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Upturn AI SWOT - About
AMTD IDEA Group (AMTD)
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Upturn Advisory Summary
10/21/2025: AMTD (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 -57.23% | Avg. Invested days 16 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/21/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.09B USD | Price to earnings Ratio 1.53 | 1Y Target Price 9 |
Price to earnings Ratio 1.53 | 1Y Target Price 9 | ||
Volume (30-day avg) - | Beta 0.46 | 52 Weeks Range 0.92 - 1.79 | Updated Date 06/29/2025 |
52 Weeks Range 0.92 - 1.79 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.72 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 76.14% | Operating Margin (TTM) 15.73% |
Management Effectiveness
Return on Assets (TTM) 3.01% | Return on Equity (TTM) 3.58% |
Valuation
Trailing PE 1.53 | Forward PE - | Enterprise Value 283884402 | Price to Sales(TTM) 16.3 |
Enterprise Value 283884402 | Price to Sales(TTM) 16.3 | ||
Enterprise Value to Revenue 5.25 | Enterprise Value to EBITDA 3.76 | Shares Outstanding 42487300 | Shares Floating 189694663 |
Shares Outstanding 42487300 | Shares Floating 189694663 | ||
Percent Insiders - | Percent Institutions 0.57 |
Upturn AI SWOT
AMTD IDEA Group
Company Overview
History and Background
AMTD IDEA Group, formerly known as AMTD International Inc., is a financial services company with a focus on investment banking, asset management, and strategic investments. It has evolved from a Hong Kong-based investment bank to a diversified financial group.
Core Business Areas
- Investment Banking: Provides underwriting, placement, and advisory services for corporate clients.
- Asset Management: Offers asset management services and solutions.
- Strategic Investment: Engages in strategic investments across various sectors.
Leadership and Structure
AMTD IDEA Group is led by a board of directors and a management team responsible for overseeing its operations and strategic direction. The specific details of the leadership team can be found on their investor relations website.
Top Products and Market Share
Key Offerings
- Underwriting Services: Facilitates the issuance of stocks and bonds for companies. Market share data is difficult to ascertain precisely without proprietary information. Competitors include Goldman Sachs (GS), Morgan Stanley (MS), and JP Morgan Chase (JPM).
- Advisory Services: Provides advice on mergers, acquisitions, and restructuring. Market share data is hard to obtain without access to private reports. Competitors include Goldman Sachs (GS), Morgan Stanley (MS), and JP Morgan Chase (JPM).
Market Dynamics
Industry Overview
The financial services industry is characterized by intense competition, regulatory scrutiny, and technological advancements. It's influenced by economic cycles and interest rate environments.
Positioning
AMTD IDEA Group positions itself as a bridge between Asian capital and global investment opportunities. Its competitive advantages include its network in Asia and its expertise in serving high-growth companies.
Total Addressable Market (TAM)
The global investment banking and asset management market represents a large TAM, estimated to be in the trillions of dollars. AMTD IDEA Group's TAM is limited by its size and geographical focus.
Upturn SWOT Analysis
Strengths
- Strong network in Asia
- Expertise in serving high-growth companies
- Diversified business model
Weaknesses
- Relatively small size compared to global competitors
- Geographic concentration in Asia
- Dependence on key personnel
Opportunities
- Expansion into new markets
- Growth in the Asian economy
- Increased demand for investment banking services
Threats
- Increased competition
- Economic downturns
- Regulatory changes
Competitors and Market Share
Key Competitors
- GS
- MS
- JPM
Competitive Landscape
AMTD IDEA Group faces intense competition from larger, more established financial institutions. Its advantages lie in its Asian network, but its smaller size poses a challenge.
Major Acquisitions
n/a
- Year: 0
- Acquisition Price (USD millions): 0
- Strategic Rationale: Information not readily available.
Growth Trajectory and Initiatives
Historical Growth: Refer to financial news sources for historical growth trends.
Future Projections: Refer to analyst reports for projections on AMTD IDEA Group's future growth.
Recent Initiatives: Look for press releases and investor updates detailing strategic initiatives.
Summary
AMTD IDEA Group is a relatively small player in the global financial services market, with its primary strength being its Asian network. It faces strong competition from larger, well-established firms. While the company has growth opportunities in the expanding Asian economy, it must manage risks associated with economic downturns and regulatory changes. Further investigation into their financial performance is needed to fully asses their future.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Investor Relations
- Financial News Providers
- Analyst Reports
Disclaimers:
Data is based on publicly available information and may not be entirely accurate or up-to-date. This analysis is for informational purposes only and does not constitute financial advice. Market share for AMTD is based on public approximations.
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 AMTD IDEA Group
Exchange NYSE | Headquaters - | ||
IPO Launch date 2019-08-05 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees 214 | Website https://www.amtdinc.com |
Full time employees 214 | Website https://www.amtdinc.com | ||
AMTD IDEA Group, an investment holding company, provides capital market solutions in China, Hong Kong, Europe, the United States, and Southeast Asia. It operates through Capital Market Solutions, Digital Solutions and Other Services, Media and Entertainment Services, Hotel Operations, Hospitality and VIP Services, and Strategic Investments segments. The Capital Market Solutions segment raises funds through equity and debt financing, private placements, and debt issuances; provides financial advisory services, such as domestic and cross border advisory services for merger and acquisitions; and provides asset management products and services. The Digital Solutions and Other Services segment provides investor communication, investor relations, and corporate communication services to institutional and corporate clients, as well as digital financial solution services. The Media and Entertainment Services segment offers print and digital advertising campaigns, licensing, value-added marketing services comprising branded content, video production, social media activation, event creation, and experiential marketing services. The Hotel Operations, Hospitality and VIP Services segment engages in hotel investments, hotel operations, hospitality, and VIP services. The Strategic Investment segment engages in proprietary investments and management of global investment portfolio, including listed and unlisted equity shares investments and movie income right investments. The company was formerly known as AMTD International Inc. AMTD IDEA Group was founded in 2003 and is based in Paris, France. AMTD IDEA Group is a subsidiary of AMTD Group Inc.
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