For most parameters, Apple is a & # 8217; healthy company. Record sales, record sales, margins, always soaring. But on Wall Street by late September the title continues to lose, at the expense of that of Google at the moment seems to attract many investors. As always, though, the stock market proves to be a game of prospects and, often, of speculation.
Looking at this chart, which offers l # & 8217; trends in 8217; # & last year title oscillations Apple and Google, it seems almost as if by the end of September has broken a spell in Cupertino and both born one in Mountain View.
It is not hard to imagine that many hedge found dealing with among others ICT sector (large investment funds that move tens of billions) have decided to push hard on Google and sell many of its Apple holdings, whereas l # 8217; & dizzying ascent over the past two years, have certainly paid conspicuously many of the investments made.
Apple remains among the most important companies in the world, playing with alternating first place again with Exxon Mobil (l 8217; # & oil company from the world's largest capitalization). Market capitalization that still sees Apple being top of 46.4 percent compared to Google, although the stock price rising of online search giant is gradually reducing the gap. Shares of Google rose, in fact, of 35 percent over the past 12 months, while Apple is down 21 percent. This morning Apple title was traded to 431.14 US dollars while Google was close to twice at 838.60 dollars.
Apart from a purely speculative factor, as mentioned above, which had already seen (well maybe repeat) a & # 8217; rise of Apple title that could keep such forever, but there are considerations of perspectives that cannot be ignored. A Bloomberg article raises the # & 8217; emphasis on optimism (perspectives, then) and 8217; # & advertising, especially the mobile sector. Google, in fact, holds more than 40 percent of u.s. online ad market, with the possibility of increasing that share. 8220 & #;C 8217; # & is only one company, writes Bloomberg, who can benefit from the growth of the Internet in all its areas whether it be video, mobile, social, local advertising. Apple has just done well in the field of device, nothing 8217; # & other & # 8221;.
This analysis might seem ungenerous since, in the model that Apple has created, the same has managed to generate well 12.9 billion in 2012 arising from services related to the software of their devices.
In terms of operating systems, the two companies together account for more than 90 percent of smartphone sales worldwide. Position that has literally left to other competitor 8220; # & crumbs & # 8221;. However, the number of areas where the two companies are in direct competition is 8217; # & it growing. Google, which owns a smartphone and tablet manufacturers like Motorola, recently announced the 8217; # & exit of a Notebook equipped with its own Chrome OS equipped with a high-resolution screen that exceeds even the MacBook Pro Apple's Retina. Of course, even here, as said the same Tim Cook a few days ago, opens the war on # & 8220; all feature 8217; # & ulitmate 8221; # &, however will serve more than one screen hyper defined at Google to think about worry Apple Notebook solutions (which I personally consider again the real all 8217; # & dell & # eyelet 8217; Apple Excellence).
With the market for high-end Smartphones that appears close to saturation, however, investors are worried that Apple's model may suffer the 8217; # & fierce competition at least until the company decides to introduce another product, style and innovative Apple, some # & 8217; How was the 8217; # & iPod before, and 8217; # & iPhone and 8217; # & iPad then. The current rumors and rumors are focused on a possible iWatch or on a television, however are rumors that run for a long period and may be not yet ripe. In the smartphone segment, what got more joys in the past to the colosso di Cupertino, the competition is focusing a lot on devices with larger screens and build quality than many competitor is certainly uphill. The main competitor to Apple and Android's greatest ally is Samsung and Google is preparing to launch its upcoming flagship smartphone, the Galaxy S4, which certainly will be accompanied by a massive marketing campaign (as already happened for the previous model).
Google, meanwhile, gets the 55 per cent of the mobile advertising market in the United States this year, according to eMarketer, predicted growing share to 57 percent in 2014. Its Android operating system is on more than two smartphones sold worldwide on three, which will surely further the share of 8217; # & mobile advertising held by Google. To this must be added the resolution of multiple anti-trust investigations, which have convinced many investors to see still in Google a great opportunity for their investments.
Not all investor class, though. According to Warren Buffett, one of Wall Street's gurus, Apple should buy back its shares with some of his 137 billion in cash it holds in its coffers. Buffett has compared this operation like the tactic to 8220; # & l 8217; # & buying dollar bills for 80 cents & # 8220;.
According to indeed other prominent analysts of Goldman Sachs, the title AAPL would be the most undervalued on Wall Street, who have estimated the price per share of around $ 660.
Source From IosDroid.net
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