- 摩根士丹利（Morgan Stanley）週五表示，投資者應該利用蘋果近期的拋售機會，因為蘋果在推出iPhone 12之前提供了一個“引人注目的入口”。
- 蘋果股價已從9月2日的高點下跌了20％，超過了跌幅更大的跌幅，原因是科技股在整個9月帶領市場走低。
- 摩根士丹利重申對蘋果的“增持”評級和130美元的目標股價，較週四收盤價有20％的潛在上漲空間。
- 摩根士丹利（Morgan Stanley）稱，這是投資者應該購買蘋果股票的三個原因。
在備受期待的iPhone 12發布之前，投資者應利用近期蘋果股票的拋售並買入。
摩根士丹利（Morgan Stanley）的凱蒂·胡伯蒂（Katy Huberty）表示，他在周五的一份報告中重申了蘋果的“增持”評級和130美元的目標股價，較週四收盤價具有20％的上漲空間。
Huberty說，她認為蘋果業務的強勁數據點與其最近的股價下跌20％背道而馳，該股跌幅超過了大盤，原因是科技股將其從9月2日的歷史高位拉低。
因此，Huberty說，在蘋果下一次發布iPhone之前，蘋果股票是一個“引人入勝的切入點”。
摩根士丹利（Morgan Stanley）稱，這是投資者應該購買蘋果股票的三個原因：
1.商店重新開業的速度在加快。
休伯蒂說：“我們繼續看到蘋果零售店重新開業的步伐在加快。” “儘管蘋果在過去4週內已在美國重新開設了57家零售店，但昨天（9月23日），蘋果又在美國重新開設了30家零售店……這使蘋果的開放零售店總數達到512家的446家（佔87％在所有商店中。”
2.蘋果供應商報告了可觀的收益。
摩根士丹利（Morgan Stanley）稱，週五Jabil公佈的強勁業績超出了分析師的預期-蘋果公司佔Jabil收入的22％。
Huberty強調說，在Jabil的財報電話會議上，首席財務官Michael Dastoor表示，流動性是其本季度收入增長的主要驅動力。達斯托爾說：“反季節的發射繼續表現非常出色。” “與此同時，即將於第四季度開始的即將推出的下一代產品進展非常順利。”
3.對蘋果Mac和MacBook系列的需求強勁。
Huberty說：“我們繼續看到蘋果Mac和Macbook系列產品的交貨時間延長，我們認為這表明蘋果計算機產品的需求強勁，而不是供應不足。”
她補充說：“我們預計Mac收入在9月份季度將同比增長29％，這與更好的Mac數據點相吻合，與去年相比則更容易。”
*******************************************
- Investors should take advantage of the recent sell-off in shares of Apple, as it provides a "compelling entry point" ahead of its iPhone 12 launch, Morgan Stanley said on Friday.
- Shares of Apple have fallen 20% from their September 2 high, outpacing the broader decline as technology stocks led the market lower throughout September.
- Morgan Stanley reiterated its "overweight" rating and $130 price target for Apple, representing potential upside of 20% from Thursday's close.
- Here are three reasons investors should buy the dip in Apple, according to Morgan Stanley.
- Visit Business Insider's homepage for more stories.
Ahead of the much anticipated iPhone 12 launch, investors should take advantage of the recent sell-off in shares of Apple and buy the dip.
That's according to Morgan Stanley's Katy Huberty, who in a note on Friday reiterated Apple's "overweight" rating and $130 price target, representing 20% upside potential from Thursday's close.
Huberty said she thinks strong data points in Apple's business run counter to its recent stock decline of 20%, which outpaced the broader market as technology stocks led it lower from record highs on September 2.
Therefore, shares of Apple present a "compelling entry point" ahead of Apple's next iPhone launch, Huberty said.
Here are three reasons investors should buy the dip in Apple, according to Morgan Stanley:
1. Store reopenings are accelerating.
"We continue to see the pace of Apple's retail store reopenings accelerating," Huberty said. "While Apple has reopened 57 total US stores in the last 4 weeks, yesterday, September 23rd, Apple reopened a total of 30 retail stores in the US ... This brings Apple's total open retail store count to 446 of 512 stores (87% of all stores)."
2. An Apple supplier reported strong earnings.
Jabil on Friday reported strong earnings that beat analysts' estimates — and Apple represents 22% of Jabil's revenue, according to Morgan Stanley.
Huberty highlighted that during Jabil's earnings call, Chief Financial Officer Michael Dastoor said mobility was a big driver of its revenue upside in the quarter. "The out-of-season launch continues to perform extremely well," Dastoor said. "In tandem with this, the upcoming next-generation launch, which will begin in Q4, is going extremely well."
3. There is strong demand for Apple's Mac and MacBook lineup.
"We continue to see lead times extending for Apple's Mac and Macbook lineup, which we believe points to strong demand, rather than a lack of supply, for Apple's computer products," Huberty said.
She added: "We forecast Mac revenue growth accelerating to 29% Y/Y in the September quarter, which we believe better aligns with the improving Mac data points and easier Y/Y compares."
*********************************************
沒有留言:
張貼留言