Posted by Good123 > 2024-03-28 22:19 | Report Abuse

bila sack semua deadwoods, boleh UP hehe

Posted by Good123 > 2024-03-29 10:16 | Report Abuse

DRB ADA WANG UTK MEMBIAYAI KERUGIAN POS... TAK MATI PUNYA... INJECT DANA JE HEHE

Posted by Good123 > 2024-03-29 10:16 | Report Abuse

KRONI DULU DAPAT POS MSIA LAUGHING TO THE BANK KINI MUNTAH BALIK HEHE

Posted by Good123 > 2024-03-29 10:17 | Report Abuse

TUNGGU REVIVAL OF POS... TAPI TAK TAHU BILA.. JIKA SEMUA PENGARAH YG BODOH MASIH BERKEKALAN, SUSAH MAU DIPULIHKAN SATU HAKIKAT. GOOD LUCK

Posted by Good123 > 2024-03-29 11:26 | Report Abuse

drb masih mampu tak bagi pos mampus.. hehe

Thursday, 29 Feb 2024
5:16PM
DRBHCOM Financial year end net profit 394.345 million (increased 35.46%)

Posted by Good123 > 2024-03-29 11:55 | Report Abuse

at current low price, better to take it private... do financial reengineering, restructuring, etc.. proven ... tak dapat dipulihkan dalam struktur masakini... dah rugi tak terhingga

@Harryww

6 years continuesly lost. The only hope is privatisation and reorganise the whole organisation.

3 weeks ago

Posted by Good123 > 2024-03-29 11:56 | Report Abuse

or sell it to others yg dapat memulihkan pos... dah > 5tahun dalam ICU

Posted by Good123 > 2024-03-29 11:57 | Report Abuse

pos jugak drag down DRB performance... keep pos pun bodoh... takda kebolehan dalam kalangan pengarah2 dan CEO

Posted by Good123 > 2024-03-29 11:58 | Report Abuse

jika beli syer pos, hanya untuk privatisation ataupun dijualkan kpd konglomerat lain... hehe

Posted by Good123 > 2024-03-29 14:55 | Report Abuse

Trading at a low revenue valuation multiple
When a company's stock price is low compared to its sales, it's like finding a high-quality product on sale. This could be a positive sign for investors, as it may indicate that the stock is undervalued. Essentially, you could be getting a bargain, acquiring a share of the company's sales for less than the typical market price.

Valuation Multiple: The revenue multiple, also known as the price-to-sales ratio, is a tool that investors use to compare a company's stock price to its revenues. A low ratio suggests you're paying less for each dollar of the company's sales.
Potential Undervaluation: If a company has a low revenue multiple compared to its peers, it could be a sign that the market is undervaluing the company's stock. This means the company's shares might be priced lower than what their performance may warrant.
Investment Opportunity: A low revenue multiple can often represent a potential investment opportunity. If the market hasn't fully recognized the company's value, the stock price might rise in the future as more investors discover the company's potential, leading to potentially higher returns.
Bullish Indicator: As such, a low revenue multiple is often seen as a bullish indicator. It suggests that the company's stock might be a good investment, particularly if other financial fundamentals (such as earnings, growth prospects, and balance sheet health) are also strong.
However, a low revenue multiple isn't always a guaranteed sign of a good investment. It could also suggest that investors have concerns about the company's profitability, growth prospects, or other factors. That's why it's crucial to take a comprehensive approach to investment analysis, considering a variety of financial and non-financial factors, and not just focusing on a single metric like the revenue multiple.

Posted by Good123 > 2024-03-29 15:31 | Report Abuse

syed mokhtar kroni madey ... dulu dapat pos, sentiasa untung... kini tak dapat bersaing selama 6 tahun++ i rasa dia akan jualkan stakenya dalam pos melalui DRB... DRB pun mau mati tak mati, harga syer dibawah RM1.50 kini... Tahun ini barangkali tahun jualan ... just try your luck if u buy syer pos hehe

Posted by Good123 > 2024-03-29 15:33 | Report Abuse

anak syed pun dah cabut sebagai pengarah, malu kot hehe... pos, memang syer high risk high return... tak sesuai untuk semua pelabur... risk profile peribadi

Posted by Good123 > 2024-03-29 16:47 | Report Abuse

bagi pos, tunggu syed jualkan pos melalui drb ataupun diambil alih konglomerat yg berwibawa dengan tim pengurusan yg hebat dan biz juga mempunyai sinergi dengan pos..

Posted by Good123 > 2024-03-29 21:22 | Report Abuse

tunggu syed jualkan stake pos ataupun swastakan, dah melebihi 1/2 dekad tapi masih mengalami kerugian... hehe

Posted by Good123 > 2024-04-02 08:48 | Report Abuse

waiting game saja.... tunggu syed cari pembeli je hehe

Posted by 1288Go > 2024-04-02 20:55 | Report Abuse

Good123,
Interesting your insights and knowledge of Pos,....owners and possibilities...
Yar, tak tahu Bila??
Sudah lama tunggi lor...
Haiz...

Posted by Lee Yew > 2024-04-02 21:24 | Report Abuse

High risk high return, just wait for the day.,.

Posted by Mohd ImranRafifi > 2024-04-05 10:32 | Report Abuse

How long are you willing to wait for POS, Lee Yew?

Posted by trending > 2024-04-24 11:42 | Report Abuse

Kalau beli bitcoin sudah untung lipat lipat...

Posted by Mohd ImranRafifi > 2024-04-25 11:36 | Report Abuse

Sudah naik tinggi Bitcoin ... risky to chase high

Posted by trending > 2024-05-03 13:01 | Report Abuse

PBT losses stabilizing?

Posted by 1288Go > 2024-05-10 16:05 | Report Abuse

Hi Mohd Imran...hmmm, haiz,
Pos still 47c...
Orang Putih Mari, enjoy gaji tinggi, ngi ngor meetings here and there, cakap2, lunch, dinners on Pos bayar. Still cakap2 , Bila akan turnaround??
Very sad, the big owners major shareholders keeping rather quiet!?
I hairan , these big boys including us, should not have kept Pos because of its sunset business plus competition from private sector !!
So, macam mana Mohd Imran?
You Ada holdings Pos?

Posted by Harryww > 2024-05-23 09:46 | Report Abuse

Tomorrow EGM may have some additions surprises for minority shareholders.
Privatisation is the only way the company can move forward as it had many lands in prime locations.

Posted by Mohd ImranRafifi > 2024-05-27 15:44 | Report Abuse

@1288Go. Still holding some because see some improvement in the financial performance

Posted by BILLC > 2024-05-27 16:37 | Report Abuse

How this syed can be richest while his company mostly rugi besarrrrrrr hampir botakkkkk,,,??

Posted by HengyuanZai > 2024-05-27 20:34 | Report Abuse

Debt shrunk a lot, heavy asset to light asset company, something is brewing. I think RM 2 is a matter of time..

Posted by HengyuanZai > 2024-05-27 20:37 | Report Abuse

It's very risky for this business to be gone , 17000 workers I'm sure this national company will continue to exist . The only way is government make them privatize

Posted by Mohd ImranRafifi > 2024-06-14 15:54 | Report Abuse

He got a lot of companies, BILLC

Posted by 1288Go > 2024-07-01 16:47 | Report Abuse

Imran..
Teh Tarik pun takde..
Hai, ini counter susah..
Bila dia akan Mari..
Should have sold long time ago 😞!!

Posted by Good123 > 2024-07-02 12:21 | Report Abuse

Buy, no rent, own premises. Turnaround this year or 2025

KUALA LUMPUR: Pos Malaysia Bhd menyasarkan untuk menambah 33 lagi cawangan Pos Shop untuk menjadikan jumlah keseluruhannya kepada 50 cawangan di seluruh negara menjelang akhir tahun 2024.

Penyedia perkhidmatan pos dan bungkusan nasional itu dalam satu kenyataan berkata, ia kini mempunyai 17 lokasi Pos Shop di seluruh negara, dengan tiga di Pahang, tiga di Kuala Lumpur, dua di Selangor, dua di Perak, lima di Johor, satu di Melaka, dan satu di Negeri Sembilan.

"Langkah strategik ini menekankan komitmen Pos Malaysia untuk menyediakan kemudahan dan nilai yang lebih besar kepada komuniti di seluruh negara," katanya.

Pos Malaysia kembali meneruskan perjalanan transformasi runcitnya dengan pelancaran kedai serbaneka Pos

Shop terbaharu, cawangan ke-17 setakat ini.

Cawangan baharu itu, terletak di dalam Pejabat Pos Besar di Jalan Abdul Aziz, Kuantan, Pahang.

Pos Shop di Pejabat Pos Besar Kuantan yang berkeleluasan lebih 1,800 kaki persegi menawarkan penyelesaian sehenti untuk komuniti setempat, menggabungkan perkhidmatan pos dan bungkusan dengan ruang runcit yang selesa untuk keperluan harian.

Sebagai tambahan, Pos Shop di Kuantan mempunyai Pos Kafe yang popular di mana pelanggan boleh menikmati

pelbagai pilihan seperti secawan kopi segar, makanan ringan, dan minuman sambil menunggu bungkusan mereka atau sebelum pergi ke tempat kerja.

Pelanggan juga boleh menikmati promosi pembukaan iaitu 'beli satu percuma satu' eksklusif untuk Pos Sundaes, sementara stok masih ada.

Pelancaran Pos Shop ini sejajar dengan strategi keseluruhan Pos Malaysia untuk terus mengubah penawarannya dan berhubung dengan pelanggan di seluruh Malaysia dengan lebih baik.

Pos Malaysia berhasrat untuk membina kepercayaan dan meningkatkan kemudahan untuk menyepadukan perkhidmatan kurier dan logistiknya dengan memperkenalkan konsep runcit baharu yang menarik.

Dengan kejayaan pelancaran Pos Shop di Kuantan, Pos Malaysia kekal berdedikasi untuk mentakrifkan semula perkhidmatan pos sambil meningkatkan penawarannya bagi memenuhi keperluan pelanggan yang kian berubah dalam era digital ini.

Posted by Good123 > 2024-07-02 12:24 | Report Abuse

Staf yg berlebihan boleh transfer to pos shops, pos cafe, huatlah nanti

Posted by Good123 > 2024-07-02 12:34 | Report Abuse

Back to rm1 to 2 soon hehe

FUTURE PROSPECTS For the first quarter of 2024, the Pos Malaysia Group increased its sales by 2% to RM492 million compared with the same quarter in 2023, and as a result further reduced its losses before taxation by 37% compared with the same quarter in 2023, to RM15.4 million from RM24.3 million. Our improved earnings are mainly explained by improved results across our mail and parcel business, with both delivering increased volumes in Q1 2024 versus Q1 2023. That said, the postal and parcel market is still an incredibly challenging environment, and we will continue to focus on our transformation, our margin led new businesses and capacity management to ensure we have a foundation for continued progress throughout 2024. In our other sectors, Pos Aviation anticipates continued growth due to increased demand for inflight catering and cargo services. Pos Logistics continues with its transformation, placing more emphasis on the automotive sector, third-party logistics, and warehousing. We remain cautiously optimistic that the Group will deliver improved results in 2024

Posted by Good123 > 2024-07-02 12:41 | Report Abuse

Pos turnaround is approaching, buy at the lowest price now. Last call yah.

On 21 May 2024, Pos Logistics Berhad. (“PLB”), an indirect wholly owned subsidiary of Pos Malaysia Berhad, entered into a Share Sale and Purchase Agreement (“SPA”), in relation to the disposal of 100% equity interest in PNSL Berhad (“PNSL”) to SWA Shipping Sdn. Bhd. (“SWA”), for an indicative total consideration of RM123.2 million (“Proposed Disposal of PNSL”). Efforts to dispose the subsidiary has commenced before the end of the reporting period and the proposed disposal of PNSL is expected to be completed within four months from the signing date of the SPA.

Posted by Good123 > 2024-07-02 12:43 | Report Abuse

Pos Malaysia's decision to start Pos Shop is a smart move for several reasons:Diversification of Revenue Streams: By branching out into retail, Pos Malaysia can generate additional revenue beyond traditional mail and parcel delivery services.Enhanced Customer Experience: Pos Shops can offer a variety of services and products, making it a one-stop solution for customers, thereby improving convenience and customer satisfaction.Increased Foot Traffic: Pos Shops can attract more customers to physical locations, increasing the visibility of Pos Malaysia's brand and services.E-commerce Growth: With the rise of online shopping, Pos Shops can serve as convenient pick-up and drop-off points for e-commerce transactions, tapping into the booming e-commerce market.Leverage Existing Infrastructure: Pos Malaysia can utilize its extensive network of post offices, reducing the need for significant new investments in real estate and logistics.Market Adaptation: By adapting to changing market demands and consumer behavior, Pos Malaysia can stay competitive and relevant in the evolving postal and logistics industry.Strategic Partnerships: Pos Shops can partner with various businesses to offer a range of products and services, creating a synergistic effect that benefits all parties involved.

Posted by Good123 > 2024-07-02 12:46 | Report Abuse

Here are the reasons why Pos Café is a great idea in bullet points:Enhanced Customer Experience: Provides a comfortable and welcoming environment for customers waiting for postal services.Increased Foot Traffic: Attracts more visitors to Pos Malaysia locations, potentially increasing the usage of postal services.Additional Revenue Stream: Generates extra income from food and beverage sales.Community Engagement: Serves as a social hub, fostering community interaction and brand loyalty.Cross-Promotional Opportunities: Allows for promotions and discounts on postal services for café customers, and vice versa.Convenience for Customers: Offers a place to relax, work, or have meetings, making postal locations more multifunctional.Modernized Image: Helps modernize the brand and appeal to younger, tech-savvy customers.Partnership Opportunities: Potential to collaborate with local businesses or franchises to offer diverse food and beverage options.Increased Stay Time: Encourages customers to spend more time at the location, increasing the likelihood of using additional services.Competitive Edge: Differentiates Pos Malaysia from other postal and courier services, providing a unique value proposition.

Posted by Good123 > 2024-07-02 13:39 | Report Abuse

Buy rate 63%.. Buy first b4 discovered by fund Managers hehe

Posted by Good123 > 2024-07-02 14:47 | Report Abuse

NTA 0.6100
P/B 0.74
RPS 240.23
PSR 0.19
Market Cap 352.2M
Shares (mil) 782.78
QoQ YoY
CAGR

RSI(14) Neutral 32.1
Stochastic(14) Oversold 11.1

Posted by 1288Go > 2024-07-02 16:31 | Report Abuse

Hey Good 123,
You clever man..
Insider arh ..
How many lots you have !? 😆

Posted by Good123 > 2024-07-02 17:48 | Report Abuse

shareholders of Pos Malaysia Berhad:

Khazanah Nasional Berhad
Employees Provident Fund Board
Permodalan Nasional Berhad
Amanah Saham Bumiputera
Kumpulan Wang Persaraan (Diperbadankan)
Social Security Organization
Public Islamic Opportunities Fund
Amanah Saham Malaysia
Public Mutual Berhad
Amanah Saham Bumiputera 2
Great Eastern Life Assurance (Malaysia) Berhad
AIA Bhd.
Amanah Saham Nasional
Manulife Investment Management (M) Berhad
RHB Capital Nominees (Tempatan) Sdn Bhd
Maybank Nominees (Tempatan) Sdn Bhd
Hong Leong Assurance Berhad
CIMB Group Nominees (Tempatan) Sdn Bhd
Affin Hwang Asset Management Berhad
Public Bank Berhad
Amanah Saham Wawasan 2020
Nomura Asset Management Malaysia Sdn Bhd
Principal Asset Management Berhad
HSBC Nominees (Tempatan) Sdn Bhd
Standard Chartered Bank Malaysia Berhad
Amanah Saham Didik
Amanah Saham Nasional 2
Public SmallCap Fund
MCIS Insurance Berhad
Pacific Mutual Fund Bhd

Posted by Good123 > 2024-07-02 20:38 | Report Abuse

https://g.co/kgs/SWVAUnb

Posted by Good123 > 2024-07-02 20:40 | Report Abuse

To replace 7-11 & Starbucks hehe

https://www.malaymail.com/news/life/2023/11/16/pos-malaysia-launches-pos-shop-convenience-store-and-cafe-in-brickfields-aims-to-attract-younger-customers/102378

Posted by Good123 > 2024-07-02 21:06 | Report Abuse

Beliau berkata, kumpulan mempunyai lebih 630 pejabat pos di seluruh negara dan pembukaan Pos Shop kelak juga adalah di lokasi pejabat pos.

"Kumpulan mempunyai kelebihan kerana mempunyai pejabat pos yang banyak seluruh negara.

Posted by Good123 > 2024-07-02 21:32 | Report Abuse

Wehhh nak kabo yang Pos Shop dah mendarat kat Kontan! 🛬
​
Tempat dia kat sebelah Pejabat Pos Besar Kuantan je. Ape lagi aokmer.. meh la nyinggoh kala nak beli cekedis, manisan dan macam-macam lagi! Selok wehhh 😜
​
#PosMalaysia #KamiSampaikanTawaranHebat #PosShop #PosShopKuantan

Posted by Good123 > 2 months ago | Report Abuse

Pos Malaysia open Café Mesra outlet at post offices
— The café's range of offerings includes barista-quality handcrafted coffee, featuring its signature Mesra Latte. To celebrate the launch, Café ...

Posted by Good123 > 2 months ago | Report Abuse

Free rent & use of excess staff for pos Malaysia

Pos malaysia is fighting Starbucks & 7-11 hard with its POS Shop + Cafe hehe

Posted by Good123 > 2 months ago | Report Abuse

Mat salleh at last found the right strategy to turnaround pos

Posted by Good123 > 2 months ago | Report Abuse

Cash flow UP & improving :)

POS MALAYSIA BERHAD (Registration No. 199101019653 (229990-M)) (Incorporated in Malaysia) 7 CONDENSED CONSOLIDATED STATEMENT OF CASH FLOWS (CONTINUED) 3 Months Ended 31.03.2024 3 Months Ended 31.03.2023 RM’000 RM’000 CASH FLOWS FROM INVESTING ACTIVITIES Finance income received 454 668 Acquisition of property, plant and equipment (9,582) (4,696) Proceeds from disposal of property, plant and equipment 377 - Net proceeds from redemption of other investments 1,000 1,000 Increase in deposit pledged (3) (10) Net cash used in investing activities (7,754) (3,038) CASH FLOWS FROM FINANCING ACTIVITIES Drawdown on borrowings 21,946 25,051 Finance costs paid (10,080) (9,265) Repayment of borrowings (42,713) (71,491) Repayment of hire purchase liabilities (275) (261) Repayment of lease liabilities (13,822) (13,267) Movement in restricted cash 13,472 (43,075) Net cash used in financing activities (31,472) (112,308) NET DECREASE IN CASH AND CASH EQUIVALENTS (22,912) (48,988) Effects of foreign currency translation 150 (650) CASH AND CASH EQUIVALENTS AT BEGINNING OF THE FINANCIAL PERIOD 159,788 168,973 CASH AND CASH EQUIVALENTS AT END OF THE FINANCIAL PERIOD 137,026 119,335 Cash and cash equivalents included in the statement of cash flows comprise the following statement of financial position amounts: Cash and bank balances 127,545 122,821 Deposits placed with licensed banks 29,486 56,993 Cash attributable to assets classified as held for sale 7,893 977 Bank overdrafts (880) (929) 164,044 179,862 Less: Collections on behalf of agency payables and money order payables** (17,338) (10,452) Less: Deposits pledged (551) (548) Less: Restricted cash (9,129) (49,527) 137,026 119,335 The Unaudited Condensed Consolidated Statement of Cash Flows should be read in conjunction with the Annual Audited Financial Statements for the financial year ended 31 December 2023 and the explanatory notes attached to the interim financial report. ** The amount of cash held on behalf of agency payables and money order payables are included under Trade and Other Payables in the Consolidated Statement of Financial Position.

Posted by Good123 > 2 months ago | Report Abuse

The company is accelerating the execution of its margin-led strategy, which includes plans to open an additional 40 new Pos Shop outlets in 2024, rapidly scaling both our Fulfilment and International business as well as launching a SaaS business unit, which will provide marketleading digital solutions for both the post and parcel sector and new focus industries.

Posted by Good123 > 2 months ago | Report Abuse

Charles added, “We remain cautiously optimistic that the Group will deliver improved results in 2024. The Q1 results reflect a significant milestone in our journey towards sustainable growth and profitability. Through enhanced yields, a continued focus on optimising our assets, and stringent cost controls, we have successfully navigated challenges while capitalising on the many opportunities that exist. Our steadfast focus remains on executing our transformation strategies, addressing unprofitable segments, and rapidly scaling our margin-led businesses. Moreover, our dedication to sustainability, as outlined in our ESG roadmap, reaffirms our responsibility towards the environment, society, and long-term value creation. As we move forward, we remain passionate about building trust to connect businesses and lives for a better tomorrow.”

Posted by Good123 > 2 months ago | Report Abuse

Good , pos can do franchising for its shops and cafe like 7-11, starbucks, etc