Solowin Holdings

AI-generated fair value estimate for this company.

Method: 10-year revenue-growth DCF: $27.6M current revenue; growth of 40% (yrs 1-3), 20% (yrs 4-6), 10% (yrs 7-10) reflecting the announced pivot to AI-computing infrastructure (targeting 100+MW capacity by 2028, 1GW+ pipeline); FCF margin ramps linearly from -5% currently to a 15% terminal margin (blended fintech-brokerage plus data-center-infrastructure margin); 14% discount rate; 3% terminal growth; $9.12M net cash; 193.10M shares outstanding.

Reasoning: Hong Kong-based brokerage/fintech mid-transformation into AI compute infrastructure; current financials show real revenue but a net loss, so a margin-ramp DCF (rather than a static-margin model) better captures the path from today's brokerage economics to the targeted infrastructure business, discounted at a high rate for pivot/execution risk.