Asian Pay TV Tr   

Asian Pay Tv Tr

- Temasek Holdings Pte Ltd. (Investment Management) 7.98%

- Macquarie Group Ltd. 3.00%

- CI Investments, Inc. 2.86%

- Prusik Investment Management LLP 2.61%

- Value Partners Ltd. 2.39%

- First Eagle Investment Management LLC 2.36%

 

I don't mean i work for TH

I am on the same ship as TH.... while TH scooped up APTT at around 80c level

I am glad to scoop at half the price

 

You are with TH ?

BTW, mind to tell us how much % you are holhing ?

danger      ( Date: 23-Dec-2016 16:19) Posted: I anyhow scoop at 37.5 and 38c already I am with temasek holdings They die i die

 

anyone here can confirmed temasick is still vested or have not even in it at all?

danger      ( Date: 23-Dec-2016 16:19) Posted: I anyhow scoop at 37.5 and 38c already I am with temasek holdings They die i die

 

Sorry, typo errors

 

Could you help to share where can i find the announcement of their commitment to retain the same div fr 2017 to be the same as 2016?

This share has been on my watchlist as Temasek is vested. However, i' m still confuse on how AAPT is able to deliver the div?

Q3 result: Total shares : 1436 million shares

Net profit (after tax, Intest and Amor) : $10.6M (after interest of $14M). Per share per qtr  - 0.0074 (profit divide by number of share) 

Cap: $19.7M

Div: 23M (per qtr)  - for their qtr div of $0.01625

Even if AAPT has completed the infrastructure upgrade (and need not spend cap $19.7M), and all net profit of $10.6M is allocated to div, it' ll still be just $0.007 per qtr (and not the current $0.01625). Unless AAPT can  clear the loan (without needing to pay the  $14M interest), and  doesn' t need to invest in cap ...  and use the net profit of  $24.6M ($10.6M  + $14M  from interest)  to maintain the div of $0.01625 ($23M).

Can someone enlighten me on how AAPT can maintain the div .... as it seems that they are having negative free cash flow. Their net profit can' t even cover the capex ... where does the fund come from to pay the div? Has anyone attended the EGM and did they share anything about this?

nngeeh      ( Date: 23-Dec-2016 17:55) Posted: Could you help to share where can i find the announcement of their commitment to retain the same div fr 2017 to be the same as 2016? This share has been on my watchlist as Temasek is vested. However, i' m still confuse on how AAPT is able to deliver the div? Q3 result: Total shares : 1436 million shares Net profit (after tax, Intest and Amor) : $10.6M (after interest of $14M). Per share per qtr  - 0.0074 (profit divide by number of share)  Cap: $19.7M Div: 23M (per qtr)  - for their qtr div of $0.01625 Even if AAPT has completed the infrastructure upgrade (and need not spend cap $19.7M), and all net profit of $14M is allocated to div, it' ll still be just $0.007 per qtr (and not the current $0.01625). Unless AAPT can  clear the loan (with needing to pay the  $14M interest), and  doesn' t need to invest in cap ...  and use the net profit of  $24.6M ($10.6M  + $14M  from interest)  to maintain the div of $0.01625 ($23M). Can someone enlighten me on how AAPT can maintain the div .... as it seems that they are having negative free cash flow. Their net profit can' t even cover the capex ... where does the fund come from to pay the div? Has anyone attended the EGM and did they share anything about this?     halleluyah      ( Date: 23-Dec-2016 13:13) Posted: the coming div fr 2017 will b 0.022 if is still the same as 2016....am still holding...

 

Low can get lower. Ex noble also have cic backup and look at the price nw

rockman88      ( Date: 23-Dec-2016 15:58) Posted: No funds selling lah ... if funds sell where got this kind of volume? Probably shortists at work cos they spotted weakness. Some PRC holders are forced to liquidate in the market by the trustee-manager, maybe that could be the reason why for the weakness ... + political reasons lately. As long as big brother Temasek is in, I think should be quite safe lah, discount to NAV is so steep now, plus good dividend yield. Accumulate more ....

 

Could you help to share where can i find the announcement of their commitment to retain the same div fr 2017 to be the same as 2016?

This share has been on my watchlist as Temasek is vested. However, i' m still confuse on how AAPT is able to deliver the div?

Q3 result: Total shares : 1436 million shares

Net profit (after tax, Intest and Amor) : $10.6M (after interest of $14M). Per share per qtr  - 0.0074 (profit divide by number of share) 

Cap: $19.7M

Div: 23M (per qtr)  - for their qtr div of $0.01625

Even if AAPT has completed the infrastructure upgrade (and need not spend cap $19.7M), and all net profit of $14M is allocated to div, it' ll still be just $0.007 per qtr (and not the current $0.01625). Unless AAPT can  clear the loan (with needing to pay the  $14M interest), and  doesn' t need to invest in cap ...  and use the net profit of  $24.6M ($10.6M  + $14M  from interest)  to maintain the div of $0.01625 ($23M).

Can someone enlighten me on how AAPT can maintain the div .... as it seems that they are having negative free cash flow. Their net profit can' t even cover the capex ... where does the fund come from to pay the div? Has anyone attended the EGM and did they share anything about this?

 

 

halleluyah      ( Date: 23-Dec-2016 13:13) Posted: the coming div fr 2017 will b 0.022 if is still the same as 2016....am still holding...

 

I wrote to APTT and very soon received response from its CEO:   " We are not aware of any spcific reason that would explain the trading in APPT units" .   Will hold.

 

I anyhow scoop at 37.5 and 38c already

I am with temasek holdings

They die i die

 

No funds selling lah ... if funds sell where got this kind of volume? Probably shortists at work cos they spotted weakness. Some PRC holders are forced to liquidate in the market by the trustee-manager, maybe that could be the reason why for the weakness ... + political reasons lately. As long as big brother Temasek is in, I think should be quite safe lah, discount to NAV is so steep now, plus good dividend yield. Accumulate more .... 

 

May Day! SOS! sgx staff close shop for x'mas

 

i also interested in averaging down this stock. But seems like the sell off is still like mad. Better observe first and wait for it to quiet down. Dunno how low it will go. Dont catch falling knife.

 

yes.. i guess its also fund selling. anyone with news pls help share...

NL0261      ( Date: 23-Dec-2016 15:15) Posted: I don't think is the work of short sellers, some funds r selling out, it might b even temasick. SGX is useless, shd have step in, enlighten everyone here wats gg on, just like wat tey did making enquiry only when some stock move up too fast.

 

I don't think is the work of short sellers, some funds r selling out, it might b even temasick. SGX is useless, shd have step in, enlighten everyone here wats gg on, just like wat tey did making enquiry only when some stock move up too fast.

 

Now 0.37 ... Lelong Lelong

 

Philip cannot short sell , I wonder how they short

 

That is why short-sellers make their money more easily during a bear market when share prices are falling. They have the selling trend on their side. Try short-selling then and there is a higher probability to make money in a bear market for short-sellers. But during a bull market when share prices are rising, the odds are against short-sellers, so doing short-selling in a bull market carries much higher risk and lower probability of making money.

The above applies for company specific stocks too. Try short selling a company' s shares when the company has just announced a set of remarkable financial results and one is asking for trouble. On the contrary, short-selling on negative sentiments surrounding a company allows short-sellers greater chance to succeed. Best is short-selling when during bear market and on the shares of a particular company that is going downhill into serious problems during bear market. This double whammy situation further increases the probability of making money for short-sellers. 

jeremyow      ( Date: 23-Dec-2016 14:11) Posted: As long as there are more sellers in the share than buyers based on higher selling volumes than buying volumes continuously over a period of time, more supply than demand for a particular share, the share price naturally have to trend down. Short-sellers are just part of all the sellers which contributed to the higher selling volumes than buying volumes. Even when short-sellers cover back by buying volumes, the overall selling volumes is still higher than buying volumes due to also other people who follow and sell resulting in higher selling volumes than buying volumes which thus brings a share price down.  jeremyow      ( Date: 23-Dec-2016 13:55) Posted: Continuous short-selling over consecutive days or even over an extended period of market downturn with large volumes of short-selling orders every day could bring a share price down gradually even with covering back the short-sold shares. If one looks at the published daily short-selling reports by SGX, certain counters repeatedly go under fire by short-sellers. The short-sellers are opportunistic in nature and ride on the potential negative sentiments surrounding a potential short-selling candidate company to continue bashing the share price down by short-selling. The short-selling volumes could be large in many cases especially in companies that have very negative news. I think cases like Noble Group due to its previous high amount of liabilities and debts carried on its balance sheet to be settled plus downturn in commodities prices, O& G stocks like Keppel Corp due to the oil price crisis over the past two years and many others have been bashed down hard in their share prices by short-sellers. Once a selling trend on the stock has been confirmed due to very negative news about the company that last for a good long period of time, it facilitates the overall negative selling sentiments on a stock with everyone selling the shares (due to pessimistic herd mentality to exit) and short-sellers also ride on the downtrending share price.

 

i think a query by sgx is just around the corner

 

As long as there are more sellers in the share than buyers based on higher selling volumes than buying volumes continuously over a period of time, more supply than demand for a particular share, the share price naturally have to trend down. Short-sellers are just part of all the sellers which contributed to the higher selling volumes than buying volumes. Even when short-sellers cover back by buying volumes, the overall selling volumes is still higher than buying volumes due to also other people who follow and sell resulting in higher selling volumes than buying volumes which thus brings a share price down. 

jeremyow      ( Date: 23-Dec-2016 13:55) Posted: Continuous short-selling over consecutive days or even over an extended period of market downturn with large volumes of short-selling orders every day could bring a share price down gradually even with covering back the short-sold shares. If one looks at the published daily short-selling reports by SGX, certain counters repeatedly go under fire by short-sellers. The short-sellers are opportunistic in nature and ride on the potential negative sentiments surrounding a potential short-selling candidate company to continue bashing the share price down by short-selling. The short-selling volumes could be large in many cases especially in companies that have very negative news. I think cases like Noble Group due to its previous high amount of liabilities and debts carried on its balance sheet to be settled plus downturn in commodities prices, O& G stocks like Keppel Corp due to the oil price crisis over the past two years and many others have been bashed down hard in their share prices by short-sellers. Once a selling trend on the stock has been confirmed due to very negative news about the company that last for a good long period of time, it facilitates the overall negative selling sentiments on a stock with everyone selling the shares (due to pessimistic herd mentality to exit) and short-sellers also ride on the downtrending share price.     JesseTyler      ( Date: 23-Dec-2016 13:16) Posted: If there' s not much of a problem for its fundamental, then this might really a money-striking stock. But since there' s short sellers, they ought to cover back right ? But why the share price still ... ? Not vested currently.

 

Not sure if the latest short selling was triggered by politics. So far no news have been released by company....but price kept plunging.