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Himax Technologies ADR Reptg 2
Price
Discussione su HIMX
Messaggi
7Let's move on to the next round!
“Re-Rating Rocket with a Dividend Boost” “Profitability Doubled, Valuation Halved—the Perfect Setup”
Hello, everyone,
After I posted my overview of dividend-growth stocks, I received some comments asking me to highlight a few more companies in this category.
So today, I’m featuring a stock with three-digit growth in net income and a dividend yield stands at 8.75% .
Added to this is the currently very attractive RSI of 38.
But the forward P/E ratio of 17.5x and the PEG of 0.6x also indicate an attractive valuation for the company’s growth.
Of course, this is all just my personal opinion.
Dear readers, I’d love to hear your thoughts in the comments.
Himax is the global market leader in display driver ICs and timers used in televisions, laptops, monitors, cell phones, tablets, automobiles, digital cameras, car navigation systems, virtual reality (VR) devices, and many other consumer electronics devices.
Founded in 2001 and headquartered in Tainan, Taiwan, Himax currently employs approximately 2,200 people across three offices in Taiwan—in Tainan, Hsinchu, and Taipei—as well as regional offices in China, Korea, and the U.S. With approximately 3,000 patents spanning three continents for its technologies, Himax has solidified its position as a leading provider of semiconductor solutions for display image processing to consumer electronics brands worldwide.
Himax Technologies Inc. operates primarily in the field of fabless semiconductor solutions. The company offers comprehensive integrated circuit (IC) solutions for the automotive industry, including conventional driver ICs, in-cell touch and display driver integrations, large-size touch and display driver integrations, and timing controllers for local dimming. The company’s key product lines include display drivers and timing controllers, touch controller ICs, semiconductor solutions for TFT-LCD televisions and monitors, intellectual property (IP) services, and application-specific integrated circuits (ASICs), products for liquid crystal on silicon (LCOS) and microelectromechanical systems (MEMS), power ICs, CMOS-based image sensor products, and wafer-level optics products.
- Himax will showcase its industry-leading high-contrast, dual-edge front-illuminated LCoS microdisplay at SID Display Week 2026... Weiterlesen
Himax Technologies, Inc. plans to hold its first-quarter 2026 earnings conference call on Thursday, May... Weiterlesen
- Himax Technologies, Inc. will hold its Annual General Meeting on August 12, 2026... Weiterlesen
Himax’s latest T2000 TCon is driving the development of E-Ink’s next-generation color e-paper toward dynamic content applications... Weiterlesen
- Himax Technologies, Inc. reports financial results for the first quarter of 2026; provides guidance for the second quarter of 2026... Weiterlesen
Himax Technologies, Inc. Announces a Cash Dividend for Fiscal Year 2025... Weiterlesen
March 9, 2026
February 4, 2026
January 6, 2026
January 5, 2026
January 2, 2026
December 24, 2025
September 17, 2025
March 5, 2025
Revenue Breakdown by Business Segment:
2025 (USD)
Driver IC 666 million
Non-Driver Products 166 million
Geographic revenue breakdown:
2025 (USD)
China 614 million
Taiwan 123 million
Korea 49.59 million
America 21.34 million
Japan 14.96 million
Others 5.09 million
Mexico 4.85 million
Quick Summary of Juan
(Himax Technologies — based on your MarketScreener data in the active tab)
Himax will clearly shift into growth mode starting in 2026. Following a weak 2025, revenue, EBITDA, and profit will surge dynamically, with staggering growth rates starting in 2027. Margins will widen significantly, free cash flow will rebound, and net debt will dip deep into negative territory. Starting in 2027, this will look like a classic turnaround-into-momentum-shift, culminating in very strong profitability in 2028. To Juan, this looks like a clear re-rating setup — fundamentally much improved, with a lighter balance sheet and margins soaring.
Market value 2,632
Number of shares (in thousands) 174,426
Date of publication: February 12, 2026
Juan’s Brief Conclusion
(Himax — Valuation Metrics 2025–2028)
Juan sees a classic valuation re-rating in slow motion. In 2025, the stock still looks expensive and uneven, but starting in 2026, the picture improves significantly: the dividend rises sharply, the yield climbs every year, and the P/E ratio drops from overvalued to double-digit attractive. The P/B ratio remains moderate, and the PEG ratio slips into the range that Juan describes as “growth at a discount” . Overall: The valuation is lagging behind the operational recovery—exactly the setup Juan loves.
Juan’s Brief Conclusion
Juan sees a setup here that he calls a ““re-rating rocket””: Fundamentals will skyrocket starting in 2026, margins will widen, earnings will multiply—and at the same time, the valuation will fall into a range that, given appears to be massively underpriced . For Juan, this is a classic high-conviction compounderthat could be valued completely differently in 2–3 years.
Performance
1 week -15.19%
1 month -27.96%
6 months +91.43%
1 year +69.62%
3 years +107.75%
RSI 38
June 26, 2026, •
Nasdaq (USD)
14.45 USD
June 26, 2026, 4:31:10 PM •
Lang & Schwarz (EUR)
12.40 EUR
+ 1
Himax Technologies - Part Sell / Full Sell?
Team, what is the play? +75% on the remaining 600 shares. Let winner ride or sell? Psychologically now it feels a lot more like gambling and I want to dump but, I've made that mistake before and missed out on 3-400% wins, in favour of a quick getaway. Help!
𝐇𝐢𝐦𝐚𝐱 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐢𝐞𝐬 𝐢𝐬𝐭 𝐟ü𝐫 𝐮𝐧𝐬 𝐬𝐜𝐡𝐨𝐧 𝐥𝐚𝐧𝐠𝐞 𝐞𝐢𝐧 𝐊𝐚𝐮𝐟𝐤𝐚𝐧𝐝𝐢𝐝𝐚𝐭. Himax Technologies, Inc (NASDAQ: HIMX) is a non-manufactured semiconductor solutions provider specializing in display imaging technologies. Himax is a global leader in display driver ICs and timing controllers used in televisions, laptops, monitors, cell phones, tablets, automobiles, digital cameras, car navigation, virtual reality (VR) devices, and many other consumer electronics devices. In addition, Himax develops and supplies controllers for touch sensor displays, in-cell touch and display driver integration (TDDI) single-chip solutions, LED driver ICs, power management ICs and LCoS micro-displays for augmented reality (AR) devices and heads-up displays (HUD) for the automotive industry.
By not having its own factory, Himax outsources manufacturing to a production facility or foundry. Many of these foundries are located in Taiwan and China, where skilled labor is abundant and cheap, keeping production costs low and return on investment high.
Interesting side note: On July 22, 2013, it was announced that Google was acquiring a 6.3% stake in Himax Display, a subsidiary focused on liquid crystal on silicon chips used in Google Glass.