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20.8%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更新なしすべての更新を表示Recent updatesBoard Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). 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. Insufficient board refreshment.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お知らせ • Mar 20Cowell e Holdings Inc., Annual General Meeting, May 29, 2025Cowell e Holdings Inc., Annual General Meeting, May 29, 2025.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, 2025Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$24.10, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 9x in the Electronic industry in Hong Kong. Total returns to shareholders of 29% over the past year.Reported Earnings • Aug 18First half 2024 earnings released: EPS: US$0.019 (vs US$0.021 in 1H 2023)First 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 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.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, 2024Recent 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 35% over the past year. Simply Wall St's valuation model estimates the intrinsic value at HK$11.33 per share.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 released: EPS: US$0.055 (vs US$0.10 in FY 2022)Full 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 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.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, 2024Valuation 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 19x. Average forward P/E is 7x in the Electronic industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$28.52 per share.Buying Opportunity • Oct 31Now 21% undervaluedOver the last 90 days, the stock is up 34%. The fair value is estimated to be HK$23.87, 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.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. Simply Wall St's valuation model estimates the intrinsic value at HK$34.57 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.Reported Earnings • Aug 12First half 2023 earnings released: EPS: US$0.021 (vs US$0.038 in 1H 2022)First 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 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.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, 2023Valuation 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.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. Simply Wall St's valuation model estimates the intrinsic value at HK$35.13 per share.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.Reported Earnings • Mar 24Full year 2022 earnings released: EPS: US$0.10 (vs US$0.06 in FY 2021)Full 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 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.Board Change • Mar 15Less 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.業績と収益の成長予測SHSC: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/A6/30/20151,06870N/A87N/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 ( 12.6% ) 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 ( 8.7% ) 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2026/05/24 21:27終値2026/05/22 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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
Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). 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. Insufficient board refreshment.
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
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
お知らせ • Mar 20Cowell e Holdings Inc., Annual General Meeting, May 29, 2025Cowell e Holdings Inc., Annual General Meeting, May 29, 2025.
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
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$24.10, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 9x in the Electronic industry in Hong Kong. Total returns to shareholders of 29% over the past year.
Reported Earnings • Aug 18First half 2024 earnings released: EPS: US$0.019 (vs US$0.021 in 1H 2023)First 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 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.
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
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 35% over the past year. Simply Wall St's valuation model estimates the intrinsic value at HK$11.33 per share.
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 released: EPS: US$0.055 (vs US$0.10 in FY 2022)Full 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 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.
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
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 19x. Average forward P/E is 7x in the Electronic industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$28.52 per share.
Buying Opportunity • Oct 31Now 21% undervaluedOver the last 90 days, the stock is up 34%. The fair value is estimated to be HK$23.87, 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.
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. Simply Wall St's valuation model estimates the intrinsic value at HK$34.57 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.
Reported Earnings • Aug 12First half 2023 earnings released: EPS: US$0.021 (vs US$0.038 in 1H 2022)First 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 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.
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
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.
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. Simply Wall St's valuation model estimates the intrinsic value at HK$35.13 per share.
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.
Reported Earnings • Mar 24Full year 2022 earnings released: EPS: US$0.10 (vs US$0.06 in FY 2021)Full 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 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.
Board Change • Mar 15Less 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.