POS MALAYSIA BHD

KLSE (MYR): POS (4634)

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Last Price

0.335

Today's Change

-0.02 (5.63%)

Day's Change

0.335 - 0.35

Trading Volume

1,382,300

IPO Info
Offer Period

Opening

Closing

Time Table

Allotment Date

Listing Date

Price

Issue Price

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Units

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Share Capital

0.000

No of Shares

Public Issue

-

Offer for Sale

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Private Placement

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Issuing House

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ISIN Code

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Prospectus:

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Discussions
12 people like this. Showing 50 of 10,334 comments

GlobalEquity

Downward trend exacerbated by worldwide crashes! Unlike those new IPO counters, AI and DC related counters, where substantial profits were gained (hence can absorb the crash or steep correction), the ever dropping POS is really unfortunate.

2 weeks ago

mf

Dow Jones

Dow Jones Industrial Average

38,814.83

-922.43

2.32%

Nasdaq

NASDAQ Composite

16,313.58

-462.57

2.75%

2 weeks ago

trending

PB not even 0.8. cheap. but its almost like casino.

2 weeks ago

trending

anyway, watch out for coming market dips. its not over yet. time to shop!

2 weeks ago

ocbc

@trending
DRB bought it at RM$3.70 for their 668 outlets n land all over malaysia yet now we can get it at 0.350 , Cheers !

2 weeks ago

ocbc

Correction , DRB bought it at RM$3.70 for its 860 outlets and prime lands all over Malaysia. Now u r able to get it at 1/10 of their entry price. Cheers !!

1 week ago

Good123

Secara keseluruhannya hingga 2024 katanya, sebanyak 50 cawangan Pos Shop akan dibuka di seluruh negara.

"Pos Shop ini merangkumi kedai runcit dan kafe. Jadi pembukaan Pos Shop kelak akan pelbagai dengan ada lokasi mempunyai keduanya atau hanya salah satu kedai runcit atau kafe bergantung kepada keperluan lokasi.

1 week ago

Good123

DRB-HICOM’s acquisition of Pos Malaysia was part of a strategic move to diversify and strengthen its portfolio in logistics and postal services. Pos Malaysia, as the national postal service provider in Malaysia, has a significant infrastructure network across the country. Here are some reasons why DRB-HICOM made this acquisition:

1. **Synergy in Logistics and Postal Services**: DRB-HICOM has a diverse business portfolio that includes automotive, property, and services sectors. By acquiring Pos Malaysia, it aimed to create synergies between its existing logistics operations and Pos Malaysia’s extensive postal network, enhancing its capabilities in the logistics sector.

2. **Expansion into E-commerce**: With the growth of e-commerce in Malaysia, there was an increasing demand for efficient logistics and delivery services. Acquiring Pos Malaysia allowed DRB-HICOM to tap into this growing market and leverage Pos Malaysia's infrastructure to serve e-commerce businesses better.

3. **Diversification**: For DRB-HICOM, acquiring Pos Malaysia was also a way to diversify its revenue streams. The postal service industry, despite facing challenges from digitalization, still plays a crucial role in logistics, and DRB-HICOM saw an opportunity to modernize and potentially profit from it.

4. **Potential for Modernization and Digitalization**: Pos Malaysia, being a traditional postal service, was facing challenges due to the digitalization of communication. DRB-HICOM likely saw the potential to modernize Pos Malaysia, integrating more digital solutions and expanding its services to include more than just traditional mail.

5. **Government Influence and National Interest**: As Pos Malaysia is a key national asset, DRB-HICOM’s acquisition might also have been aligned with national interests, ensuring that the postal service remains in the hands of a strong Malaysian entity capable of modernizing and maintaining its critical role in the country.

Overall, the acquisition was driven by a mix of strategic business considerations, the potential for growth in logistics and e-commerce, and the opportunity to modernize a key national service.

1 week ago

Good123

Pos Malaysia's turnaround potential with the introduction of Pos Shops is a significant initiative aimed at revitalizing the company by expanding its service offerings and modernizing its operations. Here’s how Pos Shops could contribute to Pos Malaysia's turnaround:

### 1. **Diversification of Services**
Pos Shops aim to diversify Pos Malaysia's service offerings beyond traditional postal services. By offering a broader range of services, including retail, e-commerce solutions, financial services, and logistics, Pos Malaysia can attract more customers and generate new revenue streams.

### 2. **Enhanced Customer Experience**
Pos Shops are designed to provide a more modern and customer-friendly environment. This shift can improve customer satisfaction and loyalty, encouraging more frequent use of Pos Malaysia’s services. A better customer experience can drive higher foot traffic and sales.

### 3. **Leveraging Existing Infrastructure**
Pos Malaysia has an extensive network of post offices across the country. By transforming these locations into Pos Shops, the company can maximize the use of its existing infrastructure. This can reduce the need for significant new investments while enhancing the functionality of its physical locations.

### 4. **Supporting E-commerce Growth**
As e-commerce continues to grow in Malaysia, Pos Shops can serve as important hubs for e-commerce activities, including parcel drop-off and pick-up, returns processing, and payment services. By positioning itself as a key player in the e-commerce ecosystem, Pos Malaysia can capitalize on the increasing demand for logistics and delivery services.

### 5. **Creating New Partnerships**
Pos Shops could open up opportunities for strategic partnerships with other businesses, such as financial institutions, retailers, and tech companies. These partnerships can lead to co-branded services, shared resources, and new customer acquisition strategies.

### 6. **Focus on Community Engagement**
By rebranding its post offices as Pos Shops, Pos Malaysia can strengthen its role as a community hub. Offering services that cater to local needs, such as utility bill payments, government services, and small business support, can enhance the company’s relevance in everyday life.

### 7. **Potential Challenges**
However, the success of Pos Shops in turning around Pos Malaysia will depend on several factors:
- **Execution**: The ability to effectively implement and manage these new shops will be crucial.
- **Customer Adoption**: Customers must see value in the new offerings and choose to use Pos Shops over other alternatives.
- **Competition**: Pos Malaysia will face competition from other logistics and retail players who may also be targeting the same customer segments.

### Conclusion
Pos Shops have the potential to play a key role in Pos Malaysia’s turnaround strategy by modernizing its services, enhancing customer experience, and capitalizing on the growth of e-commerce. If well-executed, this initiative could help Pos Malaysia regain its footing in a competitive market and create a sustainable path forward. However, the success will largely depend on how effectively these shops are integrated into the broader strategy and how well they resonate with customers.

1 week ago

ocbc

The current price is so so so cheap to get a hand on 860 outlets (without consider the land value , airfrieght landing right ++ ) 😁

1 week ago

ocbc

slowly slowly collect like those insiders did will do. U r getting these assets for free now.

1 week ago

curiousq

Ang Mo can? already 2 years here, right?

1 week ago

ocbc

this guy got the most experiences in the industry , if he can't , no one else can lor.

1 week ago

Harryww

Q result out this week.

5 days ago

Good123

Pos shop later spin off for ipo, kayalah

*99 Speedmart IPO*

- Listing on 9th Sept with *IPO price of RM1.65,* implied *market cap will be around RM13.68b,* close to Genting Malaysia and AMMB.

- 99 Speed Mart has *cornerstone investors* such as EPF, AIA, GE, Areca, Perkeso.

- *Post IPO,* founder Lee family will still hold c.83% of the company, with *c.17% free float* sold to the public.

- 99 Speed Mart has *2,651 outlets* and target to expand to 3000 outlets by 2025.

- *Past 3-years growth is about 13-14%/year,* and 2023 operating cashflow was c.RM930m (one of the highest in Malaysia).

- *Margins:* PBT margin about 6%, >industry average.

- ⁠*Net cash company.* Net cash about RM28m, with RM79m cash/equivalents, and RM51m borrowings.

- *Valuations:* At listing price of RM1.65, it's trading at about 34.6x 2023 PE.

- *Listing valuations looks fair for a large-cap consumer stock* listed on Bursa, as peers such as MRDIY, Nestle, QL Resources trades at historical PE ratio of c.30-45x.

5 days ago

ocbc

Don't leak out their secret so fast lah

5 days ago

Good123

Pos Malaysia: To shed non-core shipping unit for RM123m. POS Malaysia plans to streamline operations and focus on core business areas by divesting its subsidiary PNSL for approximately RM123.21m, transferring its entire equity interest of 49m shares in PNSL through Pos Logistics to SWA Shipping. The disposal consideration, subject to adjustment on completion, will be entirely settled in cash. (The Malaysian Reserve)

5 days ago

Good123

45-50sen anytime

5 days ago

HengyuanZai

In addition, on behalf of the Board, Maybank IB also wishes to announce that Pos Logistics and SWA had on 19 August 2024 mutually agreed to amend the Completion Date from within 21 days from the Unconditional Date to within 111 days from the Unconditional Date for the Parties to complete the Disposal.

5 days ago

HengyuanZai

What's the meaning ? Disposed already or not?

5 days ago

ocbc

many hidden assets bcu DRB bought it at RM$3.70

5 days ago

Harryww

One day stock. It usually is up one day only, while when down few sessions.

4 days ago

ocbc

Dear Valued Customers,

Please be informed that the International Air Bulk Mail new rates will be implemented effective 15 August 2024. This new rates will only apply to International Air Mail lodged using Bulk Mail Service.

The new rates are as per table below:

Picture4.png

For any enquiries, kindly contact your nearest Bulk Mail Counter (BMC) reach out to us via AskPos at www.pos.com.my/#askpos or on your Pos Malaysia mobile app home screen.

Thank you.

4 days ago

ocbc

Pos Malaysia’s Group Chief Executive Officer Charles Brewer attributed the slower-thanexpected Q2 performance to a continued challenging market environment, specifically related to the parcel segment. Despite the headwinds faced in Q2, Pos Malaysia remains cautiously optimistic about their financial performance for the full year and are committed to their transformation plan, which includes accelerating margin-led businesses, continued cost and capacity management, adopting digital technologies, enhancing the end-to-end customer journey, delivering sustainable growth and creating value for all their stakeholders. “We continue to make solid progress in executing our transformation strategy. Pos Malaysia’s operations are resilient and with our transformation initiatives well under way, we are confident in our ability to deliver improved results for the full year as we continue to focus on driving growth, enhancing operational efficiency, and creating long-term value for our shareholders,” Brewer shared.

3 days ago

Tripaka

Qr is horrible! No wonder keep going down. Management needs a total revamp if not will keep rotting.

3 days ago

chamlo

QR terrible. Possible 30 sen coming?

2 days ago

ocbc

10 cents also possible without consider land values +++ Cheers !!

2 days ago

Willtolive

QR is bad despite transformation. Hold and wait for next QR to see progress

2 days ago

GlobalEquity

As expected, the business should be deemed non viable anymore. Losses every year since 2018! Need a businessman to run a business. Below 30 cents is almost certain before next QR!

2 days ago

curiousq

Ang Mo enjoys malaysian food very much .... his job cum vacation venture is full of joy

2 days ago

curiousq

Posted by Camillaa > 1 minute ago | Report Abuse

pulihkan wang yang hilang di WhatSap 447741749417 Saya baru sahaja mendapatkan semula dana saya daripada penipu dengan keuntungan saya, mesej sekarang untuk bantuan pemulihan


Another Ang Mo tries to take advantage on gullible malaysian

2 days ago

ocbc

That is the reason why they raise International Air Bulk Mail new rates effective 15 August 2024 and ++ .... This angmo already mentioned in the press FY2024 will be in profit. He got the playbook.

2 days ago

curiousq

those suffer loses in investment pls whatsapp the above ang mo to take back your money

2 days ago

ocbc

lol , @curiousq don't help scammer lah. Everyone should press "Report Abuse" to block "Camillaa"

2 days ago

Willtolive

that's why I still hold for the next QR for improvements
it's 22 Aug today, and next QR ends on 30 Sep

2 days ago

ocbc

Cash 126M coming in by just selling small non-core asset, half of the market cap already. 680 outlet selling at 1xxk per outlet now. Much cheaper than 99Speedmart 🤣

2 days ago

Willtolive

Patience is the name of the game

2 days ago

Unknown404

What is the bottom?

2 days ago

Tripaka

30 or below buy

2 days ago

Penarak

Appears bottomless..

1 day ago

Good123

Pos office will cease soon, leave it to the private courier companies to do. Focus on convenient store like speed99

18 hours ago

Good123

Rm100-150mil to expand pos shop & to increase cash


https://www.klsescreener.com/v2/announcements/view/7680015

18 hours ago

Good123

Postal service can leave it to other courier companies in the urban & sub urban areas. Focus on convenient store biz & cafe

17 hours ago

Good123

Focus on logistics & transportation biz also as proton is booming & fdi is rising.

17 hours ago

Willtolive

Hold long term and ignore the noise

15 hours ago

Willtolive

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.

15 hours ago

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