Posted by Good123 > 2024-08-28 07:07 | Report Abuse

Macam pos msia, disposal of stake in PETALING JAYA: Pos Malaysia Bhd's subsidiary Pos Logistics Bhd has proposed to dispose of its entire equity interest (49 million shares) in PNSL Bhd to SWA Shipping Sdn Bhd for RM123. 21 million.

Sime Darby ends FY2024 on strong footing on disposal gain from Ramsay Sime Darby Health Care stake, declares 10 sen dividend
By Kang Siew Li / theedgemalaysia.com
27 Aug 2024, 01:27 pm
Updated - 02:02 pm

Posted by Willtolive > 2024-08-28 08:25 | Report Abuse

Buy and hold

Posted by Good123 > 2024-08-28 10:20 | Report Abuse

AdditionalRm123mil free cash from disposal of a stake into pos Malaysia. Ong lah...

Posted by HengyuanZai > 2024-08-28 11:11 | Report Abuse

Kena KO xD

Posted by Good123 > 2024-08-28 12:58 | Report Abuse

Do what apple did yah

Investing.com-- Apple Inc (NASDAQ:AAPL) cut about 100 jobs in its digital services group amid shifting priorities in the company, Bloomberg reported on Tuesday.

The cuts affected employees who worked across several different teams under Senior Vice President Eddy Cue, Bloomberg reported, citing people close to the matter. The biggest cuts were in teams working on Apple’s bookstore services.

The move marks a rare instance of job cuts by the Cupertino-based tech giant, which has otherwise largely retained its employees amid a growing wave of layoffs across its major tech peers.

The firm is set to unveil the latest iteration of its flagship iPhone in early-September, and will also start rolling out a slew of artificial intelligence features in its devices. The iPhone 16 will headline Apple’s AI push, amid growing hopes that AI will help reignite growth after over a year of declining device sales.

Reports earlier this year showed Apple had canceled its long-awaited car project to instead shift focus towards AI. The company had reportedly reassigned about 2,000 employees with some potential redundancies.

Posted by ocbc > 2024-08-28 15:03 | Report Abuse

Deploy to DRB group of companies also can. Lowest performers got no bonus so they are free to change employers.

Posted by Good123 > 2024-08-28 22:15 | Report Abuse

Whether or not Pos Malaysia should dismiss its current CEO or any executive, including a non-Malaysian, depends on various factors such as their performance, the company's financial health, and their strategic direction. If there are concerns about leadership, these should be based on measurable outcomes, the ability to meet business goals, and the satisfaction of stakeholders rather than nationality alone. Leadership changes are significant decisions and should be carefully considered with a focus on the company's long-term success.

Posted by Blackcrusade > 2024-08-29 19:54 | Report Abuse

@Good123 We can see the performance of pos getting worse day by day. It's not about nationality. It's about the current Leadership Team. They didn't do a great job and we can see from the current trend

Posted by Good123 > 2 months ago | Report Abuse

Drb hicom would do something drastic to pos Malaysia, dragging it to the bottom hehe

KUALA LUMPUR (Aug 28): DRB-Hicom Bhd (KL:DRBHCOM) posted a net loss of RM17.08 million in the second quarter against a net profit of RM33.71 million a year ago, mainly due to weaker financial performance in Proton Holdings Bhd and losses from Pos Malaysia Bhd following reduced revenue in its international business.

Revenue for the quarter ended June 30, 2024 (2QFY2024) dropped 5.6% year-on-year to RM3.76 billion from RM3.98 billion, the group's bourse filing on Wednesday showed.

DRB-Hicom said the decline in revenue was primarily due to lower sales volume of Proton vehicles, affected by the scheduled plant maintenance shutdown during the quarter.

Pos Malaysia, meanwhile, posted a 2.7% fall in revenue mainly due to lower international business following the drop in overall mail and international volume.

Posted by Good123 > 2 months ago | Report Abuse

Drb must take immediate corrective actions on pos Malaysia, useless top mgmt/BODs. Hehehe

On Wednesday, DRB-Hicom reported a net loss of RM17.08 million for the second quarter ended June 30, 2024 (2QFY2024), against a net profit of RM33.71 million a year earlier, mainly due to Proton Holdings Bhd and losses from Pos Malaysia as well as higher tax expenses.

Posted by Good123 > 2 months ago | Report Abuse

Quarterly loss dah 5-6 tahun, bobo:)

DRB-Hicom shares have declined some 15% so far this year following Thursday morning’s decline. The company’s listed subsidiary Pos Malaysia Bhd (KL:POS) in particular has suffered 22 consecutive quarters of losses.

Posted by HengyuanZai > 2 months ago | Report Abuse

everyday new low.. buy ur head xD

Posted by GlobalEquity > 2 months ago | Report Abuse

It's an old tree gradually falling leaves...slow and painful !

Someone just work out how much Revenue Per Employee contributes and compare it with peers, the answer might perhaps reveal the unsolved root problem!

Also, no need to rent so many outlets, just subcontract out the outlets AND people, this will save HUGE fixed costs!

Posted by Blackcrusade > 2 months ago | Report Abuse

@GlobalEquity

From what I heard, all the expat have extremely high salary, even beating MNC standard. And pos is losing company!!! 😭

Posted by hw0706 > 2 months ago | Report Abuse

Pos malaysia just sell the asset will do

Posted by GlobalEquity > 2 months ago | Report Abuse

If POS truly wants to turn around, it could consider JV with an established, reputable and super efficient partner like SF Express of China for example.

POS could adopt and leverage on SF's super efficient technologies, business model (eg subcontract with delivery van companies, JV with delivery boys, JV with outlets operators and owners, to eliminate huge costs, etc...).

That's the strategy of Proton to improve and boost its business by JV with Geely of China (49.9% equity). Today, Proton is different and in better competition, including the EV!

That's how I see it, what do you think?

Posted by ocbc > 2 months ago | Report Abuse

Its no longer a secret FY2024 confirm profitable during the recent breifing by CEO. He won't dents his credentials

Posted by Good123 > 2 months ago | Report Abuse

Pos Market cap fell to about rm250m. Drb holds more than 50%. Need rm100++ to privatise it for biz reengineering, rtc. No need to show the public that would affect drb share price as well

Posted by Good123 > 2 months ago | Report Abuse

Going to occur again soon

In an unexpected deal Malaysia Post is set to be acquired under the countrys privatisation programme by Phileo Allied.

https://postandparcel.info › news
Pos Malaysia set to privatise | Post & Parcel

Posted by Good123 > 2 months ago | Report Abuse

masa terindah untuk ekuiti ya!

https://www.klsescreener.com/v2/news/view/1384635/hunt-for-fed-pivot-winners-sparks-a-rush-to-malaysia-indonesia

Posted by Good123 > 2 months ago | Report Abuse

Pos Malaysia is accelerating the implementation of new value creators in its retail segment,
international and fulfilment, whilst addressing underperforming business units.
Brewer explained: “We will double down on the scaling-up of our newer ventures such as Pos
Shop, Pos Fulfill, and our international venture redlyexpress, which is necessary to de-risk the
structural mail decline and a very competitive parcel segment.
“We are excited to share that since launching our first Pos Shop convenience store at Jalan
Medan Tuanku, Kuala Lumpur in May 2023 as part of Pos Malaysia’s retail transformation
strategy, we have now opened 31 stores across Peninsula Malaysia to-date, with an aggressive
plan to expand to 50 outlets in total by the end of 2024. Pos Fulfill, our fully integrated fulfilment
operations continue to ride on the growing demands for warehousing and fulfilment solutions,
offering both the business-to-business (B2B) and business-to-consumer (B2C) sectors cuttingedge technology and a sprawling warehouse space of over 200,000 square feet in facilities
located at Shah Alam, Bukit Raja, Kota Kinabalu and Kuching. With deliveries to over 43
countries, our cross-border digital shipping business, redlyexpress, uniquely positions Pos
Malaysia in the global logistics market, where we provide an efficient, reliable and cost-effective
model for e-commerce and online retailers seeking international parcel delivery services.”
Pos Aviation, a key subsidiary in the Group’s diversified portfolio which has registered consistent
year-on-year growth fuelled by rising demands for in-flight catering and cargo handling services,
will continue to prioritise driving domestic expansion while capitalising on its recent joint venture
with SIA Engineering Company Limited (SAIEC).
“For the core Pos Malaysia business, we seek to maximise the opportunities that the e-commerce
parcel segment continues to offer, bolstered by our market-leading service standards and
continuous expansion of innovative products and services,”.😉😚

Posted by Willtolive > 2 months ago | Report Abuse

Don't you think Pos's property is worth more than the market cap since the valuation was performed a long time ago.
If DRB can unload one Glenmarie land for 300+ million, and total of 1.95B then off market Pos is worth at least 60 sen

https://theedgemalaysia.com/node/725162

Posted by Good123 > 2 months ago | Report Abuse

Bottom out, sell some lands for data centers, rise like crazy

Posted by Good123 > 2 months ago | Report Abuse

Like msm, rebound like crazy , all possibilities

Posted by Good123 > 2 months ago | Report Abuse

Patience required, 😎

Posted by Willtolive > 2 months ago | Report Abuse

the edge has updated the content and omitted the mention of property sale

This includes the disposal of its 70.6% effective interest in Horsedale Development Bhd,
which manages Holiday Inn Kuala Lumpur Glenmarie and Glenmarie Golf & Country Club,
for RM347.17 million.

It also sold 100% in Rebak Island Marina Bhd, which manages the Rebark Island Resort
& Marina in Langkawi island, for RM170.44 million.
Also disposed of were various property assets for RM1.43 billion.

Posted by HengyuanZai > 2 months ago | Report Abuse

DRB kena LHDN loh . . Lol

Posted by Willtolive > 2 months ago | Report Abuse

The land and property that Pos owns in today's value should be at least 10x of official valuations

Posted by Willtolive > 2 months ago | Report Abuse

Price 0.325
NTA 0.54

Privatisation is possible. Buy back at price +10% = 0.36 but getting value > 1.5x

Posted by Willtolive > 2 months ago | Report Abuse

https://www.edgeprop.my/content/pos-malaysia%E2%80%99s-land-value-ripening-not-khazanah

Posted by Good123 > 2 months ago | Report Abuse

Nanti, revalue premises (kedai/kilang/gudang) & tanah, naik gila.

Data centers, dll hot kini

Posted by Good123 > 2 months ago | Report Abuse

Wow, terindah


The four large pieces of land Pos Malaysia directly owns have a combined size of 10.5ha and an estimated market value of RM218.5 million, according to AmResearch’s data.


This includes Pos Malaysia’s Pos Laju centre and a vehicle warehouse along Jalan Tun Sambanthan in Brickfields, not far from KL Sentral.

AmResearch estimates that the 0.9ha Brickfields land alone is worth some RM176.3 million or RM1,500 psf.

This is not bad given that the estimated net book value of the land was a mere RM2.2 million.

Posted by Good123 > 2 months ago | Report Abuse

The current market pricedid not adequately refl ect the value of Pos Malaysia’s landbank.

Posted by Good123 > 2 months ago | Report Abuse

The most valuable land is Pos Malaysia’s 1.3ha on Jalan San Peng, near the completed Pudu Jail land redevelopment site by UDA Holdings Bhd and its joint venture partners.

Posted by Good123 > 2 months ago | Report Abuse

https://theedgemalaysia.com/node/725312

Posted by Willtolive > 2 months ago | Report Abuse

http://www.posaviation.com.my

Pos Aviation offers comprehensive Aircraft Maintenance and Engineering services through its subsidiary, Pos Aviation Engineering Services Sdn Bhd (PAESSB).

With the proven reputation as the obvious choice for quality Technical Handling, we provide a pool of Licensed Aircraft Engineers, Aircraft Technicians and Aircraft Mechanics as certified by the Department of Civil Aviation Malaysia and other National Aviation Authorities. Our operational concept is built on customer needs and requirements.

Certification and defect rectification on transit, turnaround, night stop and “A” checks

Our qualified and skilled staff are capable and dedicated to provide technical assistance for all types of aircraft. Aircraft safety and airworthiness is our prime objective whilst delivering consistent on-time performance of the airlines

We can assist you in keeping your costs down by maximizing the turnaround time of your aircraft. We can provide Cabin Interior Maintenance tailored to your needs, thus ensuring that your cabin is maintained at the highest level

We are a one-stop centre for all your material needs whether it is an import or export of aircraft parts. We will assist you in a fast and efficient customs clearance of your aircraft parts that may be urgently needed. We will monitor the shelf life of your parts and the stock inventory levels. Simply put, once you decide to place a part in the station, we will handle everything for you till the part is removed from the station, managing the total supply chain for you. We have humidity and temperature controlled area, which is secured for the storage of aircraft parts including aircraft engines
Designed for mobility, the equipment supports the safe and efficient handling of your aircraft which includes mobile lift platforms as high as 9 meters and high reach lift devices (27 meters)

Equipped with special test equipment and tooling, your aircraft can be quickly returned to service. The immediate assessment and evaluation of a defect on your aircraft will reduce the time lost in the delay recovery

Boroscope Kit with image captures capability
DMC Electronic Repair Kit
Pitot Static Test Set

We provide comprehensive engineering support services functions, ensuring safe and on time departure of customer’s aircraft. These includes manual marshalling operations, Visual Docking Guidance System (VDGS), pushback, towing, lavatory, portable water servicing, positioning of aircraft wheel chocks, safety barrier cones. The extensive fleet of modern Ground Support Equipment (GSE) is available to support the customers needs

The Engineering Operation Centre (EOC) provides the link between the customers and PESSB. Equipped with communication equipment including VHF, the EOC coordinates the efficient and safe turnaround of your aircraft

Posted by mf > 2 months ago | Report Abuse

ISM manufacturing measure shows activity disappointed in August
Activity in U.S. factories was slower than expected in August, the Institute for Supply Management reported Tuesday.

The ISM manufacturing index came in at 47.2% for the month, up 0.4 percentage points from the July reading but below the Dow Jones consensus forecast for 47.9%. The gauge measures the percentage of companies reporting expansion, so anything below 50% represents contraction.

Posted by Good123 > 2 months ago | Report Abuse

Terbaik

While the impact of a stronger ringgit has already been reflected in stock prices, there could be further movements as the US Federal Reserve “has yet to guide on the degree of its monetary loosening,” PublicInvest said.

If the loosening exceeds expectations, this may further drive inflow of funds, “thereby giving the ringgit another upward lift,” it added.

“We still suggest buying on weakness, in anticipation of near- to medium-term strength on account of steadier economic prospects and value proposition of the local bourse.”

Separately, RHB Research said it expects the market “to be well supported by the pooling of domestic liquidity”.

A bottoming out of the ringgit would “set the stage for the return of foreign portfolio funds,” said the research house, which maintained its KLCI target of 1,720 points, based on 16 times FY2025 price-to-earnings ratio.

“We observe positive foreign direct investment (FDI) news flow, with markets standing on the cusp of a rate cut cycle that will be positive for emerging market equities, from expected US Dollar Index (DXY) weakness, renewed interest from foreign portfolio funds, and robust domestic liquidity conditions,” it added.

Posted by Willtolive > 2 months ago | Report Abuse

I sell other stocks to buy POS at bottom and see how this stock climbs

Posted by Good123 > 2 months ago | Report Abuse

Buy for property revaluation upside as well.

Pos can set up data centers itself or set up on its own or jointly

Posted by Good123 > 2 months ago | Report Abuse

Some post offices will be with pos shop & cafe... biz model is changing rapidly too

Posted by Good123 > 2 months ago | Report Abuse

Like cypark, a corp shaker might acquire a stake from the open market& ask for a seat in the board. Wait n see yah

Posted by Good123 > 2 months ago | Report Abuse

What is the future of POS Malaysia?
As part of its aggressive expansion plans, Pos Malaysia aims to open an additional 33 Pos Shop outlets across key states by the end of 2024, bringing the total to 50 outlets nationwide.2 Jul 2024

Posted by Good123 > 2 months ago | Report Abuse

Spinning off Pos Malaysia's Pos Shop & Café via an IPO is a less conventional move compared to spinning off a logistics or technology division, but it is still possible. Here are the factors to consider:

### **Strategic Rationale**:
1. **Niche Market Positioning**:
- If Pos Shop & Café has a unique business model that blends retail and postal services with a café experience, it could attract a niche market of investors interested in retail or F&B sectors.
- This division could focus on expanding its footprint in urban centres, capitalising on the growing trend of multi-service retail spaces.

2. **Enhancing Customer Experience**:
- Pos Shop & Café could potentially expand and innovate independently, offering enhanced customer experiences that combine postal services with lifestyle offerings.
- An IPO could provide capital for expanding the café concept, refurbishing existing outlets, or developing new ones.

3. **Diversification**:
- As a standalone entity, Pos Shop & Café could diversify its offerings beyond traditional postal services, potentially partnering with other retail brands or expanding into other F&B concepts.

### **Challenges and Considerations**:
1. **Market Viability**:
- The market for postal-related retail and cafés is not as robust or high-growth as logistics or technology sectors, which could make the IPO less attractive to investors.
- The business model would need to demonstrate scalability and profitability to attract investors.

2. **Valuation**:
- Accurately valuing Pos Shop & Café would be challenging, particularly if it is not yet a significant revenue generator for Pos Malaysia.
- The valuation would need to reflect both its current performance and future potential.

3. **Operational Focus**:
- As a spun-off entity, Pos Shop & Café would need strong leadership to focus on both its retail and café operations, which are different from the core postal services of Pos Malaysia.
- It would require a clear strategy to grow its customer base and revenue streams independently.

4. **Regulatory Approvals**:
- The spin-off would need regulatory approval, and compliance with Bursa Malaysia’s listing requirements would be necessary.
- The business would need to adhere to F&B and retail sector regulations, which may differ from those for postal services.

5. **Consumer Demand**:
- The success of the spin-off would hinge on consumer demand for the combined retail and café experience.
- Understanding and adapting to consumer trends in the retail and F&B sectors would be crucial.

### **Conclusion**:
While spinning off Pos Shop & Café via an IPO is possible, it would be a novel and somewhat unconventional move. The division would need to demonstrate significant growth potential and a clear path to profitability to attract investor interest. If the concept is strong and scalable, with a unique value proposition, it could succeed as a standalone entity, but it would require careful planning, strong branding, and a clear market strategy.

Posted by Good123 > 2 months ago | Report Abuse

Monetising Pos Malaysia's landbanks is a strategic move that can unlock significant value. Here are some key ways this could be achieved:

### **1. Real Estate Development**:
- **Joint Ventures**: Pos Malaysia could partner with property developers to develop commercial or residential properties on its land. This could include mixed-use developments combining retail, office spaces, and residential units.
- **Leasing**: Land could be leased to third parties for commercial development, generating a steady income stream without selling the asset.
- **Build-to-Suit**: Pos Malaysia could develop custom facilities on its land (e.g., warehouses, office buildings) and lease them to companies on long-term contracts, creating a stable revenue stream.

### **2. Sale of Non-Core Land**:
- **Outright Sale**: Pos Malaysia could sell non-core or underutilised landbanks to raise capital. This could be a quick way to generate significant funds for reinvestment in core operations or new business ventures.
- **Land Auctions**: Conducting public auctions could attract competitive bidding, potentially raising the sale price of valuable parcels of land.

### **3. Redevelopment for Higher Value Use**:
- **Re-zoning and Redevelopment**: If some of the landbanks are in strategic locations, Pos Malaysia could seek re-zoning to allow for higher-value use (e.g., converting industrial land to commercial or residential).
- **Urban Renewal Projects**: Pos Malaysia could initiate urban renewal projects, transforming older facilities into modern spaces, increasing land value and generating higher returns.

### **4. Real Estate Investment Trust (REIT)**:
- **Establishing a REIT**: Pos Malaysia could pool its land and property assets into a REIT. By doing so, it could list the REIT on Bursa Malaysia, allowing investors to buy shares while Pos Malaysia retains a stake and continues to benefit from the income generated.
- **Sale-Leaseback**: Pos Malaysia could sell some of its land to the REIT and lease it back, freeing up capital while still retaining operational use of the land.

### **5. Infrastructure Projects**:
- **Logistics Hubs**: Some landbanks could be developed into logistics hubs or distribution centres to support Pos Malaysia’s core operations, and excess capacity could be leased to third parties.
- **Public-Private Partnerships (PPPs)**: Collaborating with government bodies or private companies for infrastructure projects (e.g., transportation hubs) could be another monetisation strategy.

### **6. Green and Sustainable Development**:
- **Green Initiatives**: Developing eco-friendly projects like solar farms or sustainable housing on landbanks could attract investors interested in ESG (Environmental, Social, Governance) focused investments.
- **Carbon Credits**: If the landbanks include forests or green spaces, Pos Malaysia could explore the potential of carbon credits, monetising the environmental value of the land.

### **7. Digital Transformation and Innovation Hubs**:
- **Tech Parks or Innovation Hubs**: Pos Malaysia could convert some of its land into technology parks or innovation hubs, attracting tech companies and startups. These developments could be positioned as part of Malaysia’s digital economy strategy.

### **Considerations**:
- **Regulatory Approvals**: Monetising landbanks would require various regulatory approvals, particularly for re-zoning or large-scale development projects.
- **Market Timing**: The success of land monetisation would depend on the timing and the real estate market conditions. A strong market would yield better returns.
- **Strategic Alignment**: Any monetisation strategy should align with Pos Malaysia’s long-term business goals, ensuring that the proceeds are reinvested into areas that strengthen the company's core operations or growth potential.

### **Conclusion**:
Monetising Pos Malaysia's landbanks offers a range of opportunities to unlock value, from outright sales to more complex developments and financial structures like REITs. The best approach would depend on the specific characteristics of the land, market conditions, and Pos Malaysia's strategic priorities.

Posted by Good123 > 2 months ago | Report Abuse

Next, each pos office with proton showroom in addition to shop & cafe hehe

Posted by Good123 > 2 months ago | Report Abuse

Pos malaysia ada banking services kelak wait n see

DRB-HICOM Berhad owns a significant stake in **Bank Muamalat Malaysia Berhad**. Bank Muamalat is an Islamic bank in Malaysia that offers a range of Shariah-compliant financial products and services.

Posted by Good123 > 2 months ago | Report Abuse

Pos malaysia ada banking services kelak wait n see

DRB-HICOM Berhad owns a significant stake in **Bank Muamalat Malaysia Berhad**. Bank Muamalat is an Islamic bank in Malaysia that offers a range of Shariah-compliant financial products and services.

Posted by Good123 > 2 months ago | Report Abuse

Pos malaysia ada banking services kelak wait n see

DRB-HICOM Berhad owns a significant stake in **Bank Muamalat Malaysia Berhad**. Bank Muamalat is an Islamic bank in Malaysia that offers a range of Shariah-compliant financial products and services.

Posted by Good123 > 2 months ago | Report Abuse

Khazanah mungkin buy back pos msia daripada syed mokhtar, kroni madey yg dah jahanamkannya hehehe

KUALA LUMPUR (Sept 3): Prime Minister Datuk Seri Anwar Ibrahim claimed that the 'non-transparent decisions' made by the previous administration had given opportunities for several cronies to destroy companies, particularly those that are the symbols and pride of the nation, such as Malaysia Airlines.

"Sometimes political decisions that lacked transparency gave opportunities to one, two cronies to destroy a company that is the pride of the nation.

"Due to these mistakes, the company remains a burden to us until today,” he said in his speech at the 30th anniversary celebration of Khazanah Nasional Bhd here on Tuesday.

Anwar, who is also the finance minister, said the decisions were made with the intention of protecting the interests of a few cronies, and sidelined the interests of the nation and the people.