Asian Pay Television Trust (APTT)

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#21
SIA has invited all MIIF holders to have a meeting. WHY?
WB:-

1) Rule # 1, do not lose money.
2) Rule # 2, refer to # 1.
3) Not until you can manage your emotions, you can manage your money.

Truism of Investments.
A) Buying a security is buying RISK not Return
B) You can control RISK (to a certain level, hopefully only.) But definitely not the outcome of the Return.

NB:-
My signature is meant for psychoing myself. No offence to anyone. i am trying not to lose money unnecessary anymore.
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#22
free buffet!
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#23
(16-05-2013, 06:35 PM)Temperament Wrote: SIA has invited all MIIF holders to have a meeting. WHY?

Its SIAS and not SIA! A lot of difference!! Big Grin

The letter said 'the dialogue session with senior representatives of MIIF who will provide MIIF shareholders with relevant information regarding the Proposed Distribution and assistance to MIIF shareholders in completing the Notice of Cash Election form'.

I'm also not sure why but I will take it at face value that they are indeed just trying to help. Wink
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#24
> Pay TV is a dying business as consumers are getting smarter by watching whatever videos they want from online directly. Even my mom
> who is 63 this year knows how to watch free streaming of her favorite Hong Kong dramas online.

1. Youtube

2. Online streaming of HK drama? How can share?

3. There is the set top box I hear, can watch all channels except EPL football. The device is one time cost... of course made in china
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#25
(16-05-2013, 08:01 PM)lonewolf Wrote:
(16-05-2013, 06:35 PM)Temperament Wrote: SIA has invited all MIIF holders to have a meeting. WHY?

Its SIAS and not SIA! A lot of difference!! Big Grin

The letter said 'the dialogue session with senior representatives of MIIF who will provide MIIF shareholders with relevant information regarding the Proposed Distribution and assistance to MIIF shareholders in completing the Notice of Cash Election form'.

I'm also not sure why but I will take it at face value that they are indeed just trying to help. Wink
Oops! Sorry and thank you for the correction.
WB:-

1) Rule # 1, do not lose money.
2) Rule # 2, refer to # 1.
3) Not until you can manage your emotions, you can manage your money.

Truism of Investments.
A) Buying a security is buying RISK not Return
B) You can control RISK (to a certain level, hopefully only.) But definitely not the outcome of the Return.

NB:-
My signature is meant for psychoing myself. No offence to anyone. i am trying not to lose money unnecessary anymore.
Reply
#26
i agree with madagnet that we should look this on Taiwan context. Any Taiwanese readers here willing to share their view on the PayTV market in general?

I briefly read through the prospectus, reminded me a lot about my initial view on Starhub, loss making every year yet paying generous dividend. Boy, how wrong were I then..


(03-05-2013, 10:14 AM)madagnet Wrote: My two cents - this business should be analysed in the context of the Taiwanese consumers. A product that appears to be a luxury good in the Singapore market may be see in the form of a "quasi-utility" product in Taiwan.

TBC may be third in the overall Taiwanese market but it is the market leader by a long stretch in the areas of its operations i.e. Tai Chung.

The key questions here would be whether the economic moat (and margins) is sustainable in the long run and whether it is fairly priced.
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#27
Any ideas what will happen to the shares owned by MIIF if their unit-holders opted for cash instead of APTT units ? Will MIIF dispose of it open market upon trading or is there a lock up period ? Thanks.

(Not Vested in MIIF)
Disclaimer: Please feel free to correct any error in my post. I am not liable for anything. Do your own research and analysis. I do NOT give buy or sell calls and stock tips. Buy and sell at your risk. I am not a qualified financial adviser so I do not give any advice. The postings reflects my own personal thoughts which may or may not be accurate.
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#28
(21-05-2013, 02:49 PM)Nick Wrote: Any ideas what will happen to the shares owned by MIIF if their unit-holders opted for cash instead of APTT units ?

It goes into the placement pool.

APTT Prospectus Wrote:The Placement
The number of Units to be offered in the Placement will be reduced by such number of Consideration Units which will be determined after the shareholders of MIIF have completed their election.

Consideration Units
Concurrently with but separate from the Offering, up to 525,866,849 Consideration Units will be delivered to MIIF on the Listing Date in part settlement of the consideration payable to MIIF for the Trust Acquisition.
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#29
An article for those to read before considering investment into this IPO for the long run

http://www.marketwatch.com/story/why-the...e_carousel

Also relevant to Singtel & Starhub
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#30
good artile CY09. thanks for that.

i see what mediacorp wants to do with Toggle and how Netflix is modelling after HBO that the trend for Pay TV is to become an App that delivers exclusive content with some complementary ones that the users like to watch. It doesnt matter which device, as long as they have an account to Toggle.

Note that, like Newspapers, there might be localised cultural aspect. Taiwanese may be very traditional when it comes to how they consume that. Eventually, they can do a Toggle like service that rides on their infra.

TBC have a broadband component, and if their content is good, they would do ok since they own the pipe.

The broadband and fiber is still a must to deliver all these hd content.
Dividend Investing and More @ InvestmentMoats.com
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