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Surge of Interest in DRB-Hicom, Pos Malaysia Sparks Speculation

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Pos Malaysia could potentially be an attractive acquisition target for e-commerce giants like Lazada or Shopee due to its established nationwide logistics network. Acquiring Pos Malaysia could help either company expand its last-mile delivery capabilities, particularly in rural areas, reduce delivery times, and integrate their e-commerce logistics operations. However, the strategic fit would depend on the buyer’s long-term logistics and service strategy, considering that Pos Malaysia is facing operational and financial challenges that may require significant restructuring .

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The most suitable companies to acquire Pos Malaysia would likely be those with a strategic focus on logistics, e-commerce, or postal services. These could include:

1. E-commerce giants like Lazada or Shopee: Expanding their last-mile delivery network would help improve their logistics efficiency.
2. Logistics players such as DHL or FedEx: These companies could integrate Pos Malaysia’s network to bolster their local delivery services.
3. Private equity firms focused on restructuring distressed assets: They could turn around Pos Malaysia’s operations through optimization.

These companies could leverage Pos Malaysia’s established infrastructure.

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Grab could be a suitable candidate to acquire Pos Malaysia, given its established logistics and delivery network. As a leading ride-hailing and food delivery service, Grab has been expanding its logistics operations, which could benefit from Pos Malaysia’s infrastructure and experience in postal services. This acquisition could enhance Grab’s last-mile delivery capabilities, especially in rural areas.

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As of mid-October 2024, Pos Malaysia’s share price is approximately MYR 0.315. Over the past year, the stock has seen a significant decline, losing about 40% of its value, and it is currently trading close to its 52-week low of MYR 0.305  .

Determining an appropriate sale price for Pos Malaysia would involve evaluating several factors, including its financial performance, market conditions, and potential synergies with a buyer. Given the current market capitalization of around MYR 250 million, strategic buyers might consider offering a premium to this price, but it would ultimately depend on the strategic fit and the potential for operational improvements post-acquisition.

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The rally in recent days of the Russell 2000 Index, a widely followed benchmark of small-cap shares, has revived hope anew that this slice of the equity market is finally set to recover after a long stretch of underperformance

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By 2025, Pos Malaysia commits to:
• 30% emission reduction (scope 1 & 2)
• 50% recycling rate of operational waste
• All packaging to contain 80% renewable/recyclable inputs
• 50% training to be completed digitally

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What is the future of Pos Malaysia?
By 2025, 28% of the entire fleet will be electric, and 100% by 2030. Along with the electric fleet, Pos Malaysia will be utilising best in class telematics to improve driver safety and further reduce emissions.

Posted by Good123 > 1 month ago | Report Abuse

Pos offices should set up ev chargers for own use and external sales, big potential 😎

https://www.digitalnewsasia.com/sustainability-matters/malaysias-public-ev-charging-target-more-dream-we-are-very-lonely

Posted by Good123 > 1 month ago | Report Abuse

Pos Malaysia has enough manpower for such biz 😁https://vulcanpost.com/873409/eco-shop-malaysia-affordable-budget-friendly-retail-shop/

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😎applaud its recent venture into "POS Shop" convenience stores by transforming its existing POS stores (currently 31 stores and target of 50 new stores in FY24).

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To outperform competitors like Ninja Van and J&T, Pos Malaysia should:

1. Leverage its nationwide network by modernizing infrastructure and using post offices as distribution hubs.
2. Strengthen e-commerce partnerships and offer special services for SMEs to attract online businesses.
3. Improve digital platforms for better tracking, flexible delivery options, and user experience.
4. Offer competitive pricing with premium, faster services.
5. Enhance last-mile delivery through route optimization and expanding locker solutions.
6. Focus on international shipping by streamlining processes and leveraging global networks.
7. Provide excellent customer service and implement loyalty programs.
8. Invest in eco-friendly operations to attract environmentally-conscious customers.
9. Rebrand to modernize its image and appeal to tech-savvy customers.

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The interest of companies like Lazada, Shopee, and Grab in acquiring Pos Malaysia could stem from several strategic reasons:

1. Expansion of Logistics and Delivery Networks

• Pos Malaysia has an extensive logistics infrastructure throughout the country, with over 600 post offices and a vast last-mile delivery network. Acquiring this infrastructure would allow companies like Lazada, Shopee, and Grab to enhance their logistics capabilities, which are critical to their e-commerce and delivery operations.
• As these companies already operate in the e-commerce or delivery services space, controlling a national logistics player would improve efficiency and reduce reliance on third-party delivery services.

2. Cost Reduction and Efficiency

• With control over logistics, these companies could reduce the costs associated with third-party delivery. They could integrate Pos Malaysia’s operations with their own delivery fleets, optimizing routes and delivery times.
• Pos Malaysia’s existing distribution network could help streamline delivery processes, allowing faster and cheaper shipping for e-commerce transactions, which is a key advantage in the competitive online marketplace.

3. Synergy with Digital Platforms

• Both Lazada and Shopee are major e-commerce players, and Grab has expanded its presence from ride-hailing to food delivery, courier services, and financial technology. Acquiring a traditional postal service like Pos Malaysia could complement these companies’ digital platforms, creating an end-to-end solution that includes e-commerce, payment, and logistics.
• This could create better customer experiences by offering integrated services, such as same-day delivery, or expanding into rural areas where Pos Malaysia already operates.

4. Expanding into Financial Services

• Pos Malaysia also offers financial services through Pos Malaysia Berhad and could be used by these companies to enhance their own fintech operations. Grab, for instance, is heavily involved in digital financial services through GrabPay and other products, and Pos Malaysia’s infrastructure could help expand this further into untapped areas.

5. Competitive Advantage

• Acquiring Pos Malaysia would give any of these companies a strategic advantage over competitors in Malaysia, allowing them to provide a more comprehensive service package that includes logistics, e-commerce, and digital services under one umbrella.
• By leveraging Pos Malaysia’s infrastructure, the acquiring company would have access to a nationwide presence and gain a foothold in areas where they may have struggled to establish delivery services.

6. Transformation of Traditional Postal Services

• Acquiring Pos Malaysia could also be an opportunity for companies like Lazada, Shopee, or Grab to modernize and digitize Pos Malaysia’s operations, transforming the traditional postal service into a more tech-driven logistics company.
• This could involve using data analytics, AI, and automation to improve delivery processes, offer same-day delivery services, and enhance customer experiences in e-commerce and logistics.

7. Boosting E-commerce Penetration

• Malaysia has a growing e-commerce market, and the ability to enhance delivery services would allow any of these companies to boost sales. A robust delivery system could attract more buyers and sellers to their platforms, giving them an edge over local competitors.

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If Pos Malaysia were sold to a major e-commerce platform like Grab, Lazada, or Shopee, the acquisition could bring both advantages and challenges:

Advantages:

1. Synergies in E-Commerce and Logistics:
• Enhanced Logistics Capabilities: E-commerce giants like Grab, Lazada, or Shopee have extensive logistics networks. Merging these with Pos Malaysia’s infrastructure could significantly boost delivery efficiency across Malaysia.
• Digital Integration: A partnership could improve Pos Malaysia’s digital services, providing smoother, faster, and more technologically advanced delivery systems. This would enhance user experience, aligning the postal service with the fast-paced needs of online shopping.
2. Expansion of Services:
• E-commerce players could use Pos Malaysia’s extensive reach in rural areas, integrating delivery of groceries, goods, and parcels in places where their own networks may be weaker.
• New Revenue Streams: The postal service could benefit from new revenue streams through integration with e-commerce platforms’ financial services, such as digital payments or buy-now-pay-later models.
3. Increased Competitiveness:
• An acquisition might allow Pos Malaysia to compete more effectively with global logistics firms like DHL or FedEx by leveraging the technological prowess and customer base of these e-commerce platforms.

Posted by Good123 > 1 month ago | Report Abuse

mat salleh ceo ----> strategi terakhir; jualan kpd grab, lazada ataupun shopee, buy pos msia while harga belum melambung ya 😎

Posted by Good123 > 1 month ago | Report Abuse

Grab , lazada or shopee may offer rm1 per share for drb stake in pos malaysia. Grab ada jaya grocer shop sinergi dengan pos shop juga😍

Posted by Good123 > 1 month ago | Report Abuse

nta 54sen, p/b value ~2; ---> rm1.08

Posted by Good123 > 1 month ago | Report Abuse

Drb should let go its stake in POS to grab; win-win😜😎even Shopee/lazada

Posted by Good123 > 1 month ago | Report Abuse

Drb to privatize Pos; then do like proton. Drb 51% 49% grab, Lazada or Shopee , most likely😉

Posted by Good123 > 1 month ago | Report Abuse

Buy n hold, patience, breakthrough is approaching

Posted by Good123 > 1 month ago | Report Abuse

Drb: to rescue proton, brought in geely; to quicken POS turnaround, bring in grab, Lazada or Shopee, no brainers. Stay strong n wait ya

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POS Malaysia has been pursuing strategic partnerships to enhance its logistics and e-commerce capabilities. One notable collaboration is with Keenon Robotics, aimed at leveraging robotics for delivery solutions. Additionally, POS Malaysia has partnered with various e-commerce platforms like Lazada and Shopee to improve last-mile delivery services.

Another potential strategic fit could be with telecommunication companies, such as Celcom or Maxis, to leverage their networks for enhanced digital services. Collaborations with financial technology firms like Boost or Touch ’n Go could also align well, particularly in payment solutions for logistics and delivery services.

Ultimately, POS Malaysia’s partnerships are geared towards enhancing operational efficiency and expanding service offerings in a competitive landscape.

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Najib: pair proton with geely for turnaround; Anwar: pair pos with grab, lazada or shopee for turnaround? Wait n see

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Dah 5 tahun pos tak bagi dividen… so, M&A is highly likely now.

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Anwar Ibrahim, as the Prime Minister of Malaysia, could potentially consider an approach similar to what Najib Razak did for Proton if he seeks to revitalize Pos Malaysia. Let’s break down why this approach might make sense and what it could involve:

1. Strategic Importance of Pos Malaysia

• National Asset: Pos Malaysia is a crucial part of Malaysia’s infrastructure, connecting the entire country, especially in rural and underserved areas. Similar to how Proton was seen as a national automotive icon, Pos Malaysia represents national identity in the logistics and postal sector.
• Economic Contributions: Like Proton, which was integral to the Malaysian automotive industry, Pos Malaysia plays a significant role in logistics, e-commerce, and communication. A thriving Pos Malaysia could stimulate other sectors like e-commerce, retail, and SMEs, helping the broader economy.

2. Revitalization through Partnerships

• Najib’s Proton-Geely Deal: Najib’s government facilitated Proton’s partnership with China’s Geely, leading to a technological and financial boost for Proton. Anwar could consider a similar partnership for Pos Malaysia, especially with global or regional logistics giants, to enhance technology, processes, and competitiveness in the digital age.
• Tech and Innovation: By partnering with global leaders in logistics or e-commerce, Pos Malaysia could modernize its services, including automation, AI-driven logistics, and digital transformation, much like Proton did with its car manufacturing.

3. Government Support and Policy

• Government Intervention: Proton’s revival was not only due to the Geely deal but also to government support in terms of loans, tax incentives, and a favorable policy environment. If Anwar’s government provides subsidies or policies to support Pos Malaysia, such as promoting local delivery services or protecting domestic logistics players, it could help the organization recover.
• Public Confidence: Najib’s intervention helped Proton regain public trust as a competitive local brand. Anwar could take steps to restore public confidence in Pos Malaysia’s efficiency and reliability, which has faced challenges due to digital disruptions and competition.

4. Diversification and Modernization

• New Services and Products: Proton diversified its product range post-Geely partnership, including electric and hybrid vehicles. Pos Malaysia could diversify its offerings by moving beyond traditional postal services to include more digital services (e.g., e-wallets, fintech, e-commerce logistics), tapping into Malaysia’s growing digital economy.
• Technology Investments: Just as Proton upgraded its technology and R&D capabilities, Pos Malaysia could benefit from investments in cutting-edge logistics tech, such as drones, AI, and green delivery solutions, helping it remain competitive.

5. Focus on Competitiveness

• Local Champion: Proton was once viewed as a local pride in the automotive industry, and efforts were made to protect it from foreign competition. Anwar could focus on making Pos Malaysia a more competitive “national champion” by helping it adapt to new market trends and providing resources to thrive amidst strong competition from global logistics players like DHL, FedEx, and others.
• Competing with New Market Entrants: With the rise of tech-driven logistics and e-commerce platforms, Pos Malaysia could emulate Proton’s comeback by becoming a significant player in the rapidly growing e-commerce delivery space, ensuring it isn’t sidelined by more agile or tech-savvy competitors.

6. Public-Private Collaboration

• Private Sector Involvement: Najib’s administration didn’t shy away from opening Proton to foreign collaboration while keeping some national control. Anwar could use a similar model by leveraging private investment or partial privatization of Pos Malaysia, ensuring it has access to capital and expertise while retaining national oversight.

In conclusion, Anwar could focus on modernizing Pos Malaysia through technology, forming strategic partnerships, diversifying services, and giving it a policy boost to help it remain competitive, much like what Najib did for Proton. This would ensure that Pos Malaysia continues to play a pivotal role in Malaysia’s economy while adapting to new trends in logistics and e-commerce.

Posted by Good123 > 1 month ago | Report Abuse

More boosters from budget 2025 at 4pm to help pos msia kan?😎

Posted by ocbc > 1 month ago | Report Abuse

EV rebates benefit POS and Proton

Posted by Good123 > 1 month ago | Report Abuse

Bajet madani etika 2025 RM421b .. largest ever

@
ocbc
EV rebates benefit POS and Proton
2 hours ago

Posted by Good123 > 1 month ago | Report Abuse

rebound is approaching, hang in there yah😉


In Malaysia’s Budget 2025, the government has introduced several initiatives to encourage the adoption of electric vehicles (EVs) in businesses. Key measures include the extension of tax incentives and the reduction of import duties on EV components. The full exemption on road tax for EVs, which began in 2022, is in place until the end of 2025, and the government is considering further extensions. Additionally, businesses contributing to the development of EV infrastructure, such as charging stations, benefit from zero import duties on components for locally assembled EVs until 2027. Furthermore, companies engaged in EV charging equipment manufacturing are exempt from taxes through 2032.

To stimulate EV industrialization, the government also offers grants and R&D support, particularly for the development of critical components like EV batteries. National efforts include partnerships with the private sector to build 10,000 charging stations by 2025 and collaborations to enhance cross-border EV charging accessibility   .

These measures reflect Malaysia’s ambition to position itself as a hub for EV manufacturing and encourage broader business adoption of electric mobility.

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To help Pos Malaysia remain competitive, the following strategies are key:

1. Digital Transformation: Improve digital services, integrate with e-commerce, and automate logistics.
2. Logistics Expansion: Innovate last-mile delivery, offer warehousing, and strengthen cross-border shipping.
3. Sustainability Initiatives: Adopt green logistics and offer recycling and reverse logistics services.
4. Financial Services Growth: Expand mobile banking and collaborate with e-wallets.
5. Diversification: Partner with government services and create community hubs.
6. Customer Experience: Enhance tracking, customer support, and delivery flexibility.
7. Workforce Modernization: Upskill employees and improve working conditions.
8. B2B and SME Support: Offer tailored logistics solutions and fulfillment centers for SMEs.

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If the government were to assist Pos Malaysia, it could do so in various ways to ensure the sustainability and competitiveness of the national postal service. Here are some potential strategies:

1. Financial Support and Subsidies

• Direct Financial Aid: The government could provide financial support to help Pos Malaysia cover its operational costs, especially for maintaining universal postal service obligations in rural and underserved areas.
• Subsidies for Operations: Subsidies could be given for specific services, such as maintaining traditional mail delivery services, which might not be profitable but are crucial for connectivity in certain regions.

2. Regulatory Support

• Liberalizing Regulations: The government could introduce more flexible regulations that allow Pos Malaysia to diversify its business operations, such as expanding into financial services, logistics, or e-commerce.
• Postal Service Monopoly: Ensuring that Pos Malaysia retains monopoly rights over certain mail services can help maintain its revenue base.

3. Infrastructure Investment

• Upgrading Facilities and Fleet: The government could invest in modernizing Pos Malaysia’s infrastructure, such as post offices, sorting centers, and delivery vehicles, to improve efficiency.
• Digitalization: Support in transitioning towards more digital services (e.g., e-government services, online tracking, and digital mail) could help Pos Malaysia remain relevant in the digital age.

4. Strategic Partnerships

• Government Contracts: The government could provide exclusive contracts to Pos Malaysia for services like the delivery of official documents, voter materials, or census data.
• Public-Private Partnerships: Encouraging collaborations between Pos Malaysia and private logistics, e-commerce, or financial service companies can help Pos Malaysia diversify and innovate its offerings.

5. E-commerce and Logistics Support

• Boosting E-commerce Services: The government could support initiatives that allow Pos Malaysia to play a significant role in Malaysia’s growing e-commerce sector, which demands efficient logistics and parcel delivery services.
• Tax Incentives: Offering tax incentives for e-commerce players to partner with Pos Malaysia for deliveries would boost its revenue.

6. Training and Workforce Development

• Skilling and Reskilling Programs: The government could fund training programs for Pos Malaysia’s workforce to equip them with skills in new technology, customer service, and logistics management.
• Employment Support: Offering employment benefits or grants for maintaining jobs, especially in rural areas, would help the organization manage costs during economic downturns.

7. Environmental Sustainability

• Green Postal Fleet: The government could subsidize the introduction of electric or hybrid vehicles in Pos Malaysia’s fleet to meet environmental goals.
• Sustainable Infrastructure: Investment in green buildings and renewable energy in its facilities could help Pos Malaysia align with sustainability trends and reduce costs over time.

This multi-pronged approach would help Pos Malaysia modernize, remain competitive, and continue providing essential services across the country.

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Pos Malaysia Bhd (KL:POS), the national postal service provider in Malaysia, is selling its ship chartering unit, PNSL Bhd, for RM123.21 million. This decision is part of Pos Malaysia’s strategy to exit non-core businesses and focus on its main postal and logistics services.

The unit, PNSL Bhd, primarily handles the chartering of ships for transporting bulk cargoes. By selling this division to SWA Shipping Sdn Bhd, Pos Malaysia aims to streamline its operations and redirect resources towards its core business activities. The deal will also help resolve intra-group trading debts and advances that PNSL owes to Pos Malaysia, clearing some financial obligations between the entities.

This move aligns with Pos Malaysia’s broader objective of restructuring and improving its financial health amid a changing business environment, where postal services are shifting more towards e-commerce and digital logistics.

Posted by Good123 > 1 month ago | Report Abuse

More tourists, good for POS also?😛 Tourism

Malaysia is setting aside RM550 million to promote tourism, ahead of its Visit Malaysia Year in 2026. Entertainment and gaming companies, such as Genting Bhd (KL:GENTING); and airline operator AirAsia X Bhd (KL:AAX) may benefit from a boost in tourism receipts.

Posted by Good123 > 1 month ago | Report Abuse

More online purchases as well, good for courier companies like POS too😉
Consumption

A higher minimum wage and targeted aid, coupled with an earlier broad pay-hike for civil servants, would raise disposable income for consumers. That should benefit retailers, such as 99 Speed Mart Retail Holdings Bhd (KL:99SMART). and MR DIY Group (M) Bhd (KL:MRDIY).

Posted by Good123 > 1 month ago | Report Abuse

Pos's zero-carbon strategy with its EV fleet and soon-to-be EV chargers business is promising.

$$$$$$$The government announced a RM300 million allocation as part of its energy transition plan to achieve net-zero goal by 2050. That’s triple the RM100 million set aside for this year.

Posted by Good123 > 1 month ago | Report Abuse

Good for pos with its ev fleet to beat its competitors

😍😍😍😍😍😎
He said the government had been subsiding RON95 up to RM20 billion until 2023. Foreigners and the upper 15 per cent (T15) of the super rich are enjoying the current 40 per cent subsidy meant for the fuel.

He noted that the RON 95 subsidy amounting to RM8 billion enjoyed by the foreigners and T15 should be channelled into education facilities, healthcare and public transport.

Liew said the RM8 billion savings could contribute towards narrowing the fiscal deficit, but the government will likely need to pair it with other measures to effectively meet its deficit target of 3.0 per cent and reduce its debt-to-gross domestic product (GDP) ratio.

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https://www.pos.com.my/business/domestic?gad_source=1&gclid=Cj0KCQjwsc24BhDPARIsAFXqAB10jutxtBYHVjJGcCkSDudepoMhDM7tbbaHWzN3OHYNkgUK3emwYyAaAhLoEALw_wcB

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Pos Malaysia’s use of electric vehicles (EVs) is a positive move in several ways, especially in terms of competition and sustainability. By adopting EVs, the company is taking steps toward reducing its carbon footprint, aligning with global trends in environmental responsibility. This transition may also lead to reduced fuel costs in the long term, which can improve operational efficiency.

From a competitive standpoint, the use of EVs can position Pos Malaysia as a forward-thinking, eco-conscious company, potentially attracting environmentally aware customers and differentiating itself from competitors. Other logistics and postal services may need to innovate to keep up, which could lead to broader industry improvements in sustainability and technology adoption.

Posted by Good123 > 1 month ago | Report Abuse

Govt tak bagi POS pupus 😉

The 2025 budget for Malaysia does indeed include several measures to support and incentivize the adoption of electric vehicles (EVs). This move is beneficial for companies like Pos Malaysia, as it enhances the viability and attractiveness of integrating EVs into their fleet. Here’s why:

1. Tax Incentives and Subsidies:

• The Malaysian government is expected to extend or expand tax exemptions and import duties for EVs, as well as offer subsidies for EV purchases and the development of charging infrastructure. This reduces the overall cost of acquiring and operating electric vehicles, which is particularly beneficial for large fleets like Pos Malaysia’s.
• With these incentives, Pos Malaysia can further invest in electrifying its fleet at a lower cost, reducing fuel and maintenance expenses.

2. Infrastructure Development:

• Budget 2025 includes significant support for expanding EV charging infrastructure across the country. More charging stations will make it easier for companies like Pos Malaysia to adopt EVs without concerns about range or access to charging facilities.
• With a larger and more accessible charging network, Pos Malaysia’s EV fleet can operate efficiently, particularly for last-mile deliveries in urban areas.

3. Environmental Goals and Corporate Image:

• The government’s focus on EV adoption aligns with Malaysia’s broader environmental goals, such as reducing carbon emissions and meeting sustainability targets. By adopting EVs, Pos Malaysia can not only contribute to these national goals but also improve its corporate image as a leader in green initiatives.
• Being seen as environmentally conscious could enhance customer loyalty and attract clients who prioritize sustainability in their choice of service providers.

4. Long-term Cost Savings:

• As the government continues to provide incentives and build infrastructure, the operational cost of EVs compared to traditional vehicles will decrease. Lower fuel costs, fewer moving parts, and tax incentives could lead to significant savings for Pos Malaysia in the long term.

5. Boosting Competitiveness:

• Adopting EVs gives Pos Malaysia a competitive edge over logistics companies that may be slower to make the shift. With increasing customer demand for environmentally friendly services, Pos Malaysia could become a preferred choice for consumers and businesses looking to reduce their carbon footprint.

In conclusion, the measures in Budget 2025 to promote EV adoption are highly beneficial for Pos Malaysia. They reduce the cost of EV ownership, improve operational efficiency, and enhance Pos Malaysia’s standing as a green company, making it more competitive in both the postal and logistics sectors.

Posted by Good123 > 1 month ago | Report Abuse

The withdrawal of subsidies for RON 95 petrol in Malaysia can indeed be advantageous for Pos Malaysia in the competitive landscape, especially if the company has begun transitioning to electric vehicles (EVs). Here’s why:

1. Increased Fuel Costs for Competitors:

• The removal of subsidies will increase the price of RON 95 petrol, which is a significant cost for logistics companies operating large fleets of fuel-powered vehicles. Competitors relying heavily on internal combustion engine (ICE) vehicles will face higher operational costs, particularly in terms of fuel expenses.
• Pos Malaysia, on the other hand, will face less impact if it continues to adopt EVs, which are not reliant on fluctuating fuel prices. This cost advantage allows Pos Malaysia to maintain or reduce delivery costs while competitors struggle with rising expenses.

2. Enhanced Profit Margins for Pos Malaysia:

• With higher fuel prices, many logistics companies will need to increase their service charges to maintain profitability. Pos Malaysia, operating a growing EV fleet that benefits from lower running costs (electricity is generally cheaper than petrol), can maintain more competitive pricing without sacrificing margins.
• This gives Pos Malaysia an edge, allowing them to either offer lower prices to consumers or enjoy better profit margins compared to competitors still reliant on fuel-powered vehicles.

3. Accelerated Shift to Sustainable Operations:

• The subsidy withdrawal will likely encourage companies to move toward greener alternatives such as EVs. However, since Pos Malaysia has already started its EV transition, it will be ahead of the curve in adapting to the new cost structure.
• Being an early adopter of EVs and already benefiting from the supporting infrastructure and government incentives, Pos Malaysia can focus on scaling up operations while competitors scramble to adjust to the new fuel price landscape.

4. Strengthening Corporate Image as an Innovator:

• As fuel prices rise, companies embracing alternative energy sources like EVs will stand out as innovative and environmentally conscious. Pos Malaysia can leverage this to boost its public image and attract clients who value sustainability.
• The company’s proactive approach to reducing dependence on fuel not only demonstrates foresight but also positions it as a responsible, future-ready service provider, giving it a reputational advantage.

5. Long-Term Cost Stability:

• Fuel price volatility can create financial instability for companies relying on petrol-based fleets. By using EVs, Pos Malaysia enjoys more predictable and stable operational costs since electricity prices tend to fluctuate less dramatically than fuel prices.
• This financial stability enables Pos Malaysia to plan long-term investments and pricing strategies with greater confidence, making it more resilient compared to competitors who must deal with fuel cost uncertainties.

Conclusion:

The withdrawal of the RON 95 petrol subsidy will increase operational costs for companies dependent on petrol-powered fleets, putting them at a disadvantage. Pos Malaysia, with its transition to EVs and focus on sustainable practices, can use this shift to enhance its competitive position. By maintaining lower operational costs, more stable pricing, and a strong green image, Pos Malaysia is better positioned to attract customers and outperform competitors in the long run.

Posted by Good123 > 1 month ago | Report Abuse

Pos Malaysia’s free float, which represents the portion of shares available for public trading, is around 34% to 35.49%  . This means that roughly one-third of the company’s shares are available for public investors, with the rest held by major shareholders like DRB-Hicom and KWAP.

Posted by Lam LH > 1 month ago | Report Abuse

Averaging down. Average price 0.323

Posted by Good123 > 1 month ago | Report Abuse

Buy3; Pos Malaysia is expected to rebound, driven by its commitment to sustainability and electrification of its vehicle fleet, supported by government initiatives and partnerships. The company aims to fully transition to electric vehicles (EVs) by 2030, reducing carbon emissions and operational costs. Currently, it has deployed over 340 EVs, including e-bikes and e-vans, and plans to expand this number as part of its broader sustainability goals  .

The Malaysian government supports such initiatives, aligning with national goals of reducing carbon emissions and promoting green technologies. Pos Malaysia has partnered with companies like Yinson GreenTech to maintain its EV fleet and install charging stations across the country, positioning itself as a key player in the country’s logistics sustainability drive .

This shift toward EVs not only helps the environment but also lowers operational costs by 40-50%, positioning the company for long-term growth in the evolving logistics landscape .

Posted by Good123 > 1 month ago | Report Abuse

It is quite plausible that companies like Lazada, Shopee, or Jaya Grocer could consider acquiring DRB-Hicom’s stake in Pos Malaysia, particularly due to strategic synergies in logistics and e-commerce. Pos Malaysia has an extensive last-mile delivery network and infrastructure, including over 600 post offices across Malaysia, which would be valuable assets for e-commerce giants like Lazada and Shopee. These companies could use Pos Malaysia’s network to improve their delivery capabilities, especially in rural areas, thus reducing delivery times and costs.

Posted by Good123 > 1 month ago | Report Abuse

Lazada and Shopee are likely candidates due to their focus on e-commerce, it’s still speculative, and no formal acquisition discussions have been confirmed. Other potential buyers could include logistics companies like DHL or private equity firms specializing in restructuring distressed assets. Grab has also been suggested as a possible candidate given its expanding logistics operations

Posted by Good123 > 1 month ago | Report Abuse

DRB-Hicom might consider selling its stake in Pos Malaysia for several strategic and financial reasons. The company has faced persistent financial difficulties with Pos Malaysia, which has been posting losses in recent years due to declining mail volumes, increased competition in logistics, and the high costs associated with maintaining its extensive delivery network. Pos Malaysia’s core postal services have been less profitable in an era of digitization and reduced demand for traditional mail services.

One key reason for DRB-Hicom’s potential divestment is to improve its overall financial position. DRB-Hicom is a diversified conglomerate with interests in automotive, property, and services. Shedding the underperforming asset (Pos Malaysia) would allow DRB to focus on more profitable segments and reduce the drag on its overall financials. Pos Malaysia’s operational losses have impacted DRB-Hicom’s share price, as market confidence wanes when a key subsidiary consistently underperforms  .

Additionally, Pos Malaysia is undergoing a transformation, including efforts to modernize and integrate more sustainable business practices (like EV adoption). While these steps are promising for the long term, they require significant investment, which DRB-Hicom might be reluctant to commit to without a clear path to profitability. Selling its stake would free DRB from the burden of these investments and allow the conglomerate to streamline its portfolio.

In summary, DRB-Hicom might let go of its stake to strengthen its financial standing, reduce operational risks, and concentrate on its more lucrative ventures, all of which could positively influence its share price.

Posted by Good123 > 1 month ago | Report Abuse

Baik bagi pos logistics;
, while local automotive players like Proton Holdings Bhd and Perusahaan Otomobil Kedua Sdn Bhd (Perodua), as well as their business associates such as newly-listed KHPT Holdings Bhd, will also stand to gain,” he told StarBiz.

His prediction on the automotive industry stems from his prediction that Malaysians could be looking to trade down on motor vehicles, after the government confirmed it will be rolling out targeted subsidies on the RON95 fuel, although still making the assumption that 85% of Malaysians will be exempt.

Posted by Good123 > 1 month ago | Report Abuse

higher pay boosting ecommerce, good for pos too😉

Posted by Good123 > 1 month ago | Report Abuse

Jika jualkan pos kpd grab, lazada atau shopee, balik rm3-4 takda masalah 😉

KUALA LUMPUR: The planned audit on some 2,000 government-linked companies (GLCs) is timely to identify those that are dormant and can be closed down or sold, an economist said.

Dr Geoffrey Williams said the money generated from disposing those companies can be channelled for better purposes.

He said GLCs have thousands of subsidiaries which are underperforming and could be sold through a process of responsible privatisation. In other words, they could be sold to employees, community groups or others with a clear social agenda.

"In addition, these subsidiaries are often preferred in tenders for GLC contractors meaning private companies and SMEs are crowded out. Auditing them will help create an agenda to cut crowding out," he told Business Times.

He added GLCs are often underperforming or dormant but still have board positions and senior managers appointed through patronage.

Audits on the GLCs cuts these patronage cascades and reduces corruption.

"The change in criteria for GLC appointments is also important because it opens up opportunities for senior managers especially in underrepresented groups such as women or young executives and makes appointments available on merit.

"This should help to improve the quality, credibility, accountability and transparency of GLC management and governance," added Williams.

The government fully backs the National Audit Department's (NAD) audit of 2,000 GLCs starting next year.

Prime Minister Datuk Seri Anwar Ibrahim said the department's involvement would enhance lower-level oversight and help resolve the frequent confusion among agencies.

In September, the NAD announced that it would be auditing 2,000 GLCs beginning next year to create a new era of enhanced governance in Malaysia.

Auditor-General Datuk Wan Suraya Wan Mohd Radzi said the initiative followed the recent approval of the Audit Act 1957 amendment bill in July 2024, which significantly strengthened the Auditor-General's powers, thus enabling a more comprehensive oversight of public spending in Malaysia.

Posted by Willtolive > 1 month ago | Report Abuse

Don't up so fast, I am selling other shares and waiting for salary to collect more cheap shares