Read AlphaValue's note on ARM HOLDINGS, out this morning, by visiting https://www.research-tree.com/company/GB0000595859 "ARM reported Q1 revenues of $398m, a 2.4% sequential decrease but an increase of 14.3% yoy. In sterling, revenues reached £276.4m, corresponding respectively to a sequential increase of 2.7% and 25.4% yoy. Licensing revenues have increased by 11.3% yoy to $148.3m, for a 6.4% sequential decrease, while royalty revenues were flat sequentially and increased by 16.8% yoy to $215.7m. Thirty-nine licences have been signed during the quarter, of which four were v8..."
UKChips About to Explode- Have a read of SteakB 21/2/16 SteakB Won't dispute your numbers - but if 85% domination of Cell Phones Sw, which will increase to 100% creating 15% growth in a growth market (albeit only 6% as opposed to 15% to 20%) cannot be bad. Imho that justifies a Peg of 1.5 alone. Then there are Servers, IoT (big one Cars, but the money more likely in labels), partnerships ... This new business is not built into the value of the Company. If I sell bread from a shop I will get a steady income, but if I start selling cakes as well I will probably increase my income. In normal trading it will cost more to make Cakes - Computing is not like that - How much wood can a fire Burn? Moat - Yes arm is uncoiling into a Gorilla. Peg - An estimate of comparative value for growth Coys, but only if they can maintain their EpsG. Arm should increase their EpsG significantly as IoT becomes more widespread, justifying a much higher Peg. My point about arm income (41% US, 59% Se Asia) is that it is not dependant on Brexit, (and US, Ok) but I don't know how much income comes from China (mainly S Korea, Japan, Taiwan ...) But does it matter - these will be Chinese exports. Curr Peg = 1.00. Peg Dec 11 = 2.69. So if prospects for arm as good as they were in Dec-11 then the Sp should be 2.69/1.00 * 10.24 = 2744. But could be wrong again!
This share stock is so b***** boring now, indeed the Footsie ( soon to be gobbled up by the Germans) is stiflingly boring. I would gladly lose my shirt just to see some action on this share, make some purchases i.e Imagination Technology or issue a share split or get a new PR firm or something, just anything! Announce something Mr.Segar, please...wake us investors up!
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