The companies in my/ my wife's portfolio are APTT, FSL and Lee metals. I won't go into details or numbers, but what I am looking out for in their report. 1) APTT Hope to see:

1. a) Tai Chung contributing, and/ or
2. b) Better cross selling, with prenium TV ARPU and Rev improving
3. c) The above happening leading to a sustainable dividend payout

In reality: None of the above happened. In fact, more bad news in the form of lower basic cable rate. Although the drop of 10-15 NT dollars is a small of 2-3% of ARPU, it's still a bad thing. Capex will intensify due to new NCC ruling. I don't buy the management's statement it will lead to better bundling of products. Last straw is Taichung Execution is again dragging, this time due to negotiation with content providers. In their prospectus, they mention there is no killer ......