Himax Technologies, Inc. (NASDAQ:HIMX)

CAPS Rating: 4 out of 5

The Company designs, develops and markets semiconductors that are critical components of flat panel displays.


Player Avatar rationalexchange (99.38) Submitted: 2/11/2008 12:56:49 PM : Underperform Start Price: $3.16 HIMX Score: -96.55

The stock market is largely ignoring the recent oil spike as something that cannot persist in the current stage of the business cycle but this is in turn feeding higher oil prices. The stock market is about to realize where oil is going and fall; and most affected will be today's leading IT sectors.

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Member Avatar ChrisGraley (29.74) Submitted: 2/14/2008 7:02:20 PM
Recs: 2

What does an oil spike have to possibly do with a semi-conductor company? If anything, oil spikes generally hurt the market, not help it. I'm not trying to put you down here, just trying to understand your reasoning.Shipping costs have little effect on this industry regardless of whether oil is high or low. Even the end products, (HDTV's have a high enough mark-up to absorb high shipping costs). If oil prices fall, then they should increase profits on existing sales. I'm sorry if I sound obtuse on this, but I just don't understand your angle here.

Member Avatar jescro22 (99.51) Submitted: 5/28/2008 3:46:44 PM
Recs: 2

So why are your bearish on this stock?I agree with others:The stock is cheap and the company has good financials with a good dividend. The flat screen market is still growing, and they'll grow with it. The PEG is 0.36 with a PE of 7.45. As others have mentioned over half of their shares are held by either insiders or institutions - not bad! They are also not very volitile, and with the 4% dividend this stock is going to go higher. There margins are lower than the industry average, which is good.

Member Avatar DaveMcC3300 (< 20) Submitted: 8/29/2008 2:04:46 PM
Recs: 0

Poor ol' Rational,I think he confused HIMX with some other stock.TMF should either take it out of the "Bear" pitch, or find out which of the 5 "All-Stars" have something bad to say about HIMX and put it into words.I don't understand why HIMX is down so far since June? Has their order book dissolved?Dave

Member Avatar larrygeb (< 20) Submitted: 8/18/2009 2:26:44 PM
Recs: 0

just gearing up for all the new HD's that are about to hit the market by yearend. Consumers will jump on all the new HD tv's this year. They are unloading all previous models with clearances. This should begin to show in demand.

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