Good. Make Polis report. Clear YNH name.

Lol qr so bad. Next week jialat

Waiting on the sideline, ready to jump in when there is buying sign. Good for long term

buy all at 0.145. Let's wait till RM 0.5

Exciting, im ready to enter soon!

Buy in tmr, up 10-15% minimum.

no need to forecast revenue based on parcel. More accurate to multiply the % increase in parcel volume by the existing parcel revenue. This excludes the uncertainty in forecasting the price/parcel - assuming POS price each parcel the same in QR 1 and QR 2.

Net cash generated from operations 42.5m VS -6.7m previous QR

Oh YEAHH!!! Good QR! :)

Collected more 0.955. Good price. You need to save bullets for lows

Shopping time soon :)

Shopping time soon :)

Don't enter yet. Wait for S&P to drop to next support 2,800 first. I believe we need to hold on to POS for a bit. Very heavy market canning tonight for the millennials who borrowed money to invest in US.

Thank you jb161802 and Oldchinaman!

who is behind S5 and how is it related to connect?

end of the story is to buy Connect-PA which is most worth it right?

Anyone care to explain what's happening here? have i missed the party boat? POO POO

Just too many kiddos in this forum that's why i sit out from talking sense.

Still here baby :)

Not time to pick up.

Lollllllll

To Mabel, i think Serba will hit RM 2 first, but Dayang will have more % increase upside even though it may hit later than Serba.

Glad drb exited hospitality industry in 2018. Although the golf course land was sold at undervalued price I think overall was a good move due to reduced exposure to hospitality which is now badly hit. https://www.drb-hicom.com/wp-content/uploads/2018/03/MEDIA-RELEASE-ENG-DRB-HICOM-ANNOUNCES-NEW-STRATEGIC-DIRECTION-FOR-ITS-PROPERTIES-SECTOR-V2.0-MARMCASFHfinal-approved-copy-1.pdf

Waiting for proton to launch this to take on Range Rover, but at rm 150k cost http://global.geely.com/car/icon/

No need promotion, just see vehicles on the road.

Based on the increased response in this forum, I see more smart people joining POS tomorrow!

Receivable a problem.

Interesting growth company.

Ok, now im considering VSTECS. Online trend of electronics is coming back

Dayang top O&G now.

DRB will go back faster than anyone else because the market share is in growth mode, while others are depending on the overall sentiment to increase, proton is biting market share of its competitors. So Proton CAN STILL GROW in slowing car retail environment.

Avoid other carmakers because only Proton sees increasing demand.

https://www.thestar.com.my/business/business-news/2020/03/24/pos-malaysia039s-transformation-could-set-the-stage-for-earnings-turnaround

Don't come and tell me POS is cheap when it is RM 1.50 in the future.

For me all warrants are expensive now, they were really cheap when 0.25 now already multiplied 3 times

Yes brooo huat liao laaaa!

bro I don’t hold much. Just few hundred lots. Haha

I sold off my c47 already, owning mother share only now

Lazada, shopee, Zalora are the few platforms that engage with pos Malaysia

To encourage more Malaysians to use contactless payment systems, an RM50 will be credited into the e-wallets of users.

The RM50 e-wallet credit is matched with a discount and cashback vouchers of RM50 from the e-wallet companies beginning July 2020.

This is applicable to all Malaysians aged 18 and above who earn less than RM100,000 annually, which is around RM8,300 a month.

The government will collaborate with private companies to run a “Shop Malaysia Online” campaign to encourage online shopping. Promotional codes and various discount vouchers will be provided through the e-commerce platform.

For this campaign, the government will allocate RM70 million to be matched by e-commerce platforms.

The campaign will run from August to September 2020.

160 million for digital platforms and ecommerce

Business segments performance
In the Post and Parcel segment, revenue held steady for the full year. International Post and
Parcel posted record revenue of more than S$500 million on the back of higher cross-border
eCommerce-related activity, which was offset by an accelerated decline in letter mail volume
domestically. Profit on operating activities for the segment dropped 23.2% to S$127.5 million.
These trends were impacted by Covid-19 disruptions in Q4, with Post and Parcel revenue
declining by 5.7% in the quarter. Domestic letter mail volumes continued its double-digit
decline for a second straight quarter, while International Post and Parcel saw a drop to its
revenue and operating profit due to the disruption in global supply chains as a result of
border control measures imposed by many countries due to Covid-19. As a result, profit on
operating activities in the Post and Parcel segment dropped 47.7% in Q4.

SingPOST QR - But share price upped 12% since. Their QR dropped 50% leh. Our QR if gone up 50% is better right? haha

today QR? how you know bro

Yes. Patience. Never let go for something else you’re not sure. Hold on to something you’re sure of.

Closed unchanged, but i'm happy with the movement today. Support found at 1.10

Ready to boom soon

Gdex up 7% to 0.41! Pos will follow

TP = 0.86

Bursa Transaction Volume
March QR 19 - 169b
March QR 20 - 219b (29.59% increase)

Brokerage Revenue
March QR 19 - 37m
March QR 20 - 48m

Brokerage Profit Margin - 15%

Volume forecast Bursa
April - 115b (actual)
March - 120b (actual)
June (forecast) - 120b
June QR 2020 - 355 (62% from March QR 2020)

Expected Brokerage Revenue June QR 2020 = 48 x 1.62 = 79m
June QR 2019 Brokerage revenue = 38.3m
Increase in brokerage revenue = 79 - 38.3 = 40.7m
Increase in PBIT due to increase in brokerage = 40.7 x 15% = RM 6.1m

thing to note:
Rakuten Users in May 2020 - 32,500
Rakuten Users in March 2020 - 70,000

100% increase. Brokerage income increase = 6.1m x 2 = 12.1m
12.1 x 70% (tax) = 8.4m extra per quarter or 33.6 NPAT/ year.

We are cautiously optimistic of our business outlook for
the year. As at end April 2020, we have reversed some of the credit provisions made in first
quarter and are on track for a turnaround in the following quarters.

Logistics and courier are stable businesses.. You need to have PE>20. Singapore POST P/E 23, P/B 1.1..

POS P/E = NIL
P/B = 0.6.

100% upside more. Looking at RM 2 before i release my chunk of baby-shares