Cowell Rises Nearly 3% in Intraday Trading as JPMorgan Sets HK$44 Target Price

Deep News01-15

Cowell (01415) rose nearly 3% during the trading session. At the time of writing, the stock was up 1.28%, trading at HK$30.08 with a turnover of HK$30.561 million.

JPMorgan released a research report stating that Cowell's stock underperformed the Hang Seng Index in the fourth quarter of last year, which it believes was due to market concerns that rising memory prices could weaken potential demand for the iPhone. However, the bank views the market reaction as excessive; its research indicates resilient orders for this year, with electronic manufacturing services (EMS) shipment volumes forecast to grow 8% year-on-year in the first half. Furthermore, JPMorgan believes the adjusted iPhone product lineup in the second half of this year will benefit Cowell, given its high exposure to the Pro and Pro Max models and its continued market share expansion. The bank also anticipates the company will gain additional share in the main rear camera module sector by 2027. JPMorgan has raised its profit forecasts for 2025 to 2027 by 3% to 9%, projecting 23% and 26% year-on-year profit growth for 2026 and 2027, respectively. It asserts that the company's valuation deserves a re-rating, reiterating its "Overweight" rating and setting a target price of HK$44.

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JPMorgan has raised its profit forecasts for 2025 to 2027 by 3% to 9%, projecting 23% and 26% year-on-year profit growth for 2026 and 2027, respectively. 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