✔️ 2022-09-11 12:59:00 - Paris/France.
Shahid Jamil
intshayelelo
I-Apple isandula ukuzisa uthotho lwayo olutsha lwe-iPhone 14, uthotho lwe-Apple Watch kunye nothotho lwee-AirPods. Ezi ziza kunye nezona zinto zibalaseleyo zempilo kunye nezokhuseleko, i-hardware yokusebenza okuphezulu, kunye nojongano oluhlaziyiweyo.
Ngubani othanda iimveliso ze-Apple (NASDAQ: AAPL)? Ndiyavuma. Ndisasebenza kwiMacBook Pro yam kwaye ndisebenzisa i-iPhone yam yonke imihla. Ndiphinde ndathenga iwotshi yabo mva nje, ukunika ingqiqo malunga nokutsha kwekhalori yam ngelixa ndisenza umthambo.
Ndandingumsebenzisi okhutheleyo weMicrosoft (MSFT) (laptop) kunye ne-Android (efowuni), usebenzisa i-Samsung (OTCPK:SSNLF), i-HTC kunye nee-smartphones ze-OnePlus. Kodwa ndatshintshela kwi-Apple. Ngoba? Kuba i-ecosystem ye-Apple indinika ukugxila ngakumbi kunye noxolo lwengqondo. Kwakhona, isikrini seMacBook sikhanya ngakumbi kunelaptop yam yeWindows. Kum, olu luphuculo olukhulu.
Andideleli iiWindows okanye i-Android, nazo zilungile. Ngokukodwa kwizicelo ezithile ezifana nokusebenza ngesoftware yobunjineli. IiMacBooks zihlala zisetyenziselwa usetyenziso lwevidiyo/lomculo kunye nokubhala. Zombini iimpawu zilungile.
Abathengi be-Apple bajika banyanisekile kwaye banamathele, kwaye ewe, ndiyavuma ukuba. I-ecosystem ye-Apple yonyusa imveliso yakho ngelixa ujongano luthomalalisa kakhulu lunciphisa inqanaba loxinzelelo lwakho. Kwaye uyilo lubukeka kwaye lunomtsalane. Ndingavuya ukuyihlawula intlawulo yayo.
Uthenga umsebenzi wobugcisa, iqhekeza leapile, imveliso yeprimiyamu ephezulu. Kungenxa yoko le nto abatyali-mali kufuneka bajonge izabelo ze-Apple. Abathengi babo abathembekileyo baya kuphucula iimveliso zabo ze-Apple kuchungechunge olutsha. I-Apple ithembekile kubanini-zabelo bayo. I-Apple ivuza abaninizabelo ngokuhlawula izabelo kunye nokubuyisela isitokhwe sayo.
Kodwa lulo olubanjiswayo, izabelo ze-Apple zixatyiswe kakhulu xa kuthelekiswa nokuqikelelwa kwazo ngokwembali kunye nokuhambelana nentengiso yangoku. Ukususela kumava, ndinokuthi izitokhwe ziya kuhlala zigqithise ixesha elide ukuba inkampani iyaqhubeka ikhula, kodwa ngenxa yemeko ye-macroeconomic ehlayo, ndibeka i-Apple stocks.
I-Apple ikhula ngokukhawuleza
Imveliso ye-Apple's flagship luchungechunge lwe-iPhone, olubalelwa malunga ne-52% yentengiso (ngo-2021). Intengiso yothotho lwe-iPhone yenyuka kakhulu ngo-2021, ngakumbi kuba iApple yabhengeza ukonyuka kwamaxabiso okubalulekileyo.
Okubangela umdla kukuba, iinkonzo ze-Apple ziyinxalenye ekhulayo yengeniso, kunye neenkonzo ezibalelwa kwi-19% yengeniso ngo-2021. Ingeniso evela kweli candelo ikhule ngokukhawuleza nge-27%. Oku kunomdla kuba i-gross margin yeeNkonzo ze-Apple (i-gross margin = 70%) iphezulu kakhulu kuneemveliso ze-Apple (i-gross margin = 35%). La ngamathemba amahle okuphucula iziphumo ezidityanisiweyo.
Iinkonzo ze-Apple ziquka intengiso, i-AppleCare, iinkonzo zefu, umxholo wedijithali kunye neenkonzo zentlawulo. I-Apple ibonelele ngee-iPhones ezongezelelekileyo zabucala ngo-2021, apho abasebenzisi banokukhetha ukuba bayalandelwa kwi-intanethi. Oku kwenzakalisa amanye amaqonga eentengiso afana neAlfabhethi (GOOG) (GOOGL) kunye neMeta (META). Amaxabiso abo okwamkela abathengisi behle nge-2% kunye ne-3% ngokulandelelana, ngelixa i-Apple yonyuka nge-4%.
Ikota yokuqala yonyaka yeyona kota ibalaseleyo ye-Apple, njengoko iApple ibhengeza uthotho lwayo olutsha lwe-iPhone ngoSeptemba.
Iimveliso ze-Apple ezisemgangathweni
I-Apple isandula ukukhupha uthotho lwayo olutsha lwe-iPhone 14, uthotho lokubukela kunye nothotho lwe-AirPod eluntwini. Nasi isishwankathelo esincinci sesibini sokuqala esineempawu zaseburhulumenteni.
Iimpawu ezintsha kuthotho lwe-iPhone 14:
- isiqithi esiguqukayo
- Ihlala iboniswa
- Ukubona ukungqubana
- Uqhagamshelwano lwesathelayithi ye-SOS
- Ukuphuculwa kwehardware
- Ukuphuculwa kobushushu
Iimpawu ezintsha kwi-Apple Watch (Ultra):
- Uyilo lweTitanium
- SOS umsebenzi
- igeyiji yobunzulu
- Ixesha lebhetri eliphuculweyo
- Ukuphuculwa kwehardware
- Ikhompyuter yedive edibeneyo
Iimveliso zamva nje ze-Apple ziquka into ye-SOS evumela i-iPhone ukuba inxibelelane neesathelayithi ukufowunela uncedo xa umsebenzisi eyifuna. Inqaku eliluncedo, ndilindele ukuba i-iPhone idume kakhulu ngeli nqaku, kungekuphela nje koosomashishini kodwa nakwabahambi.
I-Apple Watch Ultra entsha inzima, intle, kwaye ibonelela ngokusebenza komgangatho. I-Ultra yokubukela ilungele abantu abahlukeneyo kwaye ibandakanya ikhompyuter edibeneyo yokuntywila. Iwotshi inokuntywila ukuya kwiimitha ezingama-40 kwaye iOceanic + app isebenza njengekhompyuter esebenza ngokupheleleyo.
Ngokuqhelekileyo abantu banehlombe
Ngokubanzi, abasebenzisi be-Twitter bamangaliswa ngokunyanisekileyo ngeemveliso ze-Apple ze-state-of-the-art. Indlela yentlalontle ye-SMA (jonga umfanekiso ongezantsi) ilungile.
Nangona kunjalo, intombi eneminyaka engama-23 ubudala kaSteve Jobs (uEva Imisebenzi) yayingenamdla kangako kuba uyilo lwe-iPhone lwahlala lungatshintshi. Ubhale kwiBali lakhe le-Instagram umfanekiso wendoda ethenga ihempe efanayo ayinxibileyo ngoku.
Ngaba oku kuyatshintsha ukuma kwam ekuthengeni i-iPhone yamva nje? Hayi, ndisafuna ukunyusela kwi-iPhone yamva nje. Ndonwabile ngokwenene ukuba iApple ayizange ilutshintshe uyilo. Kwakukho amarhe okuba iApple izakwazisa i-iPhone esongelayo. Ndiyifumana ikrunekile, ayibonakali yomelele kwaye intle, kwaye ndilindele iintloko ezininzi xa ndibukele imuvi.
Ndicinga ukuba abasebenzisi be-iPhone bangoku baya kuphucula ii-iPhones zabo kuthotho olutsha lwe-14. Kodwa andiqondi ukuba abasebenzisi abanokubakho baya konwaba kuyilo olungaguqukiyo, kwaye i-Eve Jobs meme inike inkuthazo eyongezelelweyo yokulinda ixesha elide ngaphambi kokuqalisa uhambo. yeApple ecosystem. Ukuba i-Apple ifuna ukukhulisa isiseko sabathengi bayo, ndicinga ukuba kufuneka beze noyilo olutsha.
Ukuthandwa kwe-Apple kuhlala kuzinzile
Uthotho lwe-iPhone yeyona mveliso ithengiswa kakhulu ka-Apple, kwaye i-Google Trends iphawula ukuba ii-iPhones azisadumanga njengoko zazinjalo. Iphakame ngoSeptemba 2012, xa i-iPhone 5 yakhululwa. Kodwa akukho ngxaki ku-Apple, ukuthengiswa kwe-iPhone ngo-2013 yayingama-91 eebhiliyoni zeedola kwaye yafikelela kwi-192 yeebhiliyoni zeedola ngo-2021 nangona ukuthandwa kwehlile.
Inqaku elikhawulezayo: itshathi isabonisa incopho ngoSeptemba, kodwa ekubeni uSeptemba engekapheli, idatha yangoku ayikabikho. Incopho yale nyanga iseza kufika.
Ixabiso lesitokhwe se-Apple liphezulu noko
Into endingayithandiyo ngeApple kukuxatyiswa kwabo kwimarike. Nge-P / E yangaphambili ye-24, ixabiso le-stock ye-Apple liphezulu ngokumalunga nokubaluleka kwayo kwembali kunye ne-S & P 500 (P / E = 20). Abahlalutyi balindele ukuba i-EPS ye-Apple ikhule nge-6% phakathi kwe-2022 kunye ne-2023. Ibiza kakhulu, ngakumbi kuba ndandisazi i-Apple nge-P / E ratio ye-10 kuphela kwi-2016.
Idatha ye-PE AAPL yoMlinganiselo yi-YCharts
Kwi-2016, i-Apple ivelise ingeniso yayo ngokuyinhloko kwintengiso yemveliso, kwaye abatyali-mali banokucinga ukuba ukuthengiswa kwemveliso kunokwehla ngokukhawuleza njengoko benza nge-BlackBerry (BB).
Ngoku, i-Apple ifumana ingeniso engakumbi nangakumbi kwiinkonzo, eqinisekisa umda wengeniso ephezulu. Enye yezi nkonzo yiApp Store, inxulunyaniswe ne-Apple's iOS, ke xa ii-iPhones zingathandwa kangako luluntu, ziya kulimaza ingeniso yeenkonzo.
Uqingqo-maxabiso oluphezulu aluthethi ngokukhawuleza ukuba izabelo kufuneka zithengiswe. Ukuba inkampani iyaqhubeka nokukhula, ixabiso eliphezulu lesitokhwe linokuhlala linjalo.
I-Apple inyanisekile kubanini-zabelo ngokuhlawula izabelo kunye nokuthenga isitokhwe kwakhona. I-Apple inika isahlulo se-0,92 ye-dividend nge-0,58 %. Ukongeza kwizabelo, i-Apple iphinde yathenga i-85 yeebhiliyoni zeedola kwisitokhwe kwiikota ezine ezidlulileyo. Ngomlinganiselo wemarike yangoku, oku kuthetha isivuno sentlawulelo ye-3,4%. Inkqubo yokuthengwa kwezabelo kulindeleke ukuba inyuse ixabiso lesabelo njengoko kukho imfuneko eninzi kunye nezabelo ezimbalwa ezifumanekayo.
Ndiyayithanda iApple kwaye ndinyanisekile kwiimveliso zabo. Kodwa ndicinga ukuba ixabiso lenkampani liyabiza, ngakumbi ngoku ukukhula kwe-GDP yase-US kubi, ukunyuka kwamaxabiso kuphezulu kwaye izinga lenzala liyenyuka.
Ndilinde intengo yesitokhwe ukuba ilahle kancinci kwaye ivule isikhundla.
Thatha isitshixo
- Umnyhadala we-Apple wamva nje ubonise iimveliso ezintsha ze-Apple ezineempawu ezibukhali.
- Abasebenzisi bangoku be-Apple bathembeke kakhulu kwiimveliso zabo ze-Apple, ndilindele ukuba baphucule i-iPhone yabo kuthotho lwamva nje lwe-14.
- Abasebenzisi abanokubakho baya kulinda ukuthenga imveliso ye-Apple ngenxa yembonakalo engatshintshiyo yee-iPhones kwaye ngenxa yokuba u-Eve Jobs uthumele i-meme malunga nayo kwi-Instagram Stories yakhe.
- Iinkonzo ze-Apple zimele isabelo esikhulayo sengeniso, kunye neenkonzo ezibalelwa malunga ne-19% yengeniso ngo-2021.
- Umda opheleleyo weenkonzo ze-Apple (umda opheleleyo=70%) uphezulu kakhulu kunolo lweemveliso ze-Apple (umda opheleleyo=35%).
- I-Apple inyanisekile kubanini-zabelo ukuba bahlawule isabelo kwaye baqalise inkqubo yokubuyisela isitokhwe esinesisa.
- Ixabiso lesitokhwe se-Apple liphezulu xa lithelekiswa nokuqikelelwa kwayo ngokwembali kunye ne-S&P 500.
- Ndilinda ukuthenga de ixabiso lesitokhwe liyehla.
Inqaku loMhleli: Eli nqaku lixoxa ngokhuseleko olunye okanye ngaphezulu olungarhwebi kutshintshiselwano olukhulu lwase-US. Nceda uqaphele imingcipheko ehambelana nezi zenzo.
SOURCE: Uphonononga Iindaba
Ungalibazisi ukwabelana ngenqaku lethu kwiinethiwekhi zentlalo ukusinika ukomelela okuqinileyo. 📱