joshuaLim
2021-07-27
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Apple Earnings Preview: What To Know About Greater China
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":809856534,"tweetId":"809856534","gmtCreate":1627360018028,"gmtModify":1633765726037,"author":{"id":4089345785550850,"idStr":"4089345785550850","authorId":4089345785550850,"authorIdStr":"4089345785550850","name":"joshuaLim","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Good read</p></body></html>","htmlText":"<html><head></head><body><p>Good read</p></body></html>","text":"Good read","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/809856534","repostId":1113956090,"repostType":4,"repost":{"id":"1113956090","kind":"news","pubTimestamp":1627031092,"share":"https://www.laohu8.com/m/news/1113956090?lang=&edition=full","pubTime":"2021-07-23 17:04","market":"us","language":"en","title":"Apple Earnings Preview: What To Know About Greater China","url":"https://stock-news.laohu8.com/highlight/detail?id=1113956090","media":"The Street","summary":"Less than a week away from Apple’s earnings day, the Apple Maven addresses Greater China. Could the ","content":"<blockquote>\n Less than a week away from <a href=\"https://laohu8.com/S/AAPL\">Apple</a>’s earnings day, the <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Maven addresses Greater <a href=\"https://laohu8.com/S/CAAS\">China</a>. Could the region outperform once again, after a solid start to fiscal 2021?\n</blockquote>\n<p>Apple’s (<b>AAPL</b>) earnings day lurks around the corner. Ahead of it, the Apple Maven wraps up its preview series talking about Greater <a href=\"https://laohu8.com/S/CAAS\">China</a> – an important piece of the company’s business that has been going through ups and downs in the past few years. Will the region shine again in fiscal Q3?</p>\n<p>As a reminder, we have addressed the following earnings-related topics so far:</p>\n<ol>\n <li>Wall Street’s expectations for revenues and earnings,refreshed as of July 21;</li>\n <li>Theexpected performance of the iPhonein the quarter;</li>\n <li>Howthe iPad could be the star of the showthis time;</li>\n <li>Concerns arounddeceleration in Mac revenue growth;</li>\n <li>Whathistory says about trading AAPLaround earnings day.</li>\n</ol>\n<p><b>Some background first</b></p>\n<p>Once upon a time, Greater China wasone of Apple’s key growth opporunitiesthat seemed to be materializing quickly. In 2015, <a href=\"https://laohu8.com/S/AONE.U\">one</a>-fourth of the Cupertino company’s revenues came from the region, fueled by the popularity of the brand and a thriving upper-middle class.</p>\n<p>But since then, sales have been unwinding. Political tension between China and the US probably did not help, as Apple found itself stuck in the middle of a power struggle that fueled the trade war between the two countries in 2018.</p>\n<p>The better news for AAPL investors is that its Greater China business showed signs of strength in the past couple of quarters. Probably aided by the launch of the 5G-capable iPhone 12, segment revenues skyrocketed in the first two quarters of fiscal 2021 – see below.</p>\n<p>In fiscal second period, Greater China sales represented 20% of total company revenues for the first time since the comparable quarter in 2018.</p>\n<p><img src=\"https://static.tigerbbs.com/b50bb354fafdfc50b4b30feb01f94017\" tg-width=\"676\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Good news, bad news</b></p>\n<p>In fiscal Q3, Apple has the benefit of facing modest comps in Greater China.The comparable quarter in 2020saw revenues increase less than 2% (the worst of Apple’s geographic segments by far), despite the region having started to recover from the pandemic earlier than <a href=\"https://laohu8.com/S/WRN\">Western</a> countries.</p>\n<p>Part of the problem was increased competition from the likes of Huawei, which doubled down on its China strategy amid softness elsewhere around the globe. This time, during a year of recovery from COVID-19, the competitive pressures could be better distributed around the globe.</p>\n<p>The bad news is that Apple’s momentum in China may have fazed quite a bit. The country’s economy has been “flashinghints of weakness” in the past weeks, dragged by declining consumer sentiment in the face of new COVID-19 cases.</p>\n<p>Paulo Santos at Seeking Alphanotesthat the challenges seem to have manifested in iPhone sales in China. According to him, shipments probably disappointed in April and June, leading to a total quarter drop in unit sales of between 1% and 5%.</p>\n<p>Should softness in iPhone sales in China be confirmed, and should similar weakness be observed in other product categories, Wall Street’s revenue growth estimate of over 20% in fiscal third quarter might be at risk of being a bit too aggressive.</p>\n<p><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> speaks</b></p>\n<p>Apple’s Greater China sales in the first two quarters of fiscal 2021 were outstanding! Can the Cupertino company deliver strong numbers in the region in fiscal Q3?</p>\n<p><b>Is the price right?</b></p>\n<p>Looking at a company’s business fundamentals is only half the work needed to find a good stock. How much one pays to own the shares is a key factor in the success of any investment. This is why valuation analysis is so important.</p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Earnings Preview: What To Know About Greater China</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Earnings Preview: What To Know About Greater China\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 17:04 GMT+8 <a href=https://www.thestreet.com/apple/news/apple-earnings-preview-what-to-know-about-greater-china><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Less than a week away from Apple’s earnings day, the Apple Maven addresses Greater China. Could the region outperform once again, after a solid start to fiscal 2021?\n\nApple’s (AAPL) earnings day lurks...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/apple-earnings-preview-what-to-know-about-greater-china\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/news/apple-earnings-preview-what-to-know-about-greater-china","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113956090","content_text":"Less than a week away from Apple’s earnings day, the Apple Maven addresses Greater China. Could the region outperform once again, after a solid start to fiscal 2021?\n\nApple’s (AAPL) earnings day lurks around the corner. Ahead of it, the Apple Maven wraps up its preview series talking about Greater China – an important piece of the company’s business that has been going through ups and downs in the past few years. Will the region shine again in fiscal Q3?\nAs a reminder, we have addressed the following earnings-related topics so far:\n\nWall Street’s expectations for revenues and earnings,refreshed as of July 21;\nTheexpected performance of the iPhonein the quarter;\nHowthe iPad could be the star of the showthis time;\nConcerns arounddeceleration in Mac revenue growth;\nWhathistory says about trading AAPLaround earnings day.\n\nSome background first\nOnce upon a time, Greater China wasone of Apple’s key growth opporunitiesthat seemed to be materializing quickly. In 2015, one-fourth of the Cupertino company’s revenues came from the region, fueled by the popularity of the brand and a thriving upper-middle class.\nBut since then, sales have been unwinding. Political tension between China and the US probably did not help, as Apple found itself stuck in the middle of a power struggle that fueled the trade war between the two countries in 2018.\nThe better news for AAPL investors is that its Greater China business showed signs of strength in the past couple of quarters. Probably aided by the launch of the 5G-capable iPhone 12, segment revenues skyrocketed in the first two quarters of fiscal 2021 – see below.\nIn fiscal second period, Greater China sales represented 20% of total company revenues for the first time since the comparable quarter in 2018.\n\nGood news, bad news\nIn fiscal Q3, Apple has the benefit of facing modest comps in Greater China.The comparable quarter in 2020saw revenues increase less than 2% (the worst of Apple’s geographic segments by far), despite the region having started to recover from the pandemic earlier than Western countries.\nPart of the problem was increased competition from the likes of Huawei, which doubled down on its China strategy amid softness elsewhere around the globe. This time, during a year of recovery from COVID-19, the competitive pressures could be better distributed around the globe.\nThe bad news is that Apple’s momentum in China may have fazed quite a bit. The country’s economy has been “flashinghints of weakness” in the past weeks, dragged by declining consumer sentiment in the face of new COVID-19 cases.\nPaulo Santos at Seeking Alphanotesthat the challenges seem to have manifested in iPhone sales in China. According to him, shipments probably disappointed in April and June, leading to a total quarter drop in unit sales of between 1% and 5%.\nShould softness in iPhone sales in China be confirmed, and should similar weakness be observed in other product categories, Wall Street’s revenue growth estimate of over 20% in fiscal third quarter might be at risk of being a bit too aggressive.\nTwitter speaks\nApple’s Greater China sales in the first two quarters of fiscal 2021 were outstanding! Can the Cupertino company deliver strong numbers in the region in fiscal Q3?\nIs the price right?\nLooking at a company’s business fundamentals is only half the work needed to find a good stock. How much one pays to own the shares is a key factor in the success of any investment. This is why valuation analysis is so important.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/809856534"}
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