2 Burst results for "Sydney Ho"

"sydney ho" Discussed on Mac OS Ken

Mac OS Ken

06:24 min | Last week

"sydney ho" Discussed on Mac OS Ken

"Another apple target is at the 200 mark on Tuesday, the fly wrote up a note from Deutsche Bank analyst Sydney Ho, according to the analyst consensus has Wall Street expecting revenue growth for Apple of 5% in 2022. That expectation is too low and hose estimation taking a healthy demand backdrop and strong set of products into account. Then add the sales that Apple missed due to supply constraints in December quarter that are expected to be made up this quarter, especially as Apple untangles kinks in the supply chain. The fly says the analysts expects an upward bias to apple's estimates as we go through the year, he also thinks the company shares will benefit from a flight to quality and an inflationary environment. Ho has a buy rating on Apple shares, he used to use days note to raise Deutsche Bank's price target on the shares from $175 to the aforementioned 200 bucks. iPhone currently rules the smartphone world, so say new numbers from canalis, the firm issued a blurb on its latest numbers on Tuesday, according to that Apple accounted for 22% of worldwide smartphone shipments in the fourth quarter of 2021. Thanks to strong demand for the iPhone 13. According to one of the firm's analysts, apple is back at the top of the smartphone market after three quarters driven by a stellar performance from the iPhone 13 Apple saw unprecedented iPhone performance in Mainland China with aggressive pricing for its flagship devices, keeping the value proposition strong. Apple supply chain is starting to recover, but it was still forced to cut production in the fourth quarter amid shortages of key components and could not make enough iPhones to meet demand. In prioritized markets, it maintained adequate delivery times, but in some markets its customers had to wait to get their hands on the latest iPhones. As for which smartphone makers landed where, by canal is reckoning, it was Apple with 22%, Samsung and second with 20% Xiaomi and third with 12% oppo and fourth with 9% and vivo rounding out the top 5 with 8%. Foxconn is upping incentives for returning iPhone workers and I'm kind of wondering why. Not that there's no reason rather there are two that lead to mind. Let's talk first about the folks that piece from Apple insiders says Foxconn's iPhone plant in zhengzhou is recruiting for experience production line workers and offering a signing bonus of $1470. That is well above the monthly salary, which comes out to about $1081 U.S.. There are a few factors at play in the recruitment push. First, the piece has a local auton outbreak is adding to the difficulties because of how it is disrupting travel around Zhang Zhu additionally they're recording to keep people on the line over the lunar new year holiday, hitting at the end of January, beginning of February. Apple insider says the concern is that because of travel problems, workers may not then return to the factories. As for why they need them, couple of reasons seem possible. The first is making up for iPhones they couldn't make during the December quarter. The second folks were expecting a new iPhone SE three. Rumors have that launching later this quarter or early next quarter. Now personally I'm sort of back burner in the third gen iPhone SE rumors. It's not that I had reason to think it wasn't going to happen. I just wanted reason to think that it was. Or well. And it looks like it is. Spoiling surprises quarter after quarter called to max as the Eurasian economic commission or EEC has posted regulatory filings that likely correspond to a new version of iPhone SE and the new version of iPad air. Covering such countries as Russia, Belarus, Armenia, and others, devices sold in the region that employ encryption have to be registered ahead of time with the EEC, which is how our surprises get spoiled. According to the cult, the EEC database has apple prepping ten devices that run iOS 15, no, no one is expecting ten different iPhone SE models just as no one is expecting 14 iPad airs. Because yeah, the database has 14 devices registered that'll run iPadOS 15 thought to be a 5th generation iPad air. Call to Mac figures the 14 units include 7 Wi-Fi in one group and 7 Wi-Fi plus cellular and another. There's nothing in the EEC filing to indicate that these are an iPhone SE and an iPad air 5. It's just that both devices have been rumored. Personally, I've sort of backed burner the 5th gen iPad air rumors. It's not that I had reason to think it wasn't going to happen. I just wanted reason to think that it was. Or will. And it looks like it is. There's been a story out there for a couple of days about a data leak involving WebKit. Mac rumors reported a story over the weekend, saying that WebKit implementation of a JavaScript API called indexed DB could reveal a user's recent browsing history, and even their identity. The way the piece describes that the bug allows any website that uses indexed DB for client side data storage to access the names of indexed DB databases generated by other websites during a user's browsing session. Now macro says apple has a fix for the bug, but they're apparently not rolling it out yet. The piece says that will not be available to users until Apple releases macOS Monterey..

Apple Sydney Ho Deutsche Bank canalis Foxconn Zhang Zhu Ho zhengzhou Eurasian economic commission
Deutsche Bank Is Still Hot for Apple Shares

Mac OS Ken

02:18 min | 11 months ago

Deutsche Bank Is Still Hot for Apple Shares

"Deutsche. Bank is still hot for apple. Shares tip ranks has deutsche bank analyst sydney ho issuing a note offering iphone numbers about which i do not care. Okay that's not true. The numbers are interesting and notable. Though the part i find most interesting is his news around apple retail about half of apple store. Customers have come back like physically. According to mr ho wall store traffic bottomed out. In the spring of twenty twenty it has improved sense and is now at about forty percent of fifty percent of the volume seen pre pandemic. It's like the reverse of that. Nature is healing thing as for iphone. Those numbers are relatively consistent. In fact those are his words tip. Rank says since the pandemic's onset the iphone share of the us installed base and length of smartphone ownership has remained in hose words relatively consistent when looking to make a smartphone purchase. The beat goes on to say fifty seven percent of iphone users and tend to get the latest model just below the fifty nine percent. Who plan to do so. In december of twenty nineteen storage wise lesser inclined to get five hundred twelve gigabyte models the highest amount of bailable although sixty four gigabytes appears to be insufficient to most since december twenty nineteen consumers. Buying sixty four gigabyte models have dropped from percent to eight percent while in the same period those purchasing one hundred twenty eight gigabyte models grew from twelve percent to twenty four percent. Sounds like a better asap to me as for the five g super cycle. Ho doesn't seem to think it's here yet. Quoting his note. The launch of five g smartphones does not seem to have significantly change the length of smartphone ownership both iphone and other although we do expect a refresh cycle to accelerate when five g. infrastructure is more built out. Deutsche bank has by reading on apple shares. the firm's price target on the shares is one hundred sixty dollars

Sydney Ho Apple Mr Ho Wall Store Deutsche Bank Deutsche United States HO