Lunes 14/01/13 Bernanke habla a las 4:30 p.m.

[admin]

Euro up 1.3346

Yielsd down 1.84%

La produccion industrial de Europa cayo 3.7% en el anio, se esperaba un caida de 3.1%

[admin]

UPS no comprara TNT

[admin]

AAPl -2.78% debido a su recorte de produccion.

SCCO +0.13%

EPU -0.15%

FAS -0.59%

EDC +1.05%

ERX -0.09%

USO +0.56%

C -0.14%

BAC -0.09%

SLW +1.32%

AA +0.22%

FB +1.51%

[admin]

El precio de platino ha subido mas que el oro y la plata.

[jonibol]

Estarán esperando que US va a emitir su moneda de platino y por eso sube el metal, jaja

[admin]

MS recorta 5% de su fuerza laboral en el Asia.

[admin]

Au up 1,673.77

[admin]

AAPL recorta pedidos de componentes del iPhone 5 debido a que la demanda ha sido menor a la esperada, las ventas del iPhone 5 no han sido tan buenas como la compania habia anticipado.

Las ordenes de componentes para el iPhone 5 para el primer trimestre han sido cortadas a la mitad.



Apple Cuts Orders for iPhone Parts

By JURO OSAWA
Apple Inc. AAPL -0.62%has cut its component orders for the iPhone 5 due to weaker-than-expected demand, people familiar with the situation said Monday, indicating sales of the latest smartphone haven't been as strong as previously anticipated.

Apple's orders for iPhone 5 screens for the January-March quarter, for example, have dropped to roughly half of what the company had previously planned to order, the people said.

The Cupertino, Calif., company has also cut orders for components other than screens, according to one of the people.

Apple notified the suppliers of the order cut last month, the people said.

The move comes as the company has been facing greater challenges from Samsung Electronics Co. and other makers of smartphones powered by Google Inc.'s GOOG -0.20%Android operating system. While Apple has set the agenda for the smartphone market since it released its first iPhone in 2007, South Korea's Samsung, which sells many Android-based models at various price points, has already overtaken the U.S. company as the world's largest smartphone vendor by market share. Demand is also growing for inexpensive smartphones from Chinese makers such as Huawei Technologies Co.

Apple cut orders for iPhone 5 components on lower-than-expected demand. The WSJ's Juro Osawa talks about whether sales of Apple's latest smartphone are slowing.
.While the popularity of iPhones and iPads has been boosting Apple's earnings and investors' expectations over the past few years, there have been concerns in recent quarters about how long the growth momentum can continue. Apple's stock price, which peaked at about $705.07 in September, closed Friday at $520.30, down 0.6%.

In the 2012 third quarter, Apple held 14.6% of world-wide smartphone shipments, down from a peak of 23% in the fourth quarter of 2011 and the first quarter of 2012, according to IDC.

Samsung's market share, meanwhile, rose to 31.3% in the third quarter of 2012, compared with 8.8% in the third quarter of 2010. The Korean company said earlier this month that it expects to report another record operating profit for the fourth quarter of 2012, capping its best year ever amid strong sales of its Galaxy line of smartphones. The company expects an operating profit of between $8.1 billion and $8.5 billion for the three months ended in December.

Apple is slated to report earnings later this month.

Some analysts have mentioned possible order cuts at suppliers and raised questions about demand for the iPhone 5.

Apple may have made particularly large iPhone 5 orders to suppliers for the October-December quarter, because of earlier concerns about manufacturing difficulties with some components such as screens, said Sanford Bernstein analyst Alberto Moel.

Citigroup C -1.16%last month lowered its rating for Apple to Neutral from Buy, citing concerns about iPhone order cuts. The brokerage noted that a sharp increase in iPhone 5 production during the October-December period may have left Apple with more inventory than expected. Still, it also said that "good not great" demand is likely a factor behind the order cuts.

"It is unlikely that Apple is cutting orders in a 'great' demand environment," Citigroup analysts said in the Dec. 16 report.

Apple representatives weren't immediately available for comment.

The iPhone 5, released in September, represents Apple's effort to maintain its strong position amid intensifying competition. The latest model comes with a longer, four-inch screen compared with the 3.5-inch screens used in all previous iPhone models.

Japan's Sharp Corp., 6753.TO +12.63%Japan Display Co. and South Korea's LG Display Co. 034220.SE -2.20%are the three suppliers of the screens, according to people with knowledge of the matter. When the iPhone 5 was launched, there were concerns that suppliers might not be able to produce enough to keep up with demand.

Apple's cut in orders may also affect first-quarter sales of component makers, some of which are largely dependent on the U.S. company. The fact that some iPhone components are highly customized makes it difficult for suppliers to find alternative buyers in a short time frame. Sharp, one of the suppliers of the screens, has been struggling financially with a cash crunch and losses from its television operations.

Japan's Nikkei reported earlier Monday that Apple has slashed its orders for iPhone 5 components.

Write to Juro Osawa at juro.osawa@wsj.com

[admin]

Algunos analistas senialan que la noticia del recorte de pedidos de AAPL no es una noticia nueva.

Euro up 1.3355

Yenn down 89.33

[admin]

-15

[admin]

+17.21

[admin]

Semana carga de datos eocnomicos mas reporte de utilidades, Bernanke habla mas tarde.

[admin]

Oil up 93.75

Au up up 1,672

Futures cu up 3.66

+9.06

[admin]

FB +1.45%

AAPL -3.78%

FAS -0.35%

BAP +0.21%

EPU +0.40%

CPAC +2.75%

SCCO +0.56%

BVN +1.06%

[admin]

AAPL negocia a 11 PE (trail) mientras FB tiene un PE arriba de 70. La accion de AAPL todavia esta muy barata.