4 ms·
Approximately none. APPL demands some of the highest P/E and PEG premiums in the entire stock market, definitely higher than anything in it's weight class. I a
by jpgvm 3y ago
Approximately none. APPL demands some of the highest P/E and PEG premiums in the entire stock market, definitely higher than anything in it's weight class.
I also think that happens to be a pretty reasonable assessment. China is not at all interested in Apple pulling out of manufacturing in China. They are a great customer and have provided many Chinese companies with the opportunity to grow massively. YTMC for instance was slated to become a primary memory supplier for Apple before the US government blocked it.
So it seems pretty obvious the risk isn't China, it's the US government deciding that Apple is no longer allowed to manufacture or perhaps even sell high end Macs to China etc.
- beebeepka 3y agohttps://www.businessinsider.com/us-would-destroy-taiwan-semiconductor-factories-avoid-china-trump-adviser-2023-3 https://www.businessinsider.com/us-would-destroy-taiwan-semi... https://www.theregister.com/2022/01/05/taiwan_should_destory_tsmc_paper/ https://www.theregister.com/2022/01/05/taiwan_should_destory... https://www.tomshardware.com/news/taiwan-will-defend-tsmc-from-us-bombing-in-the-event-of-a-china-war https://www.tomshardware.com/news/taiwan-will-defend-tsmc-fr... https://www.reuters.com/technology/asml-ceo-says-politics-will-lead-slower-semiconductor-advances-2023-04-26/ https://www.reuters.com/technology/asml-ceo-says-politics-wi... Dang Chinese won't leave the poor west alone. Can't they just accept US hegemony
- Nevermark 3y agoUnder apparent US hegemony, the US was wasting trillions on wars, while China’s economy grew at a much faster pace. Their increased local suppression, political and military flexing may be helpful to those consolidating power at the top, but they are costly moves to maintain, and have upended the compounding economic power game they were quietly winning. > “The greatest victory is that which requires no battle.” [0] [0] Sun Tzu (Some Chinese guy), The Art of War