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Top Wealth Group Holding Limited Ordinary Shares (TWG)
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Upturn Advisory Summary
08/14/2025: TWG (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 -62.82% | Avg. Invested days 24 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 7.29M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 0.10 - 13.50 | Updated Date 06/29/2025 |
52 Weeks Range 0.10 - 13.50 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.06 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -42.54% | Operating Margin (TTM) -418.03% |
Management Effectiveness
Return on Assets (TTM) -9.3% | Return on Equity (TTM) -17.13% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 7657744 | Price to Sales(TTM) 1.53 |
Enterprise Value 7657744 | Price to Sales(TTM) 1.53 | ||
Enterprise Value to Revenue 1.61 | Enterprise Value to EBITDA 12.73 | Shares Outstanding 41000000 | Shares Floating 35840000 |
Shares Outstanding 41000000 | Shares Floating 35840000 | ||
Percent Insiders 12.58 | Percent Institutions 0.92 |
Upturn AI SWOT
Top Wealth Group Holding Limited Ordinary Shares
Company Overview
History and Background
Top Wealth Group Holding Limited is a relatively new entity, primarily focused on providing financial services. Details on its exact founding year and specific milestones are limited in publicly available information. Further research into regulatory filings would provide more insights.
Core Business Areas
- Brokerage Services: Provides brokerage services, facilitating trading in various financial instruments. Its primary market appears to be in Asia.
- Wealth Management: Offers wealth management services to high-net-worth individuals.
- Asset Management: Manages investment portfolios for clients.
Leadership and Structure
Information on the leadership team and specific organizational structure is scarce in readily available public sources. Typically, such a company would have a CEO, CFO, and other key executives overseeing different business areas.
Top Products and Market Share
Key Offerings
- Securities Trading: Facilitates trading in securities, likely targeting clients in specific regions. Market share data is difficult to obtain due to the fragmented nature of the brokerage market and limited public reporting. Competitors include larger global brokerages like Charles Schwab and Interactive Brokers, as well as regional players.
- Wealth Advisory Services: Offers personalized financial advice and portfolio management. Market share is likely small given the highly competitive market, and revenue from these services is not publicly available. Competitors include major wealth management firms like Goldman Sachs and Morgan Stanley, and smaller regional advisory groups.
Market Dynamics
Industry Overview
The financial services industry is dynamic, driven by economic cycles, regulatory changes, and technological advancements. Demand for wealth management and brokerage services is generally tied to market performance and investor confidence.
Positioning
Given the lack of detailed public information, it's difficult to precisely determine Top Wealth Group Holding Limited Ordinary Sharesu2019s positioning. It likely operates as a smaller player in a competitive landscape, focusing on specific niches or regions.
Total Addressable Market (TAM)
The global wealth management market is estimated to be in the trillions of dollars. Top Wealth Group Holding Limited's positioning within this TAM is likely small, focusing on a specific geographic region. Their growth will depend on capturing market share in their target area.
Upturn SWOT Analysis
Strengths
- Potentially strong relationships with clients in a specific region.
- Focus on high-net-worth individuals.
Weaknesses
- Limited brand recognition compared to larger competitors.
- Lack of publicly available financial data.
- Dependence on specific regional markets.
Opportunities
- Expansion into new geographic markets.
- Development of innovative financial products.
- Partnerships with larger financial institutions.
Threats
- Increased competition from established players.
- Regulatory changes impacting financial services.
- Economic downturns affecting investment performance.
Competitors and Market Share
Key Competitors
- SCHW
- IBKR
- MS
- GS
Competitive Landscape
Top Wealth Group Holding Limited Ordinary Shares likely faces significant challenges competing against larger, more established firms with greater brand recognition and resources. Its competitive advantage likely lies in niche markets or specific client relationships.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends are difficult to ascertain without financial data.
Future Projections: Future growth projections cannot be provided due to a lack of analyst estimates and company guidance.
Recent Initiatives: Recent strategic initiatives are not publicly known.
Summary
Top Wealth Group Holding Limited Ordinary Shares appears to be a relatively small player in the financial services industry. Due to limited access to information, its financial stability and growth potential are difficult to assess. The company needs to focus on building brand recognition and establishing a strong competitive advantage to succeed.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Press Releases
- Third-Party Financial Data Providers
- Industry Reports
Disclaimers:
This analysis is based on publicly available information and may not be completely accurate due to data limitations. Market share percentages are estimates and subject to error. This is not financial advice; consult with a qualified professional before making any investment decisions.
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 Top Wealth Group Holding Limited Ordinary Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2024-04-16 | Chairman of the Board & CEO Mr. Kwan Kings Wong | ||
Sector Consumer Defensive | Industry Food Distribution | Full time employees 4 | |
Full time employees 4 | |||
Top Wealth Group Holding Limited provides caviar and caviar-based gourmet products in Hong Kong and internationally. The company trades in caviars. It serves food and beverage related distributors. The company was founded in 2009 and is based in Sai Wan, Hong Kong. Top Wealth Group Holding Limited operates as a subsidiary of Winwin Development Group Limited.
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