View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

   reports
EUR 64.64
6456 GIS

Seasonal decline could be inevitable, longer-term stories intact

​Arguably, 2016 has not been a bad year for GIS as compared to most of the Apple plays, as we forecast its 2016F earnings can still grow by 10% YoY.

01/04/17 January 4, 2017 6 EN
EUR 61.86
6456 GIS

A noticeable GM uptick in 3Q16F

​The key highlight will be its GM, as it will likely return to the previous high level of over 10%, which is impressive considering there are few spec upgrades in iPhone 7’s force touch (so supposedly pricing is under pressure).

10/04/16 October 4, 2016 6 EN
EUR 55.04
6456 GIS

Headwinds in 1H, but it still leads Apple plays - 6456 TT; BUY

​We said many times that GIS would be one of the very few Apple names that could post positive YoY top-line and earnings growth in 1H16, and this holds true. That said, 2Q16F demand is still slower than we previously expected.

05/09/16 May 9, 2016 6 EN
New interest

Save your current filters as a new Interest

Please enter a name for this interest
Save

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search
Save

ResearchPool Subscriptions

Get the most out of your insights

Get in touch