공고 • May 28
Cowell e Holdings Inc. Approves Final Dividend for the Year Ended 31 December, 2025 Cowell 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. Board Change • May 20
Less than half of directors are independent No 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. 공고 • Mar 30
Cowell e Holdings Inc., Annual General Meeting, May 28, 2026 Cowell e Holdings Inc., Annual General Meeting, May 28, 2026. 공고 • Mar 18
Cowell e Holdings Inc. to Report Fiscal Year 2025 Results on Mar 30, 2026 Cowell e Holdings Inc. announced that they will report fiscal year 2025 results on Mar 30, 2026 공고 • Aug 12
Cowell e Holdings Inc. to Report First Half, 2025 Results on Aug 21, 2025 Cowell e Holdings Inc. announced that they will report first half, 2025 results on Aug 21, 2025 공고 • Mar 20
Cowell e Holdings Inc., Annual General Meeting, May 29, 2025 Cowell e Holdings Inc., Annual General Meeting, May 29, 2025. 공고 • Mar 10
Cowell e Holdings Inc. to Report Fiscal Year 2024 Results on Mar 20, 2025 Cowell e Holdings Inc. announced that they will report fiscal year 2024 results on Mar 20, 2025 Valuation Update With 7 Day Price Move • Nov 01
Investor 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 18
First 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. 공고 • Aug 05
Cowell e Holdings Inc. to Report First Half, 2024 Results on Aug 15, 2024 Cowell e Holdings Inc. announced that they will report first half, 2024 results on Aug 15, 2024 Recent Insider Transactions • Jun 24
Non Executive Director recently sold HK$2.9m worth of stock On 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 17
Investor 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. 공고 • Mar 22
Cowell e Holdings Inc., Annual General Meeting, May 23, 2024 Cowell e Holdings Inc., Annual General Meeting, May 23, 2024. Reported Earnings • Mar 22
Full 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. 공고 • Mar 12
Cowell e Holdings Inc. to Report Fiscal Year 2023 Results on Mar 21, 2024 Cowell e Holdings Inc. announced that they will report fiscal year 2023 results on Mar 21, 2024 Valuation Update With 7 Day Price Move • Jan 31
Investor 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 31
Now 21% undervalued Over 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 12
Investor 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 11
New major risk - Earnings quality The 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 12
First 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. 공고 • Aug 01
Cowell e Holdings Inc. to Report First Half, 2023 Results on Aug 10, 2023 Cowell e Holdings Inc. announced that they will report first half, 2023 results on Aug 10, 2023 Valuation Update With 7 Day Price Move • Jun 06
Investor 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 16
Investor 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 20
Investor 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 24
Full 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 15
Less than half of directors are independent There 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.