Tag Archives: Apple

The Chinese smartphone giant Xiaomi will go public in Hong Kong in July

The fourth-largest smartphone maker Xiaomi are planning to go public, and the company will start a roadshow in the U.S and Europe in a few weeks. After a collaboration with institutional investors in the U.S and Europe to value the firm at no less than $70 billion, the Chinese smartphone giant will go public in Hong Kong in July.

In my recent article I talked about Foxconn and their plans to go public a week ago, and more Chinese companies are on the way, One of them is Xiaomi, and their IPO is the biggest IPO so far in 2018 which is good for Hong Kong.

(Xiaomi`s profit is “only” $2, but their biggest market is India)

 

Hong Kong is on the way to be the destination of choice for global companies seeking to raise capital. Hong Kong marks the 21st anniversary of the citys return to Chinese sovereignty on July 1, and Xiaomis IPO can be a great birthday present to Hong Kong.

Xiaomi went from a start-up to surpass $16 billion in seven years, and their founder Lei Jun decided to make a smartphone brand selling handsets at “honest” prices. Eight years later, Lei Jun and the seven other co-founders have made a company that wants to challenge the global industry dominance by Apple, Samsung and Huawei.

Xiaomi are the cheapest smartphone on the market with the biggest market share in India. About 70 percent of their 2017 sales of 114,6 billion yuan came from smartpones, but there is a huge difference between Xiaomi and Apple.

Lei Juns profit from his low-budget price smartphone is "only" $2 per handset. Tim Cooks margin is between $151 and $250 on each iPhone.

Xiaomi more than doubled its overseas shipments to 27 million handsets in 2017. Its revenue skyrocketed to 32,1 billion yuan. There is no doubt that the global market is where their ambitions lie, and this is globalization at its best.

Xiaomi opened its first European sales outlet in Paris and plans to open additional Mi stores in France, Spain and Italy later this year.

Xiaomi do not only have a big potential with its smartphones but also from smart devices, better known as the Internet of Things (IoT). Industry revenue may balloon every year at a 13,3 percent compounded growth rate to $6,2 billion by 2021, according to IDC.

Their innovative products will make a tremendous change in every industry.

Xiaomis valuation can be $100 billion and it will be the biggest IPO since Alibaba in 2014. Alibabas IPO was the biggest IPO of all time with its 25 billion IPO in New York. Facebook went public in 2012 with an $16 billion IPO.

Former communist China are on the way up. This IPO will make even more rich people in China. Founder Lei Jun and his co-founders will be rich after the IPO. Not only that. 56 of the earliest employees pulled together $11 million to invest in the start-up. Today, they are the lucky 56.

Their stake in Xiaomi may soon be worth about $1 billion to $3 billion, depending on the stock sale. That works out to $36 million each at the midpoint.

Citic-CLSA, Goldman Sachs and Morgan Stanley had been appointed to arrange Xiaomi`s stock offer.

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More than 50% of Apple`s revenue comes from the iPhone sale and Service is a growth sector

More than 50% of Apples revenue comes from the iPhone sale, but for how long will that last? Its dangerous for a company like Apple to think it will last for the next hundred years, and that`s probably why CEO Tim Cook have targeted service as a growth sector.

Iphone is still a very important product for Apple and therefore it will be much talked about, but other products are also good and should be one the plan. Service revenue from iCloud, the App Store and Apple Music can all grow in the future.

We know the evolution of the mobile phone industry. The Swedish company Ericsson was hot during the 90s, before Finlands Nokia took over the throne, but it didn`t last forever. As you may know, Apple launched iPhone and have since then been the king of Smartphones.

Smartphones won`t last forever, and once those phones are “out”, Apple must be prepared and think fast. The way we use our phone as we know it today will change.

Apple`s market cap is $848,35 Billion and so far it has been a great ride for the last ten years. Their multi-hundred billion cash stockpile gives them a great opportunity to spend money on M&A, but also R&D.

Morgan Stanley thinks the company could increase the capital return program by $150 Billion. Earlier this year, Apple said it expects to pay $38 Billion taxes on what it plans to repatriate, implying it will bring back nearly all of its $250 Billion in overseas profits.

The Street are concerned about the iPhone X sale and total revenue based on higher selling prices. Service are growing about 20% YoY, but the revenue from iPhone X can be worse than investors like to think.

The newest generation of iPhones is not as good as the iPhone 7 has a year earlier. Maybe it is because of a stiff price or maybe consumers go for a cheaper phone?

Shares of Apple are flirting with 200 MA and after a jump of nearly 2 percent on Monday it will be interesting to see if the results on Tuesday will send the stock in the bullish territory or down again.

Apple Inc is expected to report earnings on 1 May 2018, after market close, and the report will be for the fiscal Quarter ending March 2018. Earnings for the quarter is $2,69 which is better than last years $2,1.

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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Netflix`s 43 percent jump in streaming revenue was its best in history

What investor on this planet didnt like Netflixs Q1 2018 revenue growth of 43 percent? Netflix has been one of my favorite stocks in many years and is still a favorite. But what investors are concerned about is their amortization of streaming content that is not keeping pace.

Netflix`s amortization of streaming content is up «only» 33 percent which is still very good, and their earnings growth is up 60 percent YoY. This is absolutely impressive. Despite the fact that their revenue growth is astonishing, CEO Reed Hastings has sold 8 percent of his stock.

 

Netflix is still expanding and according to Financial Times, the company will raise its investment in content across Europe and plans to spend about $1 billion on original productions this year. The revised budget will be more than double that of last year.

Netflix also unveils ten new European projects, and second season of «Glow» which will be released on June 29. Those who criticize their spending should be quiet, because the growth is unbelievable for a tech company that has been on the market for more than two decades.

Netflix added 7,4 million more streaming subscribers with 5 million of them outside the U.S, and higher subscription prices on top of their growing customer base gave them a huge boost for their revenue.

Netflix`s 43 percent jump in streaming revenue was its best in history.

Netflix reported $290,1 million in net income for the first quarter and that alone is more profit in three months than the streaming company had for the entire year of 2016.

Whats really funny is to see how Netflix in their own earnings report every quarter in a shareholder letter are describing their competitors. Netflix has been in the market for a couple of decades, but the competition has changed in the past year.

Last year, they were talking about «skinny bundles» and Amazon.coms sports ambitions, but new they mentioned Amazon, Apple, Facebook, Alphabets Google, YouTube and Walt Disney. Netflix are talking much about the iPhone maker and predicted how Apple will incorporate original content it has begun to purchase.

«Apple is growing its programming, which we presume will either be bundled with Apple Music or with iOS,» Netflix said. More companies are entering the market. Apple has reported that they will invest about $1 billion on original video content.

Netflix pointed out that it doesn`t seem to think Facebook and YouTube are truly competitors, as they are supported by ads instead of subscriptions.

Their biggest competitor may be former partner Disney. They split with Netflix last year, and started its own streaming services. Disney acquired 21st Century Fox and Hulu will also be owned by Disney after the deal with Fox.

Netflix`s market cap is $132 Billion.

 

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Investors are worried because Gary Cohn, who is a Wall Street veteran, was opposed to the tariffs

President Donald Trump usually do the things he promise to do. He had long talked about tariffs, and earlier this week he said; “I have no choice.” His economic advisor Gary Cohn didn`t like that and announced retirement.

Mr Trump shocked the market last week with his decision to impose 25 percent tariff on steel imports and 10 percent tariff on aluminium. Investors are worried because Gary Cohn, who is a Wall Street veteran, was opposed to the tariffs.

 

 

Gary Cohn is a former Goldman Sachs president and free trade advocate. He is the man who helped Mr Trump and his team at the White House to deliver historic tax cuts and reforms, but he clashed with Trump`s protectionist advisors on the issue of tariffs.

White House officially said that President Donald Trump will announce more details on the tariff proposal on Thursday this week.

In addition, there could be conversation this week around more trade actions.

European Union said they will target $3,5 billion of goods like motorcycles, T-shirts, whisky and jeans imported from the United States. European Commission President Jean-Claude Juncker said the trade bloc would “not sit idly” if Trump goes ahead with his tariffs.

President Trump warned the US would apply a tax on European cars if the bloc wants to increase tariffs on American companies. A statement the European automakers didn`t like at all.

The Volksvagen emissions scandal (Emissionsgate/dieselgate) began in September 2015, when the United States Environmental Protection Agency issued a notice of violation of the Clean Air Act to German automakers Volkswagen Group.

Volkswagen pleaded guilty to conspiracy and obstruction of justice charges in a brazen scheme to get around US pollution rules on nearly 600,000 diesel vehicles by using software to suppress emissions of nitrogen oxide during tests.

Assistant US attorney John Neal said it was a “calculated offence,” not a «monetary lapse of judgement».

In my recent articles, I have talked about Europe`s treatment of American companies. A bad treatment that has been going on for decades.

In 2001, the European Commission accused Microsoft of having illegally extended its dominans in operating systems for PC`s into adjacent markets, for tying Windows to programs that play music and videos.

The European Commission said Microsoft was too dominant in the market in 2001. They said the same about Google in 2016, claiming that Google was too dominant in the internet search market. Last year, they attacked the biggest company in the world: Apple.

Nucors CEO told CNBC last week that the presidents proposal was about treating Europe “exactly as they treat us.” So, who is the real elephant in the room?

President Trump has many times said that Europe are treating USA bad, and this has been going on for a long time now. It is clear to see that there has been a silent war going on, but Mr Trump is the one to do something with that.

The war between Europe and USA is not a secret anymore. This trade war is a zero sum game, and there is no winner. This is how the market was before the start of World War II. Now, the history seems to repeat itself. This can be very ugly.

In 2015, Russia marked 70 years since the victory over the Nazis with a spectacular parade in Moscow. Many Western leaders missed the event. USA is the one who stopped World War II.
<p align="LEFT"><span style="color:#333333;"><span style="font-family:Georgia, 'Bitstream Charter', serif;"><span style="font-size:small;">Everybody in Greece are talking about Nazi-Europe. They know the history from WWII. Nazi Germany invaded Greece to assist its ally, Fascist Italy, which had been at war with Greece (Greco-Italien War) for about a year. </span></span></span></p>
<p align="LEFT"><span style="color:#333333;"><span style="font-family:Georgia, 'Bitstream Charter', serif;"><span style="font-size:small;">The occupation ruined Greek economy. The Nazi occupation led to rampant inflation, and 200,000,000-drachma banknote were issued in 1944. They can
t do the same today, because they do not have its own currency. They have Euro.

What the Nazi`s did to Greece is a long list of crimes against humanity, and the truth cannot be hidden.

The Nazi`s burned down every house and dynamited the church in retaliation, but the Greeks were the first Europeans who won a victory against fascism.

The biggest party in Italy, The Five Star Movement, is Euroskeptic. So, are the Brexit voters. EU need to change its strategy very fast, because EU is very important but not the ugly part of it.

European Commisssion doubts justification for Trump tariffs. It is done under section 232, which refers to National security. European Commission cannot see how the allies is a threath to International Security in the United States.

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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Elite CEO`s scrambled to take selfie with Trump in Davos and there was overwhelming universial support for the “rockstar”

President Donald Trump were treated like a rock star when he came to Davos, Switzerland last friday. It was like Michael Jackson, Elvis Presley and Beatles combined. It was chaos. Everybody wanted to be where Trump was. Everybody wanted to be around him.

Elite CEOs scrambled to take selfies with him. Theyre elbowing each other out-of-the-way, and there was overwhelming support for Mr Trump. Not only that; The Dow Jones Industrial Average went straight up, over 200 points on the news of Mr Trump`s reception in Davos. Wow!

President Trump was surrounded by a bunch of globalists. A bunch of one-world government globalists types. CEOs and other leaders around the world. What we saw in Davos was a universal support. Except one thing: Mainstream Media. They didnt like it at all.

Right after Mr Trumps inauguration, Mainstream Media were laughing at President Trumps tax cut plan. Some of them said; Trump belive he can cut the taxes. How in the world can he afford to do that? Ha ha ha.

Now, a year later, Trumps $1,5 trillion tax cut and the «resulting boom» has been applauded in Davos. The Prime Minister in Netherland said in an interview that he support some of Trumps politics and that the world need more leaders like him.

I do agree. I support some of his politics, but disagree with other things. So was it with Obama, Bush and Clinton. I belive people around the world should support the U.S president no matter who it is. It`s about respect. He is the boss. A powerful world leader.

President Donald Trump is a leader for the history books, and he is a great president that kids in the future shall study and learn about. People in America should be proud of him. He is not only a representative for the U.S, but also a great mentor on the world stage.

President Donald Trump is one of the world`s greatest leaders, and those who would say otherwise are in a dark place.

Donald Trump is in arguably one of the most interesting and popular personalities in the world right now. This is an incredible and most important marker in earths history. As weve seen the ceremonies of transition of power from president to the next, this one will be remembered for generations to come.

This is a power shift that is not inclusive to America but a power shift that affected the whole world. The inauguration of President Trump signaled the end to the power that has been in control of the human race for thousands of years.

What we see now is a total shift of the control of the earth.

Some people claim that the Luciferian rain is fading out and it`s the end of the world as they know it. Lucifer has lost power and control of the earth in all of his mechanisms of deception and manipulation will be exposed completely.

Donald Trump in his inauguration speech said; «Together we will determine the course of America and the world for many, many years to come (The righteous are now in control of America and the world).

Your voice, your hopes and your dreams will define our American destiny. (The righteous have taken control of the future).

And your courage and goodness and love will forever guide us along the way. We stand at the birth of a new millennium ready to unlock the mysteries of space (The truth about space will be exposed) to free the earth from the miseries of disease (The pharmaceutical industry to be exposed) and to harness the energies industries and technologies of tomorrow (free energy).

Today`s ceremony however has very special meaning. Because today, we are not merely transferring power from one administration to another, or from one party to another, but we are transferring power from Washington DC and giving it back to you, the people

January 20th 2017 will be remembered as the day the people became the rulers of this nation again (On January 20th 2017, the course was broken).

And most importantly, Trump said, We will be protected by God (The Luciferian is crying).

Its being said that this is a transition of power from the Luciferian rulers of the earth to the righteous people of the earth. President Trump with the help of Americas allies including Russia will put an end to this Luciferian World Order agenda.

President Trump went to Davos to represent the interest of the American people to affirm America`s friendship and partnership in building a better world like all nations representing at this great forum. America hopes for a future in which everyone can prosper and every child can grow up free from violence, poverty and fear.

He also said in the speech that the world`s largest company Apple announced it plans to bring $245 billion in overseas profits home to America. Their total investment into the United States economy will be more than $350 billion over the next five years.

Now is the time to bring your business, your jobs and your investments to the United States. This is especially true because we have undertaken the most extensive regulatory reduction ever conceived . Regulation is stealth taxation.

The U.S, like many other countries, unelected bureaucrats, (and we have them all over the place), and they`ve imposed crushing an anti business and anti worker regulations on our citizens with no vote, no legislative debate and no real accountability. In America, those days are over.

I pledged to eliminate two unnecessary regulations for every one new regulation. We have succeeded beyond our highest expectations. Instead of two for one, we have cut 22 burdensome regulations for every one new rule. We are freeing our businesses and workers so they can thrive and flourish as never before.

We are creating an environment that attracts capital, invites investment and rewards production. America is the place to do business. So, come to America where you can innovate, create and build. I belive in America.

As President of the United States, I will always put «America first,» just like the leaders of other countries should put their country first. But America first does not mean America alone. When the United States grow, so does the world.

American prosperity has created countless jobs all around the globe and the drive for excellence, creativity and innovation in the U.S has led to important discoveries that help people everywhere. Live more prosperous and far healthier lives as the United States pursues domestic reforms to unleash jobs and growth. We are also working to reform the international trading system so that it promotes broadly shared prosperity and rewards to those who play by the rules.

We cannot have free and open trade if some countries exploit the system at the expense of others. We support free trade but it need to be fair, and it needs to be recipical. Because in the end, unfair trade undermines us all. The United States will no longer turn a blind eye to unfair economic practices, including massive intellectual property theft, industrial subsidies and pervasive state-led economic planning.

These and other predatory behaviors are distorting the global markets and harming businesses and workers. Not just in the United States but around the globe. Just like we expect the leaders of other countries to protect their interests. As President of the United States I will always protect the interest of our country, companies and our workers.

We will enforce our trade laws and restore integrity to our trading system. Only by insisting on fair and reciprocal trade can we create a system that works not just for the U.S but for all nations.

As I have said, the United States is prepared to negotiate mutual beneficial bilateral trade agreements with all countries. This will include the countries in TPP which are very important. We have agreements with several of them already. We would consider negotiating with the rest either individually or perhaps as a group if it is in the interest of all.

At the end of the speech he said; We must invest in our people. When people are forgotten, the world becomes fractured. Only by hearing and responding to the voices of the forgotten can we create a bright future that is truly shared by all. The nations greatness is more than the sum of its production. The nations greatness is the sum of its citizens. The values, pride, love, devotion and character of the people who call that nation home.

President Trump have dedicated his life to the American people. To the world. I want to remind you that he is doing all this for only $1 dollar. What a man!

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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High quality Polo shirt with Shinybull logo. This version is made from breathable 100% cotton. Short sleeves and ribbed armbands.

$125.00

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