Posted by ocbc > 2 months ago | Report Abuse

Best time for major shareholder to privatise it. Free money.

Posted by seelah > 2 months ago | Report Abuse

Best time for big players to mop up the shares and dismantle the company.

Posted by abc333 > 2 months ago | Report Abuse

I don’t see the correlation between improving sales at Proton and better earnings at DRB-Hicom. Hence, I don’t think the counter is undervalued,” says an analyst who covers the industrial conglomerate.

Closing at RM1.13 last Friday, DRB-Hicom was trading at 0.3 times its net asset value (NAV) and had a market capitalisation of slightly more than RM2 billion. For comparison, Oriental Holdings Bhd (KL:­ORIENT) and Sime Darby Bhd (KL:SIME), two other conglomerates with an automotive business, were trading at 0.5 times and 0.9 times NAV respectively.

the beging of privatize, 1st step : make you belive it worth below 1. step 2, offer 1.9 , which 80-90% higher than market price. the analyst will tell you this is not fair but reasonable.

Posted by seelah > 2 months ago | Report Abuse

Report not convincing at all. In fact, it is confusing.

Posted by Willtolive > 2 months ago | Report Abuse

good price and volume

Posted by Good123 > 2 months ago | Report Abuse

drb perlu bawa geely masuk pos malaysia macam proton. pos masih belum turnaround > 5 years dah 😀

Posted by Annetan > 1 month ago | Report Abuse

Anyone knows when is the lastest date Syed Mokhtar needs to pare down his holdings on the bank?

Posted by Good123 > 1 month ago | Report Abuse

😁😁😁Pos survival affect Drb. Drb is forced to do the same like for the proton. PETALING JAYA: Kenanga Investment Bank Bhd has placed a “neutral call on the local automotive sector as competition intensifies this year.

In a report, the research house said the sector’s earnings saw a drop in the second half of its reporting season particularly for DRB-Hicom Bhd and Tan Chong Motor Holdings Bhd, as both registered quarterly losses due to unfavourable environments.

It said DRB-Hicom’s core net profit had almost halved year-on-year, dragged by its second quarter losses due to wider sequential quarter losses at its postal segment, as well as longer closure of auto parts manufacturing plant on extended festive holidays and higher tax

Posted by Good123 > 1 month ago | Report Abuse

Good buy, outperform pulak 😁

KUALA LUMPUR (Oct 2): Malaysia’s automotive sales volume could continue to surprise the market, Kenanga Investment Bank flagged on Wednesday, as it upgraded the sector to “overweight” from “neutral”.

Total industry volume, or new vehicle registrations, could hit 800,000 units this year, according to the research firm’s projection. That compares to the forecast of 765,000 units by the Malaysian Automotive Association (MAA) that represents most domestic and foreign brands.

“This is backed by strong sustained demand in the affordable segment, attractive new launches, softer-than-expected impact from e-invoicing and a downtrading trend by mid-market buyers,” Kenanga said.

The number of vehicles sold in the first eight months of the year have hit 533,301 units, up 5.9% from 503,783 units in the corresponding period last year, according to MAA’s latest data.

Consumers, meanwhile, would have to weigh purchases of cars and other big-ticket items ahead of an impending subsidy rationalisation against potential cash handouts and other forms of assistance from the government to keep a lid on the rising cost of living.

The government has announced the re-targeting of diesel subsidy in June, while rationalisation for RON95, the most widely-used petrol variant, is expected to follow suit.

For now, “the industry’s earnings visibility is still good,” Kenanga said, citing bookings totalling 160,000 units at end-August.

More than half of the backlog is made up of new models, pointing to the appeal of new models, and the trend is likely to persist throughout the remaining months of 2024 given a strong line-up of new launches, Kenanga said.

The research house also reiterated that the fuel subsidy rationalisation will likely hurt demand for mid-market cars though it would be business-as-usual for the lower-end segment, resulting in a “two-speed” market for 2024.

For strategy, Kenanga upgraded Bermaz Auto Bhd (KL:BAUTO) and DRB-HICOM Bhd (Kl:DRBHCOM) to “outperform”, joining MBM Resources Bhd (KL:MBMR), HIL Industries Bhd (KL:HIL), Hong Leong Industries Bhd (KL:HLIND) and Sime Darby Bhd (KL:SIME).

All in, the research house now has six stocks in the sector on “outperform”, with Tan Chong Motor Holdings Bhd (KL:TCHONG) being its sole stock on an “underperform” rating.

Posted by Good123 > 1 month ago | Report Abuse

Sudden surge above rm1.1++ expected enjoy yah

Posted by Good123 > 1 month ago | Report Abuse

Government support for **Pos Malaysia** (the national postal service) stems from several key reasons tied to national interests and social responsibilities:

1. **Universal Service Obligation (USO)**: The government mandates Pos Malaysia to provide essential postal services to all citizens, regardless of their location. This ensures that even rural and remote areas have access to mail and parcel delivery, bridging the urban-rural divide.

2. **Connectivity and Communication**: Pos Malaysia plays a crucial role in facilitating communication across the country. Although digital communication is on the rise, physical mail is still important for government documents, legal notifications, and official correspondence.

3. **Economic Development**: Pos Malaysia provides logistical services that support businesses, especially small and medium enterprises (SMEs). It helps companies ship products both locally and internationally, aiding economic activity and e-commerce growth.

4. **Financial Inclusion**: Many Pos Malaysia outlets offer basic financial services such as bill payments, money transfers, and insurance. This supports financial inclusion, particularly in underserved areas where banks may not be present.

5. **Employment and Workforce Support**: As a large employer, Pos Malaysia generates significant employment opportunities. Government backing helps maintain jobs in logistics, transportation, and postal services, contributing to the economy.

6. **National Security and Integrity**: The postal service plays a role in ensuring the safe and secure delivery of official government documents and sensitive materials like ballots during elections.

7. **Adapting to E-Commerce Growth**: With the rise of online shopping and the need for reliable parcel delivery services, Pos Malaysia's operations are crucial in supporting the country’s growing e-commerce ecosystem.

8. **Public Service Mission**: Pos Malaysia operates with a public service mission, ensuring access to essential services like mail delivery at affordable rates. The government supports it to ensure these services remain accessible to all segments of society.

In summary, Pos Malaysia is a vital infrastructure for communication, logistics, and financial services, making government support critical for the country's social and economic development.

Posted by Good123 > 1 month ago | Report Abuse

Postal rates may be revised upward for several reasons, many of which reflect broader economic and operational challenges faced by postal services like **Pos Malaysia**:

1. **Rising Operational Costs**: Running a postal service involves significant expenses such as transportation, fuel, salaries, and infrastructure maintenance. If these costs increase, postal services may need to raise rates to cover them and remain financially viable.

2. **Inflation**: General inflation affects wages, fuel prices, and the cost of materials like paper and packaging. To keep up with inflationary pressures, postal services often raise their rates to maintain their operational budget.

3. **Decline in Traditional Mail Volume**: With the rise of digital communication (emails, messaging apps, e-billing), the volume of traditional letter mail has decreased. This reduction in revenue from regular mail forces postal services to revise rates to compensate for lost income.

4. **Investment in Modernization**: Many postal services, including Pos Malaysia, need to invest in modernizing their operations, especially to handle the growth of e-commerce. This includes upgrading logistics, digital infrastructure, and automation. Raising postal rates helps fund these investments.

5. **Cross-Subsidization of Services**: Postal services often provide a range of services under a universal service obligation, which includes delivering to remote or less-profitable areas. Higher postal rates in other segments can help subsidize these services and ensure they remain available to all citizens.

6. **Currency Fluctuations**: If Pos Malaysia is involved in international shipping or purchasing of equipment from overseas, fluctuations in currency exchange rates can increase costs, leading to rate hikes to offset these financial impacts.

7. **Sustainability Initiatives**: Increasingly, postal services are being pressured to adopt eco-friendly practices, such as reducing carbon emissions or using sustainable materials. These green initiatives can add to operational costs, and higher postal rates may be necessary to support them.

Overall, postal rate hikes are often driven by the need to maintain operational efficiency and service quality amid economic and technological changes.

Posted by Good123 > 1 month ago | Report Abuse

The government might consider **buying back** the postal services (such as **Pos Malaysia**) for several strategic and economic reasons. These motivations typically revolve around public interest, national security, and the critical nature of postal infrastructure. Here's why the government might pursue this:

### 1. **Public Service Obligation (Universal Service Obligation)**
Pos Malaysia is responsible for providing postal services to all parts of Malaysia, including rural and remote areas. As a private entity, profit motivations may conflict with the public service obligation. A government buyback could ensure that postal services remain affordable and accessible to all citizens, especially those in underserved regions, regardless of profitability.

### 2. **Strategic National Asset**
Postal services are considered strategic national assets because they play a crucial role in national logistics, communications, and financial inclusion. By taking control, the government can ensure that these services align with national interests, security concerns, and development goals, safeguarding the integrity of critical infrastructure.

### 3. **Ensuring Economic Stability**
Pos Malaysia’s performance impacts various sectors, including e-commerce, logistics, and SMEs. If Pos Malaysia struggles financially, it could affect these industries, leading to wider economic disruptions. Government intervention through a buyback could stabilize the company and protect related industries, ensuring economic stability.

### 4. **Strengthening National Security**
Postal services handle sensitive information, including government documents and election ballots. By bringing Pos Malaysia under state control, the government can better ensure the security of these services, reducing the risk of data breaches or misuse.

### 5. **Protecting Jobs**
Pos Malaysia is a major employer in the logistics and postal sectors. If the company were to face serious financial distress, it could result in significant job losses. A government buyback could preserve jobs, ensuring that workers continue to have stable employment, which is vital for economic and social stability.

### 6. **Modernizing and Revitalizing the Postal System**
A government buyback could allow for greater investment in modernization, infrastructure, and digital transformation. The government could introduce new technologies, such as automation in sorting centers, digital services, and sustainability initiatives, ensuring that Pos Malaysia remains competitive in the face of rapid technological changes.

### 7. **National Development Objectives**
As a government-controlled entity, Pos Malaysia could more easily align with national development policies, such as promoting rural development, financial inclusion, and sustainability goals. Government ownership could ensure that the postal service contributes to broader social and economic objectives, beyond just profit generation.

### 8. **Financial Sustainability**
In the hands of the government, Pos Malaysia could receive direct financial support and policy backing, such as subsidies or favorable postal rate adjustments. This would help ensure its long-term financial sustainability, especially in areas where private operators might struggle due to high operational costs or lower demand.

### 9. **Improving Efficiency and Reducing Corruption**
Government oversight through direct control could improve operational efficiency and reduce the risk of financial mismanagement or corruption. The government might view a buyback as a way to implement stricter governance and accountability frameworks to improve the company's overall performance.

### 10. **Addressing Privatization Challenges**
If privatization has led to performance issues, public dissatisfaction, or increased service costs, the government may choose to reverse the privatization. A buyback could address public concerns about the quality, accessibility, and affordability of postal services, ensuring that these essential services meet citizen needs.

In summary, a government buyback of Pos Malaysia would aim to safeguard the public interest, protect national security, and ensure that the postal service continues to play a vital role in Malaysia’s economy and society. By taking direct control, the government could stabilize the company, modernize its operations, and realign it with broader national priorities.

Posted by Good123 > 1 month ago | Report Abuse

Postal assets are considered strategic in many countries for several reasons:

1. **Nationwide Infrastructure**: Postal networks often cover vast geographic areas, including rural and remote regions where other services may be limited. This infrastructure can be used for a variety of critical functions beyond mail delivery, including logistics, banking, and emergency services.

2. **Public Communication and Connectivity**: Postal services enable communication between citizens, businesses, and the government. Even in the digital age, physical mail remains essential for certain types of communication, such as legal documents, government notices, and financial services.

3. **Economic Impact**: Postal systems support economic activity by facilitating commerce, especially in e-commerce. They help small businesses reach customers nationwide or even internationally by providing affordable delivery services.

4. **Security and Sovereignty**: A state-controlled postal system ensures the security and privacy of communications. In times of crisis or war, the postal network may be vital for maintaining communications, distributing essential supplies, and supporting government operations.

5. **Financial Inclusion**: Many postal services offer banking services, especially in rural or underserved areas, providing citizens with access to financial products like savings accounts, money transfers, and payment processing.

6. **Employment and Stability**: Postal services are often large employers, contributing to job creation and economic stability in both urban and rural areas.

Because of these roles, postal assets are often viewed as critical for national infrastructure and economic resilience.

Posted by Good123 > 1 month ago | Report Abuse

Postal banks for rural areas likely to be set up, etc😝

Posted by Good123 > 1 month ago | Report Abuse

more biz for DRB proton and pos malaysia logistics div...
Proton eMas 7 SUV - co-developed with Geely Galaxy E5; first …
2024 · Proton has revealed its hotly anticipated and first electric vehicle (EV) called the eMas 7 (stylised as e.MAS 7) that will be sold under its eMas brand, which was …

Posted by Good123 > 1 month ago | Report Abuse

huatlah :)

The introduction of Proton EV (Electric Vehicle) could bring more business opportunities to Pos Malaysia and DRB-HICOM due to the following reasons:

### 1. **Expansion in Delivery and Logistics Services (Pos Malaysia)**
- **Charging Infrastructure Development**: As Proton EVs become more popular, there will be a need to establish a network of EV charging stations nationwide. Pos Malaysia, with its widespread network of post offices, could leverage its locations to host or manage charging infrastructure, creating a new revenue stream.
- **Supply Chain and Spare Parts Distribution**: Pos Malaysia could also expand its logistics services to handle the distribution of spare parts and EV components. Handling specialized deliveries related to EVs, including battery shipments, could be a high-margin business for Pos Malaysia.
- **E-commerce and Direct Sales**: With more emphasis on online car purchases, Pos Malaysia could capitalize on delivering Proton EVs directly to customers or facilitating delivery of necessary documents, such as registration papers.

### 2. **Synergies within DRB-HICOM Group**
- **Vertical Integration**: DRB-HICOM, being the parent company of Proton, Pos Malaysia, and other subsidiaries, could benefit from vertical integration. Pos Malaysia can be used as a logistics arm to support the Proton EV supply chain—ranging from component imports to nationwide vehicle deliveries.
- **Supporting Production**: As Proton shifts toward EV production, DRB-HICOM's other businesses related to component manufacturing and engineering can play an essential role in supplying parts and providing expertise, benefiting the entire group.

### 3. **After-Sales Services & Maintenance Support**
- **Logistics for Maintenance**: EV maintenance requires specialized parts, like batteries. Pos Malaysia could be involved in logistics for transporting batteries and other parts needed for maintenance, especially given the weight and handling requirements of EV batteries.
- **Subscription and Leasing Services**: DRB-HICOM could offer EV leasing or subscription services, with Pos Malaysia handling collection and return logistics, thereby increasing business activities between the group companies.

### 4. **EV Adoption Incentives and Government Support**
- **Government Partnerships**: The Malaysian government may push for more local EV adoption, including potential incentives for Proton as a local manufacturer. Pos Malaysia could work on joint initiatives with Proton and government bodies to provide green delivery services, such as using Proton EVs for their own postal delivery fleets.
- **Green Logistics**: Pos Malaysia could adopt Proton EVs to replace their existing delivery fleet, which would not only reduce emissions but also lead to cost savings in fuel. This aligns with sustainability trends and government green policies, potentially unlocking incentives and funding for both companies.

### 5. **Market Positioning and Brand Synergy**
- **Green and Modern Image**: The use of Proton EVs in Pos Malaysia's operations could boost both brands. Proton gets to showcase the reliability and efficiency of its EVs through public use, while Pos Malaysia gains a modern, eco-friendly image by integrating EVs into its fleet.
- **Cross-Promotions**: There could also be opportunities for cross-promotion, where Pos Malaysia offers bundled services (like discounts on postal services for Proton customers) or Proton markets specific offers in collaboration with Pos Malaysia to promote both their services.

In summary, the introduction of Proton EVs aligns with Pos Malaysia’s and DRB-HICOM’s goals of expanding services, integrating supply chains, and leveraging synergies within the group. This results in more revenue streams, reduced operating costs, and an improved sustainability profile, benefiting both companies in the long term.

Posted by Good123 > 1 month ago | Report Abuse

Post office with land, EV charging stations… big biz macam petrol stations

Posted by Good123 > 1 month ago | Report Abuse

Dulu Ada bsn (bank), POs Malaysia bokeh dirikan bank sendiri 😙

Posted by Good123 > 1 month ago | Report Abuse

Pos Malaysia boleh jv dengan tesla or byd bagi ev chargers kat semua cawangannya yang ada tanah.. cool 😛

Posted by Good123 > 1 month ago | Report Abuse

Proton ev advantageous berbanding perodua. Proton =geely = volvo = lotus, dll

Posted by Good123 > 1 month ago | Report Abuse

Bagi ev, proton dapat defeat perodua.. 😇😎

Posted by Good123 > 1 month ago | Report Abuse

Ev proton dah ready, rebadged from geely/volvo

Posted by Good123 > 1 month ago | Report Abuse

First mover advantage Bagi ev proton Lebih Cepat drp perodua

Posted by Good123 > 1 month ago | Report Abuse

Jika Drb starts Jualan ev, Drb easily rise 10-20sen tutup mata😁

Posted by Good123 > 1 month ago | Report Abuse

Dengan ev, Drb proton dapat kalahkan perodua

Posted by Good123 > 1 month ago | Report Abuse

Accumulating banyak2 ya.. Huat kelak😍

Posted by Good123 > 1 month ago | Report Abuse

Beli lebih, orang lain tak sedar lagi😎

Posted by seelah > 1 month ago | Report Abuse

No use as long as management is not proactive and complacent with business as usual.

Posted by seelah > 1 month ago | Report Abuse

Good times share price down, bad times masuk longkang.

Posted by seelah > 1 month ago | Report Abuse

Still cannot understand how more sales can lead to net loss.

Posted by seelah > 1 month ago | Report Abuse

See how Singpost doing positive restructuring.

Posted by seelah > 1 month ago | Report Abuse

Should learn from neighbour. Otherwise just off load Pos ....

Posted by Income > 1 month ago | Report Abuse

Y
https://youtube.com/shorts/EyKshWmo6Bs?si=Gqd-gQxw7zYHGbwU

Posted by Good123 > 1 month ago | Report Abuse

Harga dah mau fly hehe

🚀Register now to be the first to drive test Proton's latest EV project, e.MAS! ☎
Sign up now, you might just be the lucky one who gets to take it for a spin. It's time to go electric with Proton - join our community today!

#proton #protonemas #ev

Posted by Good123 > 1 month ago | Report Abuse

Geely's assistance to Proton is especially crucial for electric vehicles (EVs) for several key reasons:

Advanced EV Technology: Geely has significant expertise in EV technology, including battery management systems and electric drivetrains. This can help Proton develop more efficient and competitive EV models.

Shared Platforms: Geely can provide Proton with access to modular platforms specifically designed for EVs, allowing Proton to produce vehicles more quickly and at lower costs.

Research and Development: Geely's investment in R&D for EVs can fast-track Proton's innovation in areas like range, performance, and safety features, making their EVs more appealing to consumers.

Economies of Scale: By leveraging Geely's manufacturing capabilities, Proton can achieve economies of scale in producing EVs, potentially lowering costs and prices for consumers.

Global Market Strategies: Geely’s experience in international markets can help Proton navigate the evolving global EV landscape, identifying trends and consumer preferences to enhance their offerings.

Charging Infrastructure: Geely’s existing networks and partnerships can assist Proton in developing the necessary charging infrastructure, addressing one of the main concerns for potential EV buyers.

Sustainability Goals: As both companies focus on sustainability, their collaboration can lead to the development of eco-friendly vehicles that align with global trends, attracting environmentally conscious consumers.

By leveraging Geely's strengths, Proton can position itself as a formidable player in the EV market, making it more competitive against brands like Perodua.

Posted by Good123 > 1 month ago | Report Abuse

The share price of DRB-HICOM, the parent company of Proton, could potentially rise with the launch of electric vehicles (EVs) developed with Geely's assistance for several reasons:

1. **Increased Revenue Potential**: The launch of new EV models could attract more customers, boosting sales and overall revenue, which would positively impact the company’s share price.

2. **Market Positioning**: Successfully entering the EV market can enhance DRB-HICOM's reputation as an innovative automotive manufacturer, making it more appealing to investors.

3. **Strategic Partnerships**: Geely's backing lends credibility and confidence to DRB-HICOM, which can attract investment interest and improve market perception.

4. **Future Growth Opportunities**: As the EV market continues to grow, investors may see DRB-HICOM as a key player in this transition, leading to increased demand for its shares.

5. **Cost Efficiency**: With Geely’s expertise in EV production, DRB-HICOM may achieve better production efficiencies, improving profit margins and attracting more investors.

6. **Positive Sentiment**: A successful EV launch can generate positive media coverage and consumer interest, further boosting investor confidence and potentially driving up the stock price.

7. **Government Support**: If the Malaysian government supports EV initiatives, this could provide additional incentives for DRB-HICOM, further enhancing its growth prospects.

Overall, if DRB-HICOM successfully leverages Geely's resources to launch a competitive range of EVs, it could significantly enhance its market position and attract investor interest, leading to a rise in share price.

Posted by Good123 > 1 month ago | Report Abuse

First mover advantage bagi proton EV, perodua masih tiada ev tahun ni hehe

Proton's electric vehicles (EVs) could potentially outperform Perodua's EV offerings for several reasons:

1. **Advanced Technology**: Proton, with Geely's support, can leverage advanced EV technologies, such as better battery systems and efficient drivetrains, providing superior performance and range compared to Perodua's models.

2. **Diverse Model Lineup**: Proton's ability to offer a wider variety of vehicle types (sedans, SUVs, etc.) allows it to cater to different customer preferences, whereas Perodua primarily focuses on smaller cars.

3. **Enhanced Features**: Proton may incorporate more modern features, such as advanced infotainment systems and safety technologies, appealing to tech-savvy consumers who prioritize these aspects in their EV purchases.

4. **Brand Perception**: Proton’s identity as a national car manufacturer may resonate more with consumers looking for local options, particularly if Proton emphasizes its commitment to sustainability and innovation.

5. **Charging Infrastructure**: Proton's potential focus on developing charging solutions can alleviate consumer concerns about range anxiety, making their EVs more attractive.

6. **Government Incentives**: Proton might benefit more from government support for local manufacturing and EV initiatives, helping to lower costs and increase market competitiveness.

7. **Marketing and Branding**: A strong marketing strategy emphasizing Proton’s EV advantages can help capture consumer interest and market share, further positioning Proton favorably against Perodua.

If Proton successfully capitalizes on these factors, it could gain a competitive edge over Perodua in the EV market.

Posted by Good123 > 1 month ago | Report Abuse

DRB-HICOM is considered a solid company in Malaysia for several reasons:

1. **Diverse Business Portfolio**: DRB-HICOM operates in various sectors, including automotive, manufacturing, services, and property development. This diversification helps mitigate risks and ensures steady revenue streams.

2. **Strong Automotive Presence**: As the parent company of Proton and several other automotive brands, DRB-HICOM plays a significant role in Malaysia’s automotive industry, benefiting from strong brand recognition and market share.

3. **Strategic Partnerships**: Collaborations with international partners, such as Geely, enhance DRB-HICOM's technological capabilities and market positioning, allowing it to innovate and expand its product offerings.

4. **Government Support**: Being a key player in Malaysia’s automotive sector, DRB-HICOM often benefits from government initiatives and policies aimed at promoting local manufacturing and sustainability.

5. **Robust Financials**: The company has shown resilience in its financial performance, maintaining steady growth and profitability over the years, which instills investor confidence.

6. **Commitment to Innovation**: DRB-HICOM's focus on research and development, particularly in EVs and sustainable practices, positions it well for future growth in a rapidly changing market.

7. **Experienced Management**: The company's leadership brings extensive industry experience and strategic vision, guiding DRB-HICOM through various economic cycles.

8. **Job Creation and Economic Contribution**: As a major employer and contributor to Malaysia's economy, DRB-HICOM plays a vital role in driving growth and development in the region.

These factors contribute to DRB-HICOM's reputation as a solid and reliable company in Malaysia's corporate landscape.

Posted by Good123 > 1 month ago | Report Abuse

https://klse.i3investor.com/web/blog/detail/savemalaysia/2024-10-03-story-h470880644-Proton_says_can_push_sales_higher_in_last_three_months_of_2024

Posted by Good123 > 1 month ago | Report Abuse

drb must turnaround pos as fast as possible, from rm6++ to 33sen now. Great wealth destruction todate hehe

Posted by Good123 > 1 month ago | Report Abuse

SingPost is restructuring to become an asset-light, global logistics company. It has reorganized into three units (Singapore, Australia, and International) and is divesting non-core assets to reduce debt and reinvest in growth. The company has also lowered its dividend payout to 30-50% of net profit to support its transformation. SingPost aims to capitalize on the growing e-commerce logistics market while improving long-term profitability $$$$$$

Posted by Good123 > 1 month ago | Report Abuse

https://www.thestar.com.my/business/business-news/2024/03/21/singpost-sets-three-year-deadline-for-transformation

Posted by Good123 > 1 month ago | Report Abuse

Kerajaan stabil, Bursa Malaysia dijangka melonjak sebelum Belanjawan 2025 - Penganalisis https://www.klsescreener.com/v2/news/view/1403409 😎

Posted by Good123 > 1 month ago | Report Abuse

DRB-HICOM, a Malaysian conglomerate involved in the automotive sector, has several car brands and companies under its umbrella, either through direct ownership or partnerships. These include:

1. Proton: DRB-HICOM is a major stakeholder in Proton, one of Malaysia’s national car manufacturers.
2. Honda Malaysia: DRB-HICOM has a joint venture with Honda Motor Co. to produce and distribute Honda vehicles in Malaysia.
3. Mercedes-Benz Malaysia: DRB-HICOM is involved in a joint venture with Daimler AG for the distribution and assembly of Mercedes-Benz vehicles in Malaysia.
4. Volkswagen Malaysia: DRB-HICOM has had involvement in assembling and distributing Volkswagen vehicles.
5. Isuzu Malaysia: The company also plays a role in the production and distribution of Isuzu commercial and passenger vehicles in Malaysia.

These partnerships and stakes make DRB-HICOM a significant player in Malaysia’s automotive industry, ranging from national to international brands.

Posted by Good123 > 1 month ago | Report Abuse

DRB-HICOM’s decision to partner with Geely and replace Mitsubishi as a strategic partner for Proton was driven by several key factors:

1. Technological Advancements and Innovation: Geely, a major Chinese automaker, brought advanced technology, R&D capabilities, and a wider product portfolio, which Proton needed to stay competitive. Proton wanted to modernize and innovate, and Geely offered access to cutting-edge technology, including electric vehicles (EVs) and new platforms.
2. Global Ambitions: Geely’s global presence and success, particularly with its acquisition of Volvo and investments in other international automotive brands, made it an attractive partner. Geely offered Proton the opportunity to tap into global markets and improve its export potential, aligning with Proton’s goal of becoming a more globally competitive brand.
3. Financial Stability: Proton had been facing financial struggles for years, and DRB-HICOM was under pressure to find a strong partner to ensure Proton’s survival. Geely, with its financial strength and proven track record of turning around struggling brands (like Volvo), provided the necessary capital and business expertise to revitalize Proton.
4. Shift in Mitsubishi’s Focus: Mitsubishi Motors, while a long-time partner of Proton, was shifting its focus towards its own business expansion and priorities. Mitsubishi wasn’t able to provide the level of support or investment Proton needed to scale up in terms of innovation and market reach.
5. Local Manufacturing and Growth Plans: Geely committed to leveraging Proton’s existing manufacturing facilities, ensuring that the Malaysian car industry would benefit from local production. This was important for DRB-HICOM to maintain Proton’s identity as a national carmaker while still benefiting from a global partner’s resources.

This partnership with Geely, formalized in 2017, was seen as a crucial step in revitalizing Proton and keeping it competitive, both locally and internationally.

Posted by Good123 > 1 month ago | Report Abuse

Unlocking Value for Shareholders: Selling Pos Malaysia could allow DRB-HICOM to unlock value for its shareholders, especially if it manages to sell the asset at a premium. The proceeds from the sale could be used to reduce debt, invest in growth areas, or return capital to shareholders.

Posted by Good123 > 1 month ago | Report Abuse

2024-10-02
Price Target
Automotive - Another Record Year
Source : KENANGA, Price Call : BUY, Price Target : 1.30
Last Price : 1.08, Upside/Downside : +0.22(20.37%)

Posted by Good123 > 1 month ago | Report Abuse

If syed sell off pos, baik bagi drb & pos 😎😍

Posted by Good123 > 1 month ago | Report Abuse

Proton launching an electric vehicle (EV) could boost DRB-HICOM's share price for several reasons:

1. Increased Market Potential: The EV market is growing rapidly, driven by global trends towards sustainability and clean energy. Proton’s entry into this space could capture a share of the fast-expanding EV market, boosting revenue and growth prospects for DRB-HICOM, its parent company.


2. Improved Brand Perception: Launching an EV would modernize Proton’s brand image, positioning it as a forward-looking automaker aligned with environmental concerns. This could lead to increased consumer demand and attract investors interested in eco-friendly investments.


3. Strategic Partnerships and Government Incentives: Proton might collaborate with international EV companies or leverage government support for the EV industry in Malaysia, which would add value to its operations. These partnerships and incentives can enhance DRB-HICOM's overall business outlook.


4. Diversification of Product Line: By adding EVs to its portfolio, Proton would diversify its offerings, reducing reliance on traditional internal combustion engine (ICE) vehicles, which are subject to stricter regulations and declining demand. This diversification could make DRB-HICOM more resilient to market changes.


5. Positive Investor Sentiment: Investors tend to view automakers entering the EV market as growth stocks due to the long-term potential of the sector. Proton's EV launch could trigger positive sentiment, leading to higher demand for DRB-HICOM shares.



These factors combined could drive up DRB-HICOM's share price in anticipation of Proton's successful transition into the EV market.