Apple Stock Could Rise From Strength In This Key Segment

TheStreet2021-04-14

Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock. Third-...

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精彩评论

pennylks
2021-04-15
pennylks
🍎
SSVC
2021-04-15
SSVC
Nice Appreciate your response and comments Thanks
- deeplearning:
  done, please like and reply~
- Acella:
  😀
- SSVC:
  [强][握手]
- SSVC:
  [强][握手]
KydenC
2021-04-14
KydenC
Good!
JavierLee
2021-04-14
JavierLee
like and comment pls
Irene104
2021-04-14
Irene104
Good
- Edmund870:
  ...
Nivlek
2021-04-14
Nivlek
New product coming soon. [得意]

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This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-...</p>\n\n<a href=\"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AAPL","symbol_name":"苹果","start_time":0,"source_url":"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment","article_id":"1120508319","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1120508319","pubTimestamp":1618387670,"columns":[],"sourceInfo":null,"weMediaInfo":null,"summary":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. Th","collect":0,"end_time":0,"defaultTopTitle":"thestreet.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AAPL":"苹果"},"translate_title":"苹果股票可能会从这一关键板块的强势中走高","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":0.9},"content_text":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.\nApple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.\nFigure 1: MacBook Pro 13\"\nIndustry-wide themes in PC\nAt the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.\nIt is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:\n\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n\nFrom the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:\n\nLenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;\nDespite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;\nApple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.\n\nHow Apple stock could benefit\nThe Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.\nHowever, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.\nFigure 2: Mac revenue growth since fiscal 2019.\nShould Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares 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Appreciate your response and comments Thanks&nbsp;","listText":"Nice Appreciate your response and comments Thanks&nbsp;","text":"Nice Appreciate your response and comments Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/344737223","repostId":1120508319,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4038834,"gmtCreate":1618446131589,"gmtModify":1635738734634,"authorId":3574295750075516,"author":{"id":3574295750075516,"idStr":"3574295750075516","authorId":3574295750075516,"name":"deeplearning","avatar":"https://static.tigerbbs.com/d2aba15d86bd565c323909be00778983","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":344737223,"type":1,"supId":0,"prevId":0,"content":"done, please like and reply~","text":"done, please like and reply~","html":"done, please like and reply~"},{"id":4041702,"gmtCreate":1618469015842,"gmtModify":1635738511837,"authorId":3563150446821026,"author":{"id":3563150446821026,"idStr":"3563150446821026","authorId":3563150446821026,"name":"Acella","avatar":"https://static.tigerbbs.com/2712c4bb0bfbec4d2773e012189db3bc","vip":1,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":344737223,"type":1,"supId":0,"prevId":0,"content":"😀","text":"😀","html":"😀"},{"id":4041981,"gmtCreate":1618472912562,"gmtModify":1635738495165,"authorId":3574906731000207,"author":{"id":3574906731000207,"idStr":"3574906731000207","authorId":3574906731000207,"name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":344737223,"type":1,"supId":4038834,"prevId":0,"content":"[强][握手]","text":"[强][握手]","html":"[强][握手]"},{"id":4041984,"gmtCreate":1618472933347,"gmtModify":1635738494842,"authorId":3574906731000207,"author":{"id":3574906731000207,"idStr":"3574906731000207","authorId":3574906731000207,"name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":344737223,"type":1,"supId":4041702,"prevId":0,"content":"[强][握手]","text":"[强][握手]","html":"[强][握手]"}],"langContent":"EN"},{"id":344804347,"gmtCreate":1618392652489,"gmtModify":1634293268145,"author":{"id":"3568891514747061","authorId":"3568891514747061","name":"KydenC","avatar":"https://static.tigerbbs.com/80d84946aef477bc8aa11431b6dd130d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3568891514747061","authorIdStr":"3568891514747061"},"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344804347","repostId":1120508319,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":344177423,"gmtCreate":1618392061662,"gmtModify":1634293273134,"author":{"id":"3574312668716152","authorId":"3574312668716152","name":"JavierLee","avatar":"https://static.tigerbbs.com/e9e2b1208cd4e22ee8db123af7ee28e5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3574312668716152","authorIdStr":"3574312668716152"},"htmlText":"like and comment pls","listText":"like and comment pls","text":"like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344177423","repostId":1120508319,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":344176810,"gmtCreate":1618391678630,"gmtModify":1634293275447,"author":{"id":"3579485832735627","authorId":"3579485832735627","name":"Irene104","avatar":"https://static.tigerbbs.com/51a81271b5c1b4f1ca7b728f547fc3ba","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3579485832735627","authorIdStr":"3579485832735627"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/344176810","repostId":1120508319,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4032855,"gmtCreate":1618391739834,"gmtModify":1635739098457,"authorId":3573876606079351,"author":{"id":3573876606079351,"idStr":"3573876606079351","authorId":3573876606079351,"name":"Edmund870","avatar":"https://static.tigerbbs.com/dc8e73fa1f2be455e27f1ea087e2108c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":344176810,"type":1,"supId":0,"prevId":0,"content":"<p>...</p>","text":"<p>...</p>","html":"<p>...</p>"}],"langContent":"EN"},{"id":344159055,"gmtCreate":1618389719877,"gmtModify":1634293291656,"author":{"id":"3574990000560529","authorId":"3574990000560529","name":"Nivlek","avatar":"https://static.tigerbbs.com/d41f4149425ab3638407f5a060aa3b14","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3574990000560529","authorIdStr":"3574990000560529"},"htmlText":"New 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