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НТЕ Message Board

chan_lei_ha 47 posts  |  Last Activity: May 8, 2013 10:16 AM Member since: Jan 10, 2013
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  • chan_lei_ha chan_lei_ha May 8, 2013 10:16 AM Flag

    I heard Chinese men like to have a white girlfriend or mistress to show off. Similar to how Chinese companies like to hire white CEOs to show off. jujujujujujujujujuju

  • Reply to

    Brian White Topeka Lowers Price target to 15

    by davidchaz118 Apr 25, 2013 3:18 PM
    chan_lei_ha chan_lei_ha Apr 28, 2013 2:14 AM Flag

    Hello wonkko,

    Brian White report say Nam Tai worth $15 because assets. Nam Tai have around $5 net cash and he think current Shenzhen land worth $6.00 to $6.50 per share. It mean he think other parts Nam Tai business have net value $4 and it add up to $15.

  • Reply to

    Brian White Topeka Lowers Price target to 15

    by davidchaz118 Apr 25, 2013 3:18 PM
    chan_lei_ha chan_lei_ha Apr 27, 2013 6:05 PM Flag

    I not understand why Brian White cut estimate so dramatic. I have relative try get report and he tell me White now only think Nam Tai have $550 million revenue for 2013. Consider Nam Tai do over $1 billion in 2012. And 2012 only have about 6 month produce tablet lcm and 4 month produce phone lcm.

    Unless Apple stop use JDI or Sharp for panels suppliers. Or JDI or Sharp stop use Nam Tai I don't estimate sp possible low. Either White have very good inside info or he very wrong.

  • Reply to

    I warned you all this was a Chinese scam ...

    by muddy_rivers Apr 26, 2013 3:58 PM
    chan_lei_ha chan_lei_ha Apr 26, 2013 4:48 PM Flag

    I think you two liars and not even short single share of stock. Maybe even same person who use different username for talk with self.

  • Reply to

    2 positive developments

    by sean777007 Apr 26, 2013 4:26 PM
    chan_lei_ha chan_lei_ha Apr 26, 2013 4:43 PM Flag


    I not think stock bashers mean anything. When trader see stock down good percentage they also short stock hoping it drop more and go bash stock on message board. The calls may be also bought by short for hedge. When basher cover profits and move money to other stock they go away

    Only thing important is earnings on Monday. It already expect earnings for Q1 not that good but maybe it not that bad as analyst who downgrade stock yesterday think. But guidance for rest year very important for if stock fall more or recover.

  • Look like big investor not want to hold for earnings.

  • Reply to

    Apple and all supposed suppliers

    by bobforaps Apr 22, 2013 3:19 PM
    chan_lei_ha chan_lei_ha Apr 23, 2013 1:23 AM Flag

    Many Apple supplier stock trade close to or at 52 week low because of Apple decline. So for compare Nam Tai not do as bad.

    I think dividend help provide some support for stock. So even if earning result for Apple and Nam Tai not so good, dividend should help give some support to stock at around $10 because $10 give dividend yield 6%. However if scared because have lot money in Apple supplier stocks can buy some Apple puts when market open before Apple earnings for hedging.

  • Reply to

    What's with all this volatility??

    by Apr 11, 2013 12:21 PM
    chan_lei_ha chan_lei_ha Apr 11, 2013 3:24 PM Flag

    I think because low trade volume and interest recent it easy for move stock with relative small orders. Recent past month see sell of only around 20,000 share move stock down over 1%. Maybe volume return close earnings or after earnings for provide more liquidity.

  • Reply to

    land value redux

    by koyak23 Apr 1, 2013 2:03 PM
    chan_lei_ha chan_lei_ha Apr 4, 2013 3:28 PM Flag

    Hello wonkko,

    Nan is word for South in Chinese. So there lot street names with the word.

    I think Nam Tai use Nam in their name instead Nan because company original Hong Kong where speak Cantonese instead Mandarin. Character almost exact same in both dialect but pronounce slight different. So when translate to English word to pronounce for English use can be slight different too.

  • Over 500,000 shares trade Monday and today with strong sell pressure. It look like selling may continue more this week.

    Selling possibly relate to information on weaker demand Apple product or maybe other new not release to public yet. Stock of other know Apple supplier like CRUS, OVTI, and SWKS also down good amount so far for week.

  • Reply to

    Land Value

    by rentierparasite Mar 31, 2013 1:41 PM
    chan_lei_ha chan_lei_ha Apr 1, 2013 12:49 AM Flag

    If you can get land in Shenzhen for only $20 square feet I think you should buy as much can afford. I don't know industrial land but even very cheap resident land in Shenzhen at least 10,000 RMB square meter. If math correct that approximate $150 square feet. I not think resident land is 7 time more expensive industrial land.

    However should not invest Nam Tai for real estate. Should only invest Nam Tai if believe core business of company. Construction of new facility in Shenzhen not complete until 3 years later. Hard for predict China real estate market and how new Qianhai district do 3 year in future now. Some say every year real estate market in China crash but other say well just deflate self after all government controls impose.

    Some also say Qianhai financial district will become very big and important. but other also say location is not very desirable. Unless government give lot business and tax advantage it may not develop to important financial center.

  • Reply to

    Very low trade volume recent

    by chan_lei_ha Mar 26, 2013 4:16 PM
    chan_lei_ha chan_lei_ha Mar 28, 2013 2:59 PM Flag

    It look like it just lack of new buyer interest for Nam Tai. Only little above 100,000 shares trade right now. Can move stock down 2% with very little shares. Maybe volume pick up and more day trader enter stock again after Q1 earnings.

  • This month volume trade for Nam Tai is very low. Before often trade over 500,000 shares for day. This month lot of day where only trade 200,000 to 300,000 shares. Today only just trade 140,000 shares.

    I think this mean day trader and high growth investor who want make fast profit already exit stock. Also mean those who believe in company future already accumulate most of position and just holding stock for now.

  • Reply to

    Trailig earnings 3/31/13

    by financebug2000 Mar 15, 2013 3:41 PM
    chan_lei_ha chan_lei_ha Mar 16, 2013 7:36 PM Flag

    I think 40 cents to 60 cents of earnings per for share for Q1 of 2013 is to optimistic. Have for remember that Chinese New Year holiday is in Q1. So only get maybe 2 months and 1 or 2 weeks production for the entire 3 months in Q1. I think earnings between 20 cents to 30 cents per share.

  • Reply to


    by dangiteli Mar 16, 2013 5:50 PM
    chan_lei_ha chan_lei_ha Mar 16, 2013 7:26 PM Flag

    Hello. Current there already 1 analyst who cover Nam Tai. He named Brian White from Topeka Capital Markets. Just start coverage of Nam Tai last month. But he not very optimistic on Nam Tai. Only estimate
    company earn $1.10 per share for 2013. That even less then earnings of 2012.

  • Reply to

    Q1 may not be a disaster

    by bobforaps Mar 12, 2013 4:11 PM
    chan_lei_ha chan_lei_ha Mar 13, 2013 8:51 AM Flag

    Of course quarter 1 numbers will be lower then quarter 4 numbers. This is true for all company with work or product relate to consumer electronics. Especially in China since Chinese New Year is in quarter 1.

  • Few day ago when selloff start there news reports of Foxconn factory of Shenzhen stop new hire because weaker demand Apple products. It estimate a very large percent of work in Foxconn Shenzhen is for Apple. Maybe over 75%. So this lead to selling in many stock that provide parts or work to Apple. Include Nam Tai.

    Some not familiar China may hear hire freeze do not sound so bad since at least there no layoff. But some no understand that it time of Chinese New Year holiday. During Chinese New Year almost all worker return home family.

    There many worker that come from other city, rural areas of China, and other province far to work in factory in big city like Shenzhen. This include young Chinese teenager who only 16 to 19 and leave father, mother and family. There are also many worker who parent and have leave young children back home while they travel far for work. OInly get see children during Chinese New Year each year when go home.

    So usual during Chinese New Year when come back to family after long year work, many decide not to go back factory and instead find work close home because miss family or because work at factory to hard or boring. The percent vary by company but not unusual sometime for as much 15%-20% employee no return. Especial at big factory where working condition is bad and managers very mean to workers.

    So even if only 10% do not return for work and Foxconn Shenzhen have hire freeze. It mean they reduce total workers by 10% and demand is declining.

  • Reply to

    shares traded

    by vitalsinmaine Feb 12, 2013 9:18 AM
    chan_lei_ha chan_lei_ha Feb 12, 2013 11:22 AM Flag

    I think new analyst coverage will attract new buyers with money. Stock do very well since after fall 7% earnings day. I think high growth investor who want make fast money leave and more long term investors remain now.

  • Reply to

    New PPS target $9,50 --$ 10

    by infn444 Jan 28, 2013 8:07 PM
    chan_lei_ha chan_lei_ha Feb 6, 2013 2:58 AM Flag

    Yes the number 4 is consider very unlucky for Chinese because way pronounce almost sound same as Chinese word for die or death.

    Good number for Chinese is number 8 because sound little similar to the Chinese word for get rich/wealthy. So associate the number 8 with wealth.

    One best number combination for Chinese is 168. Because when pronounce almost sound like say always get rich/keep on getting more rich.

  • Reply to

    3M buildable square feet

    by jaretwilson Feb 1, 2013 7:33 PM
    chan_lei_ha chan_lei_ha Feb 1, 2013 8:10 PM Flag

    Is Nam Tai Shenzen not locate in BaoAn district? If so then it locate in district which next to Qianhai economic zone. Does only business locate inside special economic zone have tax advantage or those in neighbor district get advantage to?