Posted by solaris80 > 2020-06-15 21:40 | Report Abuse

gogogo

Posted by Equityengineer > 2020-06-15 21:40 | Report Abuse

Today I top up some , hope the best this week

Posted by da4444 > 2020-06-15 21:42 | Report Abuse

so many glove player come to pos today

Posted by solaris80 > 2020-06-15 21:48 | Report Abuse

I have make a calculation to forecast next quarter earning based on April 590k average daily parcels. Lets assume from Jan to March, daily average volume is 350k (based on Pos Quarter report) , 350k x 91day =31850000 parcels, revenue for this quarter is RM 178.8mil, translates into RM 5.61 per parcel. April daily volume is 590k, as disclosed by Pos, lets assume May daily average volume is 450k, due to Hari Raya and June is 380k, total revenue of Q2 will be RM 239.9 mil. Extra 61.1 mil revenue, which means next Quarter Pos can start to make profit!! I have also excluded the decrease fuel cost factor, which is 25% of total cost!! Bravo, looking forward to next Quarter!! Pos can make at least 20 mil in next quarter!!

Posted by solaris80 > 2020-06-15 21:54 | Report Abuse

Really looking forward to its next Quarter report!!

Posted by power88 > 2020-06-15 21:58 | Report Abuse

Can collect

Posted by solaris80 > 2020-06-15 22:00 | Report Abuse

Now i know why Pos purposely disclosed the parcel daily volume, it is for us to estimate the profit for next quarter! Thanks to Pos ceo

Posted by xterrorsinx > 2020-06-15 22:24 | Report Abuse

no need to forecast revenue based on parcel. More accurate to multiply the % increase in parcel volume by the existing parcel revenue. This excludes the uncertainty in forecasting the price/parcel - assuming POS price each parcel the same in QR 1 and QR 2.

Posted by Good123 > 2020-06-15 22:25 | Report Abuse

will drop back to 60-70sen soon. KUALA LUMPUR (June 15): Pos Malaysia Bhd posted a lower net loss of RM49.2 million for its first quarter ended March 31, 2020, down by more than half from the RM141.13 million it achieved in the corresponding three months a year ago.

The group, which had changed its financial year-end to Dec 31 from March 31, provided the comparative figures in a statement today. Quarterly revenue came in at RM558.53 million, down 6.1% from RM594.68 million previously.

During the loss-making quarter — its seventh consecutive quarter in the red — Pos Malaysia has noticeably reduced its cost of sales and operating expense to RM573.74 million, from RM650.12 million in the previous immediate quarter ended Dec 31, 2019 and RM676.23 million in the three months ended March 31, 2019.

However its three core operations — postal, logistics and aviation — remained in the red at the pre-tax level.

It was previously reported that the group is working on its costs by rationalising its post office network, divesting its non-core businesses, and using a different payment scheme — which is now under trial run — for its delivery fleet.

Segment-wise, international and mail businesses dragged the postal segment. Its logistics segment suffered losses in the haulage business, while aircraft maintenance and engineering services led to a loss in its aviation segment.

The only profitable segment was its “others” segment, which consists mainly of printing and insertion, digital certificates, and Ar Rahnu (Islamic pawn broking). “Profit before tax was mainly contributed by Ar Rahnu and digital certificates business,” it said.

In terms of revenue, postal revenue — which now combines both postal segment and courier segment — was stable and contributed 69.99% of the group’s total, following an upward revision in postal rate that was made effective in February. The courier segment also saw parcel volume rise by 6.7% on-year, it said.

Revenue in logistics and aviation segments were also stable, contributing 13.51% and 11.24% respectively.

The Covid-19 pandemic, said Pos Malaysia, stalled its mail volume growth in March. It also resulted in fewer retail transactions in post offices, and lower cross-border transshipment tonnage.

On prospects, group chief executive officer Syed Md Najib said Pos Malaysia is banking on e-commerce to be a growth segment, moving forward.

It also expects the revised postage rates to increase its annual revenue by RM100 million to RM150 million.

According to Pos Malaysia, its average daily parcel volume recorded in April was about 590,000, up 69% from March and 66% more than what it recorded in February. “The group expects this trend to continue as more consumers adapt online shopping as the new norm,” it said, adding it aims to have 40 Pusat Pos Laju by year end, from 25 now.

Shares of the postage group fell 9 sen or 8.65% to close at 95 sen today, valuing it at RM743.64 million.

Posted by Good123 > 2020-06-15 22:25 | Report Abuse

tomorrow, big fall is expected

Posted by KAQ4468 > 2020-06-15 22:27 | Report Abuse

Postman doing a job well

Managed to reduce loss


Next Q cantekkkkkkkkkk


RM 2 coming soon

Posted by Eric Teh > 2020-06-15 22:31 | Report Abuse

Target RM1.80 in 2 weeks time.

Posted by xterrorsinx > 2020-06-15 22:34 | Report Abuse

Buy in tmr, up 10-15% minimum.

Posted by williamtkb > 2020-06-15 22:35 | Report Abuse

Target 80cents in 2 weeks?

Posted by solaris80 > 2020-06-15 22:36 | Report Abuse

I think 20 cents tomorrow,let's collect

Posted by da4444 > 2020-06-15 22:39 | Report Abuse

i think by end july will pn17

Posted by wah168 > 2020-06-15 22:41 | Report Abuse

agreed PN17 soon

Posted by Equityengineer > 2020-06-15 22:43 | Report Abuse

20 cents don’t buy, above 1.00 collect la ..

Posted by KAQ4468 > 2020-06-15 22:55 | Report Abuse

Correct !!!


10 stars postman kasi

Posted by power88 > 2020-06-15 23:13 | Report Abuse

PN17 haha impossible

Posted by solaris80 > 2020-06-15 23:22 | Report Abuse

I have make a calculation to forecast next quarter earning based on April 590k average daily parcels. Lets assume from Jan to March, daily average volume is 350k (based on Pos Quarter report) , 350k x 91day =31850000 parcels, revenue for this quarter is RM 178.8mil, translates into RM 5.61 per parcel. April daily volume is 590k, as disclosed by Pos, lets assume May daily average volume is 450k, due to Hari Raya and June is 380k, total revenue of Q2 will be RM 239.9 mil. Extra 61.1 mil revenue, which means next Quarter Pos can start to make profit!! I have also excluded the decrease fuel cost factor, which is 25% of total cost!! Bravo, looking forward to next Quarter!! Pos can make at least 20 mil in next quarter!!

Posted by mamatede > 2020-06-16 00:16 | Report Abuse

The results is good, imagine MCO also can make this type of revenue. even with traditional mails recorded decrease.

Posted by haha1234 > 2020-06-16 01:04 | Report Abuse

https://www.thestar.com.my/business/business-news/2020/06/15/pos-malaysia-narrows-q1losses-on-postage-rates-hike-amid-e-commerce-boom-

Posted by haha1234 > 2020-06-16 01:05 | Report Abuse

another superman is coming

Posted by MrRightTiming > 2020-06-16 02:25 | Report Abuse

Oi those who said bad results you guys are blind or what? Clearly POS going to perform better next upcoming quarters. I consider this is a good indication for further uptrend. Big guys already collect low. Dont expect to get cheap cheap.

Time to go up already!

Posted by MrRightTiming > 2020-06-16 02:26 | Report Abuse

PN17 just sound like you really hate this company. Hate and Love wont bring you money in the stock market @Power88

Posted by mf > 2020-06-16 02:35 | Report Abuse

WHO calls coronavirus cluster in Beijing "significant"
From CNN’s Amanda Watts

The World Health Organization called a coronavirus cluster of more than 100 cases in Beijing a “significant event.”

Posted by EatCoconutCanWin > 2020-06-16 06:43 | Report Abuse

I really don't know how to said about the results. Is like a exam which failed all the time but the students is proud of it. Haha.

Posted by da4444 > 2020-06-16 08:44 | Report Abuse

@EatCoconutCanWin nice analogy

Posted by Good123 > 2020-06-16 08:45 | Report Abuse

bila analyst told u 90sen , biasanya Akan jatuh dibawah 90sen.. KUALA LUMPUR (June 16): Kenanga Research has downgraded Pos Malaysia Bhd (POSM) to “Market Perform” at 95 sen with a lower target price (TP) of 90 sen (from RM1.07) and said POSM’s 1QFY20 net loss of RM49 million compared to house/consensus full year net profit estimates of RM84 million/RM13 million, came below expectations.

In a note today, the research house said the variance to house estimate was due to weaker-than-expected performance in the postal services segment.

“Despite upward revision in postal rates for registered mails, commercial mails and small parcels following Government’s approval, effective Feb 1, 2020, the group continue to record losses.

On the outlook,the research house said given POSM’s inability to close down post offices, coupled with its unionised workforce and losses in its postal services segment, losses are only expected to continue moving forward.

It said the courier business will continue to operate in a competitive environment pressured by price and cost challenges.

Kenanga Research said POSM is continuing with its efforts to manage cost whilst increasing operating efficiency.

“The Integrated Parcel Centres (IPC) in Shah Alam and newly completed facility in KLIA has increased its processing capacity by 77% from 300,000 to 530,000 parcels per day.

“Downgrade FY20E/FY21E net profit by 22%/26%. Downgrade our TP from RM1.07 to 90 sen based on unchanged 10x FY21E EPS. Downgrade from Outperform to Market Perform,” it said.

Posted by Jeffreyteck > 2020-06-16 08:59 | Report Abuse

NTA still can support for many Q loss.

Posted by da4444 > 2020-06-16 09:00 | Report Abuse

@good123 analyst tp not accurate one they always haircut just like glove counters

Posted by MoneyHeist > 2020-06-16 09:10 | Report Abuse

Exactly nowadays people dont need analyst TP. Lol

Posted by da4444 > 2020-06-16 09:15 | Report Abuse

When analyst tp low they are buying :)

When analyst tp high they are selling :)

Posted by mamatede > 2020-06-16 09:20 | Report Abuse

Aya sohai la kenanga. everybody here forum already expect loss but very minimal but they expect profit? already mentioned shrinking demand in traditional mails, freights, which only going to pick up after mco. stupid analyst as usual

Posted by da4444 > 2020-06-16 09:23 | Report Abuse

Maybe the analyst is a fresh grad? Hahaha

Posted by Good123 > 2020-06-16 10:12 | Report Abuse

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

POS MALAYSIA BERHAD

Particulars of substantial Securities Holder

NameKUMPULAN WANG PERSARAAN (DIPERBADANKAN)AddressLevel 36, Integra Tower
The Intermark
348, Jalan Tun Razak
Kuala Lumpur
50400 Wilayah Persekutuan
Malaysia.Company No.KWAPACT6622007Nationality/Country of incorporationMalaysiaDescriptions (Class)Ordinary shares

Details of changes

NoDate of change

No of securities

Type of TransactionNature of Interest111 Jun 2020

1,000,000

DisposedDirect InterestName of registered holderKWAPAddress of registered holderLevel 36, Integra Tower, The Intermark 348, Jalan Tun Razak 50400 Kuala LumpurDescription of "Others" Type of Transaction
Circumstances by reason of which change has occurredDisposal of shares in open market by KWAPNature of interestDirect InterestDirect (units)57,600,500Direct (%)7.358Indirect/deemed interest (units)2,464,900Indirect/deemed interest (%)0.315Total no of securities after change60,065,400Date of notice12 Jun 2020Date notice received by Listed Issuer12 Jun 2020


Remarks :The total number of 60,065,400 shares are held as follows:- 1) KWAP (direct)-57,600,500 shares 2) Fund Managers (indirect)-2,464,900 shares


Announcement Info

Company NamePOS MALAYSIA BERHADStock NamePOSDate Announced12 Jun 2020CategoryChange in the Interest of Substantial Shareholder Pursuant to Section 138 of CA 2016Reference NumberCS2-12062020-00051

Posted by Good123 > 2020-06-16 10:12 | Report Abuse

institutional funds lari, retailers jual Beli :)

Posted by KAQ4468 > 2020-06-16 10:18 | Report Abuse

Postman doing job well

Managed to reduce loss


Next Q cantekkkkkkkkkk


Postman cakap RM 2 coming soon

Posted by abc333 > 2020-06-16 10:22 | Report Abuse

now, auto cruise to TP 1.2 , 1.4 and than we talk about 2 at August.
Next QR expected to be released on 21 or 24 of August. Pos sure have good show before this. C36 45 high risk high gain . C 47 49 is safer and might deliver 100-300% profit, add more c49 this few day.

Posted by da4444 > 2020-06-16 10:22 | Report Abuse

@Good123 not like institutional fund is dumping all also :)

Posted by da4444 > 2020-06-16 11:05 | Report Abuse

Should i collect c47?

Posted by investor188 > 2020-06-16 11:17 | Report Abuse

Then da4444 gonna cut his kuku bird in August

Posted by MoneyHeist > 2020-06-16 11:17 | Report Abuse

I think if you want to collect C47 you should buy 30% then if go lower you can average it down. Or wait after AGM.

Posted by haha1234 > 2020-06-16 12:01 | Report Abuse

yeah rise back to 1.0 le hahaha

Posted by Equityengineer > 2020-06-16 13:43 | Report Abuse

collect now,

Posted by stevecheah300 > 2020-06-16 13:49 | Report Abuse

POS 的飞机✈️买多少钱哦。。。？ 怕怕！ 哈哈

Posted by MoneyHeist > 2020-06-16 15:20 | Report Abuse

https://www.theedgemarkets.com/article/rhb-sees-pos-malaysia-reversing-losses-2hfy20

Posted by KAQ4468 > 2020-06-16 16:45 | Report Abuse

cantekkkkkkk

Posted by KAQ4468 > 2020-06-16 16:45 | Report Abuse

Postman cantekkkkk