dogleg yarn

Wednesday, April 24, 2013

誰會出賣誰

曾是響噹噹, 上市世界No.1成長公司, 在經過六個月一連串事件及競爭
變成价值型股Income tech stocks

以後日子,Apple 唯論:  財務操作 (公司債發行), 業績与毛利, 股束ROE, 林林總總
偏向華尓街游劇.. 那人為  (不像賈伯斯時代重產品創新=創造遠景, 公司
財富創造無限大)  因素一介入 (尤其利益相牽連, 死的也可以說成活的)
我看Apple 到此. 已經宣佈自己的未來

今後將是另一批人玩Apple, 大家步子要跟對了,

第一幕
公司債
市場先放出Repurchase 消息, 將會發行公司債作為資金來源, 取代Apple現暫存海外
盈餘, 並拿Mcrosoft作例子, 公債利率低有利公司債發行
Apple ended the March quarter with $144.7 billion in cash and short-term and long-term marketable securities, up $7.6 billion from the December quarter. About 70% of Apple's cash and investments, roughly $102 billion, is banked offshore.

公司債
將來誰承作這批大買賣, 值得注意,
誰在市場挺我, 生意就給誰做.

投資者与猶大
Apple Inc. Technical Analysis Chart | AAPL | US0378331005 | 4-Traders


Structured corp bonds tied to the price of corp share
Complexity always favors the seller, not the buyer. And the house always wins.


INVESTMENT GRADE ( NBBITR:IND)

Total Return182.52-18
Price105.38-12
Yield3.12+2
Volume8,488.76-10555
MTD Total Return+1.15%-
YTD Total Return+1.05%-
Date04/25/2013


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