Nam Tai Electronics, Inc. Message Board

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.

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.

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.

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.

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.

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.

Hello,

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.

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.

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.

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