Going big on semiconductors this week. Looking to make initial entry into $UMC, $MOSY, $EMKR, $PXLW, $ASX, $NPTN, $LPTH, annddd my favorite set up is $HIMX...
$HIMX ready to go off this week in my amateur opinion. All the semi plays have gotten a big boost especially the Taiwan based companies that have leg up like $TSM. Himax has been crushing it this past year steadily increasing revenue since Covid started...
$HIMX 2020 revs increased to $887M and 2021 est revs are $1.2B. High profile customers like $MSFT, $GOOG, and $LNVGY. Securing more capacity for 2021. Holds more than 3000 patents.
Current qtr estimates for $HIMX are $0.26 a share but expected to earn $1.05 per share by the end of the year which would be a 250% increase YoY! Revenue estimates have only been revised up! Lastly...
$HIMX has been consolidating around $15 and looks poised for another pop along with the rest of the semi market. I predict a pop to $20-30 within a month and $100 by years end. Bank it!
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