Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
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BUZZ-ARM: best day in 2.5 yrs on royalties boost<.FTSE><.STOXX><ARM.L> 21-10-2015 08:18 * ARM <ARM.L> rises 7.5 pct after profits rose 27 pct, in line with analysts' expectations * Pre-tax profits of £128.4 mln a small beat of consensus by 1.3 pct, according to Thomson Reuters data * Reiterates FY guidance in-line with analyst forecasts [ID:nASM000CY9] * Traders cite strong royalty revenue growth (up 37 pct or around 11 pct ahead of consensus) as reason for stock's outperformance * Top riser on Stoxx 600 <.STOXX> * Best day for stock since April 2013 (RM: alasdair.pal.thomsonreuters.com@reuters.net) © Thomson Reuters Limited. Click for restrictions
ARM reassures with profit rise, boosting shares http://uk.reuters.com/article/2015/10/21/uk-arm-holdings-results-idUKKCN0SF0GY20151021
ARM Sales Beat Estimates as Chip Designs Win Higher Prices http://www.bloomberg.com/news/articles/2015-10-21/arm-sales-beat-estimates-as-new-chip-designs-win-higher-prices Arm Holdings maintains rapid revenue growth http://www.ft.com/fastft/410811/arm-holdings ARM profit rises on demand for new chip http://www.marketwatch.com/story/arm-profit-rises-on-demand-for-new-chip-2015-10-21
Will the sp hold this gain do you think? There seems many macro forces that should keep ARM on a high rating.
I beg your pardon, suddenly up 7%, great news.
As with Q2 markets took no notice of brilliant results. Maybe analysts need to digest the info.
ARM meets expectations with 27 pct rise in Q3 profit 21-10-2015 07:13 LONDON, Oct 21 (Reuters) – ARM Holdings , the British chip designer whose technology powers the iPhone, met market expectations with a 27 percent rise in pretax profit for the third quarter and said it was on track for the year. The company said its revenue, measured in dollars, rose 17 percent to $375.5 million, helped by the growing number of chips shipped with its latest technology, which commands higher royalties. It said on Wednesday its full-year revenue would be line with market forecasts, which currently stand at $1.48 billion according to Thomson Reuters data. (Reporting by Paul Sandle; editing by Kate Holton) ((paul.sandle@thomsonreuters.com; +44 20 7542 6843; Reuters Messaging: paul.sandle.thomsonreuters.com@reuters.net) Keywords: ARM HOLDINGS RESULTS/
TWatcher 7 Mar'11 - 15:29 3 0 Check out my blog charting my challenge to have a maximum value rewards holiday:- http://www.goingonrewards.com Charts Intraday chart. Click to open a chart window 6 Month chart. Click to open a chart window Long Term Chart 2 Year chart. Click to open a chart window Fundamental Data Sector TECHNOLOGY HARDWARE & EQUIPMENT Mkt.Sector FS10 Mkt.Segment SET1 Turnover 795 Profit 317 Norm EPS 18.20 PE Ratio 52.91 Market cap 13,522 NMS - News 21/10/2015 07:00 UKREG ARM Holdings PLC ARM HOLDINGS PLC THIRD QUARTER RESULTS 01/10/2015 07:00 UKREG ARM Holdings PLC Total Voting Rights I'm not a big follower of ARM, but fed up seeing all the arm threads being spoiled by useless bot posters, so this one is a bot free zone. I will not be moderating this thread, except to remove useless repeatitive bot style postings. advertisement Go to previous 1497 jump to the specified article Submit market sniper1 20 Oct'15 - 22:02 - 1494 of 1497 0 0 edit HOW COME NOBODY SAW THIS TODAY!! ARM to Offer Cycle – Accurate Virtual Prototyping for Complex SoCs Through an Asset Acquisition from Carbon Design Systems 20-10-2015 08:00 http://pdf.reuters.com/htmlnews/8knews.asp? i=43059c3bf0e37541&u=urn:newsml:reuters.com:20151020:nBw205108a CAMBRIDGE, England--(Business Wire)-- ARM has acquired the product portfolio and other business assets of Carbon Design Systems (Carbon), a leading supplier of cycle-accurate virtual prototyping solutions, to deliver design optimization, time-to-market and cost-efficiency gains for its partners. As part of this acquisition, Carbon`s staff will transfer to ARM. This combination of assets and expertise will significantly enhance ARM`s capability in system-on-chip (SoC) architectural exploration, system analysis and software bring-up. It will also enable earlier availability of cycle-accurate models for future ARM® processors and ARM-based systems. The acquisition terms have not been disclosed. "Early stage virtual prototyping of complex SoCs is now mandatory for leading silicon vendors, as demonstrated by the success of ARM Fast Models," said Hobson Bullman, general manager, development solutions group, ARM. "The integration of Carbon`s virtual prototyping products into the ARM portfolio will deliver access to ARM IP earlier in the design cycle. This builds on the current industry leading solutions to enable further design optimization, time-to-market and cost-efficiency gains for our partners." Carbon has created a comprehensive library of ARM processor and system models that can be extended easily to create cycle-accurate virtual prototypes of any new ARM-based SoC. The technology relies on RTL compilation, to ensure perfect functional and cycle accuracy. This is essential when evaluating target benchmark performance in the earliest stages of SoC design. In
Reports in the press suggest China is increasingly moving into high tech semiconductor based industries and are doing so by piggy-backing on ARM semiconductor designs for which they pay a fee. So behind the so-called slowdown in China is an economic change which will benefit rather than challenge ARM's revenues. The use of ARM's more advanced designs such as the A9 brings with it increased per unit revenue. It is also possible of course that the Chinese might wish to kickstart this move by using £2 billion of their small change to control the company. There are of course always rumours that Intel might be interested in an approach for ARM.
HOW COME NOBODY SAW THIS TODAY!! ARM to Offer Cycle – Accurate Virtual Prototyping for Complex SoCs Through an Asset Acquisition from Carbon Design Systems 20-10-2015 08:00 http://pdf.reuters.com/htmlnews/8knews.asp? i=43059c3bf0e37541&u=urn:newsml:reuters.com:20151020:nBw205108a CAMBRIDGE, England--(Business Wire)-- ARM has acquired the product portfolio and other business assets of Carbon Design Systems (Carbon), a leading supplier of cycle-accurate virtual prototyping solutions, to deliver design optimization, time-to-market and cost-efficiency gains for its partners. As part of this acquisition, Carbon`s staff will transfer to ARM. This combination of assets and expertise will significantly enhance ARM`s capability in system-on-chip (SoC) architectural exploration, system analysis and software bring-up. It will also enable earlier availability of cycle-accurate models for future ARM® processors and ARM-based systems. The acquisition terms have not been disclosed. "Early stage virtual prototyping of complex SoCs is now mandatory for leading silicon vendors, as demonstrated by the success of ARM Fast Models," said Hobson Bullman, general manager, development solutions group, ARM. "The integration of Carbon`s virtual prototyping products into the ARM portfolio will deliver access to ARM IP earlier in the design cycle. This builds on the current industry leading solutions to enable further design optimization, time-to-market and cost-efficiency gains for our partners." Carbon has created a comprehensive library of ARM processor and system models that can be extended easily to create cycle-accurate virtual prototypes of any new ARM-based SoC. The technology relies on RTL compilation, to ensure perfect functional and cycle accuracy. This is essential when evaluating target benchmark performance in the earliest stages of SoC design. In future, Carbon products will be marketed as ARM Cycle Models and will remain available from ARM IP Exchange. ARM will also continue to offer Carbon`s solutions for model generation and SoC analysis. The company, which is based in Massachusetts, US, already works with the world`s leading semiconductor vendors, all of whom license ARM processor IP. "Early analysis of system-level performance and power is critical in multicore ARM-based SoC architectures," said John Koeter, vice president of marketing, IP and prototyping, Synopsys. "We look forward to expanding our successful virtual prototyping collaboration with ARM by combining ARM Cycle Models with Synopsys Platform Architect™ MCO's leading architecture analysis technology so our mutual customers can get to the best architecture sooner while avoiding costly over-design." "Our use of system modeling technologies from Carbon Design Systems has been constantly expanding over the past several years," said Yanqiu Diao, deputy general manager, Turing Processor business unit at
ARM.... Arm holdings PLC From iii, Wednesday 21 October <b><i>Before industry consolidation chatter sent shares in ARM Holdings (ARM) rocketting on Thursday, the chip designer had been on the wrong end of macro concerns and negative industry newsflow. At 972p, the shares still trade a fifth lower than the 2015 high of 1,233p, which has created a "compelling long-term opportunity" in Investec's eyes. ARM reports third-quarter results Wednesday, and the broker expects full-year revenue of £956 million, pre-tax profit of £512.7 million and EPS of 30.2p. "We believe the ARM business model offers resilient long-term cashflow prospects that support our 2020E royalty-based 1200p TP," said analyst Julian Yates, with a 'buy' recommendation.</i></b> * EDIT, should say 100 dayEMA on chart not 200 day EMA. http://content.screencast.com/users/mickkipper/folders/Default/media/66cc9e33-0eb8-4d4f-81f8-67e1b3dd8943/arm%202.jpg
<b><i>Speaking of growth stocks, ARM Holdings (LSE: ARM) will be bringing us a Q3 update on Wednesday, 21 October, in a year that’s seen a fluctuating share price. It climbed to a peak of 1,233p in March, before falling back to today’s 972p price, despite forecast earnings growth of nearly 70% for the year to December and despite the company’s ongoing share buyback programme. The shares are on a forward P/E of 32 this year, dropping to 28 next. And while that’s high compared to the FTSE’s average of around 14, it’s the lowest we’ve seen for ARM for some years. Does that make the shares a bargain now? Well, with growth in demand for ARM’s mobile computing chips continuing year on year, I see the shares as undervalued at today’s price.</b></i> http://www.fool.co.uk/investing/2015/10/16/4-shares-for-the-week-ahead-asos-plc-arm-holdings-plc-quantum-pharma-plc-and-sky-plc/
http://www.dailymail.co.uk/money/markets/article-3274713/MARKET-REPORT-Broker-s-flash-note-clients-directs-Fusionex-flurry-shares-jumping-32-5p-nearly-10-362-5p.html Confirm just a hint. But what will happen after the 20th and there Q4 results will they be positive.
Mentioned in Daily Mail that there might be a bid from Apple or Intel . Not sure how true this is and also Broker rating today as "Strong Buy" up to £13.00. All this and SP goes down
<b>BUZZ-Intel post-earnings reversal, M&A spells good day for semis 15-10-2015 08:55</b> * European semis notch good gains after Intel <INTC.O> reversed course despite Q3 disappointment and as M&A talk in the sector saw strong gains in the US overnight * Intel <INTC.O> cut its 2015 capex forecast for the third time, but posted profit and revenue beats; shares fell in after-hours trading only to rebound, +2.4% following EU approval of its bid for Altera <ALTR.O> [ID:nL3N12D5N3][ID:nL8N12E220] * European semis, hit early on Wednesday by equipment maker ASML's <ASML.AS> warning, among top gainers across Europe's tech index <.SX8P> which is up 1.3% * ARM Holdings <ARM.L> leads, up 4.3%, traders cite positive read from TSMC <2330.TW> Q3 [ID:nT8N11U00V]; ASML 3.4% higher, STMicroelectronics <STM.PA> 2.6% higher and Infineon Tech <IFXGn.DE> up 3.1% * US semiconductor stocks surged Wednesday on back of M&A and brightening outlook from Linear Technologies <LLTC.O> [ID:nL1N12E1XK] (RM: tricia.wright1.thomsonreuters.com@reuters.net)
of £7.5M late today. Ordinary Deal @ £9.70. Who would do that when sp is 935?
At one point of Friday the share were over 990.00 finishing the day at 982.00. Today they have dropped 21.50p. What is different about the company today - some investors must have been burned a bit
<b>Stifel Nicolaus Initiates Coverage on ARM Holdings plc (ARMH) September 25th, 2015</b> Stock analysts at Stifel Nicolaus started coverage on shares of ARM Holdings plc (NASDAQ:ARMH) in a research note issued on Friday, The Fly reports. The brokerage set a “buy” rating on the chip maker’s stock. Several other research firms also recently weighed in on ARMH. BNP Paribas reissued an “outperform” rating on shares of ARM Holdings plc in a report on Wednesday, September 9th. Canaccord Genuity restated a “buy” rating and set a $63.00 price objective on shares of ARM Holdings plc in a report on Monday, June 8th. Macquarie reiterated an “outperform” rating and issued a $54.00 target price on shares of ARM Holdings plc in a report on Sunday, September 13th. Investec upgraded ARM Holdings plc from a “hold” rating to a “buy” rating in a report on Friday, July 17th. Finally, Numis Securities Ltd reaffirmed a “buy” rating on shares of ARM Holdings plc in a research report on Monday, June 1st. Two investment analysts have rated the stock with a sell rating, four have given a hold rating, twenty-six have issued a buy rating and one has assigned a strong buy rating to the company. ARM Holdings plc has a consensus rating of “Buy” and an average target price of $168.77. ARM Holdings plc (NASDAQ:ARMH) opened at 43.06 on Friday. The company has a 50-day moving average price of $43.03 and a 200 day moving average price of $48.88. The firm has a market capitalization of $20.25 billion and a price-to-earnings ratio of 43.89. ARM Holdings plc has a 1-year low of $37.75 and a 1-year high of $54.82. ARM Holdings plc (NASDAQ:ARMH) last posted its quarterly earnings data on Wednesday, July 22nd. The chip maker reported $0.29 earnings per share for the quarter, topping the consensus estimate of $0.27 by $0.02. The company earned $228.50 million during the quarter, compared to analyst estimates of $234.61 million. During the same period in the previous year, the company earned $0.05 EPS. The business’s revenuefor the quarter was up 22.1% compared to the same quarter last year. Equities analysts anticipate that ARM Holdings plc will post $1.43 earnings per share for the current year. ARM Holdings plc (NASDAQ:ARMH) is a United Kingdom-based company engaged in designing of microprocessors, physical intellectual property (IP) and related technology and software, and sale of development programs. The Business ‘s offers products, like 16/32/64-bit RISC microprocessors, data engines, images processors, digital libraries, embedded memories, peripherals, applications and development applications, as well as analog functions and high speed connectivity products. The Company’s product offering comprises physical IP microprocessor Cores, development software and care as well as support services. ARM licenses and sells its technology an
17 Sep 2015 ARM Holdings PLC ARM Kepler Cheuvreux Buy 973.50 973.50 1,300.00 1,200.00 Reiterates SP Target 1200p
For a small profit, hoping that Arm can return to 950 so I can get in again, a 2.5% drop would be good.
5 big buys 1 of £5,5 M tot £6.3M not incl £7.3M UT Could (Just?) be Arm buying more treasury shares but shares not from thin air, they still need sellers. I would be surprised if the price is not up tomorrow.
One paragraph in the overnight market report ….. <i>While Arm tends to be viewed as a difficult takeover target because its licensing model depends on customer neutrality, investors have speculated that Arm’s dominant market share might make it a strategic asset to China, which has been looking at acquisitions to help establish its own chip manufacturing base.</i> http://www.ft.com/…html#axzz3li52EBMe
UBS broker note on ARM..... Ahead of its analyst day (930am UK), ARM published a press release detailing one of the key messages of the day – increased investment in R&D designed to accelerate market share in critical areas and provide incremental revenue. While traditional financial economic theory encourages investment in a business generating returns significantly above its cost of capital (2014 UBSe ARM RoiC 29% vs a CoC of 9%), it will be essential that ARM management convinces investors in the surety of the revenue it will generate from this investment given the company has at times invested more for limited tangible benefit (Linaro investment, MIPs IPR) despite realising strong intangible rewards. We expect management to provide comfort and reiterate our Buy. ARM cites that it will ramp its P&L costs by £40m/annum for 2017 (c.6% of UBSe current EBIT forecast for FY17E assuming no revenue contribution) with growth in this cost growing more modestly beyond ’17. For this ARM expects to add c.$40m of revenue in ’16 rising to $200m in 2020. We believe part of both revenue and investment relates to ARM’s recent acquisitions (Sansa, Sunrise, Wicentric). ARM believes this new phase is expected to be EPS accretive from 2017. If we apply a linear revenue progression and our current gross margin assumption for ’17E, this would imply a c.1.5% enhancement to FY’17 EBIT rising to a c.7% benefit for 2020E. ARM cites investment in providing incremental revenue from Networking, Servers and IoT as well as investment in mobile devices. For reference ARM has historically targeted market shares of 30-35% in Networking (in a $18bn total chip market) and 20% share in Servers for 2020 (in a $7bn market). In addition to the investment announcement, ARM announced that current trading/opex for Q3 are consistent with its prior outlook (and where UBSe/consensus currently sits) which given concerns around the smart-phone market should provide relief. Our DCF based price target remains 1,160p (WACC 9%, g 2%). ARM trades on 27.8x P/E ’16E versus its 1 year forward historic average of 30x.</> CAZ broker note....... Though the new investment plan announced by ARM is dilutive in the short term, we consider it positive in the mid term as ARM finds new opportunities for long term revenue growth. The company is maintaining quarterly guidance. In our opinion the stock may not break out till company acknowledges negative impact of ongoing semi inventory correction though after that it will benefit from restocking rebound. Morgan Stanley note........ On the longer-term 2020 targets, ARM is increasing its plan to gain market share in networking infrastructure (45% vs 30-35% previously) and servers (25% vs 20% – we model 12%). This is based on management’s discussions with current customers (chip partners and OEM) who are willing to accelerate
<b>ARM share price rises after sales of new Apple iPhone 6S and Morgan Stanley note 16 September 2015 2:01am</b> by Joseph Millis The share rise was helped by strong first-weekend Apple iPhone sales Chipmaker Arm Holdings yesterday saw its share price rise almost 3.5 per cent, helped by news of strong first-weekend Apple iPhone sales, and by recommendations from brokers including Morgan Stanley. Yesterday was the the first analyst day for new chief financial officer Chris Kennedy, who was poached from easyJet. Morgan Stanley noted that ARM has a strong balance sheet with £904m in cash and freecash flow yield growing from 3.5 per cent in 2016 to six per cent in 2020. It said: “[We] believe there is plenty of room for more returns at ARM, given the relative immunity to the semis [semiconductor] cycle. It may be too early for the new CFO to announce a less cautious capital return plan, but we expect the subject to be raised.” http://www.cityam.com/224421/arm-shares-rise-after-sales-new-iphone-and-morgan-stanley-note