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 성장20.8%매출 성장률20.3%향후 자기자본이익률28.01%애널리스트 커버리지Good마지막 업데이트08 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent 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.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, 2026공시 • 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, 2025공시 • Mar 20Cowell e Holdings Inc., Annual General Meeting, May 29, 2025Cowell e Holdings Inc., Annual General Meeting, May 29, 2025.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, 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.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, 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.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 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.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, 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.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, 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.이익 및 매출 성장 예측SZSC: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 분석2026/05/22 13:25종가2026/05/22 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
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.
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
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
공시 • Mar 20Cowell e Holdings Inc., Annual General Meeting, May 29, 2025Cowell e Holdings Inc., Annual General Meeting, May 29, 2025.
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
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.
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
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.
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 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.
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
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.
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
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.