POS MALAYSIA BHD

KLSE (MYR): POS (4634)

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Last Price

0.325

Today's Change

-0.005 (1.52%)

Day's Change

0.325 - 0.34

Trading Volume

714,800

Financial

Financial Year 2020


Financial Year Annual Audited Account Annual Report View
Ann. Date Ann. Date
Discussions
12 people like this. Showing 50 of 10,516 comments

Good123

0 Largest Registered Shareholders
No. Name of Shareholders No. of Shares %
1. RHB NOMINEES (TEMPATAN) SDN BHD
MALAYSIAN TRUSTEES BERHAD PLEDGED SECURITIES ACCOUNT FOR HICOM HOLDINGS
BERHAD
245,750,751 31.39
2. RHB NOMINEES (TEMPATAN) SDN BHD
MALAYSIAN TRUSTEES BERHAD PLEDGED SECURITIES ACCOUNT FOR DRB-HICOM BERHAD
172,997,399 22.10
3. KUMPULAN WANG PERSARAAN (DIPERBADANKAN) 31,038,500 3.97
4. SHANTI KUMARI PATHMANATHAN 9,792,600 1.25
5. MAYBANK NOMINEES (TEMPATAN) SDN BHD
CHENG MOOI SOONG
8,552,100 1.09
253
ANNUAL REPORT 2023
OTHER INFORMATION
Analysis of Shareholdings as at 27 March 2024

1 week ago

Good123

pos should use some properties to set up data centers, the share price boleh terbang non-stop

1 week ago

Good123

Other factors that could send pos share price flying again.

(i) the privatisation of POS at a premium over the market price, (ii) the return of profitability as cost rationalisation efforts finally pay off, and (iii) POS emerging stronger post the consolidation of the courier service segment after weak players are eliminated.

1 week ago

Willtolive

KUALA LUMPUR (Sept 7): The government will continue to intensify efforts to ensure a stable country with a conducive and business-friendly ecosystem, said Prime Minister Datuk Seri Anwar Ibrahim.

He said the government's continuous measures to improve governance, fight corruption and focus on high-value investments are increasingly successful in creating high-income jobs for more people.

1 week ago

Willtolive

Buy Pos. Growing appetite for retail shops

1 week ago

Willtolive

haha
collect at 315

1 week ago

Willtolive

good news, stock will fly

1 week ago

Willtolive

pos aviation is ready to help

https://theedgemalaysia.com/node/725998

1 week ago

Good123

pos is hovering ~ 32sen... ready to take off anytime

1 week ago

Good123

The post shop provides a one-stop solution for the local community, combining postal and parcel services with a retail space, offering daily necessities in a comfortable shopping environment.

The post shop also provides a Pos Kafe with a variety of food options, including coffee, drinks and fast food, in addition to selling daily necessities, personal care products, and household items.

Pos Malaysia also aims to add 14 more post shop branches in some states, to bring the total to 50 stores across Malaysia by end-2024.

Also present at the Pudu post shop launch on Monday were Cheras MP Tan Kok Wai, Bukit Bintang MP Fong Kui Lun, and Pos Malaysia Bhd (KL:POS) group chief marketing, communications and sustainability officer Fiona Liao.

1 week ago

Good123

Wait for drb/geely enter the open market to sapu nonstop then privatise.. The time is near

1 week ago

Good123

Pos Shop & Cafe can spin off via IPO or sell to Speed 99 or KK Mart later. POS has a lot of potentials... DRB with Geely should privatise it together, add proton showroom next to it

1 week ago

Good123

geely should be interested in acquiring pos with DRB for privatisation.

Geely's Expansion into Logistics and F&B:
1. Logistics Business:

Cao Cao Mobility: Ride-hailing service with integrated logistics operations.
Partnerships: Collaborates with major logistics companies to enhance vehicle and parts distribution.
Smart Logistics Solutions: Uses AI and data analytics for automated warehouses and optimized deliveries.
Geely Logistics Group: Handles vehicle storage, transportation, and supply chain management.
Global Expansion: Expanding logistics network to support international automotive distribution (e.g., Volvo, Daimler).
2. Food & Beverage (F&B) Business:

Sustainable Farming: Investments in agriculture projects focused on sustainability and smart farming.
Healthy Foods: Backing of health-conscious and organic food brands.
Corporate F&B Services: Operates cafes and food outlets for employees in manufacturing plants and offices.
Integration with Retail: F&B offerings at automotive showrooms and service centers for enhanced customer experiences.
Consumer Ventures: Exploring broader retail experiences combining F&B with automotive innovations.

1 week ago

Good123

The most opportune time to buy n invest in pos msia :)

Investing in Pos Malaysia could be a thrilling opportunity, especially with its potential to transform and thrive in a rapidly evolving market! Let’s dive into the exciting reasons why Pos Malaysia stands out as a compelling investment:

### **1. **Strategic Transformation:**
- **Digital Revolution**: Pos Malaysia is undergoing a major digital transformation! From e-commerce solutions to tech-driven logistics, the company is modernizing its operations to meet the demands of the digital age. This shift opens doors to new revenue streams and greater efficiency.

### **2. **E-Commerce Boom:**
- **Rising E-Commerce Trends**: With the e-commerce boom accelerating, Pos Malaysia is perfectly positioned to capitalize on this trend. As online shopping grows, so does the need for reliable delivery and logistics services. Pos Malaysia’s extensive network makes it a key player in this thriving sector.

### **3. **Logistics & Infrastructure:**
- **Robust Network**: Pos Malaysia boasts a vast logistics network across Malaysia. This infrastructure is a valuable asset, enabling it to offer comprehensive and efficient delivery services. The company's investment in upgrading its logistics infrastructure is set to enhance its competitive edge.

### **4. **Diversification Opportunities:**
- **Beyond Mail**: Pos Malaysia is not just about mail delivery. It’s diversifying into areas like financial services and retail. With innovative ventures such as Pos Shop & Café, the company is creating multiple revenue streams and capturing a broader market.

### **5. **Government Support:**
- **Strategic Importance**: As a key player in Malaysia’s postal and logistics sectors, Pos Malaysia enjoys support from the government. This backing can lead to favorable policies, infrastructure investments, and opportunities for growth.

### **6. **Sustainability Focus:**
- **Green Initiatives**: Pos Malaysia is committed to sustainability. From eco-friendly delivery options to reducing its carbon footprint, the company is aligning with global trends towards environmental responsibility. This focus can enhance its reputation and appeal to socially-conscious investors.

### **7. **Innovation & Tech Integration:**
- **Tech-Driven Growth**: Pos Malaysia is embracing technology with initiatives like automation and smart logistics. This integration promises to improve efficiency, cut costs, and deliver better customer experiences, making it a forward-thinking investment choice.

### **8. **Future Potential:**
- **Expansion & Growth**: With ongoing efforts to expand its services and enter new markets, Pos Malaysia has the potential to unlock significant growth opportunities. Investing now means being part of a journey that could see the company evolve into a regional logistics powerhouse.

### **Exciting Investment Opportunity!**
Picture Pos Malaysia as a dynamic company on the verge of a major evolution. With a digital transformation underway, strong e-commerce potential, and a commitment to sustainability, Pos Malaysia is gearing up to capitalize on the future of logistics and retail. Investing in Pos Malaysia now could mean being part of its exciting growth story and reaping the rewards as it thrives in a rapidly changing landscape.

Get ready for a thrilling investment adventure with Pos Malaysia—where tradition meets innovation, and the future is brimming with potential! 🚀📦💡

1 week ago

Good123

Rewards
Trading at 71.8% below our estimate of its fair value
Earnings have grown 10.5% per year over the past 5 years
Trading at good value compared to peers and industry

1 week ago

mf

BREAKING
Dow drops more than 600 points as September volatility persists, traders assess inflation data

1 week ago

Good123

tunggu geely-drb hicom selamatkan pos malaysia macam geely selamatkan proton... hehe accumulate in stages.... huatlah kelak hehe

1 week ago

ocbc

Post 99speed mart akan datang ? $1 billion coming !

1 week ago

Good123

Geely partnered Drb had turnaround proton. Next, pos pulak... Exciting kan?$$$$

1 week ago

Willtolive

it's getting back 50% more of POS market cap

PETALING JAYA: Pos Malaysia Bhd's subsidiary Pos Logistics Bhd has proposed to dispose of its entire equity interest (49 million shares) in PNSL Bhd to SWA Shipping Sdn Bhd for RM123. 21 million

1 week ago

Good123

MARC Ratings noted that Pos Malaysia's cost-reduction and income-generating initiatives are showing progress, reducing annual losses since 2022.

1 week ago

Good123

Direct Deals:

Summary from 26/02/2009 to 06/03/2023
Highest Price 5.4380 First Occurred on 19/12/2013
Lowest Price 0.5800 First Occurred on 06/03/2023
Highest Volume 15.000m First Occurred on 11/09/2009

6 days ago

Good123

Monetise its assets... real estates especially

6 days ago

Good123

Geely rescued proton, next one would be pos Malaysia 😁

First Malaysia EV

Example:

Geely is gaining traction as a beta play due to its attractive valuation, solid sales performance, and favorable international exposure. The successful launch of the Galaxy E5, with a weekly run rate exceeding 2,500 units, has strengthened investor confidence.

5 days ago

Good123

Proton eMas 7 is developed concurrently with Geely – shorter lead time for RHD model, shared dev costs

5 days ago

Good123

Proton new cars boost pos logistics biz too

5 days ago

Good123

Tunggu geely to rescue macam proton dulu

3 days ago

Good123

Accumulate while the price has not rebounded

3 days ago

Good123

Relocating for cost efficiency, etc

1 day ago

Good123

Revival is now, time is running
out😉

With 24 consecutive quarters of losses (6 years), Pos’ management is truly elite.

1 day ago

Good123

SINGAPORE – Family offices are shifting their cash towards bonds, and public and private equity, with almost half expecting returns above 10 per cent over the next 12 months.

Public equity allocations were similar globally – between 26 per cent and 30 per cent. Allocations to private credit and real estate funds were also at comparable levels of around 2 per cent.

Bond allocations varied across the globe, with offices in the Asia-Pacific and Latin America giving it more emphasis, compared with the other regions.

1 day ago

Good123

Geely's potential to rescue Pos Malaysia, akin to its involvement with Proton, could be based on several strategic factors:

1. Financial Backing and Capital Investment: Geely has the financial strength to invest heavily in struggling companies. With Proton, Geely provided much-needed capital, helping to stabilize operations, innovate, and modernize Proton's offerings. Similarly, Pos Malaysia could benefit from this financial muscle, allowing the company to expand its services, modernize infrastructure, and invest in technology.


2. Technological Expertise: Geely brought advanced technology and expertise to Proton, revitalizing its vehicle lineup and operational efficiency. Pos Malaysia could leverage Geely’s technology-driven approach to enhance its digital and logistical capabilities. This would be particularly beneficial in areas like automation, e-commerce logistics, and the use of electric vehicles in postal delivery services.


3. Global Market Access: Geely’s international presence helped Proton tap into global markets. Geely could use its network and influence to open up international opportunities for Pos Malaysia, especially in the logistics and e-commerce sectors, where cross-border trade is a growing market.


4. Synergies with Logistics: Geely has experience in the logistics and mobility sectors, which could be synergistic with Pos Malaysia's core business. This could help Pos Malaysia diversify and innovate in its logistics offerings, particularly with the rise of e-commerce, warehousing, and last-mile delivery services.


5. Government Collaboration: In the Proton case, the Malaysian government was a key stakeholder, and any rescue plan for Pos Malaysia would likely require similar cooperation. Geely’s experience with the Malaysian government, coupled with its success in Proton, may make it a trusted partner to support and revitalize Pos Malaysia.



These factors suggest that Geely, leveraging its successful experience with Proton, could provide the resources and expertise to modernize and strengthen Pos Malaysia.

1 day ago

ks55

Pos Malaysia has very lousy service. If you have a AR letter, most likely you will have to make a trip to Post Office to retrieve it.

1 day ago

Good123

Geely's success with Proton provides a strong case for its potential to turn around Pos Malaysia. Here are some reasons why Geely might be able to replicate its success:

1. **Strategic Management**: Geely has a proven track record of implementing effective management strategies and operational efficiencies. Their approach could help streamline Pos Malaysia's operations.

2. **Financial Strength**: Geely's financial resources and investment capabilities can provide the necessary capital for restructuring and modernization efforts at Pos Malaysia.

3. **Technological Expertise**: Geely's focus on innovation and technology could be leveraged to enhance Pos Malaysia's logistics, delivery systems, and digital services, making them more competitive.

4. **Global Experience**: Geely's experience in turning around other companies, including Volvo and Proton, demonstrates their ability to adapt and succeed in different markets and industries.

5. **Partnerships and Synergies**: Geely could form strategic partnerships and leverage synergies with other companies within its portfolio to benefit Pos Malaysia, such as integrating advanced logistics solutions.

6. **Market Understanding**: Geely's understanding of the Southeast Asian market, gained through its work with Proton, can be advantageous in addressing the specific challenges and opportunities in Malaysia.

These factors suggest that Geely has the potential to bring about significant positive changes at Pos Malaysia, similar to its success with Proton.

1 day ago

Willtolive

Macam got potential breakout

1 day ago

Good123

Ringgit soars to 28-month high against USD as Fed cuts rates

22 hours ago

Good123

Tech
Singapore data centre firm buys land across Asia, including Malaysia, to serve AI demand

22 hours ago

Good123

US Fed's 50-bp rate cut seen unleashing funds into Malaysian assets
By Luqman Amin & Anis Hazim / theedgemalaysia.com
19 Sep 2024, 09:13 pm

21 hours ago

Good123

The potential privatization of **Pos Malaysia** by **DRB-HICOM** jointly with **Geely** could be a strategic move, but whether it is very likely depends on several factors. Here’s an analysis of why such a scenario could unfold and what makes it plausible:

### 1. **DRB-HICOM’s Major Stake**
DRB-HICOM holds a majority stake in Pos Malaysia, and they may consider privatizing the company if they see the opportunity to restructure, streamline, and enhance value without the scrutiny and pressure of the public market. DRB-HICOM has done similar moves in the past with its other assets, and this could be part of a broader restructuring strategy.

### 2. **Geely’s Interest in Expanding Operations**
Geely, a major Chinese automotive and technology company, has already partnered with DRB-HICOM through their investment in Proton. Geely has shown interest in expanding its influence in Malaysia and ASEAN, and Pos Malaysia’s infrastructure could complement its logistics, e-commerce, and mobility solutions strategy. By jointly privatizing Pos Malaysia, Geely could bring its technological expertise to enhance operations, such as modernizing logistics through automation and AI.

### 3. **Synergies with Proton and Automotive Logistics**
If Geely and DRB-HICOM take Pos Malaysia private, they could explore synergies between Pos Malaysia’s logistics network and Proton’s automotive supply chain. A fully integrated logistics system could provide cost efficiencies for Geely’s automotive operations, including vehicle distribution, parts delivery, and after-sales services.

### 4. **Turnaround Potential**
Pos Malaysia has faced challenges in recent years due to declining mail volumes, but its logistics and parcel delivery segment has strong growth potential, especially with the boom in e-commerce. Privatizing the company could allow DRB-HICOM and Geely to implement a more aggressive turnaround strategy, focusing on modernizing operations, adopting new technologies, and expanding its e-commerce logistics capabilities. This could make the company more competitive without being hindered by public market pressures.

### 5. **Strategic Fit for Geely’s Global Logistics Ambitions**
Geely has global ambitions in mobility, logistics, and new energy technologies. Privatizing Pos Malaysia could give Geely a foothold in the Malaysian logistics market, which it could potentially expand across Southeast Asia. Given Malaysia’s strategic location and trade links, Pos Malaysia’s logistics capabilities could be an asset in Geely’s long-term plans for expanding its global operations.

### 6. **Government Relations and National Interest**
Since Pos Malaysia plays a key role in national postal services, a joint privatization involving Geely, a foreign entity, would need to navigate regulatory and political hurdles. However, DRB-HICOM’s ties with the Malaysian government may help smoothen this process, especially if the privatization is positioned as a strategic move to strengthen the company’s competitiveness.

### 7. **Potential Funding and Capital Requirements**
Both DRB-HICOM and Geely have the financial capacity to execute such a privatization. If they see long-term value in the deal, they could raise the necessary capital through a combination of debt and equity financing.

### Obstacles to Consider:
1. **Regulatory Approval**: Given the strategic importance of Pos Malaysia, any privatization involving a foreign partner like Geely would likely require regulatory approvals, which could delay or complicate the process.

2. **Stakeholder Opposition**: Some minority shareholders or stakeholders might oppose the move if they feel the privatization undervalues the company or if they have concerns about foreign involvement in a national asset.

3. **Integration Challenges**: Even if the privatization is successful, integrating Pos Malaysia’s logistics operations with Geely’s or DRB-HICOM’s other businesses could pose challenges in terms of culture, technology, and operational alignment.

### Conclusion:
While it is plausible that DRB-HICOM, possibly in partnership with Geely, could privatize Pos Malaysia, especially given the potential synergies and turnaround opportunities, whether it is **very likely** depends on factors such as market conditions, regulatory approvals, and the strategic alignment of both companies. Geely’s involvement could add significant value to the company’s logistics operations, but the privatization process would require careful navigation of regulatory and political landscapes.

14 hours ago

Good123

Here are the possibilities for the privatization of Pos Malaysia by DRB-HICOM jointly with Geely:

- **DRB-HICOM’s Majority Stake**: DRB-HICOM may privatize Pos Malaysia to restructure and enhance value, leveraging its major ownership.

- **Geely’s Interest**: Geely could partner in the privatization to expand its logistics capabilities in Southeast Asia, aligning with its global ambitions.

- **Synergies with Proton**: A joint privatization could create synergies between Pos Malaysia’s logistics network and Proton’s automotive supply chain for greater efficiency.

- **Turnaround Potential**: Privatization could enable a more aggressive turnaround strategy for Pos Malaysia, focusing on e-commerce logistics and modernizing operations.

- **Geely’s Global Logistics Ambitions**: Pos Malaysia could be a strategic asset for Geely’s broader logistics and mobility expansion plans across ASEAN.

- **Government Relations**: DRB-HICOM’s ties with the Malaysian government could facilitate regulatory approval, although political concerns may arise due to Geely’s foreign involvement.

- **Funding Capacity**: Both DRB-HICOM and Geely have the financial means to execute a privatization deal, likely through a combination of debt and equity.

- **Regulatory and Stakeholder Approval**: Potential challenges include gaining regulatory approval and overcoming possible opposition from minority shareholders.

- **Integration Challenges**: Post-privatization, integrating Pos Malaysia’s operations with Geely and DRB-HICOM may present operational and cultural hurdles.

14 hours ago

Good123

More boosters yah hehehe

If Rakuten Trade raises its year-end KLCI target to 1,780 due to improved earnings and a stronger ringgit, it can positively impact Pos Malaysia in several ways:

1. Market Sentiment: A higher KLCI target often indicates improving investor confidence in the Malaysian economy. This positive sentiment can benefit Pos Malaysia as a publicly listed company, potentially attracting more investors to its stock.


2. Stronger Ringgit: A stronger ringgit can reduce the cost of imports and improve the company's financials, especially if Pos Malaysia relies on foreign technology or services. It could also enhance the profitability of its international postal and logistics operations by lowering currency exchange losses.


3. Improved Earnings: If general corporate earnings in Malaysia improve, Pos Malaysia could also benefit from higher demand for its services, especially in logistics and e-commerce, which are sensitive to economic growth.


4. Higher Valuation: With the KLCI rising, Pos Malaysia's stock price might appreciate, improving its market capitalization and allowing it to access capital more easily for expansion or new ventures, such as the potential Pos Shop & Café IPO that you are interested in.



Overall, these economic improvements could create favorable conditions for Pos Malaysia to execute its strategies and potentially enhance its investment appeal.

14 hours ago

Willtolive

not many weak holders left

12 hours ago

Good123

Surge😄

Pos Malaysia Bhd is set to fully transition to electric vehicles by 2030 under its sustainability roadmap, in a move aimed at reducing carbon emissions and lowering operational costs.

7 hours ago

Good123

Pos Malaysia, DRB-HICOM, and Geely working together could be a promising collaboration similar to how DRB-HICOM and Geely successfully revived Proton. The potential reasons for their success include:

1. Strategic Partnership Synergies:

Geely’s Expertise: Geely’s experience with modern logistics technologies, as well as its success in transforming Proton, could be a key factor. Geely’s international reach and technological advancements in digital infrastructure could benefit Pos Malaysia's modernization efforts.

DRB-HICOM’s Local Presence: DRB-HICOM, being a major conglomerate in Malaysia, has a deep understanding of the local market and connections. Its involvement can bridge any gaps between foreign expertise and local market needs, creating a stronger operational base for Pos Malaysia.


2. Digital Transformation and Innovation:

Geely’s Technological Innovations: With Geely’s focus on smart manufacturing, electric vehicles, and digital services, they could bring similar innovations to Pos Malaysia’s logistics operations. This could include the use of automated warehouses, AI-driven supply chain management, and electric delivery fleets, improving efficiency and cost-effectiveness.

Digital Logistics: With Geely’s global logistics expertise, Pos Malaysia can adopt cutting-edge technologies to improve last-mile delivery services, enhance customer experiences, and optimize operations. This shift would allow Pos Malaysia to compete with other e-commerce-driven logistics companies.


3. Revitalization and Growth Strategies:

Proton’s Successful Turnaround: Proton’s transformation with Geely’s help provides a model for how a partnership can work. Proton saw significant improvements in product quality, design, and profitability after Geely introduced best practices, new models, and technology transfers. A similar approach could be taken with Pos Malaysia.

Exploring New Growth Areas: Pos Malaysia could explore additional revenue streams, such as expanding e-commerce logistics, diversifying into digital financial services, or collaborating on smart city initiatives (leveraging Geely’s automotive and infrastructure capabilities).


4. E-commerce and Future Mobility:

Growth in E-commerce: Pos Malaysia could benefit from the ongoing e-commerce boom. Geely’s expertise in integrating logistics networks with new mobility solutions (e.g., smart and electric vehicles) could streamline the process of delivering goods more efficiently, enhancing Pos Malaysia’s services in this high-demand sector.

EV and Autonomous Vehicles: With Geely’s advances in electric vehicles (EVs) and autonomous driving, Pos Malaysia could adopt electric delivery vehicles, which would reduce costs and carbon emissions, while enhancing service quality. Geely's mobility solutions could even extend to the future use of autonomous delivery systems.


5. Strong National Interest:

Government Support: Just like Proton was a matter of national pride and importance, the partnership between DRB-HICOM, Geely, and Pos Malaysia may gain government backing, especially in supporting Malaysia’s ambitions to modernize its logistics and postal services in line with the digital economy.


If Pos Malaysia, DRB-HICOM, and Geely can replicate the strategic alignment and technological collaboration seen in the Proton partnership, this could significantly transform Pos Malaysia into a modern, technology-driven logistics provider capable of competing on both domestic and international levels.

4 hours ago

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