Daniel Hruska NgoMsombuluko, Agasti 20, 2012, i-Apple yaba inkampani enenani eliphakeme kakhulu lemakethe emlandweni. Ngama-dollar ayizigidi eziyizinkulungwane ezingama-623,5 wephule irekhodi I-Microsoft, eyayilinganiselwa ku-$1999 billion ngo-618,9. Iguqulelwe kumasheya, ucezu olulodwa lwe-AAPL belungabiza u-$665,15 (cishe u-CZK 13). I-Apple izokhula ibe yimaphi amade?
UBrian White weTopeka Capital Markets uthe ephepheni kubatshalizimali ukuthi izinkampani zangaphambilini ezinenani elingaphezu kwezigidi eziyizinkulungwane ezingama-500 zamaRandi zinesikhundla esiphezulu emakethe ngaleso sikhathi, kanti isabelo sika-Apple ezimakethe ezithakaselwayo singesona neze iningi. inikeza amandla amakhulu okukhula okuzayo.
“Isibonelo, osukwini lwayo lokuduma, iMicrosoft yabamba ingxenye engama-90% yemakethe yesistimu yokusebenza ye-PC. I-Intel, ngakolunye uhlangothi, ikhiqize u-80% wawo wonke amaprosesa athengisiwe, kanti i-Cisco, nesabelo sayo esingu-70%, ibuswa kakhulu ezintweni zenethiwekhi," Ubhale uMhlophe. "Ngokuphambene, i-IDC ilinganisela ukuthi i-Apple yenza i-4,7% kuphela yemakethe ye-PC (Q2012 64,4) kanye ne-2012% yemakethe yamaselula (QXNUMX XNUMX)."
Kakade ngoJuni walo nyaka, u-White wabikezela ukuthi umaki we-$ 500 wezigidigidi ngeke ube umgomo wokugcina we-Apple. Abanye abatshalizimali, ngakolunye uhlangothi, babekholelwa ukuthi lesi samba sakha uhlobo oluthile lwesithiyo ngaphezu kwalokho amasheya enkampani eyodwa ayengakwazi ukugcinwa isikhathi eside. Yizinkampani ezinhlanu kuphela zaseMelika - iCisco Systems, Exxon-Mobile, General Electric, Intel kanye neMicrosoft - esefinyelele ngaphezu kwengxenye yesigidigidi samadola.
Zonke izinkampani ezibaluliwe zibikiwe Isilinganiso se-P/E ngaphezulu kwama-60, kuyilapho i-P/E yakwa-Apple okwamanje imi ku-15,4. Ngamagama alula, njengoba isilinganiso se-P/E sikhula, ukubuyisela okulindelekile kusitoko kuyehla. Ngakho-ke uma uthenga i-Apple stock manje, maningi amathuba okuthi izokhuphuka futhi uzozuza uma uyithengisa kusenesikhathi.
U-White ukholelwa ukuthi ngemikhiqizo emisha efana ne-iPhone yesizukulwane sesithupha, "iPad mini" noma entsha isethi kamabonakude, i-Apple izofinyelela kumadola ayizigidi eziyizinkulungwane eziyisigidi. Engeza kulokho ukuthengiswa kwama-iPhone nge-opharetha enkulu kunazo zonke emhlabeni - i-China Mobile. Isilinganiso sezinyanga eziyi-1 seTopeka Capital Markets singu-$111 ngesheya ngalinye le-AAPL. Okunye ukulinganisa kuthi ngonyaka wekhalenda ka-2013, i-Apple izokhiqiza inzuzo ephezulu kakhulu yenkampani yomphakathi eyake yaba khona.
Qaphela Isihleli: Inani eliphakeme kakhulu le-Microsoft alihlanganisi nokwehla kwamandla emali, ngakho izinombolo zokugcina zingahluka. Kodwa-ke, ngisho nasezinambeni eziluhlaza umuntu angabona ukunyuka okukhulu kwe-Apple.
i-athikili enhle, yi-P/E kuphela esivele iku-15,47 bona:
http://www.google.com/finance?q=NASDAQ:AAPL
Siyabonga, kuhleliwe.
Ngicabanga ukuthi uma ubheka ukwehla kwamandla emali, iMicrosoft ngokomlando inenani elithe xaxa ...
btw, angicabangi ukuthi i-Apple ingenza ibhiliyoni. Bonke abahlaziyi bathi izogcina inani layo lamanje. kulukhuni ukunwetshwa ndawana thize, kunalokho kulindeleke intuthuko efana ne-microsoft - izogcina isikhundla sayo esibusayo, kodwa ubukhulu bayo buyivimba ekwandeni ngokwedlulele kakhulu - ngeke isakwazi ukukhokhela lokho ebingakwazi. bheka ku-iOS 6, lapho kucaca khona ukuthi i-Google ihamba phambili nge-Android. futhi ngoba ekwazi ukukwazi ukulinga okuningi, njengoba kwakufanele abambe.
I-Bullshit… I-Apple yenza cishe into efanayo. Ngokuphambene, ngaphandle kweMisebenzi, mhlawumbe kuzoba nokuhlolwa okwengeziwe. Umbuzo uthi yinhle yini.