Apple iPhone sales surged about 33 percent in China in Q4 2015

“China shipments of smartphones from Apple Inc., Microsoft Corp. and other makers that don’t use the Android operating system rose by about 33 percent in the final quarter of last year, according to government and analyst data, indicating strong sales for the iPhone in its largest market outside the U.S.,” Shai Oster reports for Bloomberg.

“About 24.3 million smartphones not powered by Google Inc.’s software shipped within China between October and December, according to data provided by the China Academy of Telecommunication Research, a research arm of the Ministry of Industry and Information Technology,” Oster reports. “That total, the vast majority of which would be comprised of iPhones, increased by a third from the same period a year earlier, Marbridge Consulting said in an e-mail. ‘This would be a surprise,’ Alberto Moel, an analyst for Sanford C Bernstein in Hong Kong, said in an e-mail. ‘Consensus is not pricing in any major blowout in Q4 for Apple, so this would be counter to the current investor sentiment.'”

MacDailyNews Take: Gee, no, really? How this ever be so? Absolutely shocking.

Time for the narrative change. Did you get in?

“Apple shares finished below $100 for the first time in over a year on Jan. 8 after analysts, including UBS and RBC Capital Markets, lowered their estimates for iPhone sales”,” Oster reports. “Apple, which gets the majority of its revenue from the iPhone, reports financial results for the holiday quarter on Jan. 26. The Cupertino, California-based company is predicting record revenue, partly because of strong Chinese demand.”

Read more in the full article here.

MacDailyNews Take: The fix for the fix is in.

Wall Street is a game. Play it well via unwritten rules ignored by blind officials or simply observe the resultant melee from the safety of the sidelines.

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  1. I would love to say that the stock will go up to $130 again. Last time it did I sold 1/4 of my shares and waited till it went down to ~$124 and bought back again. Increased my total holdings by ~1-2% in a week. Risky but gained roughly the same amount as the annual dividend yield.
    This time the gain if you buy in will be a lot higher. To get a good bounce on the stock the market has to finally get it. Maybe the blow out China numbers will be it.

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