domingo, 20 de abril de 2014

At Morgan Stanley are clear: Apple could launch something "big" in 2014

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The latest report that Morgan Stanley, a financial institution specializing in investments and stock market analysis, Apple has spent not wasted. An important part of content dissects the evolution experienced by the actions of the apple company for the past two years, from April 2012 to the same month in 2014, and his conclusion is clear: this is a good time to invest Apple.

In the months of September and October 2012 there was a significant rise in the value of company shares, coinciding with the launch of the iPhone 5, but since then its behavior in the stock market has been hesitant (the graph that you see slightly below reflects clearly). In any case, what is really interesting is the reason why Katy Huberty, Morgan Stanley analyst who wrote the report advises investing in Apple: the company that runs Tim Cook may be preparing to launch a new range of less products.

If we look back, we can remember that the last times that Apple has landed in new markets (new to the company on the block, of course, but not for other companies), has come out that well. It happened after the release of the first iPod, and returned to be repeated when the first iPhone and iPad came to market. These products were well received by users, and, of course, high sales caused the value of company stock go up quickly.
It seems to be preparing something "Big" since 2010 

All who follow with interest the development of the technology market we suspect that Apple may be working on several new product ranges. Rumors and leaks that have been accumulating over the past three years have predicted the company's entry in the market for Smart TVs and "wearable" devices, among other speculation.

The truth is that none of this seems unreasonable because markets are in principle related to the Cupertino company. However, the most interesting fact brings to the table a report by Morgan Stanley uses heavy investment in the areas of research and development has Apple done during the two years that preceded the launch of a new range of products. It happened in 2000 and 2001, before the release of the iPod, and repeated again in the periods 2005-2006 and 2008-2009, which preceded the launch of the iPhone and iPad respectively.

According to Katy Huberty, spending on R & D that Apple has faced since 2010 has increased by over 30% every year, very similar to the three periods that preceded the launch of the iPod, iPhone and iPad behavior. Given these data, the only possible conclusion is that indeed the apple company appears to be preparing something "big". But Morgan Stanley analyst goes further by allowing us a glimpse of this new product could be launched this year, which, again, cause a rise in the value of company shares. This and no other is the reason I suggest investing in Apple.

Two clear goals in sight 

Huberty expects the company led by Tim Cook enters fully into the markets of mobile payment solutions and "wearable" devices. This statement is in line with many of the rumors we've all heard over the last two years, and no doubt, but so far Apple has not confirmed anything officially, is credible. Clearly, these two markets have not yet "taken off", although we all know that some companies are already preparing very powerful solutions that possibly give them significant support.

In the past we have seen repeatedly how the introduction of Apple in a market that has existed previously generated a turning point deep enough to completely transform it, rewriting its rules. And this could happen again. Indeed, as discussed Morgan Stanley report, there is sufficient evidence to be reasonably confident that Apple will make a major announcement this year. And, of course, from Appleismo give you news about it.

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