Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of electronics manufacturing services specialist Nam Tai Electronics (NYSE:NTP) soared a staggering 38% today after its quarterly results and guidance blew out expectations.

So what: The company's third-quarter results were so impressive -- EPS jumped to $0.54 from $0.02 in the year-ago period on revenue growth of 198% -- that Wall Street has no choice but to raise its growth estimates yet again. Nam Tai has benefited greatly from the production boost of liquid crystal display modules for popular mobile gadgets, and today's results suggest that the trend isn't about to slow anytime soon.

Now what: Based on its present cash position and upbeat future outlook, Nam Tai raised its 2013 quarterly dividend a whopping 114% to $0.15. "[M]anagement anticipates its customer orders would grow steadily and the existing production capacity would be expected to reach full capacity before the end of 2013," the company said in a statement. With the stock now up a whopping 185% over just the past six months, however, much of that bullishness might already be baked well into the valuation.

Interested in more info on Nam Tai? Add it to your watchlist.

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