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feedfrenzy Veteran	03-Apr-2017 16:32        feedfrenzy About Contact  Quote this Post!
x 0   x 0  Alert Admin	wehre got strong volume so thin :P i think you qutie bias :P    anyway i am vest too since 38cents i think mid term hold is ok :D danger      ( Date: 03-Apr-2017 15:51) Posted: Strong accumulation at 46.5
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danger Supreme	03-Apr-2017 15:51        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Strong accumulation at 46.5
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TMW1986 Master	03-Apr-2017 00:00        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wait for the next quarter. Hopefully revenue starts to increase. danger      ( Date: 02-Apr-2017 17:14) Posted: MSOs (multi-system operators of cable TV) China Network Systems, kbro and Taiwan Broadband Communications will complete digitization of their networks by the end of 2017 and, along with the digitizing process, will hike coverage for cable modem-based broadband Internet-access services with maximum download speed of 1Gbps and upgrade resolution of cable TV content to 4K. Chunghwa Telecom (CHT) is upgrading and expanding its fiber-optic networks to increase the proportion of fixed-line broadband Internet-access subscribers using maximum download speed of 1Gbps in Taiwan from about 30% at present to 65% in 2018 and 72% in 2020, according to Chinese-language newspaper Economic Daily News.
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danger Supreme	02-Apr-2017 17:14        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	MSOs (multi-system operators of cable TV) China Network Systems, kbro and Taiwan Broadband Communications will complete digitization of their networks by the end of 2017 and, along with the digitizing process, will hike coverage for cable modem-based broadband Internet-access services with maximum download speed of 1Gbps and upgrade resolution of cable TV content to 4K. Chunghwa Telecom (CHT) is upgrading and expanding its fiber-optic networks to increase the proportion of fixed-line broadband Internet-access subscribers using maximum download speed of 1Gbps in Taiwan from about 30% at present to 65% in 2018 and 72% in 2020, according to Chinese-language newspaper Economic Daily News.
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TMW1986 Master	01-Apr-2017 22:13        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Should see 50 cents again soon. Stable dividends. jeremyow      ( Date: 30-Mar-2017 15:10) Posted: That is something we should verify whether TBC being the only operator in their franchised areas equate to potentially owning all customers from those areas. Or is it that customers can still choose other operators outside and near to their areas that could also offer network coverage for TV and broadband subscriptions. For Singapore context, we know that the network infrastructure has to be in Singapore to offer network coverage. But if using satellite transmission, maybe can view overseas channels from out of region operators? I am not very sure how operators in Taiwan operate. But there are certainly a good number of players offering TV and broadband services in Taiwan based on my limited research.  pinkowl      ( Date: 29-Mar-2017 14:47) Posted: If I noted correctly, TBC is the only operator in their five franchised areas. Capital expenditure due to digitazation is expected to end by 2017. I' m very optimistic on this trust.
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jeremyow Master	30-Mar-2017 15:10        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 0  Alert Admin	That is something we should verify whether TBC being the only operator in their franchised areas equate to potentially owning all customers from those areas. Or is it that customers can still choose other operators outside and near to their areas that could also offer network coverage for TV and broadband subscriptions. For Singapore context, we know that the network infrastructure has to be in Singapore to offer network coverage. But if using satellite transmission, maybe can view overseas channels from out of region operators? I am not very sure how operators in Taiwan operate. But there are certainly a good number of players offering TV and broadband services in Taiwan based on my limited research.  pinkowl      ( Date: 29-Mar-2017 14:47) Posted: If I noted correctly, TBC is the only operator in their five franchised areas. Capital expenditure due to digitazation is expected to end by 2017. I' m very optimistic on this trust.  jeremyow      ( Date: 29-Mar-2017 13:59) Posted: This could be a value proposition if their various business metrics do not deterioriate anymore but see improvements in the quarters and years ahead. If capital expenditure for upgrading has run its course after this year and is removed in time to come, the cash flows will improve. Much depends also on how the new owner Mr Lu can bring value to APTT with his know-how experience, connections and track record in this industry. It is a competitive landscape with many players (big and small) in the Taiwanese TV and broadband space. If APTT can compete successfully over other players and improve its various business metrics in the years ahead, then buying now at current price will be considered undervalue for a distribution yield of more than 10% with potential upside in unit price. The number of subscribers must maintain or even increase, and average revenue per user (ARPU) must see improvements in their different business segments. Then, we will know APTT is growing amidst its competition. If their businesses and cash flows improve this year and next few years, their distributions will be able to at least sustain at current amount or even go higher. Thus, unit price should increase as a distribution yield of more than 10% is always very attractive if the underlying business/ asset is a fundamentally good one. Continue to monitor its progress through this year and see how things develop.
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junction Master	30-Mar-2017 15:06        junction About Contact  Quote this Post!
x 0   x 0  Alert Admin	That tie a lot of shortists very active aided by a lot of bulshit about this share in the forum.   APTT capital expenditure and cut in dividend was notified by the company long ago, not when the shortists started to be active.   Glad that lately it was payback time for the shortists. TMW1986      ( Date: 29-Mar-2017 09:54) Posted: That time also nothibg happen price drop 20%, won't be surprise it will rise back 50 cents soon. Just give it some time. I think REITs in another 1-2 months time will fight back. Just4win      ( Date: 29-Mar-2017 08:54) Posted: Nothing is impossible... last year high was 60+ cents...  But agree that is is unlikely to reach this price level for now.  Anyway, those vested, should be glad to hold this at least to enjoy the dividend payouts.
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TMW1986 Master	30-Mar-2017 14:17        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It will only be more upside I feel. Chiong arh. Last quarter I think revenue or profit slight increase is it? But I mean after 2017 all the capital expenditure should be ok. Last year performance compare to 2015 is almost the same but share price crashed from 70 plus cents to current 40 cents. If this year maintain, I think minimum also price must increase to 50 cents at least. Let's see how it goes. Got feeling this share is like valuetronic, being pushed down by negative news but once it showed it can perform it will rise back up. pinkowl      ( Date: 29-Mar-2017 14:47) Posted: If I noted correctly, TBC is the only operator in their five franchised areas. Capital expenditure due to digitazation is expected to end by 2017. I' m very optimistic on this trust.  jeremyow      ( Date: 29-Mar-2017 13:59) Posted: This could be a value proposition if their various business metrics do not deterioriate anymore but see improvements in the quarters and years ahead. If capital expenditure for upgrading has run its course after this year and is removed in time to come, the cash flows will improve. Much depends also on how the new owner Mr Lu can bring value to APTT with his know-how experience, connections and track record in this industry. It is a competitive landscape with many players (big and small) in the Taiwanese TV and broadband space. If APTT can compete successfully over other players and improve its various business metrics in the years ahead, then buying now at current price will be considered undervalue for a distribution yield of more than 10% with potential upside in unit price. The number of subscribers must maintain or even increase, and average revenue per user (ARPU) must see improvements in their different business segments. Then, we will know APTT is growing amidst its competition. If their businesses and cash flows improve this year and next few years, their distributions will be able to at least sustain at current amount or even go higher. Thus, unit price should increase as a distribution yield of more than 10% is always very attractive if the underlying business/ asset is a fundamentally good one. Continue to monitor its progress through this year and see how things develop.
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pinkowl Supreme	29-Mar-2017 14:47        pinkowl About Contact  Quote this Post! Style: Technical   Mood:
x 0   x 0  Alert Admin	If I noted correctly, TBC is the only operator in their five franchised areas. Capital expenditure due to digitazation is expected to end by 2017. I' m very optimistic on this trust.  jeremyow      ( Date: 29-Mar-2017 13:59) Posted: This could be a value proposition if their various business metrics do not deterioriate anymore but see improvements in the quarters and years ahead. If capital expenditure for upgrading has run its course after this year and is removed in time to come, the cash flows will improve. Much depends also on how the new owner Mr Lu can bring value to APTT with his know-how experience, connections and track record in this industry. It is a competitive landscape with many players (big and small) in the Taiwanese TV and broadband space. If APTT can compete successfully over other players and improve its various business metrics in the years ahead, then buying now at current price will be considered undervalue for a distribution yield of more than 10% with potential upside in unit price. The number of subscribers must maintain or even increase, and average revenue per user (ARPU) must see improvements in their different business segments. Then, we will know APTT is growing amidst its competition. If their businesses and cash flows improve this year and next few years, their distributions will be able to at least sustain at current amount or even go higher. Thus, unit price should increase as a distribution yield of more than 10% is always very attractive if the underlying business/ asset is a fundamentally good one. Continue to monitor its progress through this year and see how things develop.   pinkowl      ( Date: 29-Mar-2017 10:12) Posted: Not breakeven. I meant dividends collected will equal investment amount. After 7 years, free shares + free dividends.  Think Taiwanese still need to watch TV and surf net 7 years later. =P
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jeremyow Master	29-Mar-2017 13:59        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 0  Alert Admin	This could be a value proposition if their various business metrics do not deterioriate anymore but see improvements in the quarters and years ahead. If capital expenditure for upgrading has run its course after this year and is removed in time to come, the cash flows will improve. Much depends also on how the new owner Mr Lu can bring value to APTT with his know-how experience, connections and track record in this industry. It is a competitive landscape with many players (big and small) in the Taiwanese TV and broadband space. If APTT can compete successfully over other players and improve its various business metrics in the years ahead, then buying now at current price will be considered undervalue for a distribution yield of more than 10% with potential upside in unit price. The number of subscribers must maintain or even increase, and average revenue per user (ARPU) must see improvements in their different business segments. Then, we will know APTT is growing amidst its competition. If their businesses and cash flows improve this year and next few years, their distributions will be able to at least sustain at current amount or even go higher. Thus, unit price should increase as a distribution yield of more than 10% is always very attractive if the underlying business/ asset is a fundamentally good one. Continue to monitor its progress through this year and see how things develop.   pinkowl      ( Date: 29-Mar-2017 10:12) Posted: Not breakeven. I meant dividends collected will equal investment amount. After 7 years, free shares + free dividends.  Think Taiwanese still need to watch TV and surf net 7 years later. =P pinkowl      ( Date: 29-Mar-2017 10:10) Posted: This one hold 7 years, can break even liao.   Anything beyond 7 years are free $$.
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GuavaXF30 Elite	29-Mar-2017 11:21        GuavaXF30 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I am liking the movement. Pace may be slow for most but the steady price increase now is better than a rush up.
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pinkowl Supreme	29-Mar-2017 10:12        pinkowl About Contact  Quote this Post! Style: Technical   Mood:
x 0   x 0  Alert Admin	Not breakeven. I meant dividends collected will equal investment amount. After 7 years, free shares + free dividends.  Think Taiwanese still need to watch TV and surf net 7 years later. =P pinkowl      ( Date: 29-Mar-2017 10:10) Posted: This one hold 7 years, can break even liao.   Anything beyond 7 years are free $$.
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pinkowl Supreme	29-Mar-2017 10:10        pinkowl About Contact  Quote this Post! Style: Technical   Mood:
x 0   x 0  Alert Admin	This one hold 7 years, can break even liao.   Anything beyond 7 years are free $$.
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TMW1986 Master	29-Mar-2017 10:07        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agreed. Last quarter I think slight increase in their profit. And the investment in digital will be done soon and next few quarters should have lesser capital expenditure. Let's see how it goes. Chiong arhb jeremyow      ( Date: 29-Mar-2017 09:59) Posted: Watch out for their first quarter' s results in time to be announced. Any surprises on the upside with improvements to revenue, operating income, net income and cash flows will result in a short term rally in their unit price to a higher level I feel.
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NextEvolution Elite	29-Mar-2017 10:02        NextEvolution About Contact  Quote this Post!
x 0   x 0  Alert Admin	Very good return for those loaded from 37.5 to 42 cent, before even adding in the dividend payout
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jeremyow Master	29-Mar-2017 09:59        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 0  Alert Admin	Watch out for their first quarter' s results in time to be announced. Any surprises on the upside with improvements to revenue, operating income, net income and cash flows will result in a short term rally in their unit price to a higher level I feel.
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bishan22 Supreme	29-Mar-2017 09:56        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agreed.... looks like can smell 50 again.... Still holding at 405.......Huat with div..... TMW1986      ( Date: 29-Mar-2017 09:54) Posted: That time also nothibg happen price drop 20%, won't be surprise it will rise back 50 cents soon. Just give it some time. I think REITs in another 1-2 months time will fight back. Just4win      ( Date: 29-Mar-2017 08:54) Posted: Nothing is impossible... last year high was 60+ cents...  But agree that is is unlikely to reach this price level for now.  Anyway, those vested, should be glad to hold this at least to enjoy the dividend payouts.
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TMW1986 Master	29-Mar-2017 09:54        TMW1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	That time also nothibg happen price drop 20%, won't be surprise it will rise back 50 cents soon. Just give it some time. I think REITs in another 1-2 months time will fight back. Just4win      ( Date: 29-Mar-2017 08:54) Posted: Nothing is impossible... last year high was 60+ cents...  But agree that is is unlikely to reach this price level for now.  Anyway, those vested, should be glad to hold this at least to enjoy the dividend payouts.   justinN      ( Date: 28-Mar-2017 23:15) Posted: Won't hit 50c la. Giving of dividends alone will cap it. Anyway, let's see how it plays out. Price should continue to be volatile this week. Buy at own risk.
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Just4win Supreme	29-Mar-2017 08:54        Just4win About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nothing is impossible... last year high was 60+ cents...  But agree that is is unlikely to reach this price level for now.  Anyway, those vested, should be glad to hold this at least to enjoy the dividend payouts.   justinN      ( Date: 28-Mar-2017 23:15) Posted: Won't hit 50c la. Giving of dividends alone will cap it. Anyway, let's see how it plays out. Price should continue to be volatile this week. Buy at own risk. Monkeysee      ( Date: 28-Mar-2017 21:37) Posted: Ya i still holding no one say sell... Ppl all say can break. 50c go 60c so i hold lor... Danger sell nv tell... Only lai liao tell loud lou
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justinN Member	28-Mar-2017 23:15        justinN About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Won't hit 50c la. Giving of dividends alone will cap it. Anyway, let's see how it plays out. Price should continue to be volatile this week. Buy at own risk. Monkeysee      ( Date: 28-Mar-2017 21:37) Posted: Ya i still holding no one say sell... Ppl all say can break. 50c go 60c so i hold lor... Danger sell nv tell... Only lai liao tell loud loud halleluyah      ( Date: 28-Mar-2017 06:51) Posted: monkey r u still hugging? dun wori...every q gt give div....cheers!
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