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AMTD IDEA Group (AMTD)
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Upturn Advisory Summary
12/24/2025: 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 12/24/2025 |
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 Strategy & Technology Group) was founded in 2003. It evolved from a traditional financial services firm to a comprehensive digital solutions provider. Key milestones include its IPO on the New York Stock Exchange (NYSE) and strategic shifts towards digital transformation and technology-driven services.
Core Business Areas
- Digital Solutions: Provides a range of digital solutions including cloud computing, big data analytics, and artificial intelligence services, aimed at enhancing operational efficiency and driving innovation for businesses.
- Financial Services: Offers traditional financial services such as investment banking, asset management, and insurance brokerage, though with an increasing focus on digital integration.
- Strategic Investments: Engages in strategic investments in technology companies and emerging sectors to foster growth and diversify its portfolio.
Leadership and Structure
The leadership team is headed by CEO Calvin Choi. The organizational structure is designed to support its diversified business segments, with dedicated teams for digital solutions, financial services, and strategic investments.
Top Products and Market Share
Key Offerings
- Digital Transformation Solutions: Includes cloud migration, AI-powered analytics platforms, and custom software development. Market share data is not readily available for this specific segment as it is broadly defined. Competitors include large cloud providers like Amazon Web Services (AWS), Microsoft Azure, Google Cloud, and specialized digital transformation consultancies.
- Investment Banking Services: Facilitates mergers and acquisitions, capital raising, and advisory services for corporations. Market share data is fragmented and highly competitive, with global investment banks and regional players as competitors.
- Asset Management Platforms: Offers various investment products and wealth management solutions. Market share is difficult to ascertain without specific product breakdowns, but competes with a wide array of asset managers.
Market Dynamics
Industry Overview
AMTD IDEA Group operates in the rapidly evolving financial technology (FinTech) and digital transformation sectors. These industries are characterized by intense competition, rapid technological advancements, and increasing regulatory scrutiny.
Positioning
AMTD IDEA Group aims to position itself as a hybrid company, leveraging its traditional financial expertise with a strong focus on digital innovation. Its competitive advantages lie in its ability to integrate financial services with cutting-edge technology solutions.
Total Addressable Market (TAM)
The TAM for digital transformation and FinTech is vast and growing, estimated in the trillions of dollars globally. AMTD IDEA Group is positioned as a niche player within this broad market, focusing on specific segments where it can leverage its expertise.
Upturn SWOT Analysis
Strengths
- Synergy between financial services and digital solutions
- Agility as a mid-sized player
- Focus on innovation and technology adoption
Weaknesses
- Brand recognition compared to larger competitors
- Potential reliance on key personnel
- Navigating a complex and competitive regulatory environment
Opportunities
- Growing demand for digital transformation services
- Expansion into emerging markets
- Strategic partnerships and acquisitions
Threats
- Intensifying competition from established and new players
- Rapid technological obsolescence
- Economic downturns impacting investment and financial services
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- AMTD Digital Inc. (AMTD)
- Futu Holdings Limited (FUTU)
- UP Fintech Holding Limited (TIGR)
- Lufax Holding Ltd. (LU)
Competitive Landscape
AMTD IDEA Group faces strong competition from both established financial institutions and agile FinTech companies. Its ability to differentiate through integrated digital and financial solutions is key to its competitive positioning.
Major Acquisitions
AMTD Digital Inc.
- Year: 2022
- Acquisition Price (USD millions):
- Strategic Rationale: The acquisition of AMTD Digital Inc. was aimed at strengthening its digital ecosystem and expanding its reach in the digital financial services and technology sectors.
Growth Trajectory and Initiatives
Historical Growth: Historically, AMTD IDEA Group has pursued growth through a combination of organic expansion and strategic acquisitions, shifting its focus towards digital and technology-enabled services.
Future Projections: Future growth is expected to be driven by the increasing demand for its digital solutions and its expansion into new markets. Analyst projections, if available, would provide insights into expected revenue and earnings growth.
Recent Initiatives: Recent initiatives likely focus on expanding its digital service offerings, forming strategic alliances, and investing in promising technology ventures.
Summary
AMTD IDEA Group is navigating a complex and competitive landscape by blending traditional financial services with a strong focus on digital transformation. Its agility and innovative approach are key strengths, but it faces challenges in brand recognition and intense market competition. The company's success hinges on its ability to effectively execute its digital strategy and adapt to rapid technological changes and evolving market demands.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings (e.g., SEC filings)
- Financial news outlets
- Industry analysis reports
- Company press releases
Disclaimers:
This analysis is based on publicly available information and is intended for informational purposes only. It does not constitute financial advice. Market data and company performance can change rapidly. Investors should conduct their own due diligence before making any investment decisions.
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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