$Arm Holdings(ARM)$ 1. ARM is a leader with a saturated number of customers limiting future growth. It’s in a highly competitive landscape and needs to innovate beyond patent expirations in the 2030s. 2. As a controlled entity of SoftBank, I expect the board to push for buybacks in a bid to maximize returns. 3. I expect SoftBank to slowly unload its stake, while ARM buys back their stock - this may initially sustain the price.
$Arm Holdings(ARM)$ 1. ARM is a leader with a saturated number of customers limiting future growth. It’s in a highly competitive landscape and needs to innovate beyond patent expirations in the 2030s. 2. As a controlled entity of SoftBank, I expect the board to push for buybacks in a bid to maximize returns. 3. I expect SoftBank to slowly unload its stake, while ARM buys back their stock - this may initially sustain the price.
@SR050321:$Olam Group(VC2.SI)$ is getting my attention today, after recently i bought back the stock, buy only when it is dip if can get $1.2 to $1.4 is better, dividend ex date 02 May 2023 $0.045 i usually sell it when the stock price go up $1.65 or above, for this one i GTC to sell at 1.70 if the difference about 0.10 is good, same as i am getting one year dividend in advance. $SINGTEL(Z74.SI)$ $SINGTEL 10(Z77.SI)$ ismoving up too, my last buy was 2.38 i wanted to buy again 2.28 but pivot at 2.30 so no chance 😅 I believe Singtel and will continue to hold and buy a bit by bit when dip. Last night buy back