[해외주식] 값진가요? / Valuable?
주식개미
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2021.09.29 10:29
Apple Inc
a83hj9jago8w4gb2gvbczxjn35
AAPL has a ~2.3 trillion USD market cap, roughly the size of size Canada or Italy, the 10th and 11th largest countries by domestic market cap.
So which is more overpriced, Canada or AAPL?
AAPL shares have reduced about 30% since 2013 from 23 billion to 16 billion.
Revenue for APPL has doubled since 2013, from 170 billion to 340 billion.
Operating income has doubled since 2013 from 50 billion to 100 billion.
Assets have increased in that time from 220 billion to 320 billion, about 50%, however have declined from 400 billion in 2017.
Liabilities have increased in that time from 60 billion to 260 billion, over 300%.
A recent court ruling has changed Apple's app store policy to no longer restrict payment methods through third parties. This monopoly on the app store was a big part of their revenue.
I can't remember the last time Apple invented something new that seemed extraordinarily useful. The iPod and iMac were amazing, life changing devices in their day. But that was during the Jobs era. Now you have "new products" like the Apple Watch or the Homepod doesn't really do anything for me but offer redundancy.
On the other hand, people like shiny things. Especially shiny things that light up. The elite hoard more AAPL stock than ever.
Is it worth it? Or are they just bag holding?
Should it be worth 4x the price in M2 inflation-adjusted terms since 2013?
Given the expectations that inflation will fall, the most widely hoarded assets will fall the hardest, right?
Cheers!
So which is more overpriced, Canada or AAPL?
AAPL shares have reduced about 30% since 2013 from 23 billion to 16 billion.
Revenue for APPL has doubled since 2013, from 170 billion to 340 billion.
Operating income has doubled since 2013 from 50 billion to 100 billion.
Assets have increased in that time from 220 billion to 320 billion, about 50%, however have declined from 400 billion in 2017.
Liabilities have increased in that time from 60 billion to 260 billion, over 300%.
A recent court ruling has changed Apple's app store policy to no longer restrict payment methods through third parties. This monopoly on the app store was a big part of their revenue.
I can't remember the last time Apple invented something new that seemed extraordinarily useful. The iPod and iMac were amazing, life changing devices in their day. But that was during the Jobs era. Now you have "new products" like the Apple Watch or the Homepod doesn't really do anything for me but offer redundancy.
On the other hand, people like shiny things. Especially shiny things that light up. The elite hoard more AAPL stock than ever.
Is it worth it? Or are they just bag holding?
Should it be worth 4x the price in M2 inflation-adjusted terms since 2013?
Given the expectations that inflation will fall, the most widely hoarded assets will fall the hardest, right?
Cheers!
번역:
애플
a83hj9jago8w4gbczxjn35
AAPL의 시가총액은 약 2조3000억 달러로 국내 시가총액 10위와 11위인 캐나다나 이탈리아와 비슷한 규모다.
그렇다면 캐나다와 AAPL 중 어느 것이 더 비쌉니까?
AAPL 주식은 2013년 이후 약 30%에서 160억으로 감소했습니다.
APPL의 매출은 2013년 이후 두 배로 증가하여 1,700억에서 3,400억으로 증가했습니다.
영업이익은 500억에서 1,000억으로 2013년 이후 두 배로 증가했다.
그 당시 자산은 2200억에서 3200억으로 증가했지만, 2017년의 4000억에서 약 50% 감소했다.
부채는 그 당시에 600억에서 2600억으로 증가했는데, 이것은 300%가 넘는다.
최근 법원 판결로 애플의 앱스토어 정책이 더 이상 제3자를 통한 결제 방식을 제한하지 않는 것으로 바뀌었다. 앱스토어에 대한 이러한 독점은 그들의 매출의 큰 부분을 차지했습니다.
나는 애플이 가장 최근에 엄청나게 유용해 보이는 새로운 것을 발명했을 때를 기억할 수 없다. 아이팟과 아이맥은 놀라웠습니다. 그들의 시대에 삶을 바꾸는 장치들이었습니다. 하지만 그것은 잡스 시대였다. 이제 애플 워치나 홈팟과 같은 "신제품"은 저에게 아무것도 해 주는 것이 없고, 중복성을 제공합니다.
반면에, 사람들은 빛나는 것을 좋아합니다. 특히 반짝이는 것들이 빛을 발합니다. 엘리트들은 그 어느 때보다 더 많은 AAPL 주식을 비축하고 있다.
그만한 가치가 있나요? 아니면 그냥 가방만 들고 있는 건가요?
2013년 이후 M2 인플레이션 조정 조건으로 가격 4배의 가치가 있어야 하는가?
인플레이션이 하락할 것이라는 예상을 감안할 때, 가장 널리 사재기되어 있는 자산들이 가장 심하게 떨어질 것이다, 그렇지 않은가?
건배!
원문링크: https://www.tradingview.com/chart/AAPL/sDkVkkKj-Valuable/
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