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Upturn AI SWOT - About
Solowin Holdings Ordinary Share (SWIN)
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Upturn Advisory Summary
10/10/2025: SWIN (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 118.38% | Avg. Invested days 24 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 158.68M USD | Price to earnings Ratio - | 1Y Target Price 4 |
Price to earnings Ratio - | 1Y Target Price 4 | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 1.16 - 3.78 | Updated Date 06/29/2025 |
52 Weeks Range 1.16 - 3.78 | Updated Date 06/29/2025 | ||
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 157938113 | Price to Sales(TTM) 65.6 |
Enterprise Value 157938113 | Price to Sales(TTM) 65.6 | ||
Enterprise Value to Revenue 57.04 | Enterprise Value to EBITDA 19.08 | Shares Outstanding 41546100 | Shares Floating 12434997 |
Shares Outstanding 41546100 | Shares Floating 12434997 | ||
Percent Insiders 26.48 | Percent Institutions 0.14 |
Upturn AI SWOT
Solowin Holdings Ordinary Share
Company Overview
History and Background
Solowin Holdings Ordinary Share, traded under the ticker SWIN, is a technology company focused on financial services and investment solutions. Founded in 2017, Solowin has grown to offer a range of services including security brokerage, investment research and advisory, and educational materials.
Core Business Areas
- Security Brokerage: Provides online and offline brokerage services for stocks, options, and other securities.
- Investment Research and Advisory: Offers investment research reports, advisory services, and portfolio management tools.
- Educational Materials: Provides online courses, webinars, and educational resources to help investors learn about the markets.
Leadership and Structure
Solowin Holdings is led by its CEO, and the organizational structure includes divisions for technology, finance, marketing, and customer service. The company is managed by a board of directors.
Top Products and Market Share
Key Offerings
- SWIN Trader Platform: Online trading platform providing access to various financial markets. Market share data not readily available. Competitors include platforms offered by Interactive Brokers, Charles Schwab, and Robinhood.
- Investment Advisory Services: Personalized investment advice based on client goals and risk tolerance. Market share data not readily available. Competitors include firms such as Goldman Sachs Personal Financial Management and Vanguard Personal Advisor Services.
Market Dynamics
Industry Overview
The financial technology (fintech) industry is experiencing rapid growth due to increased online adoption, technological advancements, and demand for personalized financial services.
Positioning
Solowin is positioned as a technology-driven financial services provider targeting retail investors and small businesses, competing with both established players and emerging fintech startups.
Total Addressable Market (TAM)
The global TAM for fintech is estimated to reach trillions of dollars. Solowin is positioned to capture a segment of this market through its trading platforms and advisory services.
Upturn SWOT Analysis
Strengths
- Innovative Technology Platform
- Experienced Management Team
- Focus on Emerging Markets
- Strong Partnerships
Weaknesses
- Limited Brand Recognition
- Dependence on Key Personnel
- Regulatory Risks
- High Customer Acquisition Costs
Opportunities
- Expansion into New Markets
- Development of New Products and Services
- Strategic Acquisitions
- Increased Adoption of Fintech Solutions
Threats
- Intense Competition
- Changing Regulatory Landscape
- Economic Downturns
- Cybersecurity Risks
Competitors and Market Share
Key Competitors
- IBKR
- SCHW
- HOOD
- SOFI
Competitive Landscape
Solowin is a smaller player compared to larger competitors like Interactive Brokers and Charles Schwab. It aims to differentiate itself through specialized services and emerging market focus. Market share data is estimated and may not be precise.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends are difficult to ascertain due to limited publicly available data. Analysis will require access to private financial statements.
Future Projections: Future growth projections are not readily available from analyst estimates without access to more detailed financial models and company forecasts.
Recent Initiatives: Recent initiatives include expanding their online course offerings and forming partnerships with other financial institutions.
Summary
Solowin is a relatively new fintech company with potential for growth in emerging markets. The company's strengths lie in its innovative platform and experienced leadership but faces challenges with limited brand recognition and intense competition. Expansion into new markets and strategic partnerships could improve their position. Close monitoring of the regulatory environment is crucial.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Industry Reports
- Analyst Estimates
- SEC Filings(where available)
Disclaimers:
This analysis is based on limited publicly available information and should not be considered financial advice. Market share data is estimated and may not be precise. 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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