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Upturn AI SWOT - About
Zhong Yang Financial Group Limited Ordinary Shares (TOP)
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Upturn Advisory Summary
08/14/2025: 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.
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 14.82% | Avg. Invested days 21 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 46.03M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta -1.01 | 52 Weeks Range 1.00 - 3.22 | Updated Date 06/29/2025 |
52 Weeks Range 1.00 - 3.22 | Updated Date 06/29/2025 | ||
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 33209725 | Price to Sales(TTM) 16.85 |
Enterprise Value 33209725 | Price to Sales(TTM) 16.85 | ||
Enterprise Value to Revenue 12.16 | Enterprise Value to EBITDA 11.97 | Shares Outstanding 37117800 | Shares Floating 7014051 |
Shares Outstanding 37117800 | Shares Floating 7014051 | ||
Percent Insiders 80.9 | Percent Institutions 0.42 |
Upturn AI SWOT
Zhong Yang Financial Group Limited Ordinary Shares
Company Overview
History and Background
Zhong Yang Financial Group Limited Ordinary Shares was founded in 2015 in Hong Kong and is now listed on the NASDAQ as TOP. They provide brokerage, trading, and advisory services, primarily catering to clients in Asia. They have grown through organic expansion and strategic acquisitions.
Core Business Areas
- Securities Brokerage: Provides securities brokerage services, connecting buyers and sellers of stocks, bonds, and other financial instruments. Focuses on client execution and settlement.
- Investment Advisory: Offers investment advisory services, including financial planning, portfolio management, and investment recommendations.
- Proprietary Trading: Engages in proprietary trading activities, using the company's own capital to generate profits from market movements.
Leadership and Structure
The company is led by a board of directors and an executive management team. The CEO is Mr. Tao Deng. The organizational structure consists of various departments including operations, sales, technology, and finance.
Top Products and Market Share
Key Offerings
- Securities Brokerage Services: The company offers securities brokerage for stocks, bonds and other financial instruments to retail and institutional clients. This contributes a substantial portion of the firms revenue. They lack a significant market share and have to compete with firms such as Interactive Brokers (IBKR) and Charles Schwab (SCHW).
- Investment Advisory Services: Provides personalized investment advice and portfolio management to clients, focusing on asset allocation and risk management. Market share is limited. Competitors include Goldman Sachs (GS) and Morgan Stanley (MS).
- Proprietary Trading: Trading in a variety of instruments and markets, including securities, currencies, and derivatives. Competitors would include the algorithmic trading arms of major hedge funds and investment banks.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and heavily regulated. It is influenced by economic conditions, interest rates, and regulatory changes. The industry has been experiencing technological disruption and increasing demand for personalized services.
Positioning
Zhong Yang Financial Group Limited Ordinary Shares focuses on serving the Asian market. They strive to provide a full suite of financial services to both retail and institutional clients, but are a relative smaller player compared to established competitors.
Total Addressable Market (TAM)
The global financial services market is worth trillions of dollars. Zhong Yang Financial Group Limited Ordinary Shares is positioned to capture a portion of this market by focusing on the Asian market and expanding its service offerings.
Upturn SWOT Analysis
Strengths
- Focus on the Asian market
- Comprehensive suite of financial services
- Experienced management team
Weaknesses
- Smaller market share compared to competitors
- Dependence on economic conditions in Asia
- Limited brand recognition outside of Asia
Opportunities
- Expansion into new markets in Asia
- Development of new financial products and services
- Increasing demand for personalized investment advice
Threats
- Increased competition from larger financial institutions
- Regulatory changes and compliance costs
- Economic downturn in Asia
Competitors and Market Share
Key Competitors
- IBKR
- SCHW
- GS
- MS
Competitive Landscape
Zhong Yang Financial Group Limited Ordinary Shares faces intense competition from larger, more established financial institutions. Its smaller size and limited brand recognition put it at a disadvantage. However, its focus on the Asian market and comprehensive service offerings provide some competitive advantages.
Growth Trajectory and Initiatives
Historical Growth: The company has experienced revenue growth in recent years, primarily driven by expansion in the Asian market. However, this growth has not translated to profitability.
Future Projections: Analyst estimates project continued revenue growth for Zhong Yang Financial Group Limited Ordinary Shares in the coming years. However, profitability remains a concern.
Recent Initiatives: Recent initiatives include expanding its product offerings and strengthening its presence in key Asian markets. The company is also investing in technology to improve its services.
Summary
Zhong Yang Financial Group Limited Ordinary Shares is a small financial services company focused on the Asian market. While they have experienced revenue growth and are attempting to diversify, their profitability is a significant concern. Intense competition and a lack of brand recognition pose challenges to their growth trajectory. They need to improve profitability, and focus on a strategic advantage.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Research Reports
- Analyst Estimates
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a 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 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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