Wednesday, August 13, 2014

BFM89.9-GDex - SP3SSC & SP5

http://www.bfm.my/breakfast-grille-gd-express-carrier-teong-teck-lean.html

REGIONAL INTEREST IN A LOCAL COURIER 

FIRM

 

Teong Teck Lean, GD Express Carrier Bhd
03-Aug-13 08:20


GD Express Carrier Bhd EDC Teong Teck Lean discusses the following questions: 

- Singapore Post investment
- Synergies - whether fulfilled 
- Deal more beneficial to GDEX - issues 
- Nonetheless a good investment for SingPost - where the growth come from 
- And where the next leg of earnings growth will come from 
- Importance of East Malaysia? More hubs in Peninsula
- Value-added services? Insurance?
- Current market share in the local courier services industry? What is POS Malaysia’s share? 
- Key differentiators? GDex’s core strengths vs. the competition
- Competition: Pos Malaysia etc 
- Branding - brand equity - PosLaju etc 
- Whether a plan to boost visibility / brand awareness 
- Fuel costs
- Impact of M’sia’s subsidised fuel on profitability 
- % impact rise in diesel prices on profits 
- Competition - margins - survival 
- Example of Yinson -- exit / diversify - oil and gas - success 
- Singapore only foreign market - others 
- Growth strategy - organic or inorganic
- ASEAN Free Trade Area (AFTA) key catalyst - issues 
- You intend to grow your export trade business which is currently just 1% of revenue - issues 
- Cyclicality of courier services 
- Share price - lofty valuation - justifications - issues 
- Listing - ACE ACE market - move main board - issues 
- Dividend - policy 
- Ownership concentration - issues 
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SP3SSC
- Banner no new yet and derived selling price $5.1m ? .....
- YB down at 8 petaling, Care4......

Syabas paid online by S&C Master card...


LowWK about GS 2nd floor 123 training.....

Ar. 2 units Smart claire 3KVA UPS for repair, 1 board problem and another own shutdown after few day..


Fetched Ying from No. 2, jln 5/128A, Taman Aman off Old Klang Road 58200 KL 017-6891768 then fetched Jun..

SSS house water cut issue......

SP5
3-13A ask for bank ac again.....


SP5 Emuel, 3 friends like to rent a apartment, called Ng (2-39B Corner 5/2)waiting for his friend reply  and  David already rented out $550 to mamak....

TMuda calls no one pickup....


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