Hi TripleMMM, Nice description of the share , Love ngkang shares ... Koyak shares... Management really tidur l, sleeping lar..they can't see outside of box and have more creative 🤔 thinking !!
MohdImran... It means this stock at this moment seems "unlovable".... Very strange already so many years hardly any improvements.. Pos Board has to think and execute outside their narrow box
MohdImran, I just noticed some Board changes. My comment is they seem to be really busy people, holding multiple board roles everywhere. The thing is Pos needs dedicated people who truly have time to manage a "old" institution like Pos and get Pos back to be on track. I am not saying board members who left are not good. But since Pos performance results over the last few years has been not good, there is the general assumption that it is not managed well. So it's quite frustrating on many small minority shareholders. If you do attend AGM, them please voice out. 😊👌
Everybody let's get together for teh Tarik and then we storm into Pos corporate office and speak to MD and others there. How about this? Imran, ok kah to join !?
Yar BillC , Ink Pos sudah berat lar. Apa macam. Mohd Imran, together we jemput orang Putih MD the Tarik dan grill dia.... " Wat you doing here, gaji buta, kerusi syok, Ada personal assistant busy Kopi, beli Kush until you" Syok yah... Hmm, says mahu jemput dengan you lar..jangan takut..." ?? 😆...kikiki
Pos should become like 7-Eleven on top of Pos activities. Also be kind of like do banking activities... And add some staff to cope with these new activities. And staff need to work harder and to give God customer service...
SEGMENTAL INFORMATION The Group has three reportable segments, as described below, which are the Group’s strategic business units. The strategic business units offer different products and services, and are managed separately because they require different business processes and customer needs. For each of the strategic business units, the Group Chief Executive Officer (the chief operating decision maker) and the Board of Directors review internal management reports at least on a quarterly basis. The following summary describes the operations in each of the Group’s reportable segments: Postal Includes the provision of basic mail services for corporate and individual customers, courier, parcel and logistic solutions by sea, air and land to both national and international destinations, direct entry and transhipment and customised solutions such as Mailroom Management and Direct Mail and over-the-counter services for payment of bills and certain financial products and services. Logistics Includes haulage services, freight and forwarding, shipping agency and chartering services, warehousing and distribution services. Aviation Includes cargo and ground handling, in-flight catering and freight and forwarding services.
With SIA pulak... :) CHANGES IN THE COMPOSITION OF THE GROUP On 10 August 2023, Pos Aviation Sdn. Bhd. (“PASB”), a wholly owned subsidiary of Pos Malaysia Berhad, completed the proposed divestment of its 49% equity interest in Pos Aviation Engineering Services Sdn Bhd (“PAESSB”) to SIA Engineering Company Limited, for a cash consideration of RM4.0 million. As a result, PASB’s equity interest in PAESSB has reduced from 100% to 51%.
the problem was postal... jika tutup postal, segala masalah, beres hahaha
Postal The decrease of revenue in postal segment by 5% was contributed by the drop in bulk mail volume handled and lower retail’s agency payment services during the quarter. Nevertheless, the loss before tax was not badly affected from the lower revenue and increase in the fixed cost notably the increase in staff cost annually. This is due to the effective cost management initiatives mainly from the land transport optimisation and review of the outsourced manpower and last-mile delivery cost. (ii) Logistics Logistics segment registered lower revenue at RM67.9 million compared to RM86.7 million in Q4 FY2022. The decrease is mainly from automotive and freight management business due to the lower volume handled. Loss before tax was due to lower revenue while the costs remain fixed. There was also an increase in other operating cost during the quarter. In addition, included in Q4 FY2022 was an impairment on property, plant and equipment of RM37.8 million. (iii) Aviation Aviation segment recorded higher revenue of RM87.0 million and turnaround from loss before tax of RM1.0 million in Q4 FY2022 to a profit before tax of RM5.1 million in the current quarter. This is mainly attributable to the in-flight catering business with higher number of meals uplifted. (iv) Others Other segment continues to grow healthily with an increase in both revenue and profit before tax by 10% and 35% respectively.
Postal The decrease of revenue in postal segment by 12% was primarily contributed by the drop in courier business following the intense competition when other major players especially international courier companies continue to pursue penetration strategies to capture higher market share in courier business. In addition, major e-commerce players increasingly shifting to their insourced delivery capabilities and continuous masking practise. The loss before tax increased largely due to the lower revenue registered. While certain fixed cost continued to be incurred and there was an escalation of staff cost annually, cost management effort implemented saw a lower transportation and delivery cost during the financial year. (ii) Logistics Logistics segment registered lower revenue by 7% at RM312.3 million during the year. The decrease is mainly from freight management business (especially from freight forwarding and haulage) due to lower volume from customers. This is partially offset with the higher revenue from marine business. Logistics segment recorded lower loss before tax as there was an impairment on property, plant and equipment of RM37.8 million taken up during the last financial year.
(iii) Aviation Aviation segment contributed higher revenue of RM303.5 million with profit before tax of RM7.4 million mainly due to the increased number of flights handled resulting in higher ground handling revenue during the year. In addition, provision of meals uplifted including for Umrah flights have contributed to the surge in meals prepared for in-flight catering business. This trend is expected to continue in future. (iv) Others Other segment consists of other non-core businesses namely printing and insertion and digital certificates, registered RM168.8 million revenue during the year, an increase of 28% compared to last year with an increase in profit before tax of 41%.
#The focus remains on executing our transformation strategies, addressing unprofitable segments, advancing margin-led businesses, and promoting sustainability in accordance with our ESG roadmap. The performance of our subsidiaries will continue to support our growth and profitability. Pos Aviation is expected to improve, backed by increased demand for air travel, ground handling services, and in-flight catering. Pos Logistics will continue to reposition its offerings to focus on the automotive sector, third-party logistics, and warehousing. Despite the challenges, we remain optimistic that the Group will deliver improved results in 2024.
30 Largest Registered Shareholders No. Name of Shareholders No. of Shares % 1 RHB NOMINEES (TEMPATAN) SDN BHD 245,702,751 31.39 MALAYSIAN TRUSTEES BERHAD PLEDGED SECURITIES ACCOUNT FOR HICOM HOLDINGS BERHAD 2 RHB NOMINEES (TEMPATAN) SDN BHD 172,997,399 22.10 MALAYSIAN TRUSTEES BERHAD PLEDGED SECURITIES ACCOUNT FOR DRB-HICOM BERHAD 3 KUMPULAN WANG PERSARAAN (DIPERBADANKAN) 39,425,300 5.04 4 CITIGROUP NOMINEES (TEMPATAN) SDN BHD 9,523,300 1.22 EMPLOYEES PROVIDENT FUND BOARD 5 AMSEC NOMINEES (TEMPATAN) SDN BHD 6,930,400 0.89 PLEDGED SECURITIES ACCOUNT FOR KOK CHIN SIANG 6 MAYBANK NOMINEES (ASING) SDN BHD 6,000,000 0.77 EXEMPT AN FOR KENSINGTON TRUST LABUAN (AMAT CLASS-H) 7 ALLIANCEGROUP NOMINEES (TEMPATAN) SDN BHD 4,539,700 0.58 PLEDGED SECURITIES ACCOUNT FOR DEVA DASSAN SOLOMON (8041850) 8 MAYBANK NOMINEES (TEMPATAN) SDN BHD 4,388,000 0.56 CHENG MOOI SOONG 9 ALLIANCEGROUP NOMINEES (TEMPATAN) SDN BHD 4,298,700 0.55 PLEDGED SECURITIES ACCOUNT FOR SELINA SHARMALAR SOLOMON (8112136) 10 ALLIANCEGROUP NOMINEES (TEMPATAN) SDN BHD 3,971,700 0.51 PLEDGED SECURITIES ACCOUNT FOR INBAMANAY A/P M J ARUMANAYAGAM (8061712) 11 ALLIANCEGROUPNOMINEES (TEMPATAN) SDN BHD 3,856,500 0.49 PLEDGED SECURITIES ACCOUNT FOR HELINA SHANTI SOLOMON (7001761) 12 LIM BOON LIAT 3,500,000 0.45 13 PATHMANATHAN AIL MYLVAGANAM 3,050,000 0.39 14 CIMSEC NOMINEES (TEMPATAN) SDN BHD 3,000,000 0.38 CIMB FOR ABDUL GHANI BIN ABDULLAH (PB) 15 SHANTI KUMARI PATHMANATHAN 2,835,000 0.36 16 AFFIN HWANG NOMINEES (TEMPATAN) SDN BHD 2,618,800 0.33 PLEDGED SECURITIES ACCOUNT FOR LIM TECK HUAT 17 SHIRIN DEVI PATHMANATHAN 2,610,000 0.33 18 CGS-CIMB NOMINEES (TEMPATAN) SDN BHD 2,437,500 0.31 PLEDGED SECURITIES ACCOUNT FOR DEVA DASSAN SOLOMON (MY1091) 19 HSBC NOMINEES (ASING) SDN BHD 2,356,219 20 JAROD CHOO CHEE CHEONG 2,129,100 0.27 21 CARTABAN NOMINEES (ASING) SDN BHD 1,895,800 0.24 SSBT FUND J724 FOR SPDR S&P EMERGING MARKETS ETF 22 HLB NOMINEES (TEMPATAN) SDN BHD 1,872,900 0.24 PLEDGED SECURITIES ACCOUNT FOR DEVA DASSAN SOLOMON 23 HLB NOMINEES (TEMPATAN) SDN BHD 1,800,000 0.23 PLEDGED SECURITIES ACCOUNT FOR INBAMANAY A/P M J ARUMANAYAGAM 24 UOB KAY HIAN NOMINEES (ASING) SDN BHD 1,795,814 0.23 EXEMPT AN FOR UOB KAY HIAN PTE LTD (A/C CLIENTS) 25 LIM CHIN SEAN 1,794,600 0.23 26 CITIGROUP NOMINEES (ASING) SDN BHD 1,424,388 0.18 CBNY FOR DIMENSIONAL EMERGING MARKETS VALUE FUND 27 MAYBANK NOMINEES (TEMPATAN) SDN BHD 1,380,500 0.18 PLEDGED SECURITIES ACCOUNT FOR GEE YIN HAN 28 UOB KAY HIAN NOMINEES (TEMPATAN) SDN BHD 1,237,710 0.16 EXEMPT AN FOR UOB KAY HIAN PTE LTD ( A/C CLIENTS) 29 LEE TEONG GHEE 1,190,000 0.15 30 LEE JUN KIN 1,169,800 0.15
tukarkan semua... tak semestinya mat salleh adalah terbaik hehe
Charles Robertson Brewer Group Chief Executive Officer Nationality Age Gender 58 Peermohamed bin Ibramsha Group Chief Financial Officer Nationality Age Gender 58 British Male Malaysian Male
Tak berguna, dah berapa tahun dah, masih tak mampu turnaround, CEO pulak mat salleh tapi juga asyik rugi macam sial hehe sack all these useless persons
Board
of Directors
The Pos Malaysia Board of Directors reflects the cumulative experience and specialisations of our leadership from industries within Malaysia
pos MUST CARI JALAN TO TURNAROUND ASAP... TAK BOLEH BERTAHAN JIKA RUGI SETIAP TAHUN HEHE
POS's short term assets (MYR998.6M) exceed its long term liabilities (MYR211.3M).
Cash Runway Analysis
For companies that have on average been loss-making in the past, we assess whether they have at least 1 year of cash runway.
Stable Cash Runway: Whilst unprofitable POS has sufficient cash runway for more than 3 years if it maintains its current positive free cash flow level.
Forecast Cash Runway: POS is unprofitable but has sufficient cash runway for more than 3 years, due to free cash flow being positive and growing by 53.7% per year.
SEMUA MAKAN GAJI BUTA HEHE Board Members Name Position Tenure Compensation Ownership Sabarina Binti Mohd Hashim Company Secretary & Non-Independent Non-Executive Director less than a year no data no data Roshidah binti Abdullah Independent Non-Executive Director less than a year no data no data Idris Bin Abdullah Independent & Non-Executive Director 6.3yrs RM112.29k no data Syed Faisal Bin Syed Ali Rethza Albar Non-Independent Non-Executive Chairman 8.2yrs RM128.00k no data Jezilee Bin Mohamad Ramli Non-Independent & Non-Executive Director 2.9yrs RM130.52k no data Mohamed Bin Mohamed Tarmizi Independent Non-Executive Director 2.9yrs RM114.52k no data Mohd Bin Mohamad Nor Independent & Non-Executive Director 3.2yrs RM118.50k no data
Leadership Team Name Position Tenure Compensation Ownership Charles Brewer Group Chief Executive Officer 2.6yrs no data no data Peer Mohamed Ibramsha Group Chief Financial Officer 2.5yrs no data no data Zaini Bin Yahman Director of Operations 3.3yrs no data no data Rugayah Dato' Ibrahim Deputy General Manager of Human Resource & Administrations no data no data no data Niuh Aun Head of Investor Relations no data no data no data Hajjah Hassan General Manager of Quality Documentation & Compliance no data no data no data Roslina binti Ismail General Counsel & Corporate Affairs no data no data no data Yin Liao Group Chief Marketing 2.1yrs no data no data Mohd Kassim Group Head Sales & Business Development no data no data no data Raja Ahmad Bin Raja Muhamad Group Chief People Officer 1.3yrs no data no data Mohd bin Yahya Group Head of Risk Management no data no data no data Harleim Nor Head of Compliance Department no data no data no data
TAK GUNA JUGAK JIKA MGMT TEAM DAN PENGARAH2 BODOH :)
With a track record of over 200 years, the Pos Malaysia Group has progressed from a traditional postal service into a dynamic mail and parcel services, financial services and supply chain solutions provider with the largest delivery and touchpoint network in Malaysia.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Mohd ImranRafifi
192 posts
Posted by Mohd ImranRafifi > 2024-02-06 09:50 | Report Abuse
seems like it's hard for POS to turn profits in the next q .. High operating cost