- Asian checks suggest an iPhone 6 (AAPL -0.7%) could launch in July, says Mizuho's Abhey Lamba (Outperform, $575 PT). Lamba adds supply chain vendors are gearing up for a new iPhone launch earlier than they did in prior years.
- Multiple reports have stated Apple plans to launch two larger iPhones this year. The WSJ reported last month the smaller model is "further along in development, and is being prepared for mass production."
- Lamba also backs up reports that the larger iPhones will have 4.7" and 5.5" displays, respectively, and that an iWatch and Apple TV set-top are being prepped.
- Meanwhile, Morgan Stanley's Katy Huberty (Overweight) observes Apple's top-30 shareholders own "a record low" 30% of shares, even as top-30 ownership for other tech names (Google, Amazon, Microsoft, H-P) is at or near record levels. Apple's 5-year average is 36%; a peak of 40% was reached in 2009.
Mizuho's checks point to July iPhone launch. MS notes institutional selling.
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