ARM Holdings Share Discussion Threads

[philanderer] 01/1/2016 09:36

Tipped by Hargreaves Lansdown according to Mail online

[philanderer] 18/12/2015 17:16

Well they sort of tried.

-57p on the week.

Sharecast:

ARM Holdings was the biggest faller after a perception amongst traders that Apple's Christmas sales are not going as well as the company had hoped. It's the same reason why some of ARM's competitors have been hit over the last few weeks, and the FTSE 100 company could be playing catch up.

"A recent announcement from one of Apple's suppliers in the US has raised concerns that the latest quarter could well be hit by declining phone sales for Apple as we head towards Christmas," said CMC Markets' Michael Hewson.

[philanderer] 18/12/2015 14:10

You certainly did :-)

Come on you yanks, twenty minutes to go !

[philanderer] 18/12/2015 13:26

Top faller..


FTSE 100 - Fallers midday

ARM Holdings (ARM) 1,018.00p -2.12%
Barratt Developments (BDEV) 605.50p -1.54%
easyJet (EZJ) 1,689.00p -1.52%
Aberdeen Asset Management (ADN) 284.70p -1.49%
Ashtead Group (AHT) 1,111.00p -1.42%
Next (NXT) 7,300.00p -1.42%
Inmarsat (ISAT) 1,114.00p -1.42%
BT Group (BT.A) 464.05p -1.41%
Marks & Spencer Group (MKS) 451.60p -1.40%
Compass Group (CPG) 1,137.00p -1.39%

[philanderer] 18/12/2015 10:09

On the other hand !!

looking cr@p today ;-)

[philanderer] 17/12/2015 15:30

Luck with those volsung , I reckon you`ll be ok ;-)

Good management here.

[volsung] 17/12/2015 11:28

Bought a few. Should tank now

[philanderer] 16/12/2015 19:57

+12p appx since London close an that US rate rise

[philanderer] 16/12/2015 16:33

Ah ! Credit Suisse cuts target to 1175p from 1230p .. retains 'outperform'

[philanderer] 16/12/2015 16:09

Hit down again with the US opening. Chartwise next support around 960p.

[tonio] 16/12/2015 10:24

Well it all seems to follow the same pattern in the UK - as yesterday - big mark down then recovery not always to positive territory.AAPL was down further yesterday but ARM is far more diverse than just an AAPL 'supplier',eg Samsung has been up two consecutive days. Since the summer when all looked bleak it has advanced magnificently - Vorsprung durch Technik - applies much more strongly to ARM!

[philanderer] 16/12/2015 08:37

Not looking too good :-(

[philanderer] 15/12/2015 16:16

'FTSE recovers 100 points but Apple suppliers Arm and Imagination slide'


After hitting a three year low on Monday, leading UK shares have made an attempted bounce back.

But some FTSE companies are missing out, notably chip designer Arm which is down 13p at £10.28 after German semiconductor group Dialog cut its sales forecasts. Meanwhile smaller rival Imagination Technologies is own nearly 6% at 154p after it warned on profits, citing a slowdown in semiconductor and smartphone markets.

Earlier this week Morgan Stanley sales sales of Apple’s iPhone could fall 6% in 2016 due to higher prices in markets outside the US and near saturation in developed countries. Apple of course is a key customer for Arm and Imagination. Analysts at Liberum, long time sellers of Arm, said:

Dialog which is a key supplier to Apple has warned. Dialog now expects fourth quarter revenue of $395m, 11% below previous guidance of $445m. This is the first warning from the Apple supply chain. Volume growth from Apple has been the key driver of many tech stocks. This is now slowing

[philanderer] 15/12/2015 09:18

Right out of favour on the bounce. ( profit warning from IMG this morning)

15 Dec 15 Liberum sell tp 650p

reiterates

just 5 fallers...


Randgold Res. (RRS) 3,991.00 -1.26%
Fresnillo (FRES) 658.50 -0.98%
Arm Hldgs. (ARM) 1,032.00 -0.86%
Berkeley Gp.hld (BKG) 3,508.00 -0.37%
Travis Perkins (TPK) 1,920.00 -0.31%

[philanderer] 14/12/2015 09:42

Weak AAPL friday evening.


14 Dec 15 Barclays Overweight tp 1250p

reiterates

[philanderer] 10/12/2015 23:11

'ARM Holdings Expands Reach As Chipmaking Evolves'

[philanderer] 07/12/2015 13:06

New York-listed ARM Holdings (NASDAQ:ARMH), was cut by analysts at Northland Capital. They cut their rating on the $23.75 billion market cap company to a Market Perform from their past Outperform rating, but decided to keep their PT of $52 on ARMH

[philanderer] 04/12/2015 17:27

Unchanged on the week , not bad at all.

Good weekend everyone.

[philanderer] 03/12/2015 12:44

Agree, consolidation around here no bad thing.


03 Dec 15 Zacks 'add' tp 1250p

retains

[tudes100] 03/12/2015 01:49

looking a little overbought, probably needs a breather (like the FTSE) before any further leg up