DRB-HICOM should let Geely acquire a stake in Pos Malaysia to leverage Geely's expertise in turnaround strategies, access to new technologies, and financial resources, which could enhance Pos Malaysia's competitiveness and profitability, benefiting both companies.

Geely is the best partner to make Pos Malaysia profitable again due to its proven track record in transforming struggling companies like Proton, its strategic expertise in supply chain and logistics, and its ability to inject capital and innovation to modernize operations and drive growth.

Acquiring a stake in Pos Malaysia is a small investment for Geely because Pos Malaysia's shares are currently undervalued, allowing Geely to gain significant control at a lower cost with potential for high returns as the company rebounds.

Geely can potentially turn around Pos Malaysia like it did with Proton by applying its expertise in operational efficiency, strategic partnerships, and innovation, coupled with capital investment and a focus on modernising services to meet evolving market demands.

Geely likely wanted a stake in Pos Malaysia to leverage its logistics infrastructure, expand its presence in Southeast Asia, and integrate its automotive supply chain with efficient delivery networks.

Pos Malaysia is the new king in the Malaysian market due to its extensive logistics network, digital transformation, and dominance in e-commerce delivery services.

Here are the key points explaining why Pos Malaysia is likely to turn around with its recent corrective actions:

- **Cost Management**: The company has implemented stringent cost control measures, reducing operational inefficiencies and improving its overall financial health.

- **Digital Transformation**: Pos Malaysia is investing in digital solutions to enhance its service offerings, which helps in meeting the growing demand for e-commerce and logistics services.

- **Strategic Partnerships**: The company is forming strategic partnerships to expand its reach and capabilities, particularly in logistics and e-commerce sectors.

- **Operational Restructuring**: Pos Malaysia has undergone significant restructuring, streamlining operations and focusing on its core business areas.

- **Improved Service Offerings**: With a focus on customer experience, Pos Malaysia has revamped its service offerings, which is expected to attract and retain more customers.

- **Government Support**: Being a government-linked company, Pos Malaysia benefits from policy support and potential government interventions aimed at stabilising and enhancing its operations.

- **Market Recovery**: As the economy recovers, there is expected to be an increase in demand for logistics and postal services, which Pos Malaysia is well-positioned to capitalise on.

These actions collectively strengthen Pos Malaysia's ability to navigate challenges and potentially return to profitability.

More to come by its parent company , DRB



Save Print Back

1619 DRBHCOM DRB-HICOM BHD
MEMORANDUM OF UNDERSTANDING
MEMORANDUM OF UNDERSTANDING
DRB-HICOM BERHAD ("DRB-HICOM" OR "THE COMPANY") - UPDATE ON THE STATUS OF
MEMORANDUM OF UNDERSTANDING ("MOU") ENTERED INTO BETWEEN PROTON GLOBAL SERVICES
SDN. BHD. ("PGS") AND SOLAROO SYSTEMS SDN. BHD. ("SOLAROO")
You are advised to read the entire contents of the announcement or attachment.
To read the entire contents of the announcement or attachment, please access
the Bursa website at http://www.bursamalaysia.com

23/08/2024 07:00 AM


Ref Code: 202408233000314

Like cypark case, once a tycoon makes a move, huatlah

Some states in Malaysia good potential for pos Malaysia to grow its financial services like pawn services, pos shop n cafe

Another possibility, BSN acquired it to set up bsn bank branches at pos offices & close some loss making branches. Bank & pos shop + cafe to grow further

NTA 54sen now. Privatisation at p/b value 1 to 2 ... 54sen to rm1.08

Pos Malaysia needs geely to turnaround like proton. Waiting for any M&A moves ... Hehehe

Buy, better late than never $$$$$

Geely's interest in acquiring a stake in Pos Malaysia, similar to its acquisitions of Proton and Lotus, likely stems from several strategic motivations:

1. **Expansion of Ecosystem**: Geely is building an expansive ecosystem that integrates different aspects of mobility and logistics. Pos Malaysia, as a key player in logistics and postal services, would complement Geely's automotive and transportation portfolio by enhancing its supply chain and last-mile delivery capabilities.

2. **Synergy with Proton**: Geely has already acquired a significant stake in Proton, a Malaysian carmaker. By acquiring Pos Malaysia, Geely could strengthen its distribution and logistics network in Malaysia, making it easier to move automotive parts, vehicles, and other goods across the country, thereby reducing operational costs.

3. **Digital Transformation**: Geely has been focusing on digital transformation and smart technologies. Pos Malaysia, which is undergoing its own digitalisation process, could benefit from Geely's expertise, potentially leading to innovations in e-commerce logistics, smart warehouses, and more efficient postal services.

4. **Strategic Regional Presence**: Malaysia is strategically located in Southeast Asia, making it a valuable hub for Geely's regional operations. Acquiring Pos Malaysia could help Geely to establish a stronger presence in the region, particularly in logistics and e-commerce, which are rapidly growing sectors.

5. **Diversification**: Geely has been diversifying its business portfolio beyond just automobile manufacturing. By investing in logistics and postal services, the company could mitigate risks associated with the cyclical nature of the automotive industry and tap into new revenue streams.

6. **Government Relations and Local Market Influence**: By investing in key national assets like Proton and Pos Malaysia, Geely can strengthen its relationship with the Malaysian government, which could facilitate further business opportunities in the country and potentially in other ASEAN markets.

Overall, Geely's interest in Pos Malaysia aligns with its broader strategy of building a comprehensive mobility and logistics ecosystem, while also leveraging synergies with its existing investments in the region.

Also, the consumer, aviation, construction, building materials, and automotive sectors could benefit in a stronger ringgit environment," the research firm said in its outlook.

Among blue chips, Tenaga Nasional rose eight sen to RM13.80, Sunway gained six sen to RM4.08 and PETRONAS Chemicals added six sen to RM5.77.

Privatisation is the best now, relist later. Geely 49% Drb 51% like proton... Calculated risk

KUALA LUMPUR: Foreign investors were active buyers again last week, purchasing a net total of RM1.40 billion in domestic equities, according to MIDF Research.

The firm said this was nearly five times the RM299.6 million net bought the previous week.

"Malaysia's exports surged at their fastest pace in nearly two years, driven by strong demand for commodities and electronics, along with higher shipment to advanced economies.

"Exports reached RM131.2 billion in July 2024, marking a 12.3 per cent year-on-year (YoY) increase," it said in its fund flow report today.

Meanwhile, MIDF Research said foreign investors were net buyers on every trading day except for Friday when there was a sell-off of -RM1.6 million.

The largest net foreign inflow occurred on Monday, totalling RM574.9 million.

The sectors that recorded the highest net foreign inflow were financial services (RM1.30 billion), utilities (RM118.9 million), and telecommunication & media (RM54.8 million).

Meanwhile, the sectors with the highest net foreign outflows were technology (-RM140.2 million), consumer products & services (-RM50.2 million), and property (-RM25.9 million).

Furthermore, the firm said local institutions were net sellers every trading day and continued to offload domestic equities for the second consecutive week, with a total net sale of RM1.12 billion.

"Local retailers only had a net purchase on Friday, totalling RM78.2 million, and were net sellers for the remainder of the week. "Overall, they were net sellers with a total of -RM284.4 million," it added.

MIDF Research said the average daily trading volume (ADTV) showed increases across all investor classes.

Foreign investors recorded the highest increase at 35.8 per cent, while local institutions and local retailers recorded increases of 33.1 per cent and 19.0 per cent respectively.

KUALA LUMPUR: The ringgit strengthened against the US dollar at the opening, as the US Federal Reserve (Fed) appears on track to cut interest rates, said an analyst.

At 8 am, the local currency continued to gain versus the greenback to 4.3515/3700 compared to 4.3720/3775 at the close last Friday.

Bank Muamalat Malaysia Bhd chief economist Dr Mohd Afzanizam Abdul Rashid said Fed chairman Jerome Powell's speech during the Jackson Hole Symposium last Friday indicated a policy shift from containing the risks of higher inflation to avoiding a further cooling in the labour market.



More to come

Pos shop & cafe should bring in value in months to come via free space at pos office throughout malaysia. Ipo later, shares to be distributed to all pos shareholders

Geely zeekr & proton should rise as it would help pos logistics biz too.

Disposal of a non core biz unit fetches rm120mil++ in cash. Pos has a lot of depreciation based on assets acquired in the past. Cash flow has no issue,overall still ada banyak free cash flow. Study its consoludated cashflow statement yah

Cashflow masih mantap. Hehehek

POS MALAYSIA BERHAD
(Registration No. 199101019653 (229990-M))
(Incorporated in Malaysia)
7
CONDENSED CONSOLIDATED STATEMENT OF CASH FLOWS (CONTINUED)
(a) Reconciliation of liabilities arising from financing activities:
Lease
Liabilities
Hire
Purchase
Islamic
Term Loans
Revolving
Credits
Invoice
Financing Total
RM’000 RM’000 RM’000 RM’000 RM’000 RM’000
At beginning of the financial
period 113,719 1,059 208,628 276,500 17,911 617,817
Net changes from financing
cash flows:
Acquisition of new leases 22,805 - - - - 22,805
Remeasurement of lease
liabilities 5,776 - - - - 5,776
Termination of leases (1,643) - - - - (1,643)
Drawdown - - 153,000 - 42,842 195,842
Repayment (26,314) (554) (181,663) (5,096) (32,198) (245,825)
Reclassified to liabilities held
for sale - - (27,927) - (10,638) (38,565)
Effects of foreign currency
translation - - 962 - - 962
Total net changes from
financing cash flows 624 (554) (55,628) (5,096) 6 (60,648)
At end of the financial period 114,343 505 153,000 271,404 17,917 557,169
-The rest of this page is intentionally left blank

Focus on logistics & transportation biz also as proton is booming & fdi is rising.

Postal service can leave it to other courier companies in the urban & sub urban areas. Focus on convenient store biz & cafe

Rm100-150mil to expand pos shop & to increase cash


https://www.klsescreener.com/v2/announcements/view/7680015

Pos office will cease soon, leave it to the private courier companies to do. Focus on convenient store like speed99

45-50sen anytime

Pos Malaysia: To shed non-core shipping unit for RM123m. POS Malaysia plans to streamline operations and focus on core business areas by divesting its subsidiary PNSL for approximately RM123.21m, transferring its entire equity interest of 49m shares in PNSL through Pos Logistics to SWA Shipping. The disposal consideration, subject to adjustment on completion, will be entirely settled in cash. (The Malaysian Reserve)

Pos shop later spin off for ipo, kayalah

*99 Speedmart IPO*

- Listing on 9th Sept with *IPO price of RM1.65,* implied *market cap will be around RM13.68b,* close to Genting Malaysia and AMMB.

- 99 Speed Mart has *cornerstone investors* such as EPF, AIA, GE, Areca, Perkeso.

- *Post IPO,* founder Lee family will still hold c.83% of the company, with *c.17% free float* sold to the public.

- 99 Speed Mart has *2,651 outlets* and target to expand to 3000 outlets by 2025.

- *Past 3-years growth is about 13-14%/year,* and 2023 operating cashflow was c.RM930m (one of the highest in Malaysia).

- *Margins:* PBT margin about 6%, >industry average.

- ⁠*Net cash company.* Net cash about RM28m, with RM79m cash/equivalents, and RM51m borrowings.

- *Valuations:* At listing price of RM1.65, it's trading at about 34.6x 2023 PE.

- *Listing valuations looks fair for a large-cap consumer stock* listed on Bursa, as peers such as MRDIY, Nestle, QL Resources trades at historical PE ratio of c.30-45x.

Pos Malaysia's turnaround potential with the introduction of Pos Shops is a significant initiative aimed at revitalizing the company by expanding its service offerings and modernizing its operations. Here’s how Pos Shops could contribute to Pos Malaysia's turnaround:

### 1. **Diversification of Services**
Pos Shops aim to diversify Pos Malaysia's service offerings beyond traditional postal services. By offering a broader range of services, including retail, e-commerce solutions, financial services, and logistics, Pos Malaysia can attract more customers and generate new revenue streams.

### 2. **Enhanced Customer Experience**
Pos Shops are designed to provide a more modern and customer-friendly environment. This shift can improve customer satisfaction and loyalty, encouraging more frequent use of Pos Malaysia’s services. A better customer experience can drive higher foot traffic and sales.

### 3. **Leveraging Existing Infrastructure**
Pos Malaysia has an extensive network of post offices across the country. By transforming these locations into Pos Shops, the company can maximize the use of its existing infrastructure. This can reduce the need for significant new investments while enhancing the functionality of its physical locations.

### 4. **Supporting E-commerce Growth**
As e-commerce continues to grow in Malaysia, Pos Shops can serve as important hubs for e-commerce activities, including parcel drop-off and pick-up, returns processing, and payment services. By positioning itself as a key player in the e-commerce ecosystem, Pos Malaysia can capitalize on the increasing demand for logistics and delivery services.

### 5. **Creating New Partnerships**
Pos Shops could open up opportunities for strategic partnerships with other businesses, such as financial institutions, retailers, and tech companies. These partnerships can lead to co-branded services, shared resources, and new customer acquisition strategies.

### 6. **Focus on Community Engagement**
By rebranding its post offices as Pos Shops, Pos Malaysia can strengthen its role as a community hub. Offering services that cater to local needs, such as utility bill payments, government services, and small business support, can enhance the company’s relevance in everyday life.

### 7. **Potential Challenges**
However, the success of Pos Shops in turning around Pos Malaysia will depend on several factors:
- **Execution**: The ability to effectively implement and manage these new shops will be crucial.
- **Customer Adoption**: Customers must see value in the new offerings and choose to use Pos Shops over other alternatives.
- **Competition**: Pos Malaysia will face competition from other logistics and retail players who may also be targeting the same customer segments.

### Conclusion
Pos Shops have the potential to play a key role in Pos Malaysia’s turnaround strategy by modernizing its services, enhancing customer experience, and capitalizing on the growth of e-commerce. If well-executed, this initiative could help Pos Malaysia regain its footing in a competitive market and create a sustainable path forward. However, the success will largely depend on how effectively these shops are integrated into the broader strategy and how well they resonate with customers.

DRB-HICOM’s acquisition of Pos Malaysia was part of a strategic move to diversify and strengthen its portfolio in logistics and postal services. Pos Malaysia, as the national postal service provider in Malaysia, has a significant infrastructure network across the country. Here are some reasons why DRB-HICOM made this acquisition:

1. **Synergy in Logistics and Postal Services**: DRB-HICOM has a diverse business portfolio that includes automotive, property, and services sectors. By acquiring Pos Malaysia, it aimed to create synergies between its existing logistics operations and Pos Malaysia’s extensive postal network, enhancing its capabilities in the logistics sector.

2. **Expansion into E-commerce**: With the growth of e-commerce in Malaysia, there was an increasing demand for efficient logistics and delivery services. Acquiring Pos Malaysia allowed DRB-HICOM to tap into this growing market and leverage Pos Malaysia's infrastructure to serve e-commerce businesses better.

3. **Diversification**: For DRB-HICOM, acquiring Pos Malaysia was also a way to diversify its revenue streams. The postal service industry, despite facing challenges from digitalization, still plays a crucial role in logistics, and DRB-HICOM saw an opportunity to modernize and potentially profit from it.

4. **Potential for Modernization and Digitalization**: Pos Malaysia, being a traditional postal service, was facing challenges due to the digitalization of communication. DRB-HICOM likely saw the potential to modernize Pos Malaysia, integrating more digital solutions and expanding its services to include more than just traditional mail.

5. **Government Influence and National Interest**: As Pos Malaysia is a key national asset, DRB-HICOM’s acquisition might also have been aligned with national interests, ensuring that the postal service remains in the hands of a strong Malaysian entity capable of modernizing and maintaining its critical role in the country.

Overall, the acquisition was driven by a mix of strategic business considerations, the potential for growth in logistics and e-commerce, and the opportunity to modernize a key national service.

https://klse.i3investor.com/web/blog/detail/savemalaysia/2024-08-13-story-h-154278629-Pos_Malaysia_Beware_of_parcel_scam_using_APK_files

Secara keseluruhannya hingga 2024 katanya, sebanyak 50 cawangan Pos Shop akan dibuka di seluruh negara.

"Pos Shop ini merangkumi kedai runcit dan kafe. Jadi pembukaan Pos Shop kelak akan pelbagai dengan ada lokasi mempunyai keduanya atau hanya salah satu kedai runcit atau kafe bergantung kepada keperluan lokasi.

Pos Malaysia, the national postal service provider in Malaysia, could see a rebound due to several potential factors:

### Digital Transformation
1. **E-commerce Growth**: The continued expansion of e-commerce can drive higher parcel volumes. With more people shopping online, the demand for delivery services increases.
2. **Digital Services**: Diversification into digital and financial services, such as digital postal services, e-wallets, and online bill payments, can attract new customers and revenue streams.

### Operational Efficiency
3. **Cost Optimization**: Implementing cost-saving measures and improving operational efficiency can enhance profitability. Automation and improved logistics management can reduce costs and improve service quality.
4. **Modernization of Fleet**: Investing in modern, fuel-efficient vehicles and green technologies can reduce operational costs and appeal to environmentally-conscious consumers.

### Strategic Partnerships
5. **Collaborations and Partnerships**: Forming strategic alliances with e-commerce platforms, international courier services, and logistics companies can expand service offerings and market reach.
6. **Government Support**: Support and initiatives from the government to improve postal services and infrastructure can provide a significant boost.

### Service Expansion
7. **Expanding Services**: Introducing new services such as same-day delivery, specialized logistics for healthcare products, and enhanced tracking systems can attract more customers.
8. **Rural Connectivity**: Enhancing service availability in rural and underserved areas can tap into new customer bases and fulfill national service obligations.

### Financial Management
9. **Debt Restructuring**: Effective management of debt and financial obligations can improve financial stability and investor confidence.
10. **Capital Investment**: Attracting investment for infrastructure development and technological upgrades can support long-term growth.

### Market Adaptation
11. **Customer Experience**: Focusing on improving customer experience through better service reliability, user-friendly interfaces, and responsive customer service can build brand loyalty.
12. **Adapting to Market Trends**: Keeping abreast of market trends and adapting services to meet changing customer needs can ensure relevance and competitiveness.

### Government and Regulatory Support
13. **Regulatory Reforms**: Favorable regulatory changes and reforms can create a more conducive business environment for postal services.
14. **Incentives and Subsidies**: Government incentives and subsidies for the logistics and postal sector can provide financial relief and encourage growth.

### Health and Safety Measures
15. **Pandemic Response**: Efficient handling of health and safety protocols during pandemics or health crises can ensure continuity of services and build public trust.

These factors, individually or in combination, can contribute to a positive turnaround for Pos Malaysia, positioning it for growth and improved financial performance.

Malaysia: Investment Upcycle of the Third Wave

Investment upcycle is underway as investment to GDP ratio is rising. We see five drivers or themes current investment upcycle i.e. “green”, “tech”, “JSSEZ”, “infrastructure” and “Government-linked”. Previous two investment upcycles saw GDP growth pick up with multi-year momentum; double-digit construction growth; above-trend consumer spending growth; current account deficits with above-30% investment to GDP ratio; plus upsides to inflation and Ringgit

At rock bottom price, waiting for privatisation by drb and geely

RM is rising, economic growth up also

Amid the rising costs and stagnant tariff rate, Pos Malaysia has also been grappling with increasingly faster declines of annual mail volume — a structural issue faced by many postal service providers worldwide.

That said, expectations of a tariff increase in FY2024 would help fuel spurts in Pos Malaysia’s share price rebound in the coming months. good luck

DIGITAL CERTIFICATE FOR E-INVOICE
You are here:Home/Digital Certificate for e-Invoice
e-Invoice Information


What is e-Invoice?
e-Invoice is an advanced method for businesses to send and receive invoices electronically, streamlining the process compared to traditional paper invoicing. This digital approach enhances efficiency and reduces manual errors, making it easier for businesses to manage their invoicing tasks.



Who Should Use e-Invoicing?
In Malaysia, e-Invoicing will be mandatory for all businesses, implemented in stages starting from 1st August 2024. The timeline set by the Inland Revenue Board of Malaysia (IRBM) is as follows:



Targeted Taxpayers Implementation Date
Annual turnover or revenue of >RM100 million 1st August 2024
Annual turnover or revenue of >RM25 million to ≤RM100 million 1st January 2025
All taxpayers 1st July 2025

What e-Invoicing Product Does Pos Digicert Offer?
Pos Digicert offers digital certificates for data signing before sending e-Invoices to the IRBM. They provide two package options:



Soft Certificate
Location: Should be placed on the same server as your ERP or middleware.
Accessibility: Your ERP server/middleware should read the soft certificate file in .p12 format.
Integration: No integration needed, but the ERP server must locate the certificate.
Suitable for: Any organization.
Certificate validity: 1 year.
Price: RM 1,500 + RM 120 (8% SST).


Roaming Certificate
Location: Stored securely at Pos Digicert's HSM.
Accessibility: Via API.
Integration: Required.
Suitable for: Appointed Tax Agents / Intermediaries.
Certificate validity: 1 year.
Price: RM 15,000 + RM 1,200 (8% SST).


Mandatory Information in the Certificate

Mandatory Field Description Value Example
Common Name (CN) The organization name Pos Digicert Sdn Bhd
Country (C) The country of the organization - 2-letter ISO code. MY
Email (E) An email for the organization. einvoice@posdigicert.com.my
Organization (O) The organization name Pos Digicert Sdn Bhd
Organization identifier The Tax Identification Number of the organization (TIN) C1041895804
Serial number (serialNumber) The business registration number (BRN) of the organization that is linked to the TIN provided above. 199801001482

How to Purchase the Certificate?
Email einvoice@posdigicert.com.my for a quotation.
Upon receiving the quotation, issue a PO/payment advice and complete the application provided.
Submit both documents to einvoice@posdigicert.com.my for processing, which takes 3-5 working days.
The administrative contact listed in the application form will be contacted for information verification.
Once verification is complete, the certificate will be issued and sent to the administrative contact.
After receiving the certificate, configure it to your ERP solution. Please ask your ERP provider for assistance with this.

Drb geely has turnaround proton, geely & Drb taking pos private is the best option. Relist in the future

Sudden surge is expected. Stay calm & +

Accumulate in stages

Drb & geely take it private, terbaik.

UBS lifted its year-end price target for the S&P 500 to 5,900, citing a supportive environment for U.S. equities.

The Swiss investment firm also set a mid-2025 target of 6,200 for the index, reflecting optimism about the market's prospects.

The latest call is based on several key factors, including solid earnings growth, disinflation, anticipated Federal Reserve rate cuts, and a surge in artificial intelligence (AI) investment.

Economists see Malaysia’s export growth strengthening in 2H2024
By Luqman Amin / theedgemalaysia.com
18 Jul 2024, 09:38 pm

https://theedgemalaysia.com/node/719562

Small cap GLC Stocks if they are well-balanced in your investment portfolio, they can provide you with fruitful returns in due time. It is always advisable to research well before you start investing

Rising , up trend privatisation at the most suitable time

Drb & geely to privatise pos Malaysia. The logistics and transportation biz segment of pos is crucial for proton/lotus/geely car distribution in the region

Drb holds more than 50%++. I think privatisation is approaching. NTA 61sen.P/B value 1X to 1.5X good luck