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Top Wealth Group Holding Limited Ordinary Shares (TWG)
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Upturn Advisory Summary
10/15/2025: 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.
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 10/15/2025 |
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, founded to capitalize on opportunities in various sectors. Specific details regarding its founding year and early milestones are limited in readily available public information.
Core Business Areas
- Consulting: The company offers consulting services across multiple industries, providing strategic advice and operational guidance to clients.
- Financial Services: Top Wealth Group provides financial advisory services, potentially including investment management and wealth planning.
Leadership and Structure
Information on the specific leadership team and organizational structure is not readily available in comprehensive detail through typical public sources.
Top Products and Market Share
Key Offerings
- Consulting Services: These services aim to improve operational efficiency and strategic positioning for clients. Specific market share data is unavailable, but competition exists from established firms such as McKinsey & Company and Boston Consulting Group.
- Financial Advisory: This involves providing investment advice and financial planning services. Specific market share data is not public. Competitors include Goldman Sachs and Morgan Stanley Wealth Management.
Market Dynamics
Industry Overview
The consulting and financial advisory industries are highly competitive, with a mix of large established players and smaller niche firms.
Positioning
Top Wealth Group Holding Limited's positioning is unclear due to limited publicly available information. Without concrete market share or revenue data, it's difficult to assess its competitive advantages.
Total Addressable Market (TAM)
The total addressable market for consulting and financial advisory services is multi-billion dollar, but the percentage that Top Wealth Group Holding Limited controls is unquantifiable due to the limited information.
Upturn SWOT Analysis
Strengths
- Potentially nimble and adaptable
- Focus on specific client needs
- Strong network of relationships
Weaknesses
- Lack of established brand recognition
- Limited track record
- Dependence on key personnel
- Unclear financial standing
Opportunities
- Expansion into new markets
- Development of innovative service offerings
- Strategic partnerships and acquisitions
- Growing demand for specialized consulting
Threats
- Intense competition from established players
- Economic downturns
- Changing regulatory landscape
- Difficulty attracting and retaining talent
Competitors and Market Share
Key Competitors
- BCG
- Mckinsey
- Goldman Sachs
- MS
Competitive Landscape
Top Wealth Group Holding Limited faces significant competition from well-established firms with greater resources and brand recognition. Its ability to differentiate its services and attract clients will be critical for success.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data is unavailable due to the company's limited operating history and recent public offering.
Future Projections: Future growth projections are unavailable due to lack of analyst coverage and public information.
Recent Initiatives: Information on recent strategic initiatives is not readily available from public sources.
Summary
Top Wealth Group Holding Limited, as a new entrant, faces an uphill battle to establish itself in competitive markets. The lack of available information makes a definitive assessment challenging. Success hinges on its ability to offer differentiated services, attract clients, and achieve sustainable growth, while the amount of competition is also key to consider.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (if available)
- Company Website (if available)
- Market Reports
- Financial News Outlets
Disclaimers:
The information provided is based on limited publicly available data and should not be considered financial advice. The analysis is subject to change as more information becomes available.
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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