Himax: Signs of Automotive Demand Rebound; Why Demand Strength Is Different Than NXP and Infineon
⬆ $Himax Technologies Inc Adr(HIMX)$ - Himax reported strong 1Q24 results, with rising margins and potential for growth in automotive demand. Despite a rally, the company is still below 2021 highs, but its market opportunity is expanding. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/himax-signs-of-automotive-demand-rebound-why-demand-strength-is-different-than-nxp-and-infineon?utm_source=tiger_community By Vincent Fernando, CFA, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/vincent-fernando-cfa-f29d1c28-fc02-4296-afcd-5e900f012d86?utm_source=tiger_community On Himax Technologies Inc Adr (HIMX):- https://www.smartkarma.com/entities/himax-technologies-inc-adr?utm_source=tiger_community
Himax: Industry Readthrough for Automotives, Notebooks, and Edge AI Applications
⬆ $Himax Technologies Inc Adr(HIMX)$ - China's automotive market is weak, but touch and dimming technology is expanding rapidly. Panel makers are limiting supply to maintain prices in the near term. A PC replacement cycle is expected. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/himax-industry-readthrough-for-automotives-notebooks-and-edge-ai-applications?utm_source=tiger_community By Vincent Fernando, CFA, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/vincent-fernando-cfa-f29d1c28-fc02-4296-afcd-5e900f012d86?utm_source=tiger_community On Himax Technologies Inc Adr (HIMX):- https://www.smartkarma.com/entities/himax-technologies-inc-adr?utm_source=tiger_community
Himax Vs. Novatek Long/Short: Display Industry Inventory Normalized, Growth Expected for 2024E
⬆ $Himax Technologies Inc Adr(HIMX)$ - Both companies showed a continued decline in inventory levels. Himax is trading at one of the cheapest levels relative to Novatek in history. We rate both stocks as Structural Longs however. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/himax-vs-novatek-long-short-display-industry-inventory-normalized-growth-expected-for-2024e?utm_source=tiger_community By Vincent Fernando, CFA, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/vincent-fernando-cfa-f29d1c28-fc02-4296-afcd-5e900f012d86?utm_source=tiger_community On Himax Technologies Inc Adr (HIMX):- https://www.smartkarma.com/entities/himax-technologies-inc-adr?utm_source=tiger_community
Himax Vs. Novatek Long/Short: Management Meeting; Himax Historically Cheap
⬆ $Himax Technologies Inc Adr(HIMX)$ - We have a Structural Long view for both stocks, however from an arb perspective see a Long Himax vs. Short Novatek trade opportunity given the large share price divergence. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/himax-vs-novatek-long-short-management-meeting-himax-historically-cheap?utm_source=tiger_community By Vincent Fernando, CFA, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/vincent-fernando-cfa-f29d1c28-fc02-4296-afcd-5e900f012d86?utm_source=tiger_community On Himax Technologies Inc Adr (HIMX):- https://www.smartkarma.com/entities/himax-technologies-inc-adr?utm_source=tiger_community
Himax: Sees Rebound in China Automotive Display Demand, Expects Dominant Market Share to Continue
⬆ $Himax Technologies Inc Adr(HIMX)$ - Long Himax -- Himax continues to represent structural exposure to dramatically increasing display content in vehicles. The stock's previous all-time high is double the current level. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/himax-sees-rebound-in-china-automotive-display-demand-expects-dominant-market-share-to-continue?utm_source=tiger_community By Vincent Fernando, CFA, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/vincent-fernando-cfa-f29d1c28-fc02-4296-afcd-5e900f012d86?utm_source=tiger_community On Himax Technologies Inc Adr (HIMX):- https://www.smartkarma.com/entities/himax-technologies-inc-adr?utm_source=tiger_community