Himax Technologies press release (NASDAQ:HIMX): Q1 Non-GAAP EPAdS of $0.70 in-line.
Revenue of $412.8M (+33.6% Y/Y) misses by $10.55M.
For the second quarter, the company expects the automotive DDIC sales, which are still much larger than those of TDDI and AMOLED, to be flat to slightly up sequentially, but up more than 90% year-over-year.
Q2 Outlook: Net Revenue: To decrease 16% to 20% sequentially; Non-IFRS Gross Margin: To be around 43.0% to 45.0%, depending on final product mix; Non-IFRS Profit: To be 45.0 cents to 50.0 cents per diluted ADS.
戦争やらインフレで配当性向を低くしてキャッシュを内部留保するのは、このご時世理解できる
ガイダンスで売り上げが何故落ちるかは、カンファレンスコール確認しないと何とも言えない。GMはフラットなのは幸い
ただFY 22もEPSは2ドルはいけそうなので、PERが4以下というのは合理性ゼロ
今の株価だと配当利回りは15%強
セミの平均配当利回りは3%以下でしょう
まあ15000ドル配当でるからガチホですよ
Himax Technologies press release (NASDAQ:HIMX): Q1 Non-GAAP EPAdS of $0.70 in-line.
Revenue of $412.8M (+33.6% Y/Y) misses by $10.55M.
For the second quarter, the company expects the automotive DDIC sales, which are still much larger than those of TDDI and AMOLED, to be flat to slightly up sequentially, but up more than 90% year-over-year.
Q2 Outlook: Net Revenue: To decrease 16% to 20% sequentially; Non-IFRS Gross Margin: To be around 43.0% to 45.0%, depending on final product mix; Non-IFRS Profit: To be 45.0 cents to 50.0 cents per diluted ADS.