Analysts expect Apple (NASDAQ: AAPL ) to report revenue of $35.02 billion for the company's third quarter, according to Fortune's preliminary survey. As Fortune's Philip Elmer-DeWitt points out, that's the exact same number Apple reported in the year-ago quarter. Is zero growth Apple's new norm? Or, even worse, is decline Apple's future? Possibly -- but there are still a few potential growth drivers left for Cupertino's tech giant.
1. China Mobile
As the smartphone and tablet market begins to mature and become more competitive, Apple will certainly have trouble growing its two highest-revenue product lines. But there still remains one substantial growth driver for Apple within the smartphone industry: China Mobile (NYSE: CHL ) . As China's largest mobile carrier, it dwarfs its competitors with 735 million mobile subscribers, compared to China Unicom's 258 million, and China Telecom's 172 million.
As Morgan Stanley's Katy Huberty noted after a recent visit to Hong Kong and Taiwan, CEO Cook and company may strike a deal and launch phones by year end. The opportunity? She says that a China Mobile deal, combined with a cheaper iPhone, could potentially triple Apple's addressable smartphone market in China.
Best Semiconductor Companies To Invest In 2015: Clean Diesel Technologies Inc.(CDTI)
Clean Diesel Technologies, Inc. engages in the manufacture and distribution of emissions control systems and products for heavy duty diesel and light duty vehicle markets. The company operates in two divisions, Heavy Duty Diesel Systems and Catalyst. The Heavy Duty Diesel Systems division designs and manufactures verified exhaust emissions control solutions that are used to reduce exhaust emissions created by on-road, off-road, and stationary diesel and alternative fuel engines, including propane and natural gas. Its products include closed crankcase ventilation systems, diesel oxidation catalysts, diesel particulate filters, Platinum Plus fuel-borne catalysts, ARIS selective catalytic reduction reagents, catalyzed wire mesh diesel particulate filters, alternative fuel products, and exhaust accessories. This division offers its products for original equipment manufacturers of heavy duty diesel equipment, such as mining equipment, vehicles, generator sets, and construction equipment, as well as retrofit customers consisting of school districts, municipalities, and other fleet operators. The Catalyst division produces catalyst formulations using its proprietary MPC technology for gasoline, diesel, and natural gas induced emissions. Its products comprise catalysts for gasoline engines, diesel engines, and energy applications. This division supplies its catalysts to automotive manufacturers and large heavy duty diesel engine manufacturers. The company sells its products through a network of distributors and dealers, and its direct sales force worldwide. Clean Diesel Technologies, Inc. is based in Ventura, California.
Advisors' Opinion:- [By Paul Ausick]
One Nasdaq stock posting outsized gains today is Clean Diesel Technologies Inc. (NASDAQ: CDTI) which is getting a share price boost of 68.85%. The company announced that it will begin shipping emissions control systems��catalysts to Honda in the first half of this year. The stock will close at around $4.82 in a 52-week range of $1.10 to $7.39 (the high was set today and was nearly double Monday�� closing price of $2.83). Volume was about 36-times the daily average of around nearly 525,000 shares traded.
- [By CRWE]
Clean Diesel Technologies, Inc. (Nasdaq:CDTI), a cleantech emissions control company, will be a presenter at the 3rd Annual Craig-Hallum Capital Group Alpha Select Conference. The presentation is scheduled for 2:10 p.m. ET on Thursday, September 27, 2012 at the Sentry Centers in New York.
- [By James E. Brumley]
Did you miss today's 123% pop from Clean Diesel Technologies, Inc. (NASDAQ:CDTI)? If you didn't chase it higher after the bullish gap left behind at the open, then good for you - you made the right choice. As tempting as CDTI looked then (and still does), the bulk of any near-term gain here has already been realized, and there's no real point in jumping on the bandwagon now. Fear not if you missed the big move from Clean Diesel Technologies though. There's another, smaller name playing the same game, and you won't have to pay a fortune for it just to take a big risk.
5 Best China Stocks To Watch Right Now: Bona Film Group Limited(BONA)
Bona Film Group Limited distributes films in the People?s Republic of China. It distributes films to movie theaters, as well as to non-theatrical distribution channels, including DVD and Blu-ray and other home video products; Internet and digital distribution; in-flight entertainment; and cable, satellite, and broadcast televisions. The company also invests in the production of Chinese and Hong Kong films in order to obtain the distribution rights for movie theaters and non-theatrical channels. In addition, Bona Film Group operates six movie theaters in five cities of the People?s Republic of China; operates a talent agency business that represents artists; and involves in film advertising and television production businesses. The company was founded in 2003 and is headquartered in Beijing, the People?s Republic of China.
Advisors' Opinion:- [By Bryan Murphy]
It's certainly no The Walt Disney Company (NYSE:DIS). It's not even a Lions Gate Entertainment Corp. (NYSE:LGF). Yet, Bona Film Group Ltd (NASDAQ:BONA) is a solid company in its own right, and BONA shares are looking more compelling right now than DIS or LGF are here, even though all three companies are in the same industry.
5 Best China Stocks To Watch Right Now: iSoftStone Holdings Limited(ISS)
iSoftStone Holdings Limited provides various information technology (IT) services and solutions in the Greater China and internationally. It offers an integrated suite of IT services and solutions, including consulting and solution services, IT services, and business process outsourcing (BPO) services. The company provides a range of consulting services for an overall engagement or discrete consulting services in conjunction with other services. It also develops industry-specific solutions, including treasury management, cash management, property and casualty insurance core, financial holding company business analysis, trust company core, and banking risk management solutions for banking, financial services, and insurance industries; supply chain management, enterprise information portals, business intelligence, business process integration, and management and e-commerce solutions for energy, transportation, and public sectors; mobile and embedded technology, next generati on platforms, business intelligence functionality, and network security products for the communications industry. In addition, the company offers various IT services consisting of application development and maintenance, research and development, and infrastructure and software services. Further, it provides a range of BPO services, such as securities trade processing services for the investment banking industry; digitization and archiving of policyholder information, as well as account processing and customer service for insurance industry; and cross-industry BPO services comprising finance and accounting, customer care, and human resources. The company was founded in 2001 and is headquartered in Beijing, the People?s Republic of China.
Advisors' Opinion:- [By Seth Jayson]
iSoftStone Holdings (NYSE: ISS ) reported earnings on May 17. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended March 31 (Q1), iSoftStone Holdings beat expectations on revenues and beat expectations on earnings per share.
5 Best China Stocks To Watch Right Now: AsiaInfo-Linkage Inc.(ASIA)
AsiaInfo-Linkage, Inc. provides telecommunications software solutions and information technology (IT) products and services to telecommunications carriers and other enterprises in the People?s Republic of China. The company offers business and operation support systems product suites, including OpenBilling, a billing solution for telecommunications operators; OpenCRM, a CRM solution suite for telecommunications operators; OpenBOSS, a carrier-class business operation support system solution; OpenBI, a carrier-class operating analysis and decision support system platform; OpenPRM, a system that calculates, manages, and reconciles payment for intercarrier network access. It also provides network management solutions comprising NetXpert, a data and Internet protocol network management solution; and OpenXpert, an integrated telecommunications network management system. In addition, the company offers service applications products, such as Mail Center, an online messaging softwa re; Spam Patrol software for real time anti-spam control; and Net Disk, a network hard disk product, which facilitates Internet-based file transfer, sharing, and management, as well as supports other functions, such as data processing of short message folders and synchronization of mobile devices. Its service applications products also include Internet Short Messaging Gateway, a business support platform for value-added short messaging services; and Device Management Platform that enables mobile operators to manage various mobile devices and perform remote mobile device management, such as remote diagnosis and parameter setup. In addition, it offers software enhancement and maintenance, system integration, and other value-added IT consulting and planning services. The company was formerly known as AsiaInfo Holdings, Inc. and changed its name to AsiaInfo-Linkage, Inc. in July 2010. AsiaInfo-Linkage, Inc. was founded in 1993 and is headquartered in Beijing, the People?s Republ ic of China.
Advisors' Opinion:- [By Kana Nishizawa]
��he market is still optimistic about the detailed reform plan�� said Teresa Chow, a fund manager at RBC Investment (Asia) Ltd., which oversees $1.5 billion. ��ince Hong Kong and China markets are underweighted by many fund managers, some of them might want to increase their weighting.��
- [By Rajhkumar K Shaaw]
BNP Paribas Securities (Asia) Ltd., Macquarie Capital Securities (India) Pvt. and Ambit Capital Pvt. cut their Sensex targets as the Reserve Bank of India unexpectedly increased its benchmark interest rate to stem a record decline in the rupee and curb consumer prices in the world�� second-most populous nation. Strategists reduced their average profit estimate by 4.5 percent as higher borrowing costs threaten to worsen the slowest economic expansion since 2009.
- [By Bloomberg News]
��he prospects of Chinese equities are positive for the long-term, but near-term there are some execution risks with regard to implementing reforms,��said Teresa Chow, a Hong Kong-based money manager who helps oversee about $1.5 billion at RBC Investment (Asia) Ltd. ��ainland investors seem to have more reasonable expectations.��
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