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Nam Tai Electronics, Inc. Message Board

  • hageneriksson hageneriksson Jan 28, 2013 7:47 AM Flag

    no detailed outlook as usual - but some words of caution issued regarding gross margins

    In the fourth quarter of 2012, the Company’s revenue increased by 263% compared to the fourth quarter of 2011. The Company is currently coordinating with its existing customers, as essential production partners, to further diversify the Company’s product portfolio by developing and manufacturing new model for the existing end-buyer and also extend to other new customers’ LCM products used in smartphones, tablets, ultrabook computers and automobiles, which the Company believes, with confidence, will continue to drive its growth in 2013 of its existing production capacity and production facilities. Due to the high level of competition in the market for tablets, smartphones and ultrabook computers, the Company’s management expects its customer orders will continue to fluctuate and its gross profit would also be under more pressure in 2013.

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    • Hagen you know very well that this type of comment is standard practice of all ethical PR reports. Its called protecting your #$%$..........What you should look at is the comment about future growth!

      Sentiment: Strong Buy

    • "The Company is currently under discussion with its existing customers, as essential production partners, for the manufacturing of another LCM product, which the Company believes will continue to drive the expansion of its existing production capacity and production facilities.
      The Company’s management anticipates its customer orders would grow steadily and the existing production capacity would be expected to reach full capacity before the end of 2013, if the increases in demand for the existing production of LCMs for smartphones and tablets as well as the other new LCM product businesscontinue to hold."

      so in today's release the tone has become decidedly more cautious. Company warns of margin pressures, order fluctuations and the "reach full capacity in 2013" sentence seems to be gone. Should the company call bring no positive news I would expect the stock to trade up initially on good 2012 numbers but to give back these gains as investors digest through the outlook.

      • 2 Replies to hageneriksson
      • Hagen , we do not need a news broadcaster who preaches caution all the time. What purpose are you serving. We do not need you to repeat what the earnings release states.

        If you stay, offer something that is useful.

        Sentiment: Strong Buy

      • Hagen, stop making things up. Go back and listen to the last conference call and you'll hear the same thing about margins. Each quarter they've said to not expect margins to rise. They also gave margin levels for the smartphone/tablet LCMs that have already been exceeded.

        It's the same type of cautionary language that they always use.

        Sentiment: Strong Buy

    • would wait for the conference call to get more insight here - press release doesn't tell much

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