Tag Archives: Apple

OPPO is growing much faster than its competitors

I remember the first day I bought my first mobile phone. It was in 1992. It was a big black phone and that beast was three times bigger than an ordinary Apple phone. After a few minutes in my conversation, the battery was flat, and I spent hours to fill it up again.

It didn`t take long before I bought a new one; Ericsson from Sweden. Once one of the greatest in the world. I changed the phone onece again, and this time to Nokia from Finland. Also one of the greatest in the world.

 

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Both, Ericsson and Nokia are falling stars. The Americans came into the market and Apple started to rule the world. Not only that. In a short period of time, they became the biggest company in the world. But how is it now?

There is no doubt that China is the largest smartphone market in the world, and Apple is not at the top three. Smartphone shipments in Q2 amounted for 111,2 million units, and top thee vendors in China accounted for 47% of total shipments.

Who are at the top three? Is it Ericsson? Nokia? Or Apple? No, none of them are at the top three. The biggest names are Chineese brands like Huawei, OPPO and Vivo. Its a surprice to see that Apple are fifth in this important market. Its a bigger surpise to see Samsung below top five.

Its a big market, but its also a very important market, and Its also a big surprise to see the low cost company Xiaomi has dropped down about 40%. Its obviously tough for them to grow in the market with so many aggressive competitors.

OPPO is one of the greatest. Up over +124%. The company is founded in 2004 and the brand is a Chinese electronics manufacturer based in Dongguan, Guangdong.

OPPO Digital is based in Mountain View, California, Unitted States. It is known for its universal upconverting DVD and Blu-ray Disc players. Its first product was the OPPO OPDV981H Up-Converting Universal DVD Player.

OPPO entered the mobile market in 2008.

Last year, OPPO signed an agreement with FC Barcelona to become an official partner of the Spanish football club. OPPO has become a stiff competitor in the Chinese market, which is growing faster than any other mobile company.

 

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Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Google will earn billions on Pokèmon`s success

Google is expected to report earnings on Thursday 28, 2016, after market close. The report will be for the fiscal Quarter ending Jun 2016. The Google stock has skyrocketed since June this year, and this company never stop to impress.

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A couple of days ago we saw Apple go straight up after their earnings report. It is forecasted that Apple could see $3 billion in revenue over the next one to two years generated exclusively by Pokèmon Go.

So is it for Google.

The success of Pokèmon seems to give a huge bonus for both Apple and Google. Google Play are the base for any successful games running on Google`s platform, and so is it for the App Store at Apple.

The huge difference between Apple and Google are their system like iPhone and Android, but the amount of money consumers are spending on both platforms will benefit them both.

Nintendo jumped from 15,000 (TYO: 7974) in June to 32,000 on 19 July this year on their success Pokèmon Go. But it peaked at about 32,000. It plunged 14% yesterday on bad results. Earnings of $0,65 per share from a year ago plunge to a net loss of $1,93 per share.

Nintendo`s Wii U system also fell over 50% YoY. This is why Nintendo is going down and Google up.

Keep in mind that Nintendo is not the producer of the Pokèmon go app. Nor do they sell it.

The Pokèmon Company is a joint venture between Nintendo and two other Japanese companies, and they receives license fees from Pokèmon Go`s in-game purchases. Most of all these fees goes to former Google subsidiary Niantic Labs.

It`s funny when games like this has huge success. They will all profit from it, but for how long will the trend continue? Once it is over, it will drop like a stone.

We all know the story of fresh games like Mario, Zelda and Donkey Kong, and we also know that this is not the end of the gaming era. Nintendo are about to finish its next-generation video games console, code-named Nintendo NX.

Maybe Google will profit from that to.

EPS forecast for the quarter is 6,47 compared to $4,93 at the same time last year.

 

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Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Alphabet can be the largest company very soon

The most valuable company in terms of market capitalization is Apple with a market cap of 523,90. Alphabet`s market cap is 508,76, which means there is only 15,14 that separates them, which means Alphabet can be the largest company very soon.

66% of Apples sales comes from iPhone and Apples new release for iPhone 7 is in September. That is a very long time to wait. Before that, the sales can slow down, and so can the stock. It can go in the other direction for Alphabet.

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Alphabet will come out with a new report after the bell close today. Wall Street`s estimates for EPS is expected to come in at $8,17, with revenue of $16,9B.

Last summer, they changed the name to Alphabet Inc, but Google will continue as the company`s legacy business and include core properties such as search and advertising. Alphabet will continue to invest in self-driving cars, health care, Google-X and smart homes.

So, this will be the first quarter to see how both segments are doing it. Alphabet`s shares rose 46% last year after cost cutting initiatives and a lot of reorganizing. We will probably hear more about that later today.

Alphabet is focusing on innovation and growth and their search division has contributed to the recent robust growth. They introduced YouTube Red and will continue with acquisitions. They succeeded with their strategic mobile initiatives, so it should be a good quarter for Alphabet (GOOGL).

Alphabet can be the largest company very soon.

 

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Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Is Apple falling down from the tree?

I had two American favorite stocks in 2005. Google was one of them. Apple is the other one. As you may know, it has been ten great years while Apple went to be the biggest company in the world. Now, it is the darling of Wall Street. How long will that continue?

Apple will report FQ1 2016 earnings Tuesday January 26th, after the bell and it is a critical moment for Apple right now. The coming report will be highly scrutinized by investors because they are concerned about Apple`s iPhone sale.

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When I launched Apple in my portfolio in 2005, they didnt have iPhone at all. Since then the sale of iPhone has skyrocketed. But what now? There are signs that iPhone sales is slowing. We can see that many of Apples suppliers are declining and so are Apple`s orders.

Apple is also attacked by Qualcomms new weapon. Apples A10 chip for Iphone 7 will be built on TSMC`s 16-nanometer FinFET Plus technology, but it seems like Android devices will be built on more advanced 10-nanometer technology.

Qualcomm`s next-generation Snapdragon 830 processor (the successor to the Snapdragon 820 that is slated to appear in devices over the next couple of months) is planned to be launched in the beginning of 2017.

Its not only Apples suppliers that is concerning Apple`s investors. China is a big market for Apple and a slowdown in Asia in addition to a slowdown globally can hit the company hard. Not only that. It is estimated that the global demand for smartphones will decline and fall below 10%, and so will the iPhone sales. In other words it seems like we has reached a top.

But thats for iPhone. Apple has more than iPhone. Despite the fact that iPhone is Apples biggest money-maker, they also have Apple Watch, Apple TV and Apple Music in the same lineup. They are all new in Apples portfolio and Im most exited about Apple Watch, because I think it will be hard to replace iPhone with Apple Watch.

Apple`s revenue from smart phone was 66% in 2015 and their sales jumped 28% in its latest fiscal year. Apple Watch is a new product so it is expected to see that sale to increase. The price for Apple in 2005 was only $5. Now it is $100! Experts expect it will rise 40% in 12 months.

The stock is down about 30% since the top last year, with an EPS of 9,20. Market Cap is 556,72B with an P/E of 10,92. Estimize consensus calls for FQ1 EPS of $3,27 and revenue of $77,138 Billion, which is slightly higher than corporate guidance and Wall Street`s estimates.

Apple is still a profitable company and a popular brand among the younger generation, and with $200 billion in cash and manageable debt obligations, Apple will still be a popular brand.

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Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Alphabet Inc near all-time high

I remember the tech boom in the late 90`s. It was so many great tech companies and we all knew that this was the future. Investors were buying tech stocks with both hands, and we all know the results; A BIG FAT Bubble.

We can see some similar things going on today. Twitter was a hype when they went public in 2013 at a share price of $26. Investors liked the stock and it soared to about $75, but it all stopped there. Wednesday this week, Twitter traded at an all time low at $15.

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Twitter is not alone in this bubble club right now. Many other tech stocks has suffered lately and I think there is different reasons for that. The main reason for the smaller tech companies is easy money because of the rock-bottom interest rates.

Together with inflated tech stock prices we can also see sky-high Silicon Valley real estate prices and rents. Just like we saw in the late 90`s tech boom.

BlackRock slashed its valuation on Snapchat by 24% last year, while Fidelity slashed its valuation on Dropbox by 31%. So things are about to change. Easy money will not be so easy now, which means it will be more difficult for many tech start-ups.

But some tech companies are still going strong.

 

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One of my favorite stock since 2005, are trading higher on friday. Alphabet Inc (GOOG) is up +2,59% on friday, trading at 745,46. EPS for Alphabet Inc is 21,26 with a market cap of 493,21 Billion.

Alphabet Inc was a big Monster last year, adding nearly 47% in 2015 and traded just below $800 in late December at an all-time high!

It is revealed that Google, in 2014, had paid Apple a sum of $1 billion in order to keep their search bar on the iPhone. Google obviously understand how important it is to have their own operative system on Apple`s iPhone.

Alphabet Inc is a collection of companies like Calico, Google`s health and longevity effort; Nest its connected home business; Fiber, its gigabit internet arm; and its investment divisions such as Google Ventures and Google Capital, and incubator projects, such as Google X.

Many investors have a buy rating with a target price of $850. Others up to $900. I look forward to Apple`s quarterly earnings report next Tuesday, and Alphabet Inc will report on February 1, 2016.

Shareholders are holding their breath to see if today`s rallies will continue.

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Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

 

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