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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (13447)12/15/2001 2:22:18 PM
From: blankmind  Respond to of 78595
 
- thanks for the run down on ntai - good to see that it's depressed stock price has been confounding folks for so long

- 2 more pluses for ntai:

- #1 - Indonesia & Malaysai were going to be the next Asian Tigers - but the civil upheaval & attacks on Westerners & Chinese types - have prevented a lot of companies from moving there

- #2 - NTAI has been given a few tax breaks & preferential gov't deals - some speculate on yahoo that it's b/c NTAI is basically a local Chinese company & well-connected



To: Paul Senior who wrote (13447)12/18/2001 6:46:41 PM
From: blankmind  Read Replies (1) | Respond to of 78595
 
Paul,

- are you still holding your nam tai (ntai)?

- if you look at the company's book value - it's about $15/share

- earnings are about $1.75

- but given the way NTAI practically stole some plants in a distress sale a few years back; I think their real book value is maybe $20/share

- in any event, put a 20 p/e on earnings + book & you get a share price considerably higher than today's $18


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