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Aurelion Inc. (AURE)

USD1.75 +0.10 (+5.76%)
HK NASDAQ Financial Services Investment - Banking & Investment Services
Address Champion Tower
Hong Kong, HK
CEO Bjorn Schmidtke
IPO 2023-07-07
CIK 1765850 ISIN KYG7244A1278

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Also trades on NASDAQ Capital Market · AURE (USD) NASDAQ Global Select · PWM (USD)
Description

Aurelion Inc. operates as a financial entity focused on delivering comprehensive wealth and asset management solutions. The firm assists its clients by guiding them through the selection and acquisition of appropriate financial products, encompassing both personalized wealth-building tools and global investment portfolios. Chi Tak Sze established the company on October 25, 2018, and its principal offices are situated in Hong Kong.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD1.75 +0.10 (+5.76%)
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Volume Profile
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Liquidity & share structure
Average Volume
60.6K
Beta
2.39
Float Shares
275.9K
Free Float %
87.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.00% +2.62% -8.20% -2.89% -45.85% -6.00% -45.22% -98.77% -98.77% -98.77% -98.77%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
1.75
DCF (Unlevered) 2.30 +31.7%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Quality scores
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
2 / 5
Medium
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Investment - Banking & Investment Services: +23.9%
    +83.6%
  • EPS growth Investment - Banking & Investment Services: +31.6%
    -538.5%
  • FCF margin FCF growth · Investment - Banking & Investment Services: +22.1%
    -1,006.2%
  • EBIT margin Investment - Banking & Investment Services: +33.7%
    -922.3%
  • ROIC Investment - Banking & Investment Services: +2.7%
    -184.0% Q1'26: +48.6%
  • Share dilution Investment - Banking & Investment Services: +0.1%
    +0.0%
  • Debt / EBITDA Net debt/EBITDA · Investment - Banking & Investment Services: -0.48×
    -0.03× Q1'26: 1.10×
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (2.31) × ERP
WACC = 52% × Ke + 48% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 2.29 Current price: 1.75
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Sep 2023
actual
Sep 2024
actual
Sep 2025
actual
Sep 2026
1 Rev. Ana.
1 EPS Ana.
Sep 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
348.5K
est: 245.40M (-99.9%)
639.9K
est: 244.90M (-99.7%)
201.90M
est.
220.60M
220.60M – 220.60M
+9.3% YoY
232.70M
232.70M – 232.70M
+5.5% YoY
EBITDA
-1.05M
est: -45.36M (+97.7%)
-5.70M
est: -45.27M (+87.4%)
-37.32M
est.
-40.77M
-40.77M – -40.77M
-9.3% YoY
-43.01M
-43.01M – -43.01M
-5.5% YoY
EBIT
-1.11M
est: -45.36M (+97.5%)
-5.90M
est: -45.27M (+87.0%)
-37.32M
est.
-40.77M
-40.77M – -40.77M
-9.3% YoY
-43.01M
-43.01M – -43.01M
-5.5% YoY
Net Income
-1.04M
est: 2.15M (-148.2%)
-6.88M
est: 8.4K (-82,388.3%)
-20.6K
est.
7.4K
7.4K – 7.4K
+136.0% YoY
23.9K
23.9K – 23.9K
+222.2% YoY
SGA
767.9K
est: 585.83M (-99.9%)
4.35M
est: 584.64M (-99.3%)
481.99M
est.
526.63M
526.63M – 526.63M
+9.3% YoY
555.52M
555.52M – 555.52M
+5.5% YoY
EPS
-13.00
est: 0.26 (-5,089.3%)
-83.00
est: 0.10 (-82,083.4%)
-0.25
est.
0.09
0.09 – 0.09
+136.0% YoY
0.29
0.29 – 0.29
+222.2% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B 3/5 1/5 2/5 5/5 3/5 2/5 4/5
2026-05-08 B 3/5 1/5 2/5 5/5 2/5 2/5 4/5
2026-05-07 B 3/5 1/5 2/5 5/5 2/5 2/5 4/5
2026-05-06 B 3/5 1/5 2/5 5/5 2/5 2/5 4/5
2026-05-05 B 3/5 1/5 2/5 5/5 2/5 2/5 4/5
2026-05-04 B 3/5 1/5 2/5 5/5 2/5 2/5 4/5

Owner Earnings

Owner's Earnings (history)

Owner's Earnings history not available.

Owner alignment
Owner's Earnings TTM
OE per share TTM
Owner's Yield
Maintenance CapEx ratio
Maint CapEx / Avg PPE

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock

This company is not held by any ETF in our universe.

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
0
Sells
0
Shares acquired
Shares disposed
Cash buys
Cash sales
Net activity
+0
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-13 Xu Yanli (Yuki) Officer 0 0.00 0
2026-03-17 Yu Herman Cheng-Chun Director 0 0.00 0
2026-03-17 Sherman H. David Director Class A Ordinary Shares 0 0.00 5,500 D
2026-03-17 KAZMERZAK QIANG YOU Director 0 0.00 0
2026-03-17 He Jing Officer 0 0.00 0

Executive team

Top executives
EBIT / Employee
-14.8K
Shares Outstanding
316.4K

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Bjorn Schmidtke Chief Executive Officer male
Gao Wei Head of Private Wealth Management Business male
Hattie He Chief Accounting Officer female
Yuki Xu Chief Accounting Officer female
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits