DATE : 06 November 2017

 

Stock :  POS (RM5.52)

Target Price : RM6.00 (immediate) / RM7.00 (MTH)

Call Warrant : POS-C11 ( Jackpot)

 

 

"This share has been called at RM5.40 level. Last week before DFTZ launch, I called it again at RM5.40 - RM5.50 level base on Consolidate and Defensive (C&D) also generated big interest buyer. By closed up and above my prediction line at RM5.50, this counter should move upward start by tomorrow." - Kim Spartan

 

Previous call : https://klse.i3investor.com/blogs/kimstockwatchfajar/131919.jsp

 

 

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THE PROFILES

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Pos Malaysia Berhad is a postal delivery service in Malaysia, with history dating back to early 1800s. Pos Malaysia provides postal and related services, namely: Standard Mail. Courier, Express & Parcels CEP. Retail. International Mail. Logistics.

Business : 

1. Pos Laju : The leading courier company in Malaysia, connecting over 80% of populated areas across the country with its Next Day Delivery and other services. Pos Laju has the widest network coverage and the largest courier fleet in Malaysia. 
2. Pos Malaysia International : Has been the designated postal operator of Malaysia for over 200 years, connecting Malaysia to the world by providing domestic and international postal services that include mail, small packets and parcels.
3. Pos ArRahnu : Embarked on introducing Islamic Micro Financing as one of its new services within a postal environment. Pos ArRahnu Sdn. Bhd. was established in June 2012 with the opening of its first two outlets in Pejabat Pos Bandar Baru Bangi and Kuala Terengganu. To date, there are 65 Pos ArRahnu outlets opened at selected post offices nationwide.
4. Pos Logistics :  They pride themselves on being a dynamic logistics company which aligns its business very strongly around the needs of the customers. their services have developed over time to provide total supply chain solutions for the customers based on cost effective end-to-end operations and innovative back-end systems.
5. Pos Aviation : A world-class aviation ground services provider offering ground handling, cargo handling, inflight catering and aircraft maintenance and engineering services to inbound and outbound international commercial airlines in Malaysia.

    

6. Pos Asia Cargo Express (ACE)
7. Pos Digicert : Is in the centre of an effective trust model that the government is creating to address the issue of information security and the negative perception that has been painted in association with online transactions. Digital signatures, encryption, and the infrastructures to support their use are becoming essential for further growth of e-business in Malaysia.
8. Data Pos : Provide a total mailing solution from data processing (formatting and sorting) to data printing, enveloping, bulk mail services, delivery and a suite of other dynamic services. Leveraging on Pos Malaysia’s extensive delivery network, experience and rapport, we create value for your business to do more and reach further than ever before.

1. eFulfilment Hub, which will serve as a strategic facility for customs clearance, warehousing and logistics. Pos Malaysia will be the key driver of this hub as the key tenant at the upcoming Air Cargo Terminal (the old Low-Cost Carrier Terminal), which forms the first phase of DFTZ. Recall that Pos Malaysia has committed to a pre-Singles Day (11 Nov) launch date.
2. Satellite Services Hub, a digital hub for global and local Internet-related companies at KL Internet City, Bandar Malaysia.
3. eServices Platform to complement the two abovementioned hubs by connecting innovative business service providers with government services.

POS MALAYSIA BERHAD - SUMMARY : 

 - POS financial results for the 1st quarter ended 30 June, recording a 21% surge in its adjusted profit (YoY) to RM37.9M, mainly contributed by higher revenue.