Cowell e Holdings (HKG:1415) Is Very Good At Capital Allocation
Jan 19
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Hong Kong (HSI) Electronic Components Industry Analysis
UpdatedJan 22, 2026
DataAggregated Company Financials
Companies18
- 7D5.5%
- 3M-4.8%
- 1Y18.2%
- YTDn/a
The Electronic Components industry is up 5.5% in the last week, with Kingboard Laminates Holdings up 16%. In the last 12 months, the industry was up 18%. Earnings are forecast to grow by 23% annually.
Industry Valuation and Performance
Has the Hong Kong Electronic Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 23 Jan 2026 | HK$222.6b | HK$200.9b | HK$9.8b | 19x | 22.8x | 1.1x |
| Sun, 21 Dec 2025 | HK$209.4b | HK$200.2b | HK$9.7b | 18.1x | 21.5x | 1x |
| Tue, 18 Nov 2025 | HK$212.7b | HK$199.1b | HK$8.5b | 19.6x | 25.1x | 1.1x |
| Thu, 16 Oct 2025 | HK$243.8b | HK$199.0b | HK$8.5b | 23.2x | 28.8x | 1.2x |
| Sat, 13 Sep 2025 | HK$231.1b | HK$199.2b | HK$8.5b | 23.5x | 27.3x | 1.2x |
| Mon, 11 Aug 2025 | HK$203.8b | HK$190.6b | HK$6.5b | 19.1x | 31.3x | 1.1x |
| Wed, 09 Jul 2025 | HK$192.0b | HK$197.6b | HK$6.5b | 18.7x | 29.4x | 1x |
| Fri, 06 Jun 2025 | HK$169.9b | HK$197.3b | HK$3.5b | 15.9x | 48.1x | 0.9x |
| Sun, 04 May 2025 | HK$167.5b | HK$195.5b | HK$3.4b | 14.8x | 48.6x | 0.9x |
| Tue, 01 Apr 2025 | HK$181.4b | HK$196.0b | HK$3.5b | 15.1x | 52.3x | 0.9x |
| Thu, 27 Feb 2025 | HK$218.1b | HK$181.5b | HK$5.3b | 14.9x | 40.9x | 1.2x |
| Sat, 25 Jan 2025 | HK$191.3b | HK$181.8b | HK$5.3b | 20.6x | 35.8x | 1.1x |
| Mon, 23 Dec 2024 | HK$175.9b | HK$181.3b | HK$5.3b | 16.1x | 33x | 1x |
| Wed, 20 Nov 2024 | HK$158.9b | HK$181.5b | HK$5.4b | 12.7x | 29.5x | 0.9x |
| Fri, 18 Oct 2024 | HK$141.1b | HK$182.1b | HK$5.4b | 12.7x | 26.3x | 0.8x |
| Sun, 15 Sep 2024 | HK$121.2b | HK$181.3b | HK$5.5b | 10.5x | 22.2x | 0.7x |
| Tue, 13 Aug 2024 | HK$127.7b | HK$167.3b | HK$3.8b | 16.1x | 33.3x | 0.8x |
| Thu, 11 Jul 2024 | HK$153.4b | HK$167.0b | HK$3.8b | 26.2x | 40x | 0.9x |
| Sat, 08 Jun 2024 | HK$142.3b | HK$168.0b | HK$4.3b | 17.3x | 32.7x | 0.8x |
| Mon, 06 May 2024 | HK$128.5b | HK$168.0b | HK$4.4b | 15.5x | 29.5x | 0.8x |
| Wed, 03 Apr 2024 | HK$121.8b | HK$168.2b | HK$4.4b | 14.9x | 28x | 0.7x |
| Fri, 01 Mar 2024 | HK$118.8b | HK$169.2b | HK$6.2b | 9.5x | 19.3x | 0.7x |
| Sun, 28 Jan 2024 | HK$127.4b | HK$171.7b | HK$6.3b | 11.9x | 20.2x | 0.7x |
| Tue, 26 Dec 2023 | HK$154.5b | HK$171.7b | HK$6.3b | 13.3x | 24.5x | 0.9x |
| Thu, 23 Nov 2023 | HK$153.0b | HK$171.8b | HK$6.5b | 13x | 23.4x | 0.9x |
| Sat, 21 Oct 2023 | HK$145.9b | HK$171.2b | HK$6.5b | 13.6x | 22.4x | 0.9x |
| Mon, 18 Sep 2023 | HK$139.4b | HK$171.5b | HK$6.5b | 12.4x | 21.4x | 0.8x |
| Wed, 16 Aug 2023 | HK$150.5b | HK$193.8b | HK$10.2b | 11.4x | 14.8x | 0.8x |
| Fri, 14 Jul 2023 | HK$172.3b | HK$197.2b | HK$11.1b | 9.9x | 15.6x | 0.9x |
| Sun, 11 Jun 2023 | HK$168.1b | HK$197.7b | HK$11.0b | 7.7x | 15.3x | 0.9x |
| Tue, 09 May 2023 | HK$179.3b | HK$199.3b | HK$11.1b | 8x | 16.1x | 0.9x |
| Thu, 06 Apr 2023 | HK$195.9b | HK$199.6b | HK$11.2b | 10.4x | 17.5x | 1x |
| Sat, 04 Mar 2023 | HK$212.2b | HK$218.0b | HK$20.9b | 6.4x | 10.2x | 1x |
| Mon, 30 Jan 2023 | HK$239.6b | HK$218.5b | HK$20.9b | 6.5x | 11.4x | 1.1x |
Price to Earnings Ratio
11.4x
Current Industry PE
- Investors are pessimistic on the Hong Kong Electronic Components industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 22.8x which is lower than its 3-year average PE of 26.7x.
- The 3-year average PS ratio of 0.91x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Electronic Components industry have declined 22% per year over the last three years,
- Revenues have also declined 2.8% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Comparison
How does Hong Kong Electronic Components compare with similar industries?
| HK Market | -0.80% | |
| Tech | -0.63% | |
| Electronic Equipment and Components | 2.90% | |
| Electronic Components | 5.53% | |
| Electronic Equipment and Instruments | 2.46% | |
| Technology Distributors | -1.36% | |
| Electronic Manufacturing Services | -2.07% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1888 Kingboard Laminates Holdings | HK$14.82 | 13.4% +HK$5.5b | 84.6% | PE30.3x | |
| 148 Kingboard Holdings | HK$31.00 | 7.3% +HK$2.3b | 48.0% | PE12.7x | |
| 1415 Cowell e Holdings | HK$31.78 | 3.7% +HK$989.7m | 18.6% | PE20.8x | |
| 9609 Hebei Haiwei Electronic New Material Technology | HK$12.03 | 39.9% +HK$552.0m | n/a | PE19.3x | |
| 8375 Data Union Capital International Holdings Group | HK$2.00 | 25.8% +HK$233.3m | -46.8% | PS8x |
