Katy Huberty strikes again.
Read More Morgan Stanley: It's springtime for Apple in China
Morgan Stanley's chief tech analyst on healthcare, 5G and why Hollywood would want to partner with Apple.
"The most significant supply chain cuts are likely behind us."
Read More Morgan Stanley: Four reasons to be bullish on Apple
What Katy Huberty had to say about Apple's "media bundle."
Read More Morgan Stanley: What drives Apple's growth from here?
"Valuation has overshot realistic long-term fundamental outcomes."
Read More Morgan Stanley: $152.70* was an attractive entry point for Apple
Spoiler alert: Katy Huberty blames AppleCare.
Read More Morgan Stanley: Why Apple services growth is slowing
From a note to clients by analyst Katy Huberty that landed on my desktop Friday.
Read More Morgan Stanley sees iPhone sales falling 17% in '19
Analyst Katy Huberty flew to Asia and got an earful. From a note to clients that landed on my desktop Friday morning: China smartphone market responsible for…
Katy Huberty says Mr. Market is way too hung up on unit sales.
Riding the S curve to an inflection point.
4 Comments