View ValuationCowell e Holdings 향후 성장Future 기준 점검 6/6Cowell e Holdings (는) 각각 연간 23.1% 및 20.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 22.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 28% 로 예상됩니다.핵심 정보23.1%이익 성장률22.63%EPS 성장률Electronic 이익 성장23.0%매출 성장률20.3%향후 자기자본이익률28.01%애널리스트 커버리지Good마지막 업데이트08 May 2026최근 향후 성장 업데이트Major 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.모든 업데이트 보기Recent updatesUpcoming 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%).공시 • 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.공시 • Mar 30Cowell e Holdings Inc., Annual General Meeting, May 28, 2026Cowell e Holdings Inc., Annual General Meeting, May 28, 2026.공시 • 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, 2026분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.공시 • 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, 2025분석 기사 • 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...분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.공시 • Mar 20Cowell e Holdings Inc., Annual General Meeting, May 29, 2025Cowell e Holdings Inc., Annual General Meeting, May 29, 2025.분석 기사 • 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...공시 • 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, 2025분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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...분석 기사 • 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.분석 기사 • 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...공시 • 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, 2024분석 기사 • 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.분석 기사 • 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.분석 기사 • 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...분석 기사 • 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.분석 기사 • 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...공시 • 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.공시 • 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, 2024분석 기사 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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...분석 기사 • 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.공시 • 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, 2023분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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...분석 기사 • 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.분석 기사 • 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.Reported Earnings • Aug 12First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down US$22.5m from profit in 1H 2021). Profit margin: (down from 7.6% in 1H 2021). Over the next year, revenue is forecast to grow 27%, compared to a 3.5% growth forecast for the industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 131% per year, which means it is tracking significantly ahead of earnings growth.이익 및 매출 성장 예측SEHK:1415 - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20287,005428130409412/31/20275,395320148357512/31/20264,32024490220612/31/20253,500197242316N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1415 의 연간 예상 수익 증가율(23.1%)이 saving rate(3%)보다 높습니다.수익 vs 시장: 1415 의 연간 수익(23.1%)이 Hong Kong 시장(12.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 1415 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 1415 의 수익(연간 20.3%)이 Hong Kong 시장(연간 8.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 1415 의 수익(연간 20.3%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1415의 자본 수익률은 3년 후 28%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/13 17:09종가2026/06/12 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Cowell e Holdings Inc.는 15명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kexin ZhuBofA Global ResearchHanjing WenChina International Capital Corporation LimitedLik Hang NgChina Merchants Securities (HK) Co., Ltd12명의 분석가 더 보기
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.
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%).
공시 • 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.
공시 • Mar 30Cowell e Holdings Inc., Annual General Meeting, May 28, 2026Cowell e Holdings Inc., Annual General Meeting, May 28, 2026.
공시 • 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
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.
공시 • 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
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.
공시 • Mar 20Cowell e Holdings Inc., Annual General Meeting, May 29, 2025Cowell e Holdings Inc., Annual General Meeting, May 29, 2025.
분석 기사 • 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...
공시 • 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
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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...
공시 • 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
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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...
공시 • 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.
공시 • 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
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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.
공시 • 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
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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.
Reported Earnings • Aug 12First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down US$22.5m from profit in 1H 2021). Profit margin: (down from 7.6% in 1H 2021). Over the next year, revenue is forecast to grow 27%, compared to a 3.5% growth forecast for the industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 131% per year, which means it is tracking significantly ahead of earnings growth.