"If Apple's annual tax rate also drops by 60% under a Trump corporate tax cut that would reduce GAAP income tax expense from $15 billion last year to $4.8 billion. That is a $10 billion bump to earnings which on just a 10 multiple means a $100 billion increase to Apple's market capitalization. That is closer to $20 per share.
Add the two of them together and you could see a $30 per share bump in Apple's share price just from Trump's tax policies. That is on a stock that is arguably quite attractively priced already.
Thank you for the idea Mr. Einhorn."
Das würde $150 bedeuten, allein durch Trump'sche Steueränderungen.
Wobei man fairerweise sagen muss, dass Tax Holiday bereits vor einem Jahr von Demokraten und Republikanern angedacht war, nur eben wegen der Wahlen zurückgestellt wurde.
Sie wäre also auch mit Clinton ein Thema. |