Fgv continues to make losses but share price doubled from 52-week
Because investors look at future value due to continuous improvement and better pricing for its products. Same things for pos.


KUALA LUMPUR (Nov 28): FGV Holdings Bhd narrowed its net loss to RM262.41 million for the third financial quarter ended Sept 30, 2019 (3QFY19), from RM849.46 million in the previous year's corresponding quarter, amid lower impairments.

The group attributed the loss for the quarter to impairments amounting to RM304 million, lower crude palm oil (CPO) price realised and losses in the sugar business.

For comparison, the group made asset impairments amounting to RM788 million in 3QFY18.

The plantation group's revenue increased 11% during the quarter to RM3.55 billion from RM3.19 billion in the previous year's corresponding quarter, despite the sharp decline in CPO price and lower average selling price for sugar.

CPO prices averaged at RM1,983 per metric tonne (MT), it said, which was 11% lower than the average CPO price realised of RM2,224 per MT in the previous year's corresponding quarter.

The plantation sector posted a 15% increase in fresh fruit bunch (FFB) production to 1.24 million MT from 1.08 million MT in 3QFY18.

It saw a marginal increase in its CPO oil extraction rate during the quarter, which supported a 21% increase in CPO production to 832,000 MT, versus 689,000 MT in the previous year.

The better production volumes and operational efficiencies resulted in lower ex-mill costs of RM1,500 per tonne for the quarter, compared with RM1,852 per tonne in 3QFY18.

The downstream sector also saw improved performance, with the gross profit margin for the palm kernel processing business improving to 7%, compared to 2% in 3QFY18.

Meanwhile, the sugar segment posted RM220 million of loss for 3QFY19, versus a profit of RM22 million in the previous corresponding quarter, due to an impairment of RM145 million for property, plant and equipment.

The business was also hit by a 3% and 4% decline in average selling price for MSM Malaysia Holdings Bhd's domestic and industry segments respectively, which was attributed to an increase in the issuance of approved permits.

For the nine months ended Sept 30, its net loss was lower at RM317.98 million, compared with its net loss of RM871.77 million a year earlier, while revenue fell 1% to RM10.1 billion to RM10.2 billion.

In a statement, FGV group chief executive officer Datuk Haris Fadzilah Hassan said the group's transformation plan was bearing fruit, evidenced by the significant improvement in operational performance.

"With higher CPO price in the fourth quarter, our improving operational numbers bode well for the future," he added.

FGV shares fell two sen or 1.61% to RM1.22, giving a market capitalisation of RM4.45 billion.

Harvest time Kian dekat, jangan lari, rugi :)

Your 5 Qs wait will be over pretty soon. Persevere, in the money soon :)

Posted by aventusone > Nov 29, 2019 1:55 PM | Report Abuse

I still holding Pos. And duno what to do. 5 consecutive quarter lost, and you think its serious? LG Korea can tahan 18 consecutive quarter of lost. LoL

Good move for investment, lending money, etc. create an apps to buy and sell gold online with live info...Can franchise it :)


Pos ArRahnu is our one-stop gold centre. Starting as a gold
asset-based micro-financing provider, Pos ArRahnu
successfully transformed into a one-stop gold centre that
provides micro-financing services, buying and selling of
physical gold, retailing of gold jewellery and safe-keeping of
gold. This year, Pos ArRahnu operated from a total of 80
outlets located within selected post offices.
We will continue to expand ArRahnu business given its
significant value proposition and potential to contribute
towards Pos Malaysia’s growth.

Pos's top management is smart, work with China's Courier Giant. Willing to share, etc. Hopefully swap shares too. :) Great achievement!

**************The next phase will be expanded into synergistic sharing of assets and new product development.

The aim is to provide SMEs and consumers with an enhanced customer experience through a seamless cross-border delivery services at an affordable price.

The memorandum of intent was penned by Syed Md Najib and STO Express International CEO Danny Liu. Pos Malaysia chairman Datuk Yasmin Mahmood and STO Express International chairman Zhu Qun witnessed the event.

STO Express International is part of the STO Express Group, a China-based courier giant which is headquartered in Shanghai, China. Established in 1993, STO Express operates in more than 50 countries with over 300,000 employees, recording 17 billion yuan (RM10.2 billion) in revenue in 2018, having handled 5.1 billion parcels.******************


Pos Malaysia partners China’s STO Express for international courier services

Monday, August 5th, 2019 at , Business | News

It will help SMEs accelerate the growth of e-commerce in the country and contribute positively to the GDP, says Syed Md Najib

By TMR

POS Malaysia Bhd has entered into a collaboration with STO Express International Co Ltd, a China-based express business leader to jointly explore crossborder cooperation.

The cooperation will provide the businesses in the South-East Asia especially to the small and medium enterprises (SMEs) within the region, an end-to-end logistics platform with improved efficiency in international courier services at an affordable rate. This positions Malaysia as a gateway to the Asean region.

Pos Malaysia group CEO Syed Md Najib Syed Mohd Noor said both Pos Malaysia and STO Express International are leaders in the courier, express and parcel segment in their respective countries, so this tie-up will strengthen their positions through the exchange of best practices and technology in establishing an end-to-end logistics platform for SMEs, as well as individual consumers, thus providing a one-stop solution platform for international courier services.

“This will help SMEs accelerate the growth of e-commerce in the country and contribute positively to the GDP.

“Both parties will fully realise their common vision and goals in building a faster, stable, transparent, comprehensive and customised product and service offerings by cross leveraging their current infrastructures from logistics, warehousing and best practices in the South-East Asia. In time, the services will be offered to other countries including the US and Europe.

“This serves as a catalyst of business growth in the area of e-commerce and it will further propel SME businesses to expand in the South-East Asia market. In fact, it will be an excellent ground to promote Malaysian products into China and vice versa,” he said in a statement last Friday.

The project kick-off will include the integration of information technology system between both companies and the launch of the pilot delivery model plan by the middle of this month.

The next phase will be expanded into synergistic sharing of assets and new product development.

The aim is to provide SMEs and consumers with an enhanced customer experience through a seamless cross-border delivery services at an affordable price.

The memorandum of intent was penned by Syed Md Najib and STO Express International CEO Danny Liu. Pos Malaysia chairman Datuk Yasmin Mahmood and STO Express International chairman Zhu Qun witnessed the event.

STO Express International is part of the STO Express Group, a China-based courier giant which is headquartered in Shanghai, China. Established in 1993, STO Express operates in more than 50 countries with over 300,000 employees, recording 17 billion yuan (RM10.2 billion) in revenue in 2018, having handled 5.1 billion parcels.

Good proposal, every 3 years instead of 10 years... but durian runtuh money for investors once every 10 years pula :)

New tariffs to reverse Pos Malaysia's losses, says minister
https://www.thesundaily.my › local › new-tariffs-to-reverse-pos-malaysia-s...
Sep 12, 2019 - After 2010, there was supposed to be a small increase every three years. ... When the rate was increased in 2010, Pos Malaysia's earnings ...

retail investors can sell to KWAP, etc. :) Time to buy, not sell :)

Thursday, 28 Nov 2019

5:13PM POS KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (60,000 units Acquired)


Wednesday, 27 Nov 2019

5:17PM POS KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (10,000 units Acquired)

Will be at multi-years high soon :) 2010 repeats itself :)

Pos M'sia at 3-year high on upcoming rate hike | The Edge ...
https://www.theedgemarkets.com › article › pos-m’sia-3-year-high-upcomin...
Apr 8, 2010 - KUALA LUMPUR: The inflow of news on Pos Malaysia Bhd of late brews ... The postal rate revision, which will take effect in July this year, will increase prices ... the hike could boost Pos Malaysia's prospective earnings per share by ... bottom-line by 38.5% and 174% respectively in 2011 against FY09 figures.

minister also says so, pasti jadi :)

New tariffs to reverse Pos Malaysia's losses, says minister
https://www.thesundaily.my › local › new-tariffs-to-reverse-pos-malaysia-s...
Sep 12, 2019 - After 2010, there was supposed to be a small increase every three years. ... When the rate was increased in 2010, Pos Malaysia's earnings ...
You visited this page on 11/27/19.

minister also says so :)

New tariffs to reverse Pos Malaysia's losses, says minister
https://www.thesundaily.my › local › new-tariffs-to-reverse-pos-malaysia-s...
Sep 12, 2019 - After 2010, there was supposed to be a small increase every three years. ... When the rate was increased in 2010, Pos Malaysia's earnings ...
You visited this page on 11/27/19.

Alright, kami percaya, Terima Kasih :) mau announce dah.

"The change in the global postal landscape has urged us to seek an urgent postal tariff regulation review from the government, which is expected to materialise by early 2020," Pos Malaysia group chief executive officer Syed Najib Syed Md Noor said in a statement filed with Bursa Malaysia.

:)

Pos said it would revise its international postage rates in tandem with the increase by the Universal Postal Union starting January 2020 to align its operation cost.

The company guided for postage rates for delivery to increase by 30% to 210% starting next year, and may further increase by up to another 50% in 2021.

This is due to the US increasing its terminal dues rates, as well as other countries reaching an agreement to increase their own postal rates.

International mails/parcels make up about 5% of total postal traffic of Pos.

POS malaysia sudah mau bagi xmas gifts :) direct deal transactions. most recent one at rm1.86 :)

History
Date Price Change Dir-Volume Day Volume Dir-Value Day Value Avg Price % of Total Share Remarks
29/07/2019 00:00:00 1.8600 0.1100 60,000 60,000 111,600 111,600 1.8600 0.0077 -
28/11/2018 00:00:00 2.1500 -0.0400 5,000 5,000 10,750 10,750 2.1500 0.0006 -
16/10/2017 00:00:00 5.2500 -0.0800 292,400 292,400 1.535m 1.535m 5.2500 0.0374 -
13/10/2017 00:00:00 5.0780 -0.2120 2.540m 2.540m 12.898m 12.898m 5.0780 0.3245 -
03/07/2017 00:00:00 5.3000 - 253,500 253,500 1.344m 1.344m 5.3000 0.0324 -
21/06/2016 00:00:00 2.5290 -0.0310 1.436m 1.436m 3.632m 3.632m 2.5290 0.2674 -
04/12/2015 00:00:00 3.3600 - 109,100 271,500 366,576 912,240 3.3600 0.0203 -
04/12/2015 00:00:00 3.3600 - 162,400 271,500 545,664 912,240 3.3600 0.0302 -
24/08/2015 00:00:00 3.3700 -0.5600 18,000 18,000 60,660 60,660 3.3700 0.0034 -
24/07/2015 00:00:00 4.2000 -0.1300 5,000 5,000 21,000 21,000 4.2000 0.0009 -
20/07/2015 00:00:00 4.1001 -0.1999 6,666 6,666 27,331 27,331 4.1001 0.0012 -
02/09/2014 00:00:00 4.9000 0.0500 1,000 1,000 4,900 4,900 4.9000 0.0002 -
27/03/2014 00:00:00 4.7000 -0.0200 1,850 1,850 8,695 8,695 4.7000 0.0003 -
19/12/2013 00:00:00 5.4380 -0.0620 560,000 560,000 3.045m 3.045m 5.4380 0.1043 -
28/03/2013 00:00:00 4.2190 -0.0110 1.014m 1.014m 4.278m 4.278m 4.2190 0.1888 Cross Trade
27/03/2013 00:00:00 4.2180 -0.0020 1.309m 1.309m 5.521m 5.521m 4.2180 0.2437 Cross Trade
21/03/2013 00:00:00 4.1620 0.0120 500,000 500,000 2.081m 2.081m 4.1620 0.0931 Cross Trade
13/08/2012 00:00:00 3.0604 0.0004 1,192 1,192 3,648 3,648 3.0604 0.0002 Cross Trade
20/06/2012 00:00:00 2.6000 -0.1300 359,500 359,500 934,700 934,700 2.6000 0.0669 Cross Trade
22/07/2011 15:44:27 3.1700 -0.0200 200,000 200,000 634,000 634,000 3.1700 0.0372 Cross Trade
12/04/2011 14:23:42 3.5000 -0.0500 610,200 610,200 2.136m 2.136m 3.5000 0.1136 Cross Trade
18/03/2011 15:07:44 3.1500 0.0300 651,600 651,600 2.053m 2.053m 3.1500 0.1213 Cross Trade
10/03/2011 16:43:13 3.3600 0.3100 600,000 600,000 2.016m 2.016m 3.3600 0.1117 Cross Trade
08/03/2011 10:48:23 3.0500 - 500,000 500,000 1.525m 1.525m 3.0500 0.0931 Cross Trade
01/03/2011 12:15:04 3.1000 -0.0200 500,000 500,000 1.550m 1.550m 3.1000 0.0931 Cross Trade
09/11/2010 15:25:09 3.1800 -0.0200 1.170m 1.170m 3.721m 3.721m 3.1800 0.2179 Cross Trade
29/09/2010 16:17:08 3.2900 -0.0200 10,000 10,000 32,900 32,900 3.2900 0.0019 Cross Trade
24/08/2010 16:06:50 3.2000 -0.0300 40,000 40,000 128,000 128,000 3.2000 0.0074 Cross Trade
20/07/2010 15:06:28 3.2680 0.0680 40,000 40,000 130,720 130,720 3.2680 0.0074 Cross Trade
30/04/2010 17:05:08 3.0300 0.1500 5,000 5,000 15,150 15,150 3.0300 0.0010 Cross Trade
27/04/2010 17:05:08 3.0200 0.0300 10,000 10,000 30,200 30,200 3.0200 0.0020 Cross Trade
13/04/2010 17:05:07 3.2300 0.0500 50,000 50,000 161,500 161,500 3.2300 0.0090 Cross Trade
15/10/2009 17:05:07 2.0200 -0.2600 126,000 126,000 254,520 254,520 2.0200 0.0230 -
14/09/2009 11:01:16 2.3000 -0.0200 2.270m 2.270m 5.221m 5.221m 2.3000 0.4227 -
11/09/2009 10:49:01 2.3000 -0.0500 10.000m 25.000m 23.000m 57.500m 2.3000 1.8621 -
11/09/2009 10:48:27 2.3000 -0.0500 15.000m 25.000m 34.500m 57.500m 2.3000 2.7932 -
02/09/2009 15:18:44 2.1800 0.0600 1.176m 1.176m 2.563m 2.563m 2.1800 0.2189 Cross Trade
27/08/2009 17:05:09 2.2000 - 1.470m 1.470m 3.234m 3.234m 2.2000 0.2740 Cross Trade
19/08/2009 17:05:10 2.2400 - 1.700m 2.030m 3.808m 4.547m 2.2400 0.3170 Cross Trade
19/08/2009 17:05:10 2.2400 - 330,000 2.030m 739,200 4.547m 2.2400 0.0610 Cross Trade
23/06/2009 17:05:09 1.8600 -0.2800 9,250 9,250 17,205 17,205 1.8600 0.0020 Cross Trade
31/03/2009 17:05:10 2.1200 0.0100 209,000 209,000 443,080 443,080 2.1200 0.0390 Cross Trade
26/02/2009 17:05:10 2.1000 -0.0400 139,000 139,000 291,900 291,900 2.1000 0.0260 Cross Trade

Summary from 26/02/2009 to 29/07/2019
Highest Price 5.4380

Pos Akan Naik . Terbukti .coming :)

Particularly, for Pos Malaysia, the group said the challenging landscape is being managed with the application on tariff rebalancing which is expected to conclude positively to improve its overall performance.

Pos logistics can do more biz related to proton cars, etc from drb. KUALA LUMPUR (Nov 28): DRB-Hicom Bhd reported a net profit of RM40.08 million for the three months ended Sept 30, 2019, compared with a net loss of RM11.42 million a year ago, boosted by the better fortunes of its subsidiary Proton Holdings Bhd.

The group said its better profitability was helped also by an exceptional gain on disposal of its partial equity interest in Motosikal dan Enjin Nasional Sdn Bhd (Modenas) amounting to RM33.59 million, although its services sector was affected by the unfavourable results of Pos Malaysia Bhd.

Revenue rose 12.9% on-year to RM3.59 billion, from RM3.18 billion previously, contributed mainly by its automotive sector, its exchange filing today showed.

For the six-month period ended Sept 30, 2019, DRB-Hicom registered a net profit of RM86.29 million, versus a net loss of RM78.02 million in the corresponding period last year. Cumulative revenue rose 20.4% to RM7.03 billion, from RM5.84 billion previously.

DRB-Hicom, which changed its financial year end from March 31 to Dec 31, said it expects to achieve satisfactory operating results for the full financial year that covers a nine-month period ending Dec 31, 2019.

The group said it has been steadfast in improving its financial performance under the current challenging environment.

"Backed by its well performing automotive sector, the national carmaker Proton has underpinned this sector's growth with its market share increasing to 15.8% year-to-date from 10.8%. Apart from its first-ever sports utility vehicle, the X70, demand for other revamped models such as the Saga, Persona, Iriz and Exora has also boosted the brand's appeal to the market.

"This has enabled Proton to register as the second best-selling automotive brand in the country. Meanwhile, the group's other automotive marques will seek to gain momentum with year-end sales promotions," DRB-Hicom said.

For its other businesses, DRB-Hicom said the focus will remain on prudent cost management efforts and improving operating efficiency.

Particularly, for Pos Malaysia, the group said the challenging landscape is being managed with the application on tariff rebalancing which is expected to conclude positively to improve its overall performance.

DRB-Hicom shares closed 4 sen or 1.65% lower at RM2.39, with 2.95 million shares traded, valuing it at RM4.62 billion.

Good to see KWAP started buying pos malaysia again :) good new OTW :)

28-Nov-2019 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) acquired 60,000 shares on 27-Nov-2019.
27-Nov-2019 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) acquired 10,000 shares on 26-Nov-2019.

Solid list of institutional funds. Confidence was intact :)

ANALYSIS OF
SHAREHOLDINGS
as at 28 June 2019

No. Name of Shareholders No. of Shares %
1 MAYBANK NOMINEES (TEMPATAN) SDN BHD
KUWAIT FINANCE HOUSE (MALAYSIA) BERHAD FOR HICOM HOLDINGS BERHAD (410984)
225,030,030 28.75
2 CARTABAN NOMINEES (TEMPATAN) SDN BHD
DRB-HICOM BERHAD
172,997,399 22.10
3 KUMPULAN WANG PERSARAAN (DIPERBADANKAN) 56,946,600 7.27
4 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
EMPLOYEES PROVIDENT FUND BOARD
52,672,388 6.73
5 MAYBANK NOMINEES (TEMPATAN) SDN BHD
MTRUSTEE BERHAD FOR CIMB ISLAMIC DALI EQUITY GROWTH FUND
(UT-CIMB-DALI)(419455)
26,716,400 3.41
6 HICOM HOLDINGS BERHAD 20,720,721 2.65
7 AMANAHRAYA TRUSTEES BERHAD
AMANAH SAHAM BUMIPUTERA
10,626,600 1.36
8 URUSHARTA JAMAAH SDN BHD 7,218,400 0.92
9 HSBC NOMINEES (ASING) SDN BHD
JPMCB NA FOR VANGUARD EMERGING MARKETS STOCK INDEX FUND
6,417,600 0.82
10 CARTABAN NOMINEES (ASING) SDN BHD
EXEMPT AN FOR UNION BANCAIRE PRIVEE, UBP SA, SINGAPORE BRANCH
6,000,000 0.77
11 HSBC NOMINEES (ASING) SDN BHD
JPMCB NA FOR VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
5,086,190 0.65
12 CARTABAN NOMINEES (ASING) SDN BHD
EXEMPT AN FOR STATE STREET BANK & TRUST COMPANY (WEST CLT OD67)
4,370,100 0.56
13 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
EMPLOYEES PROVIDENT FUND BOARD (CIMB PRIN)
4,216,200 0.54
14 HSBC NOMINEES (TEMPATAN) SDN BHD
HSBC (M) TRUSTEE BHD FOR CIMB ISLAMIC DALI EQUITY THEME FUND
3,607,600 0.46
15 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
EMPLOYEES PROVIDENT FUND BOARD (RHB INV)
3,345,000 0.43
16 MAYBANK NOMINEES (TEMPATAN) SDN BHD
NATIONAL TRUST FUND (IFM EASTSPRING) (410140)
3,000,000 0.38
17 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
VALUECAP SDN BHD
2,922,300 0.37
18 CITIGROUP NOMINEES (ASING) SDN BHD
CBNY FOR DFA EMERGING MARKETS SMALL CAP SERIES
2,674,200 0.34
19 CARTABAN NOMINEES (ASING) SDN BHD
EXEMPT AN FOR RBC INVESTOR SERVICES TRUST (CLIENTS ACCOUNT)
2,499,091 0.32
20 CIMB GROUP NOMINEES (TEMPATAN) SDN BHD
CIMB BANK BERHAD (EDP 2)
2,205,000 0.28
21 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
EMPLOYEES PROVIDENT FUND BOARD (ARIM)
2,000,000 0.26
22 MIDF AMANAH INVESTMENT NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR MOHAMED FAHMI BIN MOHAMED ILYAS
(CTS-MFM0010C)
2,000,000 0.26
23 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
EMPLOYEES PROVIDENT FUND BOARD (CPIAM EQ)
1,800,000 0.23
24 MAYBANK NOMINEES (TEMPATAN) SDN BHD
BANK KERJASAMA RAKYAT (M) BERHAD (412803)
1,792,000 0.23
25 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (PRINCIPAL EQITS)
1,784,000 0.23
26 UOB KAY HIAN NOMINEES (ASING) SDN BHD
EXEMPT AN FOR UOB KAY HIAN PTE LTD (A/C CLIENTS)
1,761,677 0.23
27 CIMB ISLAMIC NOMINEES (TEMPATAN) SDN BHD
PRINCIPAL ISLAMIC ASSET MANAGEMENT SDN BHD FOR LEMBAGA TABUNG HAJI
1,627,300 0.21
28 AMSEC NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR KOK CHIN SIANG
1,591,000 0.20
29 MAYBANK NOMINEES (TEMPATAN) SDN BHD
MAYBANK TRUSTEES BERHAD FOR RHB CAPITAL FUND (200189)
1,495,000 0.19
30 HSBC NOMINEES (ASING) SDN BHD
JPMCB NA FOR EMERGING MARKETS SMALL CAPITALISATION EQUITY INDEX
NONLENDABLE FUND
1,275,400 0.16
TOTAL 636,398,196 81.31

Pos Malaysia could be a dark horse in 2020 like FGV this year. happy investing :)

OTHER BUSINESSES
We offer additional services under other business
segments:
1. Pos ArRahnu
Pos ArRahnu is our one-stop gold centre. Starting as a gold
asset-based micro-financing provider, Pos ArRahnu
successfully transformed into a one-stop gold centre that
provides micro-financing services, buying and selling of
physical gold, retailing of gold jewellery and safe-keeping of
gold. This year, Pos ArRahnu operated from a total of 80
outlets located within selected post offices.
We will continue to expand ArRahnu business given its
significant value proposition and potential to contribute
towards Pos Malaysia’s growth.

2. Pos Digicert
Pos Digicert is our digital certification business. As a licensed
certificate authority, we offer digital IDs, authentication and
validation services, digital signing, managed security and
consultancy services. To date, the total active subscribers
for the eFiling application alone is more than 4.5 million. In
addition, we provide public key infrastructure services to the
Immigration Department of Malaysia for advance border
protection and security via the Extended Access Control
(EAC) protocol.
Pos Digicert also implemented the digital “certified true copy”
(CTC) for Companies Commission of Malaysia (CCM) that
provides an added layer of security for CCM’s online statutory
documents repository services. Additionally, we were accepted
as a member of the Adobe Approved Trust List that allows
customers to use Pos Digicert’s digital certificates to digitally
sign their PDF documents.
3. Data Pos
Data Pos is our mailing solutions unit, which provides a range
of services including data processing, bulk printing, envelope
inserting, ePresentment, record storage and mailing. It also
offers a hybrid mail service to complement the range of
services offered by Pos Malaysia.

With better use of technology and
data, we are creating better customer
experiences.

INTERNATIONAL
Our international business connects Malaysia to the rest of the
world. The primary work of our international business unit consists
of the cross-border business, in which eCommerce customers
deliver their items to various destinations across the globe. This
is supported by our international hub and gateway in KLIA, as
well as our global postal network.
In FY2019, our international business revenue decreased by
RM13.2 million (8%), which is primarily due to the impact of
regulated pricing coupled with a rise in terminal dues. To overcome
this, we are working with our regulator to revise the international
tariff to allow cost recovery on the terminal dues that we pay.
The increase in cross-border eCommerce volume will drive the
growth of international business. Where appropriate, we will seek
to establish bilateral arrangements with relevant postal
administrations, as well as liaising with high-value aggregators
and regional marketplace platforms.
We will also strengthen international postal collaborations through
the Universal Postal Union (UPU), Asian-Pacific Postal Union,
ASEAN and other forums, thus forging closer alliances with other
postal administrations. We will also continue to actively participate
in the Asia Pacific Post Cooperative, which conducts research
and projects that increase the competitive edge of regional postal
services. As cross-border eCommerce continues to expand at
a rapid rate, our international business will diversify its services
to satisfy the increasing demand.

AVIATION
Pos Aviation is the only licensed independent ground handler in
Malaysia. This business segment offers a comprehensive range
of services that provide a seamless and reliable experience to
flight passengers. We implement systems and technology that
ease passenger handling, baggage services and charter flights.
Our services extend beyond ground-level, as we also accommodate
air cargo handling, in-flight catering, eCommerce and engineering
services.
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). Revenue
from Pos Aviation increased by 5% for FYE2019 (RM288 million),
which is mainly due to the aggressive business growth from
Ground Handling, Sabah and Sarawak Stations, Aircraft Engineering
and In-flight Catering.

We also managed to secure an additional catering contract to
provide meals for the primary routes of two major Malaysia
Airlines flights. Additionally, our ground staff at the cargo terminal
handled 235,166 tonnes of items, a 2% increase from FY2018.
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. Asia-Pacific, specifically,
will lead the world traffic with a three-fold increase in the traffic
serving this region by the end of the forecast period.
The thriving eCommerce sector, which has grown rapidly by 71%
in ASEAN over the past 4 years, will also present a growth
opportunity for Pos Aviation. The total value of eCommerce sales
for the end of 2019 is expected to reach US$64.8 billion within
the ASEAN region, and eCommerce providers will require fast
responses and strategic logistics.

BUSINESS
REVIEW

To revive our competitive edge, we are maximising the efficiency
of the logistics operations. We are establishing mechanisms that
improve our end-to-end supply chain and processing capabilities,
i.e. automated warehousing, which consequently increases Pos
Logistics’ competitive edge.
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.

In addition to the conventional haulage services, Pos Logistics
diversified into specialised haulage services, which is a niche
market that provides long-term contracts and higher profit
margins. Pos Logistics is expected to benefit from the
Government’s recent announcement to reinstate two (2)
megaprojects: The Bandar Malaysia Project worth RM140 billion;
and East Coast Rail Link Project worth RM44 billion. This will
certainly provide Pos Logistics with the opportunity to participate
in the projects by providing freight forwarding and transportation
services.
Similarly, the completion of the Jimah East Plant is forecasted
to increase coal demand to 30 million tonnes per annum by the
end of 2019. As a major carrier amongst the four (4) appointed
carriers to manage the import shipment of the coal from
Kalimantan, Pos Logistics will directly benefit from this rise in
coal demand.

LOGISTICS
Pos Logistics offers multi-modal logistics services including
automotive, e-commerce, marine, and supply chain solutions. This
addition to our postal and courier logistics capability reinforces
our commitment to creating an end-to-end logistics chain for our
customers.
Revenue from our Logistics segment dropped from RM425 million
in FY2018 to RM301 million in FY2019. The reduction was mainly
caused by the lack of sizeable projects to replace the almost
completed RAPID project logistics contract. However, a number
of significant logistics contracts were secured towards the end
of the financial year.

COURIER
Pos Laju is the nation’s leading courier provider with the largest
courier fleet in Malaysia and the widest delivery network coverage.
Our presence extends to even the most remote areas in the
country, providing better accessibility and connectivity to all of
Malaysia and beyond.
The growing eCommerce sector in Malaysia presents a great
opportunity for our courier business. We are in the process of
increasing our touchpoints which will capture a higher volume
of business. Therefore, we are improving our digital capabilities
and deploying technology that will increase the efficiency of our
operations and processes to handle the increased volume.
As the Group’s largest business unit, Pos Laju contributed over
35% to our overall revenue. For FY2019, due to the higher volume
of delivered items from the eCommerce growth, our courier
revenue experienced a 6% rise to RM824 million.

We launched a number of new products that cater to different
customer needs. EziFulfilment, for instance, allows SMEs to
enjoy end-to-end services, ranging from the managing of
inventory at the warehouse to the last-mile delivery. We also
rebranded the Pos Express Service as Xpres Drop, which offers
economic-value offerings to micro-entrepreneurs.
Pos Laju is focusing on elevating customer experience, such
as introducing a Pos Rider Mobile app that enables customers
to determine where and when they receive their deliveries with
better visibility. We also established an e-connote system for
the digitisation of acceptance, saving manual processing.

POSTAL SERVICES
Our postal services business covers basic mail services and
retail business. In FY2019, Postal Services’ revenue of RM698
million contributed 30% to the Group’s total revenue, a slight 5%
decline from the last financial period. This is mainly due to the
continued structural decline in mail volumes.
In response to the decline in mail volume, we are shifting our
business model to meet the demands of the booming eCommerce
sector. For example, we are transforming our retail stores as
touchpoints for eCommerce fulfilment, elevating customer
convenience. Our mail delivery personnel will be offered
opportunities to be further involved in eCommerce delivery so
that they continue to be fully productive in light of declining mail
volumes.

syabas

GOING FORWARD
A tariff rebalancing will not be sufficient
to ensure our business sustainability. We
have a transformation plan where cost
leadership is the main theme. Part of our
plan is to examine and change our cost
structure to be more variable and to
reduce our fixed cost base. This includes
revising how we pay our people and
rationalising our touchpoints. We are also
changing our operations to be more agile
and efficient. These and other initiatives
will reduce our cost and increase our
efficiency

We understand that postal operators around the world are moving towards a more deregulated pricing model and this allows them
increased pricing flexibility to responsibly balance their universal service obligations against the ever-rising costs and coverage
needs of the community. We are working with our regulator on the appropriate mechanisms to manage the changes in the technology
and marketplace.
Although disruptive and emerging technology is causing the mail volume decline, it also provides new business opportunities. The
booming eCommerce sector in Malaysia is projected to grow at 15% per annum. Thus, competition for last-mile delivery is intense
with over 100 courier companies sharing the market.
Increasingly we are in competition with new-age tech-based industry players, namely the aggregators and resellers as well as foreign
players that are creating a deeper presence in Malaysia. Despite the competition, we are confident in our ability to leverage on our
strengths and meet this competitive environment. We continue to invest in building our digital capacity and automation capability,
which will result in enhanced efficiency and lower costs, enabling us to be more competitive in the market.

ada pakai otak :)

FY2020 PRIORITIES

Deploy new core network with additional
functions that support the growing
courier business requirements
• Revamp Mobile App with enhanced
features such as intuitive UI/UX, delivery
r e s c h e d u l i n g , m a r k e t i n g p u s h
notification and bill payment
• Introduction a new web portal for parcel
delivery quotation and prepaid
purchase, complete with customer
dashboard for easier management

Deploy parcel lockers at a total of 240
EziBox parcel lockers locations
• Launch self-service counters
• Deploy eConnote system (printed
consignment notes) in all Post Offices
and Pusat Pos Laju
• R a t i o n a l i s e t o u c h p o i n t s w h i l s t
increasing number of partner-operated
Post Offices

Introduce new shuttling model to
improve utilisation of IPC1 and IPC2 and
reduce congestion
• Build a semi-autonomous mini-hub in
Northern region to improve parcel
processing efficiency
• Crowdsource last-mile delivery riders
to meet surge demand


Introduce new entrepreneurship
scheme to allow Pos Malaysia staff to
become a last-mile delivery partner

FY2019 ACHIEVEMENTS

Launched eBusiness Service Platform
(eBSP), which enables quicker customs
declaration and is integrated to DFTZ
eServices platform for cross-border
eCommerce business

Deployed 6,000 parcel lockers at 139
EziBox parcel locker locations
• Delivered over 460,000 parcels via 100
EziDrop drop-off machines

Expanded automated parcel processing
capacity from 300,000 parcels per day
to a total of over 500,000 parcels per
day
• Redeployment of mail delivery staff to
parcel delivery function

S a l a r y a l i g n m e n t a n d b e n e f i t
improvement for non-executive
workforce

further announcement on this partnership would help boost investors' appetite in pos malaysia also :)

The project kick-off will include the integration of information technology system between both companies and the launch of the pilot delivery model plan by the middle of this month.

The next phase will be expanded into synergistic sharing of assets and new product development.

The aim is to provide SMEs and consumers with an enhanced customer experience through a seamless cross-border delivery services at an affordable price.

The memorandum of intent was penned by Syed Md Najib and STO Express International CEO Danny Liu. Pos Malaysia chairman Datuk Yasmin Mahmood and STO Express International chairman Zhu Qun witnessed the event.

STO Express International is part of the STO Express Group, a China-based courier giant which is headquartered in Shanghai, China. Established in 1993, STO Express operates in more than 50 countries with over 300,000 employees, recording 17 billion yuan (RM10.2 billion) in revenue in 2018, having handled 5.1 billion parcels.

This agreement with China's STO signed in Aug 2019 would help Pos Malaysia as they integrate their systems, processes, etc. :)

Pos Malaysia partners China’s STO Express for international courier services

Monday, August 5th, 2019 at , Business | News

It will help SMEs accelerate the growth of e-commerce in the country and contribute positively to the GDP, says Syed Md Najib

By TMR

POS Malaysia Bhd has entered into a collaboration with STO Express International Co Ltd, a China-based express business leader to jointly explore crossborder cooperation.

The cooperation will provide the businesses in the South-East Asia especially to the small and medium enterprises (SMEs) within the region, an end-to-end logistics platform with improved efficiency in international courier services at an affordable rate. This positions Malaysia as a gateway to the Asean region.

Pos Malaysia group CEO Syed Md Najib Syed Mohd Noor said both Pos Malaysia and STO Express International are leaders in the courier, express and parcel segment in their respective countries, so this tie-up will strengthen their positions through the exchange of best practices and technology in establishing an end-to-end logistics platform for SMEs, as well as individual consumers, thus providing a one-stop solution platform for international courier services.

“This will help SMEs accelerate the growth of e-commerce in the country and contribute positively to the GDP.

“Both parties will fully realise their common vision and goals in building a faster, stable, transparent, comprehensive and customised product and service offerings by cross leveraging their current infrastructures from logistics, warehousing and best practices in the South-East Asia. In time, the services will be offered to other countries including the US and Europe.

“This serves as a catalyst of business growth in the area of e-commerce and it will further propel SME businesses to expand in the South-East Asia market. In fact, it will be an excellent ground to promote Malaysian products into China and vice versa,” he said in a statement last Friday.

The project kick-off will include the integration of information technology system between both companies and the launch of the pilot delivery model plan by the middle of this month.

The next phase will be expanded into synergistic sharing of assets and new product development.

The aim is to provide SMEs and consumers with an enhanced customer experience through a seamless cross-border delivery services at an affordable price.

The memorandum of intent was penned by Syed Md Najib and STO Express International CEO Danny Liu. Pos Malaysia chairman Datuk Yasmin Mahmood and STO Express International chairman Zhu Qun witnessed the event.

STO Express International is part of the STO Express Group, a China-based courier giant which is headquartered in Shanghai, China. Established in 1993, STO Express operates in more than 50 countries with over 300,000 employees, recording 17 billion yuan (RM10.2 billion) in revenue in 2018, having handled 5.1 billion parcels.

For Aviation business, discussions with the targeted airlines planning to expand their operation to
Malaysia are ongoing. We are also establishing joint ventures through strategic partnerships with global
industry players to enable us to leverage on their global network to enhance revenue and profitability.
Included in the plans are doing out-of-phase checks for engineering services, exploring the
opportunities created by the One Belt One Road (OBOR) initiatives by engaging global logistics
companies, airlines and e-commerce companies to increase the volume of e-commerce business
handled.

The outlook for the Logistics business is largely driven by the automotive industry. We are capitalising
on the new models from our existing and new customer base. We are also looking into niche segments
such as those specialising in transporting chemicals and liquidated gas.

The growing cross-border e-Commerce volume is the key driver of Pos Malaysia’s International
business and the steady economic growth in major developed countries has contributed to the higher
cross-border volumes. This is an area where Pos Malaysia would continue to focus as a driver of
growth. Pos Malaysia is also working with the Government to lessen the impact to the Rakyat by the
recent Universal Postal Union (UPU) agreement to raise tariff both on international and domestic postal
remuneration rates.

We are building capabilities to serve the growing e-Commerce market. Hence, investments in
automation and digital technology are being made to enable higher operational efficiencies and also to
provide value added services as a differentiator vis-à-vis competitors. New platforms such as
SendParcel are expected to enhance Pos Malaysia’s competitiveness in the SME market.

FGV doubled in price to 1.2+ from 60sen+ indec 2018, Pos Malaysia doubled to 2.8+ from 1.4+ now. nothing is impossible :)

good start, KWAP started to buy pos again.. sudah dapat informasi yang bagus probably :)

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

Particulars of substantial Securities Holder
Name KUMPULAN WANG PERSARAAN (DIPERBADANKAN)
Address Level 36
The Intermark
348, Jalan Tun Razak
Kuala Lumpur
50400 Wilayah Persekutuan
Malaysia.
Company No. KWAPACT6622007
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 26 Nov 2019
10,000
Acquired Indirect Interest
Name of registered holder KWAP
Address of registered holder Level 36, Integra Tower, The Intermark 348, Jalan Tun Razak 50400 Kuala Lumpur

better late than never, year end = dec 2019 announce... new rates start on 1jan 2020 :)

i think pos malaysia should revise the postage every 3 years or 5 years in line with inflation rates ... 10 tahun terlalu lama :)

harap harga saham pos akan double macam fgv juga :)

saya nampak ada banyak inisiatif untuk menjadikan pos malaysia lebih berdaya saing, kompetitif dan sustainable dari segi keuntungan. yakin pos malaysia akan berjaya terutamanya dengan sokongan DRB Hicom Group yang besar (Proton, Bank Islam, dll)

next year, show profits after the new rates start, ok... kesian, dah 10 tahun tak revise rates langsung :)

Pos Malaysia Berhad (Pos Malaysia) is the nation’s postal service provider and has a
network of more than 1,000 touch points across the country, encompassing post offices,
Pos Mini, Pos24 (self-service terminals), Pos-on-Wheels (Mobile Outlets), e-Commerce
hub, Pos Laju outlets and service centers, Pos Laju Go2U (Mobile Outlets), Pos Laju Kiosks,
Pos Laju EziBox and Pos Laju Prepaid Dropbox, as well as postal and stamp agents, offering
Malaysians the most extensive postal retail network.
With a track record of over 200 years, Pos Malaysia has progressed and evolved from
being a mail and postal services provider to becoming a dynamic communication, financial
services and supply chain solutions provider. Pos Malaysia will continue to transform and
innovate with the current times to sustain its competitive edge as well as continue to
connect Malaysians with the rest of the world.

terbaik... :)

Pos Malaysia will be announcing its partnership with retail outlets as part of its
expansion plans to promote cost efficiency as well as provide convenience to our
customers.

Ok... new rates starting 1 Jan 2020, bagus

“The change in the global postal landscape has urged us to seek for an urgent
Postal tariff regulation review from the Government, which is expected to
materialise by early 2020

. Pos Malaysia is investing in its Digital Transformation
journey including an expansion of its capabilities to serve the growing ECommerce market. The recent 9/9 online sale saw Pos Malaysia hitting 800,000
parcels, a new record for the national courier,” he added.
The Group launched the second Integrated Parcel Centre (IPC) in KLIA in April,
2019, increasing 78% of its capacity to 530,000 per day from 300,000, and a
RM100 million spend on its core system to enhance the overall Customer
Experience digital platforms.
On the people front, Pos Malaysia has implemented crowdsourcing capabilities and
now looking to implement its Entrepreneurship program for the employees as part
of upgrading its delivery services and cost efficiency, while expanding its business
with the best infrastructure and solutions to serve the growing E-Commerce
market.

POS Financial Information
Market Capital (RM)
: 1.104b
Number of Share
: 782.78m
Dividend (cent)
: 4.000 ^
Dividend Yield (%)
: 2.84
Dividend Policy (%)
: 0
NTA (RM)
: 2.080
Par Value (RM)
: 0.500

DRB was so confident, profit for POS once revised :) end of the year, next month, xmas gifts for All :0

DRB-HICOM, the parent company of Pos Malaysia, had in April said it was confident the latter would be back in the black once the government approves its proposed tariff increase on stamps.

The conglomerate’s group managing director Datuk Seri Syed Faisal Albar noted that the last time domestic postage cost were raised – to the current 60 sen – was about 10 years ago in 2010.

Prior to that, the cost of stamps remained at 30 sen from 1992, when the Postal Department was corporatised as Pos Malaysia.

“If you are a highway operator, you cannot survive. Any business can’t survive. After 2010, there was supposed to be a small increase every three years. But it has been nearly 10 years (without increment),” he said.

When the rate was increased in 2010, Pos Malaysia’s earnings improved noticeably and the postal group is hoping the government would approve another hike.

xmas gifts are on the way :) once announced, probably jump 20 to 30 sen :)

New tariffs to reverse Pos Malaysia’s losses, says minister
AMAR SHAH MOHSEN /12 SEP 2019 / 21:04 H.
New tariffs to reverse Pos Malaysia’s losses, says minister
KUALA LUMPUR: Postage may get costlier as an announcement of a possible tariff hike will be made by the government by the end of the year.

Communications and Multimedia Minister Gobind Singh Deo (pix) said the ministry is awaiting a report from national courier and postal service provider Pos Malaysia Bhd on a proposed new tariff.

“We are looking at it, maybe by the next parliament session. But to be fair to Pos Malaysia, they are supposed to send me a report.

“When I receive it, I will hold a press conference to let you know. I hope we can get it done by the end of this year,” he told reporters after officiating at the third NextBig Tech Asia Conference today.

The minister was commenting on speculations of a possible hike in postage to reverse Pos Malaysia’s fortunes, after the company incurred a net loss of RM165.75 million for the financial year ending March 3, its first annual loss since 2008.

buy now to wait for announcement, end of the year = Dec 2019 :) Buy and keep till may 2020 to know Q1, 2020 results :)

New tariffs to reverse Pos Malaysia’s losses, says minister
AMAR SHAH MOHSEN /12 SEP 2019 / 21:04 H.
New tariffs to reverse Pos Malaysia’s losses, says minister
KUALA LUMPUR: Postage may get costlier as an announcement of a possible tariff hike will be made by the government by the end of the year.

Communications and Multimedia Minister Gobind Singh Deo (pix) said the ministry is awaiting a report from national courier and postal service provider Pos Malaysia Bhd on a proposed new tariff.

“We are looking at it, maybe by the next parliament session. But to be fair to Pos Malaysia, they are supposed to send me a report.

“When I receive it, I will hold a press conference to let you know. I hope we can get it done by the end of this year,” he told reporters after officiating at the third NextBig Tech Asia Conference today.

The minister was commenting on speculations of a possible hike in postage to reverse Pos Malaysia’s fortunes, after the company incurred a net loss of RM165.75 million for the financial year ending March 3, its first annual loss since 2008.

DRB-HICOM, the parent company of Pos Malaysia, had in April said it was confident the latter would be back in the black once the government approves its proposed tariff increase on stamps.

The conglomerate’s group managing director Datuk Seri Syed Faisal Albar noted that the last time domestic postage cost were raised – to the current 60 sen – was about 10 years ago in 2010.

Prior to that, the cost of stamps remained at 30 sen from 1992, when the Postal Department was corporatised as Pos Malaysia.

“If you are a highway operator, you cannot survive. Any business can’t survive. After 2010, there was supposed to be a small increase every three years. But it has been nearly 10 years (without increment),” he said.

When the rate was increased in 2010, Pos Malaysia’s earnings improved noticeably and the postal group is hoping the government would approve another hike.

Q1, 2020 shows profit again :)

Pos Malaysia to revise postage rates starting January 2020

Author: savemalaysia | Publish date: Fri, 25 Oct 2019, 2:56 PM




KUALA LUMPUR, Oct 25 — Pos Malaysia Bhd will have to revise its postage rates in tandem with the price increase by the Universal Postal Union (UPU) starting January 2020 to align its operation cost.

“Despite the challenges, Pos Malaysia will continue to serve the nation in providing postal services for all, leveraging on its vast delivery network coverage across the country,” it said in a note to Bernama today.

The UPU is a United Nations agency that coordinates postal policies among member nations, in addition to the worldwide postal system.

Recently, the United States (US) has threatened to pull out from the UPU as it complained that the system allowed China to pay heavily subsidised rates as the system was designed to help developing nations.

The country claimed that it was cheaper for companies in China to send outbound items to the US compared to items sent domestically within the US.

In late September, the UPU held an extraordinary congress in Geneva, which resulted in a compromise which allowed the US to remain as a member of the UPU while being given the flexibility to self-declare its own rates.

According to media reports, the US will raise prices for packages arriving from other countries, in exchange for a contribution into the UPU’s “voluntary fund,” which covers security and pensions.

Other countries can also adjust prices on US inbound packages next July and on packages from elsewhere by set amounts each year. — Bernama