The analyst rating for COWELL (01415.HK) was reaffirmed as a Buy due to the company's on-track smartphone rear camera shipments and in-line operating profit reported for 1H25. Additionally, the broker expects significant year-over-year revenue and net profit growth of 21% and 16%, respectively, in 2H25, with anticipated net profits of USD186 million for 2025 and USD251 million for 2026. As a result, the target price was raised from HKD27 to HKD42.
