- Revenues are likely to receive multiple positive impulses going forward from here on.
- So growth is ahead while today we see a maximum impact from higher CapEx and R&D spending. The shares seem to reflect the latter, less so the former.
- That is, we’re at the point where it is darkest before dawn and we think it’s an attractive moment to start taking a position.
Source: It’s Darkest Before The Himax Dawn – Himax Technologies, Inc. (NASDAQ:HIMX) | Seeking Alpha