tag:blogger.com,1999:blog-2558835596101121602.post4916298035341604336..comments2024-02-29T13:59:08.383+08:00Comments on Singapore IPOs: Asian Pay Television TrustMr. IPOhttp://www.blogger.com/profile/16449331327581040185noreply@blogger.comBlogger17125tag:blogger.com,1999:blog-2558835596101121602.post-6382415892799468802013-05-27T09:22:30.534+08:002013-05-27T09:22:30.534+08:00Mr IPO,
Will you be trying your luck at the atm, o...Mr IPO,<br />Will you be trying your luck at the atm, or waiting to buy cheaper when it is listed ???????Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-64761266221236774922013-05-25T23:24:32.803+08:002013-05-25T23:24:32.803+08:00I think my last comment on my concern is wrong. If...I think my last comment on my concern is wrong. If MIIF unit holders elect to receive cash, the aptt will sell more units. If they elect to receive units, then less shares will be available. Mr. IPOhttps://www.blogger.com/profile/16449331327581040185noreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-32543192600499493522013-05-23T10:57:22.322+08:002013-05-23T10:57:22.322+08:00Monday is the closing date a little too late? It w...Monday is the closing date a little too late? It would be good if we can know of the allocation before making a decision whether to apply or otherwise. Please do let us know if you have any inkling relating to the number of shares given to big timers.Tks.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-54258058235693634372013-05-23T10:37:31.882+08:002013-05-23T10:37:31.882+08:00Not sure yet. Will only know on Monday due to pote...Not sure yet. Will only know on Monday due to potential clawback from MIIF shareholders. Mr. IPOhttps://www.blogger.com/profile/16449331327581040185noreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-12353882332846697272013-05-23T10:09:11.209+08:002013-05-23T10:09:11.209+08:00Mr IPO,
Mind to share with us how many lots you h...Mr IPO,<br /><br />Mind to share with us how many lots you have been allotted for APTT ? Many thanks.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-27627918466969065762013-05-21T23:40:15.814+08:002013-05-21T23:40:15.814+08:00Gartside, nice observation on lack of proforma BS....Gartside, nice observation on lack of proforma BS. Great analysis on EBITDA multiples too. YCnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-9434941882588022512013-05-21T13:52:31.570+08:002013-05-21T13:52:31.570+08:00Hi just wondering if there is the new Capitaland C...Hi just wondering if there is the new Capitaland Convertiable Bonds are open to the public or are they in large lots for 250000 each?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-32936972271945442612013-05-21T10:58:19.576+08:002013-05-21T10:58:19.576+08:00Results not out yet for me. Nothing for Soilbuild....Results not out yet for me. Nothing for Soilbuild. Mr. IPOhttps://www.blogger.com/profile/16449331327581040185noreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-6419229592111733652013-05-21T10:25:42.715+08:002013-05-21T10:25:42.715+08:00Hi Mr IPO,
How many lots have you been given by yo...Hi Mr IPO,<br />How many lots have you been given by your broker ?? And have you also been alloted some for Soilbuild ?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-86102233712261629992013-05-20T10:38:41.238+08:002013-05-20T10:38:41.238+08:00First, take the cash. Your analyis shows that APTT...First, take the cash. Your analyis shows that APTT is valued a 13x EBITDA whereas MIIF had been valued TBC closer to 11x EBITDA. <br /><br />There are better handle in which to risk your money and get a risk adjusted return. If you can short the stock, do so. <br /><br />MIMAL, a related party to the Trustee-Manager, and MIMAL had a performance deficit of $600 million in MIIF. Is this one great Gartsidenoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-76207809451268534292013-05-20T07:22:04.471+08:002013-05-20T07:22:04.471+08:00I guess the regulations have to change to allow fo...I guess the regulations have to change to allow for "mini" bond offerings and investors need to be educated as well. But frankly given this highly levered structure, the bonds still rank behind the bank debts. <br /><br />Unless u replace the bank debt with bonds as well but that will effectively lower the bond yield as bank debt is probably quite cheap now. Mr. IPOhttps://www.blogger.com/profile/16449331327581040185noreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-26311588163040321092013-05-20T01:49:53.801+08:002013-05-20T01:49:53.801+08:00[[ anonymous 7 ]]
So, I wonder if this whole thi...<br /><br />[[ anonymous 7 ]]<br /><br /><br />So, I wonder if this whole thing (offering) is slightly mis-shaped. <br /><br />Mis-shaped In what sense?<br /><br />Lets say this IPO was an IPO of bonds instead of shares (or "units"). Maybe even convertible bonds.<br /><br />If so, I think I will go for these bonds, or even convertible bonds.<br /><br /><br />Analysing it from a credit Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-19471016637493421772013-05-19T22:58:40.466+08:002013-05-19T22:58:40.466+08:00Despite the hoo-hah over the MIIF management's...Despite the hoo-hah over the MIIF management's supposed incompetence and lack of ambition, the stock actually delivered great dividend yield in the last 2 years when I held it - I cashed out when it peaked recently, before it traded ex-divestment rights<br /><br />Now I am wondering if I should jump back into the fray by applying for the APTT IPO. Especially with all the dividend stocks' lzwnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-4383250462706793992013-05-19T22:24:39.587+08:002013-05-19T22:24:39.587+08:00If an Ah Beng were to steal a packet of chocolate ...If an Ah Beng were to steal a packet of chocolate from a super market, he would be sent to jail.<br /><br />If a brainy guy with bright ideas were to make hundred of million dollars, he would be called Wallen Buffat...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-66191562538904436092013-05-19T21:28:50.120+08:002013-05-19T21:28:50.120+08:00Ha! Ha!
Simple, just take cash and run.Ha! Ha!<br />Simple, just take cash and run.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-47392050801047254932013-05-19T18:17:22.905+08:002013-05-19T18:17:22.905+08:00haha this prospectus is actually not easy to read....haha this prospectus is actually not easy to read... read until quite blur Mr. IPOhttps://www.blogger.com/profile/16449331327581040185noreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-34284983861885303942013-05-19T18:05:44.706+08:002013-05-19T18:05:44.706+08:00Nice Analysis there.. Plus the over-subscription (...Nice Analysis there.. Plus the over-subscription (demand hangover) is not impressive..<br /><br />Much pessimism across forums.. lol not going to support it too!<br /><br />I think better yields can be achieved through Croseus/Perennial Trust..fqfeqhttps://www.blogger.com/profile/04752931088438842728noreply@blogger.com