Eq: Tech

(New York)

Goldman Sachs just made a highly un-risky and entirely unremarkable call—they contend ecommerce will continue to grow at a good pace. However, within that contention, they also picked three stocks which represent the best way to play that growth. They prefer pure play ecommerce companies, and say that Amazon, Alibaba, and JD.com are the best names to buy in order to benefit from the continued rise of online shopping. According to Goldman, “Pure-play eCommerce companies like Amazon continue to benefit from greater access to consumer data and purchase history that enables not only compelling consumer experiences but also delivers efficiency and competitive benefits”.


FINSUM: These are certainly good ways to play ecommerce, but there are some other good angles too, such as logistics providers or warehousing stocks etc.

(San Francisco)

A few weeks ago we were feeling very bearish about the new iPhone and suggested that we thought Apple’s stock might fall. However, we must now admit that we have had a change of heart. The incredibly poor sentiment that preceded the new iPhone’s release has been replaced with cautious optimism. Reviews of the newest suite of phones have been more positive than expected and this replacement cycle seems likely to be significantly better than previously expected. That, combined with the fact that Apple is not staggering release dates of the models this year, means that the stock could see some significant gains.


FINSUM: Everything seemed very gloomy prior to the new iPhone’s release, but that was the perfect environment for an upside surprise.

(San Francisco)

Just before the launch of the new suite of iPhones and other Apple products last week, things were looking bleak for the company. There was remarkably little pre-launch excitement and it seemed like this was going to be a rather boring round of updates for the iPhone. However, initial sales momentum is looking strong and could bode well for the company. There are also some one-off factors that could make Apple’s stock pop. According to Evercore, “We think there is inherent upside to Sept-qtr EPS given AAPL isn’t staggering their launches but announcing all the three products simultaneously … This we think will have a positive impact to revenues and EPS in the sept-qtr, though depending on the reception of these products it may be more of a pulling in of revenues from Dec-qtr”.


FINSUM: The iPhone 11 is a little more differentiated than everyone thought, and it seems to have sparked more interest than expected. This may be a less gloomy replacement cycle than expected.

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