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think2profit Master	29-Nov-2018 16:08        think2profit About Contact  Quote this Post!
x 0   x 0  Alert Admin	APTT publishes a lot of good information in her quarterly report but seems like shareholders are just not reading them, otherwise they wouldn' t have panicked and sold out at current price. When you look at her operating matrix on subscriber base,                                                                     Jun 2018            Sep 2019        Gain/Loss   Basic cable TV          :      759,000                757,000          -2,000 Premium Digital        :      188,000                194,000            +6,000 Broadbank                        :        205,000                  210,000            +5,000 Total Gain: 9,000 subscriber over last 15 months. How does one conclude that  biz is not good??
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think2profit Master	29-Nov-2018 15:53        think2profit About Contact  Quote this Post!
x 0   x 0  Alert Admin	I didnt say it would close in a single day but it is likely over time. Gap is like a strong magnet that will continue to draw price toward closing it... Who would buy? 1. Existing shareholders who start to gain confidence and want to avg down their cost 2. Shortists who shorted at 30c and above, wanting to close their position 3. New investors who recognise this can be a double bagger 4. Momentum traders who leverage on trend to make money   NextEvolution      ( Date: 29-Nov-2018 15:45) Posted: You were saying close gap at 30 ct this morning? Who is so crazy to chase up? This last 1.625 minus current price most already understoooooooooded when price plunge from 31+ think2profit      ( Date: 29-Nov-2018 15:32) Posted: You don' t get me  bro. Short term 1.625c div and therefore your actual cost to buy at 16.5c is only 14.875c. This translate into 8% based on 1.2c div from 2019 onward. Once capex of about $70m starts to wind down, these money can be channlled to raise div and/or repayment of debt.
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NextEvolution Elite	29-Nov-2018 15:45        NextEvolution About Contact  Quote this Post!
x 0   x 0  Alert Admin	You were saying close gap at 30 ct this morning? Who is so crazy to chase up? This last 1.625 minus current price most already understoooooooooded when price plunge from 31+ think2profit      ( Date: 29-Nov-2018 15:32) Posted: You don' t get me  bro. Short term 1.625c div and therefore your actual cost to buy at 16.5c is only 14.875c. This translate into 8% based on 1.2c div from 2019 onward. Once capex of about $70m starts to wind down, these money can be channlled to raise div and/or repayment of debt.   NextEvolution      ( Date: 29-Nov-2018 07:27) Posted: The way he put it as though the dividend will remain 1.625c per Qtr but dividend is slashed to just 1.2c per year, a drop of over 81%. How to close gap? If can go to 18 will be surprising. Remember US market, the more +ve mood, the more reason for it to plunge and inversely apply
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think2profit Master	29-Nov-2018 15:44        think2profit About Contact  Quote this Post!
x 0   x 0  Alert Admin	The key question is who would be selling and buying from here onward.... I believe weak shareholders who bought high earlier have largely been shaken out at  cheap price...typing this makes me recall of brainfoo. I doubt there are any such shareholders  now that APTT has refinanced its debt and reduced interested  from 2.3% to 1.6%, demonstrating  strong confidence in  her biz by the local banks who  would understand  her biz more. A  stability jab.     makdatok      ( Date: 29-Nov-2018 15:29) Posted: Not much movement so bull n bear shld keep quiet..Later got movement can sing song again..Hiak
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think2profit Master	29-Nov-2018 15:32        think2profit About Contact  Quote this Post!
x 0   x 0  Alert Admin	You don' t get me  bro. Short term 1.625c div and therefore your actual cost to buy at 16.5c is only 14.875c. This translate into 8% based on 1.2c div from 2019 onward. Once capex of about $70m starts to wind down, these money can be channlled to raise div and/or repayment of debt.   NextEvolution      ( Date: 29-Nov-2018 07:27) Posted: The way he put it as though the dividend will remain 1.625c per Qtr but dividend is slashed to just 1.2c per year, a drop of over 81%. How to close gap? If can go to 18 will be surprising. Remember US market, the more +ve mood, the more reason for it to plunge and inversely apply. lukewong82      ( Date: 29-Nov-2018 07:14) Posted: Quote: " Let' s continue to  grab and drive it to beyond 17c/18c and I think the price momentum will take care of itself....Huat Arh!" Hahaha.. ya.. we go in grab aka  buy now push the price up for you to sell.. of course  YOU huat arh :) Anyone going to grab? please grab as much as u can :) the more u all grab, the more he huat arh
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makdatok Supreme	29-Nov-2018 15:29        makdatok About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not much movement so bull n bear shld keep quiet..Later got movement can sing song again..Hiak
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think2profit Master	29-Nov-2018 15:28        think2profit About Contact  Quote this Post!
x 0   x 0  Alert Admin	They are an unique assets in Taiwan which is not easily replicable. U needs tons of money to lay all the fibre network to the 5 counties. Upgrading them will help them to be ready for 5G roll out, which will form their new lucrative biz. Cheers laksaman57      ( Date: 29-Nov-2018 09:57) Posted: Yes APTT had morphed into real asset owning. No longer reit/trust-like.
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think2profit Master	29-Nov-2018 15:22        think2profit About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agreed that there are many momentum traders. They buy low and sell lower over last 2 weeks and i see once price is established above 17-18c, they will reverse their trade by buy high, sell higher. Huat Arh! Starship      ( Date: 29-Nov-2018 11:14) Posted: Most ppl in this counter now are momentum traders who want the share price to rise and fall as much as possible and as often as possible. They are not interested in fundamantals. Traders and investors have different set of criteria. As one trader here in SJ forum posted many times ---- all he cares is that he makes money, he doesnt care whether the company makes money.    NextEvolution      ( Date: 29-Nov-2018 07:27) Posted: The way he put it as though the dividend will remain 1.625c per Qtr but dividend is slashed to just 1.2c per year, a drop of over 81%. How to close gap? If can go to 18 will be surprising. Remember US market, the more +ve mood, the more reason for it to plunge and inversely apply
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NextEvolution Elite	29-Nov-2018 15:17        NextEvolution About Contact  Quote this Post!
x 0   x 0  Alert Admin	This morning all the cheerleaders like gone missing liao although the pre-market queues then were very very positive, as high as 16.9 16.5 breaking up is not a good sign though
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NextEvolution Elite	29-Nov-2018 13:16        NextEvolution About Contact  Quote this Post!
x 0   x 0  Alert Admin	Last 1 to 2 weeks for play before this APTT become quiet again post ex-Div
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Qanghoo Supreme	29-Nov-2018 11:39        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	It starts right at the very top.  Get it?  Hahaha ..... Starship      ( Date: 29-Nov-2018 11:09) Posted: In this new world of Money Above Everything, most people will choose to keep their jobs rather than to keep their principles and ethics.    TA_Expert      ( Date: 29-Nov-2018 10:56) Posted: Yes, it seems that the Fed has turned very dovish. This is not normal as the Fed is indifference in politics but now it seems that it doesn' t anymore. Secondly, I guess that the Fed also wants the party to continue on. Who doesn' t want low interest rates
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Starship Supreme	29-Nov-2018 11:14        Starship About Contact  Quote this Post!
x 1   x 0  Alert Admin	Most ppl in this counter now are momentum traders who want the share price to rise and fall as much as possible and as often as possible. They are not interested in fundamantals. Traders and investors have different set of criteria. As one trader here in SJ forum posted many times ---- all he cares is that he makes money, he doesnt care whether the company makes money.    NextEvolution      ( Date: 29-Nov-2018 07:27) Posted: The way he put it as though the dividend will remain 1.625c per Qtr but dividend is slashed to just 1.2c per year, a drop of over 81%. How to close gap? If can go to 18 will be surprising. Remember US market, the more +ve mood, the more reason for it to plunge and inversely apply. lukewong82      ( Date: 29-Nov-2018 07:14) Posted: Quote: " Let' s continue to  grab and drive it to beyond 17c/18c and I think the price momentum will take care of itself....Huat Arh!" Hahaha.. ya.. we go in grab aka  buy now push the price up for you to sell.. of course  YOU huat arh :) Anyone going to grab? please grab as much as u can :) the more u all grab, the more he huat arh
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Starship Supreme	29-Nov-2018 11:09        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	In this new world of Money Above Everything, most people will choose to keep their jobs rather than to keep their principles and ethics.    TA_Expert      ( Date: 29-Nov-2018 10:56) Posted: Yes, it seems that the Fed has turned very dovish. This is not normal as the Fed is indifference in politics but now it seems that it doesn' t anymore. Secondly, I guess that the Fed also wants the party to continue on. Who doesn' t want low interest rates? Qanghoo      ( Date: 29-Nov-2018 10:36) Posted: The most important news today is not US interest rates going up, but what J Powell signalled this morning (maybe bowed to donald duck to save his job?) that FED rate is nearing its neutral stance, meaning that FED might not even up rates by another 75 basis pts next yr.  So, coys with mountains of debt cld be seen as potential benefitiaries.  APPT, if  part of its debt remains floating after the refinancing, cld be one of them.  Other potential beneficiaries are property counters, many of which have huge huge debt mountains (eg, Capitaland has 29 bil).  Perhaps this is why property counters are up today, not to mention that if interest rates come down,sales of proprties are likely to go up.  On the other hand, it cld be negative for bks
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TA_Expert Supreme	29-Nov-2018 10:56        TA_Expert About Contact  Quote this Post!   Yells: "The World has changed"
x 0   x 0  Alert Admin	Yes, it seems that the Fed has turned very dovish. This is not normal as the Fed is indifference in politics but now it seems that it doesn' t anymore. Secondly, I guess that the Fed also wants the party to continue on. Who doesn' t want low interest rates? Qanghoo      ( Date: 29-Nov-2018 10:36) Posted: The most important news today is not US interest rates going up, but what J Powell signalled this morning (maybe bowed to donald duck to save his job?) that FED rate is nearing its neutral stance, meaning that FED might not even up rates by another 75 basis pts next yr.  So, coys with mountains of debt cld be seen as potential benefitiaries.  APPT, if  part of its debt remains floating after the refinancing, cld be one of them.  Other potential beneficiaries are property counters, many of which have huge huge debt mountains (eg, Capitaland has 29 bil).  Perhaps this is why property counters are up today, not to mention that if interest rates come down,sales of proprties are likely to go up.  On the other hand, it cld be negative for bks   think2profit      ( Date: 29-Nov-2018 06:46) Posted: It is getting stronger each day now and should get even stronger moving ahead given that we are getting to year end rally. The near term 1.625c should attract more players coming to invest. Based on Gap theory, the big gap from 32c to 16c must be closed and I see many reasons that it ought to be closed and closed fast: 1. Price volume is getting better and I believe those who shorted at 30c and above should start to consider closing their short position while they still have huge profit. They might even turn into long as they see price surging upward. Those who short at below 17c, good luck to you.....better hide quickly. 2. Refinancing has been completed which cut interest by 0.7% from 2.3% to 1.6% and saved APTT at least $9m per annum. This relieves APPT all the  debt pressure over next 3 yrs especially in an environment that US is hiking the rate. Now mgt can focus on its biz and scale it up. 3. The refinancing demonstrated the vote of confidance by the bank. While the basic cable TV biz seems to be declining, the drop is actually more than compensated by the premium cable TV and broad band biz. In addition, the drop of subscriber in basic cable TV is actually  insignificant showing how sticky the customers are, probably because of the rich asian contents it provides over 70+ channels and die hard habits of Taiwanse. 4. The business seems to be doing well with EBITA of S$180m, out of which S$70m has been used for CAPEX  because of the  5G roll out. Another 1 to 2 yrs to go for CAPEX requirements. Once it is over in the next 2 yrs,  APTT will have additional $70m in its hands to pay out more div and pare down debt significantly. 5. Business  from 5G side is likely to pick up in 2019 once it is being roll  out and  we should start to see contribution from 2019/20 onward. Get paid  about  8% (taking short term 1.625c into  account) and wait for biz to getting better and better at current cheap share price should  become very attractive once more and more people realize it.  Let' s continue to  grab and drive it to beyond 17c/18c and I think the price momentum will take care of itself....Huat Arh!
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Qanghoo Supreme	29-Nov-2018 10:36        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	The most important news today is not US interest rates going up, but what J Powell signalled this morning (maybe bowed to donald duck to save his job?) that FED rate is nearing its neutral stance, meaning that FED might not even up rates by another 75 basis pts next yr.  So, coys with mountains of debt cld be seen as potential benefitiaries.  APPT, if  part of its debt remains floating after the refinancing, cld be one of them.  Other potential beneficiaries are property counters, many of which have huge huge debt mountains (eg, Capitaland has 29 bil).  Perhaps this is why property counters are up today, not to mention that if interest rates come down,sales of proprties are likely to go up.  On the other hand, it cld be negative for bks   think2profit      ( Date: 29-Nov-2018 06:46) Posted: It is getting stronger each day now and should get even stronger moving ahead given that we are getting to year end rally. The near term 1.625c should attract more players coming to invest. Based on Gap theory, the big gap from 32c to 16c must be closed and I see many reasons that it ought to be closed and closed fast: 1. Price volume is getting better and I believe those who shorted at 30c and above should start to consider closing their short position while they still have huge profit. They might even turn into long as they see price surging upward. Those who short at below 17c, good luck to you.....better hide quickly. 2. Refinancing has been completed which cut interest by 0.7% from 2.3% to 1.6% and saved APTT at least $9m per annum. This relieves APPT all the  debt pressure over next 3 yrs especially in an environment that US is hiking the rate. Now mgt can focus on its biz and scale it up. 3. The refinancing demonstrated the vote of confidance by the bank. While the basic cable TV biz seems to be declining, the drop is actually more than compensated by the premium cable TV and broad band biz. In addition, the drop of subscriber in basic cable TV is actually  insignificant showing how sticky the customers are, probably because of the rich asian contents it provides over 70+ channels and die hard habits of Taiwanse. 4. The business seems to be doing well with EBITA of S$180m, out of which S$70m has been used for CAPEX  because of the  5G roll out. Another 1 to 2 yrs to go for CAPEX requirements. Once it is over in the next 2 yrs,  APTT will have additional $70m in its hands to pay out more div and pare down debt significantly. 5. Business  from 5G side is likely to pick up in 2019 once it is being roll  out and  we should start to see contribution from 2019/20 onward. Get paid  about  8% (taking short term 1.625c into  account) and wait for biz to getting better and better at current cheap share price should  become very attractive once more and more people realize it.  Let' s continue to  grab and drive it to beyond 17c/18c and I think the price momentum will take care of itself....Huat Arh!     makdatok      ( Date: 28-Nov-2018 19:05) Posted: My brokerage still using old school ..1lot=1000units
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laksaman57 Supreme	29-Nov-2018 09:57        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes APTT had morphed into real asset owning. No longer reit/trust-like.
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think2profit Master	29-Nov-2018 09:05        think2profit About Contact  Quote this Post!
x 0   x 0  Alert Admin	You should review those facts that i stated, not merely looking from shortists' perspective which can cost you dearly. lukewong82      ( Date: 29-Nov-2018 07:14) Posted: Quote: " Let' s continue to  grab and drive it to beyond 17c/18c and I think the price momentum will take care of itself....Huat Arh!" Hahaha.. ya.. we go in grab aka  buy now push the price up for you to sell.. of course  YOU huat arh :) Anyone going to grab? please grab as much as u can :) the more u all grab, the more he huat arh   think2profit      ( Date: 29-Nov-2018 06:46) Posted: It is getting stronger each day now and should get even stronger moving ahead given that we are getting to year end rally. The near term 1.625c should attract more players coming to invest. Based on Gap theory, the big gap from 32c to 16c must be closed and I see many reasons that it ought to be closed and closed fast: 1. Price volume is getting better and I believe those who shorted at 30c and above should start to consider closing their short position while they still have huge profit. They might even turn into long as they see price surging upward. Those who short at below 17c, good luck to you.....better hide quickly. 2. Refinancing has been completed which cut interest by 0.7% from 2.3% to 1.6% and saved APTT at least $9m per annum. This relieves APPT all the  debt pressure over next 3 yrs especially in an environment that US is hiking the rate. Now mgt can focus on its biz and scale it up. 3. The refinancing demonstrated the vote of confidance by the bank. While the basic cable TV biz seems to be declining, the drop is actually more than compensated by the premium cable TV and broad band biz. In addition, the drop of subscriber in basic cable TV is actually  insignificant showing how sticky the customers are, probably because of the rich asian contents it provides over 70+ channels and die hard habits of Taiwanse. 4. The business seems to be doing well with EBITA of S$180m, out of which S$70m has been used for CAPEX  because of the  5G roll out. Another 1 to 2 yrs to go for CAPEX requirements. Once it is over in the next 2 yrs,  APTT will have additional $70m in its hands to pay out more div and pare down debt significantly. 5. Business  from 5G side is likely to pick up in 2019 once it is being roll  out and  we should start to see contribution from 2019/20 onward. Get paid  about  8% (taking short term 1.625c into  account) and wait for biz to getting better and better at current cheap share price should  become very attractive once more and more people realize it.  Let' s continue to  grab and drive it to beyond 17c/18c and I think the price momentum will take care of itself....Huat Arh!
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makdatok Supreme	29-Nov-2018 08:35        makdatok About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sorry teddy bears..Looks like rally continue..hiak3
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cowabunga Veteran	29-Nov-2018 07:56        cowabunga About Contact  Quote this Post!
x 0   x 0  Alert Admin	I can see the short tits started to panic and throw stones.   Longists Huat ahhhh!!! Short tits die pain pain
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NextEvolution Elite	29-Nov-2018 07:27        NextEvolution About Contact  Quote this Post!
x 0   x 0  Alert Admin	The way he put it as though the dividend will remain 1.625c per Qtr but dividend is slashed to just 1.2c per year, a drop of over 81%. How to close gap? If can go to 18 will be surprising. Remember US market, the more +ve mood, the more reason for it to plunge and inversely apply. lukewong82      ( Date: 29-Nov-2018 07:14) Posted: Quote: " Let' s continue to  grab and drive it to beyond 17c/18c and I think the price momentum will take care of itself....Huat Arh!" Hahaha.. ya.. we go in grab aka  buy now push the price up for you to sell.. of course  YOU huat arh :) Anyone going to grab? please grab as much as u can :) the more u all grab, the more he huat arh   think2profit      ( Date: 29-Nov-2018 06:46) Posted: It is getting stronger each day now and should get even stronger moving ahead given that we are getting to year end rally. The near term 1.625c should attract more players coming to invest. Based on Gap theory, the big gap from 32c to 16c must be closed and I see many reasons that it ought to be closed and closed fast: 1. Price volume is getting better and I believe those who shorted at 30c and above should start to consider closing their short position while they still have huge profit. They might even turn into long as they see price surging upward. Those who short at below 17c, good luck to you.....better hide quickly. 2. Refinancing has been completed which cut interest by 0.7% from 2.3% to 1.6% and saved APTT at least $9m per annum. This relieves APPT all the  debt pressure over next 3 yrs especially in an environment that US is hiking the rate. Now mgt can focus on its biz and scale it up. 3. The refinancing demonstrated the vote of confidance by the bank. While the basic cable TV biz seems to be declining, the drop is actually more than compensated by the premium cable TV and broad band biz. In addition, the drop of subscriber in basic cable TV is actually  insignificant showing how sticky the customers are, probably because of the rich asian contents it provides over 70+ channels and die hard habits of Taiwanse. 4. The business seems to be doing well with EBITA of S$180m, out of which S$70m has been used for CAPEX  because of the  5G roll out. Another 1 to 2 yrs to go for CAPEX requirements. Once it is over in the next 2 yrs,  APTT will have additional $70m in its hands to pay out more div and pare down debt significantly. 5. Business  from 5G side is likely to pick up in 2019 once it is being roll  out and  we should start to see contribution from 2019/20 onward. Get paid  about  8% (taking short term 1.625c into  account) and wait for biz to getting better and better at current cheap share price should  become very attractive once more and more people realize it.  Let' s continue to  grab and drive it to beyond 17c/18c and I think the price momentum will take care of itself....Huat Arh!
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