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ARM Holdings Share Chat (ARM)

Share Price: 936.50Bid: 936.50Ask: 937.00Change: 3.00 (+0.32%)Riser - Arm Hldgs.
Spread: 0.50Spread as %: 0.05%Open: 933.00High: 941.00Low: 932.00Yesterday’s Close: 933.50

Share Discussion for ARM Holdings

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Posts: 192
Off Topic
Opinion:No Opinion
bid target
27 Apr '16
.....for Apple maybe??
Posts: 336
Off Topic
Opinion:No Opinion
AlphaValue note - Research Tree
21 Apr '16
Read AlphaValue's note on ARM HOLDINGS, out this morning, by visiting
"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 $215.7m. Thirty-nine licences have been signed during the quarter, of which four were v8..."
Posts: 36
Off Topic
Opinion:No Opinion
levelling off
20 Apr '16
ARM are stuck in a plateauing marketplace. Next year won't be so good.
Posts: 2,564
Off Topic
Opinion:No Opinion
first quarter results
20 Apr '16
Q1 2016 Financial Summary
· Group revenues in US$ up 14% year-on-year (£ revenues up 22% year-on-year)
· Processor royalty revenues in US$ up 15% year-on-year, outperforming the industry by 18pp1
· Normalised operating expenses were impacted by weaker sterling; at constant exchange rate normalised operating expenses were 2% higher than Q4 2015, and around the top end of the guidance range2
· Normalised PBT and EPS up 14% and 15% year-on-year respectively
Posts: 286
Opinion:No Opinion
ARM Holdings (ARM) Time to watch It
19 Apr '16
Keep a close eye on ARM Holdings (ARM). Potential upcoming earnings-numbers surprise
Posts: 272
Off Topic
Opinion:No Opinion
19 Apr '16
Any thoughts on this drop so far? Seems over done to me but given current markets I am surprised anyone can call it.

This shouldn't be affected by Brexit or oil apart from in a more general way...
Posts: 265
Off Topic
Opinion:No Opinion
15 Apr '16
Filled my boots with 10k more at 978
Posts: 224
Off Topic
Opinion:No Opinion
31 Mar '16
About to Explode- Have a read of SteakB 21/2/16
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!
Posts: 14
Opinion:No Opinion
24 Mar '16
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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