Huatlah everybody hehe

Projection Timeline
Next 3-6 Months: Consolidation in the range of RM 0.40-0.60 as market confidence rebuilds.
6-12 Months: Rally towards RM 0.80-1.10, driven by strong earnings, sector performance, and increased institutional interest.

Assuming improved macroeconomic conditions, a resurgence in investor confidence, and catalysts such as sector growth or favorable policies:

Short-Term Upside Drivers:

Increased Tourism Revenues: Boosts from sectors linked to tourism (e.g., food & beverage, hospitality) will positively impact companies like BFood.
Market Sentiment Shift: As corrections historically lead to recoveries, the current stabilized range around 0.35-0.40 may attract new investors.
Mid-Term Catalysts:

Earnings Growth: Positive results driven by operational efficiency, store expansions, and tourism recovery could reignite interest.
Sector Resilience: As consumer demand for premium experiences and leisure grows, businesses catering to these trends will see upside.
Super Bull Target:

Based on past peaks (e.g., RM 1.03 in Mar 2023), a future rally could retest these levels. Assuming steady accumulation and a positive business outlook, a breakout above RM 1.10 within the next 6-12 months is plausible.

Berjaya Food Berhad (BFood) is to going to experience a strong revival in 2025, driven by several key factors that have reinvigorated its business operations and market appeal:

1. Strategic Expansion and Brand Resilience
Starbucks Malaysia, BFood’s flagship brand, continues to expand its store network, particularly in high-demand locations such as urban centers, airports, and tourist hubs. The brand's resilience and international appeal ensure steady customer traffic.
Kenny Rogers Roasters (KRR) has been revitalized through menu innovations and targeted promotions, which are drawing back diners and expanding its customer base.
2. Tourism Recovery
Malaysia's tourism sector is rebounding strongly in 2024, with a significant increase in international and domestic tourist arrivals​
THE MALAYSIAN INSIGHT
​
THE STAR
. This directly benefits BFood, especially its Starbucks outlets located in tourist-heavy areas.
Tourist preferences for international brands like Starbucks provide consistent revenue growth during high-travel seasons.
3. Menu Innovations and Localization
Starbucks Malaysia has introduced localized products that appeal to both domestic and international customers. Seasonal offerings and limited-edition beverages also drive sales during peak periods.
4. Robust Digital Transformation
Starbucks Malaysia has leveraged its digital ecosystem, including its mobile app, loyalty programs, and online delivery services, which accounted for a significant portion of sales growth.
Digital marketing campaigns target younger consumers and tourists, enhancing brand visibility and engagement.
5. Consumer Behavior Shift Post-Pandemic
Consumers are spending more on dining out and premium experiences, a trend that aligns with BFood’s offerings. Starbucks' premium positioning has attracted higher spending per customer.
6. Cost Efficiency and Margin Improvement
BFood has undertaken measures to improve operational efficiency and manage costs. For instance, supply chain optimizations and renegotiated supplier contracts have enhanced profit margins.
7. Strong Financial Performance
BFood has reported consistent revenue growth, attributed to higher same-store sales, effective promotions, and outlet expansions.
Recovery in consumer spending and strategic pricing adjustments have contributed to increased profitability.
Conclusion
The combination of strategic expansion, tourism revival, digital engagement, and operational efficiency has catalyzed BFood's strong revival. With continued focus on these areas, the company is well-positioned to maintain its upward trajectory in Malaysia's competitive F&B industry.

Malaysia's tourism sector has been rebounding strongly in 2024, with a 32.5% increase in tourist arrivals in the first quarter compared to 2023. This recovery is supported by initiatives like Visit Malaysia 2026, focusing on marketing campaigns, digital engagement, and increasing air travel accessibility. Chinese tourist arrivals, a key market, are also recovering significantly, aided by visa exemptions and increased international flight options​
THE MALAYSIAN INSIGHT
​
THE STAR
​
THE STAR
.

For Berjaya Food Berhad (BFood), these trends present strategic opportunities:

Dining as an Experience: Many tourists prioritize unique dining experiences, and BFood's Starbucks Malaysia and Kenny Rogers Roasters outlets can position themselves as part of these experiences by offering regionally inspired menus and ambiance that resonate with international visitors.

Strategic Locations: BFood could expand its outlets in high-traffic tourist areas, such as Kuala Lumpur City Centre or Langkawi, which are popular among tourists.

Collaborations with Tourism Initiatives: Partnering with tourism boards or travel agencies to provide exclusive meal packages or promotions for tourists could drive foot traffic to its outlets.

Digital Integration: With most travelers researching and planning online, BFood can capitalize on targeted digital marketing campaigns to attract tourists, highlighting its offerings as must-visit culinary destinations.

Catering to Global Tourists: Tailoring menus and marketing efforts to Global tourists, whose numbers are recovering quickly, could tap into a lucrative segment.

By aligning its strategy with tourism growth, BFood can capitalize on increased visitor spending and strengthen its position in Malaysia's food and beverage market.

Tourism plays a significant role in boosting Berjaya Food Berhad (BFood) due to the nature of its flagship businesses and their alignment with tourism-driven consumer behavior. Here's how tourism enhances BFood's performance:

1. Increased Foot Traffic in Tourist Hubs
Starbucks Malaysia: Many Starbucks outlets are strategically located in high-traffic areas such as airports, malls, and tourist hotspots. These locations naturally attract tourists who seek familiar, premium coffee brands during their travels.
Kenny Rogers Roasters (KRR): Tourists often look for casual dining options, and KRR's presence in urban centers and malls makes it a convenient choice for both local and international visitors.
2. Brand Familiarity Among Tourists
Starbucks: Being a globally recognized brand, Starbucks appeals to tourists who prefer known and trusted food and beverage options while traveling.
This familiarity leads to consistent revenue contributions from international travelers, especially during peak tourist seasons or holidays.
Tourists are often willing to spend on premium experiences, and Starbucks caters perfectly to this segment with its offerings and ambiance.
3. Boost in Domestic Tourism
The rise in domestic tourism, fueled by government initiatives or post-pandemic recovery trends, has increased spending at popular dining and café outlets.
Families and groups traveling within Malaysia frequently stop at Starbucks or KRR outlets for meals or refreshments.
4. Tourism-Driven Seasonal Promotions
BFood capitalizes on high tourist seasons with targeted marketing campaigns and promotions.
Limited-edition drinks, seasonal food items, and attractive combos are introduced to appeal to both locals and international visitors, further driving sales.
5. Locations in Tourist-Heavy Regions
Many BFood outlets are in cities like Kuala Lumpur, Penang, and Langkawi, which are key tourist destinations. These locations see significant footfall, especially from international visitors.
Iconic and highly Instagrammable Starbucks locations, such as those near beaches or heritage sites, also attract tourists looking for a blend of coffee and unique experiences.
6. Supporting Economic Multiplier Effect
As tourism thrives, related industries such as retail, hospitality, and transport benefit. BFood, being in the F&B sector, indirectly reaps the rewards as tourists spend more on dining experiences.
7. Recovery of International Tourism
With Malaysia welcoming more international tourists post-pandemic, there has been a notable increase in F&B spending. Starbucks, being a global name, becomes a top choice for quick, reliable, and premium coffee breaks.
Travelers from countries like China, Singapore, and the Middle East often have a high propensity to spend on brands like Starbucks, directly benefiting BFood.
8. Synergy with Berjaya Corporation
As part of the Berjaya Group, BFood may benefit from cross-promotional opportunities in Berjaya’s hotels and resorts, where tourists frequent. Special offers or collaborations within the group can funnel tourist spending toward BFood outlets.
Conclusion
Tourism drives higher foot traffic, increased spending, and brand loyalty for BFood through its strategic locations, brand recognition, and alignment with tourist preferences. This makes it an integral factor in the company’s growth story, especially in periods of robust tourism activity.

Buy first before vincent main share buyback with his group of companies... low hanging fruits makan dulu hehe

Key Drivers Supporting BFood's Upside Potential
1. Aggressive Expansion Strategy
BFood has been actively expanding its footprint, particularly in its Starbucks and Kenny Rogers Roasters (KRR) outlets. Starbucks Malaysia remains its flagship revenue generator, with consistent same-store sales growth.
Expansion into new formats, such as drive-thru and smaller kiosk-style Starbucks outlets, taps into convenience-driven consumer behavior.
2. Resilience in Consumer Spending
Despite economic challenges, BFood's premium brand positioning aligns with a growing middle class and resilient consumer demand for coffee and dining experiences.
The strong loyalty program (Starbucks Rewards) keeps customers returning, fostering repeat business.
3. Operational Efficiency and Margins
Cost optimization strategies, such as centralizing procurement and automating back-end processes, have led to better margins.
Improved gross profit margins for Starbucks, driven by menu innovation and upselling opportunities, add to earnings stability.
4. Brand Equity and Market Leadership
Starbucks is a globally recognized brand, and BFood benefits from the high brand equity associated with it. This reduces the risks often linked to brand-building for competitors.
KRR's renewed focus on healthier menus and affordability further diversifies revenue streams.
5. Favorable Economic and Market Trends
Malaysia’s recovery in retail and F&B sectors post-pandemic has boosted dine-in and takeaway sales, benefitting BFood directly.
With consumer sentiment improving and inflation stabilizing, discretionary spending on premium coffee and dining is likely to increase.
Financial and Market Indicators
Strong Earnings Growth
BFood’s quarterly results have consistently shown revenue growth driven by higher contributions from Starbucks Malaysia and improved operating margins.
Its ability to deliver shareholder value through dividends (strong payout ratio) enhances investor confidence.
Valuation Upside
Comparatively undervalued against regional peers in the F&B sector, BFood’s stock has room for appreciation. A re-rating by analysts, especially following earnings surprises, could drive further interest.
Institutional Interest
Active interest from institutional investors due to its stability, growth potential, and dividend yield is another factor supporting upside potential.
Forecasted Performance and Potential Targets
Short-term (3-6 Months)
With robust quarterly results and continued outlet expansion, the stock could aim for RM1.50–RM1.80, testing recent highs.
Mid-term (6-12 Months)
Sustained growth in Starbucks Malaysia, successful KRR revamp efforts, and potential entry into new markets or partnerships could drive the stock toward RM2.00 and beyond.
Catalysts to Watch
Quarterly Earnings Reports:
Continued growth in revenue and profitability will reinforce bullish sentiment.
Expansion Announcements:
New Starbucks drive-thru locations or regional expansion for KRR could excite the market.
Economic Environment:
Stabilization of inflation and consumer confidence recovery will play a crucial role in boosting discretionary spending.
BFood is well-positioned for an impressive run due to its strategic initiatives, premium brand positioning, and alignment with current market trends.

Out perform hehe huat yay

Malayan Flour Mills Berhad (MFM) indeed has the potential for significant upside if the right conditions are met. Here's a closer look at what might be driving this sentiment and what could support its continued growth:

Reasons for Optimism in Malayan Flour Mills (MFM):
Strategic Partnerships and Expansion:

MFM's joint ventures, especially in the poultry integration business, have positioned it as a major player in Malaysia's food industry.
Diversification into higher-margin products and segments, like value-added poultry products, boosts profitability potential.
Rising Demand for Food Security:

As food security becomes a priority in Southeast Asia, companies like MFM that contribute to the supply chain are likely to see increased demand.
Government policies promoting local food production could also act as a catalyst.
Cost Rationalization and Efficiency Gains:

Efforts to optimize costs through technology upgrades and operational efficiency may lead to better margins.
Declining raw material costs (like wheat) could improve the bottom line.
Export Opportunities:

MFM is well-positioned to benefit from export growth, particularly to nearby ASEAN markets, where demand for both flour and processed poultry is rising.
Stock Market Momentum:

Recent price movements suggest strong accumulation, which could precede a significant breakout. If institutional investors are involved, the upside could be extraordinary.
Forecasting Potential Upside:
Short-term Target: If MFM sustains its bullish momentum, the stock could test historical highs within the next 3-6 months.
Mid-term Target: Further expansion into export markets or strategic partnerships could push the stock higher, potentially into the RM1.50–RM2.00 range (depending on market conditions and earnings growth).
Catalysts to Watch:
Quarterly Results: Improved earnings due to better margins or higher sales volumes.
Market Sentiment: Any positive announcements regarding partnerships or government incentives could push the stock higher.
Global Commodity Prices: Favorable trends in wheat and feed costs could reduce input costs significantly.

Great!!!

---

### Observed Patterns:
1. **Volume and Momentum**: Recent higher trading volumes, especially on 2024-12-09, 2024-11-29, and 2024-11-20, indicate significant market interest. Historically, spikes in volume have corresponded with upward price trends.
2. **Price Consolidation**: The prices have stabilized in the 0.355–0.375 range in December, forming a base that could support a breakout.
3. **Historical Highs**: Peaks observed in early November around 0.500–0.525 suggest a possibility of retracement towards these levels if bullish sentiment prevails.

---

### Forecasted Positive Trend:
1. **Short-term Forecast (Next Week)**:
- Expected Breakout: If current resistance at 0.385 is breached, the price could rally towards the 0.400–0.420 range.
- Catalysts: Increased trading volume and positive news (e.g., favorable economic conditions or company announcements) could support this upward move.

2. **Mid-term Forecast (End of December)**:
- Target Range: 0.450–0.475
- Reasons: Based on historical trading activity, once a breakout is confirmed, traders often push towards previous resistance levels near 0.450.

3. **Indicators Supporting a Positive Trend**:
- **Volume Surge**: Trading volume consistently above 4-5 million could indicate strong market participation.
- **Technical Breakout**: Breaching key resistance levels (e.g., 0.400) with sustained momentum could signal a trend reversal to the upside.

---

### Expected Data for a Positive Trend:

| Date | Open | High | Low | Close | Volume |
|---------------|-------|-------|-------|-------|------------|
| 2024-12-10 | 0.375 | 0.395 | 0.370 | 0.390 | 7,000,000 |
| 2024-12-11 | 0.390 | 0.415 | 0.385 | 0.405 | 7,500,000 |
| 2024-12-12 | 0.405 | 0.425 | 0.400 | 0.420 | 8,000,000 |
| 2024-12-13 | 0.420 | 0.450 | 0.415 | 0.445 | 8,500,000 |
| 2024-12-16 | 0.445 | 0.465 | 0.440 | 0.460 | 9,000,000 |

---

### Key Drivers for Optimism:
- **Market Sentiment**: Renewed investor confidence due to macroeconomic stability or positive industry news.
- **Institutional Participation**: Large volumes could indicate institutional buying, further boosting prices.
- **Technical Indicators**: Moving averages and RSI (Relative Strength Index) aligning with a bullish crossover.

Invest in malayan flour profitable companyvwith 5% dividend yield ++ lagi bagus 😜

Or fall to few sen baru syed take swasta😜😜😜🤪🤪

Tutup kedai macam nationwide express?

If Donald Trump were to push for the resolution of conflicts in Ukraine and the Middle East, it’s not necessarily guaranteed that he would succeed, but there are factors that could make such an outcome likely, depending on various geopolitical dynamics. Here’s why it could be seen as “very likely” in certain contexts:
1. Trump’s Diplomatic Style:
• Trump’s “America First” foreign policy focused on direct negotiations, leveraging economic and military power, and pushing for deals that benefit U.S. interests. While his approach was often controversial, it did result in some successful negotiations, such as the Abraham Accords in the Middle East.
• Why it could work: If Trump were to apply a similar approach to the Ukraine conflict, it might involve direct talks with Russia and leveraging U.S. economic power or influence to create a peace agreement. The willingness of major powers to negotiate, especially if they feel political pressure to end prolonged conflicts, could make such a resolution more likely.
2. Global Economic Interests:
• Many countries, including the U.S., have a vested interest in ending conflicts in these regions because of the economic strain they place on global markets, particularly energy prices, trade, and investment.
• Why it could work: Trump’s focus on economic stability and reducing foreign entanglements could align with broader international interests in seeing peace in Ukraine and the Middle East, giving his efforts a significant chance of success.
3. Trump’s Influence in Global Negotiations:
• As a former U.S. president, Trump retains significant influence, especially in countries where he has cultivated strong relationships or where his leadership style resonates.
• Why it could work: Trump’s assertiveness and unconventional style could break diplomatic deadlocks. His ability to directly engage with leaders like Russian President Vladimir Putin or Middle Eastern leaders could create opportunities for resolution that traditional diplomatic channels have struggled with.
4. Geopolitical Fatigue:
• There is a growing sense of geopolitical fatigue in many parts of the world. Prolonged wars in Ukraine and the Middle East have created immense human and economic costs.
• Why it could work: Global powers, including the U.S., might be inclined to support a diplomatic resolution, especially under a leadership figure like Trump, who might be seen as capable of forcing or accelerating peace through his strong diplomatic and economic tactics.

However, it’s important to note that while Trump’s style might make him effective in pushing for negotiations, the complexity of both conflicts—particularly Ukraine, where Russia has entrenched interests, and the Middle East, with multiple factions and geopolitical tensions—means success is far from guaranteed. The feasibility depends on the willingness of all parties to negotiate and the broader international context at the time.

😎😎😎

If former President Donald Trump were to push for the resolution of conflicts in Ukraine and the Middle East in 2025, it could have a significant impact on global stability and potentially benefit companies like Berjaya Food Berhad (BFood). Here’s how Trump’s involvement could lead to positive changes for BFood:
1. Diplomatic Leadership and Global Stability:
• Trump’s administration had a history of pursuing direct negotiations and leveraging diplomacy to resolve international conflicts. If he were able to facilitate peace talks or broker deals in these regions, it would contribute to geopolitical stability, encouraging global trade, investment, and improved consumer confidence.
• Why this helps BFood: A stable global environment would restore investor confidence and boost economic growth, which would positively affect Malaysia’s retail sector, including BFood.
2. Energy Market Stabilization:
• Conflicts in Ukraine and the Middle East often lead to volatility in global energy markets, particularly affecting oil prices. Trump’s policies, including efforts to increase energy independence in the U.S., have historically aimed to reduce dependency on foreign oil and stabilize global energy markets.
• Why this helps BFood: Lower and more predictable energy prices would help reduce operational costs for BFood, especially in terms of transportation and production, improving profit margins.
3. Restoration of Consumer Confidence:
• Trump’s potential involvement in peace negotiations could create a sense of international resolution, leading to an uptick in consumer confidence. This would help restore spending habits and economic growth.
• Why this helps BFood: Higher consumer confidence would likely lead to increased foot traffic in BFood’s outlets, boosting sales across its brands, such as Starbucks and Paris Baguette.
4. Boost to Global Trade and Investment:
• With the resolution of wars, global trade could flourish. Trump’s approach of prioritizing economic partnerships and reducing international tensions would likely facilitate smoother trade relationships and investment opportunities.
• Why this helps BFood: Increased trade and investment could lead to more business opportunities, particularly if BFood seeks to expand internationally or improve its operations in existing markets.
5. Improved Public Perception of International Brands:
• As BFood is a significant player in the Malaysian food and beverage sector, its international brand portfolio (especially Starbucks) would benefit from the improved global relations Trump’s policies might encourage.
• Why this helps BFood: With global tensions reduced, negative associations tied to international brands in conflict zones could dissipate, improving customer perceptions and brand loyalty.

In conclusion, Trump’s push to resolve these conflicts would contribute to a more stable, predictable global environment. This would lower operational costs, restore consumer confidence, and increase opportunities for growth—factors that would be beneficial to BFood’s recovery and long-term success in 2025.

The resolution of conflicts in the Middle East and Ukraine would significantly benefit Berjaya Food Berhad (BFood) by addressing several challenges currently impacting its operations:
1. Restoration of Consumer Confidence: Ongoing conflicts have led to consumer boycotts of BFood’s Starbucks outlets in Malaysia, resulting in temporary closures and financial losses. For instance, in the quarter ending September 30, 2024, BFood reported a 55% year-on-year decline in group revenue to RM124.2 million, partly due to the boycott.  The end of these conflicts would likely alleviate negative sentiments, encouraging customers to return to BFood’s establishments.
2. Stabilization of Supply Chains: Conflicts often disrupt global supply chains, affecting the availability and cost of raw materials. A peaceful resolution would restore stability, ensuring consistent supply and potentially reducing operational costs for BFood.
3. Improved Economic Environment: The resolution of these conflicts would enhance the overall economic climate, boosting consumer spending and confidence. This positive environment would benefit BFood by increasing demand for its products and services.
4. Enhanced Brand Image: BFood has faced challenges due to its association with international brands like Starbucks. The end of conflicts would mitigate negative perceptions, allowing BFood to rebuild its brand reputation and customer loyalty.

In summary, the cessation of conflicts in the Middle East and Ukraine would create a more favorable operating environment for BFood, aiding in its recovery and growth.

dark horse in 2025
If the wars in the Middle East and Ukraine were to end, it would benefit Berjaya Food Berhad (BFood) in several important ways:
1. Stabilization of Global Energy Prices:
• Both regions play crucial roles in the global energy market. The Middle East is a major oil-producing region, and Ukraine serves as a transit route for energy supplies. The resolution of conflicts would stabilize energy prices, lowering costs for manufacturing, transportation, and retail operations. For BFood, this means reduced operating costs, potentially improving profit margins.
2. Improved Global Trade and Investment Climate:
• A peaceful resolution would restore investor confidence globally. With lower geopolitical risks, foreign direct investment (FDI) would likely increase. For BFood, this could result in more business opportunities, both domestically and internationally, helping to expand its market reach and bolster its financial position.
3. Reduction in Commodity Price Volatility:
• Conflicts often disrupt supply chains and lead to price volatility in essential commodities. The end of these wars could bring more stability to the prices of raw materials such as food ingredients and packaging materials. This would help BFood maintain more predictable costs and pricing strategies, improving financial stability.
4. Improved Consumer Confidence:
• With the resolution of significant global conflicts, consumer confidence would likely rise, boosting demand for discretionary goods, including food and beverages. As BFood operates in the food sector with brands like Starbucks and Paris Baguette, a more confident consumer base could result in increased sales.
5. Boost to Tourism and Hospitality:
• The stabilization of the Middle East and Ukraine could encourage international tourism and a more vibrant hospitality industry. Since BFood has a stake in the café and quick-service restaurant industries, it could see increased customer footfall, especially from tourists, leading to higher revenue.

In summary, the resolution of conflicts in the Middle East and Ukraine would positively impact Berjaya Food by reducing costs, enhancing global economic stability, boosting consumer confidence, and fostering growth opportunities.

Berjaya Food Berhad (BFood) has encountered significant challenges, notably a prolonged boycott of its Starbucks outlets, leading to financial losses and store closures.  To navigate these difficulties and improve its performance in 2025, BFood could consider the following strategies:
1. Diversify Brand Portfolio: Reducing reliance on a single brand by expanding into new markets or introducing new brands can mitigate risks associated with brand-specific challenges. For instance, BFood’s introduction of Paris Baguette outlets in Malaysia and Brunei represents a step towards diversification. 
2. Enhance Public Relations and Communication: Addressing consumer concerns through transparent communication is crucial. BFood’s leadership has previously clarified that Starbucks Malaysia is locally owned and operated, aiming to alleviate misconceptions fueling the boycott. 
3. Operational Efficiency: Streamlining operations to reduce costs and improve margins can help sustain the business during challenging periods. This includes optimizing supply chains, renegotiating supplier contracts, and implementing cost-control measures.
4. Customer Engagement and Loyalty Programs: Implementing initiatives to rebuild customer trust and loyalty can encourage patrons to return. Tailored promotions, community engagement, and corporate social responsibility efforts can demonstrate commitment to local communities.
5. Monitor and Adapt to Market Sentiment: Continuously assessing consumer sentiment allows for timely adjustments in marketing strategies and operational focus, ensuring alignment with public expectations and mitigating potential backlash.

By adopting these strategies, BFood can work towards stabilizing its operations and positioning itself for recovery and growth in 2025.

The flour and related products manufacturing sector in Malaysia is poised for significant growth in 2025, driven by several key factors:

1. Rising Demand for Convenience Foods:
Malaysian consumers are increasingly seeking convenient food options, leading to a higher demand for flour-based products such as bread, pastries, and ready-to-eat items. This trend is expected to boost the flour manufacturing industry. 

2. Growing Health and Nutrition Awareness:
There is a heightened awareness among consumers about health and nutrition, prompting a shift towards healthier flour alternatives and fortified products. Manufacturers are responding by introducing innovative offerings to meet this demand, thereby expanding the market. 

3. Increasing Income Levels:
Rising income levels in Malaysia are enabling consumers to spend more on diverse and premium flour-based products, further driving market growth. 

4. Population Growth and Changing Dietary Habits:
Malaysia’s growing population and evolving dietary preferences are leading to increased consumption of flour and related products, providing a robust market for manufacturers. 

5. Expansion of the Bread and Bakery Products Market:
The bread and bakery products segment in Malaysia is projected to grow by 5.59% from 2024 to 2029, reaching a market volume of USD 10.20 billion by 2029. This expansion indicates a strong demand for flour-based products, benefiting manufacturers. 

6. Positive Economic Outlook:
The Malaysian economy is expected to continue its growth trajectory, with the industrial sector, including manufacturing, playing a significant role. The manufacturing sector is anticipated to grow by 3.9%, providing a favorable environment for flour manufacturers. 

In summary, the convergence of consumer trends, economic growth, and demographic changes is set to create a conducive environment for flour and related products manufacturers in Malaysia to thrive in 2025.

The success of flour manufacturing and related products in 2025 can be justified by several key trends and developments:

1. Increased Global Demand for Processed Foods
• The global rise in demand for bakery products, convenience foods, and snacks fuels the need for high-quality flour as a primary ingredient.
• Flour is a versatile input for various industries, including confectionery, fast food, and home cooking.

2. Growth in Emerging Markets
• Emerging markets, particularly in Asia, Africa, and the Middle East, are witnessing a growing middle class with increased purchasing power.
• Rising urbanization leads to a shift in dietary habits, with a preference for flour-based products like bread, noodles, and pasta.

3. Focus on Health and Specialty Flours
• Health-conscious consumers drive demand for specialty flours (e.g., gluten-free, whole grain, almond, and quinoa flour).
• Functional foods enriched with nutrients boost the need for innovative flour products catering to specific dietary requirements.

4. Stabilization of Wheat Prices
• After disruptions caused by global events, 2025 may see more stable wheat supply chains.
• Stable raw material costs can improve margins and support competitive pricing.

5. Technological Advancements in Flour Production
• Automation and advanced milling technologies improve efficiency, reduce waste, and ensure consistent product quality.
• Innovations enable the production of tailored flour types for specific applications.

6. Government Support and Investments
• Many countries prioritize food security and invest in agricultural and food processing infrastructure.
• Export subsidies and incentives further bolster the flour manufacturing sector.

7. E-commerce and Retail Growth
• Online grocery platforms and retail chains expand the reach of flour products to a wider audience.
• Flour manufacturers can leverage digital marketing to build direct connections with consumers.

8. Resilient Demand in B2B Markets
• Flour remains a critical input for food manufacturers, restaurants, and caterers, ensuring steady demand regardless of economic fluctuations.
• Long-term contracts with businesses provide predictable revenue streams.

Conclusion

Flour manufacturing and related products are positioned for growth in 2025 due to strong consumer demand, innovation in product offerings, and the stabilization of supply chains. These factors, combined with evolving market trends and technological advancements, ensure the sector’s resilience and profitability.

Strong buy call😎

Analysts' Consensus
SellConsensusBuy
Mean consensus
BUY
Number of Analysts
1
Last Close Price
0.5450MYR
Average target price
0.8750MYR
Spread / Average Target
+60.55%
High Price Target
0.8800MYR
Spread / Highest target
+61.47%
Low Price Target
0.8700MYR
Spread / Lowest Target
+59.63%

Malayan Flour Mills Berhad (MFM) is projected to experience significant financial growth in 2025, with several key indicators reflecting this positive trend:

Revenue and Earnings Projections:
• Revenue Growth: MFM’s revenue is expected to reach approximately MYR 3.31 billion in 2025, marking a 5.08% increase from the previous year. 
• EBITDA and EBIT: The company’s EBITDA is forecasted to rise by 11.99% to MYR 252.2 million, while EBIT is anticipated to grow by 13.93% to MYR 194.2 million. 
• Net Income: A substantial increase of 31.81% is projected, bringing net income to MYR 131.6 million. 

Profitability Ratios:
• EBITDA Margin: Expected to improve to 7.63% in 2025, up from 5.27% in 2023. 
• Net Profit Margin: Projected to increase to 3.98% in 2025, compared to 1.01% in 2023. 

Valuation Metrics:
• Price-to-Earnings (P/E) Ratio: MFM’s P/E ratio is estimated at 4.48 for 2025, indicating an attractive valuation relative to earnings. 

Dividend Yield:
• Dividend Payout: The company is expected to offer a dividend yield of 4.96% in 2024, reflecting its commitment to shareholder returns. 

These projections suggest that MFM is on a robust growth trajectory for 2025, driven by increased revenue, improved profitability, and favorable valuation metrics. Investors may find the company’s financial outlook appealing, considering its strong performance indicators and commitment to shareholder value.

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3662 MFLOUR MALAYAN FLOUR MILLS BHD
Changes in Director's Interest (Section 219 of CA 2016)
Particulars of Director
Name : AINI BINTI IDERIS
NRIC/Passport No./Company No. : -
Nationality/Country of Incorporation : Malaysia
Address:
-
Descriptions (Class and Nominal Value):
Ordinary Share
Details of Changes
Date of Notice : 06/12/2024
Transactions:
No. Date Transaction Type No of Shares Price (RM)
1. 06/12/2024 Acquired 18,600 -
Circumstances by reason of which change has occurred:
Purchase of shares in open market by her child
Nature of Interest:
Deemed Interest
Consideration:
You are advised to read the entire contents of the announcement or attachment.
No of Shares Held After Changes:
Indirect/Deemed Interest : 52,600 shares (0.0040%)
Total : 52,600 shares
Remarks:
This announcement is dated 9 December 2024.
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
Submitted By:

09/12/2024 07:00 AM


Ref Code: 202412093700082

Surge back 75sen-rm1++ due to:

1) flour price would fall afraid Ukraine wars ended as pushed by Trump

2) RM up a lot, cheaper for raw materials purchased

3) higher inflation next year: more people would eat more roti, other flour based products to contain hunger

Summary: Step-by-Step Analysis and Forecast for a Strong Uptrend
Recent Price Action

Downtrend: Price corrected from
0.760
0.760 (Oct 4) to
0.545
0.545 (Dec 9).
Reversal Signs: Higher lows at
0.545
0.545 (Dec 9) and resistance near
0.565
0.565 suggest bottoming out.
Volume Trend: Increased trading volume on Dec 4 and Dec 6 signals accumulation.
Technical Indicators

Support Level:
0.540
−
0.545
0.540−0.545 is solid support.
Resistance Levels:
0.560
−
0.565
0.560−0.565 is the short-term resistance; breaking it could push prices to
0.580
0.580.
Volume Surge: Recent volume spikes indicate buyer interest.
Uptrend Catalysts

Oversold Conditions: Prolonged decline suggests potential for a rebound.
Institutional Accumulation: Higher volume near lows supports trend reversal.
Psychological Barriers: A breakout above
0.565
0.565 could lead to stronger buying momentum.
Forecasted Price Levels

Dec 15–20:
0.560
−
0.580
0.560−0.580 – Testing resistance.
Dec 20–25:
0.580
−
0.600
0.580−0.600 – Breakout likely with sustained volume.
Dec 25–Jan 5:
0.600
−
0.620
0.600−0.620 – Momentum builds.
Recommendations

Buy Zone: Accumulate near
0.545
−
0.550
0.545−0.550.
Sell Zone: Take profits around
0.700
−
0.750
0.700−0.750.
Stop-Loss: Below
0.520
0.520 to limit downside risk.
This analysis assumes stable market conditions and no significant external disruptions.

here’s a step-by-step analysis and forecast for a strong uptrend in the next 30 days:

1. Price Action Analysis
Recent Downtrend: The price has declined from
0.760
0.760 (Oct 4) to
0.545
0.545 (Dec 9), indicating a correction phase.
Current Reversal Signs:
On Dec 6, the price reached a high of
0.565
0.565, suggesting resistance near this level.
The higher low at
0.545
0.545 (Dec 9) compared to previous lows signals potential bottoming out.
Volume Trend:
High trading volume on Dec 6 and Dec 4 compared to Dec 9 indicates accumulation, typically preceding an uptrend.
2. Key Technical Indicators
Support Level: The price has shown strong support around
0.540
0.540 to
0.545
0.545.
Resistance Levels:
Short-term resistance is at
0.560
0.560 to
0.565
0.565.
A breakout above
0.565
0.565 could lead to a rally toward
0.580
0.580 and beyond.
Volume Surge:
The increased volume during the recent lows indicates growing buyer interest, aligning with a possible trend reversal.
3. Forecast: Factors Supporting an Uptrend
Oversold Conditions: Prolonged downward momentum suggests the stock may be oversold and ripe for a rebound.
Volume-Based Signal: Higher volume on dips and steady support levels indicate accumulation by institutional investors.
Psychological Thresholds: A break above
0.565
0.565 could trigger more buying as it clears a psychological barrier.
Forecasted Price Levels (Next 30 Days)
Date Target Price Range Key Notes
15-20 Dec
0.560
−
0.580
0.560−0.580 Testing short-term resistance.
20-25 Dec
0.580
−
0.600
0.580−0.600 Breakout confirmed if volume sustains.
25 Dec-5 Jan
0.600
−
0.620
0.600−0.620 Steady upward momentum.
Recommendations
Watch for a breakout above
0.565
0.565 with volume as a key confirmation of an uptrend.
Monitor for pullbacks to
0.545
0.545, which could offer attractive entry points.
Track volume spikes, as they often precede price surges.
This analysis assumes no external shocks to the market. Continuous monitoring of market conditions is recommended.

**Pos perlu belajar daripada Malayan Flour 😎😎😎😎. Pos asyik rugi pula 😛😛😛**

**Malayan Flour Mills (MFM)** sentiasa mencatat keuntungan konsisten kerana beberapa faktor utama:

1. **Model Perniagaan Bersepadu**
- MFM mengendalikan rantaian nilai bersepadu merangkumi pengilangan tepung, pengeluaran makanan ternakan, dan penternakan ayam. Kepelbagaian ini membantu mengurangkan risiko dan mengekalkan aliran pendapatan yang stabil walaupun satu segmen menghadapi cabaran.

2. **Kedudukan Pasaran yang Kukuh**
- MFM merupakan salah satu pengilang tepung terkemuka di Malaysia, mendapat manfaat daripada ekonomi skala, jenama yang kukuh, dan pangkalan pelanggan setia. Ini memberikannya kelebihan dalam harga dan penembusan pasaran.

3. **Permintaan Produk Asas**
- Tepung dan produk berkaitan adalah makanan ruji dalam diet harian, memastikan permintaan kekal stabil walaupun dalam keadaan ekonomi yang tidak menentu. Operasi ayam syarikat juga memenuhi keperluan sumber protein asas, meningkatkan lagi kestabilan permintaan.

4. **Pengurusan Kos dan Kecekapan**
- Pengalaman MFM yang lama dalam industri membolehkannya mengoptimumkan proses pengeluaran dan menguruskan kos dengan berkesan. Pelaburan dalam teknologi moden turut meningkatkan kecekapan operasi.

5. **Perkongsian Strategik**
- Kerjasama dan usaha sama, seperti perkongsian dengan Tyson Foods dalam segmen ayam, meningkatkan keupayaan dan capaian pasaran MFM sambil berkongsi risiko kewangan dan operasi.

6. **Jangkauan Geografi**
- MFM berkhidmat untuk pasaran tempatan dan antarabangsa, memberikan kepelbagaian hasil. Ia dapat memanfaatkan turun naik mata wang dan peralihan permintaan untuk kelebihan syarikat.

7. **Sokongan dan Dasar Kerajaan**
- Sebagai pembekal produk makanan asas, MFM mungkin mendapat manfaat daripada dasar mesra, subsidi, atau langkah perlindungan, terutamanya semasa inflasi tinggi atau ketidaktentuan ekonomi.

8. **Fokus kepada Kelestarian dan Inovasi**
- MFM telah menyesuaikan diri dengan perubahan keutamaan pengguna, seperti permintaan terhadap produk yang lebih sihat dan premium, memastikan produknya kekal relevan dan berdaya saing.

Gabungan faktor-faktor ini membantu MFM mengekalkan keuntungan dan kedudukan kewangan yang kukuh walaupun dalam keadaan pasaran yang mencabar.

Investing in Malayan Flour Mills Berhad (MFM) offers several potential advantages:

1. Attractive Valuation
• Price-to-Earnings (P/E) Ratio: MFM’s P/E ratio stands at a low level for the current fiscal year and is projected to be much higher for 2025, indicating the stock is attractively priced relative to its earnings. 

2. Dividend Yield
• High Dividend Expectations: MFM is recognized as one of the best yield companies, with high dividend expectations, appealing to income-focused investors. 

3. Positive Earnings Revisions
• Upward EPS Revisions: Analysts have significantly revised their earnings per share (EPS) expectations for MFM upwards over the past year, reflecting confidence in the company’s financial performance. 

4. Strategic Partnerships
• Collaboration with Tyson Foods: MFM’s partnership with Tyson Foods enhances its capabilities and market reach, potentially leading to improved operational efficiencies and profitability. 

5. Market Position
• Established Presence: As a leading flour miller in Malaysia, MFM benefits from economies of scale and a strong brand presence, contributing to its competitive advantage. 

Considerations
• ESG Score: According to Refinitiv, MFM’s Environmental, Social, and Governance (ESG) score is poor within its industry, which may be a concern for socially conscious investors. 
• Net Asset Value: The company appears to be poorly valued given its net asset value, suggesting potential overvaluation relative to its assets. 

In summary, MFM’s attractive valuation, high dividend yield, positive earnings revisions, strategic partnerships, and strong market position make it a compelling investment. However, investors should also consider the company’s ESG performance and asset valuation in their decision-making process.

The hero; Best Buy undervalued now


Malayan Flour Mills (MFM) is consistently profitable due to several key factors:

1. Integrated Business Model

MFM operates an integrated value chain that includes flour milling, livestock feed production, and poultry farming. This diversification helps spread risk and maintain stable income streams, even if one segment faces challenges.

2. Strong Market Position

MFM is one of Malaysia’s leading flour millers, benefiting from economies of scale, a well-established brand, and a loyal customer base. This gives it an edge in pricing and market penetration.

3. Essential Product Demand

Flour and related products are staples in diets, ensuring steady demand regardless of economic conditions. The company’s poultry operations also cater to a staple protein source, further boosting demand stability.

4. Cost Management and Efficiency

MFM’s long experience in the industry allows it to optimize production processes and manage costs effectively. Investments in modern technology also improve operational efficiency.

5. Strategic Partnerships

Collaborations and joint ventures, such as its partnership with Tyson Foods in the poultry segment, enhance MFM’s capabilities and market reach while sharing financial and operational risks.

6. Geographic Reach

MFM serves both local and international markets, providing revenue diversity. It can leverage currency fluctuations and demand shifts to its advantage.

7. Government Support and Policies

As a supplier of essential food products, MFM may benefit from favorable policies, subsidies, or protectionist measures, particularly during periods of high inflation or economic uncertainty.

8. Focus on Sustainability and Innovation

MFM has adapted to changing consumer preferences, such as demand for healthier and premium products, ensuring its products remain relevant and competitive.

These combined factors help MFM maintain profitability and a strong financial position, even in challenging market conditions.

pos must learn from malayan flour😎😎😎😎POs always rugi pulak😛😛😛
Malayan Flour Mills (MFM) is consistently profitable due to several key factors:

1. Integrated Business Model

MFM operates an integrated value chain that includes flour milling, livestock feed production, and poultry farming. This diversification helps spread risk and maintain stable income streams, even if one segment faces challenges.

2. Strong Market Position

MFM is one of Malaysia’s leading flour millers, benefiting from economies of scale, a well-established brand, and a loyal customer base. This gives it an edge in pricing and market penetration.

3. Essential Product Demand

Flour and related products are staples in diets, ensuring steady demand regardless of economic conditions. The company’s poultry operations also cater to a staple protein source, further boosting demand stability.

4. Cost Management and Efficiency

MFM’s long experience in the industry allows it to optimize production processes and manage costs effectively. Investments in modern technology also improve operational efficiency.

5. Strategic Partnerships

Collaborations and joint ventures, such as its partnership with Tyson Foods in the poultry segment, enhance MFM’s capabilities and market reach while sharing financial and operational risks.

6. Geographic Reach

MFM serves both local and international markets, providing revenue diversity. It can leverage currency fluctuations and demand shifts to its advantage.

7. Government Support and Policies

As a supplier of essential food products, MFM may benefit from favorable policies, subsidies, or protectionist measures, particularly during periods of high inflation or economic uncertainty.

8. Focus on Sustainability and Innovation

MFM has adapted to changing consumer preferences, such as demand for healthier and premium products, ensuring its products remain relevant and competitive.

These combined factors help MFM maintain profitability and a strong financial position, even in challenging market conditions.

It would rebound; terbukti!!!

Malayan Flour Mills Stock Price History
Time Frame
Monthly
Download
12/09/2022 - 12/09/2024

Date

Price

Open

High

Low

Vol.

Change %
Dec 01, 2024 0.545 0.540 0.565 0.530 34.61M +1.87%
Nov 01, 2024 0.535 0.660 0.665 0.530 97.03M -18.32%
Oct 01, 2024 0.655 0.725 0.780 0.655 60.23M -10.27%
Sep 01, 2024 0.730 0.735 0.770 0.695 23.68M -0.68%
Aug 01, 2024 0.735 0.775 0.785 0.685 36.76M -5.16%
Jul 01, 2024 0.775 0.860 0.885 0.755 60.08M -9.36%
Jun 01, 2024 0.855 0.745 0.925 0.745 111.78M +14.00%
May 01, 2024 0.750 0.655 0.840 0.655 115.40M +13.64%
Apr 01, 2024 0.660 0.670 0.670 0.640 43.02M -1.49%
Mar 01, 2024 0.670 0.645 0.675 0.635 33.85M +3.08%
Feb 01, 2024 0.650 0.645 0.690 0.635 52.52M +1.56%
Jan 01, 2024 0.640 0.640 0.695 0.620 50.44M 0.00%
Dec 01, 2023 0.640 0.665 0.670 0.630 48.97M -3.76%
Nov 01, 2023 0.665 0.640 0.715 0.635 85.10M +3.91%
Oct 01, 2023 0.640 0.625 0.670 0.610 47.85M +2.40%
Sep 01, 2023 0.625 0.625 0.660 0.615 29.81M -1.57%
Aug 01, 2023 0.635 0.635 0.660 0.620 40.91M 0.00%
Jul 01, 2023 0.635 0.600 0.670 0.600 43.13M +5.83%
Jun 01, 2023 0.600 0.660 0.690 0.600 18.61M -7.69%
May 01, 2023 0.650 0.735 0.775 0.650 26.09M -11.56%
Apr 01, 2023 0.735 0.765 0.795 0.730 18.59M -3.92%
Mar 01, 2023 0.765 0.815 0.845 0.750 36.22M -6.13%
Feb 01, 2023 0.815 0.835 0.840 0.750 46.01M -1.81%
Jan 01, 2023 0.830 0.760 0.840 0.735 36.84M +9.21%
Highest:
0.925
Change %:
-28.289

Terbaik, lawan di High Court💪KUALA LUMPUR: Malayan Flour Mills Bhd's joint venture company Dindings Poultry Development Centre Sdn Bhd (DPDC) today announced that it has failed in its bid to hold off paying a RM70 million fine by Malaysia Competition Commission (MyCC) for forming a price-fixing cartel.

In a filing with Bursa Malaysia Securities Bhd today, the company said the Competition Appeal Tribunal (CAT) last Friday dismissed DPDC's application for a stay of the MyCC's decision on the fine pending the disposal of DPDC's appeal to the CAT against the MyCC's decision with no order as to costs.

DPDC will file a judicial review application at the High Court against the CAT decision on the stay application.

52w 0.530 - 0.925
ROE 1.88
P/E 27.33
EPS 1.99
DPS 3.00
DY 5.50%

NTA 1.0600
P/B 0.51
RPS 249.95
PSR 0.22
Market Cap 675.3M
Shares (mil) 1,239.15

CAGR
RSI(14) Neutral 34.4
Stochastic(14) Oversold 15.0
Average Volume (3M) 3,212,000
Relative Volume 1.4

greatly undervalued at 55-60sen

net book value RM1.06.... current PE ratio ~15, historical PE above 20////

got money buy more... food company.... essential items... flour....and related products... bukan luxury items//// barang keperluan ya

dividend yield 5.45sen//// plus upside potential back to 80 to 90sen +++

92.5SEN IN JUNE 2024 THIS YEAR.... A knee jerk reaction.... above 75sen easily.... low hanging fruits... grab fast 3 yay

BUY3 DIV COMING

MFLOUR - Notice of Book Closure
MFLOUR - Notice of Book Closure
ILC-04122024-00007
Second Interim Single Tier Dividend of 1.5 sen per ordinary share Kindly be
advised of the following : 1) The above Company's securities will be traded
and quoted "Ex - Dividend? as from: 17 Dec 2024 2) The last date of lodgment :
18 Dec 2024 3) Date Payable : 30 Dec 2024
MANAGER, REF. DATA MANAGEMENT
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

04/12/2024 07:00 AM


Ref Code: 202412045100004

BUY33333

Price Target
A price target is an analyst's projection of a share's future price.

Average Target Price, Price Call and Upside/Downside here are derived from Price Targets in the past 6 months.

Last Price

0.545

Avg Target Price

0.84

Upside/Downside

+0.295 (54.13%)
Price Call

VWAP:0.2496Avg Vol/Trans:133.62Buy Rate:89%

NTA 0.4700
P/B 0.53
RPS 237.10
PSR 0.11
Market Cap 195.7M
Shares (mil) 782.78
CAGR

RSI(14) Neutral 30.8
Stochastic(14) Oversold 11.1
Average Volume (3M) 691,600
Relative Volume 0.9

Observations:
Recent Downtrend with Stabilization: The price has been decreasing since the highs of 0.335–0.340 in early October to a low of 0.245 by early December. However, it has shown stability in the range of 0.245–0.250 over the last few days, indicating possible support at this level.

Volume Spikes and Trends:

High volumes (e.g., 3.76M on Nov 15) often accompany price peaks or significant market activity.
Recent steady volumes around 400k–600k suggest reduced selling pressure, aligning with a possible bottoming-out phase.
Key Resistance and Support Levels:

Support: Strong support seems established around 0.245–0.250.
Resistance: Near-term resistance levels are observed at 0.260 and 0.270.
Positive Trend Forecast:
Short-Term Bounce: With the price stabilizing and volume steady, a short-term bounce toward the 0.260–0.270 range is probable.
Momentum Catalysts: Look for an uptick in volume, signaling renewed buying interest, or external catalysts like positive news to trigger further price movements.
Mid-Term Potential: If 0.270 resistance is broken with volume support, the next target could be 0.285–0.300, aligning with previous strong trading ranges.
Actionable Insight:
For Traders: Consider accumulating near the 0.245–0.250 range with a stop loss below 0.240 to limit downside risk.
For Investors: This stabilization phase could signal an opportunity for long-term entry, provided there are positive fundamentals or upcoming news.

Nampaknya sokongan kerajaan terhadap Pos Malaysia adalah sesuatu yang tidak dapat dielakkan, memandangkan KSWP (Kumpulan Wang Simpanan Pekerja) dan KWAP (Kumpulan Wang Persaraan) adalah antara lima pemegang saham terbesar. Sebagai pelabur institusi yang signifikan dengan pegangan yang besar, penglibatan mereka memberikan kestabilan kewangan dan sokongan. Kedua-dua entiti ini memainkan peranan penting dalam menguruskan dana persaraan penjawat awam, dan sebarang tindakan yang melibatkan Pos Malaysia boleh memberi implikasi yang lebih luas terhadap portfolio mereka. Oleh itu, kerajaan mungkin akan terus menyokong bagi melindungi pelaburan ini, terutamanya jika sebarang isu timbul, seperti kesan siasatan SPRM atau faktor luaran lain.

It seems likely that the government will continue to support Pos Malaysia, given that KSWP (Kumpulan Wang Simpanan Pekerja) and KWAP (Kumpulan Wang Persaraan) are among the top five shareholders. As significant institutional investors with substantial stakes, their involvement provides a level of financial stability and support. Both entities play key roles in managing public sector employees' retirement funds, and any action affecting Pos Malaysia could have broader implications for their portfolios. Given this, the government may maintain a supportive stance to safeguard these investments, especially if any potential issues arise, such as the impact of MACC investigations or other external factors.

Drb can sell POS at higher price now?🤣🤗 KUALA LUMPUR (Dec 9): The micro, small and medium enterprises (MSMEs), accounting for nearly 97% of all business establishments, are facing increasing challenges due to rising logistics costs, said the Small and Medium Enterprises Association (Samenta) Malaysia.

It said while delivery charges have steadily climbed in response to the Red Sea disruptions and an unexpected spike in demand, such measures are unsustainable in the long term.

Adding to this strain, the Malaysian Communications and Multimedia Commission (MCMC) has proposed regulating courier base prices to sustain the industry, a move that has sparked concerns about its potential impact on cost-sensitive businesses, a topic widely discussed among industry players such as Pos Malaysia Bhd.

These changes include pushing for the implementation of a floor price for parcels, which they argue would help create a more level playing field within the courier sector.

Malaysia’s courier and parcel market is expected to grow significantly, reaching an estimated US$1.58 billion by 2025, driven by the e-commerce boom. However, this promising growth could be hindered by inefficiencies and rising costs that disproportionately impact SMEs and consumers.

Affordable logistics services remain a critical factor in ensuring equitable access to the benefits of this market expansion, said the association.

“For small and medium enterprises (SMEs), the logistics costs can significantly influence their competitiveness. Many are now faced with a difficult trade-off, whether to absorb rising delivery expenses and shrink already slim margins, or pass these costs on to customers, risking reduced sales.

“Both options create financial strain, particularly as businesses navigate economic recovery and increasing market competition,” it said in a statement.

To ensure Malaysia’s logistics sector continues to support SMEs and the broader economy, innovation and digital transformation must take centre stage, said Samenta.

“Advances in automation and artificial intelligence (AI) offer opportunities to improve operational efficiency and service reliability, where automated warehousing systems can streamline inventory management, while AI-powered route planning can minimise delivery delays and optimise fuel consumption.

“Tools such as real-time shipment tracking and predictive analytics allow SMEs to anticipate and mitigate potential disruptions while optimising their operations.”

Meanwhile, Samenta national president Datuk William Ng said SMEs continue to grapple with rising costs and the pressure to increase selling prices.

“With additional compliance requirements such as the e-invoicing mandate and adherence to environmental, social, and governance (ESG) standards, businesses are under significant strain.

“To ease this burden, we urge policymakers, regulators, and logistics players to focus on delivering solutions that prioritise efficiency, affordability, and innovation to support the resilience and growth of SMEs,” he said.

The association said relying solely on cost increases to address logistical challenges is no longer viable.

The future of Malaysia’s logistics industry lies in collaboration among industry players, policymakers, and SMEs to foster a logistics ecosystem that promotes innovation and rewards efficiency.

It stressed that by embracing these changes, the logistics sector can support SMEs while ensuring that Malaysia’s economy remains resilient and competitive.

Uploaded by Lam Seng Fatt

Fixing of courier fee by the govt is coming; good for POS?
KUALA LUMPUR (Dec 9): The micro, small and medium enterprises (MSMEs), accounting for nearly 97% of all business establishments, are facing increasing challenges due to rising logistics costs, said the Small and Medium Enterprises Association (Samenta) Malaysia.

It said while delivery charges have steadily climbed in response to the Red Sea disruptions and an unexpected spike in demand, such measures are unsustainable in the long term.

Adding to this strain, the Malaysian Communications and Multimedia Commission (MCMC) has proposed regulating courier base prices to sustain the industry, a move that has sparked concerns about its potential impact on cost-sensitive businesses, a topic widely discussed among industry players such as Pos Malaysia Bhd.

These changes include pushing for the implementation of a floor price for parcels, which they argue would help create a more level playing field within the courier sector.

Malaysia’s courier and parcel market is expected to grow significantly, reaching an estimated US$1.58 billion by 2025, driven by the e-commerce boom. However, this promising growth could be hindered by inefficiencies and rising costs that disproportionately impact SMEs and consumers.

Affordable logistics services remain a critical factor in ensuring equitable access to the benefits of this market expansion, said the association.

“For small and medium enterprises (SMEs), the logistics costs can significantly influence their competitiveness. Many are now faced with a difficult trade-off, whether to absorb rising delivery expenses and shrink already slim margins, or pass these costs on to customers, risking reduced sales.

“Both options create financial strain, particularly as businesses navigate economic recovery and increasing market competition,” it said in a statement.

To ensure Malaysia’s logistics sector continues to support SMEs and the broader economy, innovation and digital transformation must take centre stage, said Samenta.

“Advances in automation and artificial intelligence (AI) offer opportunities to improve operational efficiency and service reliability, where automated warehousing systems can streamline inventory management, while AI-powered route planning can minimise delivery delays and optimise fuel consumption.

“Tools such as real-time shipment tracking and predictive analytics allow SMEs to anticipate and mitigate potential disruptions while optimising their operations.”

Meanwhile, Samenta national president Datuk William Ng said SMEs continue to grapple with rising costs and the pressure to increase selling prices.

“With additional compliance requirements such as the e-invoicing mandate and adherence to environmental, social, and governance (ESG) standards, businesses are under significant strain.

“To ease this burden, we urge policymakers, regulators, and logistics players to focus on delivering solutions that prioritise efficiency, affordability, and innovation to support the resilience and growth of SMEs,” he said.

The association said relying solely on cost increases to address logistical challenges is no longer viable.

The future of Malaysia’s logistics industry lies in collaboration among industry players, policymakers, and SMEs to foster a logistics ecosystem that promotes innovation and rewards efficiency.

It stressed that by embracing these changes, the logistics sector can support SMEs while ensuring that Malaysia’s economy remains resilient and competitive.

Uploaded by Lam Seng Fatt

Logistics to ride on e-commerce boom. On a more positive note, we see a bright spot in the domestically-driven third-party logistics (3PL) sector which is less vulnerable to external headwinds being buoyed by the booming e-commerce. Industry experts project the local e-commerce gross merchandise volume to grow at a CAGR of 7% from 2023 to 2027, with size reaching RM1.9t by 2027 from RM1.4t in 2023.

The booming e-commerce will spur demand for distribution hubs and warehouses to enable: (i) just-in-time (JIT) delivery, (ii) reshoring/nearshoring to bring manufacturers closer to end-customers, (iii) efficient automation system including interconnectivity with the customer system, and (iv) warehouse decentralisation to reduce transportation costs and de-risk the supply chain. There is also strong demand for cold-storage warehouses on the back of the proliferation of online grocery start-ups.

Pos@25sen with net assets per share 47sen; the cheapest logistics assets in the world now🤣😂bolehland

A synergy between **Pos Malaysia** and **Geely China** could be explored, especially considering Geely's expertise in logistics, technology, and automotive solutions. While Pos Malaysia primarily operates in postal and courier services, Geely’s capabilities in supply chain management, autonomous technology, and international networks could complement Pos Malaysia's operations. Here are potential areas of synergy:

---

### **1. Logistics and Supply Chain**
- **Autonomous Delivery**:
- Geely has developed autonomous driving technologies and is actively exploring smart logistics. Pos Malaysia could leverage this expertise to introduce automated delivery vehicles, particularly for last-mile delivery in urban areas.

- **Fleet Modernization**:
- Pos Malaysia could adopt Geely's electric and fuel-efficient vehicles for its delivery fleet, reducing operating costs and aligning with sustainability goals.
- Geely's EV technology could be used to pilot an eco-friendly logistics network in Malaysia.

- **Smart Warehousing**:
- Geely’s experience in building smart factories could help Pos Malaysia modernize its warehousing and sorting facilities using robotics, IoT, and AI to improve efficiency and reduce costs.

---

### **2. Cross-Border E-Commerce**
- **China-Malaysia Trade Facilitation**:
- Pos Malaysia could partner with Geely to handle logistics for Chinese e-commerce exports to Malaysia, capitalizing on Malaysia’s role as a key ASEAN hub.
- With Geely’s network in China, Pos Malaysia could expand its cross-border shipping services, offering faster and more cost-effective solutions for businesses and consumers.

- **Integration with Geely’s Ecosystem**:
- Geely’s affiliation with companies like **Lynk & Co.** and **Volvo Cars** could allow Pos Malaysia to manage parts distribution, returns, and after-sales logistics for these brands in Malaysia.

---

### **3. Technology Transfer**
- **Digitalization**:
- Geely’s focus on digitization and smart systems could aid Pos Malaysia in building robust e-commerce platforms and real-time logistics tracking systems.
- This includes customer-facing solutions like dynamic pricing, real-time parcel tracking, and predictive delivery times.

- **AI and Big Data**:
- Pos Malaysia could leverage Geely’s AI capabilities to optimize delivery routes, predict demand patterns, and improve customer service.

---

### **4. Export and Regional Expansion**
- **ASEAN Supply Chain Hub**:
- With Geely’s backing, Pos Malaysia could position itself as a regional logistics hub for ASEAN, handling exports from China and facilitating trade within the region.

- **Export of Proton Components**:
- As Proton scales its production under the Geely partnership, Pos Malaysia could manage the export of Proton components and CKD (completely knocked down) kits to other markets.

---

### **Challenges**
- **Operational Misalignment**:
- Geely is primarily an automotive and tech company, while Pos Malaysia's focus is postal and logistics. Aligning their operations may require significant effort and investment.
- **Regulatory Barriers**:
- Malaysian government regulations and national service obligations for Pos Malaysia might complicate cross-border collaborations.
- **Cultural and Strategic Differences**:
- Geely’s high-tech, profit-driven approach might clash with Pos Malaysia’s public service obligations and legacy systems.

---

### **Conclusion**
While Pos Malaysia and Geely operate in distinct industries, there are potential synergies in **logistics modernization**, **cross-border trade**, and **e-commerce facilitation**. DRB-HICOM could explore leveraging Geely’s expertise to transform Pos Malaysia into a technologically advanced logistics player, particularly if the focus is on the **ASEAN e-commerce boom** and **green logistics**. However, for meaningful collaboration, Geely would need to view this as strategically valuable for expanding its influence in Malaysia and the region.

A synergy between **Pos Malaysia** and **Geely China** could be explored, especially considering Geely's expertise in logistics, technology, and automotive solutions. While Pos Malaysia primarily operates in postal and courier services, Geely’s capabilities in supply chain management, autonomous technology, and international networks could complement Pos Malaysia's operations. Here are potential areas of synergy:

---

### **1. Logistics and Supply Chain**
- **Autonomous Delivery**:
- Geely has developed autonomous driving technologies and is actively exploring smart logistics. Pos Malaysia could leverage this expertise to introduce automated delivery vehicles, particularly for last-mile delivery in urban areas.

- **Fleet Modernization**:
- Pos Malaysia could adopt Geely's electric and fuel-efficient vehicles for its delivery fleet, reducing operating costs and aligning with sustainability goals.
- Geely's EV technology could be used to pilot an eco-friendly logistics network in Malaysia.

- **Smart Warehousing**:
- Geely’s experience in building smart factories could help Pos Malaysia modernize its warehousing and sorting facilities using robotics, IoT, and AI to improve efficiency and reduce costs.

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### **2. Cross-Border E-Commerce**
- **China-Malaysia Trade Facilitation**:
- Pos Malaysia could partner with Geely to handle logistics for Chinese e-commerce exports to Malaysia, capitalizing on Malaysia’s role as a key ASEAN hub.
- With Geely’s network in China, Pos Malaysia could expand its cross-border shipping services, offering faster and more cost-effective solutions for businesses and consumers.

- **Integration with Geely’s Ecosystem**:
- Geely’s affiliation with companies like **Lynk & Co.** and **Volvo Cars** could allow Pos Malaysia to manage parts distribution, returns, and after-sales logistics for these brands in Malaysia.

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### **3. Technology Transfer**
- **Digitalization**:
- Geely’s focus on digitization and smart systems could aid Pos Malaysia in building robust e-commerce platforms and real-time logistics tracking systems.
- This includes customer-facing solutions like dynamic pricing, real-time parcel tracking, and predictive delivery times.

- **AI and Big Data**:
- Pos Malaysia could leverage Geely’s AI capabilities to optimize delivery routes, predict demand patterns, and improve customer service.

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### **4. Export and Regional Expansion**
- **ASEAN Supply Chain Hub**:
- With Geely’s backing, Pos Malaysia could position itself as a regional logistics hub for ASEAN, handling exports from China and facilitating trade within the region.

- **Export of Proton Components**:
- As Proton scales its production under the Geely partnership, Pos Malaysia could manage the export of Proton components and CKD (completely knocked down) kits to other markets.

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### **Challenges**
- **Operational Misalignment**:
- Geely is primarily an automotive and tech company, while Pos Malaysia's focus is postal and logistics. Aligning their operations may require significant effort and investment.
- **Regulatory Barriers**:
- Malaysian government regulations and national service obligations for Pos Malaysia might complicate cross-border collaborations.
- **Cultural and Strategic Differences**:
- Geely’s high-tech, profit-driven approach might clash with Pos Malaysia’s public service obligations and legacy systems.

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### **Conclusion**
While Pos Malaysia and Geely operate in distinct industries, there are potential synergies in **logistics modernization**, **cross-border trade**, and **e-commerce facilitation**. DRB-HICOM could explore leveraging Geely’s expertise to transform Pos Malaysia into a technologically advanced logistics player, particularly if the focus is on the **ASEAN e-commerce boom** and **green logistics**. However, for meaningful collaboration, Geely would need to view this as strategically valuable for expanding its influence in Malaysia and the region.

at what price pos akan dijual jika berlaku? hehe

DRB-HICOM sold a 49.9% stake in Proton Holdings Berhad to **Zhejiang Geely Holding Group** in **2017** for approximately **RM460.3 million**. The deal included several strategic components, which helped Geely and DRB align their interests in turning Proton into a globally competitive brand. Here are the specifics:

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### **Key Details of the Sale**
1. **Transaction Value**:
- DRB-HICOM sold a 49.9% stake in Proton for **RM460.3 million**.
- The deal effectively valued Proton at **approximately RM920 million** at the time of the transaction.

2. **Lotus Cars**:
- As part of the agreement, Geely also acquired a 51% stake in **Lotus Cars**, the UK-based sports car manufacturer, for **£51 million (around RM282 million)**.
- The remaining 49% of Lotus was sold to **Etika Automotive**, a private Malaysian company.

3. **Geely's Contributions**:
- Geely committed to providing technical expertise, new model platforms, and access to advanced technologies.
- This included the introduction of successful models like the Proton X70, based on Geely’s Boyue platform.

4. **DRB-HICOM’s Stake**:
- DRB retained a **50.1% controlling stake** in Proton, maintaining its position as the majority shareholder.

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### **Strategic Context of the Sale**
- The sale occurred during a time when Proton was struggling financially due to declining market share, low export volumes, and a lack of competitive models.
- Geely’s involvement was seen as essential to reviving Proton by:
- Injecting **capital**.
- Providing **technological resources**.
- Expanding Proton’s presence in **ASEAN** and beyond.

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### **Outcomes Post-Sale**
- The collaboration led to the launch of the highly successful **Proton X70** and subsequent models, which have significantly improved Proton’s profitability and market position.
- Proton is now seen as a competitive player in Malaysia’s automotive market, with ambitions to expand its export footprint.

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The Proton-Geely partnership highlights the benefits of leveraging foreign expertise to turn around struggling domestic brands, and it stands as one of DRB-HICOM’s most notable strategic moves in recent years.