The Breakfast Grille

Regional Interest in a Local Courier Firm


Listen Later

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

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

The Breakfast GrilleBy BFM Media

  • 5
  • 5
  • 5
  • 5
  • 5

5

3 ratings


More shows like The Breakfast Grille

View all
TED Talks Daily by TED

TED Talks Daily

11,159 Listeners

The McKinsey Podcast by McKinsey & Company

The McKinsey Podcast

403 Listeners

Open For Business by BFM Media

Open For Business

0 Listeners

Resource Centre by BFM Media

Resource Centre

0 Listeners

Raise Your Game by BFM Media

Raise Your Game

7 Listeners

Tech Talk by BFM Media

Tech Talk

0 Listeners

I Love KL by BFM Media

I Love KL

4 Listeners

The Property Show by BFM Media

The Property Show

1 Listeners

Ringgit and Sense by BFM Media

Ringgit and Sense

1 Listeners

TED Business by TED

TED Business

1,105 Listeners

MALAM SERAM by KC Champion

MALAM SERAM

17 Listeners

The Thinking Muslim by Muhammad Jalal

The Thinking Muslim

200 Listeners

Morning Brief by BFM Media

Morning Brief

2 Listeners

Think Fast Talk Smart: Communication Techniques by Matt Abrahams, Think Fast Talk Smart

Think Fast Talk Smart: Communication Techniques

832 Listeners

Mr Money TV Podcast by Mr Money TV

Mr Money TV Podcast

0 Listeners

Coaching Real Leaders by Harvard Business Review / Muriel Wilkins

Coaching Real Leaders

670 Listeners

What's the Focus by BFM Media

What's the Focus

0 Listeners

BBK Network @ Podcast by BBK Network

BBK Network @ Podcast

1 Listeners

Are We OK? by Are We OK?

Are We OK?

0 Listeners