FORTUNE --Peter Misek, the top Apple (AAPL) specialist at Jefferies, has taken a lot of heat lately on two fronts: From investors for his bearish stance on the stock, and from the tech press for starting a basket full of Apple rumors that didn't pan out. At one point this year Cult of Mac assembled A History Of Horrible Apple Predictions From Peter Misek.
But the truth about Misek is that he's neither a bear nor a bull. He's a just an impressionable guy who likes to travel a lot, reports just about everything he sees and hears, and comes back believing whatever he was told last. (See here, here, here and here.)
Case in point: The report he filed Monday -- after his most recent trip to Asia -- in which he flipped his Apple recommendation from Hold to Buy and raised his price target nearly 50%, from $405 (one of the lowest on the Street) to an above-consensus $600.
The report was a typical Misek travelog, complete with Japanese iPhone 5S availability posters and a trunkful of industry gossip.
Among the highlights:
Misek is about as confident about that last one -- the iPhone 6 with the jumbo screen -- as he was last year about the imminent arrival of what he now calls "this unicorn," an Apple HDTV.
But as even Cult of Mac acknowledges, Misek sometimes gets it right.
The country's constitution bans it from having a traditional standing army. But its so-called Self Defense Force is one of the world's most sophisticated armed bodies.
By Michael Fitzpatrick
FORTUNE -- On paper, Japan is a pacifist nation. It ranks 6th on the Global Peace Index, a list tabulated by peace activists at Vision of Humanity. Japan's constitution makes illegal a traditional standing army. But a recently published defense white paper shows MOREAug 5, 2013 10:19 AM ET
The popular fundraising method hasn't stuck yet. It's only a matter of time.
By Kurt Wagner, reporter
FORTUNE -- The crowdfunding industry made it clear it isn't going anywhere last year. Popular crowdfunding platforms like Kickstarter and Indiegogo made it simple for entrepreneurs to fund their creative projects by soliciting donations from the general public. With more than 600 platforms worldwide, crowdfunding has grown from a $530 million industry in 2009 MOREJul 8, 2013 11:16 AM ET
Says current iPhones are "poorly aligned" with the factors driving smartphone growth.
FORTUNE -- In a note to clients Thursday, Nomura's Stuart Jeffrey raised his estimates for smartphone sales in 2013, 2014 and 2015 by 13%, 16% and 14%, respectively.
But not for Apple (AAPL).
"Despite Apple commanding an 18% smartphone share," he writes, "we have not increased our Apple estimates."
The reason, he says, is that Apple's current crop of iPhones are "poorly aligned" MOREPhilip Elmer-DeWitt - May 23, 2013 11:57 AM ET
The key to future sales growth is signing up new cellular operators, especially in Asia
In a series of well-researched charts, Morgan Stanley's Katy Huberty has put her finger on the one factor -- all others being equal -- that really drives smartphone sales: The number of cell phone operators that sell the thing.
In a report issued to clients Sunday, Huberty shared the results of an analysis of 760 carriers in MOREPhilip Elmer-DeWitt - Nov 21, 2011 8:12 AM ET
The crowd of 350-400 was smaller than the ones that showed up for the iPad and iPad 2
We counted 352 heads before shooting this video. By the time Apple (AAPL) staffers opened the doors at 8:00 a.m., it had probably grown to 400.
We counted 330 at this store for the launch of the iPhone 3GS, 500-600 for the launch of the original iPad and nearly 1,200 for the iPad 2.
Judging from the MOREPhilip Elmer-DeWitt - Oct 14, 2011 10:01 AM ET
In Japan, its profits grew 1,156% between 2005 and 2010. Europe's were up 1,518%
"Apple's international sales are simply on fire"
So wrote the Motley Fool's Erik Bleeker Monday in a piece assessing Apple's (AAPL) overseas demand.
It is, as he puts it, exploding.
This will come as no surprise to anyone who has been following COO Tim Cook's Q&As with analysts, where he's been highlighting Apple's growth in the Japanese and Asia Pacific MOREPhilip Elmer-DeWitt - Jun 28, 2011 7:38 AM ET
An analyst expects Apple to launch both an iPhone 5 and a mid-range iPhone 4S
For much of the spring, the reporters who cover Apple (AAPL) have been arguing among themselves about what to call the new iPhone they expect the company to introduce in September.
Some call it the iPhone 5, to match the iOS 5 operating system Apple unveiled to developers three weeks ago.
Some, anticipating that the new device will MOREPhilip Elmer-DeWitt - Jun 27, 2011 7:15 AM ET
By Bill Powell, senior writer
Investors are pitching the Zuckerberg-Gates-Google model of college-kid startups at China's prestigious universities. And the kids are into it.
FORTUNE -- IPOs from Chinese tech companies -- in e-commerce, social media, mobile applications for tablets and smart phones -- in just about anything in the so-called TMT (technology,media, telecom) universe have been coming with such relentless frequency that they're hard to keep track of, especially from afar. So MOREJun 2, 2011 12:51 PM ET
The contrast with Windows PC sales is especially striking in Asia, the U.S. and the rest of the world
As is his wont, Needham's Charlie Wolf waited until the middle of Apple's (AAPL) current quarter to issue his analysis of the last. As usual, it was worth the wait.
In a note to clients Friday entitled "What a Streak," he uses a series of charts based on IDC data to zero in MOREPhilip Elmer-DeWitt - May 22, 2011 10:40 AM ET
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