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