Pos Malaysia dan Pos Singapura (SingPost) beroperasi dalam pasaran yang berbeza dengan cabaran dan peluang yang unik. Walaupun SingPost telah mencapai keuntungan, Pos Malaysia telah menghadapi kesukaran kewangan dalam beberapa tahun kebelakangan ini. Sebagai contoh, Pos Malaysia melaporkan kerugian bersih sekitar RM178.79 juta bagi tahun kewangan yang berakhir pada 31 Disember 2023.

Sebaliknya, SingPost melaporkan pendapatan tahunan penuh yang mencatatkan rekod sebanyak S$1.9 bilion, peningkatan 8.6% dalam pendapatan kumpulan. Namun, pendapatan Pos & Parcelnya menurun sebanyak 16.2% untuk FY2022/23, menunjukkan cabaran dalam perkhidmatan surat tradisional.

Untuk meningkatkan keuntungan, Pos Malaysia boleh mempertimbangkan strategi berikut:

1. Pelarasan: Memperluas ke dalam perkhidmatan logistik dan e-dagang dapat mengurangkan kebergantungan kepada surat tradisional, selaras dengan trend pasaran.
2. Transformasi Digital: Melabur dalam teknologi untuk meningkatkan kecekapan operasi dan pengalaman pelanggan adalah penting.
3. Perkongsian Strategik: Bekerjasama dengan platform e-dagang dan penyedia logistik dapat memperluas tawaran perkhidmatan dan pangkalan pelanggan.
4. Pengoptimuman Kos: Menyelaraskan operasi dan mengurangkan perbelanjaan tetap dapat meningkatkan prestasi kewangan.

Dengan melaksanakan strategi ini, Pos Malaysia boleh berusaha untuk mencapai keuntungan yang serupa dengan SingPost.

Pos Malaysia and Singapore Post (SingPost) operate in distinct markets with unique challenges and opportunities. While SingPost has achieved profitability, Pos Malaysia has faced financial difficulties in recent years. For instance, Pos Malaysia reported a net loss of approximately RM178.79 million for the financial year ending December 31, 2023. 

In contrast, SingPost reported a record full-year revenue of S$1.9 billion, an 8.6% increase in group revenue. However, its Post & Parcel revenue declined by 16.2% for FY2022/23, indicating challenges in traditional mail services. 

To enhance profitability, Pos Malaysia could consider the following strategies:

1. Diversification: Expanding into logistics and e-commerce services can reduce reliance on traditional mail, aligning with market trends.
2. Digital Transformation: Investing in technology to improve operational efficiency and customer experience is crucial.
3. Strategic Partnerships: Collaborating with e-commerce platforms and logistics providers can broaden service offerings and customer base.
4. Cost Optimization: Streamlining operations and reducing overheads can improve financial performance.

By implementing these strategies, Pos Malaysia can work towards achieving profitability similar to that of SingPost.

Tan Sri Syed Mokhtar Al-Bukhary, melalui kenderaan pelaburannya Etika Strategi Sdn Bhd, memegang 55.9% kepentingan dalam DRB-HICOM Berhad, yang seterusnya memiliki 53.49% kepentingan dalam Pos Malaysia Berhad. Memandangkan pemilikan yang ketara ini, memulihkan keuntungan Pos Malaysia adalah penting atas beberapa sebab:

1. Kesihatan Kewangan DRB-HICOM: Sebagai anak syarikat utama, prestasi kewangan Pos Malaysia secara langsung memberi kesan kepada penyata kewangan bersepadu DRB-HICOM. Memperbaiki keuntungan Pos Malaysia akan meningkatkan kesihatan kewangan DRB-HICOM secara keseluruhan, yang berpotensi membawa kepada penilaian kredit yang lebih baik dan peningkatan keyakinan pelabur.
2. Penilaian Aset: Modal pasaran Pos Malaysia telah merosot dengan ketara, dengan laporan menunjukkan ia menyusut kepada hanya RM200 juta++. Memulihkan keuntungan akan meningkatkan nilai pasarannya, sekali gus meningkatkan penilaian aset dalam portfolio pelaburan DRB-HICOM.
3. Sinergi Strategik: Rangkaian logistik yang luas milik Pos Malaysia boleh melengkapkan usaha perniagaan DRB-HICOM yang lain, seperti pengedaran dan pembuatan automotif. Pos Malaysia yang menguntungkan dapat menyediakan penyelesaian logistik yang lebih menjimatkan kos, mewujudkan sinergi operasi dan mengurangkan perbelanjaan dalam keseluruhan kumpulan.
4. Pematuhan Peraturan dan Persepsi Awam: Sebagai perkhidmatan pos nasional, Pos Malaysia memegang kedudukan strategik dalam infrastruktur Malaysia. Memastikan keuntungannya selaras dengan kepentingan negara dan menunjukkan pengurusan bertanggungjawab terhadap perkhidmatan awam yang penting, sekali gus meningkatkan reputasi DRB-HICOM dan pematuhan dengan jangkaan peraturan.

Kesimpulannya, memulihkan keuntungan Pos Malaysia bukan sahaja penting untuk kejayaan syarikat secara individu, tetapi juga penting untuk mengukuhkan kestabilan kewangan DRB-HICOM, penilaian aset, kecekapan operasi, dan imej awamnya.

Tan Sri Syed Mokhtar Al-Bukhary, through his investment vehicle Etika Strategi Sdn Bhd, holds a 55.9% stake in DRB-HICOM Berhad, which in turn owns a 53.49% stake in Pos Malaysia Berhad.  Given this substantial ownership, revitalizing Pos Malaysia’s profitability is crucial for several reasons:

1. Financial Health of DRB-HICOM: As a major subsidiary, Pos Malaysia’s financial performance directly impacts DRB-HICOM’s consolidated financial statements. Improving Pos Malaysia’s profitability would enhance DRB-HICOM’s overall financial health, potentially leading to better credit ratings and increased investor confidence.
2. Asset Valuation: Pos Malaysia’s market capitalization has declined significantly, with reports indicating it has shrunk to just RM200 million+++.  Reviving its profitability would increase its market value, thereby enhancing the asset valuation of DRB-HICOM’s investment portfolio.
3. Strategic Synergies: Pos Malaysia’s extensive logistics network can complement DRB-HICOM’s other business ventures, such as automotive distribution and manufacturing. A profitable Pos Malaysia can provide cost-effective logistics solutions, creating operational synergies and reducing expenses across the group.
4. Regulatory Compliance and Public Perception: As the national postal service, Pos Malaysia holds a strategic position in Malaysia’s infrastructure. Ensuring its profitability aligns with national interests and demonstrates responsible stewardship of a critical public service, thereby enhancing DRB-HICOM’s reputation and compliance with regulatory expectations.

In summary, revitalizing Pos Malaysia’s profitability is not only essential for the company’s standalone success but also pivotal for strengthening DRB-HICOM’s financial stability, asset valuation, operational efficiency, and public image.

Berjaya Assets Berhad (BJAsset) is a Malaysian conglomerate involved in property development, investment, and gaming. The company operates various forecast lotteries in Sarawak and provides lottery consultancy and related services. 

In Malaysia, the gaming industry is highly regulated, with licenses for online betting being scarce and subject to stringent government oversight. The regulatory environment has seen recent changes, including tax, license, and duty hikes, adding pressure to operators. 

Obtaining an online betting license could potentially expand BJAsset’s market reach and revenue streams. However, the company would need to navigate the complex regulatory landscape and address societal concerns associated with online gambling.

In summary, while securing an online betting license could offer growth opportunities for BJAsset, it would require careful consideration of regulatory compliance and market dynamics.

Tan Sri Syed Mokhtar Al-Bukhary, melalui konglomeratnya DRB-HICOM, memiliki kepentingan besar dalam Pos Malaysia Berhad. Memastikan Pos Malaysia mencapai keuntungan adalah penting atas beberapa sebab:

1. Aset Strategik Negara: Pos Malaysia berperanan sebagai perkhidmatan pos nasional Malaysia yang menyediakan perkhidmatan penghantaran surat dan bungkusan di seluruh negara. Operasi yang efisien amat penting bagi komunikasi dan perdagangan negara.
2. Prestasi Kewangan: Pos Malaysia telah menghadapi cabaran kewangan dalam beberapa tahun kebelakangan ini. Sebagai contoh, bagi tahun kewangan berakhir 31 Disember 2023, syarikat ini mencatatkan kerugian bersih kira-kira RM178.79 juta. Meningkatkan keuntungan adalah penting untuk membalikkan trend ini dan memastikan kelestarian jangka panjang.
3. Sinergi dengan DRB-HICOM: Portfolio DRB-HICOM yang pelbagai termasuk sektor automotif, hartanah, dan perkhidmatan. Pos Malaysia yang menguntungkan dapat mewujudkan sinergi dalam kumpulan ini, meningkatkan kecekapan operasi keseluruhan dan penawaran perkhidmatan.
4. Keyakinan Pelabur: Sebagai syarikat tersenarai awam, kesihatan kewangan Pos Malaysia memberi impak terus kepada keyakinan pelabur dan prestasi saham. Meningkatkan keuntungan boleh menarik pelaburan dan menyokong kestabilan harga saham.
5. Sumbangan Ekonomi: Pos Malaysia yang menguntungkan memberikan sumbangan positif kepada ekonomi negara dengan menyediakan pekerjaan, menyokong perniagaan, dan memudahkan perdagangan.

Kesimpulannya, memulihkan keuntungan Pos Malaysia adalah penting bukan sahaja untuk kejayaan syarikat tetapi juga bagi peranannya dalam menyokong infrastruktur nasional, pertumbuhan ekonomi, dan kepentingan pemegang saham, termasuk DRB-HICOM dan rakyat Malaysia.

Tan Sri Syed Mokhtar Al-Bukhary, through his conglomerate DRB-HICOM, holds a significant stake in Pos Malaysia Berhad. Ensuring Pos Malaysia’s profitability is crucial for several reasons:

1. Strategic National Asset: Pos Malaysia serves as Malaysia’s national postal service, providing essential mail and parcel delivery across the country. Its efficient operation is vital for national communication and commerce.
2. Financial Performance: Pos Malaysia has faced financial challenges in recent years. For instance, in the financial year ending December 31, 2023, the company reported a net loss of approximately RM178.79 million.  Improving profitability is essential to reverse this trend and ensure long-term sustainability.
3. Synergies with DRB-HICOM: DRB-HICOM’s diverse portfolio includes automotive, property, and services sectors. A profitable Pos Malaysia can create synergies within the group, enhancing overall operational efficiency and service offerings.
4. Investor Confidence: As a publicly listed company, Pos Malaysia’s financial health directly impacts investor confidence and stock performance. Improving profitability can attract investment and support stock price stability.
5. Economic Contribution: A profitable Pos Malaysia contributes positively to the national economy by providing employment, supporting businesses, and facilitating trade.

In summary, revitalizing Pos Malaysia’s profitability is essential not only for the company’s success but also for its role in supporting national infrastructure, economic growth, and the interests of stakeholders, including DRB-HICOM and the Malaysian public.

Bjassrts applying for online betting🥳
Additionally,NASBwill continue toexplore
the introduction of new game variants and
mobile betting services, when permitted
by the relevant authorities.

YAM Tunku Tun Aminah Binti
Sultan Ibrahim Ismail
Chairman/Non-Independent NonExecutive Director

Source: annual report 2024

bjassets rm1 pun takda isu bila dapat online betting lesen

Ada technical analysis play jugak🤩

Syed botak fokus balik pos i rasa 😎

Bjasset vs bjfood; judi stok lagi hot 😜

Tech stocks fell?😅go for pos malaysia, bjasset, kawan food, dxn lagi mantap😜

Good for POS as competitors using gig workers pay more & drive up cost 😅 Parliament will soon review a new bill for gig workers, making Malaysia one of the first countries in the world to legislate protections for this sector. The initiative is expected to support some 1.16 million gig workers nationwide. We discuss what the bill may look like with Donovan Cheah, a lawyer who specialises in employment law.

Epf & socso for gig workers would drive up cost of POS punya competitors; positif for pos🫵🏻😇

Nice🫵🏻 Vincent Tan might consider making BJAsset Bhd prominent due to strategic benefits associated with the Agong (Malaysia’s king) being a major shareholder. With the Agong’s stake, BJAsset Bhd would gain a significant level of credibility and potential influence in the business community, as well as favorable perceptions and trust from the public and potential investors. Additionally, having a high-profile shareholder could open doors for government contracts, partnerships, and smoother regulatory processes.

For Vincent Tan, leveraging this relationship could drive BJAsset Bhd’s growth and positioning, especially within industries tied to national infrastructure or development, where having support from influential figures could be advantageous.

Dah mau terbang dah 😀

https://klse.i3investor.com/web/blog/detail/mercurysec/2024-10-29-story-h472845079-Pos_Malaysia_4634_Trend_Reversal_Ahead

Online Football betting, etc by bjassets?

LIST OF TOP 30 HOLDERS AS AT 31 MAY 2024
No. Name Holdings %
1 LSJ GLOBAL SDN BHD 3,090,465,105 62.148
2 GANO GLOBAL SUPPLEMENTS PTE. LTD. 661,859,895 13.310
3 AFFIN HWANG NOMINEES (TEMPATAN) SDN. BHD.
PLEDGED SECURITIES ACCO UNT FOR LSJ GLOBAL SDN. BHD. 170,000,000 3.419
4 LSJ GLOBAL SDN. BHD. 134,315,700 2.701
5 PHILLIP NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR LIM CHEA LIN 76,632,900 1.541
6 AMSEC NOMINEES (TEMPATAN) SDN BHD
AMBANK (M) BERHAD 72,100,000 1.450
7 AZAAL TRADING SDN BHD 45,703,500 0.919
8 CITIGROUP NOMINEES (ASING) SDN BHD
CBNY FOR NORGES BANK (FI 17) 30,088,100 0.605
9 DB (MALAYSIA) NOMINEE (TEMPATAN) SENDIRIAN BERHAD
DEUTSCHE TRUSTEES MALAYSIA BERHAD FOR EASTSPRING INVESTMENTSSMALL-CAP FUND 24,161,400 0.486
10 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
EMPLOYEES PROVIDENT FUND BOARD (PHEIM) 20,384,500 0.410
11 LIM CHEA LIN 20,101,800 0.404
12 CITIGROUP NOMINEES (ASING) SDN BHD
EXEMPT AN FOR CITIBANK NEW YORK (NORGES BANK 14) 18,635,300 0.375
13 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (KENANGA) 15,266,800 0.307
14 CARTABAN NOMINEES (TEMPATAN) SDN BHD
PAMB FOR PRULINK EQUITY FOCUS FUND 14,557,200 0.293
15 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
URUSHARTA JAMAAH SDN. BHD. (AHAM AM 2) 11,866,400 0.239
16 CIMB ISLAMIC NOMINEES (TEMPATAN) SDN BHD
CIMB ISLAMIC TRUSTEE BERHAD - KENANGA SYARIAH GROWTH FUND 11,703,200 0.235
17 MAYBANK NOMINEES (TEMPATAN) SDN BHD
MAYBANK TRUSTEES BERHAD FOR DANA MAKMUR PHEIM (211901) 11,361,600 0.228
18 NAI JOO CHYI 11,000,000 0.221
19 NG SEM GUAN 10,615,000 0.213
20 MAYBANK SECURITIES NOMINEES (ASING) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR MATHEW PURACKAL KUNCHERIA 10,413,000 0.209
21 CIMSEC NOMINEES (TEMPATAN) SDN BHD
CIMB FOR KAWAN FOOD MANUFACTURING SDN BHD (PB) 10,000,000 0.201
22 DB (MALAYSIA) NOMINEE (TEMPATAN) SENDIRIAN BERHAD
DEUTSCHE TRUSTEES MALAYSIA BERHAD FOR EASTSPRING INVESTMENTSMY FOCUS
FUND 9,922,300 0.200
23 HSBC NOMINEES (TEMPATAN) SDN BHD
HSBC (M) TRUSTEE BHD FOR PERTUBUHAN KESELAMATAN SOSIAL (UOB
AMM6939-406) 9,437,200 0.190
24 PHILLIP NOMINEES (TEMPATAN) SDN BHD
EXEMPT AN FOR PHILLIP CAPITAL MANAGEMENT SDN BHD 9,211,400 0.185
25 MAYBANK NOMINEES (TEMPATAN) SDN BHD
MTRUSTEE BHD FOR AIIMAN TNB RBTF (EQ) (433139) 8,774,800 0.176
26 CIMB GROUP NOMINEES (TEMPATAN) SDN BHD
CIMB BANK BERHAD (EDP 2) 7,909,400 0.159
27 TEH CHAI PENG 7,648,200 0.154
28 MAYBANK NOMINEES (TEMPATAN) SDN BHD
NATIONAL TRUST FUND (IFM UOBAM) (446560) 7,571,700 0.152
29 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (ESPRING ABSR EQ) 6,848,500 0.138
30 HLB NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR SIVA KUMAR A/L M JEYAPALAN 6,128,500 0.123
Total: 4,544,683,400 91.392

RSI(14) Oversold 24.1
Stochastic(14) Oversold 0.0
Average Volume (3M) 2,066,000
Relative Volume 0.4

Undervalued
😀
ROE 22.14
P/E 9.28
EPS 6.20
DPS 3.60
DY 6.26%

NTA 0.2800
P/B 2.05
RPS 37.80
PSR 1.52
Market Cap 2,866.4M
Shares (mil) 4,985.00

LIST OF THIRTY (30) LARGEST SHAREHOLDERS
No. Name of Shareholders No. of Shares %
1. Kebawah Duli Yang Maha Mulia Seri Paduka Baginda Yang Di-Pertuan Agong
Sultan Ibrahim
3 1 5,900,000 12.35
2. Alliancegroup Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for Tan Sri Dato’ Seri Vincent Tan Chee Yioun (8087489)
1 3 6,895,000 5.35
3. Maybank Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for B & B Enterprise Sdn Bhd
1 2 1 ,562,300 4.75
4. MIDF Amanah Investment Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for Tan Sri Dato' Seri Vincent Tan Chee Yioun (MGN-VTC0001M)
120, 1 00,000 4.70
5. Berjaya Sompo Insurance Berhad 1 1 0,585,000 4.32
6. CIMB Group Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for Tan Sri Dato' Seri Vincent Tan Chee Yioun (EDG&CBD)
9 8 , 1 00,000 3.83
7. Inter-Pacific Equity Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for Pantai Cemerlang Sdn Bhd
8 1 ,986, 1 00 3.20
8. CGS International Nominees Malaysia (Tempatan) Sdn Bhd
Pledged Securities Account for B & B Enterprise Sdn Bhd (MY3764)
7 7 , 1 05,000 3.01
9. Berjaya Land Berhad 7 6,500,000 2.99
10. RHB Capital Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for Tan Sri Dato’ Seri Vincent Tan Chee Yioun
6 7,500,000 2.64
11. Malaysia Nominees (Tempatan) Sendirian Berhad
Pledged Securities Account for Tan Sri Dato’ Seri Vincent Tan Chee Yioun (01-00856-003)
6 0,000,000 2.35
12. Malaysia Nominees (Tempatan) Sendirian Berhad
Pledged Securities Account for Tan Sri Dato’ Seri Vincent Tan Chee Yioun (01-00820-000)
6 0,000,000 2.35
1 3. Portal Access Sdn Bhd 57,1 64,836 2.23
1 4. Kenanga Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for Tan Sri Dato’ Seri Vincent Tan Chee Yioun (Third Party)
55,460,000 2. 1 7
1 5. APEX Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for Tan Sri Dato’ Seri Vincent Tan Chee Yioun (Margin)
53,3 6 1 ,800 2.09
16. Maybank Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for Hotel Resort Enterprise Sdn Bhd
5 1 ,3 98,600 2.01
1 7. Inter-Pacific Equity Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for Fabulous Channel Sdn Bhd (AF0010)
50,720,400 1.98
18. CIMB Group Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for Tan Sri Dato’ Seri Vincent Tan Chee Yioun (49877 PDZM)
4 7,1 3 0,000 1.84
1 9. Abd Rahman Bin Soltan 45,038,000 1.76
20. CGS International Nominees Malaysia (Tempatan) Sdn Bhd
Pledged Securities Account for Tan Sri Dato’ Seri Vincent Tan Chee Yioun (MY3309)
4 1 ,500,000 1.62
21. RHB Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for Hotel Resort Enterprise Sdn Bhd
4 1 ,01 5,200 1.60
22. CGS International Nominees Malaysia (Tempatan) Sdn Bhd
Pledged Securities Account for Berjaya VTCY Sdn Bhd (M3764D)
40,000,000 1.56
23. Fabulous Channel Sdn Bhd 33,500,000 1. 3 1
24. Inter-Pacific Equity Nominees (Tempatan) Sdn Bhd
IP Credits for Arsam Bin Damis (AA0023)
32 , 1 4 7 ,000 1.26
25. RHB Capital Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for Berjaya VTCY Sdn Bhd
29,414,492 1. 1 5
26. Inter-Pacific Equity Nominees (Asing) Sdn Bhd
Berjaya Philippines Inc
29,350,000 1. 1 5
27. Inter-Pacific Equity Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for Arsam Bin Damis (AA0023)
29,2 23,000 1. 1 4
28. Ambilan Imej Sdn Bhd 2 7,073,054 1.06
29. Kenanga Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for Tan Sri Dato’ Seri Vincent Tan Chee Yioun
26,045,000 1.02
30. RHB Nominees (Tempatan) Sdn Bhd
OSK Capital Sdn Bhd for Portal Access Sdn Bhd
25,000,000 0.98
2,040, 774, 7 8 2 79.77

Lots PTB 24317 &
PTB 24318,
Bandar Johor Bahru,
Daerah Johor Bahru,
Negeri Johor
(Berjaya Waterfront,
Johor Bahru)
Freehold with
99 years lease
interest expiring
on 30.10.2092
19,825
sq meter
Vacant land Not applicable 1 0 .4. 2012 43,500
No. Geran 102261,
Lot 21393,
Bandar Johor Bahru,
Daerah Johor Bahru,
Negeri Johor
(Menara Cyberport,
Johor Bahru)
Freehold 25,867
sq meter
72 office units on a
purpose built
office tower
2 6 years 2 9 .4. 2015 83,630
Lots G-09, G-10, G-11
and G-12, Ground Floor,
Berjaya Times Square,
Jalan Imbi, Kuala Lumpur
Freehold 2 , 0 1 1
sq meter
Retail lots for rent >2 1 years 2 8 .6. 2012 36,260
Lots 8189 & 8190,
Town East, Jalan Pending,
Kuching, Sarawak
Leasehold
60 years
245
sq meter
4-storey shop house
/office building
3 6 years 1 3 .7.1996 423

Location Tenure Size
Description/
Existing Use
Estimated Age
Of Building
Date Of
Acquisition
Net Carrying
Amount
RM’000
No. Geran 56069,
Lot 2001, Section 52,
Town and District of
Kuala Lumpur
(Berjaya Times Square,
Jalan Imbi, Kuala Lumpur)
Freehold 39, 5 9 1
sq meter
Shopping-cumleisure mall
>2 1 years 8.7.1994 2,020,50 1
No. Geran 56068,
Lot 2000, Section 52,
Town and District of
Kuala Lumpur
(No. 1, Jalan Imbi,
Kuala Lumpur)
Freehold 3,901
sq meter
Land for mixed
development
Not applicable 8.7.1994 49,551
No. Geran 33664,
Lot 165, Seksyen 94,
Bandar Kuala Lumpur,
Wilayah Persekutuan
Freehold 1 2 5
sq meter
Shop lot > 5 2 years 1 0 . 1 . 2012 2,500
Lots PTB 10707,
PTB 20006, PTB 20380,
PTB 20438,PTD 146378
& PTD 148062,
Bandar Johor Bahru,
Daerah Johor Bahru,
Negeri Johor
(Berjaya Waterfront,
Johor Bahru)
Freehold with
99 years lease
interest expiring
on 30.10.2092
5 7, 3 5 5
sq meter
5-level shopping
complex
2 7 years 1 0 .4. 2012 186,263
12-level 400 rooms
hotel, a ferry
terminal, a custom
& immigration
building
2 7 years 1 0 .4. 2012 93,952

Belum revalued.

Location Tenure Size
Description/
Existing Use
Estimated Age
Of Building
Date Of
Acquisition
Net Carrying
Amount
RM’000
No. 273 & 274,
Lots 2545 & 2546
Centraland Commercial
Park, Off Jalan Rock,
Kuching, Sarawak
Leasehold
60 years
expiring on
5.5.2054
484.2
sq meter
4-storey shop
house/office
building used as
office and draw hall
3 0 years 31.8.2002 2,148
The Collins Theatre
1 Essex Road,
London N1 2SE
999 years Approximately
1 3 , 2 7 2
sq feet
Vacant for
development of
theatre/restaurants
/retail lots
2 9 years 23.8. 2012 23,854
1-17 Essex Road,
London
N1 2SE and 12A Islington
Green, London
N1 2XN London N12 SE
150 years 45,983
sq feet
70 fully furnished
residential units
2 9 years 1 5.8.2014 220,6 53
Lot PTB 24119,
Bandar Johor Bahru,
Daerah Johor Bahru,
Negeri Johor
Leasehold
99 years expiring
on 18.1.2114
2 5 .034
hectares
Sea bed for
reclaimation
Not applicable 9.1 1 . 2014 105,000
99 & 99A-C, Jalan
Tampoi,
81200 Johor Bahru,
Johor
Leasehold
60 years expiring
on 2031
2 1 7 , 1 8 3
sq feet
Multi-storey
car park
2 8 years 1 .1 1 .1997
15,346 4 2 4, 6 5 8
sq feet
Assembly plant &
administrative
office
5 7 years 22.4. 1968
NOTE:
The Group does not adopt a policy of regular valuation of its properties except for investment properties which are stated at fair
value.

GAMING
Natural Avenue Sdn Bhd
Natural Avenue Sdn Bhd (“NASB”),
the exclusive agent for Sarawak Turf
Club’s Special Cash Sweep, has been
in operations since 1995. The principal
activities of NASB are the operation,
promotion and management of the
Special Cash Sweep’s 1+3D Big/Small
and 3D Big games in Sarawak with three
(3) normal draws a week. NASB currently
has 3 regional offices and 68 sales outlets.
Revenue
For the FY2024, NASB recorded a
decrease in revenue of 4.74% to RM76.3
million compared to the previous year’s
revenue of RM80.1 million. The decrease
was mainly due to lower number of draws
conducted in FY2024.
Profit Before Tax
NASB reported a profit before tax of
RM2.40 million compared to RM3.86
million in the previous financial year. The
lower results were mainly due to the lower
revenue and higher winning prize payouts.
Prospects
Fo l l o w i n g t h e G o v e r n m e n t’s
announcement of proposed adjustment
to the minimum wage and its efforts to
control inflation and the improving Gross
Domestic Product growth of 5.9% for
the second quarter of 2024, it is hopeful
that consumer spending in Sarawak will
improve, leading to a better local business
sentiment, including for the number
forecast operators (“NFO”).
NASB will continue to engage with its
customers through various information
channels, including social media and its
website, to keep them informed about
its business. NASB together with other
NFO will continue to collaborate and
work closely with the authorities to curb
unlicensed gaming activities in Sarawak.
Additionally,NASBwill continue toexplore
the introduction of new game variants and
mobile betting services, when permitted
by the relevant authorities.

Hotel
The BWF Hotel is located within a 5-minute
drive from the main Causeway to Singapore.
With an inventory of 400 rooms and suites,
food and beverage outlets and function
rooms, the hotel provides convenient
access to Iskandar Malaysia, the southern
development corridor famed for its tourist
attractions, namely, Legoland Malaysia, and
Johor Premium Outlets.

Berjaya Waterfront, Johor Bahru
Berjaya Waterfront (“BWF”) is a subsidiary
of BTSSB. Located strategically within the
government-sanctioned Iskandar Malaysia
economic zone, it manages BWF Hotel,
BWF Complex and BWF Ferry Terminal.
Its principal activity comprises a hotel,
shopping complex, car park and ferry
terminal operations.

Menara MSC Cyberport, Johor Bahru
Menara MSC Cyberport is a premier ICT
hub located in the heart of Johor Bahru's
city centre, making it easily accessible for
businesses and visitors alike. Equipped
with state-of the-art facilities including a
business centre, gymnasium and cafeteria,
it is the first MSC Malaysia Cybercentre in
the southern region of Peninsular Malaysia
to be certified with ISO 9001:2000. Its
proximity to the Causeway connecting
Malaysia to Singapore and just opposite the
Customs, Immigration & Quarantine (CIQ)
complex provides excellent connectivity
for businesses that need to operate across
borders.
BTSSB owns 72 office units in Menara
MSC Cyberport with a total floor area
of approximately 278,432 square feet.
During the financial year under review, the
occupancy rate for Menara MSC Cyberport
dropped to 85% from being fully tenanted
in the previous financial year.
In July 2022, BTSSB entered into a Rent cum
Option to Purchase Agreement (RCOPA)
with Extreme Broadband Sdn Bhd (EBSB),
leasing 42 units for RM250,000 monthly,
while granting EBSB an option to purchase
all 72 units for RM69.6 million. The option
was exercised, leading to the execution of
a Sale and Purchase Agreement (SPA) on
15 October 2024.

Times Square 2, Kuala Lumpur
The Times Square 2 (“TS2”) project is an
exciting new development by BTSSB,
was officially launched on 18 May 2024.
This mixed-use development is located
adjacent to BTS Mall and features 629
freehold serviced residential units with
built-up areas ranging from 488 to 1,356
square feet, along with 17 retail lots. The
residentialunits arepricedat approximately
RM1,500per squarefoot,withanestimated
gross development value (GDV) of RM625
million. Foundation works were completed
in March 2024, and main construction has
commenced, with the project expected to
be completed by the end of 2027.

Berjaya Times Square, Kuala Lumpur
Berjaya Times Square Sdn Bhd (“BTSSB”),
the principal subsidiary of BAssets, is the
major owner and manages Berjaya Times
Square (“BTS”) Mall in Kuala Lumpur.
BTS Mall is acknowledged as Malaysia’s largest
inner-city shopping cum leisure mall with
a gross built-up area of 7.5 million square
feet on a 10-acre piece of land. A Kuala
Lumpur landmark that is very popular among
tourists as well as locals, BTS Mall comprises
a 12-level shopping mall, two 46-storey
towers of service suites and hotel, 2 levels
of hotel facilities floors, 3 levels of office
floors, 5 levels of basement and 10 floors
of annexed car parks.
Entering its twenty-first year of operations,
BTS Mall has an occupancy rate of 90% as
at 30 June 2024.

Optimistic that with
the continued strengthening of domestic
demand and tourism activities, the property
investment, hotel and recreation businesses
will continue to improve their performance.

As for the gaming business, Natural Avenue
Sdn Bhd (“NASB”) will remain resilient
in facing market headwinds from illegal
gaming activities and inflationary pressures
that are anticipated to curtail discretionary
spending. NASB will continue to work closely
with the authorities in curbing unlicensed
gaming activities in Sarawak as well as
actively engage with its customers through
social media and website. NASB also remains
dedicated to positively impacting its local
communities while ensuring responsible
and sustainable operations.

Times Square 2
(“TS2”) is well-positioned to meet the
rising demand for mixed-use spaces that
cater to both residential and commercial
needs. Located strategically in the heart
of Bukit Bintang, Kuala Lumpur, TS2 offers
629 freehold serviced residential units in
a 41-storey tower and 17 retail lots with
seamless access to Berjaya Times Square
and the Bukit Bintang City Centre as well
as a direct connection to the KL Monorail.

BOARD OF DIRECTORS
YAM Tunku Tun Aminah Binti
Sultan Ibrahim Ismail
Chairman/Non-Independent NonExecutive Director
Tan Sri Dato’ Seri Zulkefli Bin
Ahmad Makinudin
Deputy Chairman/Independent NonExecutive Director
Dato’ Hisham Bin Othman
Chief Executive Officer/Executive Director
Ahmad Radzi Bin Zaini
Managing Director
Chryseis Tan Sheik Ling
Executive Director
Datuk Wira Lye Ek Seang
Chan Kien Sing
Non-Independent Non-Executive
Directors
Mohd Shukor Bin Abdul Mumin
Dr Jayanthi Naidu G. Danasamy
Dato’ Rahim Bin Suboh
Independent Non-Executive Directors

The Group operates through several key segments, namely Property Investment & Development and Gaming. Berjaya Assets
Berhad is renowned for its iconic project - the landmark Berjaya Times Square (“BTS”) in Kuala Lumpur, which was opened in 2003.
This impressive 48-storey, 203-meter twin tower serves as a major shopping and entertainment hub, covering over 7.5 million
square feet and featuring more than 1,000 retail outlets.
In 2024,theGroup launched Times Square 2 (“TS2”), an exciting mixed developmentlocated nextto BTS with seamless connectivity
to public transportation. TS2 offers 629 freehold serviced residential units in a 41-storey tower, and 17 retail lots, designed for
sustainable urban living and investment prosperity.
The Group’s property investments also include the Menara MSC Cyberport office units, Berjaya Waterfront Complex, Hotel and
Ferry Terminal in Johor Bahru, Malaysia, and the Islington on The Green apartments in London, UK. The Group is also involved in
gaming through Natural Avenue Sdn Bhd (“NASB”), a number forecast operator in Sarawak. NASB is the exclusive agent for Sarawak
Turf Club’s Special Cash Sweep number forecast lotteries since 1995.

Time to fly 😎
NTA 0.7400
P/B 0.38
RPS 9.51
PSR 2.94
Market Cap 716.3M
Shares (mil) 2,558.28

28sen; murah. Vincent mesti kayakan semua pemegang syer utama😁

Kroni Syed, berusahalah :)

Performa kewangan perkhidmatan pos Malaysia berbanding SingPost boleh dikaitkan dengan beberapa faktor:

1. **Perbezaan Model Perniagaan**: SingPost telah berjaya mempelbagaikan perkhidmatannya melebihi pos tradisional, dengan memberi tumpuan kepada logistik e-dagang dan perkhidmatan kewangan. Sebaliknya, perkhidmatan pos Malaysia mungkin tidak berkembang dengan agresif dalam bidang ini.

2. **Keadaan Pasaran**: Pertumbuhan e-dagang di Singapura telah kukuh, yang menyebabkan peningkatan permintaan untuk penghantaran bungkusan. Jika perkhidmatan pos Malaysia tidak dapat menangkap bahagian yang sama dalam pasaran e-dagang yang berkembang, ia mungkin menghadapi masalah kewangan.

3. **Kecekapan Operasi**: SingPost telah melabur dalam teknologi dan logistik untuk meningkatkan kecekapan dan mengurangkan kos. Jika perkhidmatan pos Malaysia menghadapi cabaran operasi atau ketidakcekapan, ini boleh memberi kesan negatif kepada keuntungan.

4. **Persekitaran Peraturan**: Kerangka peraturan yang berbeza dan sokongan kerajaan boleh mempengaruhi cara setiap perkhidmatan pos beroperasi. Dasar sokongan Singapura untuk logistik dan e-dagang mungkin memberikan kelebihan kepada SingPost.

5. **Persaingan**: Landskap persaingan di setiap negara mempengaruhi keuntungan. Jika perkhidmatan pos Malaysia menghadapi persaingan yang lebih sengit tanpa tahap sumber atau inovasi yang sama, ini boleh menyebabkan kerugian kewangan.

Faktor-faktor ini menyumbang kepada hasil kewangan yang berbeza bagi kedua-dua perkhidmatan pos.

Syed Oh Syed😃

Performa kewangan perkhidmatan pos Malaysia berbanding SingPost boleh dikaitkan dengan beberapa faktor:

1. **Perbezaan Model Perniagaan**: SingPost telah berjaya mempelbagaikan perkhidmatannya melebihi pos tradisional, dengan memberi tumpuan kepada logistik e-dagang dan perkhidmatan kewangan. Sebaliknya, perkhidmatan pos Malaysia mungkin tidak berkembang dengan agresif dalam bidang ini.

2. **Keadaan Pasaran**: Pertumbuhan e-dagang di Singapura telah kukuh, yang menyebabkan peningkatan permintaan untuk penghantaran bungkusan. Jika perkhidmatan pos Malaysia tidak dapat menangkap bahagian yang sama dalam pasaran e-dagang yang berkembang, ia mungkin menghadapi masalah kewangan.

3. **Kecekapan Operasi**: SingPost telah melabur dalam teknologi dan logistik untuk meningkatkan kecekapan dan mengurangkan kos. Jika perkhidmatan pos Malaysia menghadapi cabaran operasi atau ketidakcekapan, ini boleh memberi kesan negatif kepada keuntungan.

4. **Persekitaran Peraturan**: Kerangka peraturan yang berbeza dan sokongan kerajaan boleh mempengaruhi cara setiap perkhidmatan pos beroperasi. Dasar sokongan Singapura untuk logistik dan e-dagang mungkin memberikan kelebihan kepada SingPost.

5. **Persaingan**: Landskap persaingan di setiap negara mempengaruhi keuntungan. Jika perkhidmatan pos Malaysia menghadapi persaingan yang lebih sengit tanpa tahap sumber atau inovasi yang sama, ini boleh menyebabkan kerugian kewangan.

Faktor-faktor ini menyumbang kepada hasil kewangan yang berbeza bagi kedua-dua perkhidmatan pos.

Kroni Syed, tolong gandakan usaha ya😄

The financial performance of Malaysia's postal service compared to Singapore Post can be attributed to several factors:

1. **Business Model Differences**: Singapore Post has successfully diversified its services beyond traditional mail, focusing on e-commerce logistics and financial services. In contrast, Malaysia's postal service may not have expanded as aggressively into these areas.

2. **Market Conditions**: The growth of e-commerce has been robust in Singapore, leading to increased demand for parcel delivery. If Malaysia's postal service is not capturing a similar share of the growing e-commerce market, it could struggle financially.

3. **Operational Efficiency**: Singapore Post has invested in technology and logistics to improve efficiency and reduce costs. If Malaysia's postal service faces operational challenges or inefficiencies, this could negatively impact profitability.

4. **Regulatory Environment**: Different regulatory frameworks and government support can influence how each postal service operates. Singapore's supportive policies for logistics and e-commerce may give SingPost an edge.

5. **Competition**: The competitive landscape in each country affects profitability. If Malaysia's postal service faces more intense competition without the same level of resources or innovation, it could lead to financial losses.

These factors contribute to the contrasting financial outcomes of the two postal services.

Kroni Syed, pls buck up ya :)

The financial performance of Malaysia's postal service compared to Singapore Post can be attributed to several factors:

1. **Business Model Differences**: Singapore Post has successfully diversified its services beyond traditional mail, focusing on e-commerce logistics and financial services. In contrast, Malaysia's postal service may not have expanded as aggressively into these areas.

2. **Market Conditions**: The growth of e-commerce has been robust in Singapore, leading to increased demand for parcel delivery. If Malaysia's postal service is not capturing a similar share of the growing e-commerce market, it could struggle financially.

3. **Operational Efficiency**: Singapore Post has invested in technology and logistics to improve efficiency and reduce costs. If Malaysia's postal service faces operational challenges or inefficiencies, this could negatively impact profitability.

4. **Regulatory Environment**: Different regulatory frameworks and government support can influence how each postal service operates. Singapore's supportive policies for logistics and e-commerce may give SingPost an edge.

5. **Competition**: The competitive landscape in each country affects profitability. If Malaysia's postal service faces more intense competition without the same level of resources or innovation, it could lead to financial losses.

These factors contribute to the contrasting financial outcomes of the two postal services.

technical analysis bagi pos ya, bagi mereka yg percaya :)

2024-10-29

Pos Malaysia (4634) - Trend Reversal Ahead?

An ideal entry range lies between RM0.320 and RM0.330. If the stock continues upward with sustained momentum post-breakout, it could gain strength to test its first resistance at RM0.355, with a subsequent target at RM0.385. With RM0.310 as a key support level, any move below this point would indicate a false breakout, suggesting that consolidation may continue.

Entry – RM0.320 – RM0.330

Stop Loss – RM0.290

Target Price – RM0.355 – RM0.385

Source: Mercury Securities Research - 29 Oct 2024

kroni syed perlu buat sesuatu yg luar biasa, mamakdey pun kecewa kini kot, kenapa bagi kat kroni tersebut? :)

Singapore Post remains profitable for several reasons:

1. **Diverse Revenue Streams**: Beyond traditional mail services, SingPost has expanded into logistics, e-commerce solutions, and financial services. This diversification helps mitigate risks associated with declining mail volumes.

2. **E-commerce Growth**: The rise of e-commerce has boosted demand for parcel delivery services. SingPost has capitalized on this trend by enhancing its logistics capabilities and offering efficient delivery solutions.

3. **Strategic Partnerships**: Collaborations with various businesses and financial institutions have expanded their service offerings and customer base, leading to increased revenue.

4. **Technological Advancements**: SingPost invests in technology to improve operational efficiency, streamline processes, and enhance customer experience, contributing to profitability.

5. **Strong Brand and Trust**: As a long-established national service provider, SingPost enjoys customer trust and brand loyalty, which helps retain existing customers and attract new ones.

These factors combined allow SingPost to maintain profitability in a rapidly changing market.

Kroni syed boleh inject bank muamalat into pos msia... apa2 pun ikut je SOP bank tersebut. 😁

@metaverse

The makeup story from postman to posbank may sound interesting but with zero possibilities as POS don't have the knowledge to handle banking loan and the most is acting like collection centre for TNB, PNB or Boost Bank so don't think BMN will give them a banking license to collect deposit from public. Maybe they should transform into a booking centre where people can go POS to book MAS or AirAsia tickets or even book Hilton hotel which will make more sense instead of becoming a posbank.

5 hours ago

Kawan Food Bhd could benefit from the increase in the minimum salary to RM1,700 in Malaysia for several reasons:

1. **Increased Consumer Spending**: As minimum wages rise, consumers typically have more disposable income, which can lead to increased spending on food products, including those offered by Kawan Food.

2. **Higher Demand for Convenience Foods**: With more disposable income, consumers may opt for convenient food options, such as frozen and ready-to-eat products, which Kawan specializes in.

3. **Expanded Market Reach**: The increase in minimum wage may allow more households to afford a broader range of food products, potentially expanding Kawan's market reach.

4. **Improved Workforce Morale**: A higher minimum wage can lead to improved employee morale and productivity, which can enhance the company’s operational efficiency.

5. **Positive Investor Sentiment**: The anticipated increase in sales and profitability can lead to positive sentiment among investors, potentially driving the company’s stock price higher.

6. **Competitive Advantage**: If Kawan Food can effectively capitalize on the changing spending patterns, it may gain a competitive advantage over peers who may not adapt as quickly.

In summary, Kawan Food Bhd stands to benefit from the increase in minimum salary, as it could lead to higher consumer spending, greater demand for their products, and overall positive impacts on the company's performance.

Syed Mokhtar Al-Bukhary’s situation with Pos Malaysia, where the share price has significantly declined to around 33 sen—less than 10% of the purchase price he paid via DRB-Hicom—could be perceived as weak for several reasons:

1. **Market Confidence**: A substantial drop in share price often signals a lack of investor confidence. It raises questions about the company’s performance and future prospects, reflecting poorly on leadership.

2. **Strategic Decisions**: Investors may be critical of Syed's strategic decisions regarding Pos Malaysia, including management choices, operational direction, or investments that haven’t yielded expected returns.

3. **Economic Factors**: External economic conditions, such as changes in regulations, competitive pressures, or shifts in consumer behavior, might contribute to the decline. However, investors often expect leadership to navigate these challenges effectively.

4. **Communication**: A lack of transparency or communication from management regarding the company's challenges can lead to uncertainty and erode trust among investors.

5. **Long-Term Vision**: If investors perceive that there’s no clear long-term strategy to turn things around, it can lead to pessimism about the company’s future, driving the stock price down further.

6. **Expectations vs. Reality**: High expectations at the time of acquisition can lead to disappointment if the company fails to perform as projected, making the leadership seem weaker in the face of reality.

In summary, the decline in Pos Malaysia's share price can reflect a combination of market confidence issues, strategic missteps, economic challenges, and communication gaps, contributing to perceptions of weakness in leadership.

Syed Mokhtar Al-Bukhary’s situation with Pos Malaysia, where the share price has significantly declined to around 33 sen—less than 10% of the purchase price he paid via DRB-Hicom—could be perceived as weak for several reasons:

1. **Market Confidence**: A substantial drop in share price often signals a lack of investor confidence. It raises questions about the company’s performance and future prospects, reflecting poorly on leadership.

2. **Strategic Decisions**: Investors may be critical of Syed's strategic decisions regarding Pos Malaysia, including management choices, operational direction, or investments that haven’t yielded expected returns.

3. **Economic Factors**: External economic conditions, such as changes in regulations, competitive pressures, or shifts in consumer behavior, might contribute to the decline. However, investors often expect leadership to navigate these challenges effectively.

4. **Communication**: A lack of transparency or communication from management regarding the company's challenges can lead to uncertainty and erode trust among investors.

5. **Long-Term Vision**: If investors perceive that there’s no clear long-term strategy to turn things around, it can lead to pessimism about the company’s future, driving the stock price down further.

6. **Expectations vs. Reality**: High expectations at the time of acquisition can lead to disappointment if the company fails to perform as projected, making the leadership seem weaker in the face of reality.

In summary, the decline in Pos Malaysia's share price can reflect a combination of market confidence issues, strategic missteps, economic challenges, and communication gaps, contributing to perceptions of weakness in leadership.

All the best; above 50sen lagi best .😁

@Willtolive

collect 325, tomorrow up 355

11 minutes ago