Tay Ming Zhe's comment on POS. All Comments
Tay Ming Zhe
4 Like · Reply
看最近三季的QR，可以發現POS主要虧損的原因在於郵件寄送的需求量減少，這是未來企業無紙化的趨勢，沒法阻擋。
目前只能期盼它在包裹業務有所成長，但是老實說包裹寄送的競爭蠻大的，而且這個GLC真的很不給力。
它要有盈利，revenue要先破579M。其實在業務萎縮的情況下，應該要先裁員減肥，尤其是把萎縮的單位減肥，如果可以把operation expense減少到570，基本上要賺錢不是問題。
Report
Show more
6 years · translate ·
yutaka tong
strong competitor j and t biggest indonesia logistic company is growing fast.
Like · 6 years · translate
yutaka tong
pos will be like gdex kicked out by strong competitor
Like · 6 years · translate
Tay Ming Zhe
沒錯。郵件部分他是壟斷性。但是包裹部分它根本是很難跟開放市場競爭。
Like · 6 years · translate
yutaka tong
nowadays there are more efficient logistic company with a cheaper cost to compete. gdex is one of the victim of fierce competition.
Like · 6 years · translate
KJ Looi
if want to compete in PUDO service, must prolong the business hours from 8am to 8pm and 7 days a week, public holiday also no off
1 Like · 6 years · translate
Tay Ming Zhe
股價有點回來了，。。
Like · 6 years · translate
yutaka tong
this stock is for goreng purposes. short term profit
Like · 6 years · translate
June
迟迟不出qr, 准没好事
Like · 6 years · translate
yutaka tong
I think got people trap last few months ago when it goreng up to 1.85 even with bad qr
Like · 6 years · translate
YabaiYabai Draco
看了看前几个季度，真的有点难度..
Like · 6 years · translate
Tay Ming Zhe
如果過了1.47之後，將有好事發生
Like · 6 years · translate
林松辉
吃了壮阳药了今天
Like · 6 years · translate
Yeoh Leemoi
postman qr when to release?
Like · 6 years · translate
Hyb 38
qr will be good? bcos previous de not so good ... hope can fly...
Like · 6 years · translate
Tay Ming Zhe
If close at 1.50, will be good, uptrend formation
Like · 6 years · translate
Yeoh Leemoi
woow, Tay your analysis very accurate
Like · 6 years · translate
Tay Ming Zhe
Haha thank you.
Like · 6 years · translate
Tay Ming Zhe
MACD成功交叉向上了。不錯。
接下來就是volume希望可以增加，繼續把股價推上去到1.63。
QR還沒出來就起了，難道有轉機？可能是因為可處理貨運量從330萬增加到550萬的關係吧？
1 Like · 6 years · translate
yutaka tong
another round of goreng
1 Like · 6 years · translate
Tay Ming Zhe
Close at 1.52. Very good
1 Like · 6 years · translate
Louis Yap
Tay, 你有买pos?
Like · 6 years · translate
Tay Ming Zhe
之前買的被套，等解套
1 Like · 6 years · translate
Louis Yap
噢，就奇怪，pos应该不会是你的菜，哈哈
1 Like · 6 years · translate
Tay Ming Zhe
以前不會玩，亂買的。
1 Like · 6 years · translate
Tay Ming Zhe
現在我不會買虧錢的公司。我只會買有現金流和EPS成長的公司
1 Like · 6 years · translate
Yeoh Leemoi
Tay, which company have strong cash flow n good EPs growth?
1 Like · 6 years · translate