Sept 7, 2016 - Breaking News: APPLE - New iPhone7 and 7Plus unveiled

Apple, among other new products, unveiled today the new iPhone7 and it’s bigger brother iPhone7Plus where the most important new features are better camera, longer battery life, water and dust resistance. As the iPhone is still the most important product of the company therefore the event got a lot of attention. Here is what's new ...

Apple Product Event in San Francisco (Summary)

Tim Cook called iPhone7 and iPhone7Plus best iPhones ever created. The main improvements:

• New Camera Features: New two lens camera with two 12MP sensors in iPhone7 Plus (previous versions had only one lens cameras) which allows the users to make sharper  has photos with better zooming, the smaller iPhone 7MP camera with image stabilization
• New flashes with 4 LEDs and new image signal processor
• Water and dust resistant are both new iPhones
• Longest battery life ever
• New iOS10 – Tim Cook called it the biggest iOS release ever
• New Home Button
• New A10 Fusion Chip, a Four-Core CPU from which 2cores are 40% faster than in the iPhone6S and the other 2cores are high efficient cores using 1/5th of the power. New graphics chip with 50% faster performance than the A9.
• New capacities 32GB, 128GB, and 256GB
• Similar design as iPhone6 with removed headphones jack
• iPhone7 to Cost $649 and iPhone7Plus $769 both available in US from September 16th 
• Wireless Headphones for iPhone7 called Airpods available from late October, price $159
• New Apple Pay features – Apple Pay coming to Japan

Apple Watch 2 should boost watch sales which dropped Q/Q more than 50% from Q4 2015 to Q1 2016. Main improvements:

• Swim-Proof watch, Water-Proof to depth of 50 meters
• Built in GPS for sport tracking Apps
• New faster chip S2, 50% faster new Dual/Core processor
• Partnership with Nike announced for Apple Watch Nike+
• Apple Watch Series 2 starts from $369 (increase from $349)

Other announcements:

• Apple Music has grown to more than 17 mil. paid subscribers, 30 mil. songs in the library
• Pokemon Go and Super Mario from Nintendo is coming to iPhones – big news for Nintendo
• Apple launches new Everyone Can Code program for schools, leveraging his new Shft coding app for the iPad coming with iOS10
• 114 ConnectED schools supported by Apple will be up and running this fall, Apple TVs, iPads and Macs fo 50.000 students

Mr TechMan

DISCLAIMER: This material was created for informational purposes only and represents the Land of Trading team’s view of the past and current economic and capital market environment. It is not an investment advice and should not be viewed that way at all, and the creators of this material cannot be held liable for any potential losses resulting from trading, where despite this disclaimer someone would consider this material as an investment advice.

All rights reserved ©2016. Contact: landoftradingATgmailDOTcom

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Stocks - Q2 Earnings note

After the positive start mostly with financials and tech companies we looked at the results of more real economy companies last week. The financials had a decent quarter, maybe also on the back of Brexit referendum market volatility, despite being hit by low ROE reflecting the low interest rates environment. The consumer staples on the other hand showed us that the consumer confidence was hit by the mix of Brexit referendum, security/terrorism issues and weaker global growth.

Last Week

Financials: BofA, Goldman Sachs and Morgan Stanley had better results but the low interest environment is hurting their profitability.

Microsoft was a nice surprising with beating on cloud side, airline companies both from Europe and US suffer from higher fuel prices and lower revenue per available seat mile, and not being very positive about upcoming quarter due to terrorist affecting tourism issues.

General Motors was out with better earnings and raising full year outlook.

Starbucks Corp – EPS was as expected, revenue slightly lower. Brexit, global uncertainty and terrorism having impact on business.

This Week

Monday

Julius Baer Group Ltd – estimated EPS 1.61, -9.4% Y/Y; Revenue 1 379 mln

Gilead Sciences – estimated EPS 3.02 -4.2% Y/Y; Revenue 7 783 mln

Ryanair Holdings PLC – estimated EPS 0.22, +21.2% Y/Y; Revenue 1 695 mln

Tuesday

Eli Lilly & Co – estimated EPS 0.86, -4.9% Y/Y; Revenue 5 154 mln

The growing research cost vs growing sales…

Caterpillar Inc – estimated EPS 0.96, -24.5% Y/Y; Revenue 10 128 mln

Apple Inc – estimated EPS 1.39, -24.9% Y/Y; Revenue 42 086 mln

Twitter Inc – estimated EPS 0.09, +30.0% Y/Y; Revenue 609 mln

Expecting no big surprise in stagnating user growth.

Freeport-McMoRan Inc – estimated EPS -0.01, -107.9% Y/Y; Revenue 3 686 mln

United States Steel Corp – estimated EPS -0.50, +36.5% Y/Y; Revenue 2 678 mln

Orange SA – estimated EPS 0.29, -22.0% Y/Y; Revenue 20 124 mln

Verizon Communications Inc – estimated EPS 0.92, -11.3% Y/Y; Revenue 30 730 mln

Wednesday

Fiat Chrysler Automobiles NV – estimated EPS 0.42, +45.0% Y/Y; Revenue 29 326 mln

Marriott International Inc/MD – estimated EPS 0.98, 19.3% Y/Y; Revenue 3 897 mln

The strong numbers from US, Brexit impact and threats of terrorism as well as merger with Starwood Hotels will be the main themes here.

Pegueot SA – estimated EPS 0.86, -19.0% Y/Y; Revenue 28 297 mln

Coca-Cola Co/The – estimated EPS 0.58, -7.3% Y/Y; Revenue 11 647 mln

Loblaw Cos Ltd (CA) – estimated EPS 0.94, +10.5% Y/Y; Revenue 10 760 mln

Statoil ASA – estimated EPS 0.10, -66.1% Y/Y; Revenue 12 146 mln

Banco Santander SA (ES) – estimated EPS 0.11, -8.3% Y/Y; Revenue 10 864 mln

Deutsche Bank AG (DE) – estimated EPS 0.54, -60.3% Y/Y; Revenue 8 286 mln

Bayer AG (DE) – estimated EPS 2.02, +2.1% Y/Y; Revenue 12 082 mln

GlaxoSmithKline PLC (GB) – estimated EPS 0.21, +21.4% Y/Y; Revenue 6 347 mln

Air France-KLM (FR) – estimated EPS 0.44, +67.3% Y/Y; Revenue 6 225 mln

Airbus Group SE (FR) – estimated EPS 0.95, 218.1% Y/Y; Revenue 16 513 mln

Boeing Co/The – estimated EPS 2.27, +40.2% Y/Y; Revenue 24 060 mln

CGI Group Inc (CA) – estimated EPS 0.88, +10.3% Y/Y; Revenue 2 668 mln

Facebook Inc – estimated EPS 0.82, +63.2% Y/Y; Revenue 6 009 mln

The higher spending on advertisements and video ads will not be unnoticed.

Nintendo Co Ltd (JP) – estimated EPS -64.69, -193.8% Y/Y; Revenue 70 440 mln

BASF SE (DE) – estimated EPS 1.31, -11.9% Y/Y; Revenue 15 290 mln

Goldcorp Inc (CA) – estimated EPS 0.03, -62.5% Y/Y; Revenue 915 mln

T-Mobile US Inc – estimated EPS 0.22, -46.1% Y/Y; Revenue 9 001 mln

Thursday

Amazon.com Inc – estimated EPS 2.37, +146.7% Y/Y; Revenue 29 559 mln

The Amazon Web Services and cloud business will be reviewed by investors for further clues on future growth in highly competitive space.

Expedia Inc – estimated EPS 0.76, -14.8% Y/Y; Revenue 2 243 mln

The result of higher bookings in US will be compared with recent acquisitions against the overall company figures.

Ford Motor Co – estimated EPS 0.60, +27.7% Y/Y; Revenue 38 278 mln

The market will check on North American sales that were strong in Q1 and good results from Europe.

Renault SA (Fr) – estimated EPS 6.30, +23.0% Y/Y; Revenue 24 11 mln

Volkswagen AG (DE) – estimated EPS 5.37, 0.8% Y/Y; Revenue 53 848 mln

Carrefour SA (FR) – estimated EPS 0.26, -17.0% Y/Y; Revenue 36 499 mln

Colgate-Palmolive Co – estimated EPS 0.69, -1.9% Y/Y; Revenue 3 860 mln

L’Oreal SA (FR) – estimated EPS 3.57, +1.2% Y/Y; Revenue 12 909 mln

Marathon Petroleum Corp – estimated EPS 0.97, -35.9% Y/Y; Revenue 16 589 mln

Royal Dutch Shell PLC (NL) – estimated EPS 0.27, -56.1% Y/Y; Revenue 60 820 mln

Suncor Energy Inc (CA) – estimated EPS 0.21,  -75.8% Y/Y; Revenue 7 136 mln

TOTAL SA (FR) – estimated EPS 0.68, -43.9% Y/Y; Revenue 27 255 mln

BNP Paribas SA (FR) – estimated EPS 1.52, -17.5% Y/Y; Revenue 10 786 mln

CNP Assurances (FR) – estimated EPS 1.52, -27.5% Y/Y; Revenue 27 933 mln

Credit Suisse Group AG (CH) – estimated EPS 0.12, -77.8% Y/Y; Revenue 5 266 mln

BAE Systems PLC (GB) – estimated EPS 0.18, +5.3% Y/Y; Revenue 8 661 mln

Cie de Saint-Gobain (FR) – estimated EPS 2.35, +12.2% Y/Y; Revenue 39 404 mln

Komatsu Ltd (JP) – estimated EPS 10949, -24.9% Y/Y; Revenue 1 700 830 mln

Schneider Electric SE (FR) – estimated EPS 1.63, -7.5% Y/Y; Revenue 12 272 mln

SolarCity Corp – estimated EPS -2.52, -56.5% Y/Y; Revenue 136 mln

Vinci SA (FR) – estimated EPS 1.62, +9.2% Y/Y; Revenue 17 652 mln

Alphabet Inc – estimated EPS 8.03, +14.8% Y/Y; Revenue 16 870 mln

The market can be eventually briefed on the impact of Brexit vote as company derives 9% of its revenue from UK and approx. 20% from Europe.

MasterCard Inc – estimated EPS 0.90, +6.1% Y/Y; Revenue 2 589 mln

Can we expect the same positive surprise as in case of Visa Inc.?

Dow Chemical – estimated EPS 0.5, -6.5% Y/Y; Revenue 11 226 mln

Investors will also be looking for an update merger with DuPont, especially from regulatory side.

SoftBank Group Corp (JP) – estimated EPS 644.83, +60.2% Y/Y; Revenue 9 059 473 mln

Friday

Mazda Motor Corp (JP) – estimated EPS 38.99, -36.6% Y/Y; Revenue 763 626 mln

Panasonic Corp (JP) – estimated EPS 11.26, -56.3% Y/Y; Revenue 1 822 373 mln

Sony Corp (JP) – estimated EPS -8.50, -112.1% Y/Y; Revenue 1 675 458 mln

Anheuser-Busch InBev SA/NV (BE) – estimated EPS 1.07, -12.3% Y/Y; Revenue 10 912 mln

Chevron Corp – estimated EPS 0.33, -60.8% Y/Y; Revenue 28 648 mln

The market is not expecting any deviation from industry trend on weaker commodity prices.

Enbridge Inc (CA) – estimated EPS 0.52, -13.7% Y/Y; Revenue 8 571 mln

Exxon Mobil Corp – estimated EPS 0.64, -36.3% Y/Y; Revenue 54 946 mln

Swiss Re AG (CH) – estimated EPS 1.95, -11.5% Y/Y; Revenue 8 836 mln

UBS Group AG (CH) – estimated EPS 0.32, +3.3% Y/Y; Revenue 7 073 mln

AbbVie Inc – estimated EPS 1.20, +10.9% Y/Y; Revenue 6 199 mln

Cigna Corp – estimated EPS 2.37, -6.9% Y/Y; Revenue 9 985 mln

Merck & Co Inc – estimated EPS 0.91, +5.9% Y/Y; Revenue 9 791 mln

Sanofi (FR) – estimated EPS 1.30, -8.0% Y/Y; Revenue 8 996 mln

Embraer SA (BR) – estimated EPS 1.45, --% Y/Y; Revenue 4 726 mln

Kawasaki Heavy Industries Ltd (JP) – estimated EPS 25.74, -6.6% Y/Y; Revenue 1 556 679 mln

MAN SE (DE) – estimated EPS 1.66, -10.1% Y/Y; Revenue 14 523 mln

Mitsubishi Heavy Industries Ltd (JP) – estimated EPS 40.21, +111.4% Y/Y; Revenue 4 372 182 mln

United Parcel Service Inc – estimated EPS 1.43, +5.7% Y/Y; Revenue 14 629 mln

Hitachi Ltd (JP) – estimated EPS 3.85, -66.2% Y/Y; Revenue 2 118819 mln

ArcelorMittal (LU) – estimated EPS 0.06, -45.9% Y/Y; Revenue 15 369 mln

Sumito Chemical Co Ltd (JP) – estimated EPS 48.13, -3.4% Y/Y; Revenue 2 029 531 mln

Electricité de France SA (FR) – estimated EPS 0.97, -27.0% Y/Y; Revenue 35 553 mln

Good luck Champs!

Mr Hawk

DISCLAIMER: This material was created for informational purposes only and represents the Land of Trading team’s view of the past and current economic and capital market environment. It is not an investment advice and should not be viewed that way at all, and the creators of this material cannot be held liable for any potential losses resulting from trading, where despite this disclaimer someone would consider this material as an investment advice. All rights reserved ©2016. Contact: landoftradingATgmail.com

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