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  • Article / 23 October 2015 at 10:10 GMT

    Earnings Watch: China should support Apple growth

    Head of Equity Strategy / Saxo Bank
    Denmark
    Apple reports FY15 Q4 earnings on Tuesday. Investors will be focusing a lot on China due to the ongoing uncertainty of China's economy but also the country's importance for Apple which accounted for 27% of revenue in the previous quarter. Nothing suggests that demand is slowing down and we maintain our bullish view on the stock. In addition 367 companies will report earnings.
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  • Video / 08 September 2015 at 8:13 GMT

    Garnry: If Apple plays the TV game, will it win?

    Peter Garnry
    Rumours are flying and speculation rife ahead of what is being hyped at one of the biggest events in the history of Apple – the September 9 launch of new products. Saxo Bank’s Peter Garnry looks at what Apple is expected to present and more importantly whether it can help the company diversify its revenue stream.
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  • Article / 14 July 2015 at 11:56 GMT

    What's next for Nintendo shares?

    Senior Editor / Saxo Bank
    Denmark
    What's next for Nintendo shares?
    The passing of Nintendo CEO Satoru Iwata has seen a swirl of speculation over whether Super Mario Bros. creator Shigeru Miyamoto will take the top job. If Miyamoto demurs, however, it may be difficult for Nintendo to continue the recent successes of the "gamer's gamer" Iwata.
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  • Editor’s Picks / 01 May 2015 at 0:49 GMT

    Sony says profit to quadruple this year, with room for more

    Bloomberg
    Kazuo Hirai, leading Sony Corp. on a comeback after years of losses, is giving himself plenty of room to deliver more good news in the future. The chief executive officer says operating profit will more than quadruple to 320bn yen ($2.7bn) this fiscal year. That forecast, given on Thursday, is about 20% less than analysts projected as Sony tries to shake its years-long reputation for disappointing investors. Hirai is cutting costs and focusing on profitability in businesses where Sony has an advantage. That approach, coupled with Chief Financial Officer Kenichiro Yoshida’s emphasis on accountability, has helped boost the stock 103% in the past year. “We have revised our forecasts down 15 times in the past seven years, and that’s not something we want to repeat,” Yoshida said in Tokyo. “The profit forecast takes into account a considerable risk from foreign exchange fluctuations.”
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  • Editor’s Picks / 24 February 2015 at 13:16 GMT

    These tech firms are patently outperforming

    Fortune
    The technology sector is a big growth area, and patents are its lifeblood. The number of utility patents (for invention rather than design) handed out by the United States Patent and Trademark Office rose to over 300,000 last year, a record high. Tech firms that are awarded these patients can expect to enjoy significant R&D investment. So which companies are winning the most patents? This list from Fortune of the top eight patent-earning companies has IBM at the top of the pile, with Samsung in second. Google is the biggest surprise, in that its ascendancy onto the list seems to have come from nowhere.
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  • Editor’s Picks / 18 February 2015 at 23:55 GMT

    Investors keeping watch on Apple's wearable gamble

    Business Spectator
    Smartwatches powered by Android haven't taken the market by storm. So is wearable technology worthy of serious investor attention? Moreover the Apple device won't yet have the health tracking technology that was originally planned either. So this Apple move looks like a gamble. But unlike those of its rivals – Samsung, Sony and LG Electronics – the Apple ecosystem is robust. Consumers should feel comfortable enough to try out an Apple watch. Apple is expected to sell 11.8 million watches this year, making it the market leader in wearables. As a fashion accessory, the Apple Watch will set the tone and with features like Apple Pay and the ability to glean information without having to take out your phone, Apple will give its fans enough of a taste to make them pine for the next model.
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