Good123

Good123 | Joined since 2019-01-23

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Stock

2 months ago | Report Abuse

ESG focus, turnaround is near, many improvements, etc

Stock

2 months ago | Report Abuse

wait for kwap & kwsp raise their stakes in pos msia🤫

Stock

2 months ago | Report Abuse

A partnership between Pos Malaysia and Singapore's postal services (Singapore Post, also known as SingPost) could indeed bring about several synergies, benefiting both organizations and their customers. Here are some potential areas of synergy:

1. Cross-border E-commerce Logistics: With the growth of e-commerce, a collaboration could enhance cross-border logistics, making shipping between the two countries faster and more cost-effective. They could offer seamless solutions for online retailers and customers in Malaysia and Singapore.


2. Shared Infrastructure: Both postal services could optimize their infrastructure, such as warehousing and distribution networks, reducing operating costs and improving service efficiency.


3. Digital Transformation: A partnership could include shared investments in digital solutions, such as automated sorting, AI-driven customer service, or blockchain for secure transactions, to modernize their services and improve user experience.


4. Financial Services: With both postal services involved in financial offerings, a partnership could introduce shared financial services like remittances, savings, or micro-insurance between the two countries, providing easier access for consumers and businesses.


5. Sustainability Initiatives: Both organizations could collaborate on green initiatives such as electric vehicle delivery fleets, smart lockers, and recycling programs, aligning with regional sustainability goals.



If done strategically, this partnership could strengthen their regional presence and capitalize on the growing e-commerce and logistics demands in Southeast Asia.

Stock

2 months ago | Report Abuse

Happy World Postal Day!

On this special day, we celebrate 150 glorious years of the Universal Postal Union (UPU) themed “150 years of facilitating communication and empowering people across borders”

From handwritten letters to digital innovation, we’ve grown while staying true to our core mission — passionate about building trust to connect lives and businesses for a brilliant future, and bridge the distance between hearts and homes across borders. Let's watch a special speech from our Group CEO, Charles Brewer, in honor of World Postal Day 2024

Together, we convey connections and improve lives.

#PosMalaysia #UPU150 #HariPosSedunia

Stock

2 months ago | Report Abuse

Pos Malaysia dengan bangganya menjadi rakan strategik Kementerian Belia & Sukan (KBSMalaysia) untuk Hari Sukan Negara kali ini! 🤩

Acara yang penuh meriah ini bukan sekadar memupuk gaya hidup sihat, tetapi juga mengeratkan hubungan dalam komuniti serta menyemarakkan semangat kesukanan. 🙌😃

#HariSukanNegara #FITMalaysia #KBS #JBSN

Stock

2 months ago | Report Abuse

Meninjau kembali acara pelancaran Hari Pos Sedunia di Ibu Pejabat Pos Malaysia hari ini! 🌍✉️

Dari perbincangan yang mendalam hingga momen yang sangat berinspirasi, kami meraikan peranan penting perkhidmatan pos dalam menghubungkan dunia. Kami dengan bangganya juga telah memperkenalkan sebuah filem pendek, yang dilancarkan bersempena hari yang penuh bermakna ini.

Terima kasih juga kepada YB Fahmi Fadzil, YB Teo Nie Ching (张念群) dan Datuk Mohamad Fauzi Md Isa, atas kehadiran anda semua untuk melancarkan Hari Pos Sedunia bersama kami.

Klik & tonton di sini: bit.ly/4dBxy0k

#PosMalaysia #SampaikanHubungan #TingkatkanKehidupan

Stock

2 months ago | Report Abuse

Kwap & kwsp masih hold pos shares, sabar je

Stock

2 months ago | Report Abuse

Baik bagi drb :)

Pos Malaysia could revive and excel again for several reasons, as long as it strategically adapts to the evolving market landscape. Here are some key factors that could contribute to its revival:

1. Digital Transformation

Pos Malaysia has already initiated digital transformation efforts, but accelerating this process can significantly enhance efficiency and customer experience. Introducing digital postal services, smart logistics solutions, and an improved e-commerce platform could cater to the growing demand for fast and transparent deliveries.

2. Focus on E-Commerce & Logistics Growth

With the rapid growth of e-commerce in Malaysia and globally, Pos Malaysia is well-positioned to capitalize on this trend. By enhancing its courier and logistics network, upgrading sorting hubs, and offering tailored solutions for e-commerce businesses, it can capture a larger market share. Partnerships with major e-commerce platforms and improved last-mile delivery services will be critical.

3. Leveraging Its Extensive Network

Pos Malaysia has a widespread and established infrastructure, including post offices, delivery networks, and logistics hubs throughout the country. By modernizing these assets and integrating technology-driven solutions, it can become a major player in courier, logistics, and financial services. It also has the potential to expand services such as banking and insurance in rural areas through partnerships.

4. Noncore Asset Monetization

The disposal or spin-off of noncore assets like real estate, subsidiaries, or Pos Shop & Café could generate significant cash flows. These funds could be reinvested into core operations, infrastructure upgrades, and other high-potential business segments like logistics and e-commerce.

5. Diversification into Financial and Retail Services

Pos Malaysia can expand beyond postal services into adjacent industries such as digital banking, insurance, or financial services through Pos Malaysia’s extensive branch network. Developing its retail services arm, including Pos Laju, could open new revenue streams and complement its existing operations.

6. Improved Cost Management and Efficiency

Revamping internal operations and optimizing costs could lead to improved profitability. This includes automating various parts of the mail and logistics processes, rationalizing manpower, and adopting leaner operational models to reduce overheads.

7. Government Support

Pos Malaysia holds a significant role in the national infrastructure. Continued government support, in terms of regulatory frameworks or subsidies, could help the company weather tough economic conditions and secure new contracts, especially in rural and underserved areas.

8. Strong Branding and Trust

Pos Malaysia is one of the oldest and most recognized brands in Malaysia. Leveraging its trusted brand to offer reliable services, particularly in logistics, financial services, and digital innovation, could restore consumer confidence and help rebuild its market position.

By strategically navigating these areas, Pos Malaysia has a clear path to revival and potential success.

Stock

2 months ago | Report Abuse

Pos Malaysia could revive and excel again for several reasons, as long as it strategically adapts to the evolving market landscape. Here are some key factors that could contribute to its revival:

1. Digital Transformation

Pos Malaysia has already initiated digital transformation efforts, but accelerating this process can significantly enhance efficiency and customer experience. Introducing digital postal services, smart logistics solutions, and an improved e-commerce platform could cater to the growing demand for fast and transparent deliveries.

2. Focus on E-Commerce & Logistics Growth

With the rapid growth of e-commerce in Malaysia and globally, Pos Malaysia is well-positioned to capitalize on this trend. By enhancing its courier and logistics network, upgrading sorting hubs, and offering tailored solutions for e-commerce businesses, it can capture a larger market share. Partnerships with major e-commerce platforms and improved last-mile delivery services will be critical.

3. Leveraging Its Extensive Network

Pos Malaysia has a widespread and established infrastructure, including post offices, delivery networks, and logistics hubs throughout the country. By modernizing these assets and integrating technology-driven solutions, it can become a major player in courier, logistics, and financial services. It also has the potential to expand services such as banking and insurance in rural areas through partnerships.

4. Noncore Asset Monetization

The disposal or spin-off of noncore assets like real estate, subsidiaries, or Pos Shop & Café could generate significant cash flows. These funds could be reinvested into core operations, infrastructure upgrades, and other high-potential business segments like logistics and e-commerce.

5. Diversification into Financial and Retail Services

Pos Malaysia can expand beyond postal services into adjacent industries such as digital banking, insurance, or financial services through Pos Malaysia’s extensive branch network. Developing its retail services arm, including Pos Laju, could open new revenue streams and complement its existing operations.

6. Improved Cost Management and Efficiency

Revamping internal operations and optimizing costs could lead to improved profitability. This includes automating various parts of the mail and logistics processes, rationalizing manpower, and adopting leaner operational models to reduce overheads.

7. Government Support

Pos Malaysia holds a significant role in the national infrastructure. Continued government support, in terms of regulatory frameworks or subsidies, could help the company weather tough economic conditions and secure new contracts, especially in rural and underserved areas.

8. Strong Branding and Trust

Pos Malaysia is one of the oldest and most recognized brands in Malaysia. Leveraging its trusted brand to offer reliable services, particularly in logistics, financial services, and digital innovation, could restore consumer confidence and help rebuild its market position.

By strategically navigating these areas, Pos Malaysia has a clear path to revival and potential success.

Stock

2 months ago | Report Abuse

Drb & pos boleh buat sesuatu macam capita A & aax 😁


Pos Malaysia has explored several avenues for disposing of noncore assets in recent years. These moves are typically aimed at reducing debt, focusing on core postal services, or freeing up cash for other ventures. Examples of Pos Malaysia's disposal of noncore assets include:

1. Sale of Real Estate Assets: Pos Malaysia owns a portfolio of properties across Malaysia, some of which are considered noncore. In the past, the company has sold properties such as land or buildings that are not critical to its postal and logistics operations to unlock value and improve liquidity.


2. Divestment of Loss-Making Subsidiaries: Pos Malaysia has divested subsidiaries that are not integral to its core postal, courier, and logistics operations. For instance, the company could consider selling off entities related to retail or services that don't align with its strategic direction.


3. Possible Spin-Off of Pos Shop & Café: Although not confirmed, Pos Malaysia could look into spinning off its Pos Shop & Café, which might not be seen as core to its postal operations. By doing so, it could raise funds through an IPO or other financial mechanisms, as this segment may not be as integral to its long-term strategy.



These examples are part of larger restructuring efforts to streamline operations, reduce losses, and focus on core strengths.

Stock

2 months ago | Report Abuse

Pos Malaysia has explored several avenues for disposing of noncore assets in recent years. These moves are typically aimed at reducing debt, focusing on core postal services, or freeing up cash for other ventures. Examples of Pos Malaysia's disposal of noncore assets include:

1. Sale of Real Estate Assets: Pos Malaysia owns a portfolio of properties across Malaysia, some of which are considered noncore. In the past, the company has sold properties such as land or buildings that are not critical to its postal and logistics operations to unlock value and improve liquidity.


2. Divestment of Loss-Making Subsidiaries: Pos Malaysia has divested subsidiaries that are not integral to its core postal, courier, and logistics operations. For instance, the company could consider selling off entities related to retail or services that don't align with its strategic direction.


3. Possible Spin-Off of Pos Shop & Café: Although not confirmed, Pos Malaysia could look into spinning off its Pos Shop & Café, which might not be seen as core to its postal operations. By doing so, it could raise funds through an IPO or other financial mechanisms, as this segment may not be as integral to its long-term strategy.



These examples are part of larger restructuring efforts to streamline operations, reduce losses, and focus on core strengths.

Stock

2 months ago | Report Abuse

Pos Malaysia has explored several avenues for disposing of noncore assets in recent years. These moves are typically aimed at reducing debt, focusing on core postal services, or freeing up cash for other ventures. Examples of Pos Malaysia's disposal of noncore assets include:

1. Sale of Real Estate Assets: Pos Malaysia owns a portfolio of properties across Malaysia, some of which are considered noncore. In the past, the company has sold properties such as land or buildings that are not critical to its postal and logistics operations to unlock value and improve liquidity.


2. Divestment of Loss-Making Subsidiaries: Pos Malaysia has divested subsidiaries that are not integral to its core postal, courier, and logistics operations. For instance, the company could consider selling off entities related to retail or services that don't align with its strategic direction.


3. Possible Spin-Off of Pos Shop & Café: Although not confirmed, Pos Malaysia could look into spinning off its Pos Shop & Café, which might not be seen as core to its postal operations. By doing so, it could raise funds through an IPO or other financial mechanisms, as this segment may not be as integral to its long-term strategy.



These examples are part of larger restructuring efforts to streamline operations, reduce losses, and focus on core strengths.

Stock

2 months ago | Report Abuse

Just let it go 😎

A solid free cash flow (FCF) can indeed indicate that Pos Malaysia has the financial flexibility to sustain operations until it reaches profitability. Positive free cash flow suggests that a company generates more cash than it needs to maintain or grow its current operations, allowing it to cover its debt, invest in growth, and handle any short-term cash needs without requiring external funding.

For Pos Malaysia, solid free cash flow could justify its ability to weather financial challenges and delays in reaching profitability. Key factors that contribute to this endurance include:

1. Operational Efficiency: With strong free cash flow, Pos Malaysia can invest in cost-cutting measures and improve operational efficiency, potentially accelerating its path to profitability.


2. Debt Management: Sufficient free cash flow enables Pos Malaysia to meet its debt obligations and reduce its financial leverage, which can improve its credit profile and reduce borrowing costs.


3. Investment in Growth: The company can also use its free cash flow to fund capital expenditures, such as expanding e-commerce logistics, upgrading digital infrastructure, and enhancing its retail offerings (like Pos Shop & Café), which could drive future revenue growth.


4. Resilience to Market Fluctuations: Strong FCF gives Pos Malaysia the ability to withstand market downturns or unexpected disruptions (e.g., changes in consumer behavior, rising operational costs) without compromising its long-term strategy.



If Pos Malaysia continues to manage its cash flow effectively, it could maintain resilience and gradually pivot towards profitability. However, external factors like regulatory changes, competition, and shifts in demand will still play a role in determining its ultimate financial success.

Stock

2 months ago | Report Abuse

A solid free cash flow (FCF) can indeed indicate that Pos Malaysia has the financial flexibility to sustain operations until it reaches profitability. Positive free cash flow suggests that a company generates more cash than it needs to maintain or grow its current operations, allowing it to cover its debt, invest in growth, and handle any short-term cash needs without requiring external funding.

For Pos Malaysia, solid free cash flow could justify its ability to weather financial challenges and delays in reaching profitability. Key factors that contribute to this endurance include:

1. Operational Efficiency: With strong free cash flow, Pos Malaysia can invest in cost-cutting measures and improve operational efficiency, potentially accelerating its path to profitability.


2. Debt Management: Sufficient free cash flow enables Pos Malaysia to meet its debt obligations and reduce its financial leverage, which can improve its credit profile and reduce borrowing costs.


3. Investment in Growth: The company can also use its free cash flow to fund capital expenditures, such as expanding e-commerce logistics, upgrading digital infrastructure, and enhancing its retail offerings (like Pos Shop & Café), which could drive future revenue growth.


4. Resilience to Market Fluctuations: Strong FCF gives Pos Malaysia the ability to withstand market downturns or unexpected disruptions (e.g., changes in consumer behavior, rising operational costs) without compromising its long-term strategy.



If Pos Malaysia continues to manage its cash flow effectively, it could maintain resilience and gradually pivot towards profitability. However, external factors like regulatory changes, competition, and shifts in demand will still play a role in determining its ultimate financial success.

Stock

2 months ago | Report Abuse

Cash Flow Forecast: Pos Malaysia
Fiscal Period: December 2018 2019 2020 2021 2022 2023
CAPEX 1 433.1 110.4 78.26 41.75 31.13 29.19
Change - -74.52% -29.08% -46.66% -25.43% -6.24%
Free Cash Flow (FCF) 1 -377.6 -99.34 120.4 89.11 41.64 283.7
Change - -73.69% -221.22% -26% -53.28% 581.31%
Announcement Date 7/30/18 5/28/20 4/30/21 4/29/22 4/25/23 4/25/24

Stock

2 months ago | Report Abuse

Drb killer ka? ?

Major shareholders: Pos Malaysia
Name Equities % Valuation
DRB-HICOM Bhd.
53.50 %
Kumpulan Wang Persaraan
3.965 %
Deva Dassan Solomon
1.859 %
Shanti Kumari Pathmanathan
1.251 %
Employees Provident Fund
1.217 %
Mooi Soong Cheng
1.093 %
M J Arumanayagam
0.9067 %
Chin Siang Kok
0.7592 %
Shirin Devi Pathmanathan
0.5941 %
Selina Sharmalar Solomon
0.5104 %

Stock

2 months ago | Report Abuse

Major shareholders: Pos Malaysia
Name Equities % Valuation
DRB-HICOM Bhd.
53.50 %
Kumpulan Wang Persaraan
3.965 %
Deva Dassan Solomon
1.859 %
Shanti Kumari Pathmanathan
1.251 %
Employees Provident Fund
1.217 %
Mooi Soong Cheng
1.093 %
M J Arumanayagam
0.9067 %
Chin Siang Kok
0.7592 %
Shirin Devi Pathmanathan
0.5941 %
Selina Sharmalar Solomon
0.5104 %

Stock

2 months ago | Report Abuse

$$$
Potensi penggabungan dan pengambilalihan (M&A) untuk Pos Malaysia dilihat sebagai langkah yang cerah, kerana ia boleh membawa banyak manfaat strategik dan kewangan. Beberapa sebab mengapa M&A bagi Pos Malaysia boleh dianggap cerah termasuk:

1. Peluang Sinergi:

M&A dengan syarikat logistik atau perkhidmatan penghantaran lain boleh menghasilkan sinergi yang kuat, di mana kedua-dua entiti dapat memanfaatkan kekuatan masing-masing. Ini boleh meningkatkan kecekapan operasi, mengurangkan kos, dan memperbaiki rantaian bekalan.

2. Peningkatan Modal dan Sumber:

Melalui M&A, Pos Malaysia boleh mendapatkan akses kepada lebih banyak modal dan sumber teknologi. Ini boleh digunakan untuk memodenkan operasi, mempercepat transformasi digital, dan mengembangkan perkhidmatan e-dagang, yang semakin penting dalam ekonomi digital masa kini.

3. Pengembangan Pasaran:

Penggabungan dengan syarikat logistik serantau atau antarabangsa boleh membantu Pos Malaysia mengembangkan jejak globalnya. Ini membuka peluang untuk masuk ke pasaran baru, meningkatkan penghantaran lintas sempadan, dan memperluaskan penawaran perkhidmatan ke negara-negara ASEAN atau pasaran lain yang sedang berkembang.

4. Pengukuhan Daya Saing:

Dalam industri yang semakin kompetitif, M&A boleh membantu Pos Malaysia memperkuat kedudukannya dalam sektor logistik dan penghantaran. Dengan memperoleh syarikat yang mempunyai kelebihan tertentu (seperti teknologi, rangkaian logistik yang lebih luas, atau pelanggan yang lebih besar), Pos Malaysia boleh menjadi lebih kompetitif berbanding pemain lain di pasaran.

5. Peningkatan Nilai Pemegang Saham:

M&A yang berjaya boleh memberi kesan positif kepada harga saham syarikat, terutamanya jika gabungan tersebut meningkatkan prestasi kewangan dan operasi. Ini boleh menarik minat lebih ramai pelabur dan meningkatkan nilai pemegang saham.

6. Penyelesaian Masalah Kewangan:

Jika Pos Malaysia sedang berhadapan dengan cabaran kewangan, pengambilalihan oleh syarikat yang lebih kukuh dari segi kewangan boleh membantu menyelesaikan masalah modal dan memastikan kelangsungan operasi syarikat.

7. Akses kepada Teknologi Baru:

M&A dengan syarikat yang memiliki teknologi inovatif (seperti automasi logistik atau platform digital) boleh membantu Pos Malaysia mempercepat digitalisasi perniagaannya, seterusnya meningkatkan kecekapan operasi dan pengalaman pelanggan.

8. Diversifikasi Portfolio Perkhidmatan:

M&A juga boleh membantu Pos Malaysia mendiversifikasikan perkhidmatan mereka ke sektor lain, seperti logistik perubatan, perkhidmatan fintech, atau e-dagang, yang mempunyai potensi pertumbuhan besar di Malaysia dan rantau ini.

Kesimpulan:

Potensi M&A untuk Pos Malaysia memang cerah, terutama jika ia dilakukan secara strategik dengan syarikat yang dapat memberi nilai tambah dari segi teknologi, pasaran baru, atau modal tambahan. Langkah ini boleh mengukuhkan daya saing Pos Malaysia dan meletakkannya pada kedudukan yang lebih baik untuk menangani cabaran industri yang berubah dengan cepat.

Stock

2 months ago | Report Abuse

Potensi penggabungan dan pengambilalihan (M&A) untuk Pos Malaysia dilihat sebagai langkah yang cerah, kerana ia boleh membawa banyak manfaat strategik dan kewangan. Beberapa sebab mengapa M&A bagi Pos Malaysia boleh dianggap cerah termasuk:

1. Peluang Sinergi:

M&A dengan syarikat logistik atau perkhidmatan penghantaran lain boleh menghasilkan sinergi yang kuat, di mana kedua-dua entiti dapat memanfaatkan kekuatan masing-masing. Ini boleh meningkatkan kecekapan operasi, mengurangkan kos, dan memperbaiki rantaian bekalan.

2. Peningkatan Modal dan Sumber:

Melalui M&A, Pos Malaysia boleh mendapatkan akses kepada lebih banyak modal dan sumber teknologi. Ini boleh digunakan untuk memodenkan operasi, mempercepat transformasi digital, dan mengembangkan perkhidmatan e-dagang, yang semakin penting dalam ekonomi digital masa kini.

3. Pengembangan Pasaran:

Penggabungan dengan syarikat logistik serantau atau antarabangsa boleh membantu Pos Malaysia mengembangkan jejak globalnya. Ini membuka peluang untuk masuk ke pasaran baru, meningkatkan penghantaran lintas sempadan, dan memperluaskan penawaran perkhidmatan ke negara-negara ASEAN atau pasaran lain yang sedang berkembang.

4. Pengukuhan Daya Saing:

Dalam industri yang semakin kompetitif, M&A boleh membantu Pos Malaysia memperkuat kedudukannya dalam sektor logistik dan penghantaran. Dengan memperoleh syarikat yang mempunyai kelebihan tertentu (seperti teknologi, rangkaian logistik yang lebih luas, atau pelanggan yang lebih besar), Pos Malaysia boleh menjadi lebih kompetitif berbanding pemain lain di pasaran.

5. Peningkatan Nilai Pemegang Saham:

M&A yang berjaya boleh memberi kesan positif kepada harga saham syarikat, terutamanya jika gabungan tersebut meningkatkan prestasi kewangan dan operasi. Ini boleh menarik minat lebih ramai pelabur dan meningkatkan nilai pemegang saham.

6. Penyelesaian Masalah Kewangan:

Jika Pos Malaysia sedang berhadapan dengan cabaran kewangan, pengambilalihan oleh syarikat yang lebih kukuh dari segi kewangan boleh membantu menyelesaikan masalah modal dan memastikan kelangsungan operasi syarikat.

7. Akses kepada Teknologi Baru:

M&A dengan syarikat yang memiliki teknologi inovatif (seperti automasi logistik atau platform digital) boleh membantu Pos Malaysia mempercepat digitalisasi perniagaannya, seterusnya meningkatkan kecekapan operasi dan pengalaman pelanggan.

8. Diversifikasi Portfolio Perkhidmatan:

M&A juga boleh membantu Pos Malaysia mendiversifikasikan perkhidmatan mereka ke sektor lain, seperti logistik perubatan, perkhidmatan fintech, atau e-dagang, yang mempunyai potensi pertumbuhan besar di Malaysia dan rantau ini.

Kesimpulan:

Potensi M&A untuk Pos Malaysia memang cerah, terutama jika ia dilakukan secara strategik dengan syarikat yang dapat memberi nilai tambah dari segi teknologi, pasaran baru, atau modal tambahan. Langkah ini boleh mengukuhkan daya saing Pos Malaysia dan meletakkannya pada kedudukan yang lebih baik untuk menangani cabaran industri yang berubah dengan cepat.

Stock

2 months ago | Report Abuse

drb & pos:
Harga saham Pos Malaysia boleh pulih disebabkan oleh beberapa faktor, termasuk:

1. Peningkatan dalam e-dagang, yang meningkatkan permintaan untuk perkhidmatan penghantaran.
2. Transformasi digital dan automasi, yang mengurangkan kos operasi dan meningkatkan kecekapan.
3. Penyusunan semula dan pelan pemulihan, yang dapat memperbaiki prestasi kewangan.
4. Diversifikasi perkhidmatan baru, seperti logistik kesihatan dan penghantaran antarabangsa.
5. Sokongan kerajaan melalui insentif atau bantuan kewangan.
6. Pemulihan ekonomi Malaysia dan global, yang meningkatkan permintaan.
7. Keyakinan pelabur terhadap prospek jangka panjang syarikat.

Faktor-faktor ini boleh meningkatkan keyakinan pelabur, seterusnya memulihkan harga saham.

Stock

2 months ago | Report Abuse

Harga saham Pos Malaysia boleh pulih disebabkan oleh beberapa faktor, termasuk:

1. Peningkatan dalam e-dagang, yang meningkatkan permintaan untuk perkhidmatan penghantaran.
2. Transformasi digital dan automasi, yang mengurangkan kos operasi dan meningkatkan kecekapan.
3. Penyusunan semula dan pelan pemulihan, yang dapat memperbaiki prestasi kewangan.
4. Diversifikasi perkhidmatan baru, seperti logistik kesihatan dan penghantaran antarabangsa.
5. Sokongan kerajaan melalui insentif atau bantuan kewangan.
6. Pemulihan ekonomi Malaysia dan global, yang meningkatkan permintaan.
7. Keyakinan pelabur terhadap prospek jangka panjang syarikat.

Faktor-faktor ini boleh meningkatkan keyakinan pelabur, seterusnya memulihkan harga saham.

Stock

2 months ago | Report Abuse

Pos Malaysia mempunyai potensi besar untuk maju, terutama dalam era digital dan perubahan ekonomi global. Berikut adalah beberapa strategi utama yang boleh membantu Pos Malaysia untuk terus maju dan berkembang:

1. Transformasi Digital:

Pos Malaysia perlu mempercepat transformasi digital untuk memenuhi keperluan pelanggan yang semakin beralih kepada perkhidmatan dalam talian. Ini termasuk pengenalan aplikasi mudah alih yang lebih mesra pengguna, sistem pelacakan penghantaran masa nyata, dan penggunaan analitik data untuk meramalkan permintaan pelanggan serta mengoptimumkan logistik.

2. Inovasi dalam Logistik E-Dagang:

Pertumbuhan pesat e-dagang memberikan peluang besar kepada Pos Malaysia. Dengan melabur dalam teknologi logistik seperti automasi gudang, robotik, dan kecerdasan buatan (AI), mereka boleh meningkatkan kecekapan dalam memproses pesanan dan penghantaran, terutamanya untuk penghantaran “last mile,” yang merupakan fasa kritikal dalam pengalaman pelanggan.

3. Diversifikasi Sumber Pendapatan:

Untuk terus maju, Pos Malaysia boleh mencari cara untuk mendiversifikasi sumber pendapatan mereka. Sebagai contoh, selain penghantaran surat dan bungkusan, mereka boleh mengembangkan perkhidmatan tambahan seperti:

• Perkhidmatan Kewangan: Memperluas perkhidmatan seperti PosPay dan kerjasama dengan institusi kewangan untuk menyediakan lebih banyak produk perbankan atau kewangan di pejabat pos.
• Perkhidmatan e-Dagang B2B: Membantu perusahaan kecil dan sederhana (PKS) dalam aspek logistik dan pengurusan rantaian bekalan mereka.
• Perkhidmatan Penjagaan Kesihatan: Mengurus penghantaran ubat atau peralatan perubatan yang memerlukan ketepatan dan kawalan yang ketat.

4. Ekspansi Pasaran Luar Negara:

Pos Malaysia boleh memanfaatkan kerjasama dengan syarikat logistik antarabangsa untuk menyediakan penghantaran lintas sempadan yang lebih pantas dan cekap. Ekspansi ke pasaran serantau seperti ASEAN juga boleh memberi manfaat besar, memandangkan pertumbuhan ekonomi yang kukuh di rantau ini.

5. Penerapan Amalan Mesra Alam:

Dalam usaha untuk kekal relevan, Pos Malaysia boleh fokus kepada amalan kelestarian seperti penggunaan kenderaan elektrik untuk penghantaran, penggunaan bahan pembungkusan yang boleh dikitar semula, dan inisiatif untuk mengurangkan jejak karbon. Ini bukan sahaja dapat menjimatkan kos operasi dalam jangka panjang tetapi juga menarik pelanggan yang prihatin terhadap isu-isu alam sekitar.

6. Peningkatan Infrastruktur Rangkaian:

Untuk memastikan penghantaran yang lebih cepat dan efisien, Pos Malaysia perlu terus meningkatkan infrastruktur mereka, terutamanya di kawasan luar bandar dan pedalaman. Ini termasuk membuka lebih banyak pusat logistik dan memodenkan pejabat pos dengan teknologi canggih.

7. Pelanggan sebagai Fokus Utama:

Dengan memberi tumpuan kepada pengalaman pelanggan, Pos Malaysia boleh meningkatkan kepuasan dan kesetiaan pelanggan. Menawarkan perkhidmatan pelanggan yang cekap, mudah diakses, dan pelbagai pilihan penghantaran yang lebih fleksibel akan memberi nilai tambah kepada perkhidmatan mereka.

Dengan pelaksanaan strategi-strategi ini, Pos Malaysia bukan sahaja dapat mengekalkan daya saing, tetapi juga terus maju dan relevan dalam industri yang berubah dengan cepat.

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Pos Malaysia, sebagai penyedia perkhidmatan pos nasional di Malaysia, mempunyai potensi besar untuk terus berkembang dalam era digital dan ekonomi e-dagang yang pesat. Beberapa potensi yang dapat dikembangkan oleh Pos Malaysia termasuk:

1. Peningkatan E-dagang:

Dengan pertumbuhan e-dagang yang pesat di Malaysia dan Asia Tenggara, Pos Malaysia dapat memanfaatkan peningkatan permintaan perkhidmatan penghantaran dan logistik. Mereka boleh membina infrastruktur yang lebih baik untuk memastikan penghantaran yang lebih cepat dan cekap, terutamanya untuk syarikat-syarikat kecil dan sederhana (PKS) yang bergantung kepada e-dagang.

2. Digitalisasi Perkhidmatan:

Dengan memperkenalkan lebih banyak teknologi digital seperti aplikasi mudah alih, pelacakan masa nyata, dan automasi perkhidmatan, Pos Malaysia dapat memperbaiki pengalaman pelanggan dan meningkatkan kecekapan operasional. Ini termasuk penerapan teknologi seperti AI dan IoT untuk mengurus rantaian bekalan dan penghantaran.

3. Diversifikasi Produk dan Perkhidmatan:

Pos Malaysia boleh mengembangkan perkhidmatan baru di luar penghantaran surat dan bungkusan tradisional, seperti logistik perniagaan-ke-perniagaan (B2B), perkhidmatan penyimpanan, dan pengurusan rantaian bekalan untuk industri yang berbeza. Perkhidmatan kewangan, seperti PosPay, juga berpotensi untuk berkembang, terutamanya di kalangan komuniti yang kurang terhubung dengan institusi perbankan.

4. Ekspansi Antarabangsa:

Pos Malaysia boleh mencari peluang untuk memperluas jejak antarabangsa mereka melalui kerjasama dengan syarikat pos di negara-negara lain atau penyedia logistik global. Ini termasuk menyediakan perkhidmatan penghantaran lintas sempadan yang lebih pantas dan kos efektif.

5. Kemampanan (Sustainability):

Dengan trend global ke arah amalan perniagaan yang lebih mampan, Pos Malaysia boleh melabur dalam kenderaan elektrik untuk penghantaran, mengurangkan jejak karbon mereka, dan memperkenalkan inisiatif hijau lain yang dapat menarik pelanggan yang mementingkan kelestarian alam sekitar.

6. Pengkhususan dalam Perkhidmatan:

Mereka juga boleh mempertimbangkan untuk menyediakan perkhidmatan khusus untuk industri tertentu seperti kesihatan (penghantaran ubat) atau makanan (perkhidmatan penghantaran makanan dan produk segar), yang memerlukan penanganan logistik yang lebih canggih.

Dengan mengambil langkah-langkah strategik ini, Pos Malaysia dapat mengekalkan daya saing dalam industri logistik dan perkhidmatan pos di Malaysia dan seterusnya.

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tiada pelan untuk pos Malaysia, epf jual syer drb berterusan

2024-10-14
Insider
EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) disposed 2,573,200 shares on 09-Oct-2024.

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epf dumping drb stocks nonstop... No visible plan for pos malaysia till now😂

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epf dumping drb stocks nonstop... No visible plan for pos malaysia till now😂

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Privatization and financial reengineering could offer significant advantages for Pos Malaysia, depending on the implementation strategy.

Benefits of Privatization for Pos Malaysia:

1. Increased Efficiency: By moving away from government ownership, Pos Malaysia could be more agile, with fewer bureaucratic hurdles, enabling faster decision-making and operational improvements.


2. Access to Private Capital: Privatization could allow the company to attract private investment, which may be used to modernize its infrastructure, particularly its logistics and e-commerce services.


3. Management Autonomy: Privatization would likely provide management greater autonomy to pursue innovative business models or restructure parts of the business, such as expanding the Pos Shop & Café or other non-core services.


4. Focus on Profitability: As a private entity, Pos Malaysia would be more focused on profitability, leading to a sharper emphasis on cutting losses and enhancing its financial performance.



Financial Reengineering:

Financial reengineering involves the restructuring of financial assets, liabilities, or equity to optimize a company’s capital structure and increase shareholder value. For Pos Malaysia, this could involve:

1. Debt Restructuring: Reducing or restructuring existing debt to lower financing costs.


2. Asset Sales/Spin-offs: Selling non-core assets like Pos Shop & Café or other business units through an IPO to raise capital or refocus on core operations.


3. Cost Optimization: Streamlining operations, improving cost management, and focusing on digitalization to enhance efficiency.


4. Capital Allocation: Deploying capital more effectively in high-growth areas such as e-commerce logistics, last-mile delivery, and fintech services.



If done correctly, these moves could strengthen Pos Malaysia’s financial position, make it more competitive, and unlock significant value for shareholders.

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postal services in sarawak & sabah, let tge states take over balik :)

KUCHING (Oct 12): The acquisition of MASwings Sdn Bhd by the Sarawak government is expected to be finalised soon, said Sarawak Premier Tan Sri Abang Johari Tun Openg.

He said that the acquisition is currently in the advanced negotiation stage.

"Sarawak needs control over its own air services, not only to facilitate passenger transportation but more importantly, as an investment for economic growth," he said in his speech during the Grand Parade in conjunction with the 78th birthday celebration of the Sarawak Yang di-Pertua Negeri, Tun Dr Wan Junaidi Tuanku Jaafar, here on Saturday.

On Nov 23 last year, Sarawak Deputy Minister of Transport Datuk Dr Jerip Susil said that the Sarawak state government was conducting due diligence on MASwings in preparation for the acquisition.

Dr Jerip added that negotiations are also ongoing with Malaysia Aviation Group (MAG) and Khazanah Nasional Bhd to purchase shares in MASwings.

Meanwhile, Abang Johari said that a study is being conducted for the development of a new Kuching International Airport.

He said the new airport will be inspired by Doha International Airport in Qatar.

"The new airport will also be equipped with advanced facilities, in line with the goal of developing it as a regional aviation hub," he added.

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Pakailah POs untuk data warehouse, ev chargers, DLL
KUALA LUMPUR (Oct 12): Minister in the Prime Minister's Department (Federal Territories) Dr Zaliha Mustafa held discussions with two prominent global companies, Huawei Technologies Co Ltd and BYD, to explore smart collaboration aimed at fostering sustainable development within the Federal Territories.

Both companies not only lead in technological advancements in China but have also broadened their reach globally, including in Malaysia.

Zaliha, who is on a six-day official trip to China, met with Huawei's vice president of the Global Government Affairs Department, Wang Ke, on Friday.

She noted that Huawei, established over 40 years ago, is at the forefront of communication technology, electronic devices, and global 5G equipment, with significant investments in cloud technology, artificial intelligence (AI), and smart city solutions.

“I was shown how Huawei technology is being applied across various industries worldwide, including smart cities, cloud data centres, public services, smart airports, urban innovation, mining, and even solutions for the oil and gas sector,” she stated.

“I was also shown how a platform operates as a 'brain' that provides a bird's-eye view to the government, ultimately facilitating data-driven centralised decision-making,” she said in a Facebook post on Saturday.

Zaliha explained that such technology could potentially be implemented across the three Federal Territories to promote environmental sustainability and foster the development of a smart city, aligning with the vision of CHASE (Clean, Healthy, Advanced, Safe, and Eco-friendly) City.

During her visit to the Smart Longgang District Council, Zaliha witnessed firsthand how smart city management is conducted through the Integrated Operations Centre.

In her meeting with BYD, she learned about the BYD SkyShuttle, an electric driverless urban transit system designed to reduce carbon emissions, supporting global initiatives for more sustainable transportation.

“If this technology is applied in Malaysia, particularly in the Federal Territories, it could enhance the quality of life for residents while simultaneously making our public transport system more environmentally friendly,” she said.

Additionally, she had the opportunity to see the BYD Yanwang U8 model, an advanced vehicle designed to be waterproof and capable of floating on water.


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DRB-HICOM acquired a 32.21% stake in Pos Malaysia from Khazanah Nasional Berhad, the Malaysian government’s investment arm, in 2011. The purchase price was approximately RM622.8 million, based on RM3.60 per share  .

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DRB-HICOM acquired a 32.21% stake in Pos Malaysia from Khazanah Nasional Berhad, the Malaysian government’s investment arm, in 2011. The purchase price was approximately RM622.8 million, based on RM3.60 per share  .

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DRB-HICOM’s move to privatize Pos Malaysia could be driven by several key factors:

1. Restructuring Opportunities: DRB-HICOM might see value in taking Pos Malaysia private to carry out more substantial restructuring without the pressure of public market scrutiny. This could include operational changes, cost-cutting, or diversification into more profitable areas, such as logistics, e-commerce, or fintech.


2. Addressing Financial Performance: Pos Malaysia has been facing financial challenges, particularly due to declining mail volumes and rising costs. By taking it private, DRB-HICOM could work on turning around the company's performance away from the pressure of quarterly reporting.


3. Strategic Integration: As a diversified conglomerate, DRB-HICOM might aim to align Pos Malaysia more closely with its other businesses. This could enable more efficient synergies, particularly in logistics, supply chain management, and digital transformation.


4. Unlocking Value: DRB-HICOM may believe that the current market undervalues Pos Malaysia. By privatizing, they can unlock long-term value through transformation strategies that are difficult to pursue in a public company framework.



These strategic reasons would allow DRB-HICOM more flexibility to address Pos Malaysia's challenges and invest in its growth areas.

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DRB-HICOM’s move to privatize Pos Malaysia could be driven by several key factors:

1. Restructuring Opportunities: DRB-HICOM might see value in taking Pos Malaysia private to carry out more substantial restructuring without the pressure of public market scrutiny. This could include operational changes, cost-cutting, or diversification into more profitable areas, such as logistics, e-commerce, or fintech.


2. Addressing Financial Performance: Pos Malaysia has been facing financial challenges, particularly due to declining mail volumes and rising costs. By taking it private, DRB-HICOM could work on turning around the company's performance away from the pressure of quarterly reporting.


3. Strategic Integration: As a diversified conglomerate, DRB-HICOM might aim to align Pos Malaysia more closely with its other businesses. This could enable more efficient synergies, particularly in logistics, supply chain management, and digital transformation.


4. Unlocking Value: DRB-HICOM may believe that the current market undervalues Pos Malaysia. By privatizing, they can unlock long-term value through transformation strategies that are difficult to pursue in a public company framework.



These strategic reasons would allow DRB-HICOM more flexibility to address Pos Malaysia's challenges and invest in its growth areas.

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Mau privatise betterlah; usah umum hal yg belum indah setiap quarter

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Better late than never

😍😁Pos Malaysia’s success will also depend on the overall economic environment, regulatory support, and its ability to innovate and compete with other logistics players in the market.

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Here are some businesses similar to Pos Malaysia and Singapore Post, primarily focusing on postal services, logistics, and related services:

1. Royal Mail (UK)

Offers mail collection and delivery services in the UK and globally.

Engages in parcel delivery, logistics, and international shipping.


2. USPS (United States Postal Service)

Provides postal services across the United States.

Involved in package delivery, e-commerce logistics, and international mail.


3. Japan Post

Provides domestic and international mail services.

Engages in logistics, parcel services, banking, and insurance.


4. Australia Post

Handles letters and parcel deliveries domestically and internationally.

Provides logistics, financial services, and digital solutions.


5. Canada Post

Operates the postal service in Canada.

Offers courier services, parcel delivery, and e-commerce solutions.


6. Deutsche Post DHL Group (Germany)

Manages mail services in Germany under Deutsche Post.

Global logistics and courier services are handled by DHL.


7. La Poste (France)

Provides postal services in France.

Offers financial services, parcel deliveries, and logistics.


8. India Post

Offers mail and parcel delivery services across India.

Provides banking services and small savings schemes through post offices.


9. Correos (Spain)

National postal service of Spain, dealing with mail and parcel delivery.

Engages in logistics, courier services, and e-commerce support.


10. PostNL (Netherlands)

Provides domestic and international mail and parcel services.

Active in logistics and e-commerce delivery services.


These companies operate similarly to Pos Malaysia and Singapore Post, combining traditional postal services with modern logistics, e-commerce fulfillment, and sometimes even financial services.

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Postal rates ~ 5 years belum Ada revision, kan? 😺😼😾

The National Heart Institute is seeking a 10%-40% increase in the fees it charges patients that the Ministry of Health outsources to it, saying a review is necessary as the fee structure was set over 20 years ago.

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drb to sell off pos msia?😇😍

TOKYO: The Japanese owner of 7-Eleven announced plans on Thursday to spin off non-core operations into a new holding company, a move seen as fending off a takeover bid by Canada's Alimentation Couche-Tard.

Seven & i Holdings "resolved at the management meeting held today to establish an intermediate holding company... that will preside over the Company's supermarket food business, specialty store and other businesses", a statement said.

It said it would consider an initial public offering (IPO) of the new unit "in order to unlock value for the Company's shareholders and other stakeholders."

7-Eleven is the world's biggest convenience store chain and has more than 85,000 outlets worldwide, around a quarter of those in Japan.

Seven & i rejected a takeover offer worth $40 billion last month from Alimentation Couche-Tard (ACT), which owns Circle K.

The firm had said that the proposal, which would be the biggest foreign takeover of a Japanese firm, "grossly" undervalued its business and could face regulatory hurdles.

Seven & i said on Wednesday it had received a revised offer but declined to give details.

Bloomberg News and other media outlets reported that the new offer totalled around seven trillion yen (US$47 billion).

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Wait for Drb to find a bride for pos; drb dah kantoi😎

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It could be beneficial for Pos Malaysia to have a new shareholder to replace DRB-HICOM for several reasons:

1. Fresh Strategic Direction: A new shareholder could bring fresh ideas, strategies, and operational changes. This could help Pos Malaysia better adapt to the challenges of digitalization and declining traditional mail volumes.
2. Capital Infusion: A new shareholder might have the resources and willingness to inject capital into the company. This could support investments in technology, logistics infrastructure, and diversification efforts, especially in the growing e-commerce and courier sectors.
3. Improved Management: If the new shareholder has experience in logistics or related industries, their expertise could enhance operational efficiency, reduce costs, and improve profitability.
4. Operational Independence: Pos Malaysia could benefit from being less tied to a conglomerate like DRB-HICOM, which has a diverse portfolio. A new shareholder focused on Pos Malaysia’s specific needs might prioritize the company’s long-term growth.
5. Potential for Partnerships: A new strategic investor might have existing networks or partnerships that could expand Pos Malaysia’s reach, both domestically and internationally.

A shareholder change can thus bring new energy, financial resources, and expertise, helping Pos Malaysia navigate the evolving postal and logistics landscape.

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It could be beneficial for Pos Malaysia to have a new shareholder to replace DRB-HICOM for several reasons:

1. Fresh Strategic Direction: A new shareholder could bring fresh ideas, strategies, and operational changes. This could help Pos Malaysia better adapt to the challenges of digitalization and declining traditional mail volumes.
2. Capital Infusion: A new shareholder might have the resources and willingness to inject capital into the company. This could support investments in technology, logistics infrastructure, and diversification efforts, especially in the growing e-commerce and courier sectors.
3. Improved Management: If the new shareholder has experience in logistics or related industries, their expertise could enhance operational efficiency, reduce costs, and improve profitability.
4. Operational Independence: Pos Malaysia could benefit from being less tied to a conglomerate like DRB-HICOM, which has a diverse portfolio. A new shareholder focused on Pos Malaysia’s specific needs might prioritize the company’s long-term growth.
5. Potential for Partnerships: A new strategic investor might have existing networks or partnerships that could expand Pos Malaysia’s reach, both domestically and internationally.

A shareholder change can thus bring new energy, financial resources, and expertise, helping Pos Malaysia navigate the evolving postal and logistics landscape.

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Proton launching an EV could also benefit Pos Malaysia, which is owned by DRB-HICOM, in several ways:

1. Increased Logistics Demand: As Proton ramps up EV production and distribution, it would likely require enhanced logistics support. Pos Malaysia, with its nationwide network, could be the preferred partner for delivering parts, vehicles, and related products. This would generate additional revenue streams for Pos Malaysia.


2. Expansion of Last-Mile Delivery for EV Products: With the growing demand for EVs, Pos Malaysia could expand its logistics services to include the delivery of EV-related products such as batteries, charging stations, and vehicle accessories, positioning itself as a key player in EV logistics.


3. Green Fleet Synergy: Proton's focus on EVs could align with Pos Malaysia’s own sustainability goals. Pos Malaysia could eventually replace or upgrade its delivery fleet with Proton EVs, reducing operational costs and emissions, thereby improving its environmental image and appealing to eco-conscious customers.


4. Leveraging Government Initiatives: The Malaysian government is actively promoting EV adoption and infrastructure. Pos Malaysia could benefit from government incentives or contracts related to the EV sector, further boosting its business outlook.


5. Integrated Supply Chain within DRB-HICOM: As part of DRB-HICOM’s ecosystem, Pos Malaysia could be integrated into Proton's supply chain for faster, more efficient logistics. This internal synergy could enhance operational efficiency and profitability for Pos Malaysia.



By being part of DRB-HICOM’s ecosystem and benefiting from the growing EV market, Pos Malaysia could experience improved business opportunities and potentially increase its value.

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Proton launching an electric vehicle (EV) could boost DRB-HICOM's share price for several reasons:

1. Increased Market Potential: The EV market is growing rapidly, driven by global trends towards sustainability and clean energy. Proton’s entry into this space could capture a share of the fast-expanding EV market, boosting revenue and growth prospects for DRB-HICOM, its parent company.


2. Improved Brand Perception: Launching an EV would modernize Proton’s brand image, positioning it as a forward-looking automaker aligned with environmental concerns. This could lead to increased consumer demand and attract investors interested in eco-friendly investments.


3. Strategic Partnerships and Government Incentives: Proton might collaborate with international EV companies or leverage government support for the EV industry in Malaysia, which would add value to its operations. These partnerships and incentives can enhance DRB-HICOM's overall business outlook.


4. Diversification of Product Line: By adding EVs to its portfolio, Proton would diversify its offerings, reducing reliance on traditional internal combustion engine (ICE) vehicles, which are subject to stricter regulations and declining demand. This diversification could make DRB-HICOM more resilient to market changes.


5. Positive Investor Sentiment: Investors tend to view automakers entering the EV market as growth stocks due to the long-term potential of the sector. Proton's EV launch could trigger positive sentiment, leading to higher demand for DRB-HICOM shares.



These factors combined could drive up DRB-HICOM's share price in anticipation of Proton's successful transition into the EV market.

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If syed sell off pos, baik bagi drb & pos 😎😍