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2021-12-07

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Apple Analyst: Cupertino's Stock Is Attractive Versus Other Mega Caps Despite Valuation<blockquote>苹果分析师：尽管估值较高，库比蒂诺的股票相对于其他大盘股仍有吸引力</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":606856799,"tweetId":"606856799","gmtCreate":1638861705573,"gmtModify":1638861705761,"author":{"id":4097486973156010,"idStr":"4097486973156010","authorId":4097486973156010,"authorIdStr":"4097486973156010","name":"BaldoRocks","avatar":"https://static.tigerbbs.com/74f3fe1c5f3f5948a1c567387aa6c7ba","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":13,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Nice</body></html>","htmlText":"<html><head></head><body>Nice</body></html>","text":"Nice","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/606856799","repostId":1153232076,"repostType":4,"repost":{"id":"1153232076","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1638860187,"share":"https://www.laohunote.com/m/news/1153232076?lang=zh_CN&edition=full","pubTime":"2021-12-07 14:56","market":"us","language":"en","title":"Apple Analyst: Cupertino's Stock Is Attractive Versus Other Mega Caps Despite Valuation<blockquote>苹果分析师：尽管估值较高，库比蒂诺的股票相对于其他大盘股仍有吸引力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153232076","media":"Benzinga Earnings","summary":"Apple, Inc. shares are rebounding after the weakness witnessed late last week on reports of weaker i","content":"Apple, Inc.&nbsp;shares are rebounding after the weakness witnessed late last week on reports of&nbsp;weaker iPhone demand.Notwithstanding the rich valuation the shares have built up this year, they are still a buy, according to an analyst at KeyBanc Capital Markets.<blockquote>苹果公司。上周晚些时候因 iPhone 需求疲软的报道而出现疲软，股价正在反弹。KeyBanc Capital Markets 的一位分析师表示，尽管这些股票今年的估值很高，但仍然值得买入。</blockquote> The Apple Analyst:Brandon Nispel initiated coverage of Apple shares with an Overweight rating and $191 price target,.<blockquote>苹果分析师：Brandon Nispel 开始对苹果股票进行报道，给予跑赢大盘评级和 191 美元的目标价。</blockquote> The Apple Thesis:Apple's iPhone sales have not peaked, with a 5G upgrade cycle near-term potentially pushing Apple past its peak, analyst Nispel said in a note. The company isn't overly reliant on the iPhone, as the product breadth has expanded, he added.<blockquote>苹果论文：分析师尼斯佩尔在一份报告中表示，苹果的 iPhone 销量尚未见顶，近期的 5G 升级周期可能会推动苹果度过峰值。他补充说，随着产品范围的扩大，该公司并没有过度依赖 iPhone。</blockquote> The analyst expects Services to grow at rates multiple times faster than user growth, ultimately driving gross margins higher through revenue mix. This, the analyst said, is despite concerns over regulations of Apple and the&nbsp;App Store.<blockquote>该分析师预计服务业的增长速度将比用户增长速度快数倍，最终通过收入组合推高毛利率。这位分析师表示，尽管人们对苹果和 App Store 的监管存在担忧。</blockquote> Apple will have 1.09 billion active installed iPhones and 1.8 billion active installed devices at the end of the first quarter of fiscal year 2022, Nispel estimates.<blockquote>Nispel 估计，到 2022 财年第一季度末，苹果将拥有 10.9 亿部活跃安装 iPhone 和 18 亿部活跃安装设备。</blockquote> \"To us, it's all about AAPL's user base, which is among the largest in the world, where a large and growing user base and new products and services provide a solid foundation for growth,\" the analyst said in the note.<blockquote>这位分析师在报告中表示：“对我们来说，这一切都与 AAPL 的用户群有关，AAPL 是世界上最大的用户群之一，庞大且不断增长的用户群以及新产品和服务为增长提供了坚实的基础。”</blockquote> While the company will likely make a healthy investment in the business, it is likely to allocate of over 100% of free cash flow to shareholders through about $300 billion of dividends and share repurchases over the next three years, providing attractive returns to shareholders, the analyst said.<blockquote>分析师表示，虽然该公司可能会对该业务进行健康的投资，但它可能会在未来三年内通过约 3000 亿美元的股息和股票回购，将超过 100% 的自由现金流分配给股东，为股东提供有吸引力的回报。</blockquote> KeyBanc estimates fiscal year 2022 revenues, gross margin, adjusted EBITDA and FCF of $386.3 billion, 42.5%, $135.9 billion and $106.1 billion, respectively, with all metrics coming in above consensus.<blockquote>KeyBanc 预计 2022 财年收入、毛利率、调整后 EBITDA 和 FCF 分别为 3863 亿美元、42.5%、1359 亿美元和 1061 亿美元，所有指标均高于共识。</blockquote> \"While AAPL is expensive by historical valuations, we find AAPL attractive relative to other mega-caps given AAPL's superior ROIC characteristics,\" the firm said.<blockquote>该公司表示：“虽然按历史估值计算，AAPL 价格昂贵，但鉴于 AAPL 卓越的投资回报率特性，我们发现 AAPL 相对于其他大盘股具有吸引力。”</blockquote> AAPL trades at 18.5 times the firm's 2023 EBITDA estimates vs. the \"Big Tech\" peer group average of 15.3 times. Apple's lower growth compared to peers is offset by high ROIC and justifies an above-peer average valuation multiple, the firm said.<blockquote>AAPL 的交易价格是该公司 2023 年 EBITDA 预期的 18.5 倍，而“大型科技”同行群体的平均水平为 15.3 倍。该公司表示，与同行相比，苹果的较低增长被高投资回报率所抵消，并证明了高于同行平均估值倍数的合理性。</blockquote> AAPL Price Action:Apple shares gained 2.15% Monday, closing at $165.32.<blockquote>AAPL价格走势：苹果股价周一上涨 2.15%，收于 165.32 美元。</blockquote>","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 Analyst: Cupertino's Stock Is Attractive Versus Other Mega Caps Despite Valuation<blockquote>苹果分析师：尽管估值较高，库比蒂诺的股票相对于其他大盘股仍有吸引力</blockquote></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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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: 12.5px; color: #7E829C; margin: 0;}\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 Analyst: Cupertino's Stock Is Attractive Versus Other Mega Caps Despite Valuation<blockquote>苹果分析师：尽管估值较高，库比蒂诺的股票相对于其他大盘股仍有吸引力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nBenzinga Earnings \n2021-12-07 14:56\n</div>\n</div>\n</h4>\n</header>\n<article>\nApple, Inc.&nbsp;shares are rebounding after the weakness witnessed late last week on reports of&nbsp;weaker iPhone demand.Notwithstanding the rich valuation the shares have built up this year, they are still a buy, according to an analyst at KeyBanc Capital Markets.<blockquote>苹果公司。上周晚些时候因 iPhone 需求疲软的报道而出现疲软，股价正在反弹。KeyBanc Capital Markets 的一位分析师表示，尽管这些股票今年的估值很高，但仍然值得买入。</blockquote> The Apple Analyst:Brandon Nispel initiated coverage of Apple shares with an Overweight rating and $191 price target,.<blockquote>苹果分析师：Brandon Nispel 开始对苹果股票进行报道，给予跑赢大盘评级和 191 美元的目标价。</blockquote> The Apple Thesis:Apple's iPhone sales have not peaked, with a 5G upgrade cycle near-term potentially pushing Apple past its peak, analyst Nispel said in a note. The company isn't overly reliant on the iPhone, as the product breadth has expanded, he added.<blockquote>苹果论文：分析师尼斯佩尔在一份报告中表示，苹果的 iPhone 销量尚未见顶，近期的 5G 升级周期可能会推动苹果度过峰值。他补充说，随着产品范围的扩大，该公司并没有过度依赖 iPhone。</blockquote> The analyst expects Services to grow at rates multiple times faster than user growth, ultimately driving gross margins higher through revenue mix. This, the analyst said, is despite concerns over regulations of Apple and the&nbsp;App Store.<blockquote>该分析师预计服务业的增长速度将比用户增长速度快数倍，最终通过收入组合推高毛利率。这位分析师表示，尽管人们对苹果和 App Store 的监管存在担忧。</blockquote> Apple will have 1.09 billion active installed iPhones and 1.8 billion active installed devices at the end of the first quarter of fiscal year 2022, Nispel estimates.<blockquote>Nispel 估计，到 2022 财年第一季度末，苹果将拥有 10.9 亿部活跃安装 iPhone 和 18 亿部活跃安装设备。</blockquote> \"To us, it's all about AAPL's user base, which is among the largest in the world, where a large and growing user base and new products and services provide a solid foundation for growth,\" the analyst said in the note.<blockquote>这位分析师在报告中表示：“对我们来说，这一切都与 AAPL 的用户群有关，AAPL 是世界上最大的用户群之一，庞大且不断增长的用户群以及新产品和服务为增长提供了坚实的基础。”</blockquote> While the company will likely make a healthy investment in the business, it is likely to allocate of over 100% of free cash flow to shareholders through about $300 billion of dividends and share repurchases over the next three years, providing attractive returns to shareholders, the analyst said.<blockquote>分析师表示，虽然该公司可能会对该业务进行健康的投资，但它可能会在未来三年内通过约 3000 亿美元的股息和股票回购，将超过 100% 的自由现金流分配给股东，为股东提供有吸引力的回报。</blockquote> KeyBanc estimates fiscal year 2022 revenues, gross margin, adjusted EBITDA and FCF of $386.3 billion, 42.5%, $135.9 billion and $106.1 billion, respectively, with all metrics coming in above consensus.<blockquote>KeyBanc 预计 2022 财年收入、毛利率、调整后 EBITDA 和 FCF 分别为 3863 亿美元、42.5%、1359 亿美元和 1061 亿美元，所有指标均高于共识。</blockquote> \"While AAPL is expensive by historical valuations, we find AAPL attractive relative to other mega-caps given AAPL's superior ROIC characteristics,\" the firm said.<blockquote>该公司表示：“虽然按历史估值计算，AAPL 价格昂贵，但鉴于 AAPL 卓越的投资回报率特性，我们发现 AAPL 相对于其他大盘股具有吸引力。”</blockquote> AAPL trades at 18.5 times the firm's 2023 EBITDA estimates vs. the \"Big Tech\" peer group average of 15.3 times. Apple's lower growth compared to peers is offset by high ROIC and justifies an above-peer average valuation multiple, the firm said.<blockquote>AAPL 的交易价格是该公司 2023 年 EBITDA 预期的 18.5 倍，而“大型科技”同行群体的平均水平为 15.3 倍。该公司表示，与同行相比，苹果的较低增长被高投资回报率所抵消，并证明了高于同行平均估值倍数的合理性。</blockquote> AAPL Price Action:Apple shares gained 2.15% Monday, closing at $165.32.<blockquote>AAPL价格走势：苹果股价周一上涨 2.15%，收于 165.32 美元。</blockquote>\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":"1153232076","content_text":"Apple, Inc. shares are rebounding after the weakness witnessed late last week on reports of weaker iPhone demand.Notwithstanding the rich valuation the shares have built up this year, they are still a buy, according to an analyst at KeyBanc Capital Markets.\nThe Apple Analyst:Brandon Nispel initiated coverage of Apple shares with an Overweight rating and $191 price target,.\nThe Apple Thesis:Apple's iPhone sales have not peaked, with a 5G upgrade cycle near-term potentially pushing Apple past its peak, analyst Nispel said in a note. The company isn't overly reliant on the iPhone, as the product breadth has expanded, he added.\nThe analyst expects Services to grow at rates multiple times faster than user growth, ultimately driving gross margins higher through revenue mix. This, the analyst said, is despite concerns over regulations of Apple and the App Store.\nApple will have 1.09 billion active installed iPhones and 1.8 billion active installed devices at the end of the first quarter of fiscal year 2022, Nispel estimates.\n\"To us, it's all about AAPL's user base, which is among the largest in the world, where a large and growing user base and new products and services provide a solid foundation for growth,\" the analyst said in the note.\nWhile the company will likely make a healthy investment in the business, it is likely to allocate of over 100% of free cash flow to shareholders through about $300 billion of dividends and share repurchases over the next three years, providing attractive returns to shareholders, the analyst said.\nKeyBanc estimates fiscal year 2022 revenues, gross margin, adjusted EBITDA and FCF of $386.3 billion, 42.5%, $135.9 billion and $106.1 billion, respectively, with all metrics coming in above consensus.\n\"While AAPL is expensive by historical valuations, we find AAPL attractive relative to other mega-caps given AAPL's superior ROIC characteristics,\" the firm said.\nAAPL trades at 18.5 times the firm's 2023 EBITDA estimates vs. the \"Big Tech\" peer group average of 15.3 times. Apple's lower growth compared to peers is offset by high ROIC and justifies an above-peer average valuation multiple, the firm said.\nAAPL Price Action:Apple shares gained 2.15% Monday, closing at $165.32.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3151,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/606856799"}