Posted by Stevecheahsw > 2020-05-21 19:50 | Report Abuse

the aviation part already resumed mid of may.

Posted by abc333 > 2020-05-21 20:33 | Report Abuse

really? than QR in August sure big profit. C36, C45 mature end of August. hm...

Posted by newbie9893 > 2020-05-21 20:45 | Report Abuse

Sure gap up open tomorrow

Posted by newbie9893 > 2020-05-21 22:24 | Report Abuse

UMNO counters will be next theme to play...sapu as much as you can tomolo morning for angpow raya

Posted by newbie9893 > 2020-05-21 22:25 | Report Abuse

kub, fgv, pos, mrcb, uems, drbhicom, mmc....

Posted by Stevecheahsw > 2020-05-21 23:27 | Report Abuse

one more is media

Posted by stncws > 2020-05-22 00:19 | Report Abuse

TP Rm1.50

Posted by Stock Wizard ( no sell no loss ) > 2020-05-22 09:16 | Report Abuse

business almost as normal + increase sales = pre covid 19 level 1.5 + 10% = TP 1.65

Posted by JayC88 > 2020-05-22 09:18 | Report Abuse

Thank you oldchinaman for your buy call C47!!!

Posted by abc333 > 2020-05-22 09:30 | Report Abuse

C36 is cheaper than C45 now with lower ex price

Posted by candytan91 > 2020-05-22 10:00 | Report Abuse

So that your advice is buy mother or buy son C36? C36 don move since morning.

Posted by oldchinaman > 2020-05-22 10:03 | Report Abuse

JayC88 Thank you oldchinaman for your buy call C47!!!

GOOD LUCK !!!

Posted by abc333 > 2020-05-22 10:04 | Report Abuse

pos is lag if compare to Gdex.
candy , depend your risk management. C36 very high risk.
high risk high return. made your own decision.

Posted by funkyway > 2020-05-22 10:04 | Report Abuse

wow! ok just bought pos 1.20! lets go all the way!

Posted by iFag > 2020-05-22 10:09 | Report Abuse

= = yesterday 1.04 dont want to buy, 1,20 buy

Posted by xterrorsinx > 2020-05-22 10:10 | Report Abuse

Thanks Oldchinaman!

Posted by abc333 > 2020-05-22 10:22 | Report Abuse

long holiday, beware of profit taking. anyhow after Raya, TP 1.4

Posted by MichelleNg > 2020-05-22 10:25 | Report Abuse

My TP is RM2 RM3 RM5

Posted by newbie9893 > 2020-05-22 10:27 | Report Abuse

I already cast out for angpau hari raya..sui sui

Posted by Duckvader118 > 2020-05-22 10:29 | Report Abuse

Anytime to hit strike price C47... Vroom2

Posted by labu83 > 2020-05-22 11:30 | Report Abuse

C 47 done 8 cent, next week 12 cent, come pos,
Pos drb fgv mmc, 1 geng give u money

Posted by labu83 > 2020-05-22 11:31 | Report Abuse

Buy c47 1.5 cent now 7,8 cent OK lor,

Posted by iFag > 2020-05-22 12:14 | Report Abuse

Going back down, profit taking

Posted by abc333 > 2020-05-22 13:07 | Report Abuse

see how the QR first, if QR not so bad, all the cw will greater than 0.10. If you not afraid to get burn, just accumulate the cw, no matter what number is it. DRBC97. YTLc30 is another cw worth to monitor.

Posted by profitgrow > 2020-05-22 17:30 | Report Abuse

Funkyway you ok? Haha

Posted by JayC88 > 2020-05-22 19:30 | Report Abuse

https://www.nst.com.my/news/nation/2020/05/594704/upus-sets-record-straight-over-no-bonus-rumours

Posted by xterrorsinx > 2020-05-22 20:04 | Report Abuse

profitgrow after i scroll up.. hahahahaha.

Posted by MoneyHeist > 2020-05-22 22:44 | Report Abuse

It is normal up and down. Dont worry Pos will comeback stronger after this! Here we go. Stay safe everyone

Posted by Mabel > 2020-05-22 23:46 | Report Abuse

Minggu ini Bursa cukup cantik
Banyak sahabat sahabat riang gembira
Cuma masih terkilan POS belum naik
Saya yakin dia akan naik lepas raya..

Selamat Hari Raya Semua!

Meow Meow Meow

Posted by xterrorsinx > 2020-05-23 07:10 | Report Abuse

LONG POST WARNING

Before i take a break into Raya, let's do a mini forecast of POS' March 2020 profit.
There have been quite a few catalysts to why I looked into POS again recently.
1) 30% drop in fuel costs
2) increase in rates
3) 30% drop in interest rates
4) 100% Increase in demand from courier segment

In March 2019 POS posted a loss before tax of RM 133.7m. What would the numbers look like in this quarter?
POS Segmental Sales March 2019
Postal 189m
Courier 197m
International 39.5m
Logistics 73m
Aviation 65m
Others 29.7m

Pos Segmental Sales 2020 (Forecast)
Postal 300m (58% increase): 189m x (117%/2+100%)
Courier 395m (100% increase): 197.6m x 2
International 20m (50% Drop)
Logistics 37m (50% Drop)
Aviation 34m (50% Drop)
Others 14m (50% Drop)

Justification

Postal: 117% in stamp rate increased in mid March
Courier: 100% increase in demand. Altho there is a 30% increase in international postal services rate under 2kg, i expect it was to offset the cost POS has to pay Universal Postal Union (UPU). So we only factored in the demand increase.

So March 2020 Forecast revenue: 300 + 395 + 20 + 37 + 34 + 14 = 801m (34.78% or 206m +)
Hiring Costs: 600 staff x RM 2,000 x 3 months = 3.6m

March 2020 Forecast NPBT = -133m (PBT Mar 2019) - 3.6m + 206m = 69.4m

The effects for fuel savings and interest savings will only be felt in June 2020.

June 2020 Further Fuel savings: 579m x 20% x (30% fuel savings) = 43.5m
Interest Savings = finance cost 11,066,000 x 30% = 3.3m

Assumptions
Fuel Cost = 20% of total Expenses
Interest rate drop from 3% - 2% translates into 30% savings for POS via finance cost

Brighter Days ahead:
Resumption of International, Logistics, Aviation, and Others to 100% after May MCO. These three segments have been growing steadily.
Logistics YoY Growth Mar 19 to Dec 19 : -32% / 0.64% / -5.66% / 11.31 %
Aviation YoY Growth Mar 19 to Dec 19 : -9.26% / -15.12% / -13.03% / 0.49%
Others YoY Growth Marc 19 to Dec 19: 4.57% / -1.92% / -13.76% / 60.93%

POS Comment on Logistics (AR 2019): We are optimistic with Pos Logistics’ outlook for the coming year. For the automotive industry, Proton has revived its collaboration with Geely by introducing the X70 SUV. Since its release, the sales volume for the first two (2) months of 2019 experienced a 42% growth. As a vendor for transportation and warehousing, Pos Logistics will benefit directly from the increase in production volume.

POS Comment on Aviation (AR 2019): Pos Aviation is the only licensed independent ground handler in Malaysia. In FY2019, Pos Aviation achieved a 55% market share of foreign
airlines in KLIA, handling 7 of the top 10 airlines in the world. This is due to the successful securement of 3 new airlines, namely Royal Brunei, PT Citylink and Condor, which take up 52% of the warehouse space in KLIA Air Cargo Terminal 1 (KACT1). Pos Aviation remains optimistic moving forward as air traffic between emerging countries is expected to grow at 6.4% per annum, and will represent a growing share of world air traffic from 25% in 2018 up to 40% in 2036.

POS Comment on Others (Dec 2019 QR): Other segments which consist of printing and insertion, digital certificates and Ar Rahnu, generated an increase in revenue by RM9.3 million (60.93% increase!!) mainly due to higher revenue from printing and insertion business.

Therefore June Profit will be incredible with: Interest savings, Fuel Savings, recovery in International, Logistics, Aviation and Other Segments. We are looking at 43.5m (Fuel) + 3.3m (Interest) + 20m (International) + 37m (Logistics) + 34m (Aviation) + 14m (Others) = 151.8m increase in PBT per quarter if these effects were not factored in the March quarter.

I may be wrong, but all stars are aligned for POS!

Posted by xterrorsinx > 2020-05-23 07:19 | Report Abuse

The last time POS was making RM 30 million was at RM 3.60... We'll all be laughing our way to the bank.. Especially POS-C47 Holders.. RAise your hands!

Posted by JackyNg > 2020-05-23 10:56 | Report Abuse

Hopefully Pos result would be good. Otherwise my Pos-C47 would be dip into bottom. lol

Posted by xterrorsinx > 2020-05-23 12:01 | Report Abuse

I was buying at 0.025 till 0.075 jacky, if pos rm 1.8 you huat liao.

Posted by abc333 > 2020-05-23 12:01 | Report Abuse

postal tariff hike effective on 1st of Feb. courier not 100% increased but 150% at least. anyhow this wont help much in the coming QR. The profit from courier will reflected in August QR, it surely record a huge profit , probably 30M as Mr.xterrorsinx predict. just imagine if EPS back to 3,
pos 3.6 not a dream.

Posted by abc333 > 2020-05-23 12:59 | Report Abuse

Gdex PE 90+.

Posted by abc333 > 2020-05-23 18:02 | Report Abuse

KUALA LUMPUR, May 23 — Consumer behaviour has possibly changed due to the Covid-19 pandemic, making the new normal permanent — something retailers need to prepare for to help the economy recover.

Finance Minister Tengku Datuk Seri Zafrul Abdul Aziz said his ministry has seen online sales of fast-moving consumer goods growing by 40 per cent due to the pandemic.

Posted by stevecheah300 > 2020-05-24 20:00 | Report Abuse

Coming qtr results still red. But is a good time in

Posted by JayC88 > 2020-05-24 20:08 | Report Abuse

i agree. the slight retracement on Friday is a good opportunity. the QR in Aug will be the one worth waiting for.

Posted by xterrorsinx > 2020-05-27 09:35 | Report Abuse

Gdex people you're welcome to join POS :)

Posted by JackyNg > 2020-05-27 09:54 | Report Abuse

gdex is cheaper compare to pos so it is easy to goreng. hopefully pos will increase more...

Posted by xterrorsinx > 2020-05-27 13:57 | Report Abuse

All i can say is.. POS will catch up with the lag behind Gdex sooner or later.

Posted by mamatede > 2020-05-27 14:45 | Report Abuse

huat ah, huat ah...

Posted by JackyNg > 2020-05-27 14:49 | Report Abuse

stay above 1.2 please. lol

Posted by JackyNg > 2020-05-27 17:41 | Report Abuse

Just cleared my pos warrant before 5pm, Gdex result is bad. Luckily I cabut haha.

Posted by limitupupup > 2020-05-27 17:46 | Report Abuse

domino's effect? gdex qr bad how Pos QR?

Posted by Duckvader118 > 2020-05-27 17:50 | Report Abuse

Already cleared my warrant b4 raya and cleared pos share today... Gudluck guys!

Posted by MoneyHeist > 2020-05-27 18:12 | Report Abuse

In my opinion this coming QR will be red but bare in mind if you compare YoY it will be definitely better. Hence, 2nd quarter will be green due to surge of parcels, opening of airport etc. Pos will be back to glory. Lock in the price now and wait. Just my 2cents.

Posted by JackyNg > 2020-05-27 18:19 | Report Abuse

hopefully the price will be retraced so that i could enter again xD

Posted by DickyMe > 2020-05-27 18:21 | Report Abuse

Casino game counter.

Posted by abc333 > 2020-05-27 18:34 | Report Abuse

Gdex loss means Pos gain loh. parcel go to pos and J&T