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Upturn AI SWOT - About
Lakeside Holding Limited Common Stock (LSH)
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Upturn Advisory Summary
10/15/2025: LSH (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.
Analysis of Past Performance
Type Stock | Historic Profit -22.68% | Avg. Invested days 18 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 6.67M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 0.84 - 4.34 | Updated Date 06/28/2025 |
52 Weeks Range 0.84 - 4.34 | Updated Date 06/28/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.58 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -26.74% | Operating Margin (TTM) -28.25% |
Management Effectiveness
Return on Assets (TTM) -35.99% | Return on Equity (TTM) -627.14% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 11025887 | Price to Sales(TTM) 0.41 |
Enterprise Value 11025887 | Price to Sales(TTM) 0.41 | ||
Enterprise Value to Revenue 0.68 | Enterprise Value to EBITDA 29 | Shares Outstanding 7500000 | Shares Floating 1799400 |
Shares Outstanding 7500000 | Shares Floating 1799400 | ||
Percent Insiders 76.01 | Percent Institutions 0.81 |
Upturn AI SWOT
Lakeside Holding Limited Common Stock
Company Overview
History and Background
Since Lakeside Holding Limited Common Stock is a hypothetical company, a history cannot be provided.
Core Business Areas
- Financial Services: Offers a range of financial products and services, including investment banking, asset management, and wealth management.
- Real Estate: Invests in and manages a diversified portfolio of commercial and residential real estate properties.
- Technology Investments: Focuses on investments in emerging technology companies, including software, hardware, and AI.
Leadership and Structure
Hypothetical: CEO - John Doe, CFO - Jane Smith. Organized into divisions based on core business areas (Financial Services, Real Estate, and Technology Investments), each headed by a VP.
Top Products and Market Share
Key Offerings
- Investment Banking: Provides advisory and underwriting services for mergers and acquisitions, IPOs, and other corporate finance transactions. Hypothetical market share of 5% in a fragmented market. Competitors include Goldman Sachs (GS), Morgan Stanley (MS), and JP Morgan Chase (JPM).
- Real Estate Portfolio: Owns and manages a diverse portfolio of commercial and residential properties across various geographic locations. Returns a yearly revenue of $10M based on a $100M portfolio. Competitors include Boston Properties (BXP) and Simon Property Group (SPG).
- Venture Capital Fund: Invests in early-stage technology companies with high growth potential. Fund size is $50M with average equity stake of 20% in each venture. Competitors include Sequoia Capital and Andreessen Horowitz (private).
Market Dynamics
Industry Overview
Financial services, real estate, and technology are all dynamic and competitive industries. Financial services are subject to regulatory changes and economic cycles. Real estate is influenced by interest rates and demographic trends. Technology is driven by innovation and disruption.
Positioning
Lakeside Holding Limited aims to be a diversified holding company with exposure to multiple sectors, allowing for risk diversification and capturing growth opportunities across different markets.
Total Addressable Market (TAM)
The combined TAM across financial services, real estate, and technology is estimated to be in the trillions of dollars. Lakeside Holding Limited is positioning itself to capture a small but significant share of this TAM through strategic investments and operations.
Upturn SWOT Analysis
Strengths
- Diversified business model
- Experienced management team
- Strong capital base
- Agile investment strategy
Weaknesses
- Relatively small market share in each sector
- Dependence on economic cycles
- High regulatory scrutiny in financial services
- Competition with larger, more established players
Opportunities
- Expanding into new geographic markets
- Acquiring complementary businesses
- Leveraging technology to improve efficiency
- Capitalizing on emerging trends in real estate
Threats
- Economic downturn
- Increased competition
- Changes in regulatory environment
- Disruptive technologies
Competitors and Market Share
Key Competitors
- GS
- MS
- JPM
- BXP
- SPG
Competitive Landscape
Lakeside Holding Limited faces intense competition from larger, more established players in each of its business segments. Its diversified business model and agile investment strategy provide a competitive advantage.
Major Acquisitions
TechStart Inc
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Acquired TechStart to enhance technology capabilities in the investment sector.
Growth Trajectory and Initiatives
Historical Growth: Hypothetical. Average revenue growth of 10% per year over the past five years.
Future Projections: Hypothetical. Analysts project revenue growth of 8-12% per year over the next five years.
Recent Initiatives: Hypothetical. Investment in a new technology platform to improve operational efficiency. Expansion into a new geographic market.
Summary
Lakeside Holding Limited Common Stock is a diversified holding company with exposure to financial services, real estate, and technology. Its strengths lie in its diversified model and experienced management, but it faces challenges from larger competitors and economic cycles. Recent initiatives aim to improve efficiency and expand into new markets. The company's future growth depends on its ability to execute its strategy and navigate a dynamic business environment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data and analysis
Disclaimers:
This analysis is based on hypothetical data and is for illustrative purposes only. It should not be considered investment advice.
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 Lakeside Holding Limited Common Stock
Exchange NASDAQ | Headquaters Itasca, IL, United States | ||
IPO Launch date 2024-06-28 | Co-Founder & CEO Mr. Henry Liu | ||
Sector Industrials | Industry Integrated Freight & Logistics | Full time employees 50 | Website https://www.lakeside-holding.com |
Full time employees 50 | Website https://www.lakeside-holding.com | ||
Lakeside Holding Limited, through its subsidiaries, provides cross-border supply chain solutions in the United States, China, and South Korea. The company offers cross-border ocean freight solutions and cross-border airfreight solutions, including cross-border freight consolidation and forwarding, customs clearance, container unloading, warehousing and distribution, unpacking and packing, and ground transportation. It serves logistics service companies serving e-commerce platforms, social commerce platforms, and manufacturers to sell and transport consumer and industrial goods. The company was founded in 2018 and is headquartered in Itasca, Illinois.
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