It’s Darkest Before The Himax Dawn

  • 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