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nngeeh Veteran	25-Dec-2016 11:54        nngeeh About Contact  Quote this Post!
x 0   x 0  Alert Admin	In their 3Q presentation, they indicated that they will spend ard $50-55M/ per year for capex in 2016 & 2017 and it will be funded by loan. If they stick with 100% profit distribution, and based of their Q3 profit of $10M, the qtr Dpu will drop to $0.007. Maybe the share price is adjusting to the possible drop in dpu by more than 50% in 2017?  In the upcoming Q4, they have committed to 1.6c dpu. The question is will they revise down the dpu that will align with the profit after Q4? If I presume the dpu will drop to 0.007 ...the yearly div will be 0.028. Based on 8% yield like other Reit, we could be looking at the price being push down to 0.35. This is based on the assumption that their lnterest, profit stays the same as Q3. Any view from anyone? They should start looking at reducing the huge loan of 1.2B to bring down the interest. TMW1986      ( Date: 25-Dec-2016 10:19) Posted: I think the digital conversion is already halfway thru. Maybe is just some Traders wanted to push down the price so as to scoop up cheaply later. And maybe the fundings coming from APT chairman since he intend to get control of TBC. http://www.apb-news.com/nagra-ensures-secure-launch-of-tbcs-new-digital-platform/ http://www.taipeitimes.com/News/taiwan/archives/2016/10/21/2003657615 churnw      ( Date: 25-Dec-2016 10:04) Posted: Yes , it won't crash but now see heart pain ... Red till bruise ...
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maccer Master	25-Dec-2016 10:41        maccer About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks at the balance sheet and anyone has any comment?
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TMW1986 Master	25-Dec-2016 10:19        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think the digital conversion is already halfway thru. Maybe is just some Traders wanted to push down the price so as to scoop up cheaply later. And maybe the fundings coming from APT chairman since he intend to get control of TBC. http://www.apb-news.com/nagra-ensures-secure-launch-of-tbcs-new-digital-platform/ http://www.taipeitimes.com/News/taiwan/archives/2016/10/21/2003657615 churnw      ( Date: 25-Dec-2016 10:04) Posted: Yes , it won't crash but now see heart pain ... Red till bruise ...
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churnw Elite	25-Dec-2016 10:04        churnw About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes , it won't crash but now see heart pain ... Red till bruise ...
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latebird2000 Member	24-Dec-2016 23:55        latebird2000 About Contact  Quote this Post!
x 0   x 0  Alert Admin	wow, yield is 16 %
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TMW1986 Master	24-Dec-2016 23:54        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don't panick la. APTV is not Noble etc, won't crash so much one. churnw      ( Date: 24-Dec-2016 23:22) Posted: Any one can advise what to do ... To hold on
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churnw Elite	24-Dec-2016 23:22        churnw About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any one can advise what to do ... To hold on
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halleluyah Supreme	24-Dec-2016 15:50        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope Th will scoop up more to support.... NL0261      ( Date: 24-Dec-2016 14:40) Posted: WTF! can the aptt management come out n say something over the huge px drop over the last few days to appease investors here. Hope that they clear the air n not hiding away n also stop all our guessing.
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TMW1986 Master	24-Dec-2016 15:39        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Currently this stock is oversold. Maybe too many short seller. Friday there is over 1.4 million shares being shorted. Plus past few days after XD already got people short selling. Anyway I think even if the dividends drop 20% next year ie to 5.5 cents, @ $0.50 it will still be more than 10% dividend yield, still better than many other stocks. Let's see next quarter report. The trust should give a dividend guildeline for FY2017. Hopefully it won't drop too much.
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NL0261 Senior	24-Dec-2016 14:40        NL0261 About Contact  Quote this Post!
x 0   x 0  Alert Admin	WTF! can the aptt management come out n say something over the huge px drop over the last few days to appease investors here. Hope that they clear the air n not hiding away n also stop all our guessing.
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brchkho1 Master	24-Dec-2016 13:46        brchkho1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	My 2 cts  opinion on this counter. If vested since inception till todate, all dividend income still can not cover the price drop. I was thinking of putting money into this counter, but held back because of this observation. DYDD.
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jeremyow Master	24-Dec-2016 11:20        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 0  Alert Admin	APTT has gave their distribution guidance for the last 4Q that it will be at least same as 1Q, 2Q and 3Q at 1.625 cents per unit for each quarter. This is subject to no material changes in planning assumptions including for asset performance and refinancing. Thus, they have commited to give out at least 1.625 cents per unit distribution for this last quarter unless they are unable to do so. But for next year' s distributions, it depends on their next year' s performance whether they can improve their free cash flows to ensure they can at least maintain current distribution payout. jeremyow      ( Date: 24-Dec-2016 11:12) Posted: DISTRIBUTIONS The Board of directors of the Trustee-Manager (the &ldquo Board&rdquo ) has declared an ordinary distribution of 1.625 cents per unit for the quarter ended 30 September 2016. The books closure date will be on 16 December 2016 and the distribution will be paid on 23 December 2016. Ordinary distributions of 1.625 cents per unit were paid for the quarters ended 30 June 2016 and 31 March 2016. APTT&rsquo s distribution policy is to distribute 100 percent of distributable free cash flows to APTT unitholders. The Board is pleased to reaffirm distribution guidance for the quarter ending 31 December 2016. The distribution for the quarter ending 31 December 2016 will be at least 1.625 cents per unit, subject to no material changes in planning assumptions including for asset performance and refinancing.
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jeremyow Master	24-Dec-2016 11:12        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 0  Alert Admin	DISTRIBUTIONS The Board of directors of the Trustee-Manager (the &ldquo Board&rdquo ) has declared an ordinary distribution of 1.625 cents per unit for the quarter ended 30 September 2016. The books closure date will be on 16 December 2016 and the distribution will be paid on 23 December 2016. Ordinary distributions of 1.625 cents per unit were paid for the quarters ended 30 June 2016 and 31 March 2016. APTT&rsquo s distribution policy is to distribute 100 percent of distributable free cash flows to APTT unitholders. The Board is pleased to reaffirm distribution guidance for the quarter ending 31 December 2016. The distribution for the quarter ending 31 December 2016 will be at least 1.625 cents per unit, subject to no material changes in planning assumptions including for asset performance and refinancing.
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jeremyow Master	24-Dec-2016 11:09        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 0  Alert Admin	They also know their issue which is to focus on driving growth in cash flows. To ensure they can continue to sustain their same amount of dividends for a longer term which their policy is to distribute 100% of distributable free cash flows, they have to focus on driving further growth in cash flows and increase their current free cash flows. This is because at the current free cash flow they generate, if they cannot grow their free cash flows going forward anymore they will have to tap on other resources to keep up their same amount of distribution payout such as tapping on their cash and cash equivalents or raise further cash by increasing borrowings to keep up the dividends payout. Either way, this is not ideal for them since either they will drain out exisiting cash resources or increase their gearing and interest and finance costs if they increase their borrowings. They do have pressure keeping up their distribution payout. But I think if they change their distribution policy and do not distribute 100% of their free cash flow, then at a lower distribution yield, it is more sustainable for them on a longer term. But for unitholders, this will mean lesser distributions received. Seems APTT has been milking their businesses too hard and is thus struggling to keep up their distribution payout currently. Why not settle for a lower distribution payout and no need to struggle so hard to keep pushing to generate more free cash flows like always trying to squeeze to the last ounce and keep pushing a tired cow to continue working overtime to plough the fields?   jeremyow      ( Date: 24-Dec-2016 10:51) Posted: Seems that APTT may experience a marginal decline in revenue and EBITDA for the full year 2016 including the upcoming last quarter' s results due to taking away the one-off items which include higher advertising airtime sales generated in the lead-up to the Presidential and Legislative Yuan election.  jeremyow      ( Date: 24-Dec-2016 10:48) Posted: OUTLOOK The focus in 2016 remains on driving growth in cash flows through up-selling and cross-selling of services across TBC&rsquo s subscriber base and progressing the network and operational expansion in the greater Taichung region. Whilst growth in subscriber numbers is anticipated across TBC&rsquo s service offerings, total revenue for 2016 is anticipated to be influenced by a number of factors. These factors include the continued weakness in the Taiwanese economy, marginally lower Basic cable TV rates in three of TBC&rsquo s five franchise areas and the non-recurrence of revenue generated in 2015 as a result of one-off items including higher advertising airtime sales generated in the lead-up to the Presidential and Legislative Yuan election. Consequently, TBC&rsquo s overall EBITDA is expected to be marginally lower for full year 2016 compared to pcp.
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jeremyow Master	24-Dec-2016 10:51        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 0  Alert Admin	Seems that APTT may experience a marginal decline in revenue and EBITDA for the full year 2016 including the upcoming last quarter' s results due to taking away the one-off items which include higher advertising airtime sales generated in the lead-up to the Presidential and Legislative Yuan election.  jeremyow      ( Date: 24-Dec-2016 10:48) Posted: OUTLOOK The focus in 2016 remains on driving growth in cash flows through up-selling and cross-selling of services across TBC&rsquo s subscriber base and progressing the network and operational expansion in the greater Taichung region. Whilst growth in subscriber numbers is anticipated across TBC&rsquo s service offerings, total revenue for 2016 is anticipated to be influenced by a number of factors. These factors include the continued weakness in the Taiwanese economy, marginally lower Basic cable TV rates in three of TBC&rsquo s five franchise areas and the non-recurrence of revenue generated in 2015 as a result of one-off items including higher advertising airtime sales generated in the lead-up to the Presidential and Legislative Yuan election. Consequently, TBC&rsquo s overall EBITDA is expected to be marginally lower for full year 2016 compared to pcp.
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jeremyow Master	24-Dec-2016 10:48        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 0  Alert Admin	OUTLOOK The focus in 2016 remains on driving growth in cash flows through up-selling and cross-selling of services across TBC&rsquo s subscriber base and progressing the network and operational expansion in the greater Taichung region. Whilst growth in subscriber numbers is anticipated across TBC&rsquo s service offerings, total revenue for 2016 is anticipated to be influenced by a number of factors. These factors include the continued weakness in the Taiwanese economy, marginally lower Basic cable TV rates in three of TBC&rsquo s five franchise areas and the non-recurrence of revenue generated in 2015 as a result of one-off items including higher advertising airtime sales generated in the lead-up to the Presidential and Legislative Yuan election. Consequently, TBC&rsquo s overall EBITDA is expected to be marginally lower for full year 2016 compared to pcp.
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nngeeh Veteran	24-Dec-2016 10:30        nngeeh About Contact  Quote this Post!
x 0   x 0  Alert Admin	In 3Q, their cash reduced by only $4M (from   $52M to $48M) but the loan increased by $13M. Another   word, they will be on deficit of $17M every qtr if they need to continue to upgrade the infrastructure in 2017 as per mandate fm gov and maintaining the same div. In full yr, they will need additional $68M.  Are they going to going to achieve this by loan (already 1.2B), reducing the debt which will bring down the interest, utilise from their cash which can last only 2Q, or maybe even raise funds via placement or Rights.  Unless they have completed the upgrade and remove the $19M capex expenditure, they can' t maintain the same div. they need $20M to maintain the same div payout. junction      ( Date: 21-Dec-2016 15:09) Posted: The company reported they have refinanced at a lower cost and there will be no refiancing for the next 4 years.   They have also reported they are not expecting not much changes in 2017 earnings/distribution. So I think selling is overdone.   I will collect a bit more at crrent prices.   I cannot predict the short sellors motive but I hope Temasik, the largest shareholder, will initiate a buy and catch the shortsellers.   Then we have a show to see,. GuavaXF30      ( Date: 21-Dec-2016 09:25) Posted: I am keeping my lots but I will  not add for now. Wait for better clarity. The company have to reassure investors that their business model will continue to generate cash from operations. And not borrowings.
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latebird2000 Member	23-Dec-2016 21:50        latebird2000 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Didn' t know temasek in it. Just shorted few days ago.... lucky only at stock challenge.
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danger Supreme	23-Dec-2016 21:14        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Holder Shares % Held Temasek Holdings Pte Ltd. (Investment Management) AS OF 10 MAR 2016 114.61m 7.98% CI Investments, Inc. AS OF 31 DEC 2015 41.12m 2.86% Prusik Investment Management LLP AS OF 29 JUL 2016 37.53m 2.61% Value Partners Ltd. AS OF 30 JUN 2016 34.33m 2.39% First Eagle Investment Management LLC AS OF 31 OCT 2016 33.86m 2.36% Invesco Asset Management Singapore Ltd. AS OF 29 JUL 2016 28.84m 2.01% The Vanguard Group, Inc. AS OF 30 NOV 2016 25.25m 1.76% Norges Bank Investment Management AS OF 31 DEC 2015 12.35m 0.86% Eastspring Investments (Singapore) Ltd. AS OF 30 JUN 2016 11.20m 0.78% Waverton Investment Management Ltd. AS OF 30 JUN 2016 8.81m 0.61
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earlybird14 Supreme	23-Dec-2016 20:50        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Fishy.
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