Asian Pay Television Trust (APTT)

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http://infopub.sgx.com/FileOpen/Response...eID=382194

APTT has replied.

(Not Vested)
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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The trustee manager owns only 3% of the trust, what does the third party want? Weird...

Also, the change of manager usually affect the convenant of the loans
life goes in cycles, predictable yet uncontrollable; just like the markets, but markets give you a second chance
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(13-12-2015, 04:35 PM)Greenrookie Wrote: The trustee manager owns only 3% of the trust, what does the third party want? Weird...

Also, the change of manager usually affect the convenant of the loans

They want ownership of the Manager.
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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Another near 5% sell off. Yield is very very attractive, but what's concerns me is whether it can refinance its loans with the 90% intangible assets, and whether it can manage with the possible higher financing cost?
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(14-12-2015, 01:48 PM)valuebuddies Wrote: Another near 5% sell off. Yield is very very attractive, but what's concerns me is whether it can refinance its loans with the 90% intangible assets, and whether it can manage with the possible higher financing cost?

They just refinance ... So they refinancing risk is not there. But interest cost could still go up. 

If Taichung dun pick up at 2016, then dividends will need to be cut
life goes in cycles, predictable yet uncontrollable; just like the markets, but markets give you a second chance
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Was told that Current Prices are the Lows !!! So I am Vested @ 0.62 !!!
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http://infopub.sgx.com/FileOpen/APTTDive...eID=387058

Macquarie intends to divest its stake in the Trustee-Manager.

(Not Vested)
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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the guy who buy over APTT, Lu Fang Ming is holding position in
- General Manager-Business and Director in Hon Hai Precision Industry Co Ltd or Foxconn
- Chairman of Asia Pacific Telecom, one of Taiwan ISP

by acquiring TBC of APTT and merging w APT, it probably make his co top 3 position in Taiwan ISP.

hope to see APTT to be better managed.

just back from Taiwan holiday, the internet is free in public places like MRT stations, train station, airport, even to tourists.

so, would think it is not as lucrative biz as Sg.
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in sg, internet is free at major shopping malls, airport, some MRT stations, certain entertainment outlets and many other places.
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Just to provide further context to this transaction:

Nikkei Asian Review Wrote:Livia Wu, an analyst at Yuanta Securities Investment Consulting, said that as existing Taiwanese regulations do not allow the government to invest in the media industry, Foxconn and Asia Pacific Telecom have to rely on Lu to proceed with the acquisition as both companies are partly owned by the state.

Src: http://asia.nikkei.com/Business/AC/Seeki...e-operator
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