តើអ្នកគួរទិញភាគហ៊ុនរបស់ Apple មុនរបាយការណ៍ប្រាក់ចំណូល Q1 របស់ខ្លួនទេ?

ភាគហ៊ុនរបស់ Apple Inc (NASDAQ: AAPL) are not worth buying ahead of its first quarter financial results scheduled for this week, says Dan Niles. He’s the Senior Portfolio Manager of Satori Fund.

Apple to report a rare decline in revenue

ការឯកភាព is for the tech behemoth to report $121 billion in revenue for the holiday quarter – its first annualised decline since 2019.

តើអ្នកកំពុងស្វែងរកព័ត៌មានរហ័សព័ត៌មានជំនួយក្តៅនិងការវិភាគទីផ្សារមែនទេ?

ចុះឈ្មោះសម្រាប់ព្រឹត្តិប័ត្រ Invezz ថ្ងៃនេះ។

On top of that, Niles continues to see Apple shares as overvalued at 24 times forward earnings. On CNBC’s "បិទសំឡេងរោទិ៍", គាត់​បាន​និយាយ​ថា:

I wouldn’t touch Apple. This company was not growing revenues in 2019. And don’t forget smartphones unit sales for the entire industry were down four years in a row.

Apple Inc is expected to earn $1.94 a share this quarter, also down from $2.1 a year ago.

Niles says demand is weakening as well

Niles’ view is in stark contrast with the Wall Street that continues to rate ភាគហ៊ុនរបស់ក្រុមហ៊ុន Apple at “overweight”. But the Founder of Satori Fund said:

Market wasn’t growing before the pandemic and people still like it because most of us are carrying an iPhone in our pocket. You don’t want to confuse a product with a stock. That’s a big mistake, especially if the multiple is high.

In November, Apple បានបញ្ជាក់ itself that production issues were likely to weigh on shipments this quarter. According to Dan Niles, though, even the demand side of the equation seems to be weakening at Apple Inc as well.

Another headwind for the multinational as a high-flying growth name could be the eighth consecutive rate hike from the Fed expected on Thursday.