Posted by JadeSchira > 2017-03-19 12:23 | Report Abuse

AppAsia (0119) should see buying interest this Monday. Time to sapu!

Posted by calvintaneng > 2017-03-19 12:36 | Report Abuse

https://www.bloomberg.com/news/articles/2016-10-10/200-year-old-snail-mail-operator-taps-alibaba-giant-for-growth

Posted by calvintaneng > 2017-03-19 12:37 |

Post removed.Why?

Posted by calvintaneng > 2017-03-19 12:44 | Report Abuse

The Top beneficiary for E FTZ will be DRB/POS

https://bluenotes.anz.com/posts/2016/05/the-boom-within-a-boom-chinese-cross-border-e-commerce/

Posted by stockmanmy > 2017-03-19 12:56 | Report Abuse

regional hub....that means logistics.

Top pick in logistics is Century with its K pop.

Posted by Lk036 > 2017-03-19 12:58 | Report Abuse

Calvin, beneficial sure pos/Drb. Any link hv mention. Some say Puc also hv big chance as the price moving steady up.

Posted by stockmanmy > 2017-03-19 13:08 | Report Abuse

what does regional hub mean?

regional hub is not about last mile delivery ....it is about logistics and yes, AirAsia and even Tiong Nam.



and Century will have key role to play.

Posted by calvintaneng > 2017-03-19 13:53 | Report Abuse

Lk036

Pos already indicated bigger role for Alibaba. And Drb already pumped its logistic arm in to POS in exchange for more POS shares. Now DRB has 53.5% of POS.

Last time Transmile was touted to fly goods into China but failed. This round DRB has 2 cargo planes ready to fly any where.

And for Distribution Centers no other company got such widespread locations in Malaysia except POS. POS has over 800 POS outlets and still expanding.

So Alibaba will go for POS/DRB as there command a bigger presence rather than small fry companies.

See

The opening of FTZs has cut much of the red tape associated with importing products from other countries over a range of product segments, making it possible, for example, for Chinese consumers to order fresh food from Australia or South America, and have it delivered to their door 72 hours later (if they live in a first-tier city such as Shanghai).

At the same time as FTZs have begun opening up around China, the country’s consumers have developed a serious affinity for products from overseas.

Posted by stockmanmy > 2017-03-19 22:15 | Report Abuse

Gdex plans to go regional.

Gdex is the chief beneficiary too.