Wed, Apr 23, 2014, 11:51 AM EDT - U.S. Markets close in 4 hrs 9 mins

Recent

% | $
Quotes you view appear here for quick access.

Nam Tai Electronics, Inc. Message Board

lizheng19672002 44 posts  |  Last Activity: Apr 3, 2014 1:55 PM Member since: Jul 11, 2007
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    final IPO price is set at $NT28

    by lizheng19672002 Mar 31, 2014 10:18 PM
    lizheng19672002 lizheng19672002 Apr 3, 2014 1:55 PM Flag

    When they sell to retailer through lottery (1.8 million), they listed $NT28, maybe lower for institution buyer.

    Sentiment: Strong Buy

  • lizheng19672002 by lizheng19672002 Apr 3, 2014 1:49 PM Flag

    wish you did not sell imos to buy that one.

  • lizheng19672002 by lizheng19672002 Mar 31, 2014 10:18 PM Flag

    I expect at least 40% jump from this price on 4/11.

    Sentiment: Strong Buy

  • Reply to

    Please explain 8150 offering price of 25-30

    by jamcracker25 Mar 27, 2014 12:30 PM
    lizheng19672002 lizheng19672002 Mar 27, 2014 8:28 PM Flag

    Caffein, I think MEMS refers to fingerprinter sensor, ASX for Apple and Chipmos for Validity.

    Sentiment: Strong Buy

  • Reply to

    Please explain 8150 offering price of 25-30

    by jamcracker25 Mar 27, 2014 12:30 PM
    lizheng19672002 lizheng19672002 Mar 27, 2014 7:39 PM Flag

    Ecoli, your faith should be rely on the fundamental of the company rather than any one of us. FYI. I did not sell any share from core. If it goes under $21, I will buy some in the money calls like strike price being $17.5 for April or June since I do not have a lot of cash right now.

    Sentiment: Strong Buy

  • lizheng19672002 lizheng19672002 Mar 25, 2014 9:48 PM Flag

    _ch/03_ir/036_conference-detail.aspx?dpid=3

    you have to add chipmos main site address. It will not allow me to post link.

    Sentiment: Strong Buy

  • lizheng19672002 lizheng19672002 Mar 25, 2014 1:47 PM Flag

    several things to add:
    1. gross margin improvement only 15% come from lowered deppreciation, most comes from better product mix and other cost reduction.
    2. Finger sensor assembly has broad application such phone,automobile and credit card (huge market if it comes true), chipmos start develop from 1999 being the first one in taiwan with national semiconductor.

    Sentiment: Strong Buy

  • 1. company said it is all good news.
    2. relationship with micron is healthy with monthly increase.
    3. gross margin this year is 20%-23%
    4. 2k4k demand strong, will also increase Niche memory demand
    5. can weather the ASP prssure from Korea very well, gross margin won't be affected.
    6. positive surprise regarding Layout outcome COF tape material will be announced soon
    7.Fingerprint assembly is ready to go.
    8. a lot of cash, bank is afraid of deby being reduced so quickly
    9. capex do not increase, however, revenue still grow due to extension of life of old marchine
    capex is displined wth 15-18% of the revenue

    Sentiment: Strong Buy

  • Reply to

    Some news translaton from Taiwan A2

    by lizheng19672002 Mar 25, 2014 12:55 PM
    lizheng19672002 lizheng19672002 Mar 25, 2014 1:00 PM Flag

    continue....A3
    Mixed with gold bumps in the business section , said ChipMos cut mixed gold bump field has two to three years , to develop their own technology , no patent issues , with gold bumps based on patented technology, mixed gold bump technology derived from copper and nickel plating technology can further cut logic and mixed-signal products and wafer level chip scale package (WLCSP) fields.

    Sentiment: Strong Buy

  • Reply to

    Some news translaton from Taiwan A2

    by lizheng19672002 Mar 25, 2014 12:55 PM
    lizheng19672002 lizheng19672002 Mar 25, 2014 12:59 PM Flag

    more news A3
    ( Central News Agency reporter Zhong Rongfeng Taipei March 25, 2014 Electric ) beta giant South Mao ( 8150 ) , chairman Zheng Shijie said , promising big 4K2K TV shipments and penetration exponential growth this year , South Mao driver IC packaging and testing and niche memory IC packaging and testing body is expected to become a major growth driver .

    South Mao held this afternoon before the listing of results will be published .

    Chairman Zheng Shijie said , promising big 4K2K TV shipments and penetration performance this year , estimated this year 4K2K LCD TV panel shipments reach 15 million , the market penetration of up to 6.3% in 2015 up to 26 million shipments tablets, the market penetration of up to 10.5% in 2015 does not exclude the opportunity this year to achieve the target .

    Zheng Shijie noted , 4K2K panel LCD driver IC demand led to exponential growth , 4K2K big TV penetration is expected to increase year by year , estimated ChipMos driver IC and driver IC packaging and testing required to ship Tape COF (COF) packaging growth optimistic.

    In addition to the driver IC addition , Zheng Shijie noted , 4K2K resolution raise large TV will bring niche memory requirements , estimated ChipMos niche memory IC packaging and testing can be a growth momentum .

    Corporation that last year, the driver IC packaging and testing plus bump wafer (Bumping) accounted for approximately 45% of the results .

    Legal pointed out , 4K2K TV is expected to drive large ChipMos higher gross beta COF panel shipments , the driver IC packaging and testing and wafer bump in gross profit margin , but also packaging and memory tests than the higher gross profit margin .

    Sentiment: Strong Buy

  • lizheng19672002 by lizheng19672002 Mar 25, 2014 12:55 PM Flag

    ( Central News Agency reporter Zhong Rongfeng Taipei March 25, 2014 Electric ) corporation estimates that the beta giant South Mao ( 8150 ) this year, gross margin fell from 20% to 23% range, first quarter gross margin of 20% accessible .

    South Mao held this afternoon before the listing of results will be published .

    Legal estimates ChipMos earliest possible listing in mid- April , the estimated market price fell 25 yuan to 30 yuan range.

    ChipMos the annual combined gross margin of 17.52 percent last year , 13.24 percent over the previous year increased by 4.28 percentage points.

    Looking ahead, legal representation , ChipMos this year continue to adjust product mix , production capacity is expected to increase efficiency , estimated ChipMos year gross margin this year , may fall 20% to 23 % range .

    From the product line , corporate forecast , will be expanded this year ChipMos 12-inch gold bump manufacturing capacity , estimated monthly production capacity from the current 24,000 , raised to 28,000 , estimated in the third quarter to expand production .

    Visibility from order point of view, corporate forecast , ChipMos order visibility can be seen in May , March to May results expected monthly upward.

    Prospect and the first quarter , corporate forecast , ChipMos March compared to January results can be slightly better results can be compared with the first quarter last year, unchanged from the fourth quarter , slightly better compared to last year is estimated in March .

    Legal estimates ChipMos first quarter gross margin of 20% accessible .

    Last year the proportion of revenues from products other point of view, South Mao said that niche dynamic random access memory (DRAM) accounted for 15.2% beta , standard DRAM accounted for 12.4% , accounting for 19.4 percent of flash memory , SRAM accounting for 2.6% , accounting for logic and mixed-signal of 6.5% , the driver IC packaging and testing accounted for 24.7% , gold bump manufacturing accounted for 19.2%.

    Sentiment: Strong Buy

  • Reply to

    some news translation from Taiwan A1

    by lizheng19672002 Mar 25, 2014 12:52 PM
    lizheng19672002 lizheng19672002 Mar 25, 2014 12:53 PM Flag

    Continue......

    will not let outsiders disappointed.

    Corporate estimates , last year 's top five customers accounted for South Mau Mau South performance overall proportion , about 50% to 55 %.

    Sentiment: Strong Buy

  • lizheng19672002 by lizheng19672002 Mar 25, 2014 12:52 PM Flag

    ( Central News Agency reporter Zhong Rongfeng Taipei March 25, 2014 Electric ) beta giant South Mao ( 8150 ) , chairman Zheng Shijie said the sustained and healthy cooperation with Micron , ChipMos three applications in fingerprint package is ready to be announced in the near future COF layout achievements tape material.

    South Mao held this afternoon before the listing of results will be published .

    Legal asked about the impact of memory maker Micron (Micron) if the ASE ( 2311 ) for further cooperation on the South Mao , Zheng Shijie noted that cooperation with Micron ChipMos so far more than 10 years , co- total shipments more than 2 billion , is currently working with Micron maintain cooperation monthly shipments increased month by month trend , the cooperation of health .

    Fingerprint package in part , Zheng Shijie said , back in 1999 , on the south -mao cooperation with the U.S. Department of customers cut fingerprint packaging field , products used in credit cards and IC cards.

    He said that the current ChipMos package already have in fingerprint -based and related technologies required for large-size driver IC Tape COF three (COF) packaging , capacitor package and ball grid array (BGA) packaging, etc. applications ChipMos are ready , estimated over the next three years with development potential fingerprint package .

    For Korean rival driver IC packaging and testing bargain competition, Zheng Shijie said , packaging and testing prices to go with the market trends , market supply and demand considerations , quality and packaging and testing services related ChipMos in material cost control and production efficiency of many , could be competitive opponents downward pressure on prices , stable gross margin performance .

    4K2K big TV driven reel packaging material required for large-size panel demand driver IC, Zheng Shijie said , estimated after the listing is complete, will find time in the layout of the results of external reporting COF tape material ,

    Sentiment: Strong Buy

  • Reply to

    Simple question for the board

    by sean777007 Mar 18, 2014 10:34 PM
    lizheng19672002 lizheng19672002 Mar 19, 2014 2:06 PM Flag

    one news said the IPO date is 4/11, nothing official.

    Sentiment: Strong Buy

  • Reply to

    Simple question for the board

    by sean777007 Mar 18, 2014 10:34 PM
    lizheng19672002 lizheng19672002 Mar 19, 2014 1:32 PM Flag

    it might be the way it is. however, it hard to understand one company can have two pension plans. The management must be getting rich having two plans for them.

    Sentiment: Strong Buy

  • Reply to

    Other Alternatives

    by johnboywalton56 Mar 16, 2014 5:56 PM
    lizheng19672002 lizheng19672002 Mar 17, 2014 11:54 PM Flag

    sign me up. Thanks for the effort。

    Sentiment: Strong Buy

  • Reply to

    Positive article on IMOS on Digitimes

    by memoryxpert Mar 14, 2014 7:20 AM
    lizheng19672002 lizheng19672002 Mar 14, 2014 4:22 PM Flag

    same here, 2k $22.5 and 2k $25 CC. If it get call next week, I will use the fund to buy more MU to diversify it.

    Sentiment: Strong Buy

  • lizheng19672002 by lizheng19672002 Mar 11, 2014 11:16 PM Flag

    highest trading volume already (except for offering). One month to go for IPO, I am looking for 10-20% jump. We need analyst coverage, I believe we will get some soon.

    Sentiment: Strong Buy

  • Reply to

    Yutong Bus

    by cascademtnclimber Mar 11, 2014 1:53 PM
    lizheng19672002 lizheng19672002 Mar 11, 2014 5:47 PM Flag

    Good point ynotgoal,

    new energy bus is now only a small portion of their total production, However, such ratio is expected to grow dramatically in future.

    Sentiment: Strong Buy

  • Reply to

    Several thoughts on conf call/outlook

    by memoryxpert Mar 11, 2014 9:23 AM
    lizheng19672002 lizheng19672002 Mar 11, 2014 4:36 PM Flag

    Caffeine. thanks for your effort during the earning conference call to clarifying possible confusion during to minority interest change. I do wish they could bring our ownership of imost back to 70% by buying back imost shares.

    Sentiment: Strong Buy

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.