Posted by Good123 > 1 month ago | Report Abuse

Shit Motaik tak kering, ada banyak wang untuk swastakan pos malaysia dengan laju, just wait n see😉

@ocbc

Many people got margin call, market dry like desert now 😐

6 hours ago

Posted by Good123 > 1 month ago | Report Abuse

POS acquired by DRB at RM3.60.

Pos since 2019

31 Dec, 2024
-6.3700 0.000 0.4700 459.0m -49.9m 3 2024-09-30 31 Dec, 2024 2024-11-20 -13.6% 10.8% 49.7% View
-7.1400 0.000 0.5400 443.4m -55.9m 2 2024-06-30 31 Dec, 2024 2024-08-21 -13.2% 184% 107.1% View
-2.5200 0.000 0.6100 492.0m -19.7m 1 2024-03-31 31 Dec, 2024 2024-05-21 -4.1% 71.8% 28.8% View
31 Dec, 2023
-8.9200 0.000 0.6300 461.6m -69.8m 4 2023-12-31 31 Dec, 2023 2024-02-28 -14.2% 109.5% 29% View
-4.2600 0.000 0.7200 461.7m -33.3m 3 2023-09-30 31 Dec, 2023 2023-11-22 -5.9% 23.4% 0.9% View
-3.4500 0.000 0.7600 465.2m -27.0m 2 2023-06-30 31 Dec, 2023 2023-08-23 -4.5% 2.4% 414.4% View
-3.5300 0.000 0.7900 482.3m -27.7m 1 2023-03-31 31 Dec, 2023 2023-05-18 -4.5% 71.9% 8.9% View
31 Dec, 2022
-12.5700 0.000 0.8300 467.2m -98.4m 4 2022-12-31 31 Dec, 2022 2023-02-20 -15.1% 192.6% 20.1% View
-4.3000 0.000 0.9600 492.0m -33.6m 3 2022-09-30 31 Dec, 2022 2022-11-21 -4.5% 540.6% 23.4% View
-0.6700 0.000 1.0000 517.3m -5.3m 2 2022-06-30 31 Dec, 2022 2022-08-22 -0.7% 82.7% 95.7% View
-3.8800 0.000 1.0000 484.3m -30.4m 1 2022-03-31 31 Dec, 2022 2022-05-25 -3.9% 75.3% 35.1% View
31 Dec, 2021
-15.7400 0.000 1.0400 528.6m -123.2m 4 2021-12-31 31 Dec, 2021 2022-02-22 -15.1% 180.7% 47% View
-5.6100 0.000 1.2000 536.3m -43.9m 3 2021-09-30 31 Dec, 2021 2021-11-16 -4.7% 64% 491% View
-15.5700 0.000 1.2500 533.9m -121.8m 2 2021-06-30 31 Dec, 2021 2021-08-16 -12.5% 160.5% 540.6% View
-5.9800 0.000 1.4000 595.3m -46.8m 1 2021-03-31 31 Dec, 2021 2021-05-25 -4.3% 79.9% 5% View
31 Dec, 2020
-29.6800 0.000 1.4600 544.6m -232.3m 4 2020-12-31 31 Dec, 2020 2021-02-22 -20.3% 3028.4% 35.8% View
-0.9500 0.000 1.7600 623.0m -7.4m 3 2020-09-30 31 Dec, 2020 2020-11-24 -0.5% 61% 74.7% View
-2.4300 0.000 1.7700 606.1m -19.0m 2 2020-06-30 31 Dec, 2020 2020-08-25 -1.4% 61.4% 26% View
-6.2900 0.000 1.8000 558.5m -49.2m 1 2020-03-31 31 Dec, 2020 2020-06-15 -3.5% 71.2% 65.1% View
31 Dec, 2019
-21.8600 4.000 1.8500 559.6m -171.1m - 2019-12-31 31 Dec, 2019 2020-02-25 -11.8% 483.3% 1214.4% View
-3.7500 0.000 2.0800 550.0m -29.3m - 2019-09-30 31 Dec, 2019 2019-11-25 -1.8% 94.3% 77% View
-1.9300 0.000 2.1500 573.0m -15.1m - 2019-06-30 31 Dec, 2019 2019-08-20 -0.9% 89.3% 403.3% View
31 Mar, 2019
-18.0300 0.000 2.1900 594.7m -141.1m 4 2019-03-31 31 Mar, 2019 2019-05-21 -8.2% 983.9% 586.1% View
-1.6600 8.000 2.3700 581.2m -13.0m 3 2018-12-31 31 Mar, 2019 2019-02-27 -0.7% 21.4% 237.4% View
-2.1200 0.000 2.3900 588.7m -16.6m 2 2018-09-30 31 Mar, 2019 2018-11-21 -0.9% 432.9% 188% View

Posted by Good123 > 1 month ago | Report Abuse

Drb’s pos cost per syer: rm3.60, fell to 25sen now😜😅😂

Posted by Good123 > 1 month ago | Report Abuse

Anwar to save pos from crony madeykutty syed taik

Posted by Good123 > 1 month ago | Report Abuse

wait for khazanah to sapu syer pos pending go ahead approval from anwar

Posted by Good123 > 1 month ago | Report Abuse

Pos: a pollitical battle between bapak cronyism madeykutty & crony syed with anwar b4 anwar was put into jail dulu2

Posted by Good123 > 1 month ago | Report Abuse

Khazanah Nasional mungkin menswastakan Pos Malaysia dengan restu Perdana Menteri Anwar Ibrahim untuk meremajakan syarikat itu, meningkatkan kecekapan, dan menyelaraskan dengan matlamat transformasi ekonomi negara. Penswastaan boleh mengurangkan beban kewangan kerajaan, menarik pelaburan strategik, dan memastikan perkhidmatan yang lebih baik untuk rakyat. Langkah ini juga melindungi kepentingan negara, meningkatkan daya saing Pos Malaysia, dan menunjukkan komitmen kerajaan terhadap reformasi ekonomi dan tadbir urus yang baik.

Posted by Good123 > 1 month ago | Report Abuse

Di Pos Malaysia, kami percaya bahawa komunikasi adalah kunci kepada perkhidmatan cemerlang.
​
Kenali Nurul Nadia Binti Hamisran, yang memulakan perjalanan bersama Pos Malaysia bersama Khidmat Pelanggan pada 2013 sebelum berpindah ke Operasi. Melalui pengalaman berinteraksi dengan pelbagai kerenah pelanggan, beliau telah memupuk kemahiran komunikasi yang hebat.
​
Kami amat berbangga dengan Nurul Nadia yang sentiasa memastikan pelanggan mendapat pengalaman yang terbaik.
​
Nak tahu lebih lanjut tentang perjalanan transformasi Pos Malaysia? Terokai disini:
https://posmy-world.pos.com.my/
​
#PosMalaysia #SayaBersamaPosMalaysia

Posted by Good123 > 1 month ago | Report Abuse

Dari pekerja sambilan ke Pengurus Cawangan, perjalanan Nooraziane binti Hashim bersama Pos Malaysia mencerminkan ketabahan dan dedikasi sejati. Selama 18 tahun, beliau menyaksikan dan turut bersama dalam transformasi Pos Malaysia. Dari sistem manual ke digital yang lebih canggih!
​
Pos Malaysia amat bangga dengan pencapaian beliau, bukti bahawa setiap langkah kecil membawa perubahan besar. Terima kasih, Nooraziane kerana menjadi sebahagian daripada keluarga Pos Malaysia dan terus maju bersama kami!
​
Nak tahu lebih lanjut tentang perjalanan transformasi Pos Malaysia? Terokai disini:
https://posmy-world.pos.com.my/
​
#PosMalaysia #SayaBersamaPosMalaysia

Posted by Good123 > 1 month ago | Report Abuse

In conjunction with the World Day of Remembrance for Road Traffic Victims 2024 (WDoR 2024), observed annually on 17th November, Pos Malaysia’s Wira, En. Syafique from Cawangan Serahan Sg. Besi is ​ featured in this powerful safety awareness video created in collaboration with The Bloomberg Philanthropies Initiative for Global Road Safety (BIGRS) and ​ Jabatan Pengangkutan Jalan (JPJ). This film tells a moving story of this Pos Wira who survived a tragic road accident and served as a reminder to all about responsible driving and adhering to traffic rules to ensure everyone's safety.
​
The focus of this year’s remembrance is to raise awareness of the dangers of speeding and to emphasise the shared responsibility of reducing fatal road accidents. This alliance strengthens our #WeDeliverResponsibly safety initiative, reflecting Pos Malaysia’s unwavering commitment to road safety through impactful and meaningful efforts.
​
#PosMalaysia #JPJ #CorporatePartnership #RoadSafety #WeDeliverResponsibly #WDR2024 #SafetyFirst ​ #PanduCermatSampaiSelamat

Posted by Good123 > 1 month ago | Report Abuse

Meet Senthilwasan S/O Chellaraju, who has dedicated 25 years to Pos Malaysia, starting as a Constable Auxiliary Police and rising through the ranks to become an Inspector. Along the way, he has experienced transformation, change and leadership, making a lasting impact on the company.
​
With gratitude and pride, he continues to embrace new challenges, inspired by the relationships built and the shared vision for Pos Malaysia's future.
​
Want to learn more about Pos Malaysia's transformation journey? Explore here:
https://posmy-world.pos.com.my/
​
#PosMalaysia #ImWithPosMalaysia

Posted by Good123 > 1 month ago | Report Abuse

At Pos Malaysia, we believe in making life simpler.
​
From paying bills to picking up snacks, we’ve got everything you need, all in one place! 🛍️💸
​
Swing by your nearest outlet and experience the convenience we offer: bit.ly/48UVkTs

Posted by Good123 > 1 month ago | Report Abuse

Pos x Galado is back, and it's better than ever! 😎
​
It's various innovative phone case designs and fashionable accessories gives you the chance to redefine your phone's style while safeguarding it. ✨📱
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What are you waiting for? Get yours now: bit.ly/3UX9kae
​
#PosMalaysia #PosxGalado

Posted by Good123 > 1 month ago | Report Abuse

Kenali Siti Fatimah Mahayuddin, yang telah berkhidmat di Pos Malaysia selama 23 tahun. Sepanjang perjalanan ini, beliau telah menghadapi pelbagai cabaran dan sentiasa berusaha untuk memperbaiki mutu perkhidmatan.
​
Dengan prinsip "Gagal belajar bererti belajar untuk gagal" beliau terus maju dan menjadi inspirasi kepada semua. Kami bangga dengan dedikasi dan komitmen yang telah ditunjukkan dalam memperkukuh perkhidmatan Pos Malaysia.
​
Nak tahu lebih lanjut tentang perjalanan transformasi Pos Malaysia? Terokai disini:https://posmy-world.pos.com.my/
​
#PosMalaysia #SayaBersamaPosMalaysia

Posted by Good123 > 1 month ago | Report Abuse

The likelihood of *Pos Malaysia* being taken over like *Boustead Holdings* is supported by several factors:

1. **Government Ownership**: As a government-linked company, *Pos Malaysia* could face restructuring or takeover if it struggles financially, similar to *Boustead*'s situation when it was absorbed by LTAT.

2. **Financial Struggles**: *Pos Malaysia* has seen declining revenues, mainly due to decreased mail volumes and intense competition in logistics, making it vulnerable to acquisition or restructuring.

3. **Industry Shifts**: The rise of e-commerce and the digital transformation of the postal sector have put pressure on *Pos Malaysia*, leading to potential privatization or partnerships.

4. **Historical Precedents**: The Malaysian government has previously intervened to restructure companies facing financial difficulties, like *Boustead* and *Felda Global Ventures*.

5. **Strategic Vision**: The government's interest in improving key sectors could drive the restructuring of *Pos Malaysia* to align with national economic goals.

Given these factors, it’s plausible that *Pos Malaysia* could face a takeover or restructuring similar to *Boustead Holdings*.

Posted by Good123 > 1 month ago | Report Abuse

Kemungkinan *Pos Malaysia* diambil alih seperti *Boustead Holdings* disokong oleh beberapa faktor:

1. **Pemilikan Kerajaan**: Sebagai syarikat yang berkait dengan kerajaan, *Pos Malaysia* mungkin menghadapi penyusunan semula atau pengambilalihan jika ia menghadapi masalah kewangan, sama seperti situasi *Boustead* yang diserap oleh LTAT.

2. **Masalah Kewangan**: *Pos Malaysia* telah mengalami penurunan hasil, terutamanya disebabkan oleh penurunan jumlah surat dan persaingan sengit dalam sektor logistik, menjadikannya terdedah kepada pengambilalihan atau penyusunan semula.

3. **Perubahan Industri**: Kebangkitan e-dagang dan transformasi digital sektor pos memberi tekanan kepada *Pos Malaysia*, membuka kemungkinan untuk penswastaan atau perkongsian.

4. **Preseden Sejarah**: Kerajaan Malaysia pernah campur tangan untuk menyusun semula syarikat yang menghadapi kesukaran kewangan, seperti *Boustead* dan *Felda Global Ventures*.

5. **Visi Strategik**: Minat kerajaan dalam memperbaiki sektor-sektor utama mungkin mendorong penyusunan semula *Pos Malaysia* untuk menyelaraskan dengan matlamat ekonomi negara.

Berdasarkan faktor-faktor ini, adalah wajar untuk menganggap bahawa *Pos Malaysia* mungkin akan menghadapi pengambilalihan atau penyusunan semula seperti yang dialami oleh *Boustead Holdings*.

Posted by Good123 > 1 month ago | Report Abuse

Potential for Real Estate Monetization
Land and Building Sale/Leasing: The revaluation of land and buildings may also provide an opportunity for monetization of assets in the future. If Pos Malaysia is able to sell, lease, or redevelop its properties, this could unlock additional capital for reinvestment or debt reduction. Taking the company private could allow more flexibility in how it manages its property portfolio without public disclosure or pressure.
Conclusion
It could indeed be a good time for Pos Malaysia to consider privatization or delisting, particularly if the revaluation of its land and buildings reveals a significant increase in asset value. This would provide an opportunity to realize the value of its real estate assets that may be underappreciated in the public market. Moreover, privatization would offer flexibility for long-term restructuring and optimization of its operations without market pressure, which could be particularly important if Pos Malaysia is facing challenges in its core business segments.

Posted by ocbc > 1 month ago | Report Abuse

Retrenchment coming for sure for those underperformance employees. Its a not a goverment entity. Just cut those low performers include manager level lah.

Posted by Good123 > 1 month ago | Report Abuse

Kroni madeykutty; Syed Akan kena siasat Selepas kroni daim? Pinpoint why madey let POs Msia dilepaskan kpd drb Syed 😆

Posted by Good123 > 1 month ago | Report Abuse

Syed perlu swastakan POs secepat mungkin; barangkali disiasat macam daim

Posted by Good123 > 1 month ago | Report Abuse

Retrenchment at POS Malaysia boleh dibuat secara sah & besar-besaran sebab pos rugi sejak 2019, kegagalan madeykutty lepaskan pos kpd drb Syed 🤑🤑🤑

Posted by Good123 > 1 month ago | Report Abuse

Mungkin POS dijual balik kpd khazanah untuk membuktikan kegagalan kegagalan kronisme madeykutty dulu. Wait n see

Posted by Good123 > 1 month ago | Report Abuse

Drb Syed patut take pos msia private sebelum disiasat oleh macc macam fashionvalet😅

Posted by Good123 > 1 month ago | Report Abuse

As of now, there are no public reports indicating that Malaysian tycoon Tan Sri Syed Mokhtar Al-Bukhary is under investigation by the Malaysian Anti-Corruption Commission (MACC) or any other authority. While former Finance Minister Tun Daim Zainuddin faced legal scrutiny, including charges related to asset disclosure , no similar proceedings have been reported concerning Syed Mokhtar.

Syed Mokhtar holds significant business interests, notably through his majority stake in DRB-Hicom Bhd, which in turn owns a controlling share of Pos Malaysia Bhd . Pos Malaysia has experienced financial challenges in recent years, reporting losses over multiple financial periods. Despite these setbacks, there have been efforts to modernize and improve operational efficiency within the company .

In November 2022, Sharifah Sofia Syed Mokhtar Shah, Syed Mokhtar’s daughter, resigned from her position as a non-executive director of Pos Malaysia to pursue interests in emerging market investments . This move was part of a broader trend of corporate restructuring within the company.

While Pos Malaysia’s financial difficulties have been a topic of discussion, there is no publicly available information linking these challenges to any investigations involving Syed Mokhtar. The company’s efforts to address its financial performance are ongoing, and any developments in this area would likely be closely monitored by stakeholders and regulatory bodies.

In summary, there is no current evidence to suggest that Syed Mokhtar is facing investigations similar to those of Daim Zainuddin, nor is there any indication that Pos Malaysia’s situation would trigger such proceedings.

Posted by abc333 > 1 month ago | Report Abuse

Increment of salary will boost saga sales ,while pressure in the middle class will shift them from 150K++ car to x70/s70. but the reason to reload drb below 1 is not because of this , is about privatization next year. after share price hang below 1.2 for few months, , the unfair but reasonable privatization will take place. IPO bank muamalat will benefits retailers, but privatization best to the boss.

Posted by abc333 > 1 month ago | Report Abuse

MACD divergence , TR or RT?

Posted by abc333 > 1 month ago | Report Abuse

私有化之王说：你们不要给他过1.2，明年就可以2块私有化。过1.2我就不私有化了

Posted by Good123 > 1 month ago | Report Abuse

POS: Harga belian yg dibayar drb@RM3.60 kini 24-25sen🫢

Posted by Good123 > 1 month ago | Report Abuse

If DRB-HICOM were to take Pos Malaysia private via a share swap, the rationale could be justified by several professional and strategic reasons:

1. **Operational Synergies**: DRB-HICOM and Pos Malaysia could achieve significant operational synergies if combined under one entity. DRB-HICOM, a conglomerate with interests in automotive, logistics, and property development, might see opportunities to integrate Pos Malaysia's extensive network and logistics capabilities to improve efficiency across its divisions. For example, DRB-HICOM could potentially leverage Pos Malaysia’s existing infrastructure to streamline delivery and service capabilities, especially in the e-commerce and logistics sectors.

2. **Cost Savings and Efficiency**: By taking Pos Malaysia private, DRB-HICOM would have greater flexibility to implement cost-cutting measures, restructure operations, and improve profitability without the pressures of quarterly financial reporting to shareholders. This move would also allow for a more long-term strategic focus, potentially transforming Pos Malaysia’s business model to adapt to changes in the postal industry, including the decline of traditional mail and the rise of e-commerce-driven logistics.

3. **Market Value Considerations**: Pos Malaysia’s current market value may not fully reflect its potential, especially considering the challenges it faces, such as declining mail volumes and competition in the logistics industry. A private deal, especially a share swap, could allow DRB-HICOM to acquire Pos Malaysia at a more attractive valuation, aligning the company's long-term strategy with market realities. Additionally, the share swap structure could be used to mitigate cash outflow concerns for DRB-HICOM.

4. **Strategic Realignment**: DRB-HICOM may seek to realign its portfolio of businesses for future growth. By integrating Pos Malaysia, DRB-HICOM could create a more diversified business model, particularly by expanding into logistics, an area of growing importance in the digital age. A private structure would provide DRB-HICOM with more control over how Pos Malaysia is developed and would allow for quicker decision-making in terms of investment and innovation.

5. **Shareholder Alignment and Incentives**: In a share swap arrangement, existing shareholders of Pos Malaysia would exchange their shares for DRB-HICOM shares. This can be attractive if DRB-HICOM's shares are seen as more stable or have a higher growth potential. This incentivizes the shareholders of Pos Malaysia to support the deal, as they would benefit from the future upside of DRB-HICOM's broader business.

6. **Regulatory and Control Advantages**: Taking Pos Malaysia private could allow DRB-HICOM to address any regulatory or governance concerns without the scrutiny of public shareholders. This would enable DRB-HICOM to have greater flexibility in decision-making and to implement strategies that might not align with the short-term interests of public investors.

In conclusion, a share swap arrangement where DRB-HICOM takes Pos Malaysia private would be a strategic move aimed at realizing operational efficiencies, improving cost structures, leveraging synergies, and ensuring long-term growth. It would also allow for better alignment between the companies, benefiting from a more integrated and streamlined approach to business operations.

Posted by Good123 > 1 month ago | Report Abuse

Privatisasi Pos Malaysia melalui pertukaran saham dengan DRB-HICOM didorong oleh beberapa faktor strategik:
1. Fleksibiliti Operasi:
Privatisasi membolehkan Pos Malaysia melaksanakan pelan penstrukturan semula dan pemodenan tanpa tekanan segera daripada pemantauan pasaran awam. Pendekatan ini serupa dengan strategi LTAT yang memprivatisasikan Boustead Holdings, yang memberi tumpuan kepada transformasi jangka panjang.
2. Prestasi Kewangan:
Pos Malaysia telah mencatatkan kerugian kewangan berturut-turut, termasuk kerugian bersih sebanyak RM178.79 juta dalam tempoh 12 bulan terkini. Beroperasi sebagai entiti swasta boleh memudahkan pengurusan kos yang lebih berkesan dan pengagihan sumber, yang penting untuk kembali kepada keuntungan.
3. Pemonetisan Aset:
Pos Malaysia merancang untuk memanfaatkan ruang runcit dan gudang di seluruh negara bagi meningkatkan hasil per kaki persegi dan mencapai titik pulang modal. Privatisasi dapat mempercepatkan usaha ini, membolehkan keputusan dibuat dengan lebih pantas dalam penggunaan aset.
4. Penyelarasan Strategik:
Peningkatan pegangan saham DRB-HICOM dalam Pos Malaysia, termasuk suntikan aset logistik seperti KL Airport Services Sdn Bhd, menunjukkan langkah strategik untuk menyatukan dan meningkatkan perkhidmatan logistik serta pos. Privatisasi dapat menyelaraskan lagi operasi Pos Malaysia dengan objektif perniagaan DRB-HICOM yang lebih luas.

Kesimpulannya, privatisasi Pos Malaysia melalui pertukaran saham dengan DRB-HICOM bertujuan untuk memungkinkan penstrukturan semula yang menyeluruh, memperbaiki kedudukan kewangan, dan menyelaraskan inisiatif strategik tanpa kekangan jangkaan pasaran awam.

Posted by Good123 > 1 month ago | Report Abuse

Syed will save pos before he dies like Ananda krishna

Posted by Good123 > 1 month ago | Report Abuse

KUALA LUMPUR: Tycoon Tan Sri Halim Saad in a statement today said he has been cleared by the Malaysian Anti-Corruption Commission (MACC) of a probe into alleged misappropriation of RM2.3 billion in the acquisition of a listed company's shares by a Malaysian conglomerate 26 years ago, and is now cooperating as a witness.

In a shortly worded statement, he said he received an official clearance letter from the anti-graft agency on Dec 4 last year.

He said his statement was in response to inquiries on the investigations initiated by MACC which involved political figures from the 1990s.

"This letter confirms that there is no evidence of any wrongdoing on my part in relation to the investigation," he said.

Halim said he remains committed to cooperate fully as a witness with authorities, as they continue the investigations.

Halim was addressing questions regarding the investigation launched by the MACC in May 2023, which involved political figures from the 1990s.

Posted by Good123 > 1 month ago | Report Abuse

DRB-HICOM, sebuah konglomerat utama di Malaysia, terlibat dalam pelbagai sektor, termasuk automotif, pembangunan hartanah, dan logistik. Terdapat perbincangan mengenai kemungkinan penswastaan Pos Malaysia, penyedia perkhidmatan pos utama di Malaysia, oleh DRB-HICOM. DRB-HICOM kini memiliki pegangan yang signifikan dalam Pos Malaysia, dan langkah ini mungkin dilihat sebagai cara untuk mengonsolidasikan kawalan ke atas syarikat tersebut.

Motivasi di sebalik kemungkinan penswastaan ini kemungkinan besar adalah untuk meningkatkan harga saham DRB-HICOM sendiri atas beberapa sebab:

1. Penyelarasan Operasi dan Fokus:
Penswastaan Pos Malaysia boleh membolehkan DRB-HICOM memberi tumpuan lebih kepada perniagaan teras mereka, menghapuskan kerumitan menguruskan syarikat yang disenaraikan dengan set keutamaan dan kepentingan pemegang saham yang berbeza.
DRB-HICOM boleh melaksanakan perubahan strategik atau penstrukturan semula tanpa tekanan pengawasan awam dan halangan peraturan yang dikaitkan dengan syarikat yang disenaraikan.
2. Kawalan Ke Atas Aset Utama:
Dengan menswastakan Pos Malaysia, DRB-HICOM akan mendapat kawalan sepenuhnya ke atas operasinya. Pos Malaysia telah menghadapi cabaran berikutan digitalisasi dan penurunan jumlah surat tradisional, yang mungkin memerlukan penstrukturan semula atau pelaburan yang besar. Sebagai syarikat swasta, DRB-HICOM boleh membuat keputusan ini tanpa perlu risau tentang reaksi pasaran.
Syarikat ini boleh menggunakan rangkaian dan infrastruktur Pos Malaysia untuk meningkatkan keupayaan logistik atau e-dagangnya, mencipta lebih banyak nilai daripada pengambilalihan tersebut.
3. Membuka Nilai Daripada Aset:
Pos Malaysia memegang nilai yang signifikan dalam infrastruktur fizikal, rangkaian logistik, dan pejabat posnya, terutamanya dengan pertumbuhan e-dagang di Malaysia. DRB-HICOM boleh membuka lebih banyak sinergi dengan mengintegrasikan operasi Pos Malaysia ke dalam unit perniagaan lain.
Penswastaan ini boleh dilihat sebagai cara untuk mengeluarkan nilai jangka panjang daripada Pos Malaysia, yang mungkin tidak dapat direalisasikan sepenuhnya sebagai syarikat yang disenaraikan kerana ketidakstabilan pasaran.
4. Meningkatkan Keyakinan Pelabur:
Harga saham DRB-HICOM mungkin mendapat manfaat daripada penswastaan Pos Malaysia, terutamanya jika pasaran percaya bahawa aset syarikat itu boleh diurus dengan lebih baik secara swasta. Langkah ini boleh dilihat sebagai cara untuk meningkatkan keuntungan dan kecekapan syarikat, terutamanya jika ia membawa kepada struktur yang lebih cekap dan prestasi kewangan yang lebih baik.
Jika Pos Malaysia telah mengalami prestasi yang kurang baik atau nilai pasarnya lebih rendah daripada nilai strategiknya, pelabur mungkin memberi reaksi positif terhadap kemungkinan penciptaan nilai yang lebih besar melalui penswastaan.
5. Meningkatkan Fleksibiliti Kewangan:
Penswastaan akan membolehkan DRB-HICOM meningkatkan fleksibiliti kewangannya dengan mengurangkan beban jangkaan keuntungan suku tahunan, yang boleh membantu mereka membuat pelaburan atau penstrukturan semula jangka panjang yang mungkin memberi manfaat kepada syarikat dalam jangka masa panjang.
Pos Malaysia yang dimiliki secara swasta boleh beroperasi dengan pendekatan strategik jangka panjang, terutamanya dalam bidang seperti transformasi digital atau inovasi perkhidmatan, tanpa tekanan jangka pendek yang datang dengan menjadi syarikat yang disenaraikan.
6. Keadaan Pasaran Pos Malaysia:
Harga saham Pos Malaysia telah menghadapi cabaran dalam beberapa tahun kebelakangan ini, sebahagiannya disebabkan oleh penurunan dalam perkhidmatan pos tradisional dan persaingan daripada platform digital dan perkhidmatan kurier. Penswastaan boleh membantu DRB-HICOM memanfaatkan peluang untuk menyegarkan Pos Malaysia tanpa perlu risau tentang ketidakpuasan hati pemegang saham yang berkaitan dengan kerugian jangka pendek.
Kesimpulannya, DRB-HICOM mungkin mempertimbangkan penswastaan Pos Malaysia untuk mengukuhkan kawalan mereka ke atas syarikat itu, menyelaraskan operasi, meningkatkan keuntungan jangka panjang, dan membuka nilai yang mungkin tidak dapat dicapai sepenuhnya selagi syarikat itu disenaraikan. Langkah ini berpotensi memberi impak positif terhadap harga saham DRB-HICOM, meningkatkan keyakinan pelabur terhadap syarikat tersebut.

Posted by Good123 > 1 month ago | Report Abuse

Pos Malaysia's current market share price may be undervalued compared to its true worth for several reasons:

1. **Valuable Assets**: The company owns significant real estate and infrastructure, including a nationwide network of post offices and logistics facilities, which may not be fully reflected in the stock price.

2. **E-commerce Potential**: As e-commerce grows, Pos Malaysia stands to benefit from its expanding logistics capabilities and partnerships with e-commerce platforms, which could drive future growth.

3. **Brand Value**: Pos Malaysia has a trusted and established brand with a broad customer base, providing a steady revenue stream not fully appreciated by the market.

4. **Digital Transformation**: Ongoing investments in digital technologies could improve efficiency and profitability, increasing its value in the long term.

5. **Diversified Services**: The company also offers financial services, which could contribute significantly to future growth.

6. **Strategic Value**: Pos Malaysia's assets make it an attractive target for acquisition or partnerships, which could increase its market value.

7. **Market Sentiment**: Temporary challenges may be affecting the stock price, but Pos Malaysia’s long-term potential could lead to a market correction.

In summary, Pos Malaysia’s undervaluation is likely due to market focus on short-term issues, while its long-term assets, e-commerce potential, and digital transformation suggest higher future value.

Posted by matt88 > 1 month ago | Report Abuse

Pos likely to be in PN17 soon.

Posted by Good123 > 1 month ago | Report Abuse

Jika DRB-HICOM membeli Pos Malaysia pada harga RM3.60 sesaham, mereka mungkin mengharapkan pulangan pelaburan melalui peningkatan strategik. Untuk memastikan pemulihan dan pertumbuhan nilai syarikat, DRB perlu mempertimbangkan pelan-pelan berikut:

1. Pembaikan Operasi Strategik
Pengurangan Kos & Kecekapan: Menyelaraskan operasi dengan mengoptimumkan logistik, mengurangkan pembaziran, dan meningkatkan proses penghantaran. Ini boleh melibatkan peningkatan infrastruktur, penggunaan automasi, dan peningkatan kecekapan laluan untuk mengurangkan kos.
Rasionalisasi Aset Fizikal: Menjual atau menyewa aset yang tidak menguntungkan atau bukan teras, seperti hartanah yang berlebihan atau peralatan yang usang, untuk memberi tumpuan kepada bidang yang lebih menguntungkan.
Integrasi Teknologi: Melabur dalam platform digital untuk meningkatkan penjejakan bungkusan, sistem pembayaran, dan komunikasi pelanggan bagi menawarkan pengalaman yang lebih lancar kepada pengguna.
2. Fokus kepada E-Dagang dan Logistik
Memperluas Rangkaian Penghantaran E-Dagang: Memandangkan peningkatan pesat e-dagang, DRB perlu memberi tumpuan kepada memperbaiki perkhidmatan penghantaran bungkusan Pos Malaysia, menawarkan penyelesaian khusus (contohnya, penghantaran keesokan hari atau perkhidmatan khusus untuk perniagaan kecil).
Penyelesaian Penghantaran Baharu: Melabur dalam penyelesaian penghantaran yang inovatif, seperti pengangkutan menggunakan dron atau kenderaan elektrik, untuk membezakan Pos Malaysia di pasaran logistik yang kompetitif.
3. Diversifikasi Perkhidmatan
Pengembangan Perkhidmatan Kewangan & Digital: Selain perkhidmatan pos tradisional, DRB boleh mendorong diversifikasi ke dalam perkhidmatan kewangan digital (e-dompet, pembayaran bil) dan perkhidmatan ber-margin tinggi seperti insurans atau pembayaran rentas sempadan.
Data dan Pandangan: Memanfaatkan analisis data untuk mengoptimumkan operasi penghantaran dan meramalkan keperluan pelanggan, dengan itu menawarkan perkhidmatan yang diperibadikan atau pemasaran yang lebih disasarkan.
4. Pengembangan Serantau
Penembusan Pasaran ASEAN: Menyiasat peluang untuk memperluas jejak Pos Malaysia ke negara-negara ASEAN yang berdekatan, menyasarkan pasaran logistik dan e-dagang yang berkembang di rantau ini.
Logistik E-Dagang Rentas Sempadan: Memperkuat penyelesaian logistik rentas sempadan untuk memenuhi peningkatan perdagangan antarabangsa, terutamanya dengan pemain e-dagang.
5. Inisiatif Kelestarian
Logistik Hijau: Melabur dalam kenderaan elektrik dan penyelesaian pembungkusan mesra alam untuk mengurangkan jejak karbon dan menarik pengguna yang prihatin terhadap alam sekitar.
Program Tanggungjawab Sosial Korporat (CSR): Terlibat dalam aktiviti tanggungjawab sosial korporat yang sejajar dengan kesejahteraan komuniti, menguatkan imej jenama.
6. Pemodenan Jenama & Pemasaran
Pengubahsuaian Jenama: DRB-HICOM perlu memberi tumpuan kepada memodenkan jenama Pos Malaysia, mencerminkan arah baru yang lebih berorientasikan teknologi.
Kempen Pemasaran yang Disasarkan: Melancarkan inisiatif pemasaran yang disasarkan kepada pengguna muda dan celik teknologi, mempromosikan kemudahan dan kebolehpercayaan perkhidmatan mereka.
7. Perubahan Kepimpinan & Budaya
Perubahan Eksekutif dan Kepimpinan: Menetapkan pasukan kepimpinan baharu dengan pengalaman dalam transformasi digital, e-dagang, dan strategi berfokuskan pelanggan untuk memandu perubahan.
Latihan dan Penglibatan Pekerja: Melabur dalam peningkatan kemahiran pekerja untuk menangani teknologi baharu dan meningkatkan penyampaian perkhidmatan. Morale pekerja yang positif dan produktiviti perlu menjadi objektif utama.
8. Perkongsian & Kerjasama
Perkongsian Teknologi: DRB boleh bekerjasama dengan syarikat teknologi untuk meningkatkan integrasi penyelesaian digital, seperti AI, awan, dan blockchain, untuk meningkatkan kecekapan operasi dan penglibatan pelanggan.
Kerjasama dengan Raksasa E-Dagang: Memperkukuh perkongsian dengan platform e-dagang (seperti Lazada, Shopee, dll.) untuk mendapatkan kontrak penghantaran bungkusan yang lebih tinggi.
Dengan memberi tumpuan kepada bidang-bidang ini, DRB-HICOM boleh membuka aliran pendapatan baru, meningkatkan kecekapan, dan meletakkan Pos Malaysia untuk masa depan yang berjaya dan mampan. Dengan pelan-pelan ini, DRB mempunyai asas yang kukuh untuk mencapai pulangan pelaburan mereka dan memenuhi matlamat perniagaan jangka panjang.

Posted by Good123 > 1 month ago | Report Abuse

While Pos Malaysia has faced financial challenges, it is not currently a PN17 company. Whether it could become one depends on its ability to address these challenges, especially its profitability and debt management. If it is unable to innovate or adapt to the changing logistics and e-commerce landscape, the risk of financial distress could increase. However, with a solid strategic turnaround, particularly leveraging the growth in e-commerce and digital services, Pos Malaysia could avoid PN17 status.

@matt88

Pos likely to be in PN17 soon.

17 hours ago

Posted by Good123 > 1 month ago | Report Abuse

DRB Car sales pun kantoi.... BYD with sime darby, Tesla sendiri punya, dll

Posted by Good123 > 1 month ago | Report Abuse

drb honda proton perlu compete with banyak brand baru kini seperti chery, GWC, byd, tesla, macam2

Posted by matt88 > 1 month ago | Report Abuse

i managed to sell all at 1.07 2 days ago. thinking of buying back below 1.

Posted by Good123 > 1 month ago | Report Abuse

Pos not privatised washing dirty laundry in the public eyes; drb surely bad 😜

Posted by Good123 > 1 month ago | Report Abuse

Sell or privatized....pos rugi..drb hicom rugi...need mgt change

Posted by Good123 > 1 month ago | Report Abuse

why GLC will never ever make good profit?? u have all those good resources...big cable connection still making shit damn...speechless bolehland

Posted by Good123 > 1 month ago | Report Abuse

Privatise pos (ugly to let the public see) then problem will be solve.. Apa susah aduii..

Bank sales up.. Aerospace pun up.. Automatic sector expected to be up when launch proton first EV car ( E Mas)

Pls hear our 2 cents of opinion la crony tycoon oh tycoon.. Haha

Posted by Good123 > 1 month ago | Report Abuse

DRB-HICOM became the largest shareholder of Pos Malaysia in April 2011 by acquiring a 32.21% stake from Khazanah Nasional Berhad for RM622.79 million, equivalent to RM3.60 per share.  This stake increased to 53.5% in September 2016 after DRB-HICOM injected its logistics assets into Pos Malaysia.

Posted by Good123 > 1 month ago | Report Abuse

2024-12-05
Insider
EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) disposed 1,000,000 shares on 02-Dec-2024.

2024-12-05
Insider
EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) disposed 120,600 shares on 02-Dec-2024.

Posted by Good123 > 1 month ago | Report Abuse

Pemberhentian untuk Pos Malaysia adalah Penting, Kenapa?

Pos Malaysia, penyedia perkhidmatan pos nasional, menghadapi cabaran besar dalam beberapa tahun kebelakangan ini, termasuk penurunan jumlah surat akibat pendigitalan, persaingan yang meningkat dalam sektor logistik, dan kerugian kewangan. Faktor-faktor ini memerlukan penstrukturan semula organisasi, termasuk pemberhentian, untuk memastikan kelestarian syarikat.

Penurunan Jumlah Surat

Peningkatan penggunaan komunikasi digital telah menyebabkan penurunan ketara dalam penggunaan surat tradisional, yang secara langsung menjejaskan sumber pendapatan utama Pos Malaysia. Penurunan ini memerlukan penilaian semula kapasiti operasi dan keperluan tenaga kerja.

Persaingan yang Meningkat

Industri logistik dan kurier di Malaysia semakin kompetitif, dengan banyak pemain tempatan dan antarabangsa. Pos Malaysia perlu merampingkan operasi dan mengurangkan kos untuk kekal berdaya saing, yang mungkin melibatkan pengurangan tenaga kerja.

Prestasi Kewangan

Kerugian kewangan yang berterusan memaksa Pos Malaysia melaksanakan langkah penjimatan kos, termasuk pemberhentian, untuk menstabilkan kedudukan kewangan dan terus menyediakan perkhidmatan penting.

Pertimbangan Undang-Undang di Malaysia

Di Malaysia, pemberhentian pekerja dikawal oleh Akta Kerja 1955 dan Akta Perhubungan Perusahaan 1967. Majikan perlu memastikan pemberhentian dilakukan dengan niat yang baik, alasan yang sah, dan mematuhi keperluan undang-undang, seperti memberikan notis yang mencukupi dan pampasan yang adil kepada pekerja yang terlibat. (chambers.com)

Sebagai kesimpulan, pemberhentian di Pos Malaysia dianggap penting akibat penurunan jumlah surat, persaingan yang meningkat, dan cabaran kewangan. Langkah-langkah ini bertujuan untuk menstruktur semula organisasi bagi kelestarian jangka panjang sambil mematuhi kerangka undang-undang Malaysia untuk amalan pemberhentian yang adil.

Posted by Good123 > 1 month ago | Report Abuse

Retrenchment in pos anytime to save both pos & drb; 6 tahun rugi; ceo mat salleh joined 2021; cun2 4 tahun; tahun ke5; retrenchment; the only option left; semua mati or save partially$$$

Posted by Good123 > 1 month ago | Report Abuse

In Malaysia, employers like Pos Malaysia have the prerogative to restructure their operations, which may include retrenchment (layoffs) due to genuine business needs such as financial constraints or technological changes. However, this right is balanced by legal obligations to ensure fairness and transparency, especially concerning employees and their unions.

Legal Framework and Union Consultation

The Code of Conduct for Industrial Harmony emphasizes the importance of early consultation with employees’ representatives or trade unions before implementing retrenchment. Employers are advised to discuss the reasons for retrenchment and explore measures to minimize workforce reductions. 

While the Code serves as a guideline and lacks the force of law, non-compliance can influence the Industrial Court’s assessment of the retrenchment’s fairness. Therefore, engaging with unions is a critical step in the process.

Employer’s Prerogative and Good Faith

Employers have the right to reorganize their business, including making positions redundant. However, this must be executed in good faith and not as a pretext for dismissing specific employees without valid reasons. The Industrial Court scrutinizes retrenchments to ensure they are justified and conducted properly. 

Union’s Role and Acceptance

Unions play a vital role in representing employees’ interests during retrenchment exercises. They are expected to engage in consultations with the employer to negotiate terms and explore alternatives to minimize job losses. While unions can challenge unjust retrenchments, they must also recognize the employer’s right to restructure for legitimate business reasons.

Conclusion

In summary, while Pos Malaysia has the authority to implement retrenchment due to genuine business needs, it is legally obligated to consult with unions and handle the process transparently and fairly. Unions must engage constructively in this process, balancing the protection of employees’ rights with the recognition of the employer’s prerogative to manage its business effectively.

Posted by Good123 > 1 month ago | Report Abuse

If pemberhentian kerja is the satu-satunya pilihan yang tinggal, it suggests that Pos Malaysia might be facing severe financial or operational challenges, leaving no other viable alternatives. Here’s how this situation might be addressed:

Keadaan Satu-satunya Pilihan: Pemberhentian Kerja

Apabila pemberhentian kerja menjadi satu-satunya pilihan yang tinggal, ia biasanya berlaku apabila langkah-langkah lain seperti penjimatan kos, pengurangan gaji, atau penstrukturan semula tidak lagi mencukupi untuk memastikan kelangsungan syarikat. Dalam situasi ini:
1. Kewajiban Majikan:
• Memastikan pemberhentian kerja dilaksanakan secara adil, dengan mengikuti Kod Amalan untuk Keharmonian Perindustrian dan undang-undang buruh.
• Memberikan pampasan sewajarnya kepada pekerja yang terlibat, termasuk faedah pemberhentian (severance benefits).
2. Peranan Kesatuan Sekerja:
• Memastikan Hak Pekerja Terjamin: Kesatuan perlu memastikan bahawa semua proses dijalankan dengan betul, termasuk pampasan dan peluang penempatan semula.
• Bekerjasama Dengan Majikan: Kesatuan boleh membantu dalam mencari penyelesaian seperti pemotongan kos alternatif atau penempatan pekerja ke bahagian lain dalam syarikat.
3. Menghadapi Realiti:
• Dalam situasi ekonomi yang sukar, kadang-kadang kesatuan dan pekerja perlu menerima hakikat bahawa pemberhentian kerja mungkin tidak dapat dielakkan untuk menyelamatkan syarikat.

Kesimpulan

Jika pemberhentian kerja adalah satu-satunya pilihan yang tinggal, baik majikan mahupun kesatuan sekerja perlu bekerjasama untuk memastikan proses ini dijalankan dengan adil, telus, dan memberi sokongan kepada pekerja yang terjejas. Kesatuan perlu menerima keputusan ini sekiranya ia jelas merupakan langkah terakhir untuk menyelamatkan syarikat dan mengekalkan pekerja lain.