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Nam Tai Electronics, Inc. Message Board

chat_noir_7 3 posts  |  Last Activity: Jan 25, 2013 9:17 AM Member since: Jan 15, 2013
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  • http://seekingalpha.com/article/1129911-nam-tai-shares-could-triple-despite-apple-s-issues?source=yahoo

  • chat_noir_7 by chat_noir_7 Jan 18, 2013 12:04 PM Flag

    No idea what the facts are. The market has a lot of people that play the next quarters earnings so you can always expect selling on uncertainty. NTE has proven themselves to be a quality supplier so I'll just wait . I would think a high quality low-cost supplier would have all the customers they can handle in this business in the long run. Just My guess. We'll see.

  • chat_noir_7 by chat_noir_7 Jan 15, 2013 9:17 AM Flag

    Sterne Agee doesn’t believe weak iPhone 5 demand talk
    Shaw Wu, analyst at brokerage Sterne Agee, isn’t buying it.

    “We believe there is great confusion with press reports of order cuts and weak demand. From our understanding, the reason is two-fold: (1) much improved yields meaning lower component builds and (2) supplier shifts. As far as we can tell, iPhone 5 demand remains robust,” the analysts wrote Wednesday morning. Sterne Agee has a buy rating on Apple with a price target of $840 a share.

    Wu said that based on checks with suppliers, they expect Apple to report in-line revenue and beat earnings per share forecasts driven by iPhone upside when they report on Jan. 23. Guidance, however, is likely to be “vintage conservative,” the analyst wrote.

    “ We continue to believe iPhone shipments and gross margin will likely surprise to the upside. We remain comfortable with our forecast looking for 47.5 million units vs. consensus at 46-47 million. Our supply chain checks indicate much improved yields and ramped iPhone 5 capacity as the quarter has progressed. For this reason, we are modeling gross margin of 38.7% vs. expectations of 38.3% and guidance of 36%,” Wu said.

NTE
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