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Upturn AI SWOT - About
Solowin Holdings Ordinary Share (SWIN)
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Upturn Advisory Summary
04/01/2025: SWIN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 48.61% | Avg. Invested days 23 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 25.71M USD | Price to earnings Ratio - | 1Y Target Price 4 |
Price to earnings Ratio - | 1Y Target Price 4 | ||
Volume (30-day avg) 177019 | Beta - | 52 Weeks Range 1.16 - 43.60 | Updated Date 04/1/2025 |
52 Weeks Range 1.16 - 43.60 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.82 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) -400% |
Management Effectiveness
Return on Assets (TTM) -80.36% | Return on Equity (TTM) -142.51% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 24474200 | Price to Sales(TTM) 10.63 |
Enterprise Value 24474200 | Price to Sales(TTM) 10.63 | ||
Enterprise Value to Revenue 8.84 | Enterprise Value to EBITDA 16.59 | Shares Outstanding 8440000 | Shares Floating 5110724 |
Shares Outstanding 8440000 | Shares Floating 5110724 | ||
Percent Insiders 66.75 | Percent Institutions 0.6 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Solowin Holdings Ordinary Share
Company Overview
History and Background
Solowin Holdings is a financial services group. More historical information is difficult to ascertain due to the company's relative newness and limited public information.
Core Business Areas
- Financial Technology Services: Solowin focuses on providing financial technology solutions, potentially including trading platforms or other related services.
- Investment Services: The company may offer investment-related services, such as brokerage or advisory services.
Leadership and Structure
Information regarding specific leadership roles and the detailed organizational structure of Solowin Holdings is limited in publicly available sources.
Top Products and Market Share
Key Offerings
- Trading Platform: Solowin potentially provides a trading platform. Specific market share data is unavailable. Competitors include Interactive Brokers (IBKR), Charles Schwab (SCHW), and Robinhood (HOOD).
- Investment Advisory Services: If offered, Solowin's investment advisory services would compete with established firms like Vanguard, Fidelity, and robo-advisors like Betterment and Wealthfront. Specific market share is unavailable.
Market Dynamics
Industry Overview
The financial technology (FinTech) and investment services industries are highly competitive and rapidly evolving, driven by technological innovation and changing consumer preferences. The industry is subject to regulatory oversight.
Positioning
Solowin's positioning is unclear due to limited available information. Its competitive advantage would depend on factors like platform features, pricing, customer service, and brand recognition.
Total Addressable Market (TAM)
The TAM for the FinTech and investment services is vast, estimated to be trillions of dollars globally. Solowin's position relative to the TAM depends on its specific offerings and market penetration, which are currently unknown.
Upturn SWOT Analysis
Strengths
- Potential for innovative FinTech solutions
- Focus on a growing market segment
- Possible access to capital
Weaknesses
- Limited brand recognition
- Unclear competitive advantage
- Lack of publicly available financial data
- Relatively new company with a short track record
Opportunities
- Expansion into new markets
- Development of new products and services
- Strategic partnerships and acquisitions
- Growing demand for digital financial solutions
Threats
- Intense competition
- Regulatory changes
- Cybersecurity risks
- Economic downturns
- Negative Press
Competitors and Market Share
Key Competitors
- IBKR
- SCHW
- HOOD
Competitive Landscape
Solowin faces intense competition from established players with greater resources and brand recognition. Its success will depend on differentiating itself through innovation and effective market penetration.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Insufficient data available to assess historical growth trends.
Future Projections: No reliable future projections available due to limited information.
Recent Initiatives: No recent strategic initiatives are publicly available.
Summary
Solowin Holdings is a relatively new entrant in the competitive FinTech and investment services landscape. Its limited public information makes a thorough assessment challenging. The company's success hinges on its ability to develop innovative solutions, build brand recognition, and navigate a complex regulatory environment. More information is needed to assess viability.
Similar Companies
- IBKR
- SCHW
- HOOD
Sources and Disclaimers
Data Sources:
- SEC Filings, Company Press Releases, Financial News Articles
Disclaimers:
The information provided is based on limited publicly available data and should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Solowin Holdings Ordinary Share
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2023-09-07 | CEO & Chairman Mr. Ling Ngai Lok | ||
Sector Financial Services | Industry Capital Markets | Full time employees 25 | Website https://www.solomonwin.com.hk |
Full time employees 25 | Website https://www.solomonwin.com.hk | ||
Solowin Holdings, an investment holding company, provides securities brokerage, investment advisory, corporate consultancy, and asset management services in Hong Kong. It operates SolomonVA+, a trading platform that allows investors to trade over listed securities and their derivative products listed on the Hong Kong Stock Exchange (HKSE), New York Stock Exchange, Nasdaq, Shanghai Stock Exchange, and Shenzhen Stock Exchange; and provides online account opening through its front trading and back-office clearing systems. The company also offers Hong Kong initial public offering (IPO) underwriting, public offer application, and margin financing services; international placing subscription; Hong Kong pre-IPO securities trading; US IPO subscription; HKSE securities trading, IPO subscription and placement, bond trading, fund subscription, equity custodian and agent, investment immigrant account management, enterprise employee shareholding exercise, professional investment research, instant quotation, and stock custodian and nominee services. In addition, it offers investment advisory services to its clients based on their financial needs and risk appetite; and issues and manages various fund products. Further, the company provides professional asset management services to financial and private institutions; tailored financial services to individual investors; investment banking service; wealth management service; virtual asset dealing services; financial and independent financial advisory services for unlisted and listed companies; securities dealing and advice; financial planning service; and offshore private fund investment services. Solowin Holdings was incorporated in 2021 and is based in Tsim Sha Tsui, Hong Kong.
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