[POS MALAYSIA BHD：邮政服务业务部门面临着前所未有的挑战，因为他们邮局的邮件量下降和零售交易量下降，行业产能过剩和财政整合可能会影响其物流业务部门的前景]
截至二零一八年九月三十日止财政期间，大马邮政收入较去年同期减少到11.792亿令吉，而截至二零一七年九月三十日止较前一个同期则为11.988亿令吉。这减少了1,960万令吉或相当于1.6％。
（i）邮政服务：
邮政服务收入减少到3.334亿令吉，而去年同期为3.692亿令吉。这是由于传统邮件量的持续下降主要是由于被电子邮件替代。
（ii）快递：
与截至2017年9月30日止的上一个截至同期的3.637亿令吉相比，Courier录得更高的收入4亿1950万令吉。
（iii）国际：
国际收入减少了1,100万令吉，主要是由于一个主要客户账户亏损导致转运量下降。
（iv）后勤：
物流的收入减少了4590万令吉，主要来自项目物流的下降，即Pengerang的炼油和石化综合开发项目（“RAPID”），因为它处于完工的最后阶段。
（v）航空：
与截至2017年9月30日止的同期相比，航空增加1,790万令吉，主要是由于处理的货物吨位增加所致。
（vi）其他：
其他由打印和插入，数字证书和Ar Rahnu组成的市场收入略有增加，增加了60万令吉，这主要得益于更高的印刷和插入以及Ar Rahnu业务。
于截至二零一八年九月三十日止财政期间，大马邮政录得税前亏损600万令吉，而于截至二零一七年九月三十日止同期的溢利是六千六百七十万令吉。此项下降是由于邮政服务，国际和物流部门收入减少，加上成本的增加，即销售成本和运营费用以及财务成本。
截至二零一八年九月三十日止财政季度，大马邮政的收入略高达到5.887亿令吉，而截至2017年9月30日止的前一季度则为5.871亿令吉。
（i）邮政服务：
邮政服务收入减少到1.614亿令吉，而去年同期为1.764亿令吉。这是由于传统邮件量的持续下降主要是由于被电子邮件替代。
（ii）快递：
与截至2017年9月30日止相应季度的1.821亿令吉相比，Courier录得更高的收入2.15亿令吉。
（iii）国际：
国际收入减少了110万令吉，主要是由于一个主要客户账户亏损导致转运量下降。
（vi）物流：
物流业务的收入减少了2110万令吉，主要来自项目物流的下降，即Pengerang的炼油和石化综合开发项目（“RAPID”），因为它处于完工的最后阶段。
（v）航空：
与截至2017年9月30日止的相应季度相比，航空增加了750万令吉，主要是由于处理的货物吨位增加。
（vi）其他：
包括印刷和插入，数字证书和Ar Rahnu在内的其他部门收入减少了160万令吉，主要原因是印刷和插入业务收入减少。
截至二零一八年九月三十日止财政季度，大马邮政录得税前亏损1,900万令吉，而于截至二零一七年九月三十日止的相应季度的利润为2,330万令吉。该减少是由于邮政服务，国际和物流部门的收入贡献减少，加上成本的增加，即销售成本和运营费用以及财务成本。
截至2018年9月30日止大马邮政的税前亏损为1,900万令吉，而截至2018年6月30日止的季度则录得1300万令吉的盈利，主要由于销售成本及营运开支增加至RM3930万。
前景：
他们的邮政服务业务部门面临着前所未有的挑战，因为他们邮局的邮件量下降和零售交易量下降。这是因为越来越多地使用电子邮件替代邮件以及在线和移动账单支付和汇款服务的可用性。为了部分解决邮件数量下降的问题，他们专注于增加电子商务客户的邮政产品销售，以满足不需要快递的客户的需求，同时保留跟踪功能。
行业产能过剩和财政整合可能会影响其物流业务部门的前景。乘客和地面处理业务充满竞争性，因此提高效率是可持续发展的关键。他们注意到，如果这些挑战持续存在，他们的邮政服务，国际和物流业务将面临重大挑战，这可能会削弱集团的业绩。
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James Ng Stock Pick Performance:
Since Recommended Return:
1) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.835 in 3 months 10 day, total return is 16.8%
2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.92 in 4 months 21 days, total return is 15.7%
3) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.09 in 1 month 8 days, total return is 10.6%
我希望将我的策略分享给读者，希望他们在阅读后能够表现出色。我正在使用基本面分析（Fundamental Analysis）：
预计公司每年的增长率必须> 14％
我想说服读者学习基本面分析FA以便能从股市赚钱。
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James Ng
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[POS MALAYSIA BHD: Postal Services business segment is facing unprecedented challenges due to the accelerating decline in mail volumes and also lower retail transactions at their post offices, industry overcapacity and fiscal consolidation are likely to cloud the prospects of their Logistics business segment]
The Group recorded lower revenue of RM1,179.2 million for the financial period ended 30 September 2018 as compared to RM1,198.8 million in the previous corresponding period ended 30 September 2017. This represents a decrease of RM19.6 million or equivalent to 1.6%.
(i) Postal Services:
Postal Services registered lower revenue of RM333.4 million as compared to RM369.2 million. This is due to continuous decline in traditional mail volume largely due to electronic substitution.
(ii) Courier:
Courier recorded higher revenue of RM419.5 million compared to RM363.7 million registered in the previous corresponding period ended 30 September 2017.
(iii) International:
International revenue dropped by RM11.0 million largely due to lower volume in transhipment pursuant to a loss in one major customer’s account.
(iv) Logistics:
Logistics registered lower revenue by RM45.9 million mainly from the drop in project logistics namely Refinery and Petrochemical Integrated Development Project (“RAPID”) in Pengerang as it is in the last stage of completion.
(v) Aviation:
Aviation increased by RM17.9 million compared to previous corresponding period ended 30 September 2017 mainly contributed by higher tonnage of cargo handled.
(vi) Others:
Other segments which consist of printing and insertion, digital certificates and Ar Rahnu, generated a marginal increase in revenue of RM0.6 million mainly due to higher printing and insertion and Ar Rahnu business.
For the financial period ended 30 September 2018, the Group registered a loss before tax of RM6.0 million from a profit of RM66.7 million in the corresponding period ended 30 September 2017. The drop is due to lower revenue registered from postal services, international and logistics segments coupled with the increase in costs namely cost of sales and operating expenses as well as finance costs.
The Group recorded a slightly higher revenue of RM588.7 million for the financial quarter ended 30 September 2018 as compared to RM587.1 million in the previous corresponding quarter ended 30 September 2017.
(i) Postal Services:
Postal Services registered lower revenue of RM161.4 million as compared to RM176.4 million. This is due to continuous decline in traditional mail volume largely due to electronic substitution.
(ii) Courier:
Courier recorded higher revenue of RM215.0 million compared to RM182.1 million registered in the previous corresponding quarter ended 30 September 2017.
(iii) International:
International revenue dropped by RM1.1 million largely due to lower volume in transhipment pursuant to a loss in one major customer’s account.
(vi) Logistics:
Logistics registered lower revenue by RM21.1 million mainly from the drop in project logistics namely Refinery and Petrochemical Integrated Development Project (“RAPID”) in Pengerang as it is in the last stage of completion.
(v) Aviation:
Aviation increased by RM7.5 million compared to previous corresponding quarter ended 30 September 2017 mainly contributed by higher tonnage of cargo handled.
(vi) Others:
Other segments which consist of printing and insertion, digital certificates and Ar Rahnu, generated a decrease in revenue of RM1.6 million mainly due to lower revenue from printing and insertion business.
For the financial quarter ended 30 September 2018, the Group registered a loss before tax of RM19.0 million from a profit of RM23.3 million in the corresponding quarter ended 30 September 2017. The drop is due to lower revenue contribution from postal services, international and logistics segments coupled with the increase in costs namely cost of sales and operating expenses as well as finance costs.
The group recorded a loss before tax of RM19.0 million in the current quarter ended 30 September 2018 compared to a profit of RM13.0 million in the preceding quarter ended 30 June 2018 mainly due to higher cost of sales and operating expenses amounting to RM39.3 million.
Prospects:
Their Postal Services business segment is facing unprecedented challenges due to the accelerating decline in mail volumes and also lower retail transactions at their post offices. This is a result of the increasing use of electronic substitute for mail and the availability of online and mobile bill payment and remittance services. To partly address the mail volume decline, they are focusing on increasing the sales of their postal offerings for e-Commerce customers to cater to the needs of their customers who do not require express delivery while retaining track and trace capabilities.
Industry overcapacity and fiscal consolidation are likely to cloud the prospects of their Logistics business segment. The passenger and ground handling businesses are competitive and therefore enhancing efficiency is key to sustainability. They are mindful that there are substantial challenges in their Postal Services, International and Logistics businesses that could dilute the results of the Group if these challenges persist.
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:
1) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.835 in 3 months 10 day, total return is 16.8%
2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.92 in 4 months 21 days, total return is 15.7%
3) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.09 in 1 month 8 days, total return is 10.6%
I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:
the forecasted growth of a company must > 14% per year
I wish to convince readers to learn FA in order to make money from stock market.
I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/
In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://klse.i3investor.com/blogs/general/183157.jsp by date.
James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/
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James Ng
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