Меж тем злобные дядьки начинают снижать рекомендации по Яблоку. А может и зря. Напомню максимум сейчас 705 долл. Сегодня идет по 633. Вообще технологический сектор хуже всех остальных смотрится. Так что Эппл еще молодцом и себя покажет.
10:56 AM Nomura's Stuart Jeffrey's decision to start Apple at Neutral has two parts: he thinks iPhone/iPad Mini supply constraints will limit Dec. quarter sales, and he thinks growth will decelerate from 2014 onwards. Developed markets growth is seen falling into the single digits, and while emerging markets are expected to be stronger, Jeffrey thinks Apple will need to sacrifice iPhone margins, as it goes after cost-sensitive customers receiving lower subsidies. Apple is now down 11%from its Sep. 21 high.
Thursday, October 4, 6:46 PM "Based on our checks for in-store pickup at 100 U.S. Apple retail locations over the past week, we believe [iPhone 5] supply remains extremely limited," writes Gene Munster. That leads him to cut his FQ4 (September quarter) iPhone (AAPL -0.7%) forecast to 25M units from a prior 27.2M. He's keeping his FQ1 target of 49M units unchanged, but cautions some of those sales could shift into FQ2 if supply constraints last for more than 3-4 weeks.
http://seekingalpha.com/symbol/aapl
Будут ли эти ребята потихоньку сливать Яблочко или нет? Гражданам в них вложившимся явно надо быть начеку.
Below are the nine hedge funds where Apple (AAPL) represents the highest % of their long stock holdings according to the most recent 13F (HT: RM, via AlphaClone): Raiff Partners Inc. 28.1% Coatue Management 16.7% Greenlight Capital 13.9% Tiger Global Management 13.5% JAT Capital Management 12.7% Tiger Veda Management 11.6% Appaloosa Management 11.5% Kleinheinz Capital Partners 10.9% Kingdon Capital Management 10.5%
Ну и напоследок в тему доходов и прогнозов и переоцененности:
10:56 AM Nomura's Stuart Jeffrey's decision to start Apple at Neutral has two parts: he thinks iPhone/iPad Mini supply constraints will limit Dec. quarter sales, and he thinks growth will decelerate from 2014 onwards. Developed markets growth is seen falling into the single digits, and while emerging markets are expected to be stronger, Jeffrey thinks Apple will need to sacrifice iPhone margins, as it goes after cost-sensitive customers receiving lower subsidies. Apple is now down 11%from its Sep. 21 high.
Thursday, October 4, 6:46 PM "Based on our checks for in-store pickup at 100 U.S. Apple retail locations over the past week, we believe [iPhone 5] supply remains extremely limited," writes Gene Munster. That leads him to cut his FQ4 (September quarter) iPhone (AAPL -0.7%) forecast to 25M units from a prior 27.2M. He's keeping his FQ1 target of 49M units unchanged, but cautions some of those sales could shift into FQ2 if supply constraints last for more than 3-4 weeks.
http://seekingalpha.com/symbol/aapl
Будут ли эти ребята потихоньку сливать Яблочко или нет? Гражданам в них вложившимся явно надо быть начеку.
Below are the nine hedge funds where Apple (AAPL) represents the highest % of their long stock holdings according to the most recent 13F (HT: RM, via AlphaClone): Raiff Partners Inc. 28.1% Coatue Management 16.7% Greenlight Capital 13.9% Tiger Global Management 13.5% JAT Capital Management 12.7% Tiger Veda Management 11.6% Appaloosa Management 11.5% Kleinheinz Capital Partners 10.9% Kingdon Capital Management 10.5%
Ну и напоследок в тему доходов и прогнозов и переоцененности:
Через: http://www.mebanefaber.com/
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