ARM Holdings Share Discussion Threads

[philanderer] 30/6/2016 09:41

30 Jun 16 UBS Buy tp 1200p
30 Jun 16 JP Morgan Buy tp 1200p

reiterations

[philanderer] 24/6/2016 20:58

Usually a nice northerly breeze to go with it though :-)


ARM Holdings can see positive impact from sterling move, says JPMorgan

JPMorgan's European Technology analyst Sandeep Deshpande said the main impacts of the Brexit vote are currency impacts, possible tariffs and economic impacts, but noted that economic impacts are still hard to call at this point and that tariffs are likely to be less important for tech companies.

Among the European tech companies he discusses, Deshpande noted that ARM Holdings (ARMH) will see a positive 1.5% impact to EPS for every 1% move in sterling. The analyst added that he does not expect ASML (ASML) to see any reportable impact from currency shifts and called out STMicroelectronics (STM) as having the greatest currency exposure among semiconductor names.

[philo124] 24/6/2016 18:50

Also hold NMC, btw.
Have a good time in Naxos, that's a hot place!

[philo124] 24/6/2016 18:45

Yep, got BATS and IMB.

[philanderer] 24/6/2016 16:48

Afternoon PHIL , pharmas doing ok for the same reason. DGE as well.

For the week ..

FTSE100 +2.3%
FTSE 250 -2.0%

[philo124] 24/6/2016 13:55

$ earnings.

[philanderer] 24/6/2016 13:54

Some logic returning to the share price now :-)

[retailronnie] 24/6/2016 13:04

"An ARM spokesperson told The Register that “Brexit will not have a significant impact on our business as almost all of our earnings come from outside the EU zone but we will watch the negotiations closely, particularly on the subject of visas, as we employ approximately 200 non-UK EU citizens at our Cambridge headquarters.”"

[philanderer] 24/6/2016 09:21

Totally agree.

Cameron gone as well... and ARM just gone positive

[l.parker] 24/6/2016 08:44

At last, we can hold our head high.

[retailronnie] 22/6/2016 13:19

Wow, Fastest computer in world will run on ARM
hxxp://www.theregister.co.uk/2016/06/20/fujitsu_arm_supercomputer/

[philanderer] 17/6/2016 18:11

Pretty good, ARM unchanged on the week with FTSE100 off nearly 100pts

[tudes100] 14/6/2016 12:51

nothing if not consistent

[philanderer] 14/6/2016 10:03

Liberum still at it ;-)


ARM predicted to miss revenue growth targets

Micro-chip maker ARM (ARM) is not expected to grow revenue next year as royalty softness in 2016 takes its toll.

Liberum analyst Eoin Lambe retained his ‘sell’ recommendation and target price of 650p on the shares, which fell 1.4% to 952.8p yesterday.

‘We believe ARM may see further royalty softness this year but that it has flexibility to use its licensing backlog to offset this,’ he said.

‘However, this flexibility is likely to diminish in 2017 if the backlog continues to decline. We therefore view the acceleration in revenue growth that consensus models in 2017 as unlikely. The tailwind from higher royalty in smartphones eases in 2016 and new markets are unlikely to become material before 2018+. We are 8% below consensus earnings per share in full-year 2017 rising to 22% by full-year 2020.’

[philanderer] 14/6/2016 09:49

The Sun says vote 'leave' :-D

1100p by christmas.

[retailronnie] 14/6/2016 07:10

Am no chartist, but looks like a symmetric wedge for past year, set up nicely for brexit vote? Re-test 900 prior to vote, then break out to 1100?

[philanderer] 13/6/2016 17:02

Bad market day today . ARM my best one :-O

[priteshpatel9] 13/6/2016 13:00

Apple event later this evening. Apple Watch 2 has a faster Arm chip and may also have its own cellular data allowing apps to run natively.

[amt] 13/6/2016 08:58

Strange share price action. A Brexit vote even if catastrophic for UK economy would be good for ARM as revenue usd denominated. Sterling falling like a stone already.

[philanderer] 08/6/2016 21:15

ARM Announces POP IP for ARM Cortex-A73 on TSMC 16FFC Process

[retailronnie] 07/6/2016 10:47

Couple of weeks old, but seems Google is creating it's own low powered chips for Machine Learning. Think there's a good chance it's ARM based.

[retailronnie] 04/6/2016 09:07

ARM Holdings plc (NASDAQ:ARMH) the British chip designer whose technology is found in most smartphones, says it can become a genuine challenger to Intel Corp. for server customers from next year even though it has less than 1 percent of that market. While the challenge to Intel’s dominance in servers is “in its infancy,” ARM-based systems are being trialed by global cloud operators, Chief Executive Officer Simon Segars said at the Computex trade show in Taipei. The company is targeting a quarter of the market by 2020.

hxxp://www.kcregister.com/intel-corporation-nasdaqintc-up-0-19-in-premarket-arm-holdings-plc-nasdaqarmh-franklin-resources-inc-nyseben-micron-technology-inc-nasdaqmu-nvidia-corporation-nasdaqnvda/20045/

[gengulphus] 04/6/2016 08:20

Steptoes Yard,

Yes, your posts 1960/1961 were of some use, and I thanked you for them. The same is not true of your post 1963 - it's of no use for the issue I was looking at, i.e. how important iPhones are to ARM.

Nevertheless, my response in post 1964 was an overreaction - sorry!

Gengulphus

[investopia] 03/6/2016 20:09

I haven't got anything useful to say.