Päeva alguse müügihuvist on nüüdseks saanud korralik karulõks, mida pullide ideaalstsenaariumi kohaselt võiksid võimendada järelturult tulevad Apple'i (AAPL) tulemused. Päeva põhjast on Apple tõusnud juba üle $10.
Further color on rumor that Fed could cut rate it pays on reserves tomorrow
CNBC discusses further a market rumor that the Fed could announce, tomorrow, that they will cut the rate (from 25 bps to 0) it pays on reserves. Steve Liesman believes that the scheduled meeting in August would take care of decisions like that. Says a cut like this has been discussed for a while and is one of the few tool the Fed has right now.
CNBC discusses further a market rumor that the Fed could announce, tomorrow, that they will cut the rate (from 25 bps to 0) it pays on reserves. Steve Liesman believes that the scheduled meeting in August would take care of decisions like that. Says a cut like this has been discussed for a while and is one of the few tool the Fed has right now.
Today after the close, of the many companies scheduled to report, some of the bigger names include: AAPL, BSX, GILD, JNPR, STX, SYK, TPX, VMW, and YHOO. Tomorrow before the open, of the many companies scheduled to report, some of the bigger names include: ABT, MO, BLK, KO, FCX, GENZ, MS, NTRS, UTX, LCC, USB, and WFC.
Apple reports Q3 (Jun) earnings of $3.51 per share, $0.40 better than the Thomson Reuters consensus of $3.11; revenues rose 61.3% year/year to $15.7 bln vs the $14.75 bln consensus. Apple reports Q3 gross margins of 39.1% vs Street est of 39.0%. Apple reports 3.47 mln Macs sold in Q3 vs Street est of ~3.2 mln. Apple reports 8.4 mln iPhones sold in Q3 vs Street est of ~8.5 mln. Co issues mixed guidance for Q4, sees EPS of ~$3.44 vs. $3.82 Thomson Reuters consensus; sees Q4 revs of ~$18.00 bln vs. $17.03 bln Thomson Reuters consensus (Briefing.com note: Co typically issues conservative guidance). "It was a phenomenal quarter that exceeded our expectations all around, including the most successful product launch in Apple's history with iPhone 4... iPad is off to a terrific start, more people are buying Macs than ever before, and we have amazing new products still to come this year."
Apple'i tulevikuprognoosid on reeglina väga konservatiivsed. See, et nende järgmise kvartali müügituluprognoos ületab konsensust, on märkimisväärne. Aktsia kaupleb järelturul ca 5%-6% plussis.
Arvestades, et ajalooliselt on Apple'i guidance EPS-i osas jäänud tegelikust keskmiselt 40% madalamaks ja käive ca 8% tagasihoidlikumaks, siis Q3 tegelikud numbrid võiksid olla 4,8 USD vs konsensuse 3,8 USD ja müügitulu 19,4 mld vs konsensuse 17 mld.