Tuesday, October 17, 2023

Apple Is Grossly Overvalued On China Taiwan


80 % of the computer chips for Macintosh computers and around two thirds + of the chips in iPhones and iPads, all stables of Apple's product offering are manufactured in Taiwan.

If China invades Taiwan, Apple's market capitalization could fall to 1 trillion USD from the current circa 3 trillion market capitalization of Apple, according to Wolfteam Ltd.'s projections and estimates.

Furthermore, the market seems to be making grossly, too optimistic projections for Apple' s future revenue provided Apple keeps its current net profit margin of circa 30 %.

China Taiwan are a huge Black Swan event for Apple Inc.

No comments:

Post a Comment