Surat cinta dari analis buat para investor aka classic stock manipulation:
Sterne Agee analyst Shaw Wu today wrote in a research note to investors that Apple’s reported cuts to component orders have nothing to do with weak demand. Instead, Wu said that while component orders are lower, they’re due to “much improved yields meaning lower component builds and supplier shifts.”
“As far as we can tell, iPhone 5 demand remains robust,” Wu said.
And about those cuts? It appears they might not be as deep as the Journal’s sources said. Those folks indicated that iPhone 5 component orders were cut by “roughly half.” According to the New York Times, which spoke with NPD DisplaySearch analyst Paul Semenza, Apple had expected to order 19 million displays for its iPhone 5 in January, but cut it to between 11 million and 14 million.
Satu analis membuat saham turun, yang satunya bertugas untuk menstabilkan saham.
Kerja sama yang baik.
Sementara itu, Jim Dalrymple dari The Loop mengungkapkan bahwa Apple tidak dapat memberikan respon terkait rumor dari WSJ tersebut, dikarenakan adanya aturan dari Securities and Exchange Commission (SEC) yang melarang Apple berbicara kepada publik, hal ini dikarenakan Apple sedang berada dalam “masa tenang” dan semua perusahaan harus mematuhi aturan ini.
Masa tenang artinya, masa di mana para analis bebas berspekulasi karena Apple tidak akan bisa memberikan bantahannya.
The federal securities laws do not define the term “quiet period,” which is also referred to as the “waiting period.” However, a quiet period extends from the time a company files a registration statement with the SEC until SEC staff declare the registration statement “effective.” During that period, the federal securities laws limit what information a company and related parties can release to the public. The failure to comply with these restrictions generally is referred to as “gun-jumping.”
Kesimpulannya, jangan percaya rumor apapun yang muncul 30 hari sebelum pengumuman laporan keuangan Apple. That’s it.