Posted by joni > 2016-07-20 15:27 | Report Abuse

better sell ; look like going back to 1.50 again

Posted by lanciao > 2016-07-20 17:06 | Report Abuse

Pi beri pos lagi bagus..gdex mahal

Posted by TengkuAnyok > 2016-09-27 09:49 | Report Abuse

http://asia.nikkei.com/Business/Companies/Japan-s-Yamato-seeks-to-turn-Malays...

Japan's Yamato seeks to turn Malaysia's GD Express into subsidiary
TOKYO -- Reflecting its greater focus on Malaysia, Japan's Yamato Holdings is considering taking a majority stake in GD Express Carrier, the No. 2 parcel delivery company in the Southeast Asian country.

Posted by JT8888 > 2016-09-27 16:30 | Report Abuse

Yes. Its moving now.

Posted by TengkuAnyok > 2016-09-29 10:03 | Report Abuse

GD Express Carrrier ready to test higher, says AllianceDBS Research
TheEdgeWed, Sep 28, 2016

KUALA LUMPUR (Sept 28): AllianceDBS Research said GD Express Carrier Bhd (Gdex) was ready to test higher and that Gdex had on Sept 27 traded higher to RM1.77 before closing at RM1.75 (up 2 sen or 1.15%).

In its evening edition yesterday, the research house said Gdex continued to trade above the 20-day and 50-day moving average lines.

“Following the up close on Sept 27, the stock is likely to move higher with immediate hurdle seen at RM1.77.

“A rise above RM1.77 would lift the stock to the next resistance zone, RM1.80 – RM1.84.

“The support is pegged at RM1.67. A fall below RM1.67 should see further price decline to the subsequent support zone, RM1.58 – RM1.63,” it said.

AllianceDBS Research said stock volume traded on Sept 27 was 1.52 million shares compared to the 3-month average volume of 220,000 shares.

The research house said that indicators wise, the MACD was above the 9-day moving average line with the buy signal remains intact.

It said the relative strength index indicated that the stock was currently in an overbought zone.

Posted by firstsight > 2016-10-20 10:35 | Report Abuse

rubbish company, take 3 days delivery fr KL to JB yet no respond to customer abt shipment status, drivers always lying address cannot found but this is to a regular customer, wonder how management train their staff.

also customer service from 9am to 5pm nobody pickup, unless u know some of the staff email n ask them to check for you...

i doubt this is a listed company, hiring rubbish staff n how to service customer nicely? dump before this stock lost to local competitor like Poslaju, Sure Reach, Citylink etc etc.

Posted by bbc99 > 2016-12-17 16:16 | Report Abuse

yes this a lousy company, hiring a bunch of lazy workers, they can take 4 days to deliver within 15km even in etracking it ady stated out for delivery.im wondering y the stock price still keep rising

Posted by calvintaneng > 2016-12-17 16:41 | Report Abuse

Hi guys,

If you like GD Express you should consider DRB/POS instead.

These are the reasons

1) GD Express by all yardsticks is way too expensive compared to DRB share price.

2)GD Express has only 250 over offices while POS has over 700 POS Offices throughout Malaysia.

And with DRB injecting its logistic fleet of trucks and planes in POS the lion share of Online ECommerce delivery of white goods will go into DRB/POS

3) POS has indicted it will go into JV with Alibaba of Lazada. So Lazada might give more business to POS when its Delivery Trucks are in place

4) And by March 2017 JackMa of Alibaba will launch E Free Trade Zone at the invitation of Pm Najib

I am not telling you to sell GD Express as it will also benefit from Rising ECommerce. The pie is big enough. But if you want to diversify why not consider DRB also

Posted by calvintaneng > 2016-12-17 16:47 | Report Abuse

e-commerce boom propels Pos Laju to be main contributor for the postal services group

PETALING JAYA: Not wanting to be left behind by the e-commerce boom, Pos Malaysia Bhd is counting on its courier services to be the main driver of growth within the next two years.

At the moment, the revenue generated from the traditional mail and courier services of Pos Laju is even.

According to group chief executive officer Datuk Mohd Shukrie Mohd Salleh, its Pos Laju service would be its main revenue generator by its next financial year ending March 31, 2018 (FY18), driven by rising demand for e-commerce.

At the moment, the Pos Laju service accounts for nearly one-third of total earnings.

“This year will be the final year when our mail business will be bigger than our Pos Laju business,” he told StarBiz during a visit to Menara Star yesterday.

“I am pretty confident that by looking at the numbers now, by next year, Pos Laju will be bigger than our mail business.”

Shukrie said year-on-year earnings from its mail business were shrinking slowly.

“Mail contribution is slightly over one-third, but it’s declining between 4% and 5% every year. Pos Laju, meanwhile, has been growing between 20% and 30% every year.

“Next year, I’m confident it will surpass our mail business. Right now, they are almost on par in terms of earnings.”

For its FY16, Pos Malaysia’s mail segment registered a higher revenue of RM905.4mil compared with RM741.7mil in the previous corresponding period, due to higher revenue in the transhipment business instead of a net drop in the traditional mail volume.

Its courier segment, meanwhile, registered a higher revenue of RM556.1mil compared to RM480.2mil, driven by increased demand from e-commerce.

Malaysia’s biggest beneficiary in the e-commerce space is GD Express Carrier Bhd (GDex), whose revenue is less than half of what Pos Laju is generating. For its FY15 ended June, GDex registered an earnings before interest, tax, depreciation and amortisation of RM41.4mil, indicating a margin of 20%. It commands a market capitalisation of RM2.14bil.

As for Pos Laju. according to Pos Malaysia’s annual report, the segment contributed RM55.4mil to the group’s results on a turnover of RM556.1mil, indicating a margin of 10%.

Pos Malaysia’s market capitalisation is RM1.64bil.

On another matter, Shukrie said the injection of DRB-Hicom’s logistics assets into Pos Malaysia would bode well for the postal services company as it planned to cater to the growth of e-commerce.

“For the last 200 years, Pos Malaysia’s operations have been last-mile operations. That’s how we’ve been doing business.

“But anything from first mile and in between, we have to use a third party. Over time, the margin is being compressed. It would be good if we’re in control of the entire chain end-to-end.”

Shukrie said Pos Malaysia was “going big” into e-commerce now, adding that it was the way forward for the company.

“And for us to do that, we need a warehouse specifically for e-commerce.”

Last December, DRB-Hicom had proposed to inject its logistics assets such as KL Airport Services Sdn Bhd and a parcel of freehold industrial land in Shah Alam into Pos Malaysia.

DRB-Hicom, which already owns a 32.21% stake in Pos Malaysia, will be issued with 245.75 million new Pos Malaysia shares for those assets.

“The best way to do that is to use a facility that’s readily available for us. It will provide between 1.5 million sq ft and 1.7 million sq ft of warehouse,” said Shukrie.

“We also plan to buy a piece of land in Shah Alam and convert it into an e-commerce warehouse as well as for automotive logistics.”

Posted by khorsy8333 > 2017-01-05 23:24 | Report Abuse

Wise say

Posted by spaghetti932 > 2017-02-14 15:03 | Report Abuse

the stock price goes sleep again ....

Posted by stainlyho37 > 2017-02-27 10:21 | Report Abuse

watch out mother & wa..................will it fly this few days ???

Posted by matmat > 2017-03-06 20:47 | Report Abuse

nice move today

Posted by pvd_investor > 2017-03-17 12:17 | Report Abuse

Whatz up with this counter..silently going up?

Posted by hipster > 2017-03-17 14:01 | Report Abuse

huat ah!!!!!

Posted by Jac Ngan > 2017-03-17 15:55 | Report Abuse

huat a!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Posted by culbertlim > 2017-03-17 17:59 | Report Abuse

Sold lose die me

Posted by culbertlim > 2017-03-17 17:59 | Report Abuse

Lol just kidding

Posted by accurate > 2017-03-21 08:48 | Report Abuse

Ja Ma in malaysia e-com benefit. buy buy

Posted by accurate > 2017-03-21 08:56 | Report Abuse

have a good ride!

Posted by JuniorC > 2017-03-24 09:28 | Report Abuse

sapu since this week. I guess good news coming soon

Posted by nomadmy > 2017-03-24 10:48 | Report Abuse

The counter is slowing down today. Look at POS today, it is going down slowly....

Posted by accurate > 2017-03-24 10:55 | Report Abuse

will go higher. Just hold. waiting for announcement of........ Will reveal when time is near

Posted by Junichiro > 2017-03-24 12:22 | Report Abuse

Aminvestment said: "although we believe the set up of DFTZ will be positive on the long term growth of MAHB and the overall logistics sector, we believe it is still too early to quantify the impact of DFTZ, as it is only expected to be launched by end of 2019"

The logistic sector does not have high entry barrier. By that time, a lot of new logistic start-ups will emerge.

Posted by abangadik > 2017-03-24 17:17 | Report Abuse

propose 3 bonus issue for 1 mother. :D congrats..

Posted by Johnborne > 2017-03-24 17:31 | Report Abuse

Why congrats? Is proposed or confirm? Any impact

Posted by accurate > 2017-03-24 17:42 | Report Abuse

abangadik you're right bonus issue will propose soon. :)

Posted by abangadik > 2017-03-24 17:47 | Report Abuse

congrats. Increase liquidity, it is a good thing for price action.

Posted by jojojo716 > 2017-03-24 22:29 | Report Abuse

sure will doule double up.. Fengshui master say this year water category stock (logistics) will do very very good

Posted by xuewenapeng > 2017-03-25 09:43 | Report Abuse

what is 红股，是和普通股票一样的意思吗？

Posted by FreedomStrike > 2017-03-25 10:25 | Report Abuse

Bonus issue is 3 bonus issue for 1 mother share or 1 bonus issue for 3 mother share?

Posted by abangadik > 2017-03-25 10:41 | Report Abuse

3 Bonus Shares for every one (1) existing GDEX Share


On behalf of the Board of Directors of GDEX, Maybank Investment Bank Berhad wishes to announce that the Company proposes to undertake a bonus issue of up to 4,713,076,518 new ordinary shares in the Company (“GDEX Shares”) (“Bonus Shares”) on the basis of 3 Bonus Shares for every one (1) existing GDEX Share held on an entitlement date to be determined later (“Proposed Bonus Issue”).

Please refer to the attachment for details of the announcement.

This announcement is dated 24 March 2017.

Posted by Jacky Yip > 2017-03-25 19:25 | Report Abuse

http://www.malaysiastock.biz/Cor ... x?securityCode=0078

Posted by Jacky Yip > 2017-03-25 19:26 | Report Abuse

电商日益炽热．吉运速递可受惠？
吉隆坡小叮当问：随着国内及区域电子商务市场日益普遍，听说速递公司吉运速递可从中受惠。该公司的未来业务前景及估值如何？可以投资买进吗？请给我一点意见。

吉隆坡小叮当问：


随着国内及区域电子商务市场日益普遍，听说速递公司吉运速递（GDEX，0078，主板贸服组）可从中受惠。该公司的未来业务前景及估值如何？可以投资买进吗？请给我一点意见。

答：关于吉运速递的未来业务前景及估值，甚至有关公司较新的一些参考资料，肯纳格研究于2016年12月杪的研究报告对它非常看好，可作为参考。

当时，肯纳格研究认为，吉运速递是拥有良好的盈利成长故事的包裹速递公司，以往3年复合平均成长率达到22.3%，是的，该公司为蓬勃发展的电子商务领域的受惠者之一。一旦该公司解决了使用率超标的障碍后，预料将拥有急速成长的潜能。

该行认为，该公司很可能通过并购活动扩展至区域市场，若是落实，预料将是其中一个价值重估的催化因素。

当时，肯纳格给它的目标价为1令吉97仙，或等于其2017财政年预测本益比77倍，比其5年平均本益比63倍高出0.5标准差水平。该行认为有关估值合理，因为（一）过去记录显示它的预测本益比皆在此水平交易，甚至在2014年6月份走高至100倍。（二）它的赚幅比其他物流同业来得高（15.7%对5.7%）、及（三）它的资产回酬率、股本回酬率以及投资资本回酬率分别达11%、13%、9.3%、比较本地物流业者同侪平均则分别为4.2%、7.7%、5.6%。

肯纳格研究指出，该公司资产轻盈及营运效率的商业模式，自由现金流-回酬及本益成长比与国内外同侪相当一致。该行对它建议“买进”评级。


若以市值为准，该公司是继大马邮政（POS，4634，主板贸服组）之后第二大的本地包裹传递公司。

该公司的包裹速递业务可分类为商业对商业（B2B）及商业对客户（B2C），分别占其2016财政年的电子商务传递业务的26%及74%份额。

肯纳格研究认为，电子商务速递业务为其主要成长动力，在国内电子商务成长趋势中，预料吉运速递的商业对客户速递领域的未来3年成长料介于50%至70%，料于2019财政年的营业额超越商业对商业领域。

该行指出，一旦该公司解决其业务瓶颈，相信其2016财政年速递营业额成长将更高（13.5%对之前3年平均17.6%），主要是其分类中心的产能不足所致。

该公司管理层最近重组其分类中心的流程，使其分类产能增加28%，从平均每日7万8000件增加至10万件，预料有关增幅将在2017财政年全面反映。不过，随着其速递包裹营业额预期成长15%至19%，相信这暂时性质的解决方案将仅可维持1、2年，之后产能将再次见顶。

扩充市场料催化重估值

该行认为，该公司区域市场扩充活动料是估值重估的催化因素。去年初，该公司进行私下配售新股计划，使大和控股（Yamato）成为该公司的第二大股东，持有22.84%股权，也使该公司筹得2亿零900万令吉的现金。使它拥有足够资金进行多项并购活动，特别是最有可能的印尼市场。

另一方面，该公司管理高层在去年12月初披露，该公司将加强处理货物的能力，希望在2017年第二季，该公司每天可处理的包裹将增加至10万至12万个。

同时，2017财政年的资本开销料为3亿令吉，主要用来拓展包裹分类中心，以及增加车队及提升技术。目前该公司拥有约700辆卡车，希望每年增加50至100辆。

Posted by Jacky Yip > 2017-03-25 19:26 | Report Abuse

（吉隆坡24日讯）吉运速递（GD Express Carrier Bhd）建议以1送3比例，派送高达47亿1000万股。

该集团今日向大马交易所报备说：“红股计划将让股东能够以更多的股票数量参与公司股权，同时保留相同持股比例。”

该集团补充，公司股票的流通和交易将提高，同时资本基础将扩大。

吉运速递指出，假设剩余的凭单B都没有在享有日之前行使，将发出41亿8000万红股。若悉数被行使，则将派送47亿1000万红股。

该股今日跌0.5%，报2令吉，成交量有258万股，市值为28亿令吉。

Posted by Jacky Yip > 2017-03-25 19:27 | Report Abuse

如果 EX 后股价站在 RM1.00 以上, 那么它的股价最少要 RM4.00， 现在它才 RM2.00， 可以去马。
个人见解，盈亏自负。

Posted by limch > 2017-03-26 12:40 | Report Abuse

PE 74 cheap?
http://klse.i3investor.com/servlets/stk/0078.jsp

Posted by limch > 2017-03-26 12:40 | Report Abuse

http://www.thestar.com.my/business/business-news/2017/03/25/logistics-firms-running-ahead-of-fundamentals/

Posted by mikee > 2017-03-26 13:33 | Report Abuse

go and read mind boggling good revelation comments about DNEX (4456) from cruz......
https://klse.i3investor.com/blogs/kianweiaritcles/119083.jsp

the good info about Dnex (4456) may get Robert Kouk attention.. :)

Posted by Buybuybuy > 2017-03-27 09:16 | Report Abuse

Bonus share announced, Trading buy call 3.20

Posted by stockmanmy > 2017-03-27 09:19 | Report Abuse

PE 74 cheap?

how about a few hundred $ war chest, Sing Pos, Yamato, a favoured industry and bonus issue?

Posted by Buybuybuy > 2017-03-27 09:24 | Report Abuse

Volume is promising and foreign fund will flush in for this share because of the recent ecommerce deal with china. trading buy call 3.80

Posted by Buybuybuy > 2017-03-27 09:28 | Report Abuse

Bonus shares 1:3 will be entitled in the first half of 2017. Buy now before the price shoot up. Trading buy call 3.80

Posted by Buybuybuy > 2017-03-27 09:39 | Report Abuse

GDEX announced a 3-for-1 bonus issue last Friday, which should have no fundamental impact to the company. However, this could improve share liquidity and market participation. On the other hand, we still view GDEX as a direct beneficiary and earnings-proxy of the growing e- commerce industry. Trading buy call 3.80

Posted by Buybuybuy > 2017-03-27 10:29 | Report Abuse

GD Express Carrier Bhd (GDEX) has proposed a three-for-one bonus issue of 4.7 bln shares, which is expected to be completed in 1H2017.
Assuming that none of the outstanding Warrants-B is exercised prior to the entitlement date, 4.18 bln bonus shares will be issued under a minimum scenario, while about 4.71 bln bonus shares will be issued under a maximum scenario if all of the outstanding warrants-B is exercised prior to the entitlement date.

Posted by TEOH88 > 2017-03-27 10:55 | Report Abuse

All my parcels from Alibaba are shipped by GDEX!

Posted by carilembu > 2017-03-27 10:58 | Report Abuse

Got potential?

Posted by jojojo716 > 2017-03-27 12:00 | Report Abuse

logistics stock sure will rocket this year,,like steel counter last year googog

Posted by Buybuybuy > 2017-03-27 12:58 | Report Abuse

GDEX announced a 3-for-1 bonus issue last Friday, which should have no fundamental impact to the company. However, this could improve share liquidity and market participation. On the other hand, we still view GDEX as a direct beneficiary and earnings-proxy of the growing e- commerce industry. Trading buy call 3.80

Posted by stockmanmy > 2017-03-27 13:02 | Report Abuse

PE high. So is Tesla PE.

But Gdex got efficient operation, a few hundred million $ war, Sing Pos, Yamato, right industry....and now market participation.

the main competitor Pos...a company run by civil servants.





y carilembu > Mar 27, 2017 10:58 AM | Report Abuse

Got potential?