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SoloDav

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- SoloDavSoloDav
  ·2021-11-10
  $Alibaba(BABA)$return of baba[财迷]
  1,715 评论
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- SoloDavSoloDav
  ·2021-11-08
  $XPeng Inc.(XPEV)$future of domestic EV?
  1,687 评论
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- SoloDavSoloDav
  ·2021-11-07
  $XPeng Inc.(XPEV)$better than NIO?
  1,995 评论
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- SoloDavSoloDav
  ·2021-11-06
  $XPeng Inc.(XPEV)$next tesla?
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- SoloDavSoloDav
  ·2021-11-04
  Disney + or Netflix? I want both.[开心]
  Netflix Stock: 3 Metrics To Watch In November
  NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metric
  Netflix Stock: 3 Metrics To Watch In November
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- SoloDavSoloDav
  ·2021-11-04
  Yeah? Is it time to get my juice yet?[哇塞]
  非常抱歉，此主贴已删除
  1,588 评论
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- SoloDavSoloDav
  ·2021-10-26
  Be hungry for it?[想吃]
  非常抱歉，此主贴已删除
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- SoloDavSoloDav
  ·2021-10-22
  EV is the new age. But China has more choices coming up fast.
  非常抱歉，此主贴已删除
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- SoloDavSoloDav
  ·2021-10-15
  Still have a lot of fans out there.[得意]
  Why iPhone Supply Hiccup Is Not A Problem For Apple Stock
  Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales
  Why iPhone Supply Hiccup Is Not A Problem For Apple Stock
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- SoloDavSoloDav
  ·2021-10-14
  These r good selections.[开心]
  非常抱歉，此主贴已删除
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href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>next tesla?&nbsp;","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>next tesla?&nbsp;","text":"$XPeng Inc.(XPEV)$next tesla?","images":[{"img":"https://static.tigerbbs.com/ab19808f194708f4e53bbbfce5a4c4d7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/842860251","isVote":1,"tweetType":1,"viewCount":1506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848102279,"gmtCreate":1635981171966,"gmtModify":1635981172027,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Disney + or Netflix?&nbsp; I want both.[开心]&nbsp;","listText":"Disney + or Netflix?&nbsp; I want both.[开心]&nbsp;","text":"Disney + or Netflix? I want both.[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/848102279","repostId":"1147065222","repostType":4,"repost":{"id":"1147065222","kind":"news","pubTimestamp":1635953315,"share":"https://www.laohu8.com/m/news/1147065222?lang=&edition=full","pubTime":"2021-11-03 23:28","market":"us","language":"en","title":"Netflix Stock: 3 Metrics To Watch In November","url":"https://stock-news.laohu8.com/highlight/detail?id=1147065222","media":"TheStreet","summary":"NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metric","content":"<p>NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.</p>\n<p>Netflix has&nbsp;recently released third quarter results&nbsp;that were well received – and Netflix stock&nbsp;continued its YTD climb. Since the start of the year, NFLX has gained around 30% in market value. But is now a good time to buy the company's shares, after it appreciated more than 10% in just one month?</p>\n<p>Today, we look at some of the main metrics that investors should pay attention to when thinking about buying NFLX in the month of November.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e4620ec9673ba0cb8ccca4acd4ade01\" tg-width=\"1240\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Figure 1: Netflix's headquarters in Los Gatos, California.</span></p>\n<p><b>Stretched valuations</b></p>\n<p>As expected from a tech company with high growth prospects, Netflix does not carry the lowest valuation multiples in the market. Currently, NFLX commands a next-year P/E of 52 times and EV-to-EBITDA multiple of 20 times.</p>\n<p>Does the above mean that the company’s stock is overly pricey? Perhaps, but a look at the peer group provides some perspective. Amazon stock’s&nbsp;multiples are in line with Netflix’s, at a 50 times forward P/E and 30 times EBITDA multiple. The market seems to expect quite a bit of these two stocks.</p>\n<p>On the other hand, certain names like Disney&nbsp;and Apple&nbsp;command more de-risked earnings multiples. Disney, obviously not a pure-play tech and streaming stock, currently trades at a 2022 P/E of 34 times. Apple’s 25 times is even more compelling. Apple's EV-to-EBITDA is also more conservative, at around 20 times vs. DIS’ 34 times that is more in line with AMZN’s.</p>\n<p><b>Seasonality in November</b></p>\n<p>Since its IPO, Netflix stock has delivered average positive returns in most months. However, November has been a rare exception. During the month that has just started, NFLX has historically dipped by an average of -1% – only to traditionally bounce back strongly some 30 to 60 days later.</p>\n<p>In October, NFLX saw above-average gains of more than 10%, which may lead investors to think that now is the time to lock in some profits. But since the start of the year, the stock has already appreciated some 30% and does not seem to be slowing down much.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0de8f3ded868be68e85246fd081cdf93\" tg-width=\"658\" tg-height=\"376\" width=\"100%\" height=\"auto\"><span>Figure 2: Average monthly return.</span></p>\n<p><b>Disney's fiscal Q4 ahead</b></p>\n<p>In the second week of November, another entertainment giant will release the results of its most recent quarter. Disney, which competes directly with Netflix in the streaming segment, is expected to report data on Disney+. Attentive investors will probably draw some conclusions on what these numbers might mean for Netflix and its stock.</p>\n<p>According to Disney's own CEO, subscriber growth this quarter should be lower than what the market had been expecting. If this number disappoints analysts, some investors may choose to dump Disney and turn their attention to Netflix. As a reminder, the Los Gatos company has recently experienced a pickup in user grow that bodes well for the stock.</p>","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>Netflix Stock: 3 Metrics To Watch In November</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nNetflix Stock: 3 Metrics To Watch In November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-03 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.\nNetflix has recently released third quarter ...</p>\n\n<a href=\"https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147065222","content_text":"NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.\nNetflix has recently released third quarter results that were well received – and Netflix stock continued its YTD climb. Since the start of the year, NFLX has gained around 30% in market value. But is now a good time to buy the company's shares, after it appreciated more than 10% in just one month?\nToday, we look at some of the main metrics that investors should pay attention to when thinking about buying NFLX in the month of November.\nFigure 1: Netflix's headquarters in Los Gatos, California.\nStretched valuations\nAs expected from a tech company with high growth prospects, Netflix does not carry the lowest valuation multiples in the market. Currently, NFLX commands a next-year P/E of 52 times and EV-to-EBITDA multiple of 20 times.\nDoes the above mean that the company’s stock is overly pricey? Perhaps, but a look at the peer group provides some perspective. Amazon stock’s multiples are in line with Netflix’s, at a 50 times forward P/E and 30 times EBITDA multiple. The market seems to expect quite a bit of these two stocks.\nOn the other hand, certain names like Disney and Apple command more de-risked earnings multiples. Disney, obviously not a pure-play tech and streaming stock, currently trades at a 2022 P/E of 34 times. Apple’s 25 times is even more compelling. Apple's EV-to-EBITDA is also more conservative, at around 20 times vs. DIS’ 34 times that is more in line with AMZN’s.\nSeasonality in November\nSince its IPO, Netflix stock has delivered average positive returns in most months. However, November has been a rare exception. During the month that has just started, NFLX has historically dipped by an average of -1% – only to traditionally bounce back strongly some 30 to 60 days later.\nIn October, NFLX saw above-average gains of more than 10%, which may lead investors to think that now is the time to lock in some profits. But since the start of the year, the stock has already appreciated some 30% and does not seem to be slowing down much.\nFigure 2: Average monthly return.\nDisney's fiscal Q4 ahead\nIn the second week of November, another entertainment giant will release the results of its most recent quarter. Disney, which competes directly with Netflix in the streaming segment, is expected to report data on Disney+. Attentive investors will probably draw some conclusions on what these numbers might mean for Netflix and its stock.\nAccording to Disney's own CEO, subscriber growth this quarter should be lower than what the market had been expecting. If this number disappoints analysts, some investors may choose to dump Disney and turn their attention to Netflix. As a reminder, the Los Gatos company has recently experienced a pickup in user grow that bodes well for the stock.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848109568,"gmtCreate":1635980873266,"gmtModify":1635980873330,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Yeah? Is it time to get my juice yet?[哇塞]&nbsp;","listText":"Yeah? Is it time to get my juice yet?[哇塞]&nbsp;","text":"Yeah? Is it time to get my juice yet?[哇塞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848109568","repostId":"2180522657","repostType":4,"isVote":1,"tweetType":1,"viewCount":1588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856748208,"gmtCreate":1635216767146,"gmtModify":1635217064342,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Be hungry for it?[想吃]&nbsp;","listText":"Be hungry for it?[想吃]&nbsp;","text":"Be hungry for it?[想吃]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856748208","repostId":"2178475001","repostType":4,"isVote":1,"tweetType":1,"viewCount":1668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851194512,"gmtCreate":1634877945771,"gmtModify":1634877945771,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"EV is the new age. But China has more choices coming up fast.","listText":"EV is the new age. But China has more choices coming up fast.","text":"EV is the new age. But China has more choices coming up fast.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/851194512","repostId":"2177469414","repostType":4,"isVote":1,"tweetType":1,"viewCount":1815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825577671,"gmtCreate":1634253556965,"gmtModify":1634274405488,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"Still have a lot of fans out there.[得意]&nbsp;","listText":"Still have a lot of fans out there.[得意]&nbsp;","text":"Still have a lot of fans out there.[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825577671","repostId":"1176037392","repostType":4,"repost":{"id":"1176037392","kind":"news","pubTimestamp":1634217624,"share":"https://www.laohu8.com/m/news/1176037392?lang=&edition=full","pubTime":"2021-10-14 21:20","market":"us","language":"en","title":"Why iPhone Supply Hiccup Is Not A Problem For Apple Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1176037392","media":"TheStreet","summary":"Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales","content":"<p>Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.</p>\n<p>The recent news has not been very favorable for Apple&nbsp;and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.</p>\n<p>Apple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7c2295e5c2fd9f6f41f8a86c0a4c8ce\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: iPhone 13 new model.</span></p>\n<p><b>This seems familiar…</b></p>\n<p>First, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?</p>\n<p>But long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that&nbsp;demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.</p>\n<p>If enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.</p>\n<p>The chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36f351ccb2a56f417bb16d8f0246fcc4\" tg-width=\"804\" tg-height=\"568\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone growth from 2019 to 2021.</span></p>\n<p>Average iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.</p>\n<p>Could the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.</p>\n<p><b>Apple is a good place to hide</b></p>\n<p>To be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.</p>\n<p>Of course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.</p>\n<p>Last year, I explained in more detail that Apple&nbsp;has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.</p>","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>Why iPhone Supply Hiccup Is Not A Problem For Apple Stock</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nWhy iPhone Supply Hiccup Is Not A Problem For Apple Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 21:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.\nThe recent news has not ...</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176037392","content_text":"Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.\nThe recent news has not been very favorable for Apple and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.\nApple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.\nFigure 1: iPhone 13 new model.\nThis seems familiar…\nFirst, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?\nBut long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.\nIf enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.\nThe chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.\nFigure 2: iPhone growth from 2019 to 2021.\nAverage iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.\nCould the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.\nApple is a good place to hide\nTo be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.\nOf course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.\nLast year, I explained in more detail that Apple has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822456789,"gmtCreate":1634168021076,"gmtModify":1634168021076,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567134836944993","idStr":"3567134836944993"},"themes":[],"htmlText":"These r good selections.[开心]&nbsp;","listText":"These r good selections.[开心]&nbsp;","text":"These r good selections.[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822456789","repostId":"2175157695","repostType":4,"isVote":1,"tweetType":1,"viewCount":1889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}