Posted by aloha > 2020-10-27 11:03 | Report Abuse

Following Agong’s rejection of emergency ruling in Malaysia and UMNO’s supreme council decision to continue to support PN government, KLCI may stage a mild rebound today with upside capped near 1507 (uptrend line support from 1474) and 1521 (23.6% FR) while supports are pegged at 1482-1474-1461 levels. Nevertheless, the benchmark index is likely to be stuck in a tug-of-war between the bulls and bears ahead of the US presidential election (3 Nov) and the Budget 2021 presentation (6 Nov) coupled with an exponential surge of coronavirus cases worldwide as the winter season begins in the Northern Hemisphere. In Malaysia, the CMCO extensions in Selangor, KL & Putrajaya for another two weeks till 9 Nov 2020 (contributed over 41% to national GDP) amid spiking Covid-19 local transmissions and clusters underline risks to 2H20 economic and corporate earnings recovery. Stocks wise, we believe technology and healthcare-related stocks are deemed to benefit from a prolonged virus pandemic. HLIB’s institutional research top picks are TOPGLOV (TP RM13.00), HARTA (TP RM24.10), KOSSAN (TP RM9.15), MAHSING (TP RM1.41), PHARMA (TP RM5.94), FRONTKN (TP RM4.10), INARI (TP RM3.28), UNISEM (TP RM5.21), POS (TP RM1.20), VS (TP RM2.92) and UWC (TP RM8.88).

Source: Hong Leong Investment Bank Research - 27 Oct 2020

Posted by abc333 > 2020-10-27 12:25 | Report Abuse

李春荣
30分钟 ·
宝腾X50(滨越) 今天上市，四个规格，六种颜色，价格从7.92万到10.33万马币。
接下来，就是尽快交付在上市前接到的25000张订单！
非常感谢大家！
- Car maker’s second SUV launched virtually on social media
- Prices announced as company confirms more than 20,000 pre-launch bookings made

pos logistic

Posted by EST859901 > 2020-10-27 15:01 | Report Abuse

https://www.thestar.com.my/business/business-news/2020/10/27/mcmc039s-moratorium-039mildly-positive039-for-pos

Posted by Fong YM > 2020-10-28 11:33 | Report Abuse

its a trap

Posted by m_aloha > 2020-10-28 11:34 | Report Abuse

Yes..Top up at dip truly works..

Posted by damiantreez > 2020-10-28 11:41 | Report Abuse

today is the day to rm1 and beyond

Posted by m_aloha > 2020-10-28 11:49 | Report Abuse

...if qr turn black then 1.2 not a problem

Posted by damiantreez > 2020-10-28 12:37 | Report Abuse

upcoming QR is record-breaking

Posted by MoneyHeist > 2020-10-28 12:56 | Report Abuse

Looking very solid!

Posted by oldchinaman > 2020-10-28 13:26 | Report Abuse

27-Oct-2020 Blog POS (4634) [Part 1] - 7 CEOs in less than 10 years. Changed CEO like Tinder dates

When POS share price was RM 1.10+ in may 20,why wasn't this article written then?Why only now,when there are positive news?

Secondly,who is the author of this asticle?We're not paying him any consultation fees,why is he giving out free advice to not invest?I believe there is a motive behind his "series of articles"

On a side note, i noticed that Kumpulan Wang Persaraan has been disposing small amounts of shares recently. (previously , they used to dispose signficant amounts of shares) in my opinion , this strategy is focused on swaying smaller shareholders perception so that people sell their shares

Posted by Bigbull99 > 2020-10-28 13:32 | Report Abuse

https://www.thestar.com.my/business/business-news/2020/10/28/freeze-comes-as-a-parcel-of-joy-for-couriers

Good news are definitely coming for logistics players. Not to mention Proton X50 just launch and Pos Malaysia will be the sole carrier. Good prospect, coming quarters will definitely turn to black.

Posted by MoneyHeist > 2020-10-28 13:57 | Report Abuse

@oldchinaman. Hi welcome back! Long time no see you here. Hope everything is doing great there! Finally our Pos M doing great ;) cheers! May i know do you still holding c47?

Posted by oldchinaman > 2020-10-28 14:15 | Report Abuse

Hi moneyHeist

I still hold c47 3.96m @ 1.6c
c49 10.28m @ 2.1c
c36 burnt
mother share 2.25m @ 97c

How about you? still holding?

GOOD LUCK !!!!!

Posted by investor188 > 2020-10-28 14:35 | Report Abuse

I know moneyheist bought around 1.20

Posted by damiantreez > 2020-10-28 16:44 | Report Abuse

someone pressing down the price and collect

Posted by IronShirt > 2020-10-28 17:17 | Report Abuse

not true, nobody collect , everybody jump ship bcos Dow future plunge 400pts

Posted by MoneyHeist > 2020-10-28 17:56 | Report Abuse

Damn! Thats alot!! All the best you too!! Im holding 1m @1.5. Average it down to 0.015c. Hoping for the best here! Hope our luck pays off @oldchinaman

Posted by MoneyHeist > 2020-10-28 17:57 | Report Abuse

@investor188 yes for mother. But now i got average it down to 1.06. This one im not too worried but c47 yes..

Posted by MoneyHeist > 2020-10-28 17:58 | Report Abuse

Quite regret didnt sell off last week when it surged to 0.035. It was too fast

Posted by MoneyHeist > 2020-10-30 09:28 | Report Abuse

Good morning fighter!!

Posted by damiantreez > 2020-10-30 10:04 | Report Abuse

rm1.20 coming

Posted by Choivo Capital > 2020-10-30 10:34 | Report Abuse

https://klse.i3investor.com/blogs/PilosopoCapital/2020-10-30-story-h1535539328-_CHOIVO_CAPITAL_POS_4634_The_Next_Proton_Except_you_can_buy_it_directly.jsp

Posted by Bigbull99 > 2020-10-30 10:47 | Report Abuse

Choivo new recommendation. Bought 94sens. Very well written and easily understand. Good job for another piece!

Posted by thlim123 > 2020-10-30 11:13 | Report Abuse

Hidden Gem that a lot investor overlook due to bad management

Posted by SelfMadeMillionaire > 2020-10-30 11:34 | Report Abuse

Have anyone ever use Pos unless no choice? As CC wrote, just like proton, we are forced to buy/use unless there is an alternative, and we have many alternatives now. My first choice when buying in lazada or shopee is anything but POS.

This got to be another pump and dump.

Posted by Choivo Capital > 2020-10-30 13:08 | Report Abuse

If you want to go send stuff cheaply with tracking, what do you use?

Posted by ITCHYLEG > 2020-10-30 13:19 | Report Abuse

"POS (4634) [Part 1] - 7 CEOs in less than 10 years. Changed CEO like Tinder
Author: ChiChing | Publish date: Tue, 27 Oct 2020, 12:12 AM
CEO: TURNAROUND IN SIGHT, A YEAR EARLIER THAN EXPECTED

Wow! POS Malaysia had gone through 7 CEOs in the past 10 years. Wa bro, CEO Tinder ar? Mind you.CEO: TURNAROUND IN SIGHT, A YEAR EARLIER THAN EXPECTED"


Actually, Ahmed Fairuz is an independent non executive director
Syed Md Najid is still the CEO now

this writer is sharing INACCURATE information

Posted by DannyArcher > 2020-10-30 13:22 | Report Abuse

There are many alternatives, i do sell online. The only advantage pos has is they have many branches. But if you are a seller on shopee or lazada, it is cheaper and faster to use their system. If you do sales on insta or fb, then pos is the answer but pos is dying and losing money like upsp, the more they send, the more they lose. Pos agenda is not profitability, their goal is national service, connecting everyone via delivery. This coming quarter pos is going to bleed more due to the massive backlog. If they cannot make money and losing when the number is small, imagine the losses when the number is huge? Even more losses

Posted by oldchinaman > 2020-10-30 13:35 | Report Abuse

"""ITCHYLEG "POS (4634) [Part 1] - 7 CEOs in less than 10 years. Changed CEO like Tinder
Author: ChiChing | Publish date: Tue, 27 Oct 2020, 12:12 AM
CEO: TURNAROUND IN SIGHT, A YEAR EARLIER THAN EXPECTE"""

This writer is deliberately publishing INACCURATE informations

In my opinion , there must be some big investors or funds collecting shares

This means that a GREAT GOOD NEWS for us

Posted by DannyArcher > 2020-10-30 13:40 | Report Abuse

No big investor, just like lctitian, chio and gang pushing price up to create false signal, a buy signal so that they can pump and dump. Just like lctitian, say can go to rm6.50 or rm8, in the end, qr so bad. This pos coming qr will be bad too. Pump and dumped

Posted by Choivo Capital > 2020-10-30 14:03 | Report Abuse

Must be quite the gang if i can push a RM4 - 6billion company stock from RM1.8-RM2.7, against huge institutional pressure.

My group must have at least RM1 billion.

And these people, having push it all the way up there, would definitely have lost some money at 2.1 today.

But despite this, they still think i am god, and follow my every word right?

And follow me to POS and push it up from 775 till today.

This imaginary group that is filled with people with more than hundred million net worth, that listen to my every word.

Wah, i must be Syed Mokhtar in disguise, otherwise why they listen to me for?

Except when i check my telegram (which i don't bother to advertise or maintain), only got 5 people.

Must be the most elite of the goreng teams, don't have RM200m and above you cannot join right?

=======

Look, you can go about blaming people all you want, and ignore all the other market dynamics at play (foreign fund outflow, US elections etc), and ignore your own mistakes or flaws.

But i called at 1.8, and you had until 2.7 to sell. Even today still up by 15%.

Gross margins for LCTITAN still went up 40% for Q3, despite USD forex hitting due to USD falling 10% from Q2 to Q3.

Now i put out my research for POS, and im making a call at 905.

Buying and selling up to you, i bought from 775 to 935 and still holding.

Posted by wallstreetrookie > 2020-10-30 14:04 | Report Abuse

Pump and dump. Knn last time write long article on LCTITAN. Now Pos Malaysia. Think about it. There’s so many competitors Gdex, Ninjavan, J&T Express, DHL. Gdex, Tasco, Freight (Bursa listed companies) better than Pos 100%

Posted by Choivo Capital > 2020-10-30 14:08 | Report Abuse

Now, with a 5 person telegram group. Clearly i must be the worst goreng artist in the world. And yet price still go up wor?

Even Lotte Chemicals Korea went up.

Why?

Because there is logic and facts in my research, that point towards high probabilities towards good outcomes.

Everybody here got brain, if there is no logic or truth in my notes, no one would follow listen.

Posted by wallstreetrookie > 2020-10-30 14:10 | Report Abuse

Then make sure to specify POS Malaysia as a TRADING BUY. In LCTITAN, you had a high TP and worded it as a long term investment. No One trusts you anymore. Go get a CFA, and work for an IB please. That way you can con people every day and have a lot of capital to suc people’s hard earned money

Posted by Choivo Capital > 2020-10-30 14:11 | Report Abuse

Regardless of what your write about how you dont use POS LAJU etc (ie anecdotal/ personal experience), does not change one fundamental fact.

POSLAJU grow faster than GDEX in terms of 3 years, 5 years or 10 years.

Why leh?

Imaginary customers sent by syed mokhthar?

Posted by wallstreetrookie > 2020-10-30 14:12 | Report Abuse

Read online reviews. All people calling Poslaju as Poslambat. More people trust alternatives such as Gdex and J&T now. Heck, more vendors are even using startups like Ninjavan. Pos Malaysia going back to ATH. No chance

Posted by wallstreetrookie > 2020-10-30 14:14 | Report Abuse

I know you’re trying to be contrarian in most of your analyst reports. But in 2020, just buy tech and healthcare. The whole contrarian strategy stopped working since O&G crash and property downtrend.

Posted by Choivo Capital > 2020-10-30 14:14 | Report Abuse

WSK,

You read my lctitan piece, i got tell you investment meh?

As i wrote very clearly, i have not studied it enough to be an investment, and its a trade for me.

There is no rule saying that investment article must be 10k words and above, and trading article must be 1k words and below.

I like to do detailed research when i buy something, especially when its related to the markets and im buying in large amount.

You buy from RM1.8-RM1.9 onwards.

In the subsequent weeks it went up to RM2.7. If you lost money even under this scenario, i suggest you dont buy POS and go put in FD.

Because it looks like even if POS go up to RM2, and later drop to RM1.8

You will still somehow lose money, and then come and blame me.

Posted by i3lurker > 2020-10-30 14:15 | Report Abuse

if he becomes CFA, straight away handcuffed, wun last 30 seconds
no time to con people at all.

CFA compulsory must follow IB TP
pasar malam advice can use fake TP, cannot be arrested...

like Survivor TV show and MO1
he got Immunity Idol, cannot be arrested, authorities are scared of him....

Posted by wallstreetrookie > Oct 30, 2020 2:10 PM | Report Abuse

Then make sure to specify POS Malaysia as a TRADING BUY. In LCTITAN, you had a high TP and worded it as a long term investment. No One trusts you anymore. Go get a CFA, and work for an IB please. That way you can con people every day and have a lot of capital to suc people’s hard earned money

Posted by Choivo Capital > 2020-10-30 14:16 | Report Abuse

Lastly, i cannot use your brain for you.

Whether it is an investment or trade for YOU (This very specific person in this very specific scenario), YOU need to decide for yourself.

What is investment for me, may not be the same for you, because we have different understanding.

You must think for yourself.

Posted by tean2020 > 2020-10-30 14:17 | Report Abuse

all sifus


what will happen to my c47 bought at 1.5c when it mature next week?

since now 0,005 cents also people dont want

Posted by Choivo Capital > 2020-10-30 14:17 | Report Abuse

When go up, people ask me why never tell them sailang.
When go down, people ask me why never ask them sell early.

And up or down, i don't get any fees from people who buy after reading my post on i3 or my website.

This is human nature.

Posted by wallstreetrookie > 2020-10-30 14:21 | Report Abuse

IBs will appreciate your intelligence. Choivo, go get a CFA and add this pump and dump into your resume. Then bam, free Bloomberg Terminal and you’re now the operator. We become your slaves haha

Posted by Choivo Capital > 2020-10-30 14:21 | Report Abuse

You all want buy or sell up to you.

All i know is,

From Q1 - Q2,

Courier Revenue and Volume have grown by RM105.3m or 26.2%
Courier Profit have from increased by RM44.0m or 137%
Gross Margin on Additional Revenue is 41.8%

And using above Revenue Growth Rates for Q2 and the Q2 Gross Profit Margin on Additional Revenue, Projected Revenue and Profit for Postal Segment for Q3 alone is RM640.3m and RM59.7m.

And today everyone buy groceries also do it via online, before this my grandparents don't even know how to go online via phone.

Now what e-commerce account also they got, Facebooklive also they know how to follow and buy.

That is good enough for me

Posted by tean2020 > 2020-10-30 14:22 | Report Abuse

ll sifus


what will happen to my c47 bought at 1.5c when it mature next week?

since now 0,005 cents also people dont want

ITS BURN TO 0 or anything i can do?

Posted by wallstreetrookie > 2020-10-30 14:23 | Report Abuse

Most importantly, why Pos but not Gdex, Freight, Natwide, Tasco.

Posted by Choivo Capital > 2020-10-30 14:24 | Report Abuse

First paragraph also i tell you d bro.

No wonder you buy LCTITAN at 1.8-1.9 also can lose money.

Blame me, but one word also never read.
====
Posted by wallstreetrookie > Oct 30, 2020 2:23 PM | Report Abuse

Most importantly, why Pos but not Gdex, Freight, Natwide, Tasco.

Posted by tean2020 > 2020-10-30 14:24 | Report Abuse

or hope for miracle go up rm1.3 ( exercise price )?

Posted by wallstreetrookie > 2020-10-30 14:29 | Report Abuse

To be fair, all logistics and transportation companies have seen a rise in revenue but also the cost has increased due to expansion plans. Pos Malaysia is the veteran here so not affected. But their balance sheet is terrible. Decreasing net profit, revenue. Revenue-wise, Gdex and Tasco is on an uptrend. Apart from fundamentals, unlike the previous company you recommended (Opensys, Timecom) Pos Malaysia has NO moat and a lot of competitors and most importantly, it has a bad reputation around vendors and customers. Bad service. Slow delivery time. However, these type of issues also plague other courier companies of course.
Making Facebook livestreams is just a publicity stunt to boost their reputation which has been damaged a long time ago. Look at MrDiy’s PR team. Also every day hire pretty girls to do Instagram live. That means they’re a good company too in terms of financials and management?

Posted by Choivo Capital > 2020-10-30 14:39 | Report Abuse

And why not NATWIDE.

Aiyoh bro, you serious ah?

That company PN 17, whether can survive long enough to see the logistics boom a not also i don't know.

And right now price back up to 2018 high. You buy that means good luck to you loh.

You think if today POS is at 2018 high, ie RM4.4 i will consider buying or writing this piece ah?

Too expensive d, and everything fully priced in and more. Buy for what?