HUCOWEL@EC2610A(26382.HK)

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HUCOWEL@EC2610A
26382.HK
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COWELL (1415.HK): Main capital fluctuations are active, AI hardware orders frequently bring good news, and high-level divergences are gradually increasing

On February 3rd, COWELL continued to strengthen during the trading session, with active main funds driving the stock price to rise multiple times. The electronic components sector performed outstandingly, especially as AI hardware-related companies received attention from multiple institutions this week, with new orders and positive news about customer collaborations serving as catalysts for right-side trading. During the session, the company announced an increase in its AI camera module project, and there was a noticeable follow-up from funds after the market closed. The market saw multiple instances of increased volume and price surges, but as it approached the previous high pressure zone, divergences increased, and some funds actively adjusted their positions. The technical structure remains bullish, with the 5-day and 10-day moving averages forming technical support. In terms of the industry, the tight IC supply chain situation has improved, and the recovery in terminal demand has enhanced the sector's attractiveness. After further release of overall trading volume, short-term divergences and fluctuations have intensified, and the risk of high-level plunges needs to be monitored. It is essential to dynamically monitor the distribution of main funds and real-time market changes, avoiding blind chasing of highs, and paying attention to controlling the risks of chasing up and subsequent pullbacks

Technical Forecast·
HK
01415
-1.76%
Technical Forecast·
HK
01415
-1.76%

JP Morgan expects COWELL to see strong profit growth in the next two years, with a target price of 44 yuan, recommending "buy"

JP Morgan expects COWELL to achieve strong profit growth in the next two years, setting a target price of 44 yuan and maintaining an "overweight" rating. Despite the poor stock performance in the fourth quarter of last year due to market concerns over rising memory prices, the bank believes the market has overreacted and expects an 8% increase in shipments in the first half of this year. The adjustment of the iPhone product line in the second half of the year will benefit the company, with profit growth expected to be between 23% and 26% from 2025 to 2027

AASTOCKS·
HK
01415
-1.76%
AASTOCKS·
HK
01415
-1.76%

With EPS Growth And More, Cowell e Holdings (HKG:1415) Makes An Interesting Case

Cowell e Holdings (HKG:1415) has shown impressive annual EPS growth of 41% over the last three years, indicating strong potential for future performance. The company's EBIT margins have increased from 4.6% to 7.8%, alongside growing revenue, suggesting sustainable growth. The CEO's modest compensation of US$458k aligns with shareholder interests, reflecting good governance. Overall, Cowell e Holdings appears to be a quality business worth watching, although further research is recommended before making investment decisions.

Simplywall·
HK
01415
-1.76%
Simplywall·
HK
01415
-1.76%
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