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Show Notes
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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