Apple Inc.

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#51
"Apple's iPhone 5 finally approved for China market

SHANGHAI - Apple's latest iPhone has received final clearance from Chinese regulators, paving the way for a December debut in a highly competitive market where the lack of a new model had severely eroded its share of product sales. " - TODAYonline

http://www.todayonline.com/Technology/ED...ina-market
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#52
Apple's shares swallow biggest loss in 4 years

NEW YORK- Apple shares tumbled more than 6 per cent yesterday, chalking up their biggest single-day loss in four years as fears grow about intensifying competition in the mobile device market.

The sell-off, fuelled by a forecast by an influential research firm that the iPad maker is continuing to cede ground to rival Google Android gadgets, rounded off a bleak 10 weeks for the most valuable US company.

- TODAYonline

http://www.todayonline.com/Business/EDC1...in-4-years
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#53
Surely it will take away some of Apple margin on its Mac product

Apple to shift some Mac production from China to US: CEO Cook
Updated 09:58 AM Dec 07, 2012
NEW YORK - Apple CEO Tim Cook says the company will move production of one of its existing lines of Mac computers to the United States next year.

Industry watchers said the announcement is both a cunning public-relations move and a harbinger of more manufacturing jobs moving back to the US as wages rise in China.

-TODAYonline

http://www.todayonline.com/World/EDC1212...--CEO-Cook
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#54
Apple May Fall Another 20% on 'Panic Selling': Analyst

http://www.cnbc.com/id/100286054
Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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#55
Will iPhone 5's debut in China lift Apple's shares?
Updated 08:33 AM Dec 14, 2012

SHANGHAI - The release of the iPhone 5 in China today should win Apple some respite from a recent slide in its share of what is likely already the world's biggest smartphone market, but its longer-term hopes may depend on new technology being tested by China's top telecoms carrier.

California-based Apple has been in talks about a tie-up with China Mobile for four years. A deal with China's biggest carrier is seen as crucial to improve Apple's distribution in a market of 290 million users - which is forecast to double this year.

- TODAYonline

http://www.todayonline.com/Technology/ED...les-shares?
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#56
Sharing some personal research on Apple which I think is attractive at the current share price.

Being a value investor and since there are not many great companies in Singapore, I have cast my net overseas in the U.S. and Australia.

Look forward to more discussion on Apple.

[attachment=371]

Vested.
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#57
Apple working on cheaper iPhone: Report

SAN FRANCISCO - Apple is working on a cheaper version of its popular iPhone that could be released this year, according to a report in the Wall Street Journal yesterday.

The device could resemble the existing iPhone, but might use less expensive materials, such as a shell made of polycarbonate plastic, according to the report, which cited anonymous sources.
-- TODAYonline

http://www.todayonline.com/Technology/ED...ne--Report

I wouldn't mind to use the cheaper one if functionality remain the same, only the cosmetic differences Tongue
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#58
At PE 9 AAPL really looks cheap
very tempted to make a purchase
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#59
http://stockbrokerplayspoker.blogspot.sg...pl-us.html

I've been using apple products for the last 3 years, I like it very much. I find that its not difficult to understand why consumers like apple products, its really easy to use. Last year I bought an iPad for my dad, who is over 60 years old and it only took him a day to learn how to use it. Now he watches HK drama and plays mahjong on his iPad, he never touches his computer and TV anymore. Amazing.

Apple has recently dropped over 20% from its high. I think the reason for the fall is mainly coming from the fear of competition from other big players such as Samsung. I do admit that I'm not really familiar with their products but it does seem that products such as S3 are getting very popular.

If you had read my previous post, you will notice that my portfolio mainly just focuses on the IT retailing sector which I believe still has a lot of growth potential. The young are using technology more often and the old are learning how to use it too, nowadays when I take the bus or the train, I see so many people sliding around and using their smartphones or tablets.

I think my current positions in starhub and challenger serves very well in capturing profits from this area. However I'm currently mainly just focusing on the down stream, which is the final sale of the products to retail customers. Upstream would be the design and production of the products. If I were to take a position on lets say Samsung and Apple, I'll be better positioned to capture both the upstream and downstream profits. I would avoid the midstream which is distribution as I feel I am quite weak in analyzing companies in such areas.

Lets look at apple's numbers. First of all, my most important return on equity, apple delivers an amazing 40%, definitely a lot more then the 20% that I usually look for. Profit margins stays at over 25% and I do believe they will have no problems maintaining it above 20%, apple is a premium product with a very strong branding, I think they should be able to have strong pricing power. Lastly looking at their balance sheet, they are net cash with a war chest of 29 billion in cash against a market cap of 490 billion, so when we buy the shares about 6% of it is all cash which is a big cushion against any shocks.


I'm not in a big hurry to pick up apple shares but I'll be closely monitoring its news and share price. The ideal situation is an improvement in fundamentals with the stock price still remaining sideways or even better still another big dip in stock price. With a favorable situation I would definitely wanna pick it up at anything from PE 8 or less, as it is definitely more than enough margin of safety and makes up for it being a foreign stock.
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#60
If you have been following Apple and its business model, you will know that Apple is not an easy company to manage or emulate, which therein lies its competitive advantage. Steve Jobs is probably one of the few perfectionist people that can do it. Most companies I follow does not have such strong unique qualities, even Dell, which was an operational darling 10 years ago.
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward

Think Asset-Business-Structure (ABS)
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