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Upturn AI SWOT - About
AMTD IDEA Group (AMTD)
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Upturn Advisory Summary
03/27/2025: 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.
AI Based Fundamental 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 -47.4% | Avg. Invested days 16 | 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 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.09B USD | Price to earnings Ratio 0.53 | 1Y Target Price 9 |
Price to earnings Ratio 0.53 | 1Y Target Price 9 | ||
Volume (30-day avg) 22873 | Beta 0.48 | 52 Weeks Range 0.96 - 1.98 | Updated Date 03/30/2025 |
52 Weeks Range 0.96 - 1.98 | Updated Date 03/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.22 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-03-10 | When After Market | Estimate - | Actual - |
Profitability
Profit Margin 116.53% | Operating Margin (TTM) 1955.79% |
Management Effectiveness
Return on Assets (TTM) 12.04% | Return on Equity (TTM) 13.36% |
Valuation
Trailing PE 0.53 | Forward PE - | Enterprise Value 256222226 | Price to Sales(TTM) 23.28 |
Enterprise Value 256222226 | Price to Sales(TTM) 23.28 | ||
Enterprise Value to Revenue 4.61 | Enterprise Value to EBITDA 2.79 | Shares Outstanding 66054400 | Shares Floating 177538369 |
Shares Outstanding 66054400 | Shares Floating 177538369 | ||
Percent Insiders - | Percent Institutions 2.2 |
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 formerly known as AMTD International Inc. and changed its name to AMTD IDEA Group in July 2022. It was founded in 2003. The company has evolved into a diversified financial institution focusing on investment banking, asset management, and strategic investments.
Core Business Areas
- Investment Banking: Provides advisory and underwriting services for corporate clients, including IPOs, bond offerings, and M&A transactions.
- Asset Management: Manages funds and provides investment advisory services to institutional and high-net-worth clients.
- Strategic Investments: Invests in companies across various sectors, including fintech, digital media, and real estate.
Leadership and Structure
The leadership team includes prominent figures in the financial industry, with a board of directors overseeing the company's strategic direction. The organizational structure comprises various business units, each responsible for specific core business areas.
Top Products and Market Share
Key Offerings
- IPO Underwriting: AMTD IDEA Group provides IPO underwriting services for companies looking to go public. Data is limited regarding current market share. Competitors include major investment banks like Goldman Sachs and JP Morgan Chase in Asia.
- Private Equity Investments: AMTD makes strategic investments in high growth companies. No specific market share data available. Competitors are other investment firms such as Hillhouse Capital Group.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and dynamic, with rapid technological advancements and increasing regulatory scrutiny.
Positioning
AMTD IDEA Group is a relatively smaller player in the global financial landscape, competing with larger and more established institutions. Its competitive advantage lies in its focus on the Asian market and its expertise in cross-border transactions.
Total Addressable Market (TAM)
The TAM for financial services in Asia is estimated to be in the trillions of USD. AMTD IDEA Group is positioned to capture a share of this market through its investment banking, asset management, and strategic investment activities.
Upturn SWOT Analysis
Strengths
- Strong network in Asia
- Expertise in cross-border transactions
- Diversified business model
Weaknesses
- Relatively small size compared to major competitors
- Limited brand recognition outside of Asia
- Concentration of revenue in specific geographic regions
Opportunities
- Growing demand for financial services in Asia
- Increasing adoption of fintech solutions
- Potential for strategic partnerships
Threats
- Intense competition from established financial institutions
- Regulatory changes
- Economic downturns
Competitors and Market Share
Key Competitors
- GS
- JPM
- MS
Competitive Landscape
AMTD IDEA Group faces intense competition from larger, more established financial institutions with greater resources and brand recognition. AMTD attempts to differentiate through a focus on the Asian markets.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been inconsistent due to various factors.
Future Projections: Analyst estimates vary widely and should be interpreted with caution.
Recent Initiatives: Recent initiatives include strategic investments in fintech companies and expansion of its asset management business.
Summary
AMTD IDEA Group is a smaller financial services player focusing on the Asian market. Its strength lies in its regional network and cross-border expertise. However, it faces intense competition from larger firms and has exhibited volatile financial performance. Investors should exercise caution given the company's history and current market position.
Similar Companies
GS
Goldman Sachs Group Inc
GS
Goldman Sachs Group Inc
JPM
JPMorgan Chase & Co
JPM
JPMorgan Chase & Co
MS
Morgan Stanley
MS
Morgan Stanley
Sources and Disclaimers
Data Sources:
- Company filings
- Market research reports
- Analyst estimates
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Financial data is subject to change.
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 232 | Website https://www.amtdinc.com |
Full time employees 232 | 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 internationally. The company 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 offers 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 operates as a subsidiary of AMTD Group Company Limited.
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