How is pos these days? :)

@Cheong25 i added PANTECH and TMCLIFE recently :)

looks like POS still same same, gonna switch to play other counters first :)

based on @Fundamentalist91 comments that parcel quantity doubled and other revenue streams drop to only 30%

Last QR

Revenue
Postal 390,896
Logistics 75,480
Aviation 62,757
Others 29,392

Total Revenue: 558,525m

Cost
Postal 440,758
Logistics 80,362
Aviation 64,102
Others 20,521

Total Cost: 605,743m
Profit/(Loss): (47,218m)


Coming QR

Revenue
Postal 586,344 (+50%)
Logistics 22,644 (-70%)
Aviation 18,827 (-70%)
Others 8,817 (-70%)

Total Revenue: 636,632m

Cost
Postal 500,000 (+13.4%)
Logistics 64,289 (-20%)
Aviation 51,281 (-20%)
Others 16,416 (-20%)

Total Cost: 631,986m
Profit/(Loss): 4,646m

@truly any idea where is @yongch bro? he seems missing these few days

Will analyst set a higher TP on this new insurance platform? :)

Try guess the share price of Microlink? :)

guess who sell again today? :)

today glove counters dropping, time to buy more POS? :)

@truly @yongch are we one? :)

let me guess, KWP? :)

Uptrend broken again :)

@AHFAN84 chill bro... Election coming :)

Tomei kena suspended so cannot goreng there, all come here now? :)

@incash ini semua assumption only

Let's wait for qr release

:)

@wah168 be careful for what you wish for :)

Beware of shark

https://youtu.be/XqZsoesa55w

:)

Too stagnant everyone go other counters

Okok :)

Time for pos to limit up? :)

Then second big wave to 2.0? :)

Big wave to 1.0? :)

@Aiden feel free to modify the values :)

@Aiden just an assumption, because increase in deliveries means need to hire more part time delivery workers / pay more fuel cost etc. etc.

so guys, apa macam? :)

also in last qr report these are mentioned:

Postal - Loss in postal segment is largely contributed by international and mail businesses.
Logistics - Loss in logistics segment is mainly contributed from loss in haulage business.
Aviation - Loss after tax was mainly due to loss in the aircraft maintenance and engineering services business.

so in upcoming qr:

Postal - should have increase in postal and mail revenue due to spillover effect during and after MCO
Logistics - should have decrease in cost due to decrease of haulage business during MCO
Aviation - should have decrease in cost due to less flights during MCO

This is not a buy / sell call, trade at your own risk :)

Let's breakdown :)

Last QR

Revenue
Postal 390,896
Logistics 75,480
Aviation 62,757
Others 29,392

Total Revenue: 558,525m

Cost
Postal 440,758
Logistics 80,362
Aviation 64,102
Others 20,521

Total Cost: 605,743m
Profit/(Loss): (47,218m)





Coming QR (worst case scenario)

Revenue
Postal 620,000 ( + 59 % )
Logistics 40,000 ( - 47 % )
Aviation 0 ( - 100 % )
Others 30,000 ( + 2 % )

Total Revenue: 690,000m

Cost
Postal 510,000 ( + 16 % )
Logistics 80,362 ( unchanged )
Aviation 64,102 ( unchanged )
Others 20,521 ( unchanged )

Total Cost: 674,985m
Profit/(Loss): 15,015m





Coming QR (best case scenario)

Revenue
Postal 620,000 ( + 59 % )
Logistics 40,000 ( - 47 % )
Aviation 0 ( - 100 % )
Others 30,000 ( + 2 % )

Total Revenue: 690,000m

Cost
Postal 510,000 ( + 16 % )
Logistics 64,288 ( - 20 % )
Aviation 51,282 ( - 20 % )
Others 20,521 ( unchanged )

Total Cost: 646,091m
Profit/(Loss): 43,909m

Using excel :)

My calculations for coming qr:

Worst case scenario profit rm10 - 20m
Best case scenario profit rm20 - 50m

Wish win all :)

based on my calculation POS should return to black this coming qr release :)

when down KWP sell cheap to operator

when up KWP buy expensive from operator

it is just a game to enrich some people

:)

Because KWP fund manager and operator satu gang one? :)

Because if KWP sell when uptrend, operator will lose money gao gao?

POS price kena manipulated gao gao one

:)

Okok

Tomorrow drop to 0.85 let me accumulate more? :)

Now should be no more bad news anymore?

Ok ok :)

queuing at 0.88 hope can get :)

POS c47 and c49 big volume today

something is brewing?

:)

@Aiden my queue at 0.88 also cannot match :(

@wah168 send my regards to Ah Huat :)

can Ali's info alibaba the share price to rm3? :)

LOL i think his mama is memang crazy one :)

tomorrow limit up to 1.0? :)

Hi @yongch :)

AmInvest analyst cakap 0.90 :)

Tomorrow will continue drop?

If yes then i wait tomorrow only add more

:)

thenewbie dont worry.. correction day :D

@yongch

will POS be the next glove counter? :)

Runnnnn

Next week 0.80++
Next next week 0.70++
Next next next week 0.60++
Next next next next week RM0.50++
Next next next next next week RM0.40++
Next next next next next next week RM0.30++
Next next next next next next next week RM0.20++
Next next next next next next next week next week RM0.10++
Next next next next next next next week next week next week RM0.05++