DRB-HICOM BHD

KLSE (MYR): DRBHCOM (1619)

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Last Price

1.08

Today's Change

+0.03 (2.86%)

Day's Change

1.04 - 1.08

Trading Volume

806,100

Major Holders Breakdown
Current Holdings

Name

No. of Shares

Percentage

DATO TING HENG PENG

12,000

40.00%

DATO TING HENG PENG

12,000

40.00%

DATO TING HENG PENG

12,000

40.00%

Historical Transactions
From To Type No. of Shares Min Price Max Price
Discussions
28 people like this. Showing 50 of 25,522 comments

Sslee

Still book lose.

1 week ago

xiaoeh

Noted and Thanks Sslee sifu

1 week ago

Sslee

I trade some stocks to get free bintang beer just small amount.

1 week ago

qqq47660

makes no sense to play with DRB.....makes more sense to play with Natgate, 99 and HK/ stocks. Geely from 6 to 15.

1 week ago

ocbc

listing of bank likely by end of this year ? Proton EV too. POS profit soon. All pointed up for sure!

1 week ago

Good123

dumping drb shares by epf, maybe, epf not happy with drb managing pos malaysia😊

Changes in Sub. S-hldr's Int (Section 138 of CA 2016)

DRB-HICOM BERHAD

Particulars of substantial Securities Holder

Name EMPLOYEES PROVIDENT FUND BOARD
Address 5th Floor, EPF Tower,
No. 1, Persiaran Kwasa Utama
Shah Alam
40150 Selangor
Malaysia.
Company No. EPF ACT 1991
Nationality/Country of incorporation Malaysia
Descriptions (Class) Ordinary shares
Details of changes

No Date of change
No of securities
Type of Transaction Nature of Interest
1 22 Oct 2024
2,150,000
Disposed Direct Interest
Name of registered holder Citigroup Nominees (Tempatan) Sdn Bhd - Employees Provident Fund Board
Address of registered holder Level 42, Menara Citibank, 165 Jalan Ampang, 50450 Kuala Lumpur
Description of "Others" Type of Transaction

Circumstances by reason of which change has occurred Disposal of 2,150,000 ordinary shares by Citigroup Nominees (Tempatan) Sdn Bhd - Employees Provident Fund Board
Nature of interest Direct Interest
Direct (units) 145,980,732
Direct (%) 7.551
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change 145,980,732
Date of notice 23 Oct 2024
Date notice received by Listed Issuer 25 Oct 2024

1 week ago

Good123

Pos msia bottom out; tunggu ia untung je😎

@ ocbc
listing of bank likely by end of this year ? Proton EV too. POS profit soon. All pointed up for sure!
4 hours ago

1 week ago

Good123

😉 POS Malaysia (POS) and DRB-HICOM (DRB) share prices are often linked because DRB-HICOM is a significant shareholder in POS Malaysia, with a controlling stake. Here’s why this relationship affects their share prices:

1. Ownership Influence: As a major shareholder, DRB-HICOM’s financial health and strategic decisions directly impact POS. When DRB-HICOM performs well, investor confidence in its subsidiaries, including POS Malaysia, generally increases, potentially raising POS share prices as well.
2. Financial Interdependence: DRB-HICOM may provide financial support, strategic direction, or operational resources to POS. Therefore, any positive or negative news about DRB’s performance, financial standing, or business outlook often influences POS’s market perception.
3. Sector and Economic Sentiment: Both companies are linked to logistics, automotive, and property sectors, so they are sensitive to similar economic factors like fuel prices, economic growth, and government policies. Market sentiment in these shared sectors can lead investors to adjust both POS and DRB share prices similarly.
4. Market Perception: Investors tend to see POS as an extension of DRB’s portfolio. If DRB shows signs of strength or weakness, investors may extrapolate that sentiment to POS, adjusting their expectations accordingly.

The intertwined financial and operational connections between the two companies create a market relationship where the performance and outlook of one often impact the other’s share price.

6 days ago

Good123

😎 Syed Mokhtar Al-Bukhary might aim to defend the share price of POS Malaysia to enhance DRB-HICOM’s overall value, as DRB holds a controlling stake in POS. Boosting POS Malaysia’s market performance could positively influence DRB-HICOM’s valuation and financial outlook, attracting investor confidence and strengthening DRB’s position. This move aligns with Syed Mokhtar’s interest in protecting and enhancing his portfolio companies, especially in logistics and infrastructure, and could also help stabilize DRB’s broader strategic investments and revenue streams.

6 days ago

ocbc

high risk to be privatize by Major shareholder since selling at lelong price now.

6 days ago

Good123

Syed Mokhtar Al-Bukhary’s potential buyback of shares in POS (Malaysian government-linked or public-owned entities) through DRB-HICOM, his other companies, or personally could serve several strategic purposes, particularly in terms of investor confidence and market stability. Here’s how such a buyback might impart confidence and justify the move:

1. Demonstrating Confidence in Value: By buying back shares, Syed Mokhtar could signal his confidence in the company’s intrinsic value. This act often indicates that a major shareholder believes the shares are undervalued, leading other investors to view the company more favorably.
2. Increasing Shareholder Value: A buyback typically reduces the number of shares in circulation, which can increase earnings per share (EPS) and potentially drive up the stock price, benefiting remaining shareholders and making the stock more attractive to new investors.
3. Stabilizing Market Sentiment: If shares in DRB-HICOM or related companies have experienced volatility or downward pressure, a buyback could help stabilize prices, offering reassurance to current investors and stakeholders.
4. Strengthening Control and Influence: By increasing his stake, Syed Mokhtar can consolidate his control over the companies, enabling more direct influence over strategic decisions, which could lead to positive restructuring or efficiency improvements.
5. Commitment to Long-Term Growth: This move could signal a commitment to the companies’ long-term performance, potentially appealing to institutional and retail investors alike. His willingness to invest personal or group resources shows dedication to strengthening the companies’ future.
6. Support for Malaysian Economy and GLCs: As a prominent Malaysian business figure, his buyback may be perceived as a commitment to supporting Malaysia’s economic stability, especially if these companies are key government-linked corporations (GLCs) or contributors to national projects.

This strategy, however, would need clear communication to the market and stakeholders to ensure that the buyback is seen as a prudent move rather than a short-term intervention.

6 days ago

Good123

POS is a dark horse, Syed could privatize it abruptly cheap price now

6 days ago

Good123

Pos nta 54sen, book value 1.5-2X , offer price for MGO 72sen to RM1.08

6 days ago

Good123

Syed will do something I believe , acquired POs at rm3.60, now ~32sen. Time to take immediate action e.g. mgo etc restructure quietly etc

6 days ago

Good123

Even 36sen = 10% of rm3.60 paid by Syed to buy POS dulu😅

6 days ago

Good123

Pos acquisition was the biggest shame of Syed in the corporate world if not mistaken

6 days ago

Good123

POS should be next anytime

Yes, MMC Corporation Berhad, a Malaysian infrastructure and energy company, was privatized in 2022. The privatization was completed after the company was taken private by a consortium led by its largest shareholder, Tan Sri Syed Mokhtar Al-Bukhary. This move aimed to streamline operations and focus on long-term growth strategies without the pressures of public market scrutiny.

😉

6 days ago

Good123

Time up for Syed to do what he did for mmc for POS now. Buy pos for super abnormal ROI probably 😉

6 days ago

Good123

Sapu in stages till 50sen++ for more shares, then offer a price like what he did for mmc 😁

6 days ago

Good123

I think everyone hopes Syed privatize POS asap usah memalukan negara hehe

6 days ago

Good123

POs jumped to 32sen so early, a good sign

6 days ago

Good123

Maybe, granted geely to sapu POS shares from the open market. Like proton taken private and then sell 49%++ to geely, pos as well? Wait n see

6 days ago

Good123

POS is rising now, hope for the best like MMC, proton with Syed 😉

6 days ago

Good123

Last chance to buy POS of drb before it fly nonstop 😎

6 days ago

Good123

There are various factors to consider regarding the potential privatization of POS Malaysia, similar to what has happened with MMC Corporation and Proton.

1. Market Performance: If POS Malaysia continues to face financial challenges, a privatization strategy could be seen as a way to restructure and revitalize the company.
2. Government Support: The Malaysian government may play a significant role in determining the future of POS Malaysia, especially if it has strategic importance in logistics and delivery services.
3. Private Investment Interest: Potential investors may find value in POS Malaysia’s assets and market presence, which could lead to discussions about privatization.
4. Regulatory Environment: Any move toward privatization would need to comply with Malaysian regulations and receive approval from relevant authorities.
5. Comparative Cases: Looking at the experiences of MMC and Proton, lessons can be drawn regarding management, operational efficiency, and the impact of privatization on stakeholders😍

6 days ago

Good123

Syed Mokhtar Al-Bukhary, a prominent Malaysian businessman, has shown interest in privatizing Pos Malaysia for several reasons, each of which can be justified with supporting facts:

1. Operational Efficiency: Privatization can lead to more efficient management. Private entities often operate with a profit motive, which can drive them to streamline operations, reduce costs, and enhance service delivery. For instance, in many countries, privatized postal services have improved operational efficiencies, leading to better service levels.
2. Financial Performance: Pos Malaysia has faced financial challenges in recent years, including losses and declining market share. By privatizing, Syed can inject capital and resources to restructure the company, focusing on profitability. For example, in FY2021, Pos Malaysia reported a net loss of RM120 million, highlighting the need for urgent financial restructuring.
3. Technological Advancement: The postal industry is evolving with the rise of e-commerce. A privatized Pos Malaysia could invest more in technology and infrastructure, improving logistics and parcel delivery services. The global trend shows that private companies are more agile in adopting new technologies to meet changing consumer demands.
4. Market Competition: The logistics and delivery market in Malaysia is becoming increasingly competitive, with players like Grab and Lalamove entering the space. Privatizing Pos Malaysia would allow for more strategic agility to respond to market changes and consumer needs.
5. Government Focus on Core Functions: The Malaysian government may benefit from focusing on its core functions while allowing the private sector to handle services like postal delivery. This could free up resources for public services that require government attention, such as education and health care.
6. Growth in E-commerce: With the rapid growth of e-commerce, privatization could facilitate the necessary investments to capture this market. According to the Malaysian Communications and Multimedia Commission, the e-commerce market in Malaysia was worth RM35.2 billion in 2021, indicating a lucrative opportunity for Pos Malaysia to expand its services.
7. Global Trends: Many countries have successfully privatized their postal services, leading to improved service quality and customer satisfaction. For instance, the UK’s Royal Mail privatization in 2013 has resulted in significant operational improvements and financial performance.

In summary, privatizing Pos Malaysia under Syed Mokhtar’s leadership could lead to enhanced efficiency, financial stability, technological advancement, and better competitiveness in a rapidly evolving market, benefiting both the company and its customers.

6 days ago

Good123

Effective & terbukti berjaya🤩
The privatization of the British postal company, Royal Mail, was driven by several key factors:

1. Financial Performance: Prior to privatization, Royal Mail faced significant financial challenges, including declining revenues and increased competition. The government aimed to improve its financial health and make it more efficient.
2. Market Liberalization: The European Union’s Postal Services Directive encouraged member states to liberalize their postal markets, allowing for increased competition. Privatization was seen as a way to comply with this directive and prepare Royal Mail for a competitive environment.
3. Increased Efficiency: Privatization aimed to enhance operational efficiency. Private companies often have more flexibility to restructure and innovate, which could lead to better service delivery and cost reductions. It was believed that a privately run Royal Mail would be more agile in adapting to market changes.
4. Investment in Technology: Privatization was expected to attract private investment, which would be necessary for upgrading technology and infrastructure. This investment was crucial for Royal Mail to improve its services, especially in the growing e-commerce sector.
5. Focus on Core Services: The UK government wanted to shift its focus away from running a postal service and instead concentrate on its core functions. Privatizing Royal Mail would allow the government to step back while ensuring the continuation of postal services.
6. Public Debt Reduction: Selling off state-owned enterprises like Royal Mail was also a strategy for the government to reduce public debt and generate revenue. The proceeds from the sale could be used to address other fiscal needs.
7. Global Trends: Many countries had successfully privatized their postal services, leading to improved performance and service levels. The UK government saw this as a potential model for Royal Mail’s future success.

The privatization of Royal Mail occurred in 2013, marking a significant shift in how postal services were delivered in the UK. It allowed Royal Mail to operate more like a commercial entity, aiming for profitability while continuing to provide universal postal services.

6 days ago

ocbc

to be privatized by Major shareholder at 2.5b , then list bank at 2b , get it for a song !

6 days ago

Good123

Privatise your pos first, bayar rm3.60 sesaham kini 33sen😜

5 days ago

Good123

Logistics industry booming now, pos msia in the logistics industry patut boom jugak. Finance director & C suite of DRB tolong wake up ya

5 days ago

Good123

Syed belum mati ; harus lakukan sesuatu untuk pos msia, hadiah semasa era madey, kronisme😅

5 days ago

Good123

Kroni Syed; bantu make pos great again ya😜 Pos Malaysia is a comprehensive logistics provider in Malaysia, encompassing postal, courier, express, and freight services, with a nationwide network that covers urban and rural areas. Beyond traditional mail services, it has expanded into a range of logistics solutions, including e-commerce fulfillment, warehousing, and customs clearance. This allows it to play a crucial role in supporting Malaysia’s growing digital economy, particularly the booming e-commerce sector.

Pos Malaysia leverages advanced technologies and partnerships to offer integrated logistics and supply chain solutions, which streamline the movement of goods across borders and within Malaysia. Its government-backed infrastructure and expertise provide an edge in connecting underserved areas, making it a pivotal player in last-mile delivery. As Malaysia’s leading national courier and logistics service, Pos Malaysia’s comprehensive approach aligns with the country’s strategic economic initiatives aimed at fostering a digital and connected economy.

5 days ago

abc333

still remember mmc downtrend 4 years since 2017, share price plunge from 2.6 to below 1, Volume surge in Feb 2021 and limit up 3 months later as the privatization price is at 2. DRB doing the same , down trend since 2019, from 3 to 1 , the question is , will it privatization in next year or IPO the bank ?

5 days ago

ocbc

major shareholder just want share price drop cheap cheap so can privatize cheaply. Bursa like pasar malam now. Lelong leong

5 days ago

ocbc

DRBHCOM bank muamalat to be acquired by Maybank ?

5 days ago

Good123

selesaikan isu pos malaysia dulu ya!

The acquisition of Pos Malaysia by Syed Mokhtar Al-Bukhary through DRB-Hicom has been viewed by some as a reflection of the complex dynamics between politics, business, and relationships in Malaysia. Here are several reasons why Mahathir Mohamad may have allowed this acquisition:

1. **Political Alliances**: Syed Mokhtar has been a prominent businessman in Malaysia and has established a network of relationships with political leaders, including Mahathir. Supporting his acquisition could strengthen political alliances and provide mutual benefits.

2. **Economic Strategy**: Mahathir has often advocated for strengthening Malaysian businesses and entrepreneurs. Allowing a local businessman to acquire a significant asset like Pos Malaysia aligns with his vision of promoting national interests and local players in the economy.

3. **Infrastructure and Development**: DRB-Hicom, under Syed Mokhtar's leadership, has been involved in various infrastructure projects. Mahathir may have seen the potential for Pos Malaysia to be integrated into broader economic and infrastructural developments, enhancing its operations and efficiency.

4. **Stability and Experience**: Syed Mokhtar has a track record in managing various businesses, including logistics and transportation. His experience might have been viewed as beneficial for the strategic direction and stability of Pos Malaysia.

5. **Privatization Trends**: During Mahathir's tenure, there was a trend towards privatization and encouraging private sector involvement in public services. The acquisition by a private entity like DRB-Hicom fits within this broader economic policy framework.

6. **Cronyism**: While cronyism is often criticized, it is a reality in many political economies. Syed Mokhtar’s close ties to Mahathir and the ruling elite might have facilitated the acquisition, demonstrating how personal relationships can influence business decisions.

In summary, the acquisition of Pos Malaysia by Syed Mokhtar through DRB-Hicom can be seen as a combination of strategic economic considerations, political relationships, and the ongoing trend of privatization in Malaysia.

5 days ago

Good123

Sure! Here’s the translation to Malay:

---

Pengambilalihan Pos Malaysia oleh Syed Mokhtar Al-Bukhary melalui DRB-Hicom dilihat oleh sesetengah pihak sebagai refleksi dinamik yang kompleks antara politik, perniagaan, dan hubungan di Malaysia. Berikut adalah beberapa sebab mengapa Mahathir Mohamad mungkin membenarkan pengambilalihan ini:

1. **Perikatan Politik**: Syed Mokhtar adalah seorang ahli perniagaan terkemuka di Malaysia dan telah membina rangkaian hubungan dengan pemimpin politik, termasuk Mahathir. Menyokong pengambilalihan beliau dapat mengukuhkan perikatan politik dan memberikan manfaat bersama.

2. **Strategi Ekonomi**: Mahathir sering menyokong pengukuhan perniagaan dan usahawan tempatan. Membenarkan seorang ahli perniagaan tempatan untuk mengambil alih aset penting seperti Pos Malaysia selaras dengan visinya untuk mempromosikan kepentingan negara dan pemain tempatan dalam ekonomi.

3. **Infrastruktur dan Pembangunan**: DRB-Hicom, di bawah kepimpinan Syed Mokhtar, telah terlibat dalam pelbagai projek infrastruktur. Mahathir mungkin melihat potensi Pos Malaysia untuk diintegrasikan ke dalam pembangunan ekonomi dan infrastruktur yang lebih luas, meningkatkan operasi dan kecekapan.

4. **Kestabilan dan Pengalaman**: Syed Mokhtar mempunyai rekod kejayaan dalam menguruskan pelbagai perniagaan, termasuk logistik dan pengangkutan. Pengalamannya mungkin dianggap bermanfaat untuk arah strategik dan kestabilan Pos Malaysia.

5. **Tren Privatisasi**: Semasa pemerintahan Mahathir, terdapat tren ke arah privatisasi dan menggalakkan penglibatan sektor swasta dalam perkhidmatan awam. Pengambilalihan oleh entiti swasta seperti DRB-Hicom sesuai dengan kerangka dasar ekonomi yang lebih luas ini.

6. **Kronisme**: Walaupun kronisme sering dikritik, ia adalah realiti dalam banyak ekonomi politik. Hubungan rapat Syed Mokhtar dengan Mahathir dan elit yang memerintah mungkin memudahkan pengambilalihan ini, menunjukkan bagaimana hubungan peribadi dapat mempengaruhi keputusan perniagaan.

Kesimpulannya, pengambilalihan Pos Malaysia oleh Syed Mokhtar melalui DRB-Hicom dapat dilihat sebagai gabungan pertimbangan ekonomi strategik, hubungan politik, dan tren privatisasi yang berterusan di Malaysia.

5 days ago

Good123

通过DRB-Hicom,Syed Mokhtar Al-Bukhary收购马来西亚邮政(Pos Malaysia)被一些人视为马来西亚政治、商业和人际关系复杂动态的反映。以下是马哈蒂尔(Mahathir Mohamad)可能允许这一收购的几个原因:

政治联盟:Syed Mokhtar是马来西亚的知名商人,与政治领袖(包括马哈蒂尔)建立了关系网络。支持他的收购可能会巩固政治联盟,带来双赢的好处。

经济战略:马哈蒂尔一直倡导加强马来西亚本土企业和企业家。允许本土商人收购像马来西亚邮政这样的重大资产符合他促进国家利益和本土企业的愿景。

基础设施与发展:在Syed Mokhtar的领导下,DRB-Hicom参与了多项基础设施项目。马哈蒂尔可能看到马来西亚邮政可以融入更广泛的经济和基础设施发展,从而提升其运营效率。

稳定性与经验:Syed Mokhtar在管理多项业务(包括物流和运输)方面有着成功的记录。他的经验可能被视为对马来西亚邮政战略方向和稳定性的有益补充。

私有化趋势:在马哈蒂尔的任期内,私有化和鼓励私营部门参与公共服务的趋势愈加明显。DRB-Hicom作为一家私营实体的收购符合这一更广泛的经济政策框架。

裙带关系:虽然裙带关系常常受到批评,但在许多政治经济中却是现实。Syed Mokhtar与马哈蒂尔及执政精英的密切关系可能促进了这一收购,展示了个人关系如何影响商业决策。

总之,通过DRB-Hicom收购马来西亚邮政的Syed Mokhtar可以被视为战略经济考量、政治关系和马来西亚持续的私有化趋势的结合。

5 days ago

Good123

The acquisition price of RM3.60 per share for Pos Malaysia by Syed Mokhtar Al-Bukhary is often viewed as relatively low for several reasons:

1. **Market Valuation**: At the time of the acquisition, the market may have undervalued Pos Malaysia's potential, considering its assets, revenue streams, and strategic position in the logistics and postal services sector.

2. **Financial Performance**: If Pos Malaysia was experiencing financial difficulties, such as declining revenues or profits, potential buyers might have been able to negotiate a lower price. Buyers typically seek to minimize risk, especially if they perceive that a company is struggling.

3. **Strategic Positioning**: Syed Mokhtar may have recognized the long-term strategic value of Pos Malaysia, despite its short-term challenges. His willingness to invest could indicate that he saw potential for growth and improvement that others did not.

4. **Industry Trends**: Changes in the postal and logistics industry, including the rise of digital services and e-commerce, might have led to a temporary decline in valuations. This could have provided an opportunity for Syed Mokhtar to acquire the company at a lower price.

5. **Negotiation Leverage**: The negotiating power of Syed Mokhtar and DRB-Hicom, given their stature in the business community, may have allowed them to secure a more favorable deal. Their experience and connections could have played a role in facilitating the acquisition.

6. **Future Potential**: Investors might have overlooked Pos Malaysia’s future potential in terms of expansion and modernization of services. Syed Mokhtar’s vision for the company could have factored into his willingness to pay RM3.60, viewing it as a bargain for future growth.

In summary, the perception that RM3.60 per share was a cheap price can be attributed to a combination of market conditions, the financial state of Pos Malaysia at the time, and Syed Mokhtar's strategic vision for its future.

5 days ago

Good123

Syed Mokhtar Al-Bukhary以每股RM3.60收购马来西亚邮政的价格常被视为相对较低,原因有以下几点:

市场估值:在收购时,市场可能低估了马来西亚邮政的潜力,考虑到其资产、收入来源和在物流及邮政服务行业的战略地位。

财务表现:如果马来西亚邮政正面临财务困难,例如收入或利润下降,潜在买家可能能够谈判出一个更低的价格。买家通常寻求降低风险,特别是当他们认为一家公司在挣扎时。

战略定位:Syed Mokhtar可能意识到马来西亚邮政的长期战略价值,尽管面临短期挑战。他的投资意愿可能表明他看到了其他人未能发现的增长和改善潜力。

行业趋势:邮政和物流行业的变化,包括数字服务和电子商务的兴起,可能导致估值暂时下降。这可能为Syed Mokhtar提供了以较低价格收购公司的机会。

谈判筹码:考虑到Syed Mokhtar和DRB-Hicom在商业界的地位,他们的谈判能力可能让他们获得了更有利的交易。他们的经验和关系可能在促成收购中起了作用。

未来潜力:投资者可能忽视了马来西亚邮政在扩展和现代化服务方面的未来潜力。Syed Mokhtar对公司的愿景可能影响了他愿意支付RM3.60的决定,将其视为未来增长的便宜买卖。

总之,认为每股RM3.60的价格便宜的看法可以归因于市场条件、当时马来西亚邮政的财务状况以及Syed Mokhtar对其未来的战略愿景的结合。

5 days ago

Good123

Harga pengambilalihan RM3.60 setiap saham untuk Pos Malaysia oleh Syed Mokhtar Al-Bukhary sering dianggap sebagai agak rendah atas beberapa sebab:

Penilaian Pasaran: Pada masa pengambilalihan, pasaran mungkin telah merendahkan potensi Pos Malaysia, mengambil kira aset, aliran pendapatan, dan kedudukan strategiknya dalam sektor logistik dan perkhidmatan pos.

Prestasi Kewangan: Jika Pos Malaysia mengalami kesulitan kewangan, seperti penurunan dalam pendapatan atau keuntungan, pembeli berpotensi mungkin telah dapat berunding untuk mendapatkan harga yang lebih rendah. Pembeli biasanya berusaha untuk mengurangkan risiko, terutama jika mereka menganggap sebuah syarikat sedang berjuang.

Penempatan Strategik: Syed Mokhtar mungkin telah menyedari nilai strategik jangka panjang Pos Malaysia, walaupun menghadapi cabaran jangka pendek. Kesediaannya untuk melabur mungkin menunjukkan bahawa dia melihat potensi untuk pertumbuhan dan penambahbaikan yang tidak dilihat oleh orang lain.

Trend Industri: Perubahan dalam industri pos dan logistik, termasuk kebangkitan perkhidmatan digital dan e-dagang, mungkin telah menyebabkan penurunan penilaian secara sementara. Ini mungkin memberikan peluang kepada Syed Mokhtar untuk mengakuisisi syarikat dengan harga yang lebih rendah.

Kekuatan Rundingan: Kuasa rundingan Syed Mokhtar dan DRB-Hicom, memandangkan kedudukan mereka dalam komuniti perniagaan, mungkin membolehkan mereka mendapatkan tawaran yang lebih baik. Pengalaman dan hubungan mereka mungkin memainkan peranan dalam memudahkan pengambilalihan ini.

Potensi Masa Depan: Pelabur mungkin telah mengabaikan potensi masa depan Pos Malaysia dalam aspek pengembangan dan pemodenan perkhidmatan. Visi Syed Mokhtar untuk syarikat mungkin mempengaruhi kesediaannya untuk membayar RM3.60, melihatnya sebagai tawaran yang baik untuk pertumbuhan masa depan.

Kesimpulannya, persepsi bahawa RM3.60 setiap saham adalah harga yang murah dapat dikaitkan dengan gabungan keadaan pasaran, keadaan kewangan Pos Malaysia pada masa itu, dan visi strategik Syed Mokhtar untuk masa depannya.

5 days ago

Good123

Syed Mokhtar Al-Bukhary’s situation with Pos Malaysia, where the share price has significantly declined to around 33 sen—less than 10% of the purchase price he paid via DRB-Hicom—could be perceived as weak for several reasons:

1. **Market Confidence**: A substantial drop in share price often signals a lack of investor confidence. It raises questions about the company’s performance and future prospects, reflecting poorly on leadership.

2. **Strategic Decisions**: Investors may be critical of Syed's strategic decisions regarding Pos Malaysia, including management choices, operational direction, or investments that haven’t yielded expected returns.

3. **Economic Factors**: External economic conditions, such as changes in regulations, competitive pressures, or shifts in consumer behavior, might contribute to the decline. However, investors often expect leadership to navigate these challenges effectively.

4. **Communication**: A lack of transparency or communication from management regarding the company's challenges can lead to uncertainty and erode trust among investors.

5. **Long-Term Vision**: If investors perceive that there’s no clear long-term strategy to turn things around, it can lead to pessimism about the company’s future, driving the stock price down further.

6. **Expectations vs. Reality**: High expectations at the time of acquisition can lead to disappointment if the company fails to perform as projected, making the leadership seem weaker in the face of reality.

In summary, the decline in Pos Malaysia's share price can reflect a combination of market confidence issues, strategic missteps, economic challenges, and communication gaps, contributing to perceptions of weakness in leadership.

5 days ago

Good123

kroni syed perlu buat sesuatu yg luar biasa, mamakdey pun kecewa kini kot, kenapa bagi kat kroni tersebut? :)

Singapore Post remains profitable for several reasons:

1. **Diverse Revenue Streams**: Beyond traditional mail services, SingPost has expanded into logistics, e-commerce solutions, and financial services. This diversification helps mitigate risks associated with declining mail volumes.

2. **E-commerce Growth**: The rise of e-commerce has boosted demand for parcel delivery services. SingPost has capitalized on this trend by enhancing its logistics capabilities and offering efficient delivery solutions.

3. **Strategic Partnerships**: Collaborations with various businesses and financial institutions have expanded their service offerings and customer base, leading to increased revenue.

4. **Technological Advancements**: SingPost invests in technology to improve operational efficiency, streamline processes, and enhance customer experience, contributing to profitability.

5. **Strong Brand and Trust**: As a long-established national service provider, SingPost enjoys customer trust and brand loyalty, which helps retain existing customers and attract new ones.

These factors combined allow SingPost to maintain profitability in a rapidly changing market.

5 days ago

Good123

Kroni Syed, tolong gandakan usaha ya😄

The financial performance of Malaysia's postal service compared to Singapore Post can be attributed to several factors:

1. **Business Model Differences**: Singapore Post has successfully diversified its services beyond traditional mail, focusing on e-commerce logistics and financial services. In contrast, Malaysia's postal service may not have expanded as aggressively into these areas.

2. **Market Conditions**: The growth of e-commerce has been robust in Singapore, leading to increased demand for parcel delivery. If Malaysia's postal service is not capturing a similar share of the growing e-commerce market, it could struggle financially.

3. **Operational Efficiency**: Singapore Post has invested in technology and logistics to improve efficiency and reduce costs. If Malaysia's postal service faces operational challenges or inefficiencies, this could negatively impact profitability.

4. **Regulatory Environment**: Different regulatory frameworks and government support can influence how each postal service operates. Singapore's supportive policies for logistics and e-commerce may give SingPost an edge.

5. **Competition**: The competitive landscape in each country affects profitability. If Malaysia's postal service faces more intense competition without the same level of resources or innovation, it could lead to financial losses.

These factors contribute to the contrasting financial outcomes of the two postal services.

5 days ago

Good123

Syed Oh Syed😃

Performa kewangan perkhidmatan pos Malaysia berbanding SingPost boleh dikaitkan dengan beberapa faktor:

1. **Perbezaan Model Perniagaan**: SingPost telah berjaya mempelbagaikan perkhidmatannya melebihi pos tradisional, dengan memberi tumpuan kepada logistik e-dagang dan perkhidmatan kewangan. Sebaliknya, perkhidmatan pos Malaysia mungkin tidak berkembang dengan agresif dalam bidang ini.

2. **Keadaan Pasaran**: Pertumbuhan e-dagang di Singapura telah kukuh, yang menyebabkan peningkatan permintaan untuk penghantaran bungkusan. Jika perkhidmatan pos Malaysia tidak dapat menangkap bahagian yang sama dalam pasaran e-dagang yang berkembang, ia mungkin menghadapi masalah kewangan.

3. **Kecekapan Operasi**: SingPost telah melabur dalam teknologi dan logistik untuk meningkatkan kecekapan dan mengurangkan kos. Jika perkhidmatan pos Malaysia menghadapi cabaran operasi atau ketidakcekapan, ini boleh memberi kesan negatif kepada keuntungan.

4. **Persekitaran Peraturan**: Kerangka peraturan yang berbeza dan sokongan kerajaan boleh mempengaruhi cara setiap perkhidmatan pos beroperasi. Dasar sokongan Singapura untuk logistik dan e-dagang mungkin memberikan kelebihan kepada SingPost.

5. **Persaingan**: Landskap persaingan di setiap negara mempengaruhi keuntungan. Jika perkhidmatan pos Malaysia menghadapi persaingan yang lebih sengit tanpa tahap sumber atau inovasi yang sama, ini boleh menyebabkan kerugian kewangan.

Faktor-faktor ini menyumbang kepada hasil kewangan yang berbeza bagi kedua-dua perkhidmatan pos.

5 days ago

Good123

Tan Sri Syed Mokhtar Al-Bukhary, melalui konglomeratnya DRB-HICOM, memiliki kepentingan besar dalam Pos Malaysia Berhad. Memastikan Pos Malaysia mencapai keuntungan adalah penting atas beberapa sebab:

1. Aset Strategik Negara: Pos Malaysia berperanan sebagai perkhidmatan pos nasional Malaysia yang menyediakan perkhidmatan penghantaran surat dan bungkusan di seluruh negara. Operasi yang efisien amat penting bagi komunikasi dan perdagangan negara.
2. Prestasi Kewangan: Pos Malaysia telah menghadapi cabaran kewangan dalam beberapa tahun kebelakangan ini. Sebagai contoh, bagi tahun kewangan berakhir 31 Disember 2023, syarikat ini mencatatkan kerugian bersih kira-kira RM178.79 juta. Meningkatkan keuntungan adalah penting untuk membalikkan trend ini dan memastikan kelestarian jangka panjang.
3. Sinergi dengan DRB-HICOM: Portfolio DRB-HICOM yang pelbagai termasuk sektor automotif, hartanah, dan perkhidmatan. Pos Malaysia yang menguntungkan dapat mewujudkan sinergi dalam kumpulan ini, meningkatkan kecekapan operasi keseluruhan dan penawaran perkhidmatan.
4. Keyakinan Pelabur: Sebagai syarikat tersenarai awam, kesihatan kewangan Pos Malaysia memberi impak terus kepada keyakinan pelabur dan prestasi saham. Meningkatkan keuntungan boleh menarik pelaburan dan menyokong kestabilan harga saham.
5. Sumbangan Ekonomi: Pos Malaysia yang menguntungkan memberikan sumbangan positif kepada ekonomi negara dengan menyediakan pekerjaan, menyokong perniagaan, dan memudahkan perdagangan.

Kesimpulannya, memulihkan keuntungan Pos Malaysia adalah penting bukan sahaja untuk kejayaan syarikat tetapi juga bagi peranannya dalam menyokong infrastruktur nasional, pertumbuhan ekonomi, dan kepentingan pemegang saham, termasuk DRB-HICOM dan rakyat Malaysia.

2 days ago

Good123

Tan Sri Syed Mokhtar Al-Bukhary, through his investment vehicle Etika Strategi Sdn Bhd, holds a 55.9% stake in DRB-HICOM Berhad, which in turn owns a 53.49% stake in Pos Malaysia Berhad.  Given this substantial ownership, revitalizing Pos Malaysia’s profitability is crucial for several reasons:

1. Financial Health of DRB-HICOM: As a major subsidiary, Pos Malaysia’s financial performance directly impacts DRB-HICOM’s consolidated financial statements. Improving Pos Malaysia’s profitability would enhance DRB-HICOM’s overall financial health, potentially leading to better credit ratings and increased investor confidence.
2. Asset Valuation: Pos Malaysia’s market capitalization has declined significantly, with reports indicating it has shrunk to just RM200 million+++.  Reviving its profitability would increase its market value, thereby enhancing the asset valuation of DRB-HICOM’s investment portfolio.
3. Strategic Synergies: Pos Malaysia’s extensive logistics network can complement DRB-HICOM’s other business ventures, such as automotive distribution and manufacturing. A profitable Pos Malaysia can provide cost-effective logistics solutions, creating operational synergies and reducing expenses across the group.
4. Regulatory Compliance and Public Perception: As the national postal service, Pos Malaysia holds a strategic position in Malaysia’s infrastructure. Ensuring its profitability aligns with national interests and demonstrates responsible stewardship of a critical public service, thereby enhancing DRB-HICOM’s reputation and compliance with regulatory expectations.

In summary, revitalizing Pos Malaysia’s profitability is not only essential for the company’s standalone success but also pivotal for strengthening DRB-HICOM’s financial stability, asset valuation, operational efficiency, and public image.

2 days ago

Good123

Pos Malaysia dan Pos Singapura (SingPost) beroperasi dalam pasaran yang berbeza dengan cabaran dan peluang yang unik. Walaupun SingPost telah mencapai keuntungan, Pos Malaysia telah menghadapi kesukaran kewangan dalam beberapa tahun kebelakangan ini. Sebagai contoh, Pos Malaysia melaporkan kerugian bersih sekitar RM178.79 juta bagi tahun kewangan yang berakhir pada 31 Disember 2023.

Sebaliknya, SingPost melaporkan pendapatan tahunan penuh yang mencatatkan rekod sebanyak S$1.9 bilion, peningkatan 8.6% dalam pendapatan kumpulan. Namun, pendapatan Pos & Parcelnya menurun sebanyak 16.2% untuk FY2022/23, menunjukkan cabaran dalam perkhidmatan surat tradisional.

Untuk meningkatkan keuntungan, Pos Malaysia boleh mempertimbangkan strategi berikut:

1. Pelarasan: Memperluas ke dalam perkhidmatan logistik dan e-dagang dapat mengurangkan kebergantungan kepada surat tradisional, selaras dengan trend pasaran.
2. Transformasi Digital: Melabur dalam teknologi untuk meningkatkan kecekapan operasi dan pengalaman pelanggan adalah penting.
3. Perkongsian Strategik: Bekerjasama dengan platform e-dagang dan penyedia logistik dapat memperluas tawaran perkhidmatan dan pangkalan pelanggan.
4. Pengoptimuman Kos: Menyelaraskan operasi dan mengurangkan perbelanjaan tetap dapat meningkatkan prestasi kewangan.

Dengan melaksanakan strategi ini, Pos Malaysia boleh berusaha untuk mencapai keuntungan yang serupa dengan SingPost.

2 days ago

Good123

POS of DRB 😀

Promoting trust and transparency Pos Digicert issues digital security certificate
(Kuala Lumpur 31st) Pos Digicert, a subsidiary of Pos Malaysia, has launched a new digital product - eCredentia, which aims to help individuals and institutions securely verify academic and professional qualifications and enhance trust and transparency in the education and employment fields. This move also marks Malaysia’s digital transformation reaching a new level. Pos Digicert recently made the above announcement at the 2024 Digital Trust Symposium. This seminar brings together industry experts, technology leaders and business giants to promote innovative digital solutions. According to the statement, Pos Malaysia chief executive officer Charles Brewer said that through the launch of digital security certificates, electronic identity verification (eKYC) solutions and digital signature platform (SignMe platform), Pos Digicert is accelerating the digital transformation of enterprises and government agencies, helping Improve operational efficiency and realize a secure digital future. Digital security certificates are mainly used for identity verification, while electronic identity verification is used to reduce the risk of fraud. As for the digital signature platform, it is an electronic signature platform developed by the authorities in cooperation with SigniFlow, which provides seamless work program integration and real-time tracking to facilitate the realization of legally binding electronic signatures. Charles Brewer stressed that Pos Malaysia will continue to support the development of Malaysia’s digital economy, which is not only a compliance requirement but also a reflection of the company’s commitment to building trust. Amir Suhaimi Overcomes Digital Transformation Challenges Digital Trust is Possible Amir Suhaimi, Chief Operating Officer of Pos Digicert, said digital trust is not just a buzzword, but a commitment to integrity and security at every digital touchpoint. “Through customized solutions, we help various industries overcome the challenges of digital transformation and make digital trust practical.” Amir Suhaimi said in his speech at the meeting. This seminar demonstrated how these solutions can be used in various fields. Implemented in industries ranging from government, education, finance to medical care, electronic identity verification, digital signature and other technologies have improved the security and reliability of interactions. This seminar aims to explore key topics including trust services, digital innovation in the medical field, digital tax implications and the MyPTPTN super application. In addition, 8 companies received the "Digital Transformation Excellence Award" for their outstanding performance in digital transformation in recognition of their outstanding contributions in promoting Malaysia's digital transformation agenda. Attendees included Ahmad Dasuki, CEO of the National Higher Education Fund Board, Raj Faramli, co-founder and CEO of Data8 Sdn Bhd, Ahmad Sauki, Director of Information Technology Department of the Inland Revenue Board of Malaysia, etc. The 2024 Digital Trust Symposium brings together industry experts, technology leaders and business giants to discuss innovative digital solutions.

2 days ago

Good123

**Meningkatkan Kepercayaan dan Ketelusan: Pos Digicert Melancarkan Sijil Keselamatan Digital**

**Nanyang Jumaat, 1 Nov 2024 12:25am - 13 jam**

(Kuala Lumpur, 31 Okt) Anak syarikat Pos Malaysia, Pos Digicert, melancarkan produk digital baharu bernama eCredentia. Produk ini bertujuan untuk membantu individu dan organisasi mengesahkan kelayakan akademik dan profesional secara selamat, sekaligus meningkatkan kepercayaan dan ketelusan dalam bidang pendidikan dan pekerjaan. Langkah ini juga menandakan kemajuan baharu dalam transformasi digital Malaysia.

Pengumuman tersebut dibuat oleh Pos Digicert semasa Seminar Amanah Digital 2024. Seminar ini menghimpunkan pakar industri, pemimpin teknologi, dan tokoh perniagaan, dengan tujuan untuk mempromosikan penyelesaian digital yang inovatif.

Menurut kenyataan media, Ketua Pegawai Eksekutif Pos Malaysia, Charles Brewer, menyatakan bahawa dengan pelancaran sijil keselamatan digital, penyelesaian pengesahan e-identiti (eKYC), dan platform tandatangan digital (SignMe platform), Pos Digicert mempercepatkan transformasi digital bagi syarikat dan agensi kerajaan, membantu meningkatkan kecekapan operasi serta merealisasikan masa depan digital yang selamat.

Sijil keselamatan digital berperanan dalam pengesahan identiti, manakala pengesahan e-identiti bertujuan mengurangkan risiko penipuan. Platform tandatangan digital pula adalah hasil kerjasama dengan SigniFlow, menyediakan integrasi aliran kerja yang lancar dan penjejakan masa nyata, memudahkan penggunaan tandatangan elektronik yang sah di sisi undang-undang.

Charles Brewer menegaskan bahawa Pos Malaysia akan terus menyokong pembangunan ekonomi digital Malaysia. Ini bukan sekadar memenuhi keperluan pematuhan, tetapi juga cerminan komitmen syarikat untuk membina kepercayaan.

**Mengatasi Cabaran Transformasi Digital**

**Amanah Digital yang Realistik**

Ketua Pegawai Operasi Pos Digicert, Amir Suhaimi, berkata bahawa amanah digital bukan sekadar istilah popular, tetapi adalah komitmen untuk menjamin integriti dan keselamatan di setiap titik sentuhan digital.

“Melalui penyelesaian yang disesuaikan, kami membantu pelbagai industri mengatasi cabaran transformasi digital, menjadikan amanah digital suatu realiti.”

Amir Suhaimi dalam ucapannya berkata, seminar ini menunjukkan bagaimana penyelesaian ini dapat dilaksanakan dalam pelbagai sektor, dari kerajaan, pendidikan, kewangan hingga kesihatan, dengan teknologi pengesahan e-identiti dan tandatangan digital yang meningkatkan keselamatan dan kebolehpercayaan interaksi.

Seminar ini juga bertujuan membincangkan isu-isu utama termasuk perkhidmatan amanah, inovasi digital dalam bidang kesihatan, kesan percukaian digital, dan aplikasi super MyPTPTN.

Selain itu, 8 syarikat dianugerahkan “Anugerah Kecemerlangan Transformasi Digital” atas prestasi cemerlang mereka dalam agenda transformasi digital Malaysia.

Antara yang hadir termasuk Ketua Pegawai Eksekutif Perbadanan Tabung Pendidikan Tinggi Nasional (PTPTN), Ahmad Dasuki, Pengasas Bersama dan Ketua Pegawai Eksekutif Data8 Ltd, Rajeefah Ramli, dan Pengarah Jabatan Teknologi Maklumat Lembaga Hasil Dalam Negeri Malaysia, Ahmad Shauki.

**Seminar Amanah Digital**

Seminar Amanah Digital 2024 menghimpunkan pakar industri, pemimpin teknologi, dan tokoh perniagaan untuk bersama-sama membincangkan penyelesaian digital yang inovatif.

2 days ago

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