View ValuationCowell e Holdings 将来の成長Future 基準チェック /66Cowell e Holdings利益と収益がそれぞれ年間23.1%と20.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に28% 22.6%なると予測されています。主要情報23.1%収益成長率22.63%EPS成長率Electronic 収益成長23.3%収益成長率20.3%将来の株主資本利益率28.01%アナリストカバレッジGood最終更新日08 May 2026今後の成長に関する最新情報Major Estimate Revision • Mar 27Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from US$3.26b to US$3.61b. EPS estimate increased from US$0.207 to US$0.222 per share. Net income forecast to grow 68% next year vs 24% growth forecast for Electronic industry in Hong Kong. Consensus price target up from HK$34.37 to HK$39.64. Share price rose 3.0% to HK$30.70 over the past week.Major Estimate Revision • Mar 28Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.134 to US$0.109 per share. Revenue forecast steady at US$1.87b. Net income forecast to grow 98% next year vs 45% growth forecast for Electronic industry in Hong Kong. Consensus price target up from HK$23.97 to HK$26.53. Share price rose 6.5% to HK$18.72 over the past week.Major Estimate Revision • Aug 17Consensus revenue estimates fall by 22%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$1.36b to US$1.06b. EPS estimate fell from US$0.115 to US$0.075 per share. Net income forecast to grow 34% next year vs 17% growth forecast for Electronic industry in Hong Kong. Consensus price target down from HK$22.07 to HK$19.44. Share price rose 5.6% to HK$13.90 over the past week.Major Estimate Revision • Aug 24Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from US$1.03b to US$1.05b. EPS estimate increased from US$0.09 to US$0.10 per share. Net income forecast to grow 55% next year vs 11% growth forecast for Electronic industry in Hong Kong. Consensus price target up from HK$17.05 to HK$20.39. Share price was steady at HK$16.68 over the past week.Major Estimate Revision • Aug 24Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from US$1.03b to US$1.05b. EPS estimate increased from US$0.09 to US$0.10 per share. Net income forecast to grow 55% next year vs 11% growth forecast for Electronic industry in Hong Kong. Consensus price target up from HK$17.05 to HK$20.39. Share price was steady at HK$16.68 over the past week.すべての更新を表示Recent updatesライブニュース • Jul 05Cowell E Holdings Approves $320 Million Buyback Plan Running Through July 2027Cowell e Holdings has approved a share repurchase plan of up to HK$320 million, running from July 2026 through 3 July 2027, with buybacks of up to 10% of issued shares funded from cash and internal resources and executed under existing and future mandates, subject to market conditions and shareholder approvals. The board states the plan is intended to return value to shareholders, and that any repurchases would concentrate ownership for remaining holders if carried out and reflect management’s stated confidence in the company’s outlook. Cowell e Holdings shares last traded at HK$23.68, with the stock down 16.0% year to date, so the size and timing of any actual repurchases could be closely watched relative to that recent performance. The key consideration is whether buybacks turn out to be an efficient use of cash versus reinvestment or dividends, since the plan only creates potential support for the share count and does not guarantee execution.Upcoming Dividend • Jun 01Upcoming dividend of HK$0.35 per shareEligible shareholders must have bought the stock before 08 June 2026. Payment date: 03 July 2026. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Hong Kong dividend payers (6.9%). Lower than average of industry peers (2.4%).お知らせ • May 28Cowell e Holdings Inc. Approves Final Dividend for the Year Ended 31 December, 2025Cowell e Holdings Inc. at the AGM held on 28 May 2026 approved a final dividend of HKD 0.35 per ordinary share in respect of the year ended 31 December, 2025.Valuation Update With 7 Day Price Move • Apr 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to HK$33.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Electronic industry in Hong Kong. Total returns to shareholders of 121% over the past three years.Reported Earnings • Mar 31Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: US$0.23 (up from US$0.14 in FY 2024). Revenue: US$3.50b (up 40% from FY 2024). Net income: US$196.9m (up 65% from FY 2024). Profit margin: 5.6% (up from 4.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 5.1%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 30Cowell e Holdings Inc., Annual General Meeting, May 28, 2026Cowell e Holdings Inc., Annual General Meeting, May 28, 2026.お知らせ • Mar 18Cowell e Holdings Inc. to Report Fiscal Year 2025 Results on Mar 30, 2026Cowell e Holdings Inc. announced that they will report fiscal year 2025 results on Mar 30, 2026分析記事 • Feb 10With Cowell e Holdings Inc. (HKG:1415) It Looks Like You'll Get What You Pay ForWith a price-to-earnings (or "P/E") ratio of 19x Cowell e Holdings Inc. ( HKG:1415 ) may be sending very bearish...分析記事 • Jan 19Cowell e Holdings (HKG:1415) Is Very Good At Capital AllocationWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...分析記事 • Dec 29With EPS Growth And More, Cowell e Holdings (HKG:1415) Makes An Interesting CaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Dec 10Is Cowell e Holdings Inc. (HKG:1415) Trading At A 48% Discount?Key Insights The projected fair value for Cowell e Holdings is HK$55.52 based on 2 Stage Free Cash Flow to Equity...分析記事 • Nov 23Here's Why Cowell e Holdings (HKG:1415) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Nov 07What You Can Learn From Cowell e Holdings Inc.'s (HKG:1415) P/E After Its 25% Share Price CrashThe Cowell e Holdings Inc. ( HKG:1415 ) share price has softened a substantial 25% over the previous 30 days, handing...Valuation Update With 7 Day Price Move • Oct 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to HK$33.38, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Electronic industry in Hong Kong. Total returns to shareholders of 191% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$52.74 per share.分析記事 • Sep 25Cowell e Holdings' (HKG:1415) Strong Earnings Are Of Good QualityCowell e Holdings Inc. ( HKG:1415 ) recently posted some strong earnings, and the market responded positively. We did...Reported Earnings • Sep 23First half 2025 earnings: EPS misses analyst expectationsFirst half 2025 results: EPS: US$0.078 (up from US$0.019 in 1H 2024). Revenue: US$1.36b (up 132% from 1H 2024). Net income: US$67.4m (up 320% from 1H 2024). Profit margin: 5.0% (up from 2.7% in 1H 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Sep 22Cowell e Holdings Inc. (HKG:1415) Stocks Shoot Up 29% But Its P/E Still Looks ReasonableCowell e Holdings Inc. ( HKG:1415 ) shares have continued their recent momentum with a 29% gain in the last month...Recent Insider Transactions Derivative • Sep 20CEO, CFO & Executive Director exercised options and sold HK$16m worth of stockOn the 15th of September, Ying-Cheng Wu exercised 500k options at a strike price of around HK$4.14 and sold these shares for an average price of HK$35.38 per share. This trade did not impact their existing holding. For the year to December 2021, Ying-Cheng's total compensation was 82% salary and 18% non-salary. As of today, Ying-Cheng currently holds no shares directly. Company insiders have collectively sold HK$51m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Aug 23First half 2025 earnings: EPS misses analyst expectationsFirst half 2025 results: EPS: US$0.078 (up from US$0.019 in 1H 2024). Revenue: US$1.36b (up 132% from 1H 2024). Net income: US$67.4m (up 320% from 1H 2024). Profit margin: 5.0% (up from 2.7% in 1H 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 22The Trend Of High Returns At Cowell e Holdings (HKG:1415) Has Us Very InterestedDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$31.52, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 11x in the Electronic industry in Hong Kong. Total returns to shareholders of 87% over the past three years.お知らせ • Aug 12Cowell e Holdings Inc. to Report First Half, 2025 Results on Aug 21, 2025Cowell e Holdings Inc. announced that they will report first half, 2025 results on Aug 21, 2025分析記事 • Jul 29Do Cowell e Holdings' (HKG:1415) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Jul 02Cowell e Holdings Inc.'s (HKG:1415) 30% Jump Shows Its Popularity With InvestorsCowell e Holdings Inc. ( HKG:1415 ) shares have had a really impressive month, gaining 30% after a shaky period...Reported Earnings • Apr 25Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$0.14 (up from US$0.055 in FY 2023). Revenue: US$2.49b (up 170% from FY 2023). Net income: US$119.1m (up 156% from FY 2023). Profit margin: 4.8% (down from 5.0% in FY 2023). Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Apr 07Why We're Not Concerned Yet About Cowell e Holdings Inc.'s (HKG:1415) 43% Share Price PlungeThe Cowell e Holdings Inc. ( HKG:1415 ) share price has fared very poorly over the last month, falling by a substantial...New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to HK$24.90, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 9x in the Electronic industry in Hong Kong. Total returns to shareholders of 231% over the past three years.Major Estimate Revision • Mar 27Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from US$3.26b to US$3.61b. EPS estimate increased from US$0.207 to US$0.222 per share. Net income forecast to grow 68% next year vs 24% growth forecast for Electronic industry in Hong Kong. Consensus price target up from HK$34.37 to HK$39.64. Share price rose 3.0% to HK$30.70 over the past week.分析記事 • Mar 25Industry Analysts Just Made A Substantial Upgrade To Their Cowell e Holdings Inc. (HKG:1415) Revenue ForecastsCowell e Holdings Inc. ( HKG:1415 ) shareholders will have a reason to smile today, with the analysts making...Reported Earnings • Mar 21Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$0.14 (up from US$0.055 in FY 2023). Revenue: US$2.49b (up 170% from FY 2023). Net income: US$119.1m (up 156% from FY 2023). Profit margin: 4.8% (down from 5.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 20Cowell e Holdings Inc., Annual General Meeting, May 29, 2025Cowell e Holdings Inc., Annual General Meeting, May 29, 2025.分析記事 • Mar 11Returns Are Gaining Momentum At Cowell e Holdings (HKG:1415)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Mar 10Cowell e Holdings Inc. to Report Fiscal Year 2024 Results on Mar 20, 2025Cowell e Holdings Inc. announced that they will report fiscal year 2024 results on Mar 20, 2025分析記事 • Jan 07Is Cowell e Holdings Inc. (HKG:1415) Trading At A 39% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, Cowell e Holdings fair value estimate is HK$45.06 Current...Recent Insider Transactions Derivative • Dec 13CFO & Executive Director exercised options and sold HK$4.0m worth of stockOn the 10th of December, Ying-Cheng Wu exercised 160k options at a strike price of around HK$4.14 and sold these shares for an average price of HK$29.00 per share. This trade did not impact their existing holding. As of today, Ying-Cheng currently holds no shares directly. Company insiders have collectively sold HK$36m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Dec 09Investors Will Want Cowell e Holdings' (HKG:1415) Growth In ROCE To PersistThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$27.10, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 9x in the Electronic industry in Hong Kong. Total returns to shareholders of 149% over the past three years.分析記事 • Nov 10Does Cowell e Holdings (HKG:1415) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$26.70, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 10x in the Electronic industry in Hong Kong. Total returns to shareholders of 286% over the past three years.分析記事 • Sep 18Why Cowell e Holdings' (HKG:1415) Shaky Earnings Are Just The Beginning Of Its ProblemsA lackluster earnings announcement from Cowell e Holdings Inc. ( HKG:1415 ) last week didn't sink the stock price. We...分析記事 • Sep 16The Price Is Right For Cowell e Holdings Inc. (HKG:1415)Cowell e Holdings Inc.'s ( HKG:1415 ) price-to-earnings (or "P/E") ratio of 51.5x might make it look like a strong sell...Reported Earnings • Aug 18First half 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst half 2024 results: EPS: US$0.019 (down from US$0.021 in 1H 2023). Revenue: US$585.9m (up 60% from 1H 2023). Net income: US$16.0m (down 11% from 1H 2023). Profit margin: 2.7% (down from 4.9% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 29%. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 16At HK$23.45, Is Cowell e Holdings Inc. (HKG:1415) Worth Looking At Closely?While Cowell e Holdings Inc. ( HKG:1415 ) might not have the largest market cap around , it saw a significant share...お知らせ • Aug 05Cowell e Holdings Inc. to Report First Half, 2024 Results on Aug 15, 2024Cowell e Holdings Inc. announced that they will report first half, 2024 results on Aug 15, 2024分析記事 • Jul 22Cowell e Holdings (HKG:1415) Is Looking To Continue Growing Its Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Recent Insider Transactions Derivative • Jun 25Non Executive Director exercised options and sold HK$2.4m worth of stockOn the 18th of June, Li Yang exercised 120k options at a strike price of around HK$4.14 and sold these shares for an average price of HK$24.22 per share. This trade did not impact their existing holding. Li currently holds less than 1% of total shares outstanding. Company insiders have collectively sold HK$29m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Jun 24Non Executive Director recently sold HK$2.9m worth of stockOn the 18th of June, Li Yang sold around 120k shares on-market at roughly HK$24.22 per share. This transaction amounted to 7.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$24.15, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 11x in the Electronic industry in Hong Kong. Total returns to shareholders of 397% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$11.26 per share.分析記事 • Jun 04Cowell e Holdings Inc.'s (HKG:1415) Price In Tune With EarningsCowell e Holdings Inc.'s ( HKG:1415 ) price-to-earnings (or "P/E") ratio of 50.7x might make it look like a strong sell...Recent Insider Transactions Derivative • Jun 01Non Executive Director exercised options and sold HK$3.4m worth of stockOn the 27th of May, Han-Yang Chen exercised 200k options at a strike price of around HK$4.14 and sold these shares for an average price of HK$21.08 per share. This trade did not impact their existing holding. As of today, Han-Yang currently holds no shares directly. Company insiders have collectively sold HK$16m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • May 12Does Cowell e Holdings (HKG:1415) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Apr 16Cowell e Holdings (HKG:1415) Is Doing The Right Things To Multiply Its Share PriceWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Major Estimate Revision • Mar 28Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.134 to US$0.109 per share. Revenue forecast steady at US$1.87b. Net income forecast to grow 98% next year vs 45% growth forecast for Electronic industry in Hong Kong. Consensus price target up from HK$23.97 to HK$26.53. Share price rose 6.5% to HK$18.72 over the past week.分析記事 • Mar 23Why Cowell e Holdings Inc. (HKG:1415) Could Be Worth WatchingCowell e Holdings Inc. ( HKG:1415 ), is not the largest company out there, but it saw a double-digit share price rise...お知らせ • Mar 22Cowell e Holdings Inc., Annual General Meeting, May 23, 2024Cowell e Holdings Inc., Annual General Meeting, May 23, 2024.Reported Earnings • Mar 22Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: US$0.055 (down from US$0.10 in FY 2022). Revenue: US$923.8m (down 17% from FY 2022). Net income: US$46.6m (down 45% from FY 2022). Profit margin: 5.0% (down from 7.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 28%. Revenue is forecast to grow 45% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 12Cowell e Holdings Inc. to Report Fiscal Year 2023 Results on Mar 21, 2024Cowell e Holdings Inc. announced that they will report fiscal year 2023 results on Mar 21, 2024分析記事 • Feb 19Cowell e Holdings Inc.'s (HKG:1415) Intrinsic Value Is Potentially 81% Above Its Share PriceKey Insights The projected fair value for Cowell e Holdings is HK$31.33 based on 2 Stage Free Cash Flow to Equity...Valuation Update With 7 Day Price Move • Jan 31Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$16.00, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 7x in the Electronic industry in Hong Kong. Total returns to shareholders of 173% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$28.62 per share.分析記事 • Jan 28What You Can Learn From Cowell e Holdings Inc.'s (HKG:1415) P/EWhen close to half the companies in Hong Kong have price-to-earnings ratios (or "P/E's") below 8x, you may consider...分析記事 • Dec 17Cowell e Holdings (HKG:1415) Could Become A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...分析記事 • Nov 29Is Cowell e Holdings (HKG:1415) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Nov 07Estimating The Intrinsic Value Of Cowell e Holdings Inc. (HKG:1415)Key Insights Cowell e Holdings' estimated fair value is HK$23.82 based on 2 Stage Free Cash Flow to Equity Cowell e...Buying Opportunity • Oct 31Now 22% undervaluedOver the last 90 days, the stock is up 34%. The fair value is estimated to be HK$23.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 105% in 2 years. Earnings is forecast to grow by 116% in the next 2 years.分析記事 • Oct 18Should You Think About Buying Cowell e Holdings Inc. (HKG:1415) Now?While Cowell e Holdings Inc. ( HKG:1415 ) might not be the most widely known stock at the moment, it led the SEHK...Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improves as stock rises 22%After last week's 22% share price gain to HK$17.86, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 7x in the Electronic industry in Hong Kong. Total returns to shareholders of 320% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$34.42 per share.New Risk • Sep 11New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.分析記事 • Sep 07Returns On Capital Are A Standout For Cowell e Holdings (HKG:1415)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Major Estimate Revision • Aug 17Consensus revenue estimates fall by 22%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$1.36b to US$1.06b. EPS estimate fell from US$0.115 to US$0.075 per share. Net income forecast to grow 34% next year vs 17% growth forecast for Electronic industry in Hong Kong. Consensus price target down from HK$22.07 to HK$19.44. Share price rose 5.6% to HK$13.90 over the past week.分析記事 • Aug 16We Think Cowell e Holdings (HKG:1415) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Aug 15News Flash: 7 Analysts Think Cowell e Holdings Inc. (HKG:1415) Earnings Are Under ThreatMarket forces rained on the parade of Cowell e Holdings Inc. ( HKG:1415 ) shareholders today, when the analysts...Reported Earnings • Aug 12First half 2023 earnings: EPS and revenues miss analyst expectationsFirst half 2023 results: EPS: US$0.021 (down from US$0.038 in 1H 2022). Revenue: US$366.7m (down 9.4% from 1H 2022). Net income: US$18.0m (down 43% from 1H 2022). Profit margin: 4.9% (down from 7.8% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 33%. Earnings per share (EPS) also missed analyst estimates by 53%. Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 01Cowell e Holdings Inc. to Report First Half, 2023 Results on Aug 10, 2023Cowell e Holdings Inc. announced that they will report first half, 2023 results on Aug 10, 2023分析記事 • Jul 13At HK$15.32, Is It Time To Put Cowell e Holdings Inc. (HKG:1415) On Your Watch List?Cowell e Holdings Inc. ( HKG:1415 ), is not the largest company out there, but it received a lot of attention from a...Recent Insider Transactions Derivative • Jul 04Non Executive Director exercised options and sold HK$3.4m worth of stockOn the 27th of June, Han-Yang Chen exercised 310k options at a strike price of around HK$4.14 and sold these shares for an average price of HK$15.13 per share. This trade did not impact their existing holding. As of today, Han-Yang currently holds no shares directly. Company insiders have collectively sold HK$78m more than they bought, via options and on-market transactions in the last 12 months.Valuation Update With 7 Day Price Move • Jun 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$15.24, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 8x in the Electronic industry in Hong Kong. Total returns to shareholders of 1,037% over the past three years.分析記事 • May 22Cowell e Holdings (HKG:1415) Knows How To Allocate Capital EffectivelyWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to HK$18.18, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 8x in the Electronic industry in Hong Kong. Total returns to shareholders of 1,080% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$35.10 per share.Reported Earnings • May 03Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: US$0.10 (up from US$0.06 in FY 2021). Revenue: US$1.12b (up 40% from FY 2021). Net income: US$84.3m (up 69% from FY 2021). Profit margin: 7.6% (up from 6.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 8.0%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$16.48, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 8x in the Electronic industry in Hong Kong. Total returns to shareholders of 1,115% over the past three years.Recent Insider Transactions Derivative • Apr 16CFO & Executive Director exercised options to buy HK$12m worth of stock.On the 11th of April, Ying-Cheng Wu exercised options to buy 660k shares at a strike price of around HK$4.14, costing a total of HK$2.7m. As of today, Ying-Cheng currently holds no shares directly. Company insiders have collectively bought HK$12m more than they sold, via options and on-market transactions, in the last 12 months.分析記事 • Apr 13Should You Think About Buying Cowell e Holdings Inc. (HKG:1415) Now?Cowell e Holdings Inc. ( HKG:1415 ), is not the largest company out there, but it led the SEHK gainers with a...Recent Insider Transactions Derivative • Apr 06CEO & Executive Chairman of the Board exercised options to buy HK$19m worth of stock.On the 28th of March, Yan Meng exercised options to buy 1m shares at a strike price of around HK$4.14, costing a total of HK$4.1m. As of today, Yan currently holds no shares directly. Company insiders have collectively bought HK$6.5m more than they sold, via options and on-market transactions, in the last 12 months.Recent Insider Transactions Derivative • Mar 30Non Executive Director exercised options to buy HK$10m worth of stock.On the 24th of March, Li Yang exercised options to buy 560k shares at a strike price of around HK$4.14, costing a total of HK$2.3m. As of today, Li currently holds no shares directly. This was the only transaction from an insider over the last 12 months.分析記事 • Mar 24Is Cowell e Holdings (HKG:1415) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Reported Earnings • Mar 24Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: US$0.10 (up from US$0.06 in FY 2021). Revenue: US$1.12b (up 40% from FY 2021). Net income: US$84.3m (up 69% from FY 2021). Profit margin: 7.6% (up from 6.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 8.0%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 114% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 18Here's Why We Think Cowell e Holdings (HKG:1415) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Jan 28Under The Bonnet, Cowell e Holdings' (HKG:1415) Returns Look ImpressiveWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improved over the past weekAfter last week's 15% share price gain to HK$12.52, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 7x in the Electronic industry in Hong Kong. Total returns to shareholders of 695% over the past three years.Valuation Update With 7 Day Price Move • Dec 08Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to HK$11.26, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 7x in the Electronic industry in Hong Kong. Total returns to shareholders of 1,215% over the past three years.分析記事 • Dec 03Is It Time To Consider Buying Cowell e Holdings Inc. (HKG:1415)?While Cowell e Holdings Inc. ( HKG:1415 ) might not be the most widely known stock at the moment, it received a lot of...Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). CEO & Executive Chairman of the Board Yan Meng is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Xia Liu was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 15% share price gain to HK$10.96, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 6x in the Electronic industry in Hong Kong. Total returns to shareholders of 1,231% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$19.35 per share.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to HK$12.32, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 6x in the Electronic industry in Hong Kong. Total returns to shareholders of 1,396% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$23.99 per share.Major Estimate Revision • Aug 24Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from US$1.03b to US$1.05b. EPS estimate increased from US$0.09 to US$0.10 per share. Net income forecast to grow 55% next year vs 11% growth forecast for Electronic industry in Hong Kong. Consensus price target up from HK$17.05 to HK$20.39. Share price was steady at HK$16.68 over the past week.Major Estimate Revision • Aug 24Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from US$1.03b to US$1.05b. EPS estimate increased from US$0.09 to US$0.10 per share. Net income forecast to grow 55% next year vs 11% growth forecast for Electronic industry in Hong Kong. Consensus price target up from HK$17.05 to HK$20.39. Share price was steady at HK$16.68 over the past week.業績と収益の成長予測SEHK:1415 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20287,005428130409412/31/20275,395320148357512/31/20264,32024490220612/31/20253,500197242316N/A9/30/20253,384184175306N/A6/30/20253,269170107295N/A3/31/20252,881145-39179N/A12/31/20242,494119-18464N/A9/30/20241,81982-17817N/A6/30/20241,14345-172-30N/A3/31/20241,03346-7042N/A12/31/20239244733113N/A9/30/20231,0015930113N/A6/30/20231,0787127112N/A3/31/20231,0977815104N/A12/31/20221,11684497N/A9/30/20221,0117151132N/A6/30/20229065997168N/A3/31/20228535468116N/A12/31/2021799503865N/A9/30/2021770432548N/A6/30/2021740371232N/A3/31/2021745404767N/A12/31/20207504281101N/A9/30/2020703505975N/A6/30/2020657573648N/A3/31/2020600433449N/A12/31/2019543293250N/A9/30/201950923N/A58N/A6/30/201947517N/A65N/A3/31/201950616N/A75N/A12/31/201853614N/A85N/A9/30/201860615N/A84N/A6/30/201867516N/A83N/A3/31/201870822N/A72N/A12/31/201774128N/A61N/A9/30/201783631N/A44N/A6/30/201793235N/A27N/A3/31/201792332N/A14N/A12/31/201691528N/A1N/A9/30/201686833N/A23N/A6/30/201682237N/A45N/A3/31/201690149N/A53N/A12/31/201598061N/A61N/A9/30/20151,02465N/A74N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1415の予測収益成長率 (年間23.1% ) は 貯蓄率 ( 3% ) を上回っています。収益対市場: 1415の収益 ( 23.1% ) はHong Kong市場 ( 12.8% ) よりも速いペースで成長すると予測されています。高成長収益: 1415の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 1415の収益 ( 20.3% ) Hong Kong市場 ( 8.9% ) よりも速いペースで成長すると予測されています。高い収益成長: 1415の収益 ( 20.3% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1415の 自己資本利益率 は、3年後には高くなると予測されています ( 28 %)成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/08 00:09終値2026/07/08 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Cowell e Holdings Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15 アナリスト機関Kexin ZhuBofA Global ResearchHanjing WenChina International Capital Corporation LimitedLik Hang NgChina Merchants Securities (HK) Co., Ltd12 その他のアナリストを表示
Major Estimate Revision • Mar 27Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from US$3.26b to US$3.61b. EPS estimate increased from US$0.207 to US$0.222 per share. Net income forecast to grow 68% next year vs 24% growth forecast for Electronic industry in Hong Kong. Consensus price target up from HK$34.37 to HK$39.64. Share price rose 3.0% to HK$30.70 over the past week.
Major Estimate Revision • Mar 28Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.134 to US$0.109 per share. Revenue forecast steady at US$1.87b. Net income forecast to grow 98% next year vs 45% growth forecast for Electronic industry in Hong Kong. Consensus price target up from HK$23.97 to HK$26.53. Share price rose 6.5% to HK$18.72 over the past week.
Major Estimate Revision • Aug 17Consensus revenue estimates fall by 22%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$1.36b to US$1.06b. EPS estimate fell from US$0.115 to US$0.075 per share. Net income forecast to grow 34% next year vs 17% growth forecast for Electronic industry in Hong Kong. Consensus price target down from HK$22.07 to HK$19.44. Share price rose 5.6% to HK$13.90 over the past week.
Major Estimate Revision • Aug 24Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from US$1.03b to US$1.05b. EPS estimate increased from US$0.09 to US$0.10 per share. Net income forecast to grow 55% next year vs 11% growth forecast for Electronic industry in Hong Kong. Consensus price target up from HK$17.05 to HK$20.39. Share price was steady at HK$16.68 over the past week.
Major Estimate Revision • Aug 24Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from US$1.03b to US$1.05b. EPS estimate increased from US$0.09 to US$0.10 per share. Net income forecast to grow 55% next year vs 11% growth forecast for Electronic industry in Hong Kong. Consensus price target up from HK$17.05 to HK$20.39. Share price was steady at HK$16.68 over the past week.
ライブニュース • Jul 05Cowell E Holdings Approves $320 Million Buyback Plan Running Through July 2027Cowell e Holdings has approved a share repurchase plan of up to HK$320 million, running from July 2026 through 3 July 2027, with buybacks of up to 10% of issued shares funded from cash and internal resources and executed under existing and future mandates, subject to market conditions and shareholder approvals. The board states the plan is intended to return value to shareholders, and that any repurchases would concentrate ownership for remaining holders if carried out and reflect management’s stated confidence in the company’s outlook. Cowell e Holdings shares last traded at HK$23.68, with the stock down 16.0% year to date, so the size and timing of any actual repurchases could be closely watched relative to that recent performance. The key consideration is whether buybacks turn out to be an efficient use of cash versus reinvestment or dividends, since the plan only creates potential support for the share count and does not guarantee execution.
Upcoming Dividend • Jun 01Upcoming dividend of HK$0.35 per shareEligible shareholders must have bought the stock before 08 June 2026. Payment date: 03 July 2026. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Hong Kong dividend payers (6.9%). Lower than average of industry peers (2.4%).
お知らせ • May 28Cowell e Holdings Inc. Approves Final Dividend for the Year Ended 31 December, 2025Cowell e Holdings Inc. at the AGM held on 28 May 2026 approved a final dividend of HKD 0.35 per ordinary share in respect of the year ended 31 December, 2025.
Valuation Update With 7 Day Price Move • Apr 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to HK$33.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Electronic industry in Hong Kong. Total returns to shareholders of 121% over the past three years.
Reported Earnings • Mar 31Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: US$0.23 (up from US$0.14 in FY 2024). Revenue: US$3.50b (up 40% from FY 2024). Net income: US$196.9m (up 65% from FY 2024). Profit margin: 5.6% (up from 4.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 5.1%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 30Cowell e Holdings Inc., Annual General Meeting, May 28, 2026Cowell e Holdings Inc., Annual General Meeting, May 28, 2026.
お知らせ • Mar 18Cowell e Holdings Inc. to Report Fiscal Year 2025 Results on Mar 30, 2026Cowell e Holdings Inc. announced that they will report fiscal year 2025 results on Mar 30, 2026
分析記事 • Feb 10With Cowell e Holdings Inc. (HKG:1415) It Looks Like You'll Get What You Pay ForWith a price-to-earnings (or "P/E") ratio of 19x Cowell e Holdings Inc. ( HKG:1415 ) may be sending very bearish...
分析記事 • Jan 19Cowell e Holdings (HKG:1415) Is Very Good At Capital AllocationWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
分析記事 • Dec 29With EPS Growth And More, Cowell e Holdings (HKG:1415) Makes An Interesting CaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Dec 10Is Cowell e Holdings Inc. (HKG:1415) Trading At A 48% Discount?Key Insights The projected fair value for Cowell e Holdings is HK$55.52 based on 2 Stage Free Cash Flow to Equity...
分析記事 • Nov 23Here's Why Cowell e Holdings (HKG:1415) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Nov 07What You Can Learn From Cowell e Holdings Inc.'s (HKG:1415) P/E After Its 25% Share Price CrashThe Cowell e Holdings Inc. ( HKG:1415 ) share price has softened a substantial 25% over the previous 30 days, handing...
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to HK$33.38, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Electronic industry in Hong Kong. Total returns to shareholders of 191% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$52.74 per share.
分析記事 • Sep 25Cowell e Holdings' (HKG:1415) Strong Earnings Are Of Good QualityCowell e Holdings Inc. ( HKG:1415 ) recently posted some strong earnings, and the market responded positively. We did...
Reported Earnings • Sep 23First half 2025 earnings: EPS misses analyst expectationsFirst half 2025 results: EPS: US$0.078 (up from US$0.019 in 1H 2024). Revenue: US$1.36b (up 132% from 1H 2024). Net income: US$67.4m (up 320% from 1H 2024). Profit margin: 5.0% (up from 2.7% in 1H 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Sep 22Cowell e Holdings Inc. (HKG:1415) Stocks Shoot Up 29% But Its P/E Still Looks ReasonableCowell e Holdings Inc. ( HKG:1415 ) shares have continued their recent momentum with a 29% gain in the last month...
Recent Insider Transactions Derivative • Sep 20CEO, CFO & Executive Director exercised options and sold HK$16m worth of stockOn the 15th of September, Ying-Cheng Wu exercised 500k options at a strike price of around HK$4.14 and sold these shares for an average price of HK$35.38 per share. This trade did not impact their existing holding. For the year to December 2021, Ying-Cheng's total compensation was 82% salary and 18% non-salary. As of today, Ying-Cheng currently holds no shares directly. Company insiders have collectively sold HK$51m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Aug 23First half 2025 earnings: EPS misses analyst expectationsFirst half 2025 results: EPS: US$0.078 (up from US$0.019 in 1H 2024). Revenue: US$1.36b (up 132% from 1H 2024). Net income: US$67.4m (up 320% from 1H 2024). Profit margin: 5.0% (up from 2.7% in 1H 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 22The Trend Of High Returns At Cowell e Holdings (HKG:1415) Has Us Very InterestedDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$31.52, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 11x in the Electronic industry in Hong Kong. Total returns to shareholders of 87% over the past three years.
お知らせ • Aug 12Cowell e Holdings Inc. to Report First Half, 2025 Results on Aug 21, 2025Cowell e Holdings Inc. announced that they will report first half, 2025 results on Aug 21, 2025
分析記事 • Jul 29Do Cowell e Holdings' (HKG:1415) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Jul 02Cowell e Holdings Inc.'s (HKG:1415) 30% Jump Shows Its Popularity With InvestorsCowell e Holdings Inc. ( HKG:1415 ) shares have had a really impressive month, gaining 30% after a shaky period...
Reported Earnings • Apr 25Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$0.14 (up from US$0.055 in FY 2023). Revenue: US$2.49b (up 170% from FY 2023). Net income: US$119.1m (up 156% from FY 2023). Profit margin: 4.8% (down from 5.0% in FY 2023). Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Apr 07Why We're Not Concerned Yet About Cowell e Holdings Inc.'s (HKG:1415) 43% Share Price PlungeThe Cowell e Holdings Inc. ( HKG:1415 ) share price has fared very poorly over the last month, falling by a substantial...
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to HK$24.90, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 9x in the Electronic industry in Hong Kong. Total returns to shareholders of 231% over the past three years.
Major Estimate Revision • Mar 27Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from US$3.26b to US$3.61b. EPS estimate increased from US$0.207 to US$0.222 per share. Net income forecast to grow 68% next year vs 24% growth forecast for Electronic industry in Hong Kong. Consensus price target up from HK$34.37 to HK$39.64. Share price rose 3.0% to HK$30.70 over the past week.
分析記事 • Mar 25Industry Analysts Just Made A Substantial Upgrade To Their Cowell e Holdings Inc. (HKG:1415) Revenue ForecastsCowell e Holdings Inc. ( HKG:1415 ) shareholders will have a reason to smile today, with the analysts making...
Reported Earnings • Mar 21Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$0.14 (up from US$0.055 in FY 2023). Revenue: US$2.49b (up 170% from FY 2023). Net income: US$119.1m (up 156% from FY 2023). Profit margin: 4.8% (down from 5.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 20Cowell e Holdings Inc., Annual General Meeting, May 29, 2025Cowell e Holdings Inc., Annual General Meeting, May 29, 2025.
分析記事 • Mar 11Returns Are Gaining Momentum At Cowell e Holdings (HKG:1415)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Mar 10Cowell e Holdings Inc. to Report Fiscal Year 2024 Results on Mar 20, 2025Cowell e Holdings Inc. announced that they will report fiscal year 2024 results on Mar 20, 2025
分析記事 • Jan 07Is Cowell e Holdings Inc. (HKG:1415) Trading At A 39% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, Cowell e Holdings fair value estimate is HK$45.06 Current...
Recent Insider Transactions Derivative • Dec 13CFO & Executive Director exercised options and sold HK$4.0m worth of stockOn the 10th of December, Ying-Cheng Wu exercised 160k options at a strike price of around HK$4.14 and sold these shares for an average price of HK$29.00 per share. This trade did not impact their existing holding. As of today, Ying-Cheng currently holds no shares directly. Company insiders have collectively sold HK$36m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Dec 09Investors Will Want Cowell e Holdings' (HKG:1415) Growth In ROCE To PersistThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$27.10, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 9x in the Electronic industry in Hong Kong. Total returns to shareholders of 149% over the past three years.
分析記事 • Nov 10Does Cowell e Holdings (HKG:1415) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$26.70, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 10x in the Electronic industry in Hong Kong. Total returns to shareholders of 286% over the past three years.
分析記事 • Sep 18Why Cowell e Holdings' (HKG:1415) Shaky Earnings Are Just The Beginning Of Its ProblemsA lackluster earnings announcement from Cowell e Holdings Inc. ( HKG:1415 ) last week didn't sink the stock price. We...
分析記事 • Sep 16The Price Is Right For Cowell e Holdings Inc. (HKG:1415)Cowell e Holdings Inc.'s ( HKG:1415 ) price-to-earnings (or "P/E") ratio of 51.5x might make it look like a strong sell...
Reported Earnings • Aug 18First half 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst half 2024 results: EPS: US$0.019 (down from US$0.021 in 1H 2023). Revenue: US$585.9m (up 60% from 1H 2023). Net income: US$16.0m (down 11% from 1H 2023). Profit margin: 2.7% (down from 4.9% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 29%. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 16At HK$23.45, Is Cowell e Holdings Inc. (HKG:1415) Worth Looking At Closely?While Cowell e Holdings Inc. ( HKG:1415 ) might not have the largest market cap around , it saw a significant share...
お知らせ • Aug 05Cowell e Holdings Inc. to Report First Half, 2024 Results on Aug 15, 2024Cowell e Holdings Inc. announced that they will report first half, 2024 results on Aug 15, 2024
分析記事 • Jul 22Cowell e Holdings (HKG:1415) Is Looking To Continue Growing Its Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Recent Insider Transactions Derivative • Jun 25Non Executive Director exercised options and sold HK$2.4m worth of stockOn the 18th of June, Li Yang exercised 120k options at a strike price of around HK$4.14 and sold these shares for an average price of HK$24.22 per share. This trade did not impact their existing holding. Li currently holds less than 1% of total shares outstanding. Company insiders have collectively sold HK$29m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Jun 24Non Executive Director recently sold HK$2.9m worth of stockOn the 18th of June, Li Yang sold around 120k shares on-market at roughly HK$24.22 per share. This transaction amounted to 7.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$24.15, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 11x in the Electronic industry in Hong Kong. Total returns to shareholders of 397% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$11.26 per share.
分析記事 • Jun 04Cowell e Holdings Inc.'s (HKG:1415) Price In Tune With EarningsCowell e Holdings Inc.'s ( HKG:1415 ) price-to-earnings (or "P/E") ratio of 50.7x might make it look like a strong sell...
Recent Insider Transactions Derivative • Jun 01Non Executive Director exercised options and sold HK$3.4m worth of stockOn the 27th of May, Han-Yang Chen exercised 200k options at a strike price of around HK$4.14 and sold these shares for an average price of HK$21.08 per share. This trade did not impact their existing holding. As of today, Han-Yang currently holds no shares directly. Company insiders have collectively sold HK$16m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • May 12Does Cowell e Holdings (HKG:1415) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Apr 16Cowell e Holdings (HKG:1415) Is Doing The Right Things To Multiply Its Share PriceWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Major Estimate Revision • Mar 28Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.134 to US$0.109 per share. Revenue forecast steady at US$1.87b. Net income forecast to grow 98% next year vs 45% growth forecast for Electronic industry in Hong Kong. Consensus price target up from HK$23.97 to HK$26.53. Share price rose 6.5% to HK$18.72 over the past week.
分析記事 • Mar 23Why Cowell e Holdings Inc. (HKG:1415) Could Be Worth WatchingCowell e Holdings Inc. ( HKG:1415 ), is not the largest company out there, but it saw a double-digit share price rise...
お知らせ • Mar 22Cowell e Holdings Inc., Annual General Meeting, May 23, 2024Cowell e Holdings Inc., Annual General Meeting, May 23, 2024.
Reported Earnings • Mar 22Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: US$0.055 (down from US$0.10 in FY 2022). Revenue: US$923.8m (down 17% from FY 2022). Net income: US$46.6m (down 45% from FY 2022). Profit margin: 5.0% (down from 7.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 28%. Revenue is forecast to grow 45% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 12Cowell e Holdings Inc. to Report Fiscal Year 2023 Results on Mar 21, 2024Cowell e Holdings Inc. announced that they will report fiscal year 2023 results on Mar 21, 2024
分析記事 • Feb 19Cowell e Holdings Inc.'s (HKG:1415) Intrinsic Value Is Potentially 81% Above Its Share PriceKey Insights The projected fair value for Cowell e Holdings is HK$31.33 based on 2 Stage Free Cash Flow to Equity...
Valuation Update With 7 Day Price Move • Jan 31Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$16.00, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 7x in the Electronic industry in Hong Kong. Total returns to shareholders of 173% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$28.62 per share.
分析記事 • Jan 28What You Can Learn From Cowell e Holdings Inc.'s (HKG:1415) P/EWhen close to half the companies in Hong Kong have price-to-earnings ratios (or "P/E's") below 8x, you may consider...
分析記事 • Dec 17Cowell e Holdings (HKG:1415) Could Become A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
分析記事 • Nov 29Is Cowell e Holdings (HKG:1415) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Nov 07Estimating The Intrinsic Value Of Cowell e Holdings Inc. (HKG:1415)Key Insights Cowell e Holdings' estimated fair value is HK$23.82 based on 2 Stage Free Cash Flow to Equity Cowell e...
Buying Opportunity • Oct 31Now 22% undervaluedOver the last 90 days, the stock is up 34%. The fair value is estimated to be HK$23.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 105% in 2 years. Earnings is forecast to grow by 116% in the next 2 years.
分析記事 • Oct 18Should You Think About Buying Cowell e Holdings Inc. (HKG:1415) Now?While Cowell e Holdings Inc. ( HKG:1415 ) might not be the most widely known stock at the moment, it led the SEHK...
Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improves as stock rises 22%After last week's 22% share price gain to HK$17.86, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 7x in the Electronic industry in Hong Kong. Total returns to shareholders of 320% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$34.42 per share.
New Risk • Sep 11New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
分析記事 • Sep 07Returns On Capital Are A Standout For Cowell e Holdings (HKG:1415)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Major Estimate Revision • Aug 17Consensus revenue estimates fall by 22%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$1.36b to US$1.06b. EPS estimate fell from US$0.115 to US$0.075 per share. Net income forecast to grow 34% next year vs 17% growth forecast for Electronic industry in Hong Kong. Consensus price target down from HK$22.07 to HK$19.44. Share price rose 5.6% to HK$13.90 over the past week.
分析記事 • Aug 16We Think Cowell e Holdings (HKG:1415) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Aug 15News Flash: 7 Analysts Think Cowell e Holdings Inc. (HKG:1415) Earnings Are Under ThreatMarket forces rained on the parade of Cowell e Holdings Inc. ( HKG:1415 ) shareholders today, when the analysts...
Reported Earnings • Aug 12First half 2023 earnings: EPS and revenues miss analyst expectationsFirst half 2023 results: EPS: US$0.021 (down from US$0.038 in 1H 2022). Revenue: US$366.7m (down 9.4% from 1H 2022). Net income: US$18.0m (down 43% from 1H 2022). Profit margin: 4.9% (down from 7.8% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 33%. Earnings per share (EPS) also missed analyst estimates by 53%. Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 01Cowell e Holdings Inc. to Report First Half, 2023 Results on Aug 10, 2023Cowell e Holdings Inc. announced that they will report first half, 2023 results on Aug 10, 2023
分析記事 • Jul 13At HK$15.32, Is It Time To Put Cowell e Holdings Inc. (HKG:1415) On Your Watch List?Cowell e Holdings Inc. ( HKG:1415 ), is not the largest company out there, but it received a lot of attention from a...
Recent Insider Transactions Derivative • Jul 04Non Executive Director exercised options and sold HK$3.4m worth of stockOn the 27th of June, Han-Yang Chen exercised 310k options at a strike price of around HK$4.14 and sold these shares for an average price of HK$15.13 per share. This trade did not impact their existing holding. As of today, Han-Yang currently holds no shares directly. Company insiders have collectively sold HK$78m more than they bought, via options and on-market transactions in the last 12 months.
Valuation Update With 7 Day Price Move • Jun 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$15.24, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 8x in the Electronic industry in Hong Kong. Total returns to shareholders of 1,037% over the past three years.
分析記事 • May 22Cowell e Holdings (HKG:1415) Knows How To Allocate Capital EffectivelyWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to HK$18.18, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 8x in the Electronic industry in Hong Kong. Total returns to shareholders of 1,080% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$35.10 per share.
Reported Earnings • May 03Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: US$0.10 (up from US$0.06 in FY 2021). Revenue: US$1.12b (up 40% from FY 2021). Net income: US$84.3m (up 69% from FY 2021). Profit margin: 7.6% (up from 6.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 8.0%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$16.48, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 8x in the Electronic industry in Hong Kong. Total returns to shareholders of 1,115% over the past three years.
Recent Insider Transactions Derivative • Apr 16CFO & Executive Director exercised options to buy HK$12m worth of stock.On the 11th of April, Ying-Cheng Wu exercised options to buy 660k shares at a strike price of around HK$4.14, costing a total of HK$2.7m. As of today, Ying-Cheng currently holds no shares directly. Company insiders have collectively bought HK$12m more than they sold, via options and on-market transactions, in the last 12 months.
分析記事 • Apr 13Should You Think About Buying Cowell e Holdings Inc. (HKG:1415) Now?Cowell e Holdings Inc. ( HKG:1415 ), is not the largest company out there, but it led the SEHK gainers with a...
Recent Insider Transactions Derivative • Apr 06CEO & Executive Chairman of the Board exercised options to buy HK$19m worth of stock.On the 28th of March, Yan Meng exercised options to buy 1m shares at a strike price of around HK$4.14, costing a total of HK$4.1m. As of today, Yan currently holds no shares directly. Company insiders have collectively bought HK$6.5m more than they sold, via options and on-market transactions, in the last 12 months.
Recent Insider Transactions Derivative • Mar 30Non Executive Director exercised options to buy HK$10m worth of stock.On the 24th of March, Li Yang exercised options to buy 560k shares at a strike price of around HK$4.14, costing a total of HK$2.3m. As of today, Li currently holds no shares directly. This was the only transaction from an insider over the last 12 months.
分析記事 • Mar 24Is Cowell e Holdings (HKG:1415) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Reported Earnings • Mar 24Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: US$0.10 (up from US$0.06 in FY 2021). Revenue: US$1.12b (up 40% from FY 2021). Net income: US$84.3m (up 69% from FY 2021). Profit margin: 7.6% (up from 6.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 8.0%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Electronic industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 114% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 18Here's Why We Think Cowell e Holdings (HKG:1415) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Jan 28Under The Bonnet, Cowell e Holdings' (HKG:1415) Returns Look ImpressiveWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improved over the past weekAfter last week's 15% share price gain to HK$12.52, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 7x in the Electronic industry in Hong Kong. Total returns to shareholders of 695% over the past three years.
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to HK$11.26, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 7x in the Electronic industry in Hong Kong. Total returns to shareholders of 1,215% over the past three years.
分析記事 • Dec 03Is It Time To Consider Buying Cowell e Holdings Inc. (HKG:1415)?While Cowell e Holdings Inc. ( HKG:1415 ) might not be the most widely known stock at the moment, it received a lot of...
Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). CEO & Executive Chairman of the Board Yan Meng is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Xia Liu was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 15% share price gain to HK$10.96, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 6x in the Electronic industry in Hong Kong. Total returns to shareholders of 1,231% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$19.35 per share.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to HK$12.32, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 6x in the Electronic industry in Hong Kong. Total returns to shareholders of 1,396% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$23.99 per share.
Major Estimate Revision • Aug 24Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from US$1.03b to US$1.05b. EPS estimate increased from US$0.09 to US$0.10 per share. Net income forecast to grow 55% next year vs 11% growth forecast for Electronic industry in Hong Kong. Consensus price target up from HK$17.05 to HK$20.39. Share price was steady at HK$16.68 over the past week.
Major Estimate Revision • Aug 24Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from US$1.03b to US$1.05b. EPS estimate increased from US$0.09 to US$0.10 per share. Net income forecast to grow 55% next year vs 11% growth forecast for Electronic industry in Hong Kong. Consensus price target up from HK$17.05 to HK$20.39. Share price was steady at HK$16.68 over the past week.