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Upturn AI SWOT - About
Lichen China Limited Class A Ordinary Shares (LICN)
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Upturn Advisory Summary
07/15/2025: LICN (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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -6.72% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 3.24M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 1.23 | 52 Weeks Range 2.60 - 488.00 | Updated Date 06/29/2025 |
52 Weeks Range 2.60 - 488.00 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -34.79 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -14.8% | Operating Margin (TTM) -26.74% |
Management Effectiveness
Return on Assets (TTM) -3.91% | Return on Equity (TTM) -8.94% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value -23375153 | Price to Sales(TTM) 0.08 |
Enterprise Value -23375153 | Price to Sales(TTM) 0.08 | ||
Enterprise Value to Revenue 1.15 | Enterprise Value to EBITDA 3 | Shares Outstanding 716825 | Shares Floating 693725 |
Shares Outstanding 716825 | Shares Floating 693725 | ||
Percent Insiders 5.45 | Percent Institutions 3.32 |
Upturn AI SWOT
Lichen China Limited Class A Ordinary Shares
Company Overview
History and Background
Lichen China Limited, an investment holding company, has been offering comprehensive financial services in China, including wealth management, investment advisory, and asset allocation. Founded in 2009, it initially focused on providing financial planning solutions. Over time, it expanded its service offerings and geographical presence.
Core Business Areas
- Wealth Management: Offers personalized financial planning and wealth management services to high-net-worth individuals.
- Investment Advisory: Provides investment advice and portfolio management services.
- Asset Allocation: Assists clients in allocating their assets across various investment options.
- Insurance Brokerage: Provides insurance products and solutions through partnership with insurance providers.
Leadership and Structure
The leadership team consists of experienced professionals in the financial services industry. The organizational structure includes departments for wealth management, investment advisory, asset management, and compliance.
Top Products and Market Share
Key Offerings
- High-Net-Worth Wealth Management: Provides customized financial planning and investment solutions to high-net-worth individuals. Revenue is mainly generated from management fees and performance-based incentives. Competitors include Noah Holdings (NOAH) and Jupai Holdings (JP).
- Insurance Brokerage: Offers a range of insurance products from various providers, earning commissions on policy sales. This contributes significantly to overall revenue. Competitors include Waterdrop Inc. (WDH) and Huize Holding Limited (HUIZ).
- Investment Advisory Services: Advises clients on investment strategies and portfolio construction, earning advisory fees. Competitors include independent financial advisors and wealth management divisions of large financial institutions.
Market Dynamics
Industry Overview
The financial services industry in China is experiencing rapid growth, driven by increasing wealth and demand for sophisticated investment products and services. Regulatory changes and economic conditions are shaping the competitive landscape.
Positioning
Lichen China Limited is positioned as a provider of comprehensive financial solutions, focusing on high-net-worth individuals and offering a range of wealth management and investment advisory services. Their competitive advantage lies in their personalized service and local expertise.
Total Addressable Market (TAM)
The TAM for wealth management in China is estimated to be in the trillions of USD and expected to grow considerably. Lichen is positioned to capture a portion of the growing market with its wealth management offerings.
Upturn SWOT Analysis
Strengths
- Established brand reputation in China
- Comprehensive range of financial services
- Experienced management team
- Strong network of partners and clients
Weaknesses
- Reliance on the Chinese market
- Susceptibility to regulatory changes in China
- Relatively small scale compared to larger competitors
- Potential for increased competition in the wealth management space
Opportunities
- Expanding into new geographical markets in China
- Offering new and innovative financial products
- Leveraging technology to enhance service delivery
- Acquiring smaller financial advisory firms
Threats
- Increased competition from domestic and international players
- Changes in regulatory environment
- Economic downturn in China
- Fluctuations in financial markets
Competitors and Market Share
Key Competitors
- NOAH
- JP
- WDH
- HUIZ
Competitive Landscape
Lichen faces competition from both domestic and international financial service providers. Key competitive factors include brand reputation, service quality, product offerings, and pricing.
Growth Trajectory and Initiatives
Historical Growth: Lichen's historical growth trajectory has been influenced by the growth of the Chinese wealth management market and its ability to attract and retain clients.
Future Projections: Future growth projections depend on factors such as expansion into new markets, the introduction of new products, and the overall economic conditions in China. Analyst estimates should be reviewed for accurate financial projections.
Recent Initiatives: Recent strategic initiatives include expanding service offerings, strengthening partnerships, and investing in technology to improve client experience.
Summary
Lichen China Limited operates in a competitive financial services market in China. The company has a comprehensive service offering and focuses on high-net-worth individuals. Key challenges include regulatory changes, competition, and economic conditions. Lichen needs to capitalize on expansion opportunities and strengthen its partnerships to sustain growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Market Research Reports
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share estimates are approximate and based on available data. Actual financial performance may vary.
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 Lichen China Limited Class A Ordinary Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2023-02-06 | Chairman of the Board & CEO Mr. Ya Li | ||
Sector Industrials | Industry Specialty Business Services | Full time employees 452 | Website https://www.lichenzx.com |
Full time employees 452 | Website https://www.lichenzx.com | ||
Lichen International Limited, an investment holding company, provides financial and taxation, education support, and software and maintenance services in the People's Republic of China. It offers financial and taxation-related management consultation, internal control management consultation, annual or regular consultation, and internal training and general consultation services; and education support services, including marketing, operational, and technical support, as well as the sale of teaching and learning materials. The company also provides software and maintenance services, including the sale of financial and taxation analysis software, and financial and taxation training software, as well as offers software installation, training, and after-sales technical and maintenance support services. It serves listed companies, state-owned enterprises, government authorities, and other business enterprises, including small and medium-sized enterprises. The company was formerly known as Lichen China Limited and changed its name to Lichen International Limited in March 2025. Lichen International Limited was incorporated in 2016 and is based in Xiamen, China.
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