Apple - unaufhaltsamer Aufstieg - wie lange noch? (Seite 1024)

[auriga]

Antwort auf Beitrag Nr.: 49.781.709 von IngChris am 15.05.15 00:06:06

Mr. Milunovich and his team received their Apple Watch on Friday. Based on this, the analyst said that the Watch supply has improved as his Apple Watch came earlier than expected. He also showed concern that the management’s decision to launch the wearable in other countries in late June might be due to a mediocre demand; however, according to the company, the delay was caused by supply shortages.

[IngChris]

Antwort auf Beitrag Nr.: 49.781.658 von auriga am 14.05.15 23:47:37

Bei der Watch hat Mr. Milunovich also seine Schätzung zurückgenommen ....naja - ich bleibe was den Watch-Verkauf betrifft sehr positiv gestimmt.


Meine steel wird bereits für den Versand vorbereitet - da wird sie wohl noch im Mai geliefert werden ...




m.E. hat sich Apple bei Angabe des Lieferdatums auf die sichere Seite gelegt - die weisse Sport kam ja auch früher als angegeben...

Man kann es natürlich auch so interpretieren, dass das Interesse an der Watch vielleicht nicht so hoch ist ....

Eine Erklärung für die frühere Lieferzeit kann ich auch noch liefern......hatte ja ursprüngl. eine weisse Sport und eine spacegrey bestellt...und zusätzlich etwas später obige steel.
Nachdem ich nicht warten konnte hatte ich eine spacegrey bei ebay ersteigert - deshalb habe ich auch meine spacegrey storniert .....deshalb könnte ich mir vorstellen, dass das auch bei anderen so war - also sehr viel pre ordered waren und dann zum Teil storniert wurden.....

[auriga]

Apple (NASDAQ: AAPL) is solidly stronger early Thursday (+1.75%) on two items: 1. Investors await a new in-depth report from Carl Icahn, as he promised; 2. UBS analyst Steven Milunovich boosted his iPhone estimates sharply above the Street.

Icahn:
More than 14 days ago, Carl Icahn said he "expect to put out another in-depth report within two weeks." The report could come at any time. It is expected that Icahn will raise his $216 price target and may address the company's current buyback plan. He will also most likely address the ongoing discount multiple the stock trades at. Some speculation even suggests Icahn could call for a spin-off of some Apple assets.

Milunovich:
The analyst predicts 51mn iPhone units for F3Q. "The UBS Evidence Lab iPhone Monitor initially pegs June quarter iPhone demand at 51.1mn units, above the Street consensus estimate of about 45mn," he said. "The Monitor tracks consumer demand (sell-through) while Apple reports sell-in. Consequently, we adjust for supply issues and channel inventory changes that would create a difference between the reported figure and the Monitor’s reflection of demand. We are raising our sell-in estimate from 43mn to 48mn units for the June quarter, resulting in a 1.4% increase to our F15 EPS estimate from $9.04 to $9.17." The analyst noted a continued surge from China.

For an analyst ratings summary and ratings history on Apple click here. For more ratings news on Apple click here.
Apple (AAPL) Gains on Positive Analyst Comments and Imminent Icahn Update
May 14, 2015 10:55 AM EDT
http://www.streetinsider.com/Analyst+Comments/Apple+%28AAPL%…

[auriga]

Antwort auf Beitrag Nr.: 49.764.078 von auriga am 12.05.15 15:17:40

Zitat von auriga: Apple Inc. Watch Is A Must-Have In The Long Run: UBS
AAPL By: Martin Blanc
Published: May 11, 2015 at 4:35 pm EST
UBS analysts believe that the Apple Watch isn’t half bad, and it might become a must-have device in long run as Internet of Things (IoT) flourishes

The highly-anticipated Apple Watch was released on April 24, with pre-orders and appointments (for try-ons) starting two weeks before. Given Apple Inc.’s (NASDAQ:AAPL) ecosystem, most would think that the Watch would be an outright success, but there have also been some negative reviews since the introduction of the smartwatch.

Despite mixed reviews, at least one analyst thinks that it is quite early to judge the Apple Watch and given time, the device can turn out to be success owing to the new developments in technology such as the advent of Internet of Things.

UBS analyst Steven Milunovich is out with a bullish take on Apple. In a note addressed to investors today, the analyst weighed in on the Apple Watch and stated while the device does not offer a “killer” app, it certainly saves time in usage compared to the iPhone and Apple’s other products.

Mr. Milunovich said that his team concluded from their use of the Watch that the blogger reviews about the wearable were correct. According to the analyst, blogger reviews appreciated the Watch’s design and bands but raised concerns that apps can be slow to load while some might even overkill the small screen. He goes on to say that the wearable should firstly be treated as a watch and remarks further: “Not having worn one for the last six years, we appreciate having time and temperature readily available. Glances are great as well to see texts without fishing for the phone in the pocket—what are the driving rules for the Watch? Apple Pay is fun though sometimes awkward to position. And receiving calls is Dick Tracy cool.”

Furthermore, Mr. Milunovich writes that Apple Watch’s prime advantage is that of convenience. While it is not a must-have device like the iPhone, the Watch certainly is worth a buy since it updates the user in seconds in contrast to the iPhone that takes minutes, the iPad that takes an hour, and the Mac that takes several hours. However, the analyst also acknowledged that there the Watch might not be offering a killer app or a killer app that suits everyone.

In the long term, Mr. Milunovich is positive that the Watch will become a must-have device given the promotion of technologies such as Internet of Things (IoT) – a phenomenon that looks to connect millions of devices with sensors. By integrating the Watch with IoT, the device can effectively be used to control other devices such as electrical and household appliances.

On the other hand, Mr. Milunovich outlined some apprehensions with the demand for the Watch. He recalled that in a prior research note, his firm had lowered its FY16 Apple Watch units’ estimate from 40 million to 31 million, based on weak demand as shown by UBS’s Evidence Lab Watch Monitor. Back then, the analyst had also reduced his forecast from 10% to 7% of the expected iPhone 5/6 average installed base that is likely to buy the Watch in FY16.

Mr. Milunovich and his team received their Apple Watch on Friday. Based on this, the analyst said that the Watch supply has improved as his Apple Watch came earlier than expected. He also showed concern that the management’s decision to launch the wearable in other countries in late June might be due to a mediocre demand; however, according to the company, the delay was caused by supply shortages.
http://www.bidnessetc.com/42465-apple-inc-watch-is-a-musthav…

[IngChris]

USD 128,95 .......auf Tageshoch geschlossen .....

Nur mehr knapp 5% auf ein neues ATH


Apple +2.1%; UBS reports strong iPhone checks (updated)


The UBS Evidence Lab iPhone Monitor initially pegs June quarter iPhone (NASDAQ:AAPL) demand at 51.1mn units, above the Street consensus estimate of about 45mn," says analyst Steve Milunovich (Buy rating). Noting the model tries to gauge consumer sell-through rather than channel sell-in (i.e. what Apple records), Milunovich now expects 48M FQ3 (calendar Q2) iPhone sales, up from a prior 43M, and has hiked his FQ3 EPS estimate by $0.13 to $1.93.

http://seekingalpha.com/news/2524376-apple-plus-2_1-percent-…

[auriga]

http://www.marketwatch.com/investing/Stock/AAPL?CountryCode=…
http://finance.yahoo.com/echarts?s=AAPL+Interactive#%7B%22ra…
http://finance.yahoo.com/q?s=AAPL

[SmartCap]

16 smartphones that were deemded "iphone killer"

https://www.yahoo.com/tech/16-smartphones-that-were-deemed-i…

[auriga]

Netter Artikel. Aber natürlich Quatsch. Apple läuft finanzmarktmäßig und das ist völlig normal und OK. Icahn wird eine kurzen Impuls geben, der vor allem dann nur mittelfristig wirklich wirken kann.
>>With the second quarter financials weeks in the past and the World Wide Developers Conference weeks in the future, Apple investors are looking for a catalyst to drive the stock. the lack of any prodding, from analysts or otherwise, has lead to a gradual sell-off that has gone against the grain of the wider market.

>>It should have been Tuesday. Carl Icahn is supposed to release a report on Apple Inc. (NASDAQ: AAPL) any day now, but as the company’s investors nervously engage in a slow sell-off there’s been no sign of the research piece just yet. In an April 28 message Mr. Icahn told the market to expect a report within two weeks. In the twelve trading days since making that comment shares have lost 5%.

There’s not all that much mystery about the general direction that Mr. Icahn will head with his report on Apple stock. The hedge fund manager and head of Icahn Enterprises LP (NASDAQ: IEP) is bullish on Apple. The new report will advise investors to buy into the company, and it may put an absurd

Apple investors wait for Icahn

With the second quarter financials weeks in the past and the World Wide Developers Conference weeks in the future, Apple investors are looking for a catalyst to drive the stock. the lack of any prodding, from analysts or otherwise, has lead to a gradual sell-off that has gone against the grain of the wider market.

The S&P 500 (NYSE:.INX) has traded down just a fraction in the days since Carl Icahn tweeted about his Apple report. The company’s shares gained strongly right after Tim Cook and Luca Maestri revealed their report for the first three months of the year, but those gains have been crushed out of the stock in the more than two weeks since.

Mr. Icahn’s report is the only catalyst that investors have been promised, and they know it’s going to be a positive one. That makes waiting for the report, the specific content of which is entirely unknown, a hot topic among actively engaged Apple investors.
Icahn pumps Apple

In his Tweet on April 28 Mr. Icahn said he thought that the company was misunderstood and undervalued. Apple is, by far, the most widely followed stock on today’s market, and Tim Cook’s company is, again by a distance, the most valuable enterprise in America. That makes those statements difficult to believe, but titillating for investors unhappy with 2015’s 14% returns to date.
$AAPL is still undervalued and misunderstood. Expect to put out another in-depth report within two weeks.
5:26 PM - 28 Apr 2015
http://learnbonds.com/apple-inc-shares-slides-as-carl-icahn-…

[IngChris]

Bitte warten ....

..............................................auf das Statement von Icahn

http://learnbonds.com/apple-inc-shares-slides-as-carl-icahn-…

[IngChris]

USD 127.-