More biz for pos logistics ya😁
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Sign up now, you might just be the lucky one who gets to take it for a spin. It's time to go electric with Proton - join our community today!

#proton #protonemas #ev

Beli lebih, orang lain tak sedar lagi😎

Accumulating banyak2 ya.. Huat kelak😍

Dengan ev, Drb proton dapat kalahkan perodua

Jika Drb starts Jualan ev, Drb easily rise 10-20sen tutup mata😁

First mover advantage Bagi ev proton Lebih Cepat drp perodua

Ev proton dah ready, rebadged from geely/volvo

Bagi ev, proton dapat defeat perodua.. 😇😎

Proton ev advantageous berbanding perodua. Proton =geely = volvo = lotus, dll

Pos Malaysia boleh jv dengan tesla or byd bagi ev chargers kat semua cawangannya yang ada tanah.. cool 😛

Dulu Ada bsn (bank), POs Malaysia bokeh dirikan bank sendiri 😙

Post office with land, EV charging stations… big biz macam petrol stations

huatlah :)

The introduction of Proton EV (Electric Vehicle) could bring more business opportunities to Pos Malaysia and DRB-HICOM due to the following reasons:

### 1. **Expansion in Delivery and Logistics Services (Pos Malaysia)**
- **Charging Infrastructure Development**: As Proton EVs become more popular, there will be a need to establish a network of EV charging stations nationwide. Pos Malaysia, with its widespread network of post offices, could leverage its locations to host or manage charging infrastructure, creating a new revenue stream.
- **Supply Chain and Spare Parts Distribution**: Pos Malaysia could also expand its logistics services to handle the distribution of spare parts and EV components. Handling specialized deliveries related to EVs, including battery shipments, could be a high-margin business for Pos Malaysia.
- **E-commerce and Direct Sales**: With more emphasis on online car purchases, Pos Malaysia could capitalize on delivering Proton EVs directly to customers or facilitating delivery of necessary documents, such as registration papers.

### 2. **Synergies within DRB-HICOM Group**
- **Vertical Integration**: DRB-HICOM, being the parent company of Proton, Pos Malaysia, and other subsidiaries, could benefit from vertical integration. Pos Malaysia can be used as a logistics arm to support the Proton EV supply chain—ranging from component imports to nationwide vehicle deliveries.
- **Supporting Production**: As Proton shifts toward EV production, DRB-HICOM's other businesses related to component manufacturing and engineering can play an essential role in supplying parts and providing expertise, benefiting the entire group.

### 3. **After-Sales Services & Maintenance Support**
- **Logistics for Maintenance**: EV maintenance requires specialized parts, like batteries. Pos Malaysia could be involved in logistics for transporting batteries and other parts needed for maintenance, especially given the weight and handling requirements of EV batteries.
- **Subscription and Leasing Services**: DRB-HICOM could offer EV leasing or subscription services, with Pos Malaysia handling collection and return logistics, thereby increasing business activities between the group companies.

### 4. **EV Adoption Incentives and Government Support**
- **Government Partnerships**: The Malaysian government may push for more local EV adoption, including potential incentives for Proton as a local manufacturer. Pos Malaysia could work on joint initiatives with Proton and government bodies to provide green delivery services, such as using Proton EVs for their own postal delivery fleets.
- **Green Logistics**: Pos Malaysia could adopt Proton EVs to replace their existing delivery fleet, which would not only reduce emissions but also lead to cost savings in fuel. This aligns with sustainability trends and government green policies, potentially unlocking incentives and funding for both companies.

### 5. **Market Positioning and Brand Synergy**
- **Green and Modern Image**: The use of Proton EVs in Pos Malaysia's operations could boost both brands. Proton gets to showcase the reliability and efficiency of its EVs through public use, while Pos Malaysia gains a modern, eco-friendly image by integrating EVs into its fleet.
- **Cross-Promotions**: There could also be opportunities for cross-promotion, where Pos Malaysia offers bundled services (like discounts on postal services for Proton customers) or Proton markets specific offers in collaboration with Pos Malaysia to promote both their services.

In summary, the introduction of Proton EVs aligns with Pos Malaysia’s and DRB-HICOM’s goals of expanding services, integrating supply chains, and leveraging synergies within the group. This results in more revenue streams, reduced operating costs, and an improved sustainability profile, benefiting both companies in the long term.

The introduction of Proton EV (Electric Vehicle) could bring more business opportunities to Pos Malaysia and DRB-HICOM due to the following reasons:

### 1. **Expansion in Delivery and Logistics Services (Pos Malaysia)**
- **Charging Infrastructure Development**: As Proton EVs become more popular, there will be a need to establish a network of EV charging stations nationwide. Pos Malaysia, with its widespread network of post offices, could leverage its locations to host or manage charging infrastructure, creating a new revenue stream.
- **Supply Chain and Spare Parts Distribution**: Pos Malaysia could also expand its logistics services to handle the distribution of spare parts and EV components. Handling specialized deliveries related to EVs, including battery shipments, could be a high-margin business for Pos Malaysia.
- **E-commerce and Direct Sales**: With more emphasis on online car purchases, Pos Malaysia could capitalize on delivering Proton EVs directly to customers or facilitating delivery of necessary documents, such as registration papers.

### 2. **Synergies within DRB-HICOM Group**
- **Vertical Integration**: DRB-HICOM, being the parent company of Proton, Pos Malaysia, and other subsidiaries, could benefit from vertical integration. Pos Malaysia can be used as a logistics arm to support the Proton EV supply chain—ranging from component imports to nationwide vehicle deliveries.
- **Supporting Production**: As Proton shifts toward EV production, DRB-HICOM's other businesses related to component manufacturing and engineering can play an essential role in supplying parts and providing expertise, benefiting the entire group.

### 3. **After-Sales Services & Maintenance Support**
- **Logistics for Maintenance**: EV maintenance requires specialized parts, like batteries. Pos Malaysia could be involved in logistics for transporting batteries and other parts needed for maintenance, especially given the weight and handling requirements of EV batteries.
- **Subscription and Leasing Services**: DRB-HICOM could offer EV leasing or subscription services, with Pos Malaysia handling collection and return logistics, thereby increasing business activities between the group companies.

### 4. **EV Adoption Incentives and Government Support**
- **Government Partnerships**: The Malaysian government may push for more local EV adoption, including potential incentives for Proton as a local manufacturer. Pos Malaysia could work on joint initiatives with Proton and government bodies to provide green delivery services, such as using Proton EVs for their own postal delivery fleets.
- **Green Logistics**: Pos Malaysia could adopt Proton EVs to replace their existing delivery fleet, which would not only reduce emissions but also lead to cost savings in fuel. This aligns with sustainability trends and government green policies, potentially unlocking incentives and funding for both companies.

### 5. **Market Positioning and Brand Synergy**
- **Green and Modern Image**: The use of Proton EVs in Pos Malaysia's operations could boost both brands. Proton gets to showcase the reliability and efficiency of its EVs through public use, while Pos Malaysia gains a modern, eco-friendly image by integrating EVs into its fleet.
- **Cross-Promotions**: There could also be opportunities for cross-promotion, where Pos Malaysia offers bundled services (like discounts on postal services for Proton customers) or Proton markets specific offers in collaboration with Pos Malaysia to promote both their services.

In summary, the introduction of Proton EVs aligns with Pos Malaysia’s and DRB-HICOM’s goals of expanding services, integrating supply chains, and leveraging synergies within the group. This results in more revenue streams, reduced operating costs, and an improved sustainability profile, benefiting both companies in the long term.

more biz for DRB proton and pos malaysia logistics div...
Proton eMas 7 SUV - co-developed with Geely Galaxy E5; first …
2024 · Proton has revealed its hotly anticipated and first electric vehicle (EV) called the eMas 7 (stylised as e.MAS 7) that will be sold under its eMas brand, which was …

Postal banks for rural areas likely to be set up, etc😝

Postal assets are considered strategic in many countries for several reasons:

1. **Nationwide Infrastructure**: Postal networks often cover vast geographic areas, including rural and remote regions where other services may be limited. This infrastructure can be used for a variety of critical functions beyond mail delivery, including logistics, banking, and emergency services.

2. **Public Communication and Connectivity**: Postal services enable communication between citizens, businesses, and the government. Even in the digital age, physical mail remains essential for certain types of communication, such as legal documents, government notices, and financial services.

3. **Economic Impact**: Postal systems support economic activity by facilitating commerce, especially in e-commerce. They help small businesses reach customers nationwide or even internationally by providing affordable delivery services.

4. **Security and Sovereignty**: A state-controlled postal system ensures the security and privacy of communications. In times of crisis or war, the postal network may be vital for maintaining communications, distributing essential supplies, and supporting government operations.

5. **Financial Inclusion**: Many postal services offer banking services, especially in rural or underserved areas, providing citizens with access to financial products like savings accounts, money transfers, and payment processing.

6. **Employment and Stability**: Postal services are often large employers, contributing to job creation and economic stability in both urban and rural areas.

Because of these roles, postal assets are often viewed as critical for national infrastructure and economic resilience.

The government might consider **buying back** the postal services (such as **Pos Malaysia**) for several strategic and economic reasons. These motivations typically revolve around public interest, national security, and the critical nature of postal infrastructure. Here's why the government might pursue this:

### 1. **Public Service Obligation (Universal Service Obligation)**
Pos Malaysia is responsible for providing postal services to all parts of Malaysia, including rural and remote areas. As a private entity, profit motivations may conflict with the public service obligation. A government buyback could ensure that postal services remain affordable and accessible to all citizens, especially those in underserved regions, regardless of profitability.

### 2. **Strategic National Asset**
Postal services are considered strategic national assets because they play a crucial role in national logistics, communications, and financial inclusion. By taking control, the government can ensure that these services align with national interests, security concerns, and development goals, safeguarding the integrity of critical infrastructure.

### 3. **Ensuring Economic Stability**
Pos Malaysia’s performance impacts various sectors, including e-commerce, logistics, and SMEs. If Pos Malaysia struggles financially, it could affect these industries, leading to wider economic disruptions. Government intervention through a buyback could stabilize the company and protect related industries, ensuring economic stability.

### 4. **Strengthening National Security**
Postal services handle sensitive information, including government documents and election ballots. By bringing Pos Malaysia under state control, the government can better ensure the security of these services, reducing the risk of data breaches or misuse.

### 5. **Protecting Jobs**
Pos Malaysia is a major employer in the logistics and postal sectors. If the company were to face serious financial distress, it could result in significant job losses. A government buyback could preserve jobs, ensuring that workers continue to have stable employment, which is vital for economic and social stability.

### 6. **Modernizing and Revitalizing the Postal System**
A government buyback could allow for greater investment in modernization, infrastructure, and digital transformation. The government could introduce new technologies, such as automation in sorting centers, digital services, and sustainability initiatives, ensuring that Pos Malaysia remains competitive in the face of rapid technological changes.

### 7. **National Development Objectives**
As a government-controlled entity, Pos Malaysia could more easily align with national development policies, such as promoting rural development, financial inclusion, and sustainability goals. Government ownership could ensure that the postal service contributes to broader social and economic objectives, beyond just profit generation.

### 8. **Financial Sustainability**
In the hands of the government, Pos Malaysia could receive direct financial support and policy backing, such as subsidies or favorable postal rate adjustments. This would help ensure its long-term financial sustainability, especially in areas where private operators might struggle due to high operational costs or lower demand.

### 9. **Improving Efficiency and Reducing Corruption**
Government oversight through direct control could improve operational efficiency and reduce the risk of financial mismanagement or corruption. The government might view a buyback as a way to implement stricter governance and accountability frameworks to improve the company's overall performance.

### 10. **Addressing Privatization Challenges**
If privatization has led to performance issues, public dissatisfaction, or increased service costs, the government may choose to reverse the privatization. A buyback could address public concerns about the quality, accessibility, and affordability of postal services, ensuring that these essential services meet citizen needs.

In summary, a government buyback of Pos Malaysia would aim to safeguard the public interest, protect national security, and ensure that the postal service continues to play a vital role in Malaysia’s economy and society. By taking direct control, the government could stabilize the company, modernize its operations, and realign it with broader national priorities.

There are several reasons why **Pos Malaysia** has potential to recover from financial difficulties and return to profitability, despite the challenges it has faced in recent years:

### 1. **Government Support**
Pos Malaysia is a Government-Linked Company (GLC) with strategic importance. The Malaysian government may provide financial backing or other forms of support to ensure it remains operational, given its role in delivering essential postal services and supporting national logistics.

### 2. **Growth of E-Commerce**
The rise of e-commerce presents a significant opportunity for Pos Malaysia. As online shopping continues to grow, the demand for parcel delivery services has increased, offering Pos Malaysia a chance to tap into a growing market and boost revenues. The company can leverage its extensive network and infrastructure to capitalize on this trend.

### 3. **Modernization and Digital Transformation**
Pos Malaysia is investing in digitalization and modernizing its operations. By adopting new technologies, such as automation and online services, the company can improve efficiency, reduce costs, and enhance customer experience. These improvements can lead to better profitability in the long term.

### 4. **Diversification of Services**
In addition to traditional postal services, Pos Malaysia is expanding into other areas such as financial services (bill payments, money transfers), logistics, and even digital services. This diversification reduces reliance on declining letter mail volumes and opens new revenue streams, making the company more resilient.

### 5. **Restructuring and Cost-Cutting Initiatives**
Pos Malaysia has undertaken restructuring initiatives, including optimizing its workforce and cutting unnecessary costs. These efforts aim to streamline operations, reduce losses, and improve financial performance.

### 6. **Strategic Partnerships and Collaborations**
Pos Malaysia is increasingly collaborating with private sector companies, including e-commerce platforms and logistics firms, to enhance its service offerings. These partnerships can help the company tap into new markets, improve service delivery, and drive profitability.

### 7. **Increased Focus on Last-Mile Delivery**
With its widespread network and reach, Pos Malaysia is well-positioned to be a leader in last-mile delivery, which is a critical component of e-commerce logistics. Focusing on this segment can increase efficiency and profitability, especially with growing demand for fast and reliable delivery services.

### 8. **Sustainability Initiatives**
Pos Malaysia’s focus on sustainability and green logistics can enhance its brand image and attract environmentally conscious customers, as well as potential investors, who prioritize sustainable business practices.

### 9. **Monetizing Assets**
Pos Malaysia owns valuable real estate and infrastructure across the country. Monetizing or optimizing the use of these assets could provide the company with additional revenue and cash flow to invest in growth and modernization initiatives.

### 10. **Government Postal Reforms**
Any future postal reforms by the government, such as revising postal rates or further supporting digital services, could help stabilize Pos Malaysia’s financial position and make it more competitive in the rapidly evolving logistics sector.

In summary, although Pos Malaysia faces challenges from declining traditional mail volumes, rising costs, and increased competition, its strategic importance, government backing, and ability to capitalize on e-commerce growth and diversify its services provide strong reasons for optimism that the company can turn around and become profitable again.

Terbaik; The target to **audit 2,000 Government-Linked Companies (GLCs)** or related organizations likely reflects a strategic initiative by the Malaysian government aimed at improving governance, transparency, and accountability. Here’s why auditing this large number of entities is important:

1. **Ensuring Proper Use of Public Resources**: GLCs often manage public funds or assets. Auditing 2,000 entities ensures that public money is used effectively and for the intended purposes, preventing misuse or waste.

2. **Enhancing Governance and Accountability**: Audits help ensure that GLCs adhere to corporate governance standards, minimizing risks related to corruption, fraud, or mismanagement. With 2,000 audits, the government can promote a culture of accountability across a wide range of sectors.

3. **Improving Performance and Efficiency**: Auditing identifies inefficiencies in business operations, allowing the government to implement corrective measures and improve the performance of GLCs. This helps ensure that these companies remain competitive and contribute effectively to the economy.

4. **Boosting Investor and Public Confidence**: Regular audits provide assurance to both investors and the public that GLCs are well-managed and financially sound. This is particularly important for attracting foreign investment and maintaining public trust in state-linked enterprises.

5. **Supporting Economic Stability**: GLCs are key drivers of economic growth in Malaysia, particularly in strategic sectors like telecommunications, energy, and finance. Auditing helps monitor the financial health and sustainability of these companies, preventing potential financial crises or large-scale corporate failures.

6. **Promoting Accountability for National Development Goals**: Many GLCs are tasked with implementing national development programs. Auditing helps the government track whether these companies are contributing effectively to national objectives like poverty reduction, infrastructure development, or economic diversification.

7. **Risk Management**: Auditing 2,000 GLCs allows for early identification of financial or operational risks, enabling timely interventions to prevent losses or systemic failures within the economy.

8. **Compliance with Laws and Regulations**: The audits ensure that GLCs are complying with legal and regulatory frameworks, including tax laws, corporate governance rules, and environmental regulations, thus ensuring their operations align with national policies.

Overall, the decision to audit 2,000 GLCs reflects a comprehensive effort by the government to safeguard public resources, enhance the efficiency of state-owned enterprises, and ensure they align with the country’s broader economic and social goals.

Ok 😁 Postal rates may be revised upward for several reasons, many of which reflect broader economic and operational challenges faced by postal services like **Pos Malaysia**:

1. **Rising Operational Costs**: Running a postal service involves significant expenses such as transportation, fuel, salaries, and infrastructure maintenance. If these costs increase, postal services may need to raise rates to cover them and remain financially viable.

2. **Inflation**: General inflation affects wages, fuel prices, and the cost of materials like paper and packaging. To keep up with inflationary pressures, postal services often raise their rates to maintain their operational budget.

3. **Decline in Traditional Mail Volume**: With the rise of digital communication (emails, messaging apps, e-billing), the volume of traditional letter mail has decreased. This reduction in revenue from regular mail forces postal services to revise rates to compensate for lost income.

4. **Investment in Modernization**: Many postal services, including Pos Malaysia, need to invest in modernizing their operations, especially to handle the growth of e-commerce. This includes upgrading logistics, digital infrastructure, and automation. Raising postal rates helps fund these investments.

5. **Cross-Subsidization of Services**: Postal services often provide a range of services under a universal service obligation, which includes delivering to remote or less-profitable areas. Higher postal rates in other segments can help subsidize these services and ensure they remain available to all citizens.

6. **Currency Fluctuations**: If Pos Malaysia is involved in international shipping or purchasing of equipment from overseas, fluctuations in currency exchange rates can increase costs, leading to rate hikes to offset these financial impacts.

7. **Sustainability Initiatives**: Increasingly, postal services are being pressured to adopt eco-friendly practices, such as reducing carbon emissions or using sustainable materials. These green initiatives can add to operational costs, and higher postal rates may be necessary to support them.

Overall, postal rate hikes are often driven by the need to maintain operational efficiency and service quality amid economic and technological changes.

Postal rates may be revised upward for several reasons, many of which reflect broader economic and operational challenges faced by postal services like **Pos Malaysia**:

1. **Rising Operational Costs**: Running a postal service involves significant expenses such as transportation, fuel, salaries, and infrastructure maintenance. If these costs increase, postal services may need to raise rates to cover them and remain financially viable.

2. **Inflation**: General inflation affects wages, fuel prices, and the cost of materials like paper and packaging. To keep up with inflationary pressures, postal services often raise their rates to maintain their operational budget.

3. **Decline in Traditional Mail Volume**: With the rise of digital communication (emails, messaging apps, e-billing), the volume of traditional letter mail has decreased. This reduction in revenue from regular mail forces postal services to revise rates to compensate for lost income.

4. **Investment in Modernization**: Many postal services, including Pos Malaysia, need to invest in modernizing their operations, especially to handle the growth of e-commerce. This includes upgrading logistics, digital infrastructure, and automation. Raising postal rates helps fund these investments.

5. **Cross-Subsidization of Services**: Postal services often provide a range of services under a universal service obligation, which includes delivering to remote or less-profitable areas. Higher postal rates in other segments can help subsidize these services and ensure they remain available to all citizens.

6. **Currency Fluctuations**: If Pos Malaysia is involved in international shipping or purchasing of equipment from overseas, fluctuations in currency exchange rates can increase costs, leading to rate hikes to offset these financial impacts.

7. **Sustainability Initiatives**: Increasingly, postal services are being pressured to adopt eco-friendly practices, such as reducing carbon emissions or using sustainable materials. These green initiatives can add to operational costs, and higher postal rates may be necessary to support them.

Overall, postal rate hikes are often driven by the need to maintain operational efficiency and service quality amid economic and technological changes.

Government support for **Pos Malaysia** (the national postal service) stems from several key reasons tied to national interests and social responsibilities:

1. **Universal Service Obligation (USO)**: The government mandates Pos Malaysia to provide essential postal services to all citizens, regardless of their location. This ensures that even rural and remote areas have access to mail and parcel delivery, bridging the urban-rural divide.

2. **Connectivity and Communication**: Pos Malaysia plays a crucial role in facilitating communication across the country. Although digital communication is on the rise, physical mail is still important for government documents, legal notifications, and official correspondence.

3. **Economic Development**: Pos Malaysia provides logistical services that support businesses, especially small and medium enterprises (SMEs). It helps companies ship products both locally and internationally, aiding economic activity and e-commerce growth.

4. **Financial Inclusion**: Many Pos Malaysia outlets offer basic financial services such as bill payments, money transfers, and insurance. This supports financial inclusion, particularly in underserved areas where banks may not be present.

5. **Employment and Workforce Support**: As a large employer, Pos Malaysia generates significant employment opportunities. Government backing helps maintain jobs in logistics, transportation, and postal services, contributing to the economy.

6. **National Security and Integrity**: The postal service plays a role in ensuring the safe and secure delivery of official government documents and sensitive materials like ballots during elections.

7. **Adapting to E-Commerce Growth**: With the rise of online shopping and the need for reliable parcel delivery services, Pos Malaysia's operations are crucial in supporting the country’s growing e-commerce ecosystem.

8. **Public Service Mission**: Pos Malaysia operates with a public service mission, ensuring access to essential services like mail delivery at affordable rates. The government supports it to ensure these services remain accessible to all segments of society.

In summary, Pos Malaysia is a vital infrastructure for communication, logistics, and financial services, making government support critical for the country's social and economic development.

Sudden surge above rm1.1++ expected enjoy yah

Bottom out at 33sen. Tunggu rebound je kini

Good buy, outperform pulak 😁

KUALA LUMPUR (Oct 2): Malaysia’s automotive sales volume could continue to surprise the market, Kenanga Investment Bank flagged on Wednesday, as it upgraded the sector to “overweight” from “neutral”.

Total industry volume, or new vehicle registrations, could hit 800,000 units this year, according to the research firm’s projection. That compares to the forecast of 765,000 units by the Malaysian Automotive Association (MAA) that represents most domestic and foreign brands.

“This is backed by strong sustained demand in the affordable segment, attractive new launches, softer-than-expected impact from e-invoicing and a downtrading trend by mid-market buyers,” Kenanga said.

The number of vehicles sold in the first eight months of the year have hit 533,301 units, up 5.9% from 503,783 units in the corresponding period last year, according to MAA’s latest data.

Consumers, meanwhile, would have to weigh purchases of cars and other big-ticket items ahead of an impending subsidy rationalisation against potential cash handouts and other forms of assistance from the government to keep a lid on the rising cost of living.

The government has announced the re-targeting of diesel subsidy in June, while rationalisation for RON95, the most widely-used petrol variant, is expected to follow suit.

For now, “the industry’s earnings visibility is still good,” Kenanga said, citing bookings totalling 160,000 units at end-August.

More than half of the backlog is made up of new models, pointing to the appeal of new models, and the trend is likely to persist throughout the remaining months of 2024 given a strong line-up of new launches, Kenanga said.

The research house also reiterated that the fuel subsidy rationalisation will likely hurt demand for mid-market cars though it would be business-as-usual for the lower-end segment, resulting in a “two-speed” market for 2024.

For strategy, Kenanga upgraded Bermaz Auto Bhd (KL:BAUTO) and DRB-HICOM Bhd (Kl:DRBHCOM) to “outperform”, joining MBM Resources Bhd (KL:MBMR), HIL Industries Bhd (KL:HIL), Hong Leong Industries Bhd (KL:HLIND) and Sime Darby Bhd (KL:SIME).

All in, the research house now has six stocks in the sector on “outperform”, with Tan Chong Motor Holdings Bhd (KL:TCHONG) being its sole stock on an “underperform” rating.

boosting pos logistics from protons, all brands of DRB Hicom.

KUALA LUMPUR (Oct 2): Malaysia’s automotive sales volume could continue to surprise the market, Kenanga Investment Bank flagged on Wednesday, as it upgraded the sector to “overweight” from “neutral”.

Total industry volume, or new vehicle registrations, could hit 800,000 units this year, according to the research firm’s projection. That compares to the forecast of 765,000 units by the Malaysian Automotive Association (MAA) that represents most domestic and foreign brands.

“This is backed by strong sustained demand in the affordable segment, attractive new launches, softer-than-expected impact from e-invoicing and a downtrading trend by mid-market buyers,” Kenanga said.

The number of vehicles sold in the first eight months of the year have hit 533,301 units, up 5.9% from 503,783 units in the corresponding period last year, according to MAA’s latest data.

Consumers, meanwhile, would have to weigh purchases of cars and other big-ticket items ahead of an impending subsidy rationalisation against potential cash handouts and other forms of assistance from the government to keep a lid on the rising cost of living.

The government has announced the re-targeting of diesel subsidy in June, while rationalisation for RON95, the most widely-used petrol variant, is expected to follow suit.

For now, “the industry’s earnings visibility is still good,” Kenanga said, citing bookings totalling 160,000 units at end-August.

More than half of the backlog is made up of new models, pointing to the appeal of new models, and the trend is likely to persist throughout the remaining months of 2024 given a strong line-up of new launches, Kenanga said.

The research house also reiterated that the fuel subsidy rationalisation will likely hurt demand for mid-market cars though it would be business-as-usual for the lower-end segment, resulting in a “two-speed” market for 2024.

For strategy, Kenanga upgraded Bermaz Auto Bhd (KL:BAUTO) and DRB-HICOM Bhd (Kl:DRBHCOM) to “outperform”, joining MBM Resources Bhd (KL:MBMR), HIL Industries Bhd (KL:HIL), Hong Leong Industries Bhd (KL:HLIND) and Sime Darby Bhd (KL:SIME).

All in, the research house now has six stocks in the sector on “outperform”, with Tan Chong Motor Holdings Bhd (KL:TCHONG) being its sole stock on an “underperform” rating.

institutional investors holding tight for medium & long term

20sen++ easily easy money

Buy buy buy china factor parks on in china will boom

A collaboration between Pos Malaysia and China Post could be beneficial for both parties for several reasons:

1. Expanding Market Reach

Pos Malaysia: Through a partnership with China Post, Pos Malaysia could tap into China’s vast and growing market, enhancing cross-border e-commerce logistics. It would help Malaysian businesses reach Chinese consumers more effectively, expanding their market presence.

China Post: China Post could leverage Pos Malaysia's extensive network and market knowledge to penetrate the Southeast Asian market, which is an important region for trade and e-commerce growth.


2. Enhanced Logistics Capabilities

Operational Efficiency: Both postal services can benefit from improved logistics efficiency by optimizing the use of shared resources like warehousing, transportation, and last-mile delivery infrastructure.

Cross-border Solutions: A collaboration could establish an integrated and seamless cross-border logistics service, reducing transit times and costs for shipments between the two countries.


3. Leveraging E-commerce Growth

Growing E-commerce Demand: With the rapid growth of e-commerce, particularly cross-border e-commerce, this partnership would position both postal services to handle a larger volume of packages, providing better service levels to customers in both countries.

E-commerce Platforms: By integrating their logistics capabilities, they can attract more e-commerce platforms, thereby increasing shipping volumes and revenue.


4. Technology and Best Practice Sharing

Technological Advancements: China Post, with its expertise in logistics technology, can share best practices with Pos Malaysia to help streamline processes, digitize operations, and improve overall efficiency.

Process Optimization: Pos Malaysia, in return, can offer its regional insights and logistical network advantages for efficient distribution in Malaysia and neighboring countries.


5. Competitive Edge

Global Competitors: Both postal services face competition from global logistics giants like FedEx, DHL, and UPS. A cooperative alliance could help them offer competitive pricing and a more extensive service network, which would attract both business customers and individual users.

Improved Customer Service: By working together, both companies could offer more reliable, faster, and affordable services, giving them an edge in the competitive international logistics sector.


6. Infrastructure Development and Investments

Infrastructure Sharing: By pooling resources, both companies could benefit from cost savings in developing logistics infrastructure such as sorting hubs and distribution centers.

Investment Opportunities: They could also co-invest in technology, training, and infrastructure that could strengthen both postal systems and better support growing trade demands.


7. Belt and Road Initiative (BRI)

Strategic Alignment: China’s Belt and Road Initiative is heavily focused on enhancing trade routes and logistics capabilities. A partnership between Pos Malaysia and China Post could be a strategic extension of this initiative, improving connectivity and trade between China and Malaysia.


In conclusion, a partnership between Pos Malaysia and China Post could enable both entities to expand market reach, enhance logistics capabilities, benefit from e-commerce growth, leverage technology, and gain a competitive edge. This kind of collaboration can help both parties achieve efficiency and profitability through mutual support and shared resources.

buy call others realise

make more by parkson in china

china is parkson biggest market, buy now for china econ stimulus & revival

accumulate in stages hehe

😁😁😁Pos survival affect Drb. Drb is forced to do the same like for the proton. PETALING JAYA: Kenanga Investment Bank Bhd has placed a “neutral call on the local automotive sector as competition intensifies this year.

In a report, the research house said the sector’s earnings saw a drop in the second half of its reporting season particularly for DRB-Hicom Bhd and Tan Chong Motor Holdings Bhd, as both registered quarterly losses due to unfavourable environments.

It said DRB-Hicom’s core net profit had almost halved year-on-year, dragged by its second quarter losses due to wider sequential quarter losses at its postal segment, as well as longer closure of auto parts manufacturing plant on extended festive holidays and higher tax

Pos survival affect Drb. Drb is forced to do the same like for the proton. PETALING JAYA: Kenanga Investment Bank Bhd has placed a “neutral call on the local automotive sector as competition intensifies this year.

In a report, the research house said the sector’s earnings saw a drop in the second half of its reporting season particularly for DRB-Hicom Bhd and Tan Chong Motor Holdings Bhd, as both registered quarterly losses due to unfavourable environments.

It said DRB-Hicom’s core net profit had almost halved year-on-year, dragged by its second quarter losses due to wider sequential quarter losses at its postal segment, as well as longer closure of auto parts manufacturing plant on extended festive holidays and higher tax

Name: Pos Malaysia Berhad
Ticker: POS
Exchange: KLSE
Founded: 1991
Industry: Air Freight and Logistics
Sector: Transportation
Market Cap: RM 262.230m
Shares Outstanding: 782.78m
Website: https://www.pos.com.my

Top Shareholders

Top 23 shareholders own 70.14% of the company
Etika Strategi Sdn. Bhd.
53.5%
Kumpulan Wang Persaraan
3.97%
Deva Solomon
1.86%
Shanti Pathmanathan
1.25%
Employees Provident Fund of Malaysia
1.22%
Mooi Soong Cheng
1.09%
A. Inbamanay
0.91%
Kensington Trust Labuan Limited
0.77%
Chin Siang Kok
0.76%
Shirin Pathmanathan
0.59%
Selina Solomon
0.51%
Boon Liat Lim
0.45%
Helina Solomon
0.43%
Teck Huat Lim
0.39%
Huey Mei Cheah
0.37%
Abdul Bin Abdullah
0.36%
Chee Cheong Choo
0.28%
Lung Chai Teng
0.27%
State Street Global Advisors, Inc.
0.26%
Yue Zhuo
0.26%
Jun Kin Lee

Cash Runway Analysis

For companies that have on average been loss-making in the past, we assess whether they have at least 1 year of cash runway.

Stable Cash Runway: Whilst unprofitable POS has sufficient cash runway for more than 3 years if it maintains its current positive free cash flow level.
Forecast Cash Runway: POS is unprofitable but has sufficient cash runway for more than 3 years, due to free cash flow being positive and growing by 54% per year.

lthDividendManagementOwnershipInformation
View Company Overview
Valuation
Is POS undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score
5/6
Below Fair Value
Significantly Below Fair Value
Price-To-Sales vs Peers
Price-To-Sales vs Industry
Price-To-Sales vs Fair Ratio
Analyst Forecast
Share Price vs Fair Value

What is the Fair Price of POS when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

70.6%
Undervalued
Current Price
RM 0.34
Fair Value
RM 1.14
20% Undervalued
About Right
20% Overvalued

Below Fair Value: POS (MYR0.34) is trading below our estimate of fair value (MYR1.14)
Significantly Below Fair Value: POS is trading below fair value by more than 20%.

how? Ada siasatan ka? 😅 https://themalaysiacorporate.com/2024/09/25/projek-bess-sabah-rakyat-rugi-50-juta-setahun-tapi-bung-moktar-rembat-rm-100-juta-dari-chen-khai-voon-seal-incorporated-bhd/

tunggu ia memecut je

34sen now, back to 40-50sen, volume would surge

https://postandparcel.info/156991/news/e-commerce/pos-malaysia-ceo-we-are-confident-in-our-ability-to-deliver-improved-results-for-the-full-year/

The National Audit Department will be auditing 2,000 government-linked companies beginning next year, in an effort to create a new era of enhanced governance in Malaysia, said Auditor General Datuk Wan Suraya Wan Mohd Radzi.

Investing.com -- Current market conditions present a compelling opportunity for a near-term small-cap trade, Wells Fargo analysts said Monday.

According to the investment bank, a combination of a close U.S. presidential race and favorable economic catalysts makes small-cap stocks particularly attractive in the short term.

Macam proton, tiba2 geely jadi partner, siapa dapat sangka... Pos Malaysia sama je... Tiada perubahan / transformasi, drb pun mati bersama

Mat salleh ceo dah buat interview baru2 ni, sesuatu yg luar biasa akan berlaku. Sabar je

Bila announce geely as a strategic partner in pos like proton, terbang non-stop kena sabar ya