Google Trends says Apple beats low expectations, Samsung momentum stays strong.
FORTUNE -- Morgan Stanley's Katy Huberty unveiled a new crowdsourced forecasting tool Tuesday. As explained in an April whitepaper, the AlphaWise Smartphone Tracker is based on an analysis of Google Trends, using different search terms for different regions and adjusting for seasonal trends.
The results of the first month's survey of the U.S., U.K., German, French, Japanese and Chinese markets are shown in the chart above.
As MOREPhilip Elmer-DeWitt - May 22, 2013 7:09 PM ET
Morgan Stanley's chief Apple watcher was visiting Hong Kong and Taiwan.
FORTUNE -- In a note to clients Wednesday, Morgan Stanley's Katy Huberty, just back from China, reports on "feedback" from Asian carriers and suppliers that she views as positive for Apple (AAPL).
She makes several points: (I quote)
After a slow start, iPhone 5 is now on track to meet carrier volume expectations.
iPhone 4 price cuts could stimulate incremental demand near-term.
Carriers see MORE
Raises iPad estimate 11%, lowers iPhone 11%. Revenue and EPS are both dialed back.
FORTUNE -- Like many Wall Street analysts who follow Apple (AAPL), Morgan Stanley's Katy Huberty likes to issue estimates for the current quarter the day after the company reports the previous quarter's results -- and then stick with those numbers for the next three months.
But on Thursday -- two weeks before the company is scheduled to report MOREPhilip Elmer-DeWitt - Apr 11, 2013 8:31 AM ET
Morgan Stanley's Katy Huberty thinks Apple should borrow to pay its shareholders
FORTUNE -- While Greenlight Capital's David Einhorn was lobbying shareholders Thursday to support his perpetual preferred stock idea (see Would you buy an iPref from this man?), Morgan Stanley's Katy Huberty has been meeting with the Apple (AAPL) executive who rejected Einhorn's proposal last September: Chief financial officer Peter Oppenheimer.
In a note to clients Friday, Huberty reports that she MOREPhilip Elmer-DeWitt - Feb 22, 2013 6:47 AM ET
But can Apple make a cheap phone that isn't, in Tim Cook's words, "a crappy product"?
FORTUNE -- Adding to the growing literature of sell-side analysts who think the answer to Apple's (AAPL) market valuation woes (down 35% since September) is a low-cost iPhone, Morgan Stanley's Katy Huberty has looked at China, the world's largest smartphone market, and done the math.
She made several points in a note to clients Tuesday that MOREPhilip Elmer-DeWitt - Feb 19, 2013 7:19 AM ET
That's a dumb bet, says Katy Huberty, given 14% growth in the markets Apple serves
FORTUNE -- The chart at right, posted before Apple's (AAPL) shares lost another $12 (2.5%) Tuesday, comes out of Morgan Stanley's "What's in the Price?" stock analyzer. It suggests that at Monday's $480 a share, the market was pricing in long term earning growth for Apple of -4%.
Anything is possible, of course.
But in a note to MOREPhilip Elmer-DeWitt - Feb 13, 2013 6:53 AM ET
Morgan Stanley finds evidence that Apple's margins will improve before the end of 2013
FORTUNE -- Apple's (AAPL) quarterly gross margin -- the measure of how efficiently a company turns sales into profits -- peaked in March 2012 at an astonishing 47.4%, along with its quarterly stock performance (up 29%).
But what goes up must come down, and when Apple warned Wall Street that its margins were likely to fall -- to MOREPhilip Elmer-DeWitt - Feb 4, 2013 6:48 AM ET
A new Morgan Stanley survey suggests there is still room to grow
FORTUNE -- "Despite concerns to the contrary," writes Morgan Stanley's Katy Huberty reporting the results of a proprietary survey of 1,000 U.S. consumers, "iPhone and iPad demand remain strong. C4Q US iPhone purchase intentions beat our forecast. Stable 50% iPad share also surprised us, despite our modeled drop next year."
Among the key findings:
Strong iPhone 5 demand. Survey suggested 33% MOREPhilip Elmer-DeWitt - Dec 17, 2012 12:15 PM ET
Survey finds Americans more keen to buy an "iTV" than they were the iPhone or iPad
FORTUNE -- Opinions about whether Apple (AAPL) is about to enter the TV set market are about as sharply divided as Fox News and MSNBC. You're either in the Gene Munster camp (It's coming, for sure, in 2013!) or in Jean-Louis Gassée's (It's a pipe dream!).
Whichever party you belong to, there's much to be gleaned MOREPhilip Elmer-DeWitt - Dec 11, 2012 8:03 AM ET
A high-quality, fast-growing mega cap company that gets no respect on the Street
Katy Huberty, Morgan Stanley's chief Apple (AAPL) analyst, issued an elaborate report Monday entitled AAPL: How Do You Do Risk Management? that I can't pretend to understand completely -- not even the title.
But two takeaways are clear: (I quote)AAPL is the most widely held US company among hedge funds, with 26% of all large hedge funds holding positions MORE Philip Elmer-DeWitt - May 21, 2012 9:56 AM ET
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