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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 […]

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It looks like Himax is going to enter a period of more sustained growth, with most of its traditional products growing in the second half. More importantly, next year the company has multiple opportunities in high-growth markets with products commanding high ASPs and margins. So we think a sense of cautious optimism is warranted here […]

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Himax looks to be set to move to the non-display driver business in a more serious way with a large CapEx program and an acquisition. It is gearing up investments for the 3D sensing business and IoT vision. Revenues are not immediately expected, but from the second half onwards, things could become interesting. They’ll need […]

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The market for 3D sensing is about to take off with the arrival of the new iPhones. We speculate which companies stand to benefit most from the new iPhones. Ultimately, the 3D sensing market will be much bigger, and we think this should provide ample opportunities for the companies mentioned in this article. Source: 4 […]

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Himax experienced a number of mostly temporary setbacks and the shares plunged to $5. However, the recovery in the share price has been almost as fast, the shares have rallied 50% in a couple of weeks. While Himax does have interesting new products, some of the headwinds aren’t gone and we think most of the […]

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