I don't see it as a coin flip. The eps was reduced dramatically by discontinued operations. The eps on continuing operations was $0.20 per share. The revenues are very solid and I expect continued strong growth. I agree that the current dividend level may be reduced. I really don't care much. This is a growth story. It would be nice to get clarification on how the real estate could be monetized. Even having said that eps will be positive and reflect the growth potential. It is normal to see some jitters on investing in China but this is a premier opportunity in my opinion.
I think that keeping a dividend,even a reduced dividend, would be a major surprise. I hope that the current share price reflects an expectation that the dividend will be eliminated for next year.
I will be interested to see what the company says about the level of electronic manufacturing it expects for next year. Of course, any updates on the real estate development plan would be helpful,as well.