星期二 2026年 6月 30日
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加速数字化邮量料减 大马邮政明年调高邮费

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大马投资银行的研究表明,大马邮政(POS,4634,交通与物流组)调高国际邮费将加速实物邮件的数字化,并损害邮政量。

但是,它补充,调高邮费预期将使大马邮政能够将较高的成本转嫁给消费者,从而对其收入产生中和影响。

该研究机构维持其总体假设,即2019-21财年的总体邮政业务量将分别下降15%,10%和5%,比2018财年降低12%。

由于邮政部门继续遭受成本效率低下的困扰,它建议以1.33令吉的合理价值卖出。它还重申其观点,即任何潜在的邮政关税上涨只是对该部门的暂时救济。

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午休时,大马邮政涨2仙或1.28%,报1.58令吉,有110万3300股交易。

它说:“与此同时,快递业务继续面临价格和成本压力,正在侵蚀其利润。”

回顾一下,大马邮政表示将与万国邮政联盟(Universal Postal Union)一起从2020年1月起提高国际邮费,以调整其营运成本。

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该公司指示从明年开始将交付的邮资费率提高30%至210%,并可能在2021年进一步提高至50%。

这是由于美国提高了终端费率,以及其他国家达成了提高自己的邮政费率的协议。

国际邮件/包裹约占大马邮政总流量的5%。

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