BHS (BH Securities a.s.)
Markets  |  11.4.2013 11:58:41

Some technology titles today are under pressure


Some technology titles will now be under selling pressure. The reason is exploratory IDC report on PC sales in 1Q. It was expected that the arrival of new Windows 8 slow decline, but it seems that on the contrary it intensified. In Q1, according to IDC should only sell 76.3 million PCs, which is a decrease of 13.9%. IDC expected a decline of "only" 7.7%. Moreover, this is the strongest decline since 1994, respectively. since he began to IDC data processing. PC market grew last year ago when there was an increase in 1Q by less than 5%. Since then, reported a red number, which affects the development of powerful tablets on the contrary, resp. and smartphones.The volume sold PC is definitely the lowest since Q2 2009.

Had a leading position with 12 million units sold keep Hewlett-Packard (HPQ), which, however, recorded a decline in sales of 23.7%. Second Lenovo sold 11.7 million pieces of change in sales actually recorded. Bronze dais include Dell (DELL) with sales of 9.01 million PCs (-10.9%). The most significant decrease was recorded in the fourth Acer with 6.15 million (-31.3%). ASUS scored fifth place with 4.36 million (-19.2%).

Recorded a decline in PC and Apple (AAPL), with 1.4 million units (-7.5%). In the U.S., however, companies in this segment at least increased their market share from 9.4% to 10%.

Similar data has also published competitive reconnaissance company Gartner PC sales in 1Q estimated to 79.2 million

Shares of Microsoft (MSFT) have had two significant upside session. Yesterday closed at 1.5 year high of $ 30.28. Referring to this report, however, the title will bring selling pressure, supported by a downgrade of Goldman Sachs. The bank declined for the title recommendation from "neutral" to "sell" and target price of 30 USD to 27 USD. The numbers are certainly not positive for equities or HP, otherwise the last month showed a strong rally (from mini evaluate over 100%). Compared to the competition actually, despite the positive result in the response failed in Asia Lenovo shares, which fell on this year's lows. Shares of Dell (DELL) report probably will not affect too, when the title is a critical driver for information about takeover talks. Information is however certainly negative for stocks such as Intel (INTC), a major producer of chips for PCs.The title is also technically now got to resistance - 200denímu price average. The report can in turn provide impetus competition focused on tablets, respectively. eg semiconductor company Qualcomm (QCOM). Its shares are now at near annual highs. Data from Sector tablets or smartphones yet to be released, but you can just assume that the sector maintains unlike PC its growth trend.  

J.Zendulka

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