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2 months ago | Report Abuse
MIDF sees ringgit strengthening to 4.03 against USD, inflows to boost stocks https://theedgemalaysia.com/node/728077
2 months ago | Report Abuse
Hong Kong’s caffeine wars heat up as Luckin Coffee prepares market entry https://www.dimsumdaily.hk/hong-kongs-caffeine-wars-heat-up-as-luckin-coffee-prepares-market-entry/
2 months ago | Report Abuse
Mau jadi king of ESG 😎
Pos Malaysia Bhd is set to fully transition to electric vehicles by 2030 under its sustainability roadmap, in a move aimed at reducing carbon emissions and lowering operational costs.
2 months ago | Report Abuse
- **Tourism rebound**: Surge in tourism post-pandemic boosts revenue potential for Oversea Enterprise’s restaurants.
- **Economic recovery**: Increased consumer spending and F&B demand create favorable conditions for a high valuation.
- **E-commerce growth**: Rising demand for food delivery and online services increases the company's appeal to buyers.
- **Industry consolidation**: Ongoing M&A activity in the F&B sector provides an opportunity for a premium sale.
- **Strong asset base**: Valuable real estate holdings enhance the company's overall valuation.
- **Leadership uncertainty**: Eddie Chai’s passing creates a leadership vacuum, making this an opportune time to sell before potential business stagnation.
- **Maximizing shareholder value**: Selling now allows shareholders to capitalize on strong market conditions and unlock maximum value.
2 months ago | Report Abuse
ESG, foreign funds like😉
PETALING JAYA: Pos Malaysia Bhd (Pos Malaysia) sekali lagi menjadi pelopor dalam memartabatkan amalan kelestarian korporat di negara ini.
Melalui forum tahunan 'Beyond the Boardroom' yang diadakan baru-baru ini, syarikat pos nasional berkenaan mengumpulkan pemimpin industri dan pakar untuk membincangkan strategi mempercepat usaha mencapai matlamat kelestarian.
Forum tahunan kedua yang diadakan di Petaling Jaya pada 19 September itu dianjurkan secara bersama dengan Bursa Malaysia, UN Global Compact Network Malaysia & Brunei (UNGCMYB), Capital Markets Malaysia, dan Forest Interactive.
Ia bertujuan memperkukuh strategi kelestarian korporat dan memacu usaha ke arah mencapai matlamat alam sekitar yang lestari.
Dengan tema 'Fast-Track Your Company's Sustainability Endeavour', forum itu mengumpulkan pakar industri untuk membincangkan pendekatan praktikal dalam pelaksanaan inisiatif kelestarian.
Ketua Pegawai Eksekutif Kumpulan Pos Malaysia, Charles Brewer, menyatakan kebanggaannya terhadap perkembangan forum tersebut yang kini menjadi platform penting bagi perbincangan terbuka mengenai kelestarian.
"Kerjasama dan perkongsian ilmu memainkan peranan penting dalam usaha kami mengurangkan karbon sejajar dengan matlamat Malaysia untuk mencapai neutral karbon menjelang 2050," kata Brewer.
Beliau yakin bahawa usaha kolektif ini bukan sahaja akan membawa kepada kejayaan kelestarian, tetapi juga mewujudkan penanda aras baru bagi tanggungjawab korporat.
Forum juga turut menampilkan penceramah seperti Datuk Muhamad Umar Swift, Ketua Pegawai Eksekutif Bursa Malaysia, yang menegaskan kepentingan ketelusan dalam laporan kelestarian bagi membina kepercayaan pelabur dan memperkukuh ketahanan syarikat dalam pasaran yang semakin mencabar.
Sementara itu, Shanta Helena Dwarkasing dari UNGCMYB membincangkan hala tuju masa depan dalam landskap kelestarian yang kian berkembang.
Inisiatif baharu turut diperkenalkan oleh Pos Malaysia melalui Laporan Pelepasan Karbon Pos Hijau, yang bakal dilancarkan pada Disember 2024.
Laporan berkenaan akan membolehkan pelanggan mengukur dan mengurus pelepasan karbon Skop 3, menjadikan Pos Malaysia sebagai syarikat logistik pertama di Malaysia yang menyediakan laporan sedemikian.
2 months ago | Report Abuse
Balik 40-50sen anytime foreign funds dah kembali
2 months ago | Report Abuse
Food conglomerate Dari china mau beli Oversea, baik jika sahih hehe
2 months ago | Report Abuse
Bagus jika gang Eddie jualkan Oversea dapat pahala Bagi Eddie hehe
2 months ago | Report Abuse
Drb up a lot 1.1++ maybe geely in pos Malaysia to be announced
2 months ago | Report Abuse
Yes, selling **Oversea Enterprise Berhad** now could be seen as a strategically **good timing** due to the following factors:
### 1. **Tourism Boom**:
- As **tourism rebounds** after the COVID-19 pandemic, particularly in Southeast Asia and Malaysia, the **food and beverage sector** is experiencing renewed demand. Restaurants and food-related businesses benefit significantly from increased tourist traffic, which boosts revenue. Oversea Enterprise, with its well-known Chinese restaurants catering to both locals and tourists, could capitalize on this surge in tourism.
- The increased foot traffic and consumer spending in key locations, especially in urban centers and tourist hubs, could raise the company’s valuation.
### 2. **Economic Recovery**:
- With the **global economy recovering**, Malaysia’s **GDP growth** has improved, along with rising consumer spending. The **middle class** is also showing greater purchasing power, leading to increased demand for dining experiences. This economic backdrop is favorable for businesses in the F&B industry, making the company more attractive to potential buyers.
- Investors often see growth opportunities in economic recovery periods, where businesses poised to benefit from rising consumption can be valued at a premium.
### 3. **Better Valuation Due to Stronger Financials**:
- With the recovery in tourism and economic activity, **Oversea Enterprise’s financial performance** could improve, leading to stronger revenues and potentially higher profits. This might position the company for a more **favorable valuation**. A prospective buyer might pay more if the business shows it can generate better cash flow in the recovery period.
### 4. **Attractive Market Conditions**:
- Post-pandemic, the food and beverage market is shifting, with **consolidation** happening across the industry. Larger players are seeking to acquire established brands with strong footholds in key locations. Oversea Enterprise, with its iconic name and history in Malaysia, could attract buyers looking to expand their presence in the region.
- Additionally, **e-commerce and food delivery platforms** have grown during the pandemic, adding new revenue channels for restaurant operators. A buyer might see this as a chance to grow the company’s business through online food delivery and catering services.
### 5. **Rising Investor Interest**:
- Investors, especially private equity firms or strategic buyers, are looking for **established brands** in the food sector with growth potential. Oversea Enterprise, with its well-established brand, reputation, and loyal customer base, could be seen as a strong acquisition target, particularly with the potential for expansion both locally and regionally.
### 6. **Strong Asset Base**:
- **Oversea Enterprise owns valuable real estate** in some key locations, which could further increase its attractiveness. In the post-pandemic recovery, property values in urban and tourist areas are rebounding, which could enhance the overall value of the company’s assets, making now an ideal time to sell.
### 7. **Favorable Exit for Shareholders**:
- With tourism and the economy recovering, this may be an **optimal window for shareholders to exit** at a higher valuation. Eddie Chai’s passing and the possible lack of interest in continuing the business from heirs or current management could make this recovery period the best time to maximize shareholder returns.
In conclusion, disposing of Oversea Enterprise now could be a good move given the **tourism boom, economic recovery, stronger financial performance**, and **investor interest** in the food and beverage sector. Selling during this upward trajectory could allow the owners to capitalize on improved market conditions and secure a premium valuation for the business.
2 months ago | Report Abuse
**Oversea Enterprise Berhad**, a well-known Malaysian restaurant chain and food manufacturing company, was rumored to be up for sale following the passing of **Eddie Chai**, its controlling shareholder. There are several potential reasons for why Oversea Enterprise might be sold or face a strategic shift after Eddie Chai’s death:
### 1. **Succession and Leadership Vacuum**:
- Eddie Chai, who passed away in July 2022, was the controlling shareholder and a key figure in driving the company’s direction. With his passing, there may be uncertainties around **succession planning** and leadership. Often, when a company’s key figure dies, there might be pressure to sell if the next generation or current leadership lacks the same vision or willingness to continue running the business.
### 2. **Family Dynamics and Interests**:
- In some cases, the family or heirs of a deceased businessperson may have differing views on whether to continue with the business or liquidate assets. If Eddie Chai’s heirs are not interested in running Oversea Enterprise or prefer to focus on other ventures, selling the company may be a logical option to unlock the value of their shares.
### 3. **Financial Pressures or Strategic Exit**:
- **Oversea Enterprise** has faced its share of financial difficulties in the past, particularly due to **intense competition** in the restaurant sector and the impact of the COVID-19 pandemic, which negatively affected the food and beverage industry. Eddie Chai's passing may have accelerated discussions about restructuring or selling the business to handle financial pressures or streamline the company’s operations.
- A strategic sale could also be a way to attract fresh capital, new leadership, or a new direction for the company in an increasingly competitive market.
### 4. **Unlocking Value for Shareholders**:
- Oversea Enterprise owns valuable **real estate** and intellectual property linked to its restaurant brand and food products. Selling the business could be a way for shareholders to **unlock value** and potentially capitalize on these assets. If a buyer is willing to pay a premium for the company's assets or brand, it may present an opportunity to maximize the value for existing shareholders.
### 5. **Potential Buyers or Acquisition Offers**:
- After Eddie Chai’s death, potential buyers may have shown interest in acquiring Oversea Enterprise due to its established brand and long history in the Malaysian dining scene. A sale might be triggered by outside parties offering an attractive deal to the shareholders or board of directors.
### 6. **Changing Industry Landscape**:
- The **food and beverage industry** has undergone significant shifts, especially with the rise of food delivery platforms, changes in consumer behavior, and post-pandemic challenges. A sale could be viewed as a response to the changing landscape, with new owners potentially having the resources or expertise to navigate the evolving industry better.
In summary, the potential sale of Oversea Enterprise after Eddie Chai’s death could be influenced by leadership uncertainties, family dynamics, financial pressures, or a strategic decision to unlock the value of the company’s assets. The absence of its key leader may have prompted discussions about the best future direction for the company, including a possible sale to new investors.
2 months ago | Report Abuse
The major shareholders of **Pos Malaysia Berhad** include significant institutional investors and government-linked entities. Here are the key shareholders:
### 1. **DRB-HICOM Berhad**
- **DRB-HICOM**, a diversified Malaysian conglomerate with interests in automotive, property, and logistics, is the **largest shareholder** in Pos Malaysia. As of recent filings, DRB-HICOM owns around **53.5%** of Pos Malaysia's shares. DRB-HICOM is itself linked to prominent businessman **Tan Sri Syed Mokhtar Al-Bukhary**.
### 2. **Government-linked Institutional Investors**
- **Employees Provident Fund (EPF)**: The EPF, Malaysia's national retirement savings fund, is a significant institutional investor in Pos Malaysia.
- **Permodalan Nasional Berhad (PNB)**: PNB, a government-linked investment company, holds a stake in Pos Malaysia.
- These entities often hold positions in key national infrastructure companies.
### Why They Still Hold Pos Malaysia
There are several reasons why these major shareholders, particularly **DRB-HICOM**, continue to hold stakes in Pos Malaysia despite some financial challenges in recent years:
1. **Strategic Importance**:
- **National infrastructure**: Pos Malaysia plays a crucial role in the national postal and logistics network. For DRB-HICOM and government-linked institutions, maintaining control over such an important entity aligns with national interest and infrastructure priorities.
- Pos Malaysia has a large, established network across the country, which is valuable for the potential expansion of e-commerce logistics, courier services, and other delivery systems.
2. **Long-term Growth Potential**:
- Despite declining mail volumes, Pos Malaysia has significant potential in the **e-commerce** and **logistics** sectors. With the rise of online shopping and digital platforms, the company could capitalize on increasing demand for delivery services.
- The shift toward e-commerce and supply chain logistics could create future profitability.
3. **National Service Obligations**:
- As the national postal service provider, Pos Malaysia has certain public service obligations (PSO), including universal postal service, which makes it a strategic asset for the government.
- Some shareholders may be holding on due to these national service roles and the associated responsibility of keeping the postal network functional.
4. **Turnaround Plans**:
- DRB-HICOM has previously indicated restructuring and transformation plans for Pos Malaysia, aimed at modernizing operations, investing in technology, and improving cost efficiency. The company may be seen as a long-term turnaround project, especially as logistics continues to evolve.
5. **Synergy with DRB-HICOM's Other Businesses**:
- DRB-HICOM, being a major player in automotive and logistics, may see Pos Malaysia as an important part of its broader logistics and supply chain ambitions, particularly in integrating various aspects of its portfolio.
In summary, the major shareholders of Pos Malaysia, particularly DRB-HICOM and government-linked entities, likely continue to hold their positions due to its strategic importance in national infrastructure, its long-term potential in the logistics sector, and its alignment with broader business and national interests.
2 months ago | Report Abuse
pos msia ada banyak lokasi, jadikan tempat warehousing, lagi berbaloi kini
“Malaysia is now focusing on reshoring and friendshoring due to these tensions. There will be demand for different asset classes, including commercial spaces such as retail and warehousing.”
2 months ago | Report Abuse
Price Target
A price target is an analyst's projection of a share's future price.
Average Target Price, Price Call and Upside/Downside here are derived from Price Targets in the past 6 months.
Last Price
0.355
Avg Target Price
0.83
Upside/Downside
+0.475 (133.80%)
2 months ago | Report Abuse
Tunggu tindakan lanjutan vt ya
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BJFOOD
-0.005
0.355
-1.39%
POS
+0.01
0.325
3.17%
OVERSEA
-0.01
0.045
-18.18%
GENETEC
-0.04
0.97
-3.96%
DXN
-0.01
0.605
-1.63%
KAWAN
0.00
1.73
0.00%
PICORP
0.00
0.065
0.00%
ATIS
0.00
1.29
0.00%
Market
MY Stocks
CONSUMER PRODUCTS & SERVICES
TRAVEL, LEISURE & HOSPITALITY
BERJAYA FOOD BERHAD
KLSE (MYR): BJFOOD (5196)
Live Data: OFF
You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!
Last Price
0.355
Today's Change
-0.005 (1.39%)
Day's Change
0.355 - 0.365
Trading Volume
879,600
Overview
Market Cap
691 Million
NOSH
1,948 Million
Avg Volume (4 weeks)
3,874,710
4 Weeks Range
0.335 - 0.50
4 Weeks Price Volatility (%)
12.12%
52 Weeks Range
0.335 - 0.775
52 Weeks Price Volatility (%)
4.55%
Previous Close
0.36
Open
0.36
Bid
0.355 x 139,300
Ask
0.36 x 668,100
Day's Range
0.355 - 0.365
Trading Volume
879,600
Market Depth
Best Buy
Position
Price
Volume
Orders
1
0.355
139,300
7
2
0.35
315,600
17
3
0.345
125,000
10
4
0.34
693,200
18
5
0.335
393,000
13
Best Sell
Position
Price
Volume
Orders
1
0.36
668,100
11
2
0.365
545,500
12
3
0.37
448,700
15
4
0.375
180,900
12
5
0.38
210,400
10
Financial Highlight
Latest Quarter | Ann. Date
30-Jun-2024 [#4] | 27-Aug-2024
Next QR | Est. Ann. Date
30-Sep-2024 | 15-Nov-2024
T4Q P/E | EY
-7.56 | -13.24%
T4Q DY | Payout %
1.13% | 0.00%
T4Q NAPS | P/NAPS
0.20 | 1.77
T4Q NP Margin | ROE
-12.05% | -23.37%
DY
PE
NAPS
ROE
Market Buzz
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2024-09-25
Forum
15 New Comments
2024-09-20
Insider
BERJAYA CORPORATION BERHAD (a substantial shareholder) acquired 1,000,000 shares on 18-Sep-2024.
2024-09-20
Insider
BERJAYA CORPORATION BERHAD (a substantial shareholder) acquired 1,000,000 shares on 17-Sep-2024.
2024-09-20
Insider
JUARA SEJATI SDN BHD (a substantial shareholder) acquired 1,000,000 shares on 18-Sep-2024.
2024-09-20
Insider
JUARA SEJATI SDN BHD (a substantial shareholder) acquired 1,000,000 shares on 17-Sep-2024.
2024-09-20
Insider
BERJAYA GROUP BERHAD (a substantial shareholder) acquired 1,000,000 shares on 18-Sep-2024.
2024-09-20
Insider
BERJAYA GROUP BERHAD (a substantial shareholder) acquired 1,000,000 shares on 17-Sep-2024.
2024-09-18
Insider
BERJAYA GROUP BERHAD (a substantial shareholder) acquired 1,710,000 shares on 13-Sep-2024.
2024-09-18
Insider
BERJAYA GROUP BERHAD (a substantial shareholder) acquired 1,400,000 shares on 13-Sep-2024.
2024-09-18
Insider
BERJAYA GROUP BERHAD (a substantial shareholder) acquired 6,557,000 shares on 12-Sep-2024.
2024-09-18
Insider
BERJAYA GROUP BERHAD (a substantial shareholder) acquired 2,207,000 shares on 12-Sep-2024.
2024-09-18
Insider
BERJAYA CORPORATION BERHAD (a substantial shareholder) acquired 1,710,000 shares on 13-Sep-2024.
2 months ago | Report Abuse
Savor the extraordinary with Starbucks Reserve™ Sun-Dried Brazil Fazenda Santa Clara, where hints of mandarin orange and morello cherry for each sip. 🍊🍒
For a decadent experience, enjoy Starbucks Reserve™ Tanzania Mondul Estate, featuring rich notes of Brazil nut, red currant, and a delightful chocolate-fudge sweetness. 🌰🍫🌟
Find these gems exclusively available at Starbucks Reserve stores from 17th September 2024 onwards.
#StarbucksMalaysia
2 months ago | Report Abuse
Zambia is an emerging coffee origin bringing unique flavors – grapefruit, tropical fruits and spice – that are different from other African coffees. Each sip offers a harmonious balance of bright pomelo and sweet ginger notes, accompanied by a gentle acidity and the lingering essence of anise spice on your palate. This washed coffee is best paired with herbs and pineapple.
Get yourself a pack of fresh whole beans to brew it at home!
#StarbucksMalaysia
2 months ago | Report Abuse
Celebrating 25 years of community and flavor! ☕🌟
We’re excited to unveil the latest edition 25th Anniversary Starbucks Card 💚 Get it at a minimum activation of RM20.
*Available from 25th September 2024 onwards at all stores nationwide.
#StarbucksMalaysia
2 months ago | Report Abuse
A returning favorite, Starbucks Autumn Blend™ brings three independently amazing coffees together in a harmonious blend to warm the cooling days and accompany the heartier foods of Autumn. Flavors of candied pecan and sage, making this an ideal blend to enjoy on its own or paired with traditional seasonal foods and celebrations of togetherness. This pre-roast blend is best paired with herbs, cheeses and warm spices.
#StarbucksMalaysia
2 months ago | Report Abuse
Truth Matters - Starbucks menjunjung tinggi kemanusiaan. Kami mengutuk kekerasan, kehilangan nyawa orang yang tidak berdosa, serta semua ujaran kebencian.
Ketahui kebenaran lebih lanjut tentang kami di [www.starbucks.com.my/news?newsid=66]
2 months ago | Report Abuse
Truth Matters - Starbucks menjunjung tinggi kemanusiaan. Kami mengutuk kekerasan, kehilangan nyawa orang yang tidak berdosa, serta semua ujaran kebencian.
Ketahui kebenaran lebih lanjut tentang kami di [https://www.starbucks.com.my/news?newsid=66]
2 months ago | Report Abuse
Get ready for another wave of Mini-Bearista Collectibles this 25th September 2024! ✨
These adorable bears are here to steal your hearts, crafted by talented creative art students, independent artist, and yours truly. Don’t miss out! 💚
A portion of the proceeds from the mini-Bearista will go to the collaborating artists and will also be donated to a Palestine Relief Fund.
*Our mini-bearistas are sold in a blind box concept.
*Stay tuned to more mini-bearistas coming to you every month!
#StarbucksMalaysia #BrewingArtForGood #TheBearistaProject
2 months ago | Report Abuse
The retail sector in Malaysia is experiencing a boom due to several key factors:
### 1. **Post-Pandemic Recovery**
- **Pent-up Consumer Demand**: After the COVID-19 restrictions, consumers are eager to return to physical shopping, leading to a surge in retail activity.
- **Economic Rebound**: The broader recovery of the Malaysian economy has boosted consumer confidence and spending.
### 2. **Tourism Revival**
- **Return of Tourists**: The resumption of international travel, especially from neighboring countries and China, is contributing to higher foot traffic in retail hubs and malls.
- **Increased Spending by Tourists**: Tourists contribute significantly to retail sales, especially in luxury goods, fashion, and F&B sectors.
### 3. **Rising Disposable Income**
- **Higher Consumer Spending Power**: Economic growth and government support measures have increased disposable income, driving demand for goods and services.
- **Middle-Class Expansion**: Malaysia’s expanding middle class is supporting growth in premium and lifestyle retail segments.
### 4. **E-commerce Integration**
- **Omnichannel Strategies**: Many retailers are integrating online and offline platforms, offering a seamless shopping experience that caters to changing consumer behavior.
- **Digital Adoption**: The rise of e-commerce has led to retailers expanding their digital presence, allowing for growth in both brick-and-mortar and online sales.
### 5. **Influx of New Retail Concepts**
- **New Brands and Retail Formats**: International brands are entering the Malaysian market, while local players are innovating with new retail formats like experiential stores, which attract more customers.
- **Expansion of Convenience Retail**: The rise of convenience stores and specialty retailers, such as MyNews and FamilyMart, is contributing to the sector’s growth.
### 6. **Government Support and Incentives**
- **Stimulus Packages**: Government initiatives, including tax relief and financial assistance programs, have helped to stimulate consumer spending and boost the retail sector.
- **Infrastructure Development**: New infrastructure projects, such as transportation hubs and commercial areas, are creating opportunities for retail expansion.
### 7. **Festive Seasons and Events**
- **Seasonal Shopping**: Festivals like Hari Raya, Chinese New Year, and Deepavali encourage higher retail spending as consumers purchase gifts, clothing, and household goods.
- **Shopping Festivals and Sales**: Events like the Malaysia Mega Sale Carnival drive consumer traffic and boost retail spending.
These factors combined are driving a strong rebound and growth in Malaysia’s retail sector, creating opportunities for both local and international players to thrive.
2 months ago | Report Abuse
Pos Malaysia’s Islamic pawn shop (Ar-Rahnu) presents an attractive acquisition opportunity due to the rising demand for Shariah-compliant financial services, steady and low-risk revenue generation, and synergy with retail and financial operations. Acquiring these services would allow the buyer to expand into underserved markets, provide a diversified revenue stream, and leverage the growing demand for Islamic finance, all while supporting financial inclusion initiatives.
2 months ago | Report Abuse
Grab some before others notice.
Yes, Pos Malaysia’s Islamic pawn shop service, known as Ar-Rahnu, could be a good acquisition target for financial institutions or retail chains like MyNews or Speed99 for several strategic reasons:
Growing Demand for Shariah-Compliant Services: Ar-Rahnu caters to the increasing demand for ethical, interest-free financial services, especially in Malaysia.
• Diversified Revenue Stream: Provides a stable, low-risk revenue source through gold pawn transactions, particularly during economic uncertainty.
• Synergy with Retail/Financial Services: Adding Ar-Rahnu services to retail outlets (e.g., MyNews, Speed99) can increase foot traffic and cross-sell retail products.
• Expansion into Underserved Markets: Islamic pawnshops are popular in rural and semi-urban areas, allowing companies to expand in regions with less competition.
• Support for Financial Inclusion: Aligns with efforts to provide accessible financial services to underserved populations, enhancing brand reputation.
• Low Risk and High Asset Value: Loans backed by gold, a stable and appreciating asset, reduce financial risk.
• Economic Resilience: Pawnshops tend to thrive during both economic booms and downturns, making this a recession-resistant business.
• Potential for Digital Integration: Opportunity to expand into digital pawnbroking services, attracting tech-savvy customers and integrating with digital wallets or e-commerce platforms.
2 months ago | Report Abuse
Pos Malaysia’s retail outlets, known as **Pos Shop**, could potentially be attractive acquisition targets for convenience store chains like **Speed99** or **MyNews** due to several strategic factors:
### 1. **Wider Retail Footprint**
- **Pos Shop Locations**: Pos Shops have an extensive network across Malaysia, especially in rural and suburban areas where other convenience stores may have limited reach. Acquiring these outlets would allow Speed99 or MyNews to instantly expand their geographical presence without having to build new locations.
- **Convenience Store Synergy**: Both Speed99 and MyNews could repurpose or merge services within Pos Shops, creating mini-convenience stores with postal services, increasing foot traffic and sales.
### 2. **Diverse Service Offerings**
- **Integrated Services**: Pos Shops offer a range of postal and logistical services, such as mail, courier, and bill payment services, which could complement the convenience store business model. For example, MyNews or Speed99 could offer bill payments, parcel collection, or postal services, attracting more customers to their outlets.
- **E-Commerce Fulfillment**: The rise in e-commerce presents an opportunity to integrate parcel pickup and drop-off points at these stores, which would appeal to the growing demand for last-mile delivery services.
### 3. **Established Customer Base**
- **Regular Foot Traffic**: Pos Shops already have an established base of regular customers who visit for postal services. This consistent traffic could be converted into convenience store customers, generating more sales for Speed99 or MyNews.
- **Cross-Selling Opportunities**: Combining retail and postal services could open up cross-selling opportunities, with customers buying snacks, groceries, or other products during their visit for postal-related services.
### 4. **Logistics and Supply Chain Efficiency**
- **Existing Infrastructure**: Pos Malaysia’s logistics and distribution network could be leveraged by Speed99 or MyNews for their own supply chain and product distribution, reducing costs and improving delivery efficiency.
- **Strategic Partnerships**: Acquiring Pos Shops could also enable partnerships with logistics providers or e-commerce players, making the convenience store chain an essential part of the growing digital economy.
### 5. **Expanding Services in Underserved Markets**
- **Rural and Semi-Urban Expansion**: Pos Shops are often located in areas where other retail chains might not have a presence. Acquiring these outlets could allow MyNews or Speed99 to tap into these underserved markets and offer more comprehensive services in areas with less competition.
- **New Revenue Streams**: Integrating financial services (remittances, bill payments) with retail could create new revenue streams for convenience store chains, broadening their service offerings beyond traditional retail.
### 6. **Cost-Effective Expansion**
- **Asset Acquisition**: Instead of building new stores, acquiring Pos Shops could be a cost-effective way for either company to expand. These outlets already have an operational infrastructure, which could be easily adapted or upgraded to fit the convenience store model.
- **Brand Awareness**: Leveraging Pos Malaysia’s well-known brand would provide credibility and trust in rural and semi-urban areas, which could accelerate customer adoption of the new retail services.
### Conclusion
Pos Shops are attractive acquisition targets for **Speed99** or **MyNews** due to their broad geographic reach, existing customer base, synergy with convenience store operations, and opportunities to integrate e-commerce fulfillment and logistical services. Acquiring these outlets could significantly boost the retail footprint, expand service offerings, and tap into underserved markets, positioning the acquiring company for growth in Malaysia’s competitive retail sector.
2 months ago | Report Abuse
DRB-Hicom's commitment to ensuring that Pos Malaysia becomes profitable again is driven by several key factors:
### 1. **Strategic Importance**:
- **National Asset**: Pos Malaysia is a critical player in the logistics and postal sector in Malaysia. Ensuring its profitability is vital for maintaining essential services, especially in e-commerce and last-mile delivery.
- **Economic Impact**: A profitable Pos Malaysia contributes positively to the economy by providing jobs, supporting local businesses, and enhancing trade logistics.
### 2. **Shareholder Expectations**:
- **Pressure from Investors**: As a major stakeholder, DRB-Hicom faces pressure from investors to turn around the performance of Pos Malaysia. Stakeholders expect returns on their investments, and prolonged losses could lead to dissatisfaction and decreased market confidence.
- **Impact on Overall Performance**: Pos Malaysia's profitability directly affects DRB-Hicom’s financial health and market valuation. An unprofitable subsidiary can negatively impact the parent company’s performance metrics.
### 3. **Market Competitiveness**:
- **Rising Competition**: The logistics and postal industries are becoming increasingly competitive, with both local and international players entering the market. DRB-Hicom needs to act swiftly to enhance Pos Malaysia’s competitiveness to retain and grow its market share.
- **Consumer Expectations**: Evolving consumer demands for efficient and timely services necessitate a quick turnaround in Pos Malaysia’s operations to meet these expectations.
### 4. **Operational Efficiencies**:
- **Cost Reduction Initiatives**: There are opportunities to improve operational efficiencies within Pos Malaysia. Implementing cost-saving measures and optimizing processes can lead to immediate financial improvements.
- **Technological Integration**: Investing in technology and automation can enhance service delivery and reduce operational costs, contributing to profitability.
### 5. **Government Support and Policy Changes**:
- **Potential for Support**: Given its strategic importance, there may be government support available for Pos Malaysia, particularly in light of the evolving postal and logistics landscape. This support can aid in its recovery.
- **Regulatory Environment**: Changes in regulations may also favor Pos Malaysia’s business model, making it essential to act quickly to leverage any advantages.
### 6. **Financial Restructuring Needs**:
- **Urgent Financial Health**: Prolonged financial difficulties may necessitate urgent restructuring measures. Addressing these issues quickly can prevent further financial deterioration and prepare Pos Malaysia for future growth.
- **Debt Management**: If Pos Malaysia is carrying debt, timely profitability will be crucial in managing these obligations effectively and avoiding potential financial distress.
### 7. **Investment in Growth Opportunities**:
- **E-commerce Boom**: The rapid growth of e-commerce presents significant opportunities for Pos Malaysia. Acting quickly to capitalize on this trend can lead to increased revenue streams.
- **New Services and Partnerships**: Developing new services or forming strategic partnerships can help drive revenue growth, but these initiatives need to be executed promptly.
### Conclusion
DRB-Hicom's urgency in ensuring Pos Malaysia becomes profitable again stems from the need to address shareholder expectations, respond to competitive pressures, leverage market opportunities, and improve operational efficiencies. The company recognizes that delaying these efforts could lead to further financial challenges and missed opportunities, making immediate action essential for sustainable recovery and growth.
2 months ago | Report Abuse
The privatization of Pos Malaysia by DRB-Hicom, potentially in partnership with Geely, is highly likely due to several factors:
1. **DRB-Hicom’s Strategic Control**: DRB-Hicom wants tighter control to streamline operations and invest in long-term growth.
2. **Geely’s Expertise**: Geely, with its logistics experience, could help modernize Pos Malaysia, similar to its collaboration with DRB-Hicom on Proton.
3. **Investment Needs**: Privatization allows for necessary large-scale investments in logistics infrastructure and digital transformation without public market pressure.
4. **Government Support**: Pos Malaysia, being a strategic asset, may receive support for privatization to ensure competitiveness.
5. **Regional Growth Potential**: Pos Malaysia can expand regionally, tapping into the fast-growing Southeast Asian logistics market.
6. **DRB-Hicom’s Past Success with Privatization**: DRB-Hicom has successfully privatized companies before, like Proton, making this move a logical continuation.
Together, these factors point toward privatization as a strong possibility for Pos Malaysia’s future transformation and growth.
2 months ago | Report Abuse
Pos Malaysia can achieve profitability again through several key strategies:
1. **E-commerce Growth**: Capitalizing on the booming e-commerce sector to drive parcel delivery revenues.
2. **Restructuring & Cost Optimization**: Streamlining operations and reducing costs to improve efficiency.
3. **Diversification**: Expanding into logistics, courier services, and financial services for new revenue streams.
4. **Digital Transformation**: Investing in technology to improve service delivery and reduce operating costs.
5. **Government Support**: Benefiting from reforms and support to alleviate financial pressure.
6. **Strategic Partnerships**: Collaborating with logistics firms and e-commerce platforms for business growth.
7. **Core Competencies**: Strengthening last-mile delivery services to remain competitive.
8. **International Expansion**: Growing cross-border logistics to tap into regional markets.
These factors, combined with sustainability initiatives, position Pos Malaysia for a profitable recovery.
2 months ago | Report Abuse
Foreign fund inflows can help boost **Pos Malaysia's share price** for similar reasons as BJFoods, but there are specific factors relevant to Pos Malaysia's business that further justify this impact:
### 1. **Increased Demand for Shares**:
As with any company, foreign fund inflows create a direct increase in demand for Pos Malaysia shares. When foreign institutional investors buy large quantities of shares, it pushes the share price up due to the limited supply in the market, especially in a relatively low-liquidity stock like Pos Malaysia.
### 2. **Positive Investor Sentiment**:
Foreign investment is often seen as a vote of confidence in a company's future. For Pos Malaysia, foreign fund inflows would signal that international investors believe in the company’s potential for recovery and growth, possibly due to factors such as digital transformation, e-commerce expansion, or government support. This can lead to positive sentiment among domestic investors, boosting demand and pushing the share price higher.
### 3. **E-Commerce and Parcel Delivery Growth**:
Pos Malaysia is poised to benefit from the booming e-commerce sector in Malaysia and the region. Foreign investors, recognizing this growth trend, may see Pos Malaysia as a strategic investment due to its large distribution network and experience in logistics. If these foreign funds anticipate the company will capitalize on e-commerce trends, they are more likely to invest, driving up the share price.
### 4. **Capital for Operational Improvement**:
Foreign fund inflows can provide Pos Malaysia with better access to capital markets, indirectly facilitating improvements in its operations. For example, the company might use the capital for modernizing its logistics infrastructure, automating its sorting facilities, or enhancing its digital offerings. These improvements would make the company more competitive, leading to improved profitability, which is likely to be reflected in the share price.
### 5. **Restructuring and Diversification**:
Pos Malaysia has been diversifying from traditional mail services into more lucrative logistics, courier, and e-commerce-related services. Foreign funds may flow into the company due to these restructuring efforts, anticipating that its new business lines will drive future revenue growth. Such capital could be crucial in supporting further expansion into these areas, leading to higher stock valuations.
### 6. **Government Support and Privatization Potential**:
Pos Malaysia, being partially government-owned, may attract foreign investors due to its potential ties to government policies or privatization efforts. If the government implements reforms or further liberalizes the postal sector, foreign funds might flow in, driving up the share price as investors anticipate more favorable business conditions.
### 7. **Improved Liquidity and Marketability**:
Foreign fund inflows enhance liquidity, making it easier for all investors, including domestic ones, to trade Pos Malaysia shares. Increased liquidity often leads to higher marketability of the stock, which can attract more investors and drive up the share price as more buyers enter the market.
### 8. **Global Logistics Trends**:
Foreign investors might see Pos Malaysia as part of the broader global logistics and supply chain industry, which has seen increased interest due to shifts in global trade, the rise of e-commerce, and the demand for last-mile delivery solutions. Pos Malaysia’s position in this sector could be a key driver for foreign funds, as global investors seek to capitalize on these long-term growth trends.
### Conclusion:
Foreign fund inflows can significantly boost Pos Malaysia’s share price by increasing demand, improving investor sentiment, providing capital for modernization and growth, and aligning with global trends in e-commerce and logistics. Additionally, liquidity improvements and government support could further enhance Pos Malaysia’s appeal to international investors, contributing to a rise in share price.
2 months ago | Report Abuse
Foreign fund inflows can help boost BJFoods' share price for several key reasons:
### 1. **Increased Demand for Shares**:
When foreign investors buy BJFoods' shares, the increased demand pushes up the stock price. Large institutional investors or foreign funds often purchase significant volumes of shares, which directly raises the share price due to supply and demand dynamics.
### 2. **Market Confidence and Positive Sentiment**:
Foreign fund inflows signal confidence in the company and the local market. When international investors put money into BJFoods, it often reflects their positive outlook on the company's growth prospects and financial health. This can improve local investor sentiment, leading to more domestic buying and further price appreciation.
### 3. **Access to Greater Capital for Growth**:
With foreign investment, BJFoods has access to more capital, either directly or through improved stock liquidity. This enables the company to invest in expansion, innovation, or acquisitions, which enhances its future earnings potential and, in turn, supports a higher share price.
### 4. **Improved Liquidity**:
Foreign fund inflows increase the liquidity of BJFoods' stock, making it easier for investors to buy and sell shares. Higher liquidity generally makes a stock more attractive to investors, which can lead to more trading activity and a rise in the share price.
### 5. **Currency Effects**:
When foreign investors bring capital into a country, it can affect the local currency. A stronger currency can improve the purchasing power of the company and lower import costs, indirectly improving BJFoods' financial performance, which could reflect positively on the share price.
### 6. **Boosting Valuations**:
Foreign investors often bring with them a higher valuation of companies based on global benchmarks and comparisons. Their participation can lead to a re-rating of BJFoods' stock, increasing its price as it aligns with higher international valuation standards.
### Conclusion:
Foreign fund inflows boost BJFoods' share price by increasing demand, signaling confidence in the company, improving liquidity, and providing capital for future growth. This creates a positive feedback loop of rising prices and greater investor interest.
2 months ago | Report Abuse
BJFoods (Berjaya Food Berhad) is well-positioned for a rebound and growth in Malaysia and the broader Southeast Asian region due to several key factors:
1. **Strong Starbucks Performance**: Starbucks remains a flagship brand, with potential for further expansion in Malaysia and neighboring countries.
2. **Regional Expansion**: BJFoods can grow by entering new markets in Southeast Asia, capitalizing on urbanization and rising disposable incomes.
3. **Diversified Brand Portfolio**: With Kenny Rogers Roasters and Jollibean, BJFoods can cater to health-conscious consumers and broaden its market appeal.
4. **Digital Growth**: Emphasizing e-commerce and delivery services will help tap into growing online demand.
5. **Sustainability Focus**: Eco-friendly practices resonate with consumers and enhance brand loyalty.
6. **Product Innovation**: Introducing new, localized products keeps the brand fresh and relevant.
7. **Economic Recovery**: Rising consumer spending post-pandemic will fuel growth.
8. **Acquisitions and Partnerships**: Strategic collaborations could accelerate market penetration.
9. **Franchise Model**: Expanding the franchise model helps scale efficiently.
10. **Strong Leadership**: Effective management ensures sound financial strategy and growth.
These factors will drive BJFoods' resurgence and expansion in both Malaysia and the regional market.
2 months ago | Report Abuse
Starbucks in Malaysia could excel again for several reasons, despite past or temporary boycotts. Here are the key factors that contribute to its resilience and potential for continued success:
### 1. **Strong Brand Recognition and Loyalty**:
Starbucks enjoys a strong brand presence globally, including in Malaysia. Over the years, it has cultivated a loyal customer base due to its consistent product quality, ambiance, and customer service. Many consumers view Starbucks as a lifestyle brand, offering more than just coffee—this connection with customers makes it resilient to short-term setbacks.
### 2. **Localized Menu and Cultural Adaptation**:
Starbucks Malaysia has adapted its menu to reflect local tastes and preferences, offering items that cater to the diverse Malaysian palate. For example, they introduce beverages and desserts that appeal to the local Muslim population, particularly during festive seasons like Ramadan. This localized approach makes Starbucks more appealing and relevant to the Malaysian market.
### 3. **Halal Certification**:
All Starbucks outlets in Malaysia are certified halal, which is a significant factor for Muslim consumers. This halal certification reassures customers that Starbucks adheres to Islamic dietary laws, fostering trust and ensuring that the majority Muslim population can confidently consume its products.
### 4. **Strategic Expansion and Location**:
Starbucks has established outlets in key urban and suburban areas across Malaysia, including high-traffic locations like malls, airports, and business districts. These prime locations help maintain a strong physical presence and make Starbucks convenient and accessible to a wide range of customers.
### 5. **Growing Coffee Culture in Malaysia**:
Malaysia’s coffee culture has been growing, especially among younger generations and urban professionals. Starbucks benefits from this trend as it provides a social environment and work-friendly spaces that appeal to both students and professionals, helping the brand to retain its competitive edge in this segment.
### 6. **Digital and Loyalty Initiatives**:
Starbucks Malaysia has embraced digital strategies, such as mobile apps and a strong loyalty program (Starbucks Rewards). This has helped the company engage customers through personalized promotions, mobile ordering, and contactless payments. These innovations, combined with an increasingly digital-savvy population, ensure Starbucks stays relevant in the evolving market landscape.
### 7. **Sustainable Practices and Corporate Responsibility**:
Starbucks has increasingly focused on sustainability initiatives, including reducing plastic use and promoting ethical sourcing of coffee beans. These initiatives resonate with socially conscious consumers in Malaysia, especially as awareness of environmental and ethical issues grows.
### 8. **Resilience in the Face of Challenges**:
While temporary boycotts or geopolitical issues may have affected Starbucks in Malaysia in the past, the brand's resilience and adaptability have allowed it to bounce back. The Malaysian market tends to move on from short-term political or social movements, allowing brands like Starbucks to recover and regain customer trust.
### 9. **Collaborations and Marketing**:
Starbucks frequently collaborates with local influencers and brands for limited-edition products and promotions, which keep its offerings fresh and engaging. This marketing strategy helps Starbucks maintain excitement around its brand and appeal to younger consumers.
By combining strong brand loyalty, halal certification, localized offerings, and a growing coffee culture, Starbucks in Malaysia is well-positioned to excel again despite any short-term setbacks.
2 months ago | Report Abuse
The call for boycotts against Starbucks by Muslims is often tied to specific geopolitical or social events, and its intensity or duration can fluctuate based on these contexts. Here's a factual breakdown of why these boycotts might be temporary:
1. **Trigger Events**: Boycotts of Starbucks by Muslims are usually driven by its perceived political or corporate stances. For example, some boycotts have been linked to allegations of Starbucks supporting Israel during the Israeli-Palestinian conflict. These claims are often sparked by misinformation or symbolic actions and tend to rise in periods of heightened tension in the Middle East.
2. **Clarifications from Starbucks**: Starbucks has consistently denied these allegations, clarifying that it does not financially support political causes or any particular country in such conflicts. As such, when these clarifications gain traction or the triggering geopolitical event subsides, the intensity of the boycott tends to decrease.
3. **Localized vs. Global Actions**: The boycotts often vary in intensity based on geography. While certain regions, especially those with active social movements, might experience sustained campaigns, other areas may not see significant participation, and over time, the boycott's influence wanes.
4. **Consumer Behavior**: Starbucks operates in many Muslim-majority countries, and many Muslim consumers enjoy the brand’s products. Over time, as media attention on specific issues declines, consumer habits often revert to normal. Temporary boycotts can also stem from the fact that while there may be a moral impetus to boycott initially, practical considerations and preferences often lead people to resume patronizing the brand.
Therefore, these boycotts tend to be temporary because they are usually reactive to specific incidents and tend to lose momentum as public attention shifts or clarifying facts come to light.
2 months ago | Report Abuse
Buy pos b4 sudden surge hehehe
Retail convenience store chain operator MyNews Holdings Bhd posted its fourth consecutive quarter of profits.
2 months ago | Report Abuse
Strengthening ringgit & the returning foreign funds to boost share price
2 months ago | Report Abuse
Foreign fund is back. Above 40sen anytime
2 months ago | Report Abuse
Investor appetite for small caps growing after Fed rate cut, Citi says - https://uk.investing.com/news/stock-market-news/investor-appetite-for-small-caps-growing-after-fed-rate-cut-citi-says-3704328
2 months ago | Report Abuse
36sen, I think vt mau harga syer balik 40-50sen asap 😉
2 months ago | Report Abuse
Above 40sen ramai beli kata graf looks like V shape pulak😁
2 months ago | Report Abuse
VT bijak buat privatisation dll ada precedence kan?😜
2 months ago | Report Abuse
Tiada yg mustahil , percaya saja VT 😁
2 months ago | Report Abuse
Stay calm, vt wanted to push it back to 40-50sen at least likely 😉😎
2 months ago | Report Abuse
Vincent & biz buddies would buy more
2 months ago | Report Abuse
Tourism would help to turnaround bjfood
Stock: [POS]: POS MALAYSIA BHD
2 months ago | Report Abuse
😃
Cagar emas di Pos ArRahnu dan anda berpeluang untuk menang hadiah lumayan bernilai lebih RM300,000!
Pinjaman sehingga 75% dan upah simpan yang rendah.
Syarat penyertaan:
1. Cagar emas dengan minimum RM5,000 di cawangan Pos ArRahnu selama 3 bulan.
2. Simpan resit cagaran sebagai bukti. Pemenang diumum 2 kali setahun.
3. Terbuka kepada warganegara dan bukan warganegara (menetap di Malaysia).
Kunjungi 80 cawangan Pos ArRahnu atau layari link di bio untuk maklumat lanjut.
(gambar sekadar ilustrasi)
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