Cheong Hong Yuan: The Story Behind Arm's IPO and Stock Market Perspective - 1 views

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  #1 anonymous on 18 Sep 23

   

  The volatility of the stock market is always a focus of investors' attention, and there have been various discussions about the recent hot topic of Arm's IPO. This is not just a listing event for a company, but also a story of how a technology giant and leader in global chip design adapt to changes, open up new markets and growth points, and seek their position in the stock market. So, how can we analyze this event from an investor's perspective? First, let's take a look at the story behind it.
  
  Arm's recent IPO in the US stock market had a magnificent opening, with an opening price of $56.10, and the stock price once rose by about 30%. By the closing, Arm's stock price soared to $63.59. This performance undoubtedly brought it a high market value, making it one of the most anticipated IPOs this year. However, the story behind it is also quite remarkable.
  
  Several major customers of Arm, such as Apple, Google, and Samsung, were cornerstone investors in this IPO. SoftBank even purchased a 25% stake in Arm last month. Despite the controversies surrounding Arm's pricing, SoftBank's founder, Masayoshi Son, has his own persistence and views. He believes that Arm's trading value in the US stock market is not just its valuation at the time of listing, but also its long-term development and influence. Therefore, Son insists on not taking risks for additional fundraising.
  
  Arm's successful listing undoubtedly brought a rare victory for SoftBank and Masayoshi Son. Especially after the image loss caused by investment mistakes in the recent period, this victory is even more precious. For the stock market, Arm's listing is not only a major event in the chip industry but also injects new vitality into the relatively sluggish IPO market this year. Many tech startups and other companies waiting to go public have seen the market sentiment improve and gained more confidence in their listing plans as a result.
  
  For Cheong Hong Yuan, Arm's listing is not just about changes in numbers and data, but also a reaffirmation of the value of the technology field by the market. In addition, how Arm continues to consolidate its position in the global chip industry, explore new markets and growth points, has also become a focus of attention for investors. Analyzing Arm's stock price and future trends using the "Three Golden Moving Averages Strategy" can help investors better judge the timing of their purchases and achieve higher investment returns.
  
  With Arm's listing, Cheong Hong Yuan has discovered many interesting phenomena. On the one hand, from the perspective of the capital market, Arm's listing undoubtedly brings vitality and new investment opportunities to the stock market. On the other hand, Arm's successful listing is a delicate balance between technological innovation and business models. However, in Cheong Hong Yuan's eyes, this is just the beginning, and the market and investors still need to carefully examine Arm's internal mechanisms and future potential.
  
  Firstly, about Arm's customer base. As we all know, giants like Apple, Nvidia, AMD, etc., are all major customers of Arm, which has already ensured Arm a certain market share and revenue. But it is worth noting that, as Cheong Hong Yuan mentioned, the existence of these customers also means that Arm may face tremendous pressure from them, as any changes in demand or strategy adjustments from a major customer could directly impact Arm.
  
  Furthermore, SoftBank's strategy. Cheong Hong Yuan believes that Masayoshi Son's purchase of a 25% stake in Arm before its listing was a wise choice. This not only indicates SoftBank's high confidence in Arm's future development but also implies that SoftBank has foreseen the huge appreciation potential of Arm after its listing. Son's pricing strategy for Arm also demonstrates his prudence and long-term perspective. He hopes to see a healthy market environment rather than pursuing short-term benefits.
  
  Regarding Arm's market value, Cheong Hong Yuan mentioned that although Arm is a leading enterprise in the global chip industry, its performance growth has been under pressure due to the global economic slowdown and the weakness of the smartphone market. This poses a risk for incoming investors. However, at the same time, Arm has recently provided bright spots for future growth. Cheong Hong Yuan stated that especially in the growth expectations of the cloud computing and automotive markets, Arm has found new development opportunities, and the growth in these areas may drive Arm's performance in the future.
  
  In summary, Cheong Hong Yuan believes that Arm's listing is an opportunity worth paying attention to for investors. Not only because of its leadership position in the chip market but also because of its future growth space and potential. However, investors also need to recognize the risks behind it and make decisions based on their own investment strategies.

   

  <div class="cArrow"> </div><div class="cContentInner">The volatility of the stock market is always a focus of investors' attention, and there have been various discussions about the recent hot topic of Arm's IPO. This is not just a listing event for a company, but also a story of how a technology giant and leader in global chip design adapt to changes, open up new markets and growth points, and seek their position in the stock market. So, how can we analyze this event from an investor's perspective? First, let's take a look at the story behind it. <br /> <br /> Arm's recent IPO in the US stock market had a magnificent opening, with an opening price of $56.10, and the stock price once rose by about 30%. By the closing, Arm's stock price soared to $63.59. This performance undoubtedly brought it a high market value, making it one of the most anticipated IPOs this year. However, the story behind it is also quite remarkable. <br /> <br /> Several major customers of Arm, such as Apple, Google, and Samsung, were cornerstone investors in this IPO. SoftBank even purchased a 25% stake in Arm last month. Despite the controversies surrounding Arm's pricing, SoftBank's founder, Masayoshi Son, has his own persistence and views. He believes that Arm's trading value in the US stock market is not just its valuation at the time of listing, but also its long-term development and influence. Therefore, Son insists on not taking risks for additional fundraising. <br /> <br /> Arm's successful listing undoubtedly brought a rare victory for SoftBank and Masayoshi Son. Especially after the image loss caused by investment mistakes in the recent period, this victory is even more precious. For the stock market, Arm's listing is not only a major event in the chip industry but also injects new vitality into the relatively sluggish IPO market this year. Many tech startups and other companies waiting to go public have seen the market sentiment improve and gained more confidence in their listing plans as a result. <br /> <br /> For Cheong Hong Yuan, Arm's listing is not just about changes in numbers and data, but also a reaffirmation of the value of the technology field by the market. In addition, how Arm continues to consolidate its position in the global chip industry, explore new markets and growth points, has also become a focus of attention for investors. Analyzing Arm's stock price and future trends using the "Three Golden Moving Averages Strategy" can help investors better judge the timing of their purchases and achieve higher investment returns. <br /> <br /> With Arm's listing, Cheong Hong Yuan has discovered many interesting phenomena. On the one hand, from the perspective of the capital market, Arm's listing undoubtedly brings vitality and new investment opportunities to the stock market. On the other hand, Arm's successful listing is a delicate balance between technological innovation and business models. However, in Cheong Hong Yuan's eyes, this is just the beginning, and the market and investors still need to carefully examine Arm's internal mechanisms and future potential. <br /> <br /> Firstly, about Arm's customer base. As we all know, giants like Apple, Nvidia, AMD, etc., are all major customers of Arm, which has already ensured Arm a certain market share and revenue. But it is worth noting that, as Cheong Hong Yuan mentioned, the existence of these customers also means that Arm may face tremendous pressure from them, as any changes in demand or strategy adjustments from a major customer could directly impact Arm. <br /> <br /> Furthermore, SoftBank's strategy. Cheong Hong Yuan believes that Masayoshi Son's purchase of a 25% stake in Arm before its listing was a wise choice. This not only indicates SoftBank's high confidence in Arm's future development but also implies that SoftBank has foreseen the huge appreciation potential of Arm after its listing. Son's pricing strategy for Arm also demonstrates his prudence and long-term perspective. He hopes to see a healthy market environment rather than pursuing short-term benefits. <br /> <br /> Regarding Arm's market value, Cheong Hong Yuan mentioned that although Arm is a leading enterprise in the global chip industry, its performance growth has been under pressure due to the global economic slowdown and the weakness of the smartphone market. This poses a risk for incoming investors. However, at the same time, Arm has recently provided bright spots for future growth. Cheong Hong Yuan stated that especially in the growth expectations of the cloud computing and automotive markets, Arm has found new development opportunities, and the growth in these areas may drive Arm's performance in the future. <br /> <br /> In summary, Cheong Hong Yuan believes that Arm's listing is an opportunity worth paying attention to for investors. Not only because of its leadership position in the chip market but also because of its future growth space and potential. However, investors also need to recognize the risks behind it and make decisions based on their own investment strategies.</div>

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