Podcast dissecting business, technology & media, Analyse Asia

Analyse Asia with Bernard Leong

Podcast dissecting business, technology & media

Analyse Asia

The premiere weekly podcast dissecting the pulse of business, technology & media in Asia. Hear our host interviewing leading journalists, senior executives, respectable authors & thinkers, entrepreneurs & thought leaders to discuss the most important issues that move and shake the business landscape in the Asia Pacific. The show is originally created and hosted by Bernard Leong.

Equity Bottom-Up

<ul><li>ndia does not have a top-down method for executing a five year plan like China does</li><li>hina's supply chain is vast and highly competitive, with India unlikely to replicate its success</li><li>hina wants technology transfer to be one-way gate, inhibiting India's ability to compete</li><li>atrick Magee studied religion before becoming a financial journalist and eventually writing about Apple's dependence on China</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

ndia does not have a top-down method for executing a five year plan like China doeshina's supply chain is vast and highly competitive, with India unlikely to replicate its successhina wants technology transfer to be one-way gate, inhibiting India's ability to competeatrick Magee studied religion before becoming a financial journalist and eventually writing about Apple's dependence on ChinaThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

How Apple Accidentally Built China's Tech Superpower and Can't Escape with Patrick McGee

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

<ul>
<li>Apple failed to deliver on the highly anticipated Siri makeover, noting that it didn't meet their quality standards and effectively pushing it out for another full year </li>
<li>Internal rivalries, divided opinions on the direction AI should take, organizational restructuring, unwillingness to do meaningful acquisitions would all appear to be contributing to Apple's AI woes</li>
<li>Apple's peers are advancing their AI ambitions at warp speed, investing heavily, taking bold risks and mostly delivering on their promises. Apple is the polar opposite. What's another year? Failure.</li>
</ul>


Apple failed to deliver on the highly anticipated Siri makeover, noting that it didn't meet their quality standards and effectively pushing it out for another full year 
Internal rivalries, divided opinions on the direction AI should take, organizational restructuring, unwillingness to do meaningful acquisitions would all appear to be contributing to Apple's AI woes
Apple's peers are advancing their AI ambitions at warp speed, investing heavily, taking bold risks and mostly delivering on their promises. Apple is the polar opposite. What's another year? Failure.


Technology / Semiconductor / Internet Research

Nicolas Baratte

<ul>
<li>How many times can Apple management say “delightful” when they have nothing to say? WWDC25 highlighted a bunch of small software tweaks, mostly “new designs” and nothing on AI. </li>
<li>The air pocket continues: very low growth in hardware categories, potentially large negative consequence of the Epic lawsuit, no AI roadmap.   </li>
<li>Consensus expects revenue growth for FY26 and that’s very questionable. The stock trades at 28x FY25 EPS, 26x FY26 with the only driver being share buybacks. Avoid!</li>
</ul>


How many times can Apple management say “delightful” when they have nothing to say? WWDC25 highlighted a bunch of small software tweaks, mostly “new designs” and nothing on AI. 
The air pocket continues: very low growth in hardware categories, potentially large negative consequence of the Epic lawsuit, no AI roadmap.   
Consensus expects revenue growth for FY26 and that’s very questionable. The stock trades at 28x FY25 EPS, 26x FY26 with the only driver being share buybacks. Avoid!


Apple WWDC25: Nothing Announcements, and Nothing on AI.

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

<ul><li>Origin story of the book: Becoming interested in Apple's Achilles heel in China after being too bullish on the company's success</li><li>Focus on the role of manufacturing design engineers in custom manufacturing and orchestration of Apple's supply chain in China</li><li>Thesis of the book: Exploring Apple's strategic positioning in China and the symbiotic relationship between economic scale and customer allure in the luxury market</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Origin story of the book: Becoming interested in Apple's Achilles heel in China after being too bullish on the company's successFocus on the role of manufacturing design engineers in custom manufacturing and orchestration of Apple's supply chain in ChinaThesis of the book: Exploring Apple's strategic positioning in China and the symbiotic relationship between economic scale and customer allure in the luxury marketThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 117: Talking Apple in China with Patrick McGee

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Apple reported strong financial results for Q2 of the fiscal year 2025, achieving revenue of $95.4 billion, which represents a 5% increase compared to the previous year.</li><li>This growth was at the high end of the company's guidance range, and the diluted earnings per share stood at $1.65, marking an 8% year-over-year increase and setting a record for the March quarter.</li><li>The company's Services segment achieved an all-time revenue high, with a 12% growth year-on-year, indicating robust performance across Apple’s diverse service offerings.</li></ul>

Apple reported strong financial results for Q2 of the fiscal year 2025, achieving revenue of $95.4 billion, which represents a 5% increase compared to the previous year.This growth was at the high end of the company's guidance range, and the diluted earnings per share stood at $1.65, marking an 8% year-over-year increase and setting a record for the March quarter.The company's Services segment achieved an all-time revenue high, with a 12% growth year-on-year, indicating robust performance across Apple’s diverse service offerings.

Apple Faces Crosswinds: $900M Tariff Hit, Legal Storms, and AI Lag – What’s Next?

United States

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related accessories. The Company also offers payment, digital content, cloud and advertising services. Apple Inc.'s customers are primarily in consumer, small & mid-sized business, education, enterprise and government markets worldwide.

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Apple (AAPL US)

How Apple Accidentally Built China's Tech Superpower and Can't Escape with Patrick McGee

In summary, "Apple in China" explores Apple's manufacturing dependency, Magee's career journey, and the importance of diverse experiences in...

Analyse Asia with Bernard Leong

Apple Intelligence. What's Another Year?

Apple's peers are advancing their AI ambitions at warp speed, investing heavily, taking bold risks and mostly delivering on their promises. Apple...

William Keating

Apple WWDC25: Nothing Announcements, and Nothing on AI.

Apple's lackluster WWDC25 highlights small software tweaks, no AI focus. Stock trading at high multiples with only driver being share buybacks....

Nicolas Baratte

Episode 117: Talking Apple in China with Patrick McGee

The author's experiences covering the Umbrella Revolution, German auto industry, and Apple led to a deep dive into the tech giant's supply chain,...

The Circuit

Apple Faces Crosswinds: $900M Tariff Hit, Legal Storms, and AI Lag – What’s Next?

Apple reported strong financial results for Q2 of the fiscal year 2025, achieving revenue of $95.4 billion, which represents a 5% increase...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

How Apple Accidentally Built China's Tech Superpower and Can't Escape with Patrick McGee

In summary, "Apple in China" explores Apple's manufacturing dependency, Magee's career journey, and the importance of diverse experiences in...

Analyse Asia with Bernard Leong

Apple Intelligence. What's Another Year?

Apple's peers are advancing their AI ambitions at warp speed, investing heavily, taking bold risks and mostly delivering on their promises. Apple...

William Keating

Apple WWDC25: Nothing Announcements, and Nothing on AI.

​Apple's lackluster WWDC25 highlights small software tweaks, no AI focus. Stock trading at high multiples with only driver being share buybacks....

Nicolas Baratte

Episode 117: Talking Apple in China with Patrick McGee

The author's experiences covering the Umbrella Revolution, German auto industry, and Apple led to a deep dive into the tech giant's supply chain,...

The Circuit

Apple Faces Crosswinds: $900M Tariff Hit, Legal Storms, and AI Lag – What’s Next?

Apple reported strong financial results for Q2 of the fiscal year 2025, achieving revenue of $95.4 billion, which represents a 5% increase...

Baptista Research

Apple's lackluster WWDC25 highlights small software tweaks, no AI focus. Stock trading at high multiples with only driver being share buybacks....