Cash Runway Analysis

For companies that have on average been loss-making in the past, we assess whether they have at least 1 year of cash runway.

Stable Cash Runway: Whilst unprofitable POS has sufficient cash runway for more than 3 years if it maintains its current positive free cash flow level.
Forecast Cash Runway: POS is unprofitable but has sufficient cash runway for more than 3 years, due to free cash flow being positive and growing by 54% per year.

lthDividendManagementOwnershipInformation
View Company Overview
Valuation
Is POS undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score
5/6
Below Fair Value
Significantly Below Fair Value
Price-To-Sales vs Peers
Price-To-Sales vs Industry
Price-To-Sales vs Fair Ratio
Analyst Forecast
Share Price vs Fair Value

What is the Fair Price of POS when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

70.6%
Undervalued
Current Price
RM 0.34
Fair Value
RM 1.14
20% Undervalued
About Right
20% Overvalued

Below Fair Value: POS (MYR0.34) is trading below our estimate of fair value (MYR1.14)
Significantly Below Fair Value: POS is trading below fair value by more than 20%.

how? Ada siasatan ka? 😅 https://themalaysiacorporate.com/2024/09/25/projek-bess-sabah-rakyat-rugi-50-juta-setahun-tapi-bung-moktar-rembat-rm-100-juta-dari-chen-khai-voon-seal-incorporated-bhd/

tunggu ia memecut je

34sen now, back to 40-50sen, volume would surge

https://postandparcel.info/156991/news/e-commerce/pos-malaysia-ceo-we-are-confident-in-our-ability-to-deliver-improved-results-for-the-full-year/

The National Audit Department will be auditing 2,000 government-linked companies beginning next year, in an effort to create a new era of enhanced governance in Malaysia, said Auditor General Datuk Wan Suraya Wan Mohd Radzi.

Investing.com -- Current market conditions present a compelling opportunity for a near-term small-cap trade, Wells Fargo analysts said Monday.

According to the investment bank, a combination of a close U.S. presidential race and favorable economic catalysts makes small-cap stocks particularly attractive in the short term.

Macam proton, tiba2 geely jadi partner, siapa dapat sangka... Pos Malaysia sama je... Tiada perubahan / transformasi, drb pun mati bersama

Mat salleh ceo dah buat interview baru2 ni, sesuatu yg luar biasa akan berlaku. Sabar je

Bila announce geely as a strategic partner in pos like proton, terbang non-stop kena sabar ya

No way out, same as proton, geely to turnaround pos msia😉 haha

Accumulate in stages, dah bottom out dah

Drb top mgmt realise the importance to turnaround pos like proton. More to come

ESG 😍

Pos Malaysia is investing in more electric vehicles to hit its 2030 target of a 100% electric fleet. It is rolling out two-wheel e-bikes from Modenas and e-vans from Yinson GreenTech. “By the end of this year, we will have more than 1,300 e-bikes and more than 500 e-vans,” Brewer says. “But it doesn’t stop there: we are in discussion with the relevant Malaysian authorities to introduce electric three-wheel cargo bikes soon – a game-changer for us!”

Other sustainability investments include stripping out the colored ink from recycled packaging and marketing materials, rolling out telematics technologies to understand how to improve vehicle and driver safety and efficiency, reducing waste by banning plastic water bottles and cutting the amount of administrative printing, recycling and repurposing old uniforms, and investing in smart building management systems to control energy use during peak and off-peak operating times.

“We’ve done as many things as we possibly can to reduce the impact we have on the environment, from the smallest to the biggest, including getting rid of photocopiers – much as it upset some of the team. It is about starting new habits. A lot of sustainability is not the difficult stuff, it is just about retraining people to work in a different way.

"WE’VE DONE AS MANY THINGS AS WE POSSIBLE CAN TO REDUCE THE IMPACT WE HAVE ON THE ENVIRONMENT”

“And we have been able to do these things in the most positive way to align with our values – good for the planet, good for our people and good for the P&L,” Brewer confirms.

https://parcelandpost.mydigitalpublication.com/articles/interview-pos-malaysia

Must read; https://parcelandpost.mydigitalpublication.com/publication/?m=71158&i=830494&view=articleBrowser&article_id=4852354&ver=html5

drb perlu bawa geely masuk pos malaysia macam proton. pos masih belum turnaround > 5 years dah 😀

kawan dah balik 1.70, bila mau balik RM2++ ya hehe

Postal & courier services better spin off, jualkan balik kpd kerajaan ataupun lazada, shoppee, dll.... Geely dibawa masuk macam untuk proton, satu lagi solusi terbaik masakini . good luck semua investors yg bijaksana hehe

Direct Biz transactions to date:

History
Date Price Change Dir-Volume Day Volume Dir-Value Day Value Avg Price % of Total Share Remarks
06/03/2023 00:00:00 0.5800 - 2,000 2,000 1,160 1,160 0.5800 0.0003 -
14/10/2022 00:00:00 0.5950 - 27,000 27,000 16,065 16,065 0.5950 0.0034 -
13/10/2022 00:00:00 0.5900 - 63,000 63,000 37,170 37,170 0.5900 0.0080 -
09/06/2022 00:00:00 0.6050 -0.0050 18,200 18,200 11,011 11,011 0.6050 0.0023 -
08/12/2021 00:00:00 0.7000 0.0600 60,000 60,000 42,000 42,000 0.7000 0.0077 -
01/12/2021 00:00:00 0.6500 - 2,000 2,000 1,300 1,300 0.6500 0.0003 -
30/08/2021 00:00:00 0.6300 -0.1400 70,000 70,000 44,100 44,100 0.6300 0.0089 -
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 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

~5 tahun tak revise rates pulak... revise anytime now

theedgemalaysia.com › article › pos-malaysia-rises-much-10-newPos Malaysia rises as much as 10% on new postage rates, upgrade
Jan 29, 2020 · KUALA LUMPUR (Jan 29): Shares in Pos Malaysia Bhd rose as much as 10% in early trade this morning after the national courier said it will raise postage rates for registered mail, commercial mail and small parcels below 2kg, effective Feb 1. At 9.05am, Pos Malaysia rose 11 sen to RM1.55,...

www.malaymail.com › news › malaysiaPos Malaysia revises commercial postage rates, rakyat not...
Jan 28, 2020 · KUALA LUMPUR, Jan 28 — Pos Malaysia Berhad (Pos Malaysia) will be revising commercial postage rates effective February 1, 2020, saying that the move will not affect the rakyat.

themalaysianreserve.com › 2020/01/29 › pos-malaysia-toPos Malaysia to increase commercial postage rates effective Feb...
Jan 29, 2020 · POS Malaysia Bhd will be revising its postage rates following the approval by the government on the new rates effective Feb 1.😍😘🤗🤔

all things are possible, best wishes ya!

(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.

Logistics to ride on e-commerce boom. On a more positive note, we see a bright spot in the domestically-driven third-party logistics (3PL) sector which is less vulnerable to external headwinds being buoyed by the booming e-commerce. Industry experts project the local e-commerce gross merchandise volume to grow at a CAGR of 7% from 2023 to 2027, with size reaching RM1.9t by 2027 from RM1.4t in 2023.

The booming e-commerce will spur demand for distribution hubs and warehouses to enable: (i) just-in-time (JIT) delivery, (ii) reshoring/nearshoring to bring manufacturers closer to end-customers, (iii) efficient automation system including interconnectivity with the customer system, and (iv) warehouse decentralisation to reduce transportation costs and de-risk the supply chain. There is also strong demand for cold-storage warehouses on the back of the proliferation of online grocery start-ups.

dulu salah satu darling bursa

Pos Malaysia's share price reaching RM5+ at one point can be attributed to several factors that drove investor interest and confidence. These factors include:

1. **Positive Market Sentiment**: At that time, the market might have had positive sentiments regarding the company's growth potential, possibly due to new business strategies, government policies favoring the postal and logistics industry, or a booming economy.

2. **Monopoly Advantage**: Pos Malaysia enjoyed a monopoly in the domestic mail service, which might have contributed to strong revenue expectations and investor confidence in the company.

3. **Expansion Initiatives**: There could have been expansion initiatives or new revenue streams, such as increasing the focus on e-commerce logistics, which promised better growth prospects. The rise of e-commerce has led to increased demand for delivery and logistics services.

4. **Government Ownership and Support**: The company has significant government ownership, which may have reassured investors about the stability and future prospects of the business.

5. **Optimistic Earnings Reports**: Favorable quarterly earnings and financial performance during that period might have led investors to believe in the company's profitability and potential, driving up the share price.

6. **Speculative Trading**: Speculative buying due to market rumors or news could also have temporarily pushed the share price higher.

Market conditions, economic factors, and investor expectations all play a role in determining a company's share price. The spike to RM5+ could have been driven by a combination of these factors.

For remembrance :)

theedgemalaysia.com › article › drb-hicom-plans-logisticsDRB-Hicom plans logistics consolidation with RM835m disposals to...
KUALA LUMPUR (Dec 10): DRB-Hicom Bhd (DRB-Hicom) has offered to sell to Pos Malaysia Bhd, in which it owns 32.21%, its KL Airport Services Sdn Bhd (KLAS) business and part of a freehold industrial land in Shah Alam, Selangor, for RM835.16 million, to consolidate its logistics business under Pos M...

www.khazanah.com.my › news_press_releases › strategicStrategic Divestment Stake in Pos Malaysia to be Sold to...
Apr 22, 2011 · Khazanah Nasional Berhad (“Khazanah”) is pleased to announce that after an extensive two-stage process, the strategic divestment of its 32.21% stake in Pos Malaysia Berhad (“POS”) will be made to DRB-HICOM Berhad (“DRB-HICOM”).

www.drb-hicom.com › group-companiesGroup of Companies - DRB-Hicom F.C.
Postal. Pos Malaysia is the national postal service provider and sole licensee for universal postal services in the country. In operation for over 200 years, the company has diversified beyond the traditional provision of mail and parcel delivery to also offer retail, logistics, and are also a service provider in the aviation industry.

drb-hicom.com › wp-content › uploadsDRB-HICOM Won The Bid To Acquire 32% Of Pos Malaysia
DRB-HICOM COMPLETES ACQUISITION OF KHAZANAH’S STAKE OF 32.21% IN POS MALAYSIA SHAH ALAM, July 1, 2011 - DRB-HICOM Berhad today announced that it has completed the

RM3.60 per share
This decision was made following a rigorous selection process initiated by Khazanah to ensure that the new shareholder will be able to bring POS to the next level of growth. The divestment is made via a conditional offer with a price consideration of RM3. 60 per share or RM622. 79 million.
https://www.khazanah.com.my › str...
Strategic Divestment Stake in Pos Malaysia to be Sold to DRB-HICOM
Feedback
About featured snippets
DRB-Hicom
https://www.drb-hicom.com › ...DOC
DRB-HICOM Won The Bid To Acquire 32% Of Pos Malaysia
DRB-HICOM COMPLETES ACQUISITION OF KHAZANAH'S STAKE OF 32.21% IN POS MALAYSIA

The idea of the government buying back Pos Malaysia has both pros and cons, depending on various factors:

Advantages of a Government Buyback:

1. Public Service Focus: By buying back Pos Malaysia, the government can ensure that postal services continue to serve all regions of the country, especially remote areas, as part of public service obligations rather than being profit-driven.


2. Stabilizing Employment: A buyback would help protect the jobs of thousands of postal workers by ensuring that financial stability and service commitments are maintained without excessive focus on cost-cutting.


3. National Security: The postal system is part of a country's critical infrastructure, and government control can help safeguard sensitive communications and provide a more secure system for delivering official documents and goods.


4. Subsidized Services: The government could subsidize certain services, such as postal rates for rural areas or for specific demographics, to ensure universal access to essential postal services.


5. Strategic Investment: The government may see value in taking back control of Pos Malaysia to help modernize the postal and logistics sector, support e-commerce growth, and develop the sector as part of a larger strategy to boost economic activity.



Disadvantages of a Government Buyback:

1. Financial Burden: Buying back Pos Malaysia would require substantial funds, potentially placing a burden on taxpayers. Pos Malaysia's financial situation has been challenging, and the government would need to allocate resources for restructuring and improving operations.


2. Operational Inefficiencies: Government ownership can sometimes lead to inefficiencies in decision-making and a lack of innovation. Without the competitive drive of a private enterprise, Pos Malaysia could fall behind in an evolving logistics market.


3. Risk of Political Influence: Government ownership could expose Pos Malaysia to political interference, resulting in non-commercial decisions that may not be in the company's or industry's best interests.


4. Impact on Competition: A government-owned Pos Malaysia might also discourage private players in the postal and logistics market, leading to reduced competition, less innovation, and potentially higher prices for customers.



Conclusion:

The government should weigh the benefits of ensuring essential public services against the costs and potential inefficiencies of ownership. If the goal is to maintain service quality and universal access, the government might consider supporting Pos Malaysia with regulations, subsidies, or public-private partnerships rather than outright ownership. Alternatively, a partial buyback or an equity stake could allow the government to influence important decisions while maintaining operational independence.

Postal rates in Malaysia should be revised due to several reasons:

1. Rising Operational Costs: The cost of transportation, fuel, wages, and maintaining infrastructure has increased over the years. A revision in postal rates can help compensate for these rising expenses.


2. Decline in Traditional Mail Volumes: With the increasing adoption of digital communication, the volume of traditional mail has dropped, leading to reduced revenue for postal services. Revising rates could help cover the revenue gap.


3. Expansion of E-commerce: The growth of e-commerce has shifted the focus to parcel deliveries, and a rate adjustment could align with the increased demand and expectations for faster, more reliable parcel services.


4. Service Quality Improvement: Revising postal rates can help invest in improving the quality of services, including technology upgrades, enhanced logistics, and expanded delivery networks.


5. Financial Sustainability: Many postal services, including Pos Malaysia, are struggling to maintain financial sustainability. A revision in rates can help ensure the viability of the postal system and prevent potential losses.


6. Comparative Market Rates: Postal rates may need to be adjusted to remain competitive with other private courier services, ensuring that the postal service can continue to attract both individual and business customers.



Adjusting the rates will help maintain a balance between providing efficient service and keeping the postal organization financially healthy.

Postal services should undergo consolidation; close down unprofitable outlets without govt subsidy & support.

SEGMENTAL INFORMATION
The Group has three reportable segments, as described below, which are the Group’s strategic
business units. The strategic business units offer different products and services and are
managed separately because they require different business processes and attend to different
customer needs. For each of the strategic business units, the Group Chief Executive Officer (the
chief operating decision maker) and the Board of Directors review internal management reports
at least on a quarterly basis. The following summary describes the operations in each of the
Group’s reportable segments:
Postal Includes the provision of basic mail services for corporate and individual
customers, courier, parcel and logistic solutions by sea, air and land to
both national and international destinations, direct entry and transhipment
and customised solutions such as Mailroom Management and Direct Mail
and over-the-counter services for payment of bills and certain financial
products and services.
Aviation Includes cargo and ground handling, in-flight catering, freight and
forwarding and air cargo transport.
Logistics Includes haulage services, freight and forwarding, shipping agency and
chartering services, warehousing and distribution services

On 21 May 2024, Pos Logistics Berhad (“PLB”), an indirect wholly owned subsidiary of Pos
Malaysia Berhad, entered into a Share Sale and Purchase Agreement (“SPA”), in relation to the
disposal of 100% equity interest in PNSL Berhad (“PNSL”) to SWA Shipping Sdn. Bhd. (“SWA”),
for an indicative total consideration of RM123.2 million (“Proposed Disposal of PNSL”).
On 19 August 2024, all the Conditions Precedent have been fulfilled and the SPA has become
unconditional on even date (“Unconditional Date”). PLB and SWA had 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 proposed disposal.

Pos Ar-Rahnu Sdn. Bhd. is based in Malaysia, with the head office in Kuala Lumpur. The enterprise currently operates in the All Other Nondepository Credit Intermediation sector. It was incorporated on March 30, 2012. In its most recent financial highlights, the company reported a net sales revenue increase of 25.03% in 2022. A growth of 3.31% was recorded in its total assets.

$$$$$$$. Low stock price: Pos Malaysia’s stock has seen declines in recent years, primarily due to challenges in its traditional postal services and operational inefficiencies. For investors who believe in the company’s turnaround potential, the current stock price may represent a good entry point, offering upside potential if the company successfully restructures and modernizes.

Cun😁

TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) : NON RELATED PARTY TRANSACTIONS POS MALAYSIA BERHAD ("POS MALAYSIA" OR "COMPANY") DISPOSAL
POS MALAYSIA BERHAD

Type Announcement
Subject TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS
Description POS MALAYSIA BERHAD ("POS MALAYSIA" OR "COMPANY")

DISPOSAL
DISPOSAL BY POS LOGISTICS BERHAD ("POS LOGISTICS"), AN INDIRECT WHOLLY-OWNED SUBSIDIARY OF POS MALAYSIA, OF THE ENTIRE EQUITY INTEREST HELD IN PNSL BERHAD TO SWA SHIPPING SDN BHD ("SWA" OR "PURCHASER") FOR CASH AND SETTLEMENT OF OUTSTANDING INTRA-GROUP TRADING DEBTS AND ADVANCES OWING BY PNSL TO POS LOGISTICS AND ITS GROUP OF COMPANIES AND POS MALAYSIA AS AT 31 MARCH 2024 BY SWA SUBJECT TO ADJUSTMENT FOR THE AMOUNT OWING BY PNSL TO POS MALAYSIA AT COMPLETION ("DISPOSAL")



(Reference is made to the Company’s announcement dated 21 May 2024 in relation to the Disposal (“Announcement”). All abbreviations and definitions used herein shall have the same meanings as the words and expressions defined in the Announcement.)





On behalf of the Board, Maybank IB wishes to announce that as at 19 August 2024, all the Conditions Precedent have been fulfilled and the SPA has become unconditional on even date (“Unconditional Date”).



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.



Save as disclosed above, all other terms of the SPA remain unchanged and are in full force and effect.





This announcement is dated 19 August 2024.





Announcement Info
Company Name POS MALAYSIA BERHAD
Stock Name POS
Date Announced 19 Aug 2024
Category General Announcement for PLC
Reference Number GA1-19082024-00060

Rebounding started 😀

KUALA LUMPUR (May 21): Pos Malaysia Bhd (KL:POS) is selling its ship chartering unit that mainly deals with bulk cargoes for RM123.21 million as part of a move to shed non-core businesses.
The proposed sale of PNSL Bhd to SWA Shipping Sdn Bhd will also settle outstanding intra-group trading debts and advances owed to Pos Malaysia, the company said in an exchange filing on Tuesday.
The disposal came at a time when the group announced another quarterly loss of RM19.69 million for the first quarter ended March 31, 2024 (1QFY2024), though narrower by 29% from RM27.66 million a year ago as growth in revenue from its postal services and aviation segments outpaced costs increases. The group has been loss making since FY2019.
Proceeds from the disposal are expected to strengthen its cash flow and reduce its interest expenses, Pos Malaysia said on Tuesday.
Of the RM123.21 million, SWA Shipping needs to pay RM55.61 million for the purchase of the entire equity interest in PNSL.
Meanwhile, the remaining RM67.60 million is for settling outstanding debts and advances that PNSL owes within its group of companies.
Pos Malaysia said the initial inter-company (interco) amount may be adjusted based on an independent verification process by which, for the period from July 1, 2023 to April 30, 2024, the Interco amount will be verified by an auditor chosen by SWA Shipping.
Meanwhile, for the period from May 1, 2024 to the completion date, the Interco amount will not be audited, but Pos Malaysia must provide monthly statements detailing movements of the Interco amount, including a brief description of the purpose of these movements.
The proposed disposal would allow it to “reposition and realign its investments into more profitable businesses with growth prospects, in line with current industry trends”, the company said.
The disposal is expected to “unlock and realise the value of the investment in PNSL”, which represents part of Pos Malaysia's non-core businesses, with the proceeds to be raised expected to strengthen its cash flow position and contribute positively to future earnings.
Pos Malaysia said it plans to allocate RM92.94 million of the disposal proceeds for working capital, and RM27.81 million for repayment of bank borrowings, which stood at approximately RM505 million as of Dec 31, 2023.
SWA Shipping, the acquiring entity, is a private company specialising in freight forwarding and transportation in international and coastal waters.
Subject to regulatory approvals and barring any unforeseen events, the disposal is anticipated to conclude within four months following the signing of the sale and purchase agreement, Pos Malaysia said.
At market close on Tuesday, shares in Pos Malaysia settled unchanged at 47 sen, valuing the company at RM363.99 million. Year to date, the stock has slipped 6%.

The disposal of **PNSL (Pos Aviation Sdn. Bhd., also known as Pos Malaysia's aviation and logistics unit)** could help **Pos Malaysia** in several ways, especially in terms of refocusing its core business, improving financial health, and optimizing operations. Here's how the disposal might benefit Pos Malaysia:

### 1. **Refocusing on Core Business**
- **Streamlining operations:** Pos Malaysia's primary business revolves around postal, courier, and logistics services. PNSL, being in aviation-related logistics, might have been a non-core asset for Pos Malaysia. By selling or disposing of PNSL, Pos Malaysia can focus its resources and energy on improving its core operations such as postal delivery, e-commerce logistics, and last-mile solutions.
- **Simplifying business structure:** Managing diverse business segments can be complex and lead to inefficiencies. By divesting non-core subsidiaries like PNSL, Pos Malaysia can streamline its organizational structure, which could lead to better strategic focus and quicker decision-making.

### 2. **Financial Benefits**
- **Reducing financial strain:** Pos Malaysia has faced financial challenges in recent years due to declining mail volumes and increasing competition in the courier industry. Disposing of PNSL can help Pos Malaysia reduce operational costs and improve cash flow, especially if the aviation unit was underperforming or requiring significant capital to maintain.
- **Raising funds for debt reduction or reinvestment:** The sale of PNSL could bring in cash proceeds, which Pos Malaysia can use to reduce debt, improve liquidity, or reinvest in more profitable areas, such as expanding its courier or e-commerce logistics services. This can strengthen the company’s financial position.

### 3. **Minimizing Risk Exposure**
- **Lowering exposure to volatile industries:** The aviation and logistics sector is capital-intensive and sensitive to external factors like fuel prices, economic downturns, and regulatory changes. By disposing of PNSL, Pos Malaysia can reduce its exposure to the risks inherent in the aviation industry, especially given the ongoing challenges faced by the global aviation sector post-COVID-19.
- **Mitigating operational inefficiencies:** If PNSL was struggling with inefficiencies or high costs, selling the unit would allow Pos Malaysia to focus on improving its other more stable and profitable business lines. This could also prevent further financial drain from the aviation segment.

### 4. **Improving Shareholder Value**
- **Boosting profitability:** By focusing on its core competencies (postal, courier, and logistics services) and offloading non-core, underperforming assets, Pos Malaysia may improve its overall profitability and operational efficiency. This could lead to better financial results, which would ultimately benefit shareholders.
- **Attracting investor confidence:** Divesting non-core or unprofitable subsidiaries can be seen as a positive move by investors, signaling that Pos Malaysia is taking steps to restructure and strengthen its business. This could boost investor confidence and improve the company's stock market performance.

### 5. **Strategic Realignment**
- **Positioning for future growth:** The disposal of PNSL allows Pos Malaysia to realign its strategic priorities, potentially shifting more resources toward growing segments like e-commerce logistics, digital services, or last-mile delivery solutions. These areas are experiencing significant growth due to the rise of online shopping and the demand for faster, more reliable delivery services.
- **Leveraging partnerships:** By divesting PNSL, Pos Malaysia may also free up resources to form strategic partnerships or acquisitions in other logistics sectors that complement its core business, such as warehousing, fulfillment, or technology-driven solutions.

### Conclusion
The disposal of **PNSL** helps **Pos Malaysia** by allowing it to focus on its core business, improve its financial health, reduce operational and industry-specific risks, and streamline operations. By shedding non-core, potentially underperforming assets, Pos Malaysia is better positioned to address market challenges, optimize its resources, and improve long-term profitability.

Govt support further boost😁

KUALA LUMPUR: Pos Malaysia Bhd (Pos Malaysia) menyasarkan membuka 14 lagi cawangan Pos Shop di seluruh negara tahun ini dan menambah lebih daripada 40 cawangan pada 2025.

Ketua Pegawai Pemasaran, Komunikasi dan Kelestarian Kumpulan Pos Malaysia, Fiona Liao berkata, ia akan menjadikan sebanyak 50 cawangan Pos Shop tersedia untuk beroperasi pada 2024.

Beliau berkata, strategi pertumbuhan yang agresif itu menekankan komitmen syarikat untuk meningkatkan akses dan kemudahan kepada komuniti Malaysia.

"Sejak melancarkan Pos Shop pertama di Jalan Medan Tuanku pada Mei 2023, kami telah menyaksikan peningkatan purata sebanyak 34 peratus jumlah pengunjung di pejabat pos yang berkaitan.

"Kejayaan itu membuktikan konsep peruncitan inovatif kami yang menggabungkan perkhidmatan pos tradisional dengan kemudahan moden," katanya selepas majlis pembukaan Pos Shop Pudu yang juga cawangan Pos Shop ke-36, hari ini.

Majlis disempurnakan oleh Timbalan Menteri Komunikasi, Teo Nie Ching.

Mengulas lanjut, Liao berkata pembukaan cawangan baharu itu menandakan satu lonjakan yang mengujakan dalam misi kumpulan untuk merevolusikan perkhidmatan pos dalam era digital.

Beliau berkata, kumpulan sangat teruja dengan pelancaran Pos Shop Pudu yang melambangkan dedikasi untuk memperbaharui pengalaman pelanggan.

"Pos Shop baharu memperkenalkan konsep 'Shop in Shop' yang inovatif ke pasaran, mewakili perubahan besar daripada model tradisional," katanya.

Liao berkata, walaupun Pos Shop asal diintegrasikan dalam pejabat pos, reka bentuk inovatif ini menempatkan pejabat pos di dalam Pos Shop, menawarkan pengalaman runcit yang segar dan kontemporari.

Katanya, evolusi itu mencerminkan komitmen Pos Malaysia untuk menyediakan penyelesaian sehenti bagi komuniti setempat, dengan menggabungkan perkhidmatan pos dan bungkusan dengan ruang runcit yang menyediakan keperluan harian dalam suasana membeli-belah yang selesa.

"Menerusi pelancaran Pos Shop ke-36, kami sangat teruja untuk terus menginovasi ruang dan memperhalusi penawaran produk untuk selaras dengan permintaan pasaran, sambil menyediakan penyelesaian sehenti yang komprehensif untuk pengeposan dan mendapatkan keperluan mudah.

"Dengan menyediakan peluang kepada perusahaan kecil dan sederhana (PKS) tempatan mempamer dan menjual produk mereka melalui konsainan atau penyenaraian langsung, Pos Malaysia secara aktif memacu pertumbuhan ekonomi dan memenuhi keperluan komuniti.

"Pendekatan ini bukan sahaja menggalakkan pembangunan ekonomi, tetapi juga menyokong keperluan komuniti, mewujudkan situasi sama menang untuk Pos Malaysia, perniagaan tempatan dan pelanggan," katanya.

Sementara itu, Nie Ching pula berkata, Kementerian Komunikasi memuji inisiatif Pos Malaysia dengan membangunkan bahagian runcit dan menyokong usahawan tempatan melalui jualan produk di Pos Shop.

Beliau berkata, Pos Malaysia bukan sahaja meningkatkan pengalaman pelanggan dan memenuhi keperluan komuniti, tetapi memberikan sumbangan yang bermakna kepada pertumbuhan ekonomi dan pembangunan komuniti negara.

Katanya, Pos Shop diperkenalkan sejajar dengan pelan transformasi Pos Malaysia untuk memanfaatkan 630 pejabat pos di seluruh negara dan lebih daripada 4.7 juta kaki persegi ruang runcit menawarkan pelbagai produk dan perkhidmatan untuk pelanggan.

"Saya juga berbangga kerana setakat ini lebih daripada 80 usahawan PKS tempatan telah menerima manfaat daripada setiap cawangan Pos Shop dari Mei 2023 dan Ogos 2024," katanya.

Selain fundamental analysis bagi pos above, technical analysis bagi pos dah wujud seperti 😎berikut ya: 😎

Technicals: Pos Malaysia – Possible for Trend Reversal (4634, Technical Buy)
POS is potentially staging a breakaway from its downtrend, with anticipation of continuous improvement in both momentum and trend in the near term. Should immediate resistance level of RM0.360 be broken with renewed buying interest, it may continue to lift price higher to subsequent resistance level of RM0.375. However, failure to hold on to support level of RM0.325 may indicate weakness in the share price and hence, a cut-loss signal.

Boleh exit bersama ka? Hehe


JJPTR
Latest annual report June 26th,2024 shows very messy icross holding.
1. Lazarus Seurities 17%
2. Stanton Fin group 7.3%
3. Saudee
4. Aemulti
5 Pasukha
6. Key Alliance
7. LKL
8. Focus Dynamics
9. AT Precision.
If you holding any company in the list, better get out
38 minutes ago

Pos Malaysia's Islamic pawn shop, known as **Ar-Rahnu**, has several competitive advantages over conventional pawn shops like PapaJack, contributing to its potential for growth in Malaysia. Here are some key reasons why Ar-Rahnu could outgrow PapaJack:

### 1. **Shariah Compliance and Appeal to Muslim Market**
- **Shariah-compliant offerings:** Ar-Rahnu operates based on Islamic principles, avoiding interest (riba), which appeals to the majority Muslim population in Malaysia. Customers trust the Islamic financial model, which adheres to religious values.
- **Wider reach among Muslim consumers:** With over 60% of Malaysia’s population being Muslim, Ar-Rahnu has a built-in market advantage by offering a product that is religiously and culturally acceptable.

### 2. **Reputation and Trust**
- **Pos Malaysia’s national presence and brand trust:** Pos Malaysia has a long-established brand name and a wide-reaching network of branches across the country. This established trust can attract more customers, as people tend to trust established, government-linked institutions more than private businesses.
- **Reputable regulation and transparency:** As part of a government-linked company, Ar-Rahnu is perceived to be better regulated and more transparent, which may inspire more confidence among customers compared to a privately-owned entity like PapaJack.

### 3. **Broader Reach through Extensive Network**
- **Extensive branch network:** Pos Malaysia's postal network allows Ar-Rahnu to have branches in both urban and rural areas, ensuring convenience and accessibility for a larger customer base. PapaJack, being a private business, might not have the same nationwide footprint.
- **Utilization of existing infrastructure:** Pos Malaysia can leverage its existing infrastructure (such as branches and staff) to operate Ar-Rahnu more cost-effectively and efficiently. This scalability makes it easier to expand rapidly.

### 4. **Competitive Pricing and Flexibility**
- **Lower operational costs:** Since Pos Malaysia already has a vast branch network, its operational costs might be lower than private competitors like PapaJack, which need to invest heavily in expanding their physical presence. This could result in more competitive rates and pricing structures for customers.
- **Transparent and fair practices:** Ar-Rahnu offers transparent contracts that are often seen as more ethical, with no hidden fees, leading to increased customer satisfaction.

### 5. **Government and Regulatory Support**
- **Support from Islamic financial institutions:** Ar-Rahnu often benefits from support and regulation under Malaysia’s Islamic finance framework. This may give it preferential access to financial backing, government support, and regulatory guidance.
- **Synergy with national policies:** Pos Malaysia’s Ar-Rahnu could also benefit from national policies aimed at promoting Islamic finance and supporting government-linked companies, giving them an edge over private competitors like PapaJack.

### 6. **Ethical Appeal to Broader Community**
- **Socially responsible financing:** Islamic pawnshops like Ar-Rahnu emphasize ethical and socially responsible financing. The profit-and-loss sharing (based on **ujrah**, or service charges) instead of interest-based lending could appeal not only to Muslims but also to non-Muslims looking for an alternative to conventional high-interest pawnshops.

### 7. **Strategic Partnerships and Collaborations**
- **Partnership with other Islamic financial institutions:** Pos Malaysia could potentially collaborate with other Islamic financial institutions or organizations to promote Ar-Rahnu. This could include offering integrated services like Islamic savings plans, further expanding its customer base.

### Conclusion
While PapaJack is a popular pawnshop chain and may serve a different market segment, the unique advantages of Pos Malaysia's Ar-Rahnu – including its Shariah compliance, trusted brand, extensive reach, and lower costs – position it for faster growth in Malaysia, especially in the context of a largely Muslim population and growing demand for Islamic financial services.

Speed99 is being developed😎😍😍

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.

Kalau geely terlibat offer price for privatization rm1 + pun tak mustahil good luck

Returning to nta value, at least hopefully 54sen.., offer to privatize at 60-70sen, 20-30% premium above NTA

Speed99 punya biz ada, papajack pun Ada.. ESG pun Bagus, tunggu ia fly Je

Spin off Islamic pawn shop macam papajack

Hidden hand repents with Eddie sudden death

Anwar & macc at work, now back to real biz haha

Pos Malaysia holds a license for providing postal services and related financial services, including its Pos ArRahnu (Islamic pawnshop service), due to several key factors that align with its longstanding presence, infrastructure, and regulatory adherence:

1. Established Infrastructure and Trust

Pos Malaysia is one of the oldest institutions in the country, with a widespread network of post offices throughout Malaysia. This gives it a natural advantage in providing services like Ar-Rahnu as it already has a broad customer base and locations for operations.

Pos Malaysia is seen as a trusted entity with a strong track record in delivering services to the public, which increases its credibility for receiving licenses for additional services, including Islamic pawnshops.


2. Regulatory Adherence

Pos Malaysia operates under the regulatory framework of Bank Negara Malaysia (BNM) and complies with both Islamic financial principles and national regulations.

It has the financial strength and governance structures required to meet the stringent regulatory requirements for offering Islamic financial products, including the operational expertise to handle Shariah-compliant pawnshop services.


3. Government-Linked Status

Pos Malaysia is a government-linked company (GLC), which gives it additional clout when applying for licenses, as it has a historical relationship with the government and aligns with national financial inclusion objectives. This status often provides regulatory advantages, especially in sectors like financial services, which are closely monitored.


4. Diversification Strategy

Pos Malaysia has been diversifying its service offerings, especially as traditional postal services decline due to the rise of digital communications. Ar-Rahnu provides an additional revenue stream and aligns with its strategic shift toward offering a broader range of financial services.

By leveraging its existing infrastructure, Pos Malaysia can efficiently operate an Ar-Rahnu service, reducing costs compared to new market entrants that need to build everything from scratch.


5. Shariah Compliance and Expertise

Pos Malaysia already has Shariah governance structures in place due to its other Islamic financial services, allowing it to easily expand into Ar-Rahnu. This operational familiarity with Shariah compliance makes it easier for Pos Malaysia to meet regulatory requirements.


By holding this license, Pos Malaysia can tap into the growing market for Islamic pawnshops while using its vast network and infrastructure to serve a broader customer base.

Buy pos Malaysia. Many potential biz inside it😁

Islamic pawnshops, or Ar-Rahnu, hold significant potential in Malaysia due to their alignment with the country’s Shariah-compliant financial system, as well as the increasing demand for Islamic financial products. Here's why they are valuable:

1. Shariah Compliance

Ar-Rahnu operates based on Islamic principles, offering an ethical, interest-free alternative to conventional pawnshops. This makes it attractive to the majority-Muslim population in Malaysia who seek financial services that comply with Islamic law.


2. Accessible to Lower Income Groups

Ar-Rahnu provides easy access to microcredit, particularly for lower-income individuals and small businesses, without the burden of high interest rates. This supports financial inclusion.


3. Collateral-Based Loans

It offers quick loans by using gold or other valuable assets as collateral. This creates a lower risk for lenders while giving borrowers access to funds.


4. Growing Demand for Gold-Based Financing

Gold is seen as a safe investment, and its usage as collateral makes Ar-Rahnu attractive, especially during economic downturns.


5. Government Support

The Malaysian government encourages the development of Islamic finance, including Ar-Rahnu, as part of its broader strategy to promote financial inclusivity and Islamic banking.


Challenges to Acquiring an Ar-Rahnu License

1. Regulatory Framework

Islamic pawnshops fall under Bank Negara Malaysia’s (BNM) and Shariah advisory councils’ purview, requiring strict adherence to Islamic financial principles. The regulatory framework is rigorous to ensure compliance, making it harder to obtain licenses.



2. Stringent Capital Requirements

There are high capital requirements for setting up an Ar-Rahnu, including provisions for the safekeeping of collateral (gold and valuable assets). This limits the ability of small players to enter the market.



3. Shariah Governance

Applicants must prove that their operations strictly follow Shariah principles, which involves extensive consultation with Islamic scholars and certification from Shariah advisory boards.



4. Operational Expertise

Managing an Ar-Rahnu requires specific operational expertise, including dealing with the valuation, security, and handling of gold, which adds another layer of complexity.




Despite these challenges, the market potential for Islamic pawnshops in Malaysia is growing, driven by the country's strong Islamic finance sector and the increasing demand for ethical financial services.