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Apple's Payments Platform May Be Ready To Roll
- Evidence for a September 9th rollout of Apple's payments platform continues to mount.
- Apple's recently published patent offers the clearest picture yet of what such a platform might entail.
- The consistency between leaked PCBs and cases suggests that the iPhone 6 will employ NFC. However, this is not 100% certain.
- 2014 will be a watershed year for Cupertino and I am increasing my PT accordingly to $114.
Apple's Opportunity In India
- While China is well covered by analysts, India - Apple's fastest growing market - is widely ignored.
- India's middle class is expected to grow to more than triple current levels by 2025.
- India's relative poverty compared with more developed Asian markets presents a number of complications. However, India's middle class is already large enough to be the sole focus of Apple's attention.
- In order to achieve a breakout, Apple has adopted a uniquely Indian marketing strategy that rests with "EMIs" and the cachet of Apple's premium brand.
- For Apple, bringing India into the fold hinges on convincing India's middle class that they are getting value for money and credit expansion.
Apple's Tax Bill Is About To Get Much, Much Bigger
- The European Commission has announced that it will launch a formal investigation into Apple's tax arrangements in Ireland.
- The Commission's investigation is part of a global crackdown on multinational corporations launched by the OECD and endorsed by the G20 known as the Base Erosion and Profit Shifting Action.
- The adoption of tax harmonization rules by the majority of European states would effectively eliminate the most profitable opportunities for cross-border tax arbitrage regardless of US adoption.
- Depending on Apple's capital allocation strategy, BEPS has the potential to be either a windfall or a significant hit for Apple investors in the mid term.
Apple Outspends Google On Acquisitions In 2013
- Apple has significantly increased its M&A spend over the last five quarters, topping Google for the first time in 2013 ($1.61 bn vs. $1.45 bn, adjusted).
- These acquisitions cover a wide range of technologies, notably indoor GPS, maps/navigation, predictive search, health-tracking, infrared motion-sensing/3D scanning, video data compression, and low-power wireless radio technology.
- This surge in M&A activity, combined with a renewed HR push by Apple indicates that the company intends to release multiple new product categories in 2014.
- Samsung And PayPal Declare War On Apple
- Apple Is Building A Mobile Payments Platform To Rival PayPal
- Apple's R&D Spend Points To Multiple New Products Exiting The Pipeline
- Apple: Buy The Dip And Go Long The 2014 Product Cycle
- Apple Roars Into A Chinese New Year
- Apple Bears Throw In The Towel
- Apple's Italian Tax Woes Are Just The Tip Of The Iceberg
- How Apple Won The War For Education
- 10 Catalysts That Are Paving The Way For Apple $700
- A Sneak Peek Inside Apple's R&D Lab
- Apple: Inside Icahn's Indecent Proposal
- Is Apple Worth More Dead Than Alive?
- Hedge Funds May Hate Apple, But Consumers Are Still In Love
- Apple Won't Just Roll Over And Die
- The Non-Decline And Fall Of Apple
- Will Chinese Consumers Save Apple?
- Will iPads Replace Textbooks In K-12 Classrooms?
- What Happens If The iPhone 5 Flops?
- Apple Goes For Samsung's Throat: New Complaint Targets All Samsung Mobile Devices
- Apple's Win Over Samsung Is A Kick In The Teeth For Google
- Coming To An iPhone Near You: Apple's New Fingerprint Key For Mobile Payments
- Apple Decoded: Charting The Rise Of The World's Wealthiest Company