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Upturn AI SWOT - About
Solowin Holdings Ordinary Share (SWIN)
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Upturn Advisory Summary
08/29/2025: SWIN (1-star) is a SELL. SELL since 2 days. Profits (-11.14%). Updated daily EoD!
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 118.38% | Avg. Invested days 24 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
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 is a company providing brokerage, investment advisory, and other financial services. More information about the company's founding and specific milestones is not readily available from public sources.
Core Business Areas
- Brokerage Services: Provides trading platforms and services for individual and institutional investors to trade stocks, options, and other financial instruments.
- Investment Advisory Services: Offers personalized investment advice and portfolio management services to clients.
- Other Financial Services: Potentially includes services like wealth management, financial planning, and research.
Leadership and Structure
Information regarding the specific leadership team and organizational structure of Solowin Holdings is not easily available from public sources.
Top Products and Market Share
Key Offerings
- Online Trading Platform: Provides a platform for users to buy and sell securities. Specific market share data is not publicly available. Competitors include Interactive Brokers (IBKR), Charles Schwab (SCHW), Robinhood (HOOD), and Fidelity.
- Investment Advisory Services: Offers personalized investment advice and portfolio management. Market share data not available. Competitors include large wealth management firms and robo-advisors.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory changes. Growth is driven by factors like increasing market participation, technological advancements, and demographic shifts.
Positioning
Solowin Holdings likely targets specific segments within the broader financial services industry, potentially focusing on certain geographic regions or investor types. Without detailed information about its market share it is difficult to accurately judge its competitive advantage.
Total Addressable Market (TAM)
The TAM for financial services is in the trillions of dollars. Solowin Holdings' position within this TAM is dependent on its market share, specific services offered, and target market.
Upturn SWOT Analysis
Strengths
- Potential for innovative platform technology
- Growing demand for online brokerage services
- Experienced management team (assumed)
Weaknesses
- Limited brand recognition compared to larger competitors
- Dependence on market conditions
- Limited publicly available information
Opportunities
- Expansion into new markets
- Development of new products and services
- Partnerships with other financial institutions
Threats
- Increased competition from established players
- Regulatory changes
- Economic downturns
Competitors and Market Share
Key Competitors
- IBKR
- SCHW
- HOOD
- TD
Competitive Landscape
Solowin Holdings faces intense competition from well-established financial services companies. Success will depend on its ability to differentiate itself through innovation, service, or market focus. Due to its low marketshare, it is in a weak competitive position.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends are unavailable due to limited public data.
Future Projections: Future growth projections are unavailable due to limited public data.
Recent Initiatives: Information on recent strategic initiatives is unavailable due to limited public data.
Summary
Solowin Holdings operates in a competitive financial services industry. The company's success depends on its ability to innovate and differentiate itself. Limited public information makes a comprehensive assessment challenging, but the company faces strong competition. Solowin will need to innovate to compete effectively in the industry and increase marketshare.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Market Research Reports
- Financial News Outlets
Disclaimers:
This analysis is based on limited publicly available information and should not be considered investment advice. Market share data is estimated based on available sources and may not be precise.
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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