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Nam Tai Electronics, Inc. Message Board

flipwilson728 7 posts  |  Last Activity: Mar 14, 2014 12:52 PM Member since: Sep 20, 2012
  • flipwilson728 by flipwilson728 Mar 14, 2014 12:52 PM Flag

    I read it, and can only say one word, DEPRESSING

    Looks like NTE has become a long term investment of at least 4 years. The stock can drop much lower based on the many unknowns when converting from a EMS player to a real estate owner and developer.

  • Reply to

    5 year curse?

    by gman1976805 Feb 4, 2014 1:14 PM
    flipwilson728 flipwilson728 Feb 27, 2014 9:19 AM Flag

    Well, I guess that could be a possibility, as NTE leadership (Mr. Koo) put his foot totally in his mouth on the conference calls last year by projecting rosy sales predictions based on their supply contracts and then, whamo, it all goes away with the contract loss, just as the real high volume was to hit. I am sure management does not want to go through that mess again with lawsuits and just plain bad PR about the company. But then, maybe their answer to this is just to stop having conference calls and posts the results. They really do not have to have conference calls unless they want to generate investor interests.

    I would be disappointed if they did go private, I like the company and the management's thinking, they are always trying to create substantial value for shareholders. I think the Real Estate deal is going to be a big within 2 years. If we get into the mid 4's or low 5"s I may start buying again for the long term

  • World's Biggest Tablet, Smartphone Display Maker and Key Apple Supplier to List in March

    TOKYO: Japan Display Inc., the world's biggest maker of displays for smartphones and a key Apple Inc. AAPL -0.08% supplier, is aiming to raise up to $4 billion in what would be Asia's biggest initial public offering so far this year.

    The move, if successful, would represent a rare turnaround for Japan's manufacturing industry, which has been battered by the rise of Chinese and South Korean rivals.

    The company has thrived by taking advantage of its manufacturing scale and focusing its resources on small and medium-size displays, despite earlier criticism that Tokyo was throwing good money after bad when it helped set up the firm in 2012.

    Japan Display was formed from the loss-making liquid crystal display units of Hitachi Ltd., Toshiba Corp. and Sony Corp, with a Japanese government-backed fund pouring $2 billion into the combined entity.

    In addition to making displays for Apple's iPhone 5s and iPhone 5C, Japan Display's client list includes other top U.S. and Asian smartphone makers, according to people in the industry.

    The display maker on Friday gave the first concrete numbers on its lucrative business supplying Apple, saying that the U.S. company accounts for nearly a third of its revenue.

    Japan Display grabbed a top share of 17% in the global market for small and medium-size LCD panels by value of goods shipped last year, according to estimates by research firm NPD DisplaySearch.

    Japan Display said Friday it would offer up to 158 million new shares in the IPO. That could raise ¥170 billion or about $1.7 billion. The company intends to use the money to boost its production capacity and to develop new technologies. In addition, the current shareholders will unload part of their stakes, bringing the total IPO value to an estimated $4 billion.


  • Reply to

    5 year curse?

    by gman1976805 Feb 4, 2014 1:14 PM
    flipwilson728 flipwilson728 Feb 5, 2014 9:32 AM Flag

    Well, NTE could drop to the $3-$4 range again as there will be really no positive news coming to bid this stock up. Remember it takes time to transition from a major electronics manufacturer to a 100% restate developer or land manager type company. In the next few quarterly reports, we may hear about permit approvals, start of construction or maybe given a target timeline going out 2-3 years, but it's hard to get a handle on this one. I expect bumps in the road.

    In the end, investors will make $$$$, Koo & Kellogg will not let you down, but the return could be 3 -4 years out. You could miss out on many other good investments that will appear after this current market correction, which I think is just starting.

  • Reply to

    No volume but trading down strong today

    by fabricone1 Jan 22, 2014 10:48 AM
    flipwilson728 flipwilson728 Jan 22, 2014 10:59 AM Flag

    Maybe replacement supplier is getting their act together and contract extensions are about to end?

    I look at low $6 range as a entry point

  • It has been known for dzeemen to go off and become wacko. This happens daily. But today, his comments show a pattern of total nonsense and fictional thoughts.

    Police have been notified and they will take dzeemen to the local mental hospital for evaluation and treatment for

    lack of integrity, knowledge, and unethical actions.


  • Reply to


    by financebug2000 Jan 9, 2014 1:35 PM
    flipwilson728 flipwilson728 Jan 22, 2014 10:26 AM Flag

    I am sure that JD had a new supplier to replace NTE, no company would ever announce a end of a contract without a suitable replacement. The only reason for extended contracts (I think) is that the new company is having a hard time ramping up volumes and meeting the quality targets required.

    Maybe something good could happen like, JD saying they are going back to NTE as the other company just cannot meet our requirements. (long shot)

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