AMTD AMTD IDEA Group Loading... : Investor Sentiment and Bull/Bear Views
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04:02
Jan 23
Jan 23
Deep asset and cash-flow discount; author bought AMTD.
The author argues AMTD Idea Group is one of the cheapest stocks he has seen: at roughly $2.02 (about $70M market cap) it trades at 0.77x operating cash flow and 0.04x book value of $23.52 per share, after buying assets such as a 50% stake in the Ritz Carlton Perth, the Hilton Garden Inn in Tribeca and a global fashion media empire. The mechanism is a discount to tangible assets and cash flow that would close if the reported financials are even remotely accurate, with reported 150% revenue growth and 63.7% net income growth in the latest 2025 financials as the supporting catalyst. He states he added it to his portfolio this week and has sell processes in place, while flagging the main risk that the market does not trust the company: Calvin Choi's two-year Hong Kong SFC ban over undisclosed conflicts at UBS, the auditor switch from Deloitte to small Singapore firm Audit Alliance, and lawsuits from former partners and the family that sold L'Officiel.
HIGH
About AMTD Investor Commentary
Across the available history and selected sources, Buzzberg tracks AMTD (AMTD IDEA Group) across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: u/cameronreilly.