Other factors that could send pos share price flying again.

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

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

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

Analysis of Shareholdings as at 27 March 2024
No. Name of Shareholders No. of Shares %
6. CITIGROUP NOMINEES (TEMPATAN) SDN BHD
EMPLOYEES PROVIDENT FUND BOARD
6,470,501 0.83
7. MAYBANK NOMINEES (ASING) SDN BHD
EXEMPT AN FOR KENSINGTON TRUST LABUAN (AMAT CLASS-H)
6,000,000 0.77
8. AMSEC NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR KOK CHIN SIANG
5,943,000 0.76
9. ALLIANCEGROUP NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR DEVA DASSAN SOLOMON (8041850)
4,864,900 0.62
10. SHIRIN DEVI PATHMANATHAN 4,650,600 0.59
11. ALLIANCEGROUP NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR INBAMANAY A/P M J ARUMANAYAGAM (8061712)
4,529,900 0.58
12. ALLIANCEGROUP NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR SELINA SHARMALAR SOLOMON (8112136)
3,995,300 0.51
13. LIM BOON LIAT 3,500,000 0.45
14. ALLIANCEGROUP NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR HELINA SHANTI SOLOMON (7001761)
3,357,600 0.43
15. CITIGROUP NOMINEES (TEMPATAN) SDN BHD
EMPLOYEES PROVIDENT FUND BOARD (ISLAMIC)
3,052,799 0.39
16. AFFIN HWANG NOMINEES (TEMPATAN) SDN. BHD.
PLEDGED SECURITIES ACCOUNT FOR LIM TECK HUAT
3,050,100 0.39
17. PUBLIC NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR DEVA DASSAN SOLOMON (E-SS2)
2,970,200 0.38
18. MAYBANK NOMINEES (TEMPATAN) SDN BHD
CHEAH HUEY MEI
2,911,000 0.37
19. CIMSEC NOMINEES (TEMPATAN) SDN BHD
CIMB FOR ABDUL GHANI BIN ABDULLAH (PB)
2,800,000 0.36
20. PUBLIC NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR INBAMANAY A/P M J ARUMANAYAGAM (E-SS2)
2,567,500 0.33
21. CGS INTERNATIONAL NOMINEES MALAYSIA (TEMPATAN) SDN. BHD.
PLEDGED SECURITIES ACCOUNT FOR DEVA DASSAN SOLOMON (MY1091)
2,437,500 0.31
22. JAROD CHOO CHEE CHEONG 2,204,100 0.28
23. DEVA DASSAN SOLOMON 2,174,825 0.28
24. MAYBANK NOMINEES (TEMPATAN) SDN BHD
TENG LUNG CHAI
2,146,200 0.27
25. PUBLIC INVEST NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR DEVA DASSAN SOLOMON (M)
2,106,000 0.27
26. CARTABAN NOMINEES (ASING) SDN BHD
SSBT FUND J724 FOR SPDR PORTFOLIO EMERGING MARKETS ETF
2,074,100 0.26
27. ZHUO YUE 2,000,000 0.26
28. LEE JUN KIN 1,892,700 0.24
29. UOB KAY HIAN NOMINEES (ASING) SDN BHD
EXEMPT AN FOR UOB KAY HIAN PTE LTD (A/C CLIENTS)
1,795,814 0.23
30. LIM CHIN SEAN 1,794,600 0.23
Total 549,420,589 70.1

6. Taman
Perindustrian
Bukit Minyak,
Pulau Pinang
PN 10881, Lot 20023,
Mukim 13, District of Seberang
Perai Tengah,
State of Pulau Pinang
Pos Malaysia
Berhad
12,348 7,772 17,464,293 –
7. KLIA HS (D) 7443, PT27,
Town of Lapangan Terbang
Antarabangsa Sepang,
District of Sepang,
State of Selangor
Pos Malaysia
(Concessionaire)
36,950 18,729 13,710,768 –
8. Brickfields PN 27419, Lot 361, Section 72,
Town of Kuala Lumpur,
District of Kuala Lumpur,
Wilayah Persekutuan
Kuala Lumpur
Pos Malaysia
& Services
Holdings
Berhad
10,922 3,914 10,159,837 –
9. Cyberjaya Parent Title GRN 339485,
Lot No. 111284,
Bandar Cyberjaya,
District of Sepang,
State of Selangor
Pos Digicert
Sdn. Bhd.
N/A 17,999 9,715,459 –
10. Prai Industrial
Estate
HS(D) 44443, PT 2789,
Mukim 01, District of Seberang
Perai Tengah,
State of Pulau Pinang
Diperdana
Kontena
Sdn. Bhd.
40,485 5,356 9,125,640 –
T

TOP 10
PROPERTIES
No. Location Subject Property
Registered
Owner
Land Area
(square metre)
Gross Floor
Area
(square metre)
Net Book
Value as at
31 December
2023 (RM)
Date of
Revaluation
1. International
Airport
Southern Support Zone,
KL International Airport,
64000 Sepang, Selangor
Pos Aviation
Sdn. Bhd.
(Concessionaire)
189,550 67,607 73,161,612 –
2. Section 28,
Shah Alam
HS(D) 316566 PT 856,
Section 28, Pekan Hicom,
District of Petaling,
State of Selangor
Pos Malaysia
Berhad
40,093 N/A 71,065,687 –
3. Section 21,
Shah Alam
HS(D) 98478, PT 1, Section 21,
Town of Shah Alam,
District of Petaling,
State of Selangor
PMB Properties
Sdn. Bhd.
90,072 57,749 44,620,462 –
4. Pelabuhan
Klang
HS(D) 116399, PT225,
Town of Sultan Sulaiman,
District of Klang,
State of Selangor
Pos Logistics
Berhad
135,257 7,526 42,780,383 –
5. Greentown,
Ipoh
PN 153721, Lot No. 2351N,
Town of Ipoh (N),
District of Kinta,
State of Perak
Effivation
Sdn. Bhd.
1,500
N/A 21,050,000 1.11.2023
PN 155068, Lot 2436N,
Town of Ipoh (N),
District of Kinta,
State of Perak
1,310
PN 155069, Lot 2437N,
Town of Ipoh (N),
District of Kinta,
State of Perak
1,424
PN 155073, Lot No. 2740N,
Town of Ipoh (N),
District of Kinta,
State of Perak

Kawan Food Berhad is a prominent player in the frozen food industry, particularly known for its Malaysian-style products. Several reasons make Kawan Food Berhad an interesting topic:

1. **Strong Brand in Frozen Foods**: Kawan Food is well-known for its wide range of frozen food products, including **roti paratha**, chapati, pastries, and snacks. Their products cater to a broad consumer base, both locally and internationally, with a focus on convenience and quality.

2. **Global Presence**: The company exports its products to over 80 countries, including key markets like the US, Europe, and the Middle East. Their international reach has positioned them as one of the top frozen food exporters from Malaysia, allowing them to capture diverse markets.

3. **Halal Certification**: Kawan Food's products are **Halal-certified**, which is a significant advantage in Muslim-majority countries and regions where Halal food products are in high demand. This certification enhances their marketability in global markets like the Middle East and Southeast Asia.

4. **Innovation and R&D**: Kawan Food invests heavily in **research and development** to innovate and expand its product offerings. They focus on product quality and new frozen food solutions that cater to changing consumer preferences, such as healthier, gluten-free, and plant-based options.

5. **Growing Frozen Food Market**: The global frozen food market has been growing steadily, driven by busy lifestyles, increasing urbanization, and the demand for convenient food options. Kawan Food has benefited from this trend, positioning itself as a reliable brand in the ready-to-eat and frozen food segments.

6. **Strong Financial Performance**: Kawan Food Berhad has shown solid financial performance with consistent revenue growth. Their ability to balance expansion in international markets while maintaining a strong foothold in Malaysia has contributed to investor interest.

7. **Factory Automation**: Kawan Food has invested in modern manufacturing facilities with automated production lines. This has enabled them to maintain high production standards, meet growing demand, and improve operational efficiency, which enhances their competitive edge.

8. **Sustainability and ESG Initiatives**: Kawan Food has been focusing on **sustainability** and improving its environmental impact by adopting eco-friendly packaging, reducing waste, and optimizing energy use. These efforts align with global trends in environmental, social, and governance (ESG) practices, which are increasingly important to consumers and investors.

9. **COVID-19 Impact**: During the pandemic, there was an increased demand for frozen and convenient food, which benefited Kawan Food. Their products became more popular due to the growing trend of home dining and food storage.

Overall, Kawan Food Berhad is an attractive company due to its strong brand presence, global reach, innovation in food products, and its focus on sustainability, making it a key player in both the local and global frozen food markets.

DXN, a Malaysian-based company, is a global network marketing (MLM) enterprise primarily known for its cultivation, manufacture, and distribution of health and wellness products. Here are some key reasons why DXN might be of interest:

1. **Ganoderma Expertise**: DXN is renowned for its use of **Ganoderma** (a type of mushroom known for its medicinal properties) in its health products. It’s a pioneer in cultivating and marketing this product, which is central to their offerings, particularly in supplements, teas, coffees, and skincare.

2. **Global Reach**: DXN operates in over 180 countries and has a large distributor base. Its global footprint has made it one of the largest MLM companies in Asia, and it has expanded rapidly in regions like Latin America, Africa, and the Middle East.

3. **Network Marketing Model**: As an MLM company, DXN provides opportunities for people to become distributors and earn income through sales and recruitment. This business model has attracted a wide range of individuals looking for entrepreneurial opportunities, especially in developing countries.

4. **Health and Wellness Focus**: DXN’s products cater to the growing global trend of health-conscious consumers, focusing on herbal-based supplements, organic products, and natural remedies. This sector has seen a steady rise, making DXN's offerings more relevant.

5. **Vertical Integration**: DXN controls the entire production process, from farming to manufacturing to distribution. This vertical integration ensures product quality and gives the company better control over costs and supply chains.

6. **Stock Market Listing**: DXN went public and is listed on the Malaysian stock exchange (Bursa Malaysia). It is a point of interest for investors due to its global reach and profitability.

7. **Sustainability & Agriculture**: DXN has been involved in sustainable agricultural practices, especially in the cultivation of Ganoderma, and they emphasize organic farming in their production process.

8. **Resilience in the Market**: The company has maintained steady growth even during challenging economic periods due to its global reach, diverse product range, and growing health-conscious customer base.

These factors contribute to why DXN is often discussed in business, wellness, and investment circles.

Pos Malaysia has been a key player in the Malaysian postal and logistics sector for many years. There are several reasons why Pos Malaysia stands out or why it may be a topic of discussion:

1. **National Postal Service**: Pos Malaysia serves as the national postal service provider, handling mail and courier services throughout Malaysia, including remote areas.

2. **Diversified Services**: Over the years, it has expanded beyond traditional mail delivery, offering financial services, logistics, and retail operations through its branches.

3. **Digital Transformation**: Like many postal services globally, Pos Malaysia is undergoing a digital transformation to stay competitive in an increasingly digital world. This includes e-commerce solutions, mobile applications, and improved tracking systems.

4. **Challenges from E-commerce**: While e-commerce has boosted its parcel delivery business, Pos Malaysia has faced increased competition from private courier companies like DHL, FedEx, and local startups, putting pressure on its profitability.

5. **Government Ownership**: Pos Malaysia is partially owned by government-linked entities, making it a significant company in Malaysia's public service and business sectors.

6. **Exploring Spin-offs**: There has been interest in exploring opportunities like spinning off its subsidiaries (such as Pos Shop & Café), which could create value for shareholders through IPOs or other financial instruments.

7. **Sustainability & ESG**: Pos Malaysia has been working on initiatives related to environmental, social, and governance (ESG) considerations, aligning with global trends in corporate responsibility.

Its current strategies, financial performance, and any major shifts in the postal industry could be reasons why Pos Malaysia is an area of interest.

Datuk Dr. Lim Siow Jin, the founder of DXN Holdings, holds a degree in **Engineering** from the **Indian Institute of Technology (IIT), Bombay**. Despite his engineering background, he became deeply interested in traditional medicine, particularly in the health benefits of **Ganoderma** (also known as Lingzhi or Reishi mushrooms), which led him to establish DXN.

Dr. Lim also pursued further studies and research in holistic health and traditional herbal medicine, which played a crucial role in the development of DXN's products. His scientific approach, combined with a passion for natural wellness, has been a key factor in DXN's success in promoting Ganoderma-based health solutions globally.

DXN Holdings Berhad was founded by **Datuk Dr. Lim Siow Jin** in 1993. He is a renowned figure in the wellness industry, especially for his pioneering work with **Ganoderma**, a type of mushroom that is believed to have various health benefits. Dr. Lim's background in holistic health and his passion for natural remedies drove him to establish DXN, focusing on products that promote overall wellness.

Dr. Lim is also well-regarded for his vision of combining the principles of traditional medicine with modern scientific research, particularly in the cultivation and commercialization of Ganoderma. Under his leadership, DXN has grown into a global network, with a presence in over 180 countries, making it one of the prominent names in the direct-selling wellness industry.

His leadership and vision continue to play a significant role in DXN's success and global expansion.

DXN Holdings Berhad is a Malaysian company that primarily operates in the health and wellness sector. It is known for its production of dietary supplements, food and beverages, personal care products, and household items, with a focus on Ganoderma-based products.

In terms of potential, DXN Holdings has several factors in its favor:

1. **Global Reach**: DXN operates in over 180 countries with a large network of independent distributors. This wide global footprint provides a strong base for growth, especially in emerging markets where health and wellness trends are increasing.

2. **Growing Health and Wellness Market**: The global demand for supplements, particularly those promoting natural health benefits, is on the rise. DXN's core product offerings align with consumer trends favoring organic and herbal supplements.

3. **Multi-level Marketing Model**: DXN uses a direct selling approach through a multi-level marketing (MLM) model. While MLM has risks and is highly regulated, DXN has sustained a large base of distributors, which supports consistent revenue generation.

4. **Product Diversification**: Beyond supplements, DXN has diversified into other product categories like food, beverages, cosmetics, and personal care. This reduces reliance on any single product and opens opportunities in various sectors.

5. **Sustainability Focus**: DXN’s focus on natural and organic products positions it well in markets that value sustainability and eco-friendly consumption.

Overall, DXN’s strong brand, global presence, and product diversification offer significant growth potential, particularly if it capitalizes on the increasing demand for wellness products.

Dividend yield5.9%~6%

Ipo price 70sen, Mbb target 85sen

Possibly a gang is manipulating, buy n sell to reduce the price,then sudden surge, all rush in to push up 50sen & above

Post-briefing update
Sales momentum in the majority of DXN’s operating regions have performed well in 1QFY25 but the surge in DXN’s core raw material costs will eventually weigh on group margins as product price adjustments may not fully offset higher production costs. We lower our FY25E-FY27E earnings estimate by 5%-8%. Rolling forward valuations to CY25E, our TP is lowered to MYR0.85 based on an unchanged 11x PER. Maintain BUY.

Buy, dividend ~6%

DXN Holdings 1Q net profit up 10.26%, targets market presence in Zambia, Ghana

Baik utk pos msia logistics

Proton Edar chief executive officer Roslan Abdullah.

PETALING JAYA: Sales of national carmaker Proton Holdings Bhd exceeded the 100,000-mark for the sixth year in a row with 101,489 units sold year-to-date (y-t-d).

This came after the company sold 12,690 units in August, across its domestic and export markets.

“This has solidified the company’s second position in the overall national automotive sales ranking table with a forecast market share of 19%,” Proton said in a statement.

The company said it saw strong sales numbers for the Proton X50 for a second consecutive month and export sales volume doubling compared to July, driven by sales in Brunei hitting an all-time high.

Total industry volume (TIV) for the Malaysian automotive market is estimated to have grown by 1.3% month-on-month to approximately 72,678 units in August, while the y-t-d figure is estimated to be at 534,766 units, an increase of 6.2% over 2023.

“The 2024 Proton X50 was launched on June 4 this year, featuring a number of refinements to keep the model ahead of its B-segment sport utility vehicle (SUV) rivals. The updated model continues to find favour with buyers as 2,440 units were delivered in August, the third time volume has breached the 2,000 threshold in 2024. Y-t-d sales now stand at 15,229 units, making the Proton X50 the most popular SUV in Proton’s range.”

Following record deliveries of 7,855 units in July, sales of the Proton Saga came in at 6,211 units in August leading to y-t-d sales of 48,904 units, an uptick of 6.7% over 2023.

As for the other Proton sedans, sales for the C-segment sedan, the Proton S70, were 1,205 units for a total of 13,755 units, while its B-segment sedan sister the Proton Persona saw 1,452 units change hands, bringing its y-t-d total to 13,116 units.

Meanwhile, the flagship Proton X90 retained leadership for its segment with 241 being delivered in August and a y-t-d figure of 2,507 units.

Finally, Proton’s B-segment hatchback, the Proton Iriz, sold 403 units to bring its total sales to date to 3,719 units.

Proton Edar chief executive officer Roslan Abdullah said Malaysia’s automotive market remains buoyant, which is reflected by the company’s sales volume to-date this year.

“In light of the resilient domestic economy, with gross domestic product (GDP) growth projected at 4% to 5%, Proton agrees with the Malaysian Automotive Association’s or MAA decision to increase the full-year TIV projection to 765,000 units and we remain optimistic about the potential for further growth in the local automotive industry,” he added.

Roslan said while there has been a lot of competition this year from new brands, market response to Proton’s latest updates models has been positive with strong booking numbers seen nationwide.

“This is testament to the effectiveness of the enhancements made and speaks volumes about the importance of having a market leading network of 3S/4S outlets to serve our customers’ needs,” he said.

Proton uses Pos Malaysia for logistics due to several strategic advantages, including:

1. **Nationwide Reach**: Pos Malaysia has an extensive logistics network that covers the entire country, including rural and remote areas. This allows Proton to efficiently deliver parts, documents, and even vehicles to various locations.

2. **Established Infrastructure**: Pos Malaysia has a well-established logistics infrastructure with warehouses, transportation fleets, and distribution centers, which can handle Proton's supply chain needs.

3. **Cost Efficiency**: Outsourcing logistics to Pos Malaysia can help Proton save on costs related to setting up and maintaining its own logistics operations. Pos Malaysia’s scale and experience can lead to more efficient operations at a lower cost.

4. **Partnership Synergy**: Both Proton and Pos Malaysia are government-linked companies (GLCs), which can lead to strategic collaboration, benefiting both parties in terms of national economic goals and operational synergy.

5. **Reliability and Trust**: Pos Malaysia has been in operation for decades, and its reputation for reliability and trustworthiness makes it a dependable partner for Proton’s logistics needs.

This collaboration allows Proton to focus on its core competencies in vehicle manufacturing while ensuring its logistics and distribution are handled by an experienced partner.

Good4pos logisticsbiz.

Proton deputy CEO Roslan Abdullah at the launch of the 'Saga-Merdeka easy to own' campaign

KUALA LUMPUR: Proton continues to solidify its second position in the overall national automotive sales ranking table with a forecast market share of 19%.

The national carmaker said it exceeded the 100,000-mark for the sixth year in a row with 101,489 units sold in the year-to-date (YTD), after achieving sales of 12,690 units (domestic and export) in August.

Proton also said it agreed with the Malaysian Automotive Association’s (MAA) decision to increase the full-year TIV projection to 765,000 units and that it remains optimistic about the potential for further growth in the local automotive industry.

“While there has been a lot of competition this year from new brands, market response to Proton’s latest updates models has been positive with strong booking numbers seen nationwide. This is a testament to the effectiveness of the enhancements made and speaks volumes about the importance of having a market leading network of 3S/4S outlets to serve our customers’ needs,” said chief executive officer of Proton Edar, Roslan Abdullah,.

“Notable highlights for the month include strong sales numbers for the Proton X50 for a second consecutive month and export sales volume doubling compared to July driven by sales in Brunei hitting an all-time high. Total industry volume (TIV) for the Malaysian automotive market is estimated to have grown by 1.3%month-on-month to approximately 72,678 units in August while the YTD figure is estimated to be at 534,766 units, which is an increase of 6.2% over 2023,” it said in a statement.

The updated 2024 Proton X50 continues to find favour with buyers as 2,440 units were delivered in August, which is the third time volume has breached the 2,000 threshold in 2024, it said.

“YTD sales now stand at 15,229 units, making the Proton X50 the most popular SUV in Proton’s range,” it said.

Following record deliveries of 7,855 units in July, sales of the Proton Saga came in at 6,211 units in August leading to YTD sales of 48,904 units, an uptick of 6.7% over 2023, it said.

As for the other Proton sedans, the company said sales for the C-segment sedan, the Proton S70, were 1,205 units for a total of 13,755 units, while its B-segment sedan sister, the Proton Persona saw 1,452 units change hands, bringing its YTD total to 13,116 units. Meanwhile, the flagship Proton X90 retained leadership for its segment with 241 being delivered in August and a YTD figure of 2,507 units.

Proton’s B-segment hatchback, the Proton Iriz, sold 403 units to bring its total sales to date to 3,719 units.

https://www.businesstimes.com.sg/international/asean/winning-data-centre-gold-rush-s-e-asia

Pos ada banyak properties, buat data centers ... Ong huat kelak😂

macam mau gulung tikar pulak hehe


Name Details of Changes
Date Type No. of Shares Price
ENCIK ZAID BIN ABDULLAH 28-Aug-2024 Disposed 27,714,286 0.070
PUAN ZAIDAH BINTI MOHD SALLEH 28-Aug-2024 Disposed 27,714,286 0.070
DATO DR LUKMAN BIN IBRAHIM 14-Jun-2024 Acquired 600,000 0.075
ENCIK ZAID BIN ABDULLAH 13-Jun-2024 Disposed 8,300,000 0.072
PUAN ZAIDAH BINTI MOHD SALLEH 13-Jun-2024 Disposed 8,300,000 0.072
PUAN ZAIDAH BINTI MOHD SALLEH 15-Mar-2024 Disposed 5,738,500 0.077
ENCIK ZAID BIN ABDULLAH 15-Mar-2024 Disposed 5,738,500 0.077
ENCIK ZAID BIN ABDULLAH 06-Mar-2023 Disposed 6,050,000 0.274
PUAN ZAIDAH BINTI MOHD SALLEH 06-Mar-2023 Disposed 6,050,000 0.274
MR LEE WENG CHONG 03-Mar-2023 Disposed 250,000 0.300
DATO DR LUKMAN BIN IBRAHIM 16-Jan-2023 Disposed 350,300 0.275

major shareholders rushing to exit,.,. dah banyak quarters rugi... hehe below 5sen soon i rasa

2024-08-30

Insider

ZAID & ZAIDAH (L) FOUNDATION (a substantial shareholder) disposed 27,714,286 shares on 28-Aug-2024.

2024-08-30

Insider

ZKSB HOLDINGS SDN BHD (a substantial shareholder) disposed 27,714,286 shares on 28-Aug-2024.

2024-08-30

Insider

ZAIYADAL SDN BHD (a substantial shareholder) disposed 27,714,286 shares on 28-Aug-2024.

2024-08-30

Insider

ENCIK ZAID BIN ABDULLAH (a substantial shareholder) disposed 27,714,286 shares on 28-Aug-2024.

2024-08-30

Insider

PUAN ZAIDAH BINTI MOHD SALLEH (a substantial shareholder) disposed 27,714,286 shares on 28-Aug-2024.

2024-08-30

Insider

ENCIK ZAID BIN ABDULLAH (a company director) disposed 27,714,286 shares at 0.070 on 28-Aug-2024.

2024-08-30

Insider

PUAN ZAIDAH BINTI MOHD SALLEH (a company director) disposed 27,714,286 shares at 0.070 on 28-Aug-2024.

Tech stocks tumbled globally

Nta 63sen...😅

kenapa epf rush to exit????????????????? hmm habislah duit pelabur minoriti huhu

Dumping will continue till EPF dah exit kan? hehe

Wednesday, 4 Sep 2024
5:18PM
GENETEC EMPLOYEES PROVIDENT FUND BOARD (7,300,000 units Disposed)
Tuesday, 3 Sep 2024
5:26PM
GENETEC EMPLOYEES PROVIDENT FUND BOARD (4,129,800 units Disposed)
Monday, 2 Sep 2024
5:39PM
GENETEC CHEN KHAI VOON (1,500,000 units Acquired)
Friday, 30 Aug 2024
5:19PM
GENETEC CHEN KHAI VOON (2,294,000 units Disposed)
5:19PM
GENETEC EMPLOYEES PROVIDENT FUND BOARD (4,389,300 units Disposed)

nanti property revaluation, pos will report a huge profit with sky high NTA ya... MAt Salleh CEO pun dah cukup wang untuk bersara haha.. Buy now, huat ong kelak hehe

@@@@Willtolive

The land and property that Pos owns in today's value should be at least 10x of official valuations

2 days ago


Willtolive

Price 0.325
NTA 0.54

Privatisation is possible. Buy back at price +10% = 0.36 but getting value > 1.5x

2 days ag

Nice entry price lagipun property belum re value lagi

Wait4epf finish dumping 😂

<%-- for fixing scrollbar--%>
Save Print Back

0104 GENETEC GENETEC TECHNOLOGY BERHAD
Changes in Sub. S-hldr's Int (Section 138 of CA 2016)
Particulars of Shareholder
Name : EMPLOYEES PROVIDENT FUND BOARD
NRIC/Passport No./Company No. : EPF ACT 1991
Nationality/Country of Incorporation : Malaysia
Address:
5th Floor, EPF Tower No. 1, Persiaran Kwasa Utama 40150 Shah Alam Selangor
Malaysia
Descriptions (Class and Nominal Value):
Ordinary Shares
Name and Address of Registered Holder:
You are advised to read the entire contents of the announcement or
attachment. To read the entire contents of the announcement or attachment,
please access the Bursa website at http://www.bursamalaysia.com
Details of Changes
Date of Notice : 02/09/2024
Transactions:
No. Date Transaction Type No of Shares Price (RM)
1. 30/08/2024 Disposed 7,300,000 -
Circumstances by reason of which change has occurred:
Disposal of shares by Citigroup Nominees (Tempatan) Sdn BhdEmployees
Provident FD BD (RHB INV) - 7,300,000
Nature of Interest:
Indirect Interest
Consideration:

No of Shares Held After Changes:
Indirect/Deemed Interest : 46,013,800 shares (5.9250%)
Total : 46,013,800 shares
Remarks:
You are advised to read the entire contents of the announcement or attachment.
To read the entire contents of the announcement or attachment, please access
the Bursa website at http://www.bursamalaysia.com
Submitted By:

04/09/2024 07:00 AM


Ref Code: 202409043600165

Hah

2024-09-04

Insider

EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) disposed 7,300,000 shares on 30-Aug-2024.

2024-09-03

Insider

EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) disposed 4,000,000 shares on 29-Aug-2024.

2024-09-03

Insider

EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) disposed 129,800 shares on 29-Aug-2024.😅

https://theedgemalaysia.com/node/724244

Pos shop & cafe, next 😎😉

Khazanah mungkin buy back pos msia daripada syed mokhtar, kroni madey yg dah jahanamkannya hehehe

KUALA LUMPUR (Sept 3): Prime Minister Datuk Seri Anwar Ibrahim claimed that the 'non-transparent decisions' made by the previous administration had given opportunities for several cronies to destroy companies, particularly those that are the symbols and pride of the nation, such as Malaysia Airlines.

"Sometimes political decisions that lacked transparency gave opportunities to one, two cronies to destroy a company that is the pride of the nation.

"Due to these mistakes, the company remains a burden to us until today,” he said in his speech at the 30th anniversary celebration of Khazanah Nasional Bhd here on Tuesday.

Anwar, who is also the finance minister, said the decisions were made with the intention of protecting the interests of a few cronies, and sidelined the interests of the nation and the people.

Pos malaysia ada banking services kelak wait n see

DRB-HICOM Berhad owns a significant stake in **Bank Muamalat Malaysia Berhad**. Bank Muamalat is an Islamic bank in Malaysia that offers a range of Shariah-compliant financial products and services.

Pos malaysia ada banking services kelak wait n see

DRB-HICOM Berhad owns a significant stake in **Bank Muamalat Malaysia Berhad**. Bank Muamalat is an Islamic bank in Malaysia that offers a range of Shariah-compliant financial products and services.

Pos malaysia ada banking services kelak wait n see

DRB-HICOM Berhad owns a significant stake in **Bank Muamalat Malaysia Berhad**. Bank Muamalat is an Islamic bank in Malaysia that offers a range of Shariah-compliant financial products and services.

Next, each pos office with proton showroom in addition to shop & cafe hehe

Monetising Pos Malaysia's landbanks is a strategic move that can unlock significant value. Here are some key ways this could be achieved:

### **1. Real Estate Development**:
- **Joint Ventures**: Pos Malaysia could partner with property developers to develop commercial or residential properties on its land. This could include mixed-use developments combining retail, office spaces, and residential units.
- **Leasing**: Land could be leased to third parties for commercial development, generating a steady income stream without selling the asset.
- **Build-to-Suit**: Pos Malaysia could develop custom facilities on its land (e.g., warehouses, office buildings) and lease them to companies on long-term contracts, creating a stable revenue stream.

### **2. Sale of Non-Core Land**:
- **Outright Sale**: Pos Malaysia could sell non-core or underutilised landbanks to raise capital. This could be a quick way to generate significant funds for reinvestment in core operations or new business ventures.
- **Land Auctions**: Conducting public auctions could attract competitive bidding, potentially raising the sale price of valuable parcels of land.

### **3. Redevelopment for Higher Value Use**:
- **Re-zoning and Redevelopment**: If some of the landbanks are in strategic locations, Pos Malaysia could seek re-zoning to allow for higher-value use (e.g., converting industrial land to commercial or residential).
- **Urban Renewal Projects**: Pos Malaysia could initiate urban renewal projects, transforming older facilities into modern spaces, increasing land value and generating higher returns.

### **4. Real Estate Investment Trust (REIT)**:
- **Establishing a REIT**: Pos Malaysia could pool its land and property assets into a REIT. By doing so, it could list the REIT on Bursa Malaysia, allowing investors to buy shares while Pos Malaysia retains a stake and continues to benefit from the income generated.
- **Sale-Leaseback**: Pos Malaysia could sell some of its land to the REIT and lease it back, freeing up capital while still retaining operational use of the land.

### **5. Infrastructure Projects**:
- **Logistics Hubs**: Some landbanks could be developed into logistics hubs or distribution centres to support Pos Malaysia’s core operations, and excess capacity could be leased to third parties.
- **Public-Private Partnerships (PPPs)**: Collaborating with government bodies or private companies for infrastructure projects (e.g., transportation hubs) could be another monetisation strategy.

### **6. Green and Sustainable Development**:
- **Green Initiatives**: Developing eco-friendly projects like solar farms or sustainable housing on landbanks could attract investors interested in ESG (Environmental, Social, Governance) focused investments.
- **Carbon Credits**: If the landbanks include forests or green spaces, Pos Malaysia could explore the potential of carbon credits, monetising the environmental value of the land.

### **7. Digital Transformation and Innovation Hubs**:
- **Tech Parks or Innovation Hubs**: Pos Malaysia could convert some of its land into technology parks or innovation hubs, attracting tech companies and startups. These developments could be positioned as part of Malaysia’s digital economy strategy.

### **Considerations**:
- **Regulatory Approvals**: Monetising landbanks would require various regulatory approvals, particularly for re-zoning or large-scale development projects.
- **Market Timing**: The success of land monetisation would depend on the timing and the real estate market conditions. A strong market would yield better returns.
- **Strategic Alignment**: Any monetisation strategy should align with Pos Malaysia’s long-term business goals, ensuring that the proceeds are reinvested into areas that strengthen the company's core operations or growth potential.

### **Conclusion**:
Monetising Pos Malaysia's landbanks offers a range of opportunities to unlock value, from outright sales to more complex developments and financial structures like REITs. The best approach would depend on the specific characteristics of the land, market conditions, and Pos Malaysia's strategic priorities.

Spinning off Pos Malaysia's Pos Shop & Café via an IPO is a less conventional move compared to spinning off a logistics or technology division, but it is still possible. Here are the factors to consider:

### **Strategic Rationale**:
1. **Niche Market Positioning**:
- If Pos Shop & Café has a unique business model that blends retail and postal services with a café experience, it could attract a niche market of investors interested in retail or F&B sectors.
- This division could focus on expanding its footprint in urban centres, capitalising on the growing trend of multi-service retail spaces.

2. **Enhancing Customer Experience**:
- Pos Shop & Café could potentially expand and innovate independently, offering enhanced customer experiences that combine postal services with lifestyle offerings.
- An IPO could provide capital for expanding the café concept, refurbishing existing outlets, or developing new ones.

3. **Diversification**:
- As a standalone entity, Pos Shop & Café could diversify its offerings beyond traditional postal services, potentially partnering with other retail brands or expanding into other F&B concepts.

### **Challenges and Considerations**:
1. **Market Viability**:
- The market for postal-related retail and cafés is not as robust or high-growth as logistics or technology sectors, which could make the IPO less attractive to investors.
- The business model would need to demonstrate scalability and profitability to attract investors.

2. **Valuation**:
- Accurately valuing Pos Shop & Café would be challenging, particularly if it is not yet a significant revenue generator for Pos Malaysia.
- The valuation would need to reflect both its current performance and future potential.

3. **Operational Focus**:
- As a spun-off entity, Pos Shop & Café would need strong leadership to focus on both its retail and café operations, which are different from the core postal services of Pos Malaysia.
- It would require a clear strategy to grow its customer base and revenue streams independently.

4. **Regulatory Approvals**:
- The spin-off would need regulatory approval, and compliance with Bursa Malaysia’s listing requirements would be necessary.
- The business would need to adhere to F&B and retail sector regulations, which may differ from those for postal services.

5. **Consumer Demand**:
- The success of the spin-off would hinge on consumer demand for the combined retail and café experience.
- Understanding and adapting to consumer trends in the retail and F&B sectors would be crucial.

### **Conclusion**:
While spinning off Pos Shop & Café via an IPO is possible, it would be a novel and somewhat unconventional move. The division would need to demonstrate significant growth potential and a clear path to profitability to attract investor interest. If the concept is strong and scalable, with a unique value proposition, it could succeed as a standalone entity, but it would require careful planning, strong branding, and a clear market strategy.

What is the future of POS Malaysia?
As part of its aggressive expansion plans, Pos Malaysia aims to open an additional 33 Pos Shop outlets across key states by the end of 2024, bringing the total to 50 outlets nationwide.2 Jul 2024

Like cypark, a corp shaker might acquire a stake from the open market& ask for a seat in the board. Wait n see yah

Some post offices will be with pos shop & cafe... biz model is changing rapidly too

Buy for property revaluation upside as well.

Pos can set up data centers itself or set up on its own or jointly

Terbaik

While the impact of a stronger ringgit has already been reflected in stock prices, there could be further movements as the US Federal Reserve “has yet to guide on the degree of its monetary loosening,” PublicInvest said.

If the loosening exceeds expectations, this may further drive inflow of funds, “thereby giving the ringgit another upward lift,” it added.

“We still suggest buying on weakness, in anticipation of near- to medium-term strength on account of steadier economic prospects and value proposition of the local bourse.”

Separately, RHB Research said it expects the market “to be well supported by the pooling of domestic liquidity”.

A bottoming out of the ringgit would “set the stage for the return of foreign portfolio funds,” said the research house, which maintained its KLCI target of 1,720 points, based on 16 times FY2025 price-to-earnings ratio.

“We observe positive foreign direct investment (FDI) news flow, with markets standing on the cusp of a rate cut cycle that will be positive for emerging market equities, from expected US Dollar Index (DXY) weakness, renewed interest from foreign portfolio funds, and robust domestic liquidity conditions,” it added.

https://theedgemalaysia.com/node/725312

The most valuable land is Pos Malaysia’s 1.3ha on Jalan San Peng, near the completed Pudu Jail land redevelopment site by UDA Holdings Bhd and its joint venture partners.

The current market pricedid not adequately refl ect the value of Pos Malaysia’s landbank.

Wow, terindah


The four large pieces of land Pos Malaysia directly owns have a combined size of 10.5ha and an estimated market value of RM218.5 million, according to AmResearch’s data.


This includes Pos Malaysia’s Pos Laju centre and a vehicle warehouse along Jalan Tun Sambanthan in Brickfields, not far from KL Sentral.

AmResearch estimates that the 0.9ha Brickfields land alone is worth some RM176.3 million or RM1,500 psf.

This is not bad given that the estimated net book value of the land was a mere RM2.2 million.

Nanti, revalue premises (kedai/kilang/gudang) & tanah, naik gila.

Data centers, dll hot kini

Patience required, 😎