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Forces94
2021-07-19

Apple

Apple May Be Trailing Google, Facebook In YTD Gains By Far But Munster Still Expects It To Be Top-Performing FAANG Stock In Rest Of 2021

DespiteApple Inc’s distant fourth rank among FAANG peers in terms of first-half gains, Loup Ventures

Apple May Be Trailing Google, Facebook In YTD Gains By Far But Munster Still Expects It To Be Top-Performing FAANG Stock In Rest Of 2021

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Forces94
·2021-07-19
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Apple stock has grown 15%, while<b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a> Inc</b>&nbsp;, at the bottom of the chart, has grown 6% during the period.</p>\n<p><b>Price Action:</b>Apple shares closed 1.41% lower at $146.39 on Friday.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple May Be Trailing Google, Facebook In YTD Gains By Far But Munster Still Expects It To Be Top-Performing FAANG Stock In Rest Of 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple May Be Trailing Google, Facebook In YTD Gains By Far But Munster Still Expects It To Be Top-Performing FAANG Stock In Rest Of 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-19 19:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Despite<b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc’s</b> distant fourth rank among FAANG peers in terms of first-half gains, Loup Ventures analyst Gene Munster is bullish the Cupertino-based company will emerge as the top performer through the rest of 2021.</p>\n<p><b>What Happened:</b>&nbsp;Munster, who leads the research-based venture capital firm, said he is sticking to his original theory that faster digital transformation will drive demand for iPad and Mac businesses, which already contribute about 25% of the total revenue.</p>\n<p>“This is playing out as expected, with demand for these segments outpacing supply,” Munster said in a note.</p>\n<p>“Apple is unlikely to reach demand supply equilibrium for Mac and iPad until the September quarter, which leads us to believe the best days are still ahead for Mac and iPad.”</p>\n<p>The Apple analyst also said 5G adoption will grow in the back half of the year, leading to a 2-3 year iPhone upgrade cycle.</p>\n<p><b>Why It Matters:</b>&nbsp;Munster in April said Apple will bethe top FAANG stock in 2021&nbsp;overall, a prediction he said now seems unlikely to come true.</p>\n<p><img src=\"https://static.tigerbbs.com/8e08ee327df300fd56ffb47a92ac6d99\" tg-width=\"647\" tg-height=\"501\" referrerpolicy=\"no-referrer\">The analyst in May noted thestreet is underestimating the multi-year iPhone upgrade cyclethat will last through FY23 and only accelerate with the 5G rollout, which is currently limited in the U.S. but will turn into a “must-have” feature once more carriers roll out expansions.</p>\n<p>Apple embraced the 5G networks in October last year with the launch of iPhone 12, 12 mini, 12 Pro, and 12 Pro Max, the first iPhones to support 5G connectivity.</p>\n<p>After a roaring start, Apple’s5G shipment volumes fell 23%in the first quarter sequentially, following a blowout fourth quarter when the new 5G iPhone was wildly popular as a gift during the holiday season.</p>\n<p><b>Standing Among FAANGs: <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc</b> sits on the top of the FAANG chart so far this year, fetching 52% returns, as of July 15.</p>\n<p><b><a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc</b> and<b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> Inc</b> are next, registering 28% and 16% year-to-date gains,&nbsp;respectively. Apple stock has grown 15%, while<b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a> Inc</b>&nbsp;, at the bottom of the chart, has grown 6% during the period.</p>\n<p><b>Price Action:</b>Apple shares closed 1.41% lower at $146.39 on Friday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","GOOGL":"谷歌A","GOOG":"谷歌","AMZN":"亚马逊","AAPL":"苹果","NFLX":"奈飞","03086":"华夏纳指"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159486759","content_text":"DespiteApple Inc’s distant fourth rank among FAANG peers in terms of first-half gains, Loup Ventures analyst Gene Munster is bullish the Cupertino-based company will emerge as the top performer through the rest of 2021.\nWhat Happened: Munster, who leads the research-based venture capital firm, said he is sticking to his original theory that faster digital transformation will drive demand for iPad and Mac businesses, which already contribute about 25% of the total revenue.\n“This is playing out as expected, with demand for these segments outpacing supply,” Munster said in a note.\n“Apple is unlikely to reach demand supply equilibrium for Mac and iPad until the September quarter, which leads us to believe the best days are still ahead for Mac and iPad.”\nThe Apple analyst also said 5G adoption will grow in the back half of the year, leading to a 2-3 year iPhone upgrade cycle.\nWhy It Matters: Munster in April said Apple will bethe top FAANG stock in 2021 overall, a prediction he said now seems unlikely to come true.\nThe analyst in May noted thestreet is underestimating the multi-year iPhone upgrade cyclethat will last through FY23 and only accelerate with the 5G rollout, which is currently limited in the U.S. but will turn into a “must-have” feature once more carriers roll out expansions.\nApple embraced the 5G networks in October last year with the launch of iPhone 12, 12 mini, 12 Pro, and 12 Pro Max, the first iPhones to support 5G connectivity.\nAfter a roaring start, Apple’s5G shipment volumes fell 23%in the first quarter sequentially, following a blowout fourth quarter when the new 5G iPhone was wildly popular as a gift during the holiday season.\nStanding Among FAANGs: Alphabet Inc sits on the top of the FAANG chart so far this year, fetching 52% returns, as of July 15.\nFacebook Inc andAmazon.com Inc are next, registering 28% and 16% year-to-date gains, respectively. Apple stock has grown 15%, whileNetflix Inc , at the bottom of the chart, has grown 6% during the period.\nPrice Action:Apple shares closed 1.41% lower at $146.39 on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":798,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAPL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":5262391,"commentId":"5262391","gmtCreate":1626697502788,"gmtModify":1663231164550,"authorId":3580525950436441,"author":{"id":3580525950436441,"idStr":"3580525950436441","authorId":3580525950436441,"name":"Forces94","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":171020495,"objectIdStr":"171020495","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<u>Ok</u>","text":"<u>Ok</u>","html":"<u>Ok</u>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}