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Upturn AI SWOT - About
Zhong Yang Financial Group Limited Ordinary Shares (TOP)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
02/06/2025: TOP (1-star) is currently NOT-A-BUY. Pass it for now.
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 -66.64% | Avg. Invested days 16 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/06/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 47.79M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 145253 | Beta -1.59 | 52 Weeks Range 1.13 - 3.30 | Updated Date 04/1/2025 |
52 Weeks Range 1.13 - 3.30 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.08 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -112.27% | Operating Margin (TTM) -24.44% |
Management Effectiveness
Return on Assets (TTM) -5.95% | Return on Equity (TTM) -7.77% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 33489973 | Price to Sales(TTM) 17.5 |
Enterprise Value 33489973 | Price to Sales(TTM) 17.5 | ||
Enterprise Value to Revenue 12.26 | Enterprise Value to EBITDA 26.54 | Shares Outstanding 37044500 | Shares Floating 7006276 |
Shares Outstanding 37044500 | Shares Floating 7006276 | ||
Percent Insiders 81.12 | Percent Institutions 0.35 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Zhong Yang Financial Group Limited Ordinary Shares
Company Overview
History and Background
Zhong Yang Financial Group Limited Ordinary Shares is a financial services provider. Its history and founding year require further specific lookup. Its evolution involves navigating the complexities of the financial markets.
Core Business Areas
- Brokerage Services: Facilitates buying and selling of financial instruments for clients.
- Asset Management: Manages investment portfolios on behalf of individuals and institutions.
- Investment Banking: Provides underwriting and advisory services for corporate clients.
Leadership and Structure
The leadership team and organizational structure information needs specific database retrieval and are currently unknown.
Top Products and Market Share
Key Offerings
- Stock Trading Platform: Online platform for stock trading. Market share data unavailable without specific research. Competitors include Fidelity, Charles Schwab.
- Managed Investment Accounts: Professionally managed investment accounts tailored to client needs. Market share unavailable. Competitors include Vanguard, BlackRock.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and influenced by economic cycles, regulatory changes, and technological advancements.
Positioning
Zhong Yang Financial Group Limited Ordinary Shares competes within the financial services industry. Its competitive advantages depend on specific service offerings, client relationships, and technological capabilities.
Total Addressable Market (TAM)
TAM for financial services is vast, encompassing trillions of dollars globally. Zhong Yang's position depends on its focused segments and market penetration within the overall financial services TAM.
Upturn SWOT Analysis
Strengths
- Established client base
- Experienced financial professionals
- Diversified service offerings
Weaknesses
- Limited brand recognition compared to larger competitors
- Dependence on market conditions
- Potential regulatory compliance challenges
Opportunities
- Expanding into new geographic markets
- Developing innovative financial products
- Leveraging technology to enhance client experience
Threats
- Increased competition from fintech companies
- Economic downturns
- Changes in regulatory environment
Competitors and Market Share
Key Competitors
- Interactive Brokers (IBKR)
- Charles Schwab (SCHW)
- Robinhood (HOOD)
Competitive Landscape
Zhong Yang Financial Group Limited Ordinary Shares's competitive advantages and disadvantages relative to competitors (Interactive Brokers, Charles Schwab, Robinhood) depend on service offerings, fees, technology, and client base.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends cannot be determined without historical revenue, profit, and other financial data.
Future Projections: Future growth projections require analyst estimates and company guidance, which cannot be accessed without specialized financial data subscriptions.
Recent Initiatives: Information on recent strategic initiatives requires real-time monitoring of company announcements and press releases.
Summary
Zhong Yang Financial Group Limited Ordinary Shares operates in a highly competitive financial service sector. Its success depends on its service offerings, technological advancements, and the ability to adapt to the ever-changing market conditions. Further detailed research and available financial data are necessary to fully understand its position. Brand recognition, technology upgrades and attracting a new client base are critical for Zhong Yang Financial Group Limited Ordinary Shares to thrive.
Similar Companies
- IBKR
- SCHW
- MKTX
- GS
- MS
Sources and Disclaimers
Data Sources:
- Publicly available information
- Industry reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data and financial metrics may not be precise or fully up-to-date.
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 Zhong Yang Financial Group Limited Ordinary Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2022-06-01 | CEO & Director Mr. Ka Fai Yuen | ||
Sector Financial Services | Industry Capital Markets | Full time employees 11 | Website https://www.zyfgl.com |
Full time employees 11 | Website https://www.zyfgl.com | ||
TOP Financial Group Limited, through its subsidiaries, operates as an online brokerage company in Hong Kong. The company is involved in the trading of local and overseas equities, futures, and options products; and the provision of brokerage and value-added services, including trade order placement and execution, account management, and customer support services. It also provides a range of futures products, such as index futures, forex futures, agricultural product futures, energy futures, and precious metal futures; and operates as an escrow agent in transactions relating to securities sales and transfers. In addition, the company offers stock brokerage, options brokerage, structured note subscriber services, consulting services, currency exchange services, margin financing, OTC derivative trading, and loan services. The company was formerly known as Zhong Yang Financial Group Limited and changed its name to TOP Financial Group Limited in July 2022. The company was founded in 2015 and is based in Hong Kong, Hong Kong. TOP Financial Group Limited is a subsidiary of Zhong Yang Holdings (BVI) Limited.
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