Followers
0
Following
0
Blog Posts
0
Threads
25
Blogs
Threads
Portfolio
Follower
Following
2020-12-25 11:11 | Report Abuse
EPF 是在壓低股票再收票! 可能會花幾個月時間在收票, apple 相關產業股, 原本旺季的 3, 4 季度推遲到明年1, 2 季度, 所以等明年股價飛漲吧 ~
2020-12-18 15:06 | Report Abuse
投行預測:蘋果2021將破紀錄 最高出貨2.5億部iPhone
--------------------------------------------------------------------
週四 (17 日) 投資銀行 Wedbush 根據供應鏈調查顯示,5G iPhone 的需求越來越樂觀,明年可能最高出貨 2.5 億部 iPhone,輕鬆擊敗 2015 年創下的 2.31 億部歷史紀錄。
根據蘋果供應鏈調查結果,美國投行 Wedbush 首席分析師 Daniel Ives 重申 iPhone 12 啟動超級週期的論點。
Daniel Ives 稱,蘋果多年來沒像今年發布新機一樣拉動 iPhone 銷售上升趨勢,唯一類似的場景是 2014 年發表 iPhone 6 的時候。
Daniel Ives 對亞洲的 iPhone 進行了供應鏈檢查,圍繞 iPhone 12 的 5G 需求看漲,鑑於當前趨勢,目前甚至超過了我們在 2021 會計年度的牛市情景。
Daniel Ives 研判,目前預計第四季 iPhone 出貨將達到 9,500 萬部,比早前 Wedbush 和華爾街預測高出約 35%。
Daniel Ives 預測,保持假期旺季的牛市態勢,蘋果 iPhone 出貨量將在 2021 年超過 2.4 億部,最高可達 2.5 億部,這是一個令人震驚的數字,將輕易打破 2015 年 2.31 億部的銷量紀錄。
Daniel Ives 樂觀表示,未來幾個月,iPhone 12 超級週期繼續對蘋果股價帶來大利多,維持目標價 160 美元,預計牛市情形下股價將達到 200 美元。
受此消息影響,蘋果 (AAPL-US) 盤中股價上漲 0.39%,暫報每股 128.30 美元。
2020-12-17 17:18 | Report Abuse
从技术层面看,苹果研究射频前端也有他们的一定的逻辑。
根据Yole的分析,从2G到4G,射频前端单机价值量增长超10倍,而从4G到5G,射频前端单机价值量的增长将超过3倍。其中,滤波器的需求量增长最明显,市场空间翻倍。PA主要用于对发射的射频信号进行功率放大,若5G增加信号发射链路,就一定需要增加PA。但是因为PA带宽较宽,可以多个频段共用,比如采用多模多频的PA,从绝对数量上来看,PA的用量虽不及滤波器那么大,但价值量也有较大提高。根据Yole的预测,PA的价值量将由2018年的44.5亿美元增加到2022年的50亿美元。
对于全球射频前端市场,Yole给出的预测是,将由2017年的151亿美元,增加到2023年的352亿美元,年复合增长率达到14%。由此可见,5G技术的升级和变化对射频前端的器件数量和价值量的影响是无比巨大的。
2020-12-17 17:16 | Report Abuse
5G iPhone 需求激增,傳蘋果計劃 2021 上半年增加 30%產量
https://ccc.technews.tw/2020/12/15/5g-iphone-2021/
this few days up because of this news ..
传苹果已确定射频IC代工厂,或取代Qorvo、博通
https://www.sohu.com/a/438198364_120004991
3 days ago, price drop because of this news ...
2020-12-11 18:47 | Report Abuse
Recently the Inari drop because :
1. the EPF keep selling
2. USD drop, bank estimate 2021 will drop another at least 6%
But I believe next quarter result will better than this quarter, we wait for next quarter
and price target will be RM3 above :)
2018-09-02 07:10 | Report Abuse
MIDF and HLG still upgrade their Target Price :P
2018-08-23 15:15 | Report Abuse
Can buy Inari, the quarter result will come out soon, hope can earn another round!
2018-08-23 15:13 | Report Abuse
cannot earn second round, just sell at 0.4, good luck everyone!
2018-08-06 15:41 | Report Abuse
Hahaha.. I success to buy many lots on 0.38, will be go up, same trend with Teradyne, Inc, this company grow up more ..
2018-08-01 10:31 | Report Abuse
up so fast, i m not yet collect on $0.38 :(
2018-07-30 13:14 | Report Abuse
I waiting for 0.38 CCccc..
2018-07-23 16:48 | Report Abuse
Stock Name: AEMULUS (0181)
Entry: Buy above RM0.41
Target: RM0.455 (11.0%), RM0.48 (17.1%)
Stop: RM0.39 (-4.9%)
Shariah: Yes
Technical: Flag-formation breakout
Source: Bloomberg, M+ Online
Hahahahahah... i dun care this company earn more or less, by Chart
I believe i will wait for second wave, to earn second times ...
2018-07-04 10:04 | Report Abuse
why suddenly volume so high? any insider comment?
2018-06-04 16:07 | Report Abuse
Aemulus not a first company use cloud on testing, in Malaysia, Plunify company on 2009 already use Cloud technology on testing, just share the knowledge ...
2018-02-14 18:22 | Report Abuse
if you read the Quarter report, Aemulus mention about - - The profit before taxation has decreased approximately RM1.066 million or 51% as compared to the preceding quarter. The decline in profit is mainly attributed to the decrease in revenue due to seasonal factor.
2018-02-12 15:23 | Report Abuse
But i found other countries got aemulus office, please check http://www.aemulus.com/contact_aemulus
2018-02-12 15:22 | Report Abuse
May 2018 launching of new Tester. - i think just an additional functionalities only
2018-01-04 13:04 | Report Abuse
RocketHigh, wireless charger not only for apple, other hp also can order form Energous , Energous share price up 300% in few days after FCC Approval news come out ..
2018-01-04 10:46 | Report Abuse
I think you should buy Energous and not Aemulus, Aemulus just sell the ATE only.
2018-01-04 09:59 | Report Abuse
Maintenance services fee just only occupied the revenue 15% only ... Aemulus want to grow up, cannot look for the maintenance services ...
2018-01-04 08:48 | Report Abuse
Aemulus are selling their ATE tester to Energous, they din join any development on RF charger, ATE can use for many years, after sold the ATE, Aemulus maybe no more businesses/order from Energous, their market model not big only!
2018-01-03 17:14 | Report Abuse
now aemulus PE = 39, unless the revenue improve more, I dun think the aemulus share price can rise up too much .
2017-12-14 13:33 | Report Abuse
next quarter result will very good, buy and keep until next quarter ..
Stock: [INARI]: INARI AMERTRON BERHAD
2021-01-07 09:54 | Report Abuse
who get the DIVIDEND recently?
on 15-Dec-2020 DIVIDEND First Interim Dividend RM 0.0200?
why i not yet to get it?