Apple: Shall we buy Apple during WWDC?

  • 2015: investors were unimpressed by the iPhone 6S and iPhone 6S Plus models, coupled with the 2015–16 stock market sell-off, resulting in a 10.82% drop in APPL return after the iPhone announcement.
  • 2017: The 2.29% drop in APPL return after the iPhone announcement could be explained by market disappointment towards the minor upgrade of iPhone 8 and iPhone 8 Plus over their previous models of iPhone 7 and iPhone 7 Plus.
  • 5G upgrade cycle has not completed
  • Potential M2 announcement to improve processing speed and iPhone margin
  • Lack of competition in the high end smartphone market after Huawei sanction
  • Economy upcycle after pandemic
  • Other potential new features of new iPhone, e.g. AR

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