Plus, a handy checklist of which companies in Apple’s supply chain will benefit from which products.
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This should assuage investor concerns about a slowdown for Apple in China, says analyst Samik Chatterjee.
Read More J.P. Morgan: iPhone sales rose sharply in China last month -- Updated
From a note to clients by analyst Samik Chatterjee that landed on my desktop early Tuesday.
From a note to clients by analyst Amit Daryanani that landed on my desktop Tuesday.
Read More Evercore attributes Apple's $13 drop, in part, to a Chinese smartphone report
But following a 26% rise over the past three months, analyst Samik Chatterjee has taken Apple off J.P. Morgan's "Analyst Focus List."
From a note to clients that landed on my desktop Thursday.
Read More J.P. Morgan: Apple would be a prime beneficiary of a Biden victory
Don't write off Apple TV+ just yet, says analyst Samik Chatterjee. From a note to clients that landed on my desktop Thursday morning: Early content and…
Analyst Samik Chatterjee took a close look at the iPhone SE's prospects in India and liked what he saw. From a note to clients that landed…
From a note to clients by analyst Samik Chatterjee that landed on my desktop Tuesday.
Read More J.P. Morgan: China iPhone shipments rose sharply in April
Wherever analyst Samik Chatterjee looked last week, demand for the budget iPhone was getting ahead of supply.
Read More J.P. Morgan: Apple is selling iPhone SE's as fast as it can make them
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