"iPhone sell-through was down, but consumers are pivoting to Apple’s ultra-high end, helping to offset some of the declines." — Senior analyst Ivan Lam
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This week's Apple trading strategies (1/13-1/17)
10 months ago
10 months agoA place for Apple traders and investors to share their best ideas.
Ming-Chi Kuo: 2025 is going to suck for Apple
10 months ago
10 months agoFrom Kuo's: "Apple Likely to Face Fiercer Challenges in 2025, Requiring Caution Against Potential Downside Risks from Earlier Overly Optimistic Market Sentiment" posted Friday on his Medium account.
"If it is $1 billion, it is not sufficient." — Industry Minister Agus Gumiwang Kartasasmita.
Read More Indonesia meets with Apple to move the goalposts again
Modi sweetens the deal for Apple's Indian suppliers
10 months ago
10 months agoPrime Minister Narendra Modi’s government has spent billions of dollars in incentives to lure companies like Apple and Samsung Electronics Co. to set up manufacturing plants in the South Asian country.
Read More Modi sweetens the deal for Apple's Indian suppliers
"Many American companies, led by Apple, have built supply chains that rely on contract manufacturers in China producing goods for export to the U.S., which face those tariffs."
Read More WSJ: Why U.S. companies have gone silent about the coming China trade war
From Cybart's "Apple Places Retail Bet on Saudi Arabia" ($) posted Tuesday by Above Avalon.
Read More Neil Cybart: Saudi Arabia isn't going to move the needle for Apple
Bloomberg notices that Apple has been on a tear
11 months ago
11 months ago"It is definitely a head scratcher that the stock is doing so well with China being in the state it’s in." — Parnassus' Andrew Choi
From AAPLInvestors Terry Gregory, keeper of the stats.
Read More Apple at $247.77: 7th record close in the space of 8 days
The Economist: Tough times for U.S. firms in China
11 months ago
11 months agoIn a recent survey by the American Chamber of Commerce in Shanghai, less than half of respondents said they were optimistic about the prospects for their business in China over the next five years—a record low.
Read More The Economist: Tough times for U.S. firms in China
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