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Are Amazon and Apple Really Competing on Tablet Size?
Amazon’s (NASDAQ:AMZN) decision to possibly launch a larger 10-inch variant of the Kindle Fire may be perceived as a sign that the online retail giant is finally ready to take Apple (NASDAQ:AAPL) head on with its 9.7-inch iPad in a bid to gain more market share. But with a much-hyped iPad 3 release on the cards early this year, it will surely going to be a tough task. What is even more paradoxical is the fact that Apple itself is speculated to be working on a “mini” 7-8 inch version of the iPad. The immediate question is – what is prompting both companies to take aim at each other’s markets, especially considering that both their products have been successful in their own right?
Zipcar Ready to Turn a Profit in 2012, Stock Headed to $22
Zipcar (NYSE:ZIP) posted its second consecutive quarterly profit for Q4 2011. The car sharing company grew its membership by 25%, leading to 30% higher revenues in 2011 compared to the previous year. An improved mix of revenues and access to cheaper vehicle financing also resulted in better margins despite a net loss for the full year. As margins continue to pick up, the company seems to be on its way to post its first annual profit this year. Zipcar serves 673K members with a fleet of over 9K vehicles in North America and Europe. Aside from competing with traditional rental companies and car-sharing services like Connect by Hertz, Enterprise’s WeCar, UHaul’s UCarShare and City Car Share, it also faces competition from new low-cost, peer-to-peer (P2P) car sharing services like RelayRides and GetAround .
Yingli Drops as Sales Lag Forecast, Will Take Write-Down on Polysilicon Business
ingli Green Energy’s (NYSE:YGE) shares fell 7% before recovering on February 21 as the company revealed that its module shipments dropped by 30% in Q4 2011 over the previous quarter. The company had earlier stated that the sales may fall by around 20% in the period. Yingli will however still manage to meet the yearly sales target for last year. A fall in volumes is in direct contrast to other solar players like Suntech Power (NYSE:STP) that are expecting a spurt in their Q4 sales volumes driven by an installations rush in Germany. Yingli also said that it will write down $404 million of assets on its polysilicon manufacturing business. We have a $5 price estimate for Yingli Green Energy, which is at a 5% premium to its current stock price.
Apple Will Offer iPhone 4S on China Telecom Starting March 9th
Apple (NYSE:AAPL) is set to expand its iPhone footprint in China with its new deal with China Telecom (NYSE:CHA) to sell the iPhone 4S starting March 2012. China’s third largest wireless carrier behind China Mobile (NYSE:CHL) and China Unicom (NYSE:CHU) will start taking online pre-orders for the phone from March 2 and will likely start sales from March 9. With close to a billion mobile subscribers and a very low 3G penetration, China presents a huge opportunity for Apple. But it will have to first contend with cheaper, low and mid-tier smartphones from strong local rivals such as ZTE. Our $550 price estimate for Apple stock is about 7% ahead of the current market price.
CSX Rides to $27 With Stronger Economy & High Oil Prices
Cheap natural gas and environmental laws are driving utilities away from coal. As more coal-fired plants shift to natural gas, we expect the drop in demand for coal will affect railroads, such as CSX Corporation (NYSE:CSX), Norfolk Southern Corporation (NYSE:NSC), and Union Pacific Corporation (NYSE:UNP), which transport coal to these utilities. In its fourth quarter and financial year 2011 results announced last month, CSX Corporation reported 3% year-on-year decline in volume of coal transported, even as it realized a 10% growth in annual revenues to $11.74 billion backed by core pricing gains, greater fuel surcharges and slight increase total volume compared to last year. We have revised our estimate price for CSX Corporation to $27, which is around 28% above the current market price. We have updated our model with the latest earnings release, made adjustments to the volume of coal moved by U.S. Class I rails and changed the discount rate for the company to account for increased market volatility and uncertainty.
Gold & Silver – Daily Outlook February 22
This was submitted by Lior Cohen, M.A. at Trading NRG using the Trefis Contributor Tool Gold and silver started off the week with very sharp gains. Yesterday’s gains were the sharpest this month (so far), which only goes to show how February is much less volatile than January.. Today, Euro Area Manufacturing PMI report will be published along with the Minutes of the last MPC Meeting, and the U.S. Existing Home Sales. See here for the complete report on gold and silver daily setup. Gold sharply increased by 1.89% to $1,758.5; silver also rose by 3.66% to $34.50. During February, gold rose by 1% and silver by 3.72%.
Intimate Apparel Mobile Sales Spike Around Valentine's Day
Limited Brands’ (NYSE:LTD) February sales are likely to benefit from the sharp rise in intimate apparel mobile sales during the week leading to Valentine’s Day. In a recent report published by IBM (NYSE:IBM), the company reported that intimate apparel m-commerce sales grew by 17.7% during the week. Additionally, intimate apparel was the highest growth category in percent of site traffic from mobile devices, with the figure growing to 24% compared to last year’s 8.3%. Limited Brands is a specialty apparel retailer focused on lingerie, beauty and personal care products competing with the likes of Abercrombie & Fitch (NYSE:ANF), American Eagle Outfitters (NYSE:AEO), Ann (NYSE:ANN) and Gap (NYSE:GPS).
Apple's iPhone Offsets Europe Losses Through Gains in the U.K.
A few weeks back, we wrote an article titled Apple Loses Market Share in Europe as Cash Strapped Buyers Pass on iPhones, wherein we discussed that due to the Euro crisis Europeans may be looking beyond expensive iPhones and opting for cheaper alternatives powered by Google’s (NASDAQ) Android. A study by the Kantar Group, a research firm based in London, revealed that Apple’s (NASDAQ:AAPL) smartphone market share declined in France, Germany, Italy and Spain to name a few in the last few months. In a more recent study by the same firm, Apple’s share of the smartphone market in the U.K. jumped by 7 percentage points year-over-year to reach 29%. In contrast, in the U.S. smartphone market, the iPhone grabbed 48% market share compared to only 43% by Android. These results go to show that Apple continues to make rapid strides in the smartphone market, albeit more in the developed markets. Our $550 price estimate for Apple stock is about 10% above the current market price.
Anadarko Names Hackett as Next CEO as Stock Finds Legs
Independent energy explorer Anadako Corp. (NYSE:APC) announced that its Chief Operating Officer Al Walker would succeed Jim Hackett as the company’s CEO. Mr. Walker, a former investment banker, will take over as the CEO on May 15th while Mr. Hackett will continue with the company as the Executive Chairman until he retires in 2013. The announcement comes on the back of Anadarko’s stock trading at record levels with multiple successes from its exploration efforts across the world and the settlement of its legal battle with BP over the Macondo spill. Anadarko competes with oil majors such as Exxon Mobil (NYSE:XOM). We have a $90.30 price estimate for Anadarko Corp., which is at a slight premium to its current stock price.
RIM Delivers Playbook OS 2.0; Still Leaves Much to be Desired
After months of delays, the software upgrade to Research in Motion’s (NASDAQ:RIMM) Playbook tablet finally arrived on Tuesday. With a native email client, built-in calender and contacts applications, we believe the Blackberry Playbook OS 2.0 addresses many of its predecessor’s limitations, but the lack of BBM functionality will be a deterrent for many of its fans. With cheaper and much more popular 7-inch tablets such as Amazon’s (NASDAQ:AMZN) Kindle Fire and Barnes & Noble’s Nook tablet gaining market share in the low-end tablet market and Apple’s (NASDAQ:AAPL) iPad dominating the high-end space, RIM will have to do much more to stay relevant in the tablet arena.