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- CaffiendCaffiend
  ·2021-10-14
  wow
  Apple shares rallied 0.8% in premarket trading
  Apple shares rallied 0.8% in premarket trading after Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple.Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple after reports that iPhone output might be hindered by the global chip shortage.Morgan Stanley analyst Katy Huberty on Wednesday urged investors to buy the dip in Apple despite reports that the tech giant may need to cut production of its signature iPhone 13 by as much as 10 million units due
  Apple shares rallied 0.8% in premarket trading
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- CaffiendCaffiend
  ·2021-10-08
  apple will come out with new products and services
  Apple Stock Will Struggle From Here, Analyst Cautions. Here’s Why.
  Trigger warning for Apple bulls: I’m about to address the case for caution on the stock. Bernstein a
  Apple Stock Will Struggle From Here, Analyst Cautions. Here’s Why.
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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634203027,"share":"https://www.laohu8.com/m/news/1176807279?lang=&edition=full","pubTime":"2021-10-14 17:17","market":"us","language":"en","title":"Apple shares rallied 0.8% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1176807279","media":"Tiger Newspress","summary":"Apple shares rallied 0.8% in premarket trading after Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple.Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple after reports that iPhone output might be hindered by the global chip shortage.Morgan Stanley analyst Katy Huberty on Wednesday urged investors to buy the dip in Apple despite reports that the tech giant may need to cut production of its signature iPhone 13 by as much as 10 million units due ","content":"<p>Apple shares rallied 0.8% in premarket trading&nbsp;after&nbsp;Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple.</p>\n<p><img src=\"https://static.tigerbbs.com/735b28a2fae1ded576148e22cba94a98\" tg-width=\"848\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple after reports that iPhone output might be hindered by the global chip shortage.</p>\n<p>Morgan Stanley analyst Katy Huberty on Wednesday urged investors to buy the dip in Apple&nbsp;despite&nbsp;reports that the tech giant may need to cut production of its signature iPhone 13 by as much as 10 million units due to the global chip shortage.</p>\n<p>\"We are buyers of any near-term Apple share price weakness on iPhone supply-chain disruption given Apple is likely to receive more supply than competitors, demand isn't perishable,\" Huberty wrote in a note.</p>\n<p>\"If Apple can't meet near-term demand, the shortfall is likely to be even greater at competitors, creating an opportunity for share gains,\" she wrote in a note published Wednesday.</p>\n<p>Shares of the Cupertino, Calif., company on&nbsp;Wednesday slipped 0.4% to $140.91.</p>\n<p>The investment firm maintained its overweight rating on the stock with a price target of $168 a share.</p>\n<p>\"While we have not specifically heard of material iPhone production bottlenecks due to semiconductor shortages at Broadcom&nbsp;or Texas Instruments, broader supply tightness continues to be a real issue across a number of end markets,\" she added.</p>\n<p>Broadcom and Texas Instruments are manufacturing partners for Apple.</p>\n<p>Apple had expected to produce 90 million new iPhone models in the last three months of the year.</p>\n<p>But it’s now telling manufacturing partners that the total will be lower because Broadcom and Texas Instruments are struggling to deliver enough components,Bloomberg reported, citing sources.</p>\n<p>\"Our FY22 estimates are unlikely to change materially even if revenue and EPS shift across quarters,\" she added.</p>","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 shares rallied 0.8% in premarket trading</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{ 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}\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 shares rallied 0.8% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-14 17:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple shares rallied 0.8% in premarket trading&nbsp;after&nbsp;Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple.</p>\n<p><img src=\"https://static.tigerbbs.com/735b28a2fae1ded576148e22cba94a98\" tg-width=\"848\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple after reports that iPhone output might be hindered by the global chip shortage.</p>\n<p>Morgan Stanley analyst Katy Huberty on Wednesday urged investors to buy the dip in Apple&nbsp;despite&nbsp;reports that the tech giant may need to cut production of its signature iPhone 13 by as much as 10 million units due to the global chip shortage.</p>\n<p>\"We are buyers of any near-term Apple share price weakness on iPhone supply-chain disruption given Apple is likely to receive more supply than competitors, demand isn't perishable,\" Huberty wrote in a note.</p>\n<p>\"If Apple can't meet near-term demand, the shortfall is likely to be even greater at competitors, creating an opportunity for share gains,\" she wrote in a note published Wednesday.</p>\n<p>Shares of the Cupertino, Calif., company on&nbsp;Wednesday slipped 0.4% to $140.91.</p>\n<p>The investment firm maintained its overweight rating on the stock with a price target of $168 a share.</p>\n<p>\"While we have not specifically heard of material iPhone production bottlenecks due to semiconductor shortages at Broadcom&nbsp;or Texas Instruments, broader supply tightness continues to be a real issue across a number of end markets,\" she added.</p>\n<p>Broadcom and Texas Instruments are manufacturing partners for Apple.</p>\n<p>Apple had expected to produce 90 million new iPhone models in the last three months of the year.</p>\n<p>But it’s now telling manufacturing partners that the total will be lower because Broadcom and Texas Instruments are struggling to deliver enough components,Bloomberg reported, citing sources.</p>\n<p>\"Our FY22 estimates are unlikely to change materially even if revenue and EPS shift across quarters,\" she added.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176807279","content_text":"Apple shares rallied 0.8% in premarket trading after Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple.\n\nMorgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple after reports that iPhone output might be hindered by the global chip shortage.\nMorgan Stanley analyst Katy Huberty on Wednesday urged investors to buy the dip in Apple despite reports that the tech giant may need to cut production of its signature iPhone 13 by as much as 10 million units due to the global chip shortage.\n\"We are buyers of any near-term Apple share price weakness on iPhone supply-chain disruption given Apple is likely to receive more supply than competitors, demand isn't perishable,\" Huberty wrote in a note.\n\"If Apple can't meet near-term demand, the shortfall is likely to be even greater at competitors, creating an opportunity for share gains,\" she wrote in a note published Wednesday.\nShares of the Cupertino, Calif., company on Wednesday slipped 0.4% to $140.91.\nThe investment firm maintained its overweight rating on the stock with a price target of $168 a share.\n\"While we have not specifically heard of material iPhone production bottlenecks due to semiconductor shortages at Broadcom or Texas Instruments, broader supply tightness continues to be a real issue across a number of end markets,\" she added.\nBroadcom and Texas Instruments are manufacturing partners for Apple.\nApple had expected to produce 90 million new iPhone models in the last three months of the year.\nBut it’s now telling manufacturing partners that the total will be lower because Broadcom and Texas Instruments are struggling to deliver enough components,Bloomberg reported, citing sources.\n\"Our FY22 estimates are unlikely to change materially even if revenue and EPS shift across quarters,\" she added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821130887,"gmtCreate":1633703993381,"gmtModify":1633703993453,"author":{"id":"3574857466681989","authorId":"3574857466681989","name":"Caffiend","avatar":"https://static.tigerbbs.com/c39695ca395c2f9b8200d3efb630a65d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"apple will come out with new products and services","listText":"apple will come out with new products and services","text":"apple will come out with new products and services","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821130887","repostId":"1192810083","repostType":4,"repost":{"id":"1192810083","pubTimestamp":1633656904,"share":"https://www.laohu8.com/m/news/1192810083?lang=&edition=full","pubTime":"2021-10-08 09:35","market":"us","language":"en","title":"Apple Stock Will Struggle From Here, Analyst Cautions. Here’s Why.","url":"https://stock-news.laohu8.com/highlight/detail?id=1192810083","media":"Barrons","summary":"Trigger warning for Apple bulls: I’m about to address the case for caution on the stock.\nBernstein a","content":"<p>Trigger warning for Apple bulls: I’m about to address the case for caution on the stock.</p>\n<p>Bernstein analyst Toni Sacconaghi lays out the case in a research note on Thursday. He focus on the most basic question for&nbsp;Apple&nbsp;(ticker:AAPL) shares: What can drive the stock higher from here?</p>\n<p>Sacconaghi points out that Apple has re-rated over the last two years from a below-market multiple to one trading at a 24% premium to the market. Apple traded at a discount to the market from 2013 to 2019, he notes. Apple now trades at a forward P/E of 26 times, he writes, “elevated” relative to historic norms.</p>\n<p>The analyst starts by reviewing the bull case for the stock. He notes that Apple fans say the company has a leverageable consumer brand that will allow Apple to both increase prices and enter new categories, like cars and artificial reality headsets.</p>\n<p>Apple bulls see the installed base of 1.65 billion devices offering ample room to deliver new services, including advertising, and possibly even social media. Not least, Sacconaghi writes, bulls see potential for higher gross margins as services become a higher percentage of the company’s revenue mix, creating the potential for consistent double-digit per-share earnings growth.</p>\n<p>But Sacconaghi counters that he sees limited room for earnings growth in the September 2022 fiscal year given a likely pullback in growth across the product line. His current model projects revenue for FY 2022 declining slightly from the current year.</p>\n<p>In his view, the most likely source of further gains in Apple shares in the near term would have to come from further multiple expansion. He thinks that’s possible if the iPhone 13 cycle is stronger than expected, Apple sets an aggressive new goal on services revenue growth or begins offering its products as a service. (But he’s not betting on it.)</p>\n<p>Sacconaghi also asserts that Apple’s current valuation is “relatively full,” trading inline to higher than other tech megacaps, in particular&nbsp;Facebook&nbsp;(FB) and&nbsp;Alphabet&nbsp;(GOOGL), which as he notes have both better expected growth rates and higher margins.</p>\n<p>“Looked at another way, close to 100% of revenue from Alphabet and Facebook have financial characteristics of Apple’s attractive services business,” which is about 20% of the company’s overall revenue, but Apple trades at a similar multiple to Alphabet and a premium to Facebook.</p>\n<p>Sacconaghi thinks long-term Apple is likely to be a low-to-mid single digit grower. His view is that 70% of the revenue base – iPhone, Mac and iPad – are unlikely to show any long-term growth. He sees new products growth in the 15% range, and projects 15% growth for the services business, generating a blended long-term growth rate in the 4% to 5% range. (Note that as recently as FY 2019, Apple reported a slight revenue decline.)</p>\n<p>Concludes Sacconaghi: Given Apple’s relatively high valuation and the probability that tha the company will struggle to grow in fiscal 2022, the current risk-reward on the stock is “neutral to slightly negative.”</p>\n<p>Amid a broad market rally, Apple shares rose 0.9%, to $143.29.</p>","source":"lsy1601382232898","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 Stock Will Struggle From Here, Analyst Cautions. 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Here’s Why.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-08 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-stock-price-rally-caution-51633620422?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Trigger warning for Apple bulls: I’m about to address the case for caution on the stock.\nBernstein analyst Toni Sacconaghi lays out the case in a research note on Thursday. He focus on the most basic ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-stock-price-rally-caution-51633620422?mod=hp_LATEST\">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.barrons.com/articles/apple-stock-price-rally-caution-51633620422?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192810083","content_text":"Trigger warning for Apple bulls: I’m about to address the case for caution on the stock.\nBernstein analyst Toni Sacconaghi lays out the case in a research note on Thursday. He focus on the most basic question for Apple (ticker:AAPL) shares: What can drive the stock higher from here?\nSacconaghi points out that Apple has re-rated over the last two years from a below-market multiple to one trading at a 24% premium to the market. Apple traded at a discount to the market from 2013 to 2019, he notes. Apple now trades at a forward P/E of 26 times, he writes, “elevated” relative to historic norms.\nThe analyst starts by reviewing the bull case for the stock. He notes that Apple fans say the company has a leverageable consumer brand that will allow Apple to both increase prices and enter new categories, like cars and artificial reality headsets.\nApple bulls see the installed base of 1.65 billion devices offering ample room to deliver new services, including advertising, and possibly even social media. Not least, Sacconaghi writes, bulls see potential for higher gross margins as services become a higher percentage of the company’s revenue mix, creating the potential for consistent double-digit per-share earnings growth.\nBut Sacconaghi counters that he sees limited room for earnings growth in the September 2022 fiscal year given a likely pullback in growth across the product line. His current model projects revenue for FY 2022 declining slightly from the current year.\nIn his view, the most likely source of further gains in Apple shares in the near term would have to come from further multiple expansion. He thinks that’s possible if the iPhone 13 cycle is stronger than expected, Apple sets an aggressive new goal on services revenue growth or begins offering its products as a service. (But he’s not betting on it.)\nSacconaghi also asserts that Apple’s current valuation is “relatively full,” trading inline to higher than other tech megacaps, in particular Facebook (FB) and Alphabet (GOOGL), which as he notes have both better expected growth rates and higher margins.\n“Looked at another way, close to 100% of revenue from Alphabet and Facebook have financial characteristics of Apple’s attractive services business,” which is about 20% of the company’s overall revenue, but Apple trades at a similar multiple to Alphabet and a premium to Facebook.\nSacconaghi thinks long-term Apple is likely to be a low-to-mid single digit grower. His view is that 70% of the revenue base – iPhone, Mac and iPad – are unlikely to show any long-term growth. He sees new products growth in the 15% range, and projects 15% growth for the services business, generating a blended long-term growth rate in the 4% to 5% range. (Note that as recently as FY 2019, Apple reported a slight revenue decline.)\nConcludes Sacconaghi: Given Apple’s relatively high valuation and the probability that tha the company will struggle to grow in fiscal 2022, the current risk-reward on the stock is “neutral to slightly negative.”\nAmid a broad market rally, Apple shares rose 0.9%, to $143.29.","news_type":1},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}