Daily BriefsEquity Bottom-Up

Daily Brief Equity Bottom-Up: Media IC Monitor: Himax Showing Relative Display Strength Thanks to Auto Exposure; CES Event Ahead and more

In today’s briefing:

  • Media IC Monitor: Himax Showing Relative Display Strength Thanks to Auto Exposure; CES Event Ahead


Media IC Monitor: Himax Showing Relative Display Strength Thanks to Auto Exposure; CES Event Ahead

By Vincent Fernando, CFA

  • Himax shares have performed relatively well during December but have still significantly underperformed other fabless Media IC names over the last six months.
  • Comparing results data across all names, Himax has exhibited relative strength in Display IC revenue thanks to its strong position supplying automakers with automotive display technology.
  • Himax will be speaking at Nomura’s CES 2024 event and presenting its new edge AI camera products; This creates potential for positive news flow within two weeks.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars