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Upturn AI SWOT - About
AMTD IDEA Group (AMTD)
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Upturn Advisory Summary
06/30/2025: 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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $9
1 Year Target Price $9
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -54% | Avg. Invested days 15 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
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 |
Analyst Ratings
Rating - | Target Price 9 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
AMTD IDEA Group
Company Overview
History and Background
AMTD IDEA Group was a subsidiary of AMTD Group Company Limited. AMTD IDEA Group has been renamed as HALO Technologies.
Core Business Areas
- Investment Banking: Provides advisory services for mergers and acquisitions, initial public offerings, and other capital market transactions.
- Asset Management: Manages investment portfolios for institutional and high-net-worth clients.
- Brokerage: Offers brokerage services for trading securities.
Leadership and Structure
Details regarding AMTD IDEA Group's former leadership team and organizational structure are no longer relevant following the merger with HALO Technologies.
Top Products and Market Share
Key Offerings
- IPO Advisory: Advises companies on initial public offerings, including valuation, structuring, and marketing. Data on revenue and competitors is not readily available since being renamed to HALO technologies
- M&A Advisory: Provides advisory services for mergers and acquisitions transactions, including due diligence, negotiation, and deal structuring. Data on revenue and competitors is not readily available since being renamed to HALO technologies
Market Dynamics
Industry Overview
The investment banking, asset management, and brokerage industries are highly competitive and subject to regulatory changes. It is hard to summarize this aspect as it is now HALO technologies
Positioning
Details regarding AMTD IDEA Group's positioning are no longer relevant following the merger with HALO Technologies.
Total Addressable Market (TAM)
Data on the precise TAM for AMTD IDEA Group specifically is not available since being renamed to HALO technologies. However, financial services generally represent a multi-trillion-dollar market.
Upturn SWOT Analysis
Strengths
- Global Network
- Experienced Management Team
- Full service platform
Weaknesses
- Limited Market Share
- Regulatory Risks
- Reputational Risks
Opportunities
- Expansion into New Markets
- Growing Demand for Financial Services
- Technological Innovation
Threats
- Increased Competition
- Economic Downturn
- Geopolitical Instability
Competitors and Market Share
Key Competitors
- GS
- MS
- JPM
- BX
Competitive Landscape
AMTD IDEA Group faced significant competition from larger, more established firms in the financial services industry. Now HALO technologies, it will likely have an altered competitive landscape.
Major Acquisitions
Acquired Company Name
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Explain the strategic reasons behind the acquisition.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends are not readily available since being renamed to HALO technologies.
Future Projections: Future growth projections are not readily available since being renamed to HALO technologies.
Recent Initiatives: Information on recent strategic initiatives is not readily available for AMTD IDEA Group since being renamed to HALO technologies.
Summary
AMTD IDEA Group has faced challenges and opportunities within the financial services sector. Its merger with HALO Technologies marks a significant shift in its strategic direction. It is hard to determine the effect of this merger on the company, although the company is small in relation to larger competitors. It must monitor competitive pressures and adapt to evolving industry dynamics to find a secure standing in this new arrangement.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Market research reports
- Financial news sources
Disclaimers:
This analysis is based on available information and is subject to change. It does not constitute financial advice. The information presented regarding AMTD IDEA Group is less relevant after its merger with HALO Technologies.
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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