SKT Sky Network Television Limited.

[Jay]

Wonder if there pricing/packages will change, with the likes of ShowmeTV or whatever, coming on stream, which could affect revenues

I currently have the basic package thru Telecom/Spark which was at a discount once upon a time, not now, same price now as if with Sky directly, so maybe I will be courted by one or both (yeah right), either way I suspect Spark will ditch the Sky payment from the monthly bill at some stage in the near future??

[gv1]

I'd agree that the two can't be compared on raw numbers alone. But even on that basis, I don't see a great deal of over or under-pricing. SKT's interim profit is around 21cps, or about 28x the shareprice. FRE's is 14.1c or 32.6x - if I have the numbers right!

Thanks mate. My calulator must have played up. Somehow I was getting different number.

[gv1]

Cheers mate noodles.

[noodles]

New High Estimates (from yesterday)
FY14 High EPS from 40.6 to 47.7.
FY15 High EPS from 45.7 to 49.5

FY15 pe at last nights close (6.12) using high estimate = 12.36

I don't know who the broker is as I've sourced my info from http://www.reuters.com/finance/stock...?symbol=SKT.NZ

You may ask why I don't use mean estimates? I think these are out of date since it was only 2 days since their half year result and brokers are have yet to revisit the results and release new broker reports.

DISC: Long SKT

This is not advice to buy.

[noodles]

New High Estimates (from yesterday)
FY14 High EPS from 40.6 to 47.7.

Morningstar have released new estimate
FY14 40.5 FY15 44.7

Big difference there.

Company Fy14 estimate range given at half year (monday) was .398c -.411c

So we need to ask ourselves what the High Estimate broker is smoking? Maybe fat fingers?

[Hoop]

Not having SKY anymore I was unware that SKY wasn't showing the NZ Golf Open live....
It an interesting development NZ golf is doing.. a first for them...streaming it live via their website..
They seemed happy as 1500 tuned in yesterday to watch (part of) it...

I'm watching it at 720P high definition**... no buffering...slight motion judder but overall its looking good (crystal clear) ....and...technology will continue to improve

http://www.nzopen.co.nz/live-stream.html

NZ golf is giving the Url feed to anyone with a website...I see the NZ Herald has NZ golf url live feed in their sports section.

A new era dawning is it....

** Disc: I have $99/m no data caps .. 30/10 fibre plan (28 mb/sec download)

[artemis]

On NBR but behind the paywall - Analyst raises prospect of Sky TV special dividend.

SKT have done this before, 2012 I think. Can anyone tell us which analyst?

[noodles]

On NBR but behind the paywall - Analyst raises prospect of Sky TV special dividend.

SKT have done this before, 2012 I think. Can anyone tell us which analyst?

Morningstar

[Bjauck]

Will SKT need to be scared of TEL's new Lightbox service? Will SKT have its work cut out defending its domination of pay tv in NZ?

[Zaphod]

Will SKT need to be scared of TEL's new Lightbox service? Will SKT have its work cut out defending its domination of pay tv in NZ?

That really depends upon content rights, pricing and the quality of both SKT and TEL's SVOD service. IMO we don't have enough information at this point to make an immediate call, however in the long run I think SKT have their work cut out defending content rights as other big players bid healthy sums to secure such rights and potential customers progressively usurp geo-locking to obtain access to cheaper overseas provisioned content.