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The author:(作者)aaapublished in(发表于) 2014/7/19 7:30:57 Stocks would have to buy Apple， 9 reasons to watch Apple，
Stocks would have to buy Apple, 9 reasons to optimistic about the Apple-Apple stock, stock, Apple, IBM,iPhone-IT information Stocks would have to buy Apple, optimistic about Apple's top 9 reasons
Apple and IBM have signed an exclusive agreement, the parties will cooperate to develop enterprise mobility markets. For Apple's stock, this is no doubt a great deal of good news. United States financial website MarketWatch columnist jiefu·lifusi (Jeff Reeves) wrote recently summed up the 9 reasons to call Apple, he thinks the stock will have good performance in the second half of this year. The following is the main content of the article.
Apple was a powerful force on Wall Street, but in the eyes of many investors and consumers, and Apple is a kind of quasi-religious existence.
In view of this situation, every three months or so I also developed a habit of Apple stock to make an analysis. Last December, I had given in column 10 reasons to buy Apple stock, and since then, Apple's stock is up 18% rate is twice times the poor's 500-stock index.
But in April of this year, after Apple releases a relatively strong earnings reports, I had been warned that they might run into trouble. But this is Apple's stock over the next three months have gone up again in 30%. So, does this mean that Apple's stock is gathering momentum, planned July 22, third-quarter earnings as an opportunity and achieve a leap in it? Or its rally in recent months has come too soon, it's time to cool himself with a?
In April I have been bearish on the stock, however, after a thorough analysis, I think the Apple in the second half of the year will have a very big upside, there are 9 reasons.
(1) power indicator
For a stock like Apple, power indicator will always be a very important factor. In the past three months, Apple shares have risen 30%, crossed the 50 day moving average. And in the past year, filled with negative sentiment in the stock above has now been replaced by optimism, its annual per cent at 60%. Now, Apple still has a very strong momentum, shares of this cult-like, after all, even if it eventually collapsed, also have to rise enough to maneuver.
(2) focus on the enterprise market
In those first into the Apple ecosystem of consumers, there is always a group were tied, that is corporate consumers, Apple apparently is aware of this problem. Apple recently announced an alliance with IBM, the two sides will develop commercial applications and further cooperation in the field of cloud services, Apple even allows IBM to sell their products. Meanwhile, has always been more emphasis on BlackBerry Enterprise market deteriorate almost dead, contain a huge potential market, Apple is not ignored, and Alliance with IBM will no doubt have helped Apple in the enterprise market as well. Apple in the future will be not just a consumer electronics maker, also is a supplier of equipment. Apple in the enterprise are deserving attention in the market, and its upcoming earnings should be elaborated, but everything seems very optimistic.
(3) emerging markets performance
There is no doubt that iPhone is Apple's biggest "money tree", the product lines contributed about half of the revenue for Apple and iPhone at present the biggest opportunity is in China. Apple shares actually occurs because of soaring trend in recent months, one of the most important reasons is that iPhone sales in the Chinese market remained very strong momentum achieved double-digit growth in sales. Also worth mentioning is that in the global PC market headed downwards now, Apple Mac products in emerging markets is still hot, maintaining double-digit sales growth. No matter in China or Latin America, Apple still can in the next few years from its strong brand appeal and making pots full of big bucks.
(4) the profitability superior iOS
Known, Google of Android is currently global installation volume Supreme of smart phone operating system, accounted for to global smart phone shipments volume of 80%, but, market share and profit is things, despite Google has Overlord status, but Apple App Store in last year of sales reached has 10 billion dollars of scale, and Google of Play store of income only about 1.3 billion dollars, this a gap probably is Google in short-term within to candle of.
Meanwhile, Adobe has also recently a few months ago the Christmas e-commerce trends were evaluated, and Apple has a huge advantage in mobile shopping areas. "Through the iOS device online generated sales of more than $ 543 million, which 77% from the iPad," Adobe wrote in his report: "through the Android device online for only $ 148 million in sales generated throughout the mobile shopping market share of only 4.9%. "It is not difficult to see, although the scale is also very important, but Apple seem more clearly how to get people to spend more money on their equipment, is the top priority, so if you simply compare equipment shipments, will be seriously underestimating the potential of Apple.
(5) the King of cash
Apple's cash flow from operations of us $ 53.6 billion last year, with more than $ 150 billion in cash and investments. If you only look at balance sheets, Apple may be Wall Street's richest firm. Of course, by March of this year, Apple's cash reserve should reduce this year, so we're looking forward to get the latest financial data.
(6) the reinforcement of rapidly through acquisitions
Shortly before Apple to spend $ 3 billion to buy a high-end headphone manufacturer Beats, its largest transactions in the history of the company. This suggests that despite the boycott of jobs by way of mergers and acquisitions to acquire talent, but in the current era of Cook, Apple is no longer on this way of reinforcing their strength in the short term have scruples. Buy Beats are not have too big an impact on Apple's business model, but given that the company has achieved sales of us $ 1.5 billion last year, so with Apple's powerful sales channel is believed to high-end headphones sale Beats will soon back to the Apple. For an Apple enterprises of this size, in fact, similar deal to buy Beats this is perhaps what they really should be doing things.
(7) to buy back shares
Apple huge of cash reserves is will has reduced, main causes is not spent has 3 billion dollars to acquisition Beats, but in number months Qian started has up to 90 billion dollars of stock repo plans, despite this a digital has over has Apple currently of cash flow level, but to current shares calculation, move can let Apple repo about 16% of stock, and this also certainly will greatly improve each unit profit, natural is shareholders were very welcomes of things.
(8) to increase our dividend
Apple in its most recent quarter to increase the dividend per share to 47 cents a share, which gives the dividend yields of about 2%. However, the current dividend level of 30% per cent of the 2014 fiscal year profit forecast only, this also means that even Apple's profit from making little progress (which is obviously impossible), they still have plenty of space without depleting cash reserves raise dividends.
(9) high-quality tech
2014 United States stock market is one of the most important trends, people have bid farewell to power of those high risk stocks, such as 3D printing, bio-technology, and of how the hot IPO. In contrast, Apple is a steady business, its prospects and profitability is what we can see, so recent investors obviously prefer the stock. Indeed, this year's old technology stocks generally in growth, such as semiconductor maker Micron Technology (Micron Technology) and chip manufacturer Intel has much investor attention.
To sum up, if you want to invest in technology stocks, apparently is not to be missed to Apple 's. They also face a variety of challenges in innovative ways, but investing in a global Smartphones have a tradition of leading-edge technology giants, at least compared to those expensive IPO of cloud computing is more insurance or something.
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