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Upturn AI SWOT - About
AMTD IDEA Group (AMTD)
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Upturn Advisory Summary
09/16/2025: AMTD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -47.14% | Avg. Invested days 13 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
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 AMTD International Inc.) was founded in Hong Kong. The company is focused on investment banking, asset management, and strategic investments. The holding company for the Group is AMTD Group. It has grown through acquisitions and partnerships to expand its reach in financial services.
Core Business Areas
- Investment Banking: Provides underwriting, placement, and advisory services for corporate clients. Focuses on IPOs, debt offerings, and M&A transactions.
- Asset Management: Offers asset management services, including investment strategies and portfolio management for institutional and individual investors.
- Strategic Investments: Invests in companies across various sectors, including technology, media, and entertainment.
Leadership and Structure
The leadership team consists of senior executives with experience in investment banking and finance. The organizational structure involves various business units and subsidiaries operating under the AMTD IDEA Group umbrella.
Top Products and Market Share
Key Offerings
- IPO Underwriting: Provides underwriting services for companies seeking to list on stock exchanges. Market share is not readily available. Competitors include major investment banks such as Goldman Sachs, Morgan Stanley, and JPMorgan Chase.
- Debt Financing Advisory: Offers advisory services for companies seeking to raise capital through debt offerings. Market share is not readily available. Competitors include major investment banks such as Goldman Sachs, Morgan Stanley, and JPMorgan Chase.
- Private Equity Investments: Direct investments in private companies. Performance and returns on these investments vary. Competitors include KKR, Blackstone, and Carlyle Group.
Market Dynamics
Industry Overview
The financial services industry is highly competitive, with increasing regulatory scrutiny and technological disruption. There is a growing demand for investment banking and asset management services in Asia.
Positioning
AMTD IDEA Group positions itself as a bridge between Asia and global capital markets, leveraging its network and expertise to serve clients in the region. Competitive advantages include its strong relationships and focus on emerging growth companies.
Total Addressable Market (TAM)
The TAM for investment banking and asset management in Asia is estimated to be in the trillions of dollars. AMTD IDEA Group aims to capture a portion of this market by focusing on specific niches and leveraging its network.
Upturn SWOT Analysis
Strengths
- Strong network in Asia
- Experience in emerging markets
- Diverse business segments
- Focus on innovation
Weaknesses
- Relatively small size compared to major competitors
- Dependence on key relationships
- Limited brand recognition
- Volatile stock price
Opportunities
- Growth in Asian economies
- Increasing demand for financial services
- Technological advancements
- Strategic acquisitions
Threats
- Regulatory changes
- Economic downturns
- Increased competition
- Geopolitical risks
Competitors and Market Share
Key Competitors
- GS
- MS
- JPM
Competitive Landscape
AMTD IDEA Group faces intense competition from larger, more established investment banks. Its advantages lie in its regional focus and network, while its disadvantages include its smaller size and limited resources.
Growth Trajectory and Initiatives
Historical Growth: Historical Growth of AMTD IDEA Group is not accessible at this time.
Future Projections: Future Projections of AMTD IDEA Group is not accessible at this time.
Recent Initiatives: AMTD IDEA Group has been focusing on expanding its digital financial services and strengthening its presence in Southeast Asia.
Summary
AMTD IDEA Group is a smaller player in a competitive financial services market, focused on the Asian region. Its strengths lie in its regional network and emerging market expertise, but it faces challenges from larger competitors. Its future success depends on its ability to execute its growth strategy and navigate regulatory and economic risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Market share data is approximate.
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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