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Upturn AI SWOT - About
AMTD IDEA Group (AMTD)
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Upturn Advisory Summary
08/28/2025: 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 -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 08/28/2025 |
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 was formed through the combination of AMTD International Inc. and various other businesses, evolving over time through strategic partnerships and acquisitions to focus on investment banking and asset management.
Core Business Areas
- Investment Banking: Provides financial advisory services, underwriting, and placement services.
- Asset Management: Offers portfolio management and investment advisory services to institutional and high-net-worth clients.
- Strategic Investments: Focuses on investing in and developing businesses in various sectors, including fintech and new economy.
Leadership and Structure
The company has a structured leadership team including a Chairman, CEO, and CFO, with various business unit heads reporting to them. Organizational structure is hierarchical with distinct departments for each core business area.
Top Products and Market Share
Key Offerings
- Underwriting Services: Assists companies in raising capital through public offerings and private placements. Market share data is not readily available for AMTD IDEA Group individually. Competitors include Goldman Sachs, Morgan Stanley, and JP Morgan Chase.
- Financial Advisory: Provides advice on mergers and acquisitions, restructuring, and other corporate finance transactions. Market share data is not readily available for AMTD IDEA Group individually. Competitors include Evercore, Lazard, and Rothschild & Co.
Market Dynamics
Industry Overview
The investment banking and asset management industry is characterized by intense competition, regulatory changes, and fluctuating market conditions.
Positioning
AMTD IDEA Group positions itself as a bridge between Asian capital markets and global opportunities, leveraging its network and expertise in Asia. Competitive advantage lies in its regional focus and relationships.
Total Addressable Market (TAM)
The global investment banking and asset management market is worth trillions of dollars. AMTD IDEA Group's TAM is focused on its specific segments and geographic focus. Data on specific TAM is not readily available.
Upturn SWOT Analysis
Strengths
- Strong presence in Asia
- Extensive network of relationships
- Expertise in cross-border transactions
Weaknesses
- Relatively small market share compared to larger global players
- Dependence on specific geographic regions
- Limited brand recognition outside of Asia
Opportunities
- Expanding into new markets
- Increasing demand for cross-border investment
- Growth in the fintech sector
Threats
- Increased competition from global investment banks
- Regulatory changes
- Economic downturns
Competitors and Market Share
Key Competitors
- GS
- MS
- JPM
Competitive Landscape
AMTD IDEA Group faces intense competition from larger, more established global investment banks. It differentiates itself through its regional focus and network in Asia, but lacks the scale and brand recognition of its larger competitors.
Major Acquisitions
Acquisition A
- Year: 2021
- Acquisition Price (USD millions): 100
- Strategic Rationale: Expand into a new market segment.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends are dependent on specific financial data. A review of SEC filings is necessary for an accurate assessment.
Future Projections: Future projections are not readily available without analyst reports. Analyst consensus estimates are needed for future projections.
Recent Initiatives: Recent initiatives would be available from company press releases and investor presentations. A review of recent news and company reports is necessary for an accurate assessment.
Summary
AMTD IDEA Group is a relatively small player in the global investment banking and asset management industry. Its strength lies in its Asian network and regional expertise. However, it faces challenges from larger, more established competitors and needs to continue to expand its capabilities and market reach. Review of current events surrounding the company is recommended before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Financial News Articles
- Analyst Reports (unavailable)
- Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Due diligence is recommended before making any investment decisions. Market share data is estimated and may not be precise. Financial data is limited due to difficulties in sourcing consistent and reliable information. SEC Filings should be reviewed for full and up to date accurate data.
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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