AMTD IDEA Group (AMTD): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama de finanzas digitales en rápida evolución, AMTD Idea Group emerge como una fuerza transformadora, combinando la tecnología blockchain de vanguardia con servicios financieros innovadores. Esta compañía dinámica ha creado un modelo de negocio sofisticado que trasciende los límites financieros tradicionales, ofreciendo un ecosistema integral de gestión de activos digitales, banca de inversión y soluciones tecnológicas. Al integrar estratégicamente las asociaciones globales, la infraestructura tecnológica avanzada y un enfoque de pensamiento a futuro, AMTD Idea Group está redefiniendo cómo los inversores y los entusiastas financieros interactúan con plataformas financieras digitales complejas, prometiendo oportunidades sin precedentes en el mundo interconectado de las finanzas modernas.

AMTD Idea Group (AMTD) - Modelo de negocio: asociaciones clave

Colaboración estratégica con plataformas de tecnología financiera

AMTD Idea Group ha establecido asociaciones con las siguientes plataformas FinTech:

Plataforma	Detalles de la asociación	Año establecido
Plataforma digital Nasdaq	Integración de negociación de valores digitales	2022
Red de terminal Bloomberg	Datos financieros y compartir análisis	2023

Redes de banca de inversión y socios del ecosistema

Las asociaciones de banca de inversión clave incluyen:

• División de Mercados Digitales de Goldman Sachs
• Morgan Stanley Group de tecnologías emergentes
• JPMorgan Chase Blockchain Innovation Team

Proveedores de tecnología de activos digitales y blockchain

Proveedor de tecnología	Enfoque de colaboración	Valor de asociación
Nube de coinbase	Infraestructura de criptomonedas	Contrato anual de $ 5.2 millones
Ethereum Enterprise Alliance	Desarrollo de blockchain	Membresía estratégica

Instituciones financieras globales y empresas de capital de riesgo

Asociaciones institucionales y relaciones de inversión:

• Fondo de visión SoftBank: inversión estratégica de $ 50 millones
• Temasek Holdings: Asociación de capital de riesgo de $ 35 millones
• China Development Bank Capital: Fondo de colaboración de $ 25 millones

Colaboradores de servicios financieros transfronterizos

Región	Institución asociada	Alcance del servicio
Asia Pacífico	Banco DBS	Soluciones de pago transfronterizas
América del norte	Silicon Valley Bank	Financiación de inicio de tecnología
Europa	Santander digital	Servicios financieros digitales

AMTD Idea Group (AMTD) - Modelo de negocio: actividades clave

Desarrollo de la plataforma de servicios financieros digitales

AMTD Idea Group ha invertido $ 37.5 millones en desarrollo de tecnología de plataforma en 2023. La plataforma admite 1,2 millones de usuarios activos de servicios financieros digitales en múltiples mercados.

Métrica de plataforma	2023 datos
Inversión de plataforma total	$ 37.5 millones
Usuarios digitales activos	1.2 millones
Volumen de transacción de plataforma	$ 2.8 mil millones

Innovación de la tecnología de criptomonedas y blockchain

AMTD ha asignado $ 22.3 millones para Blockchain Research and Development en 2023.

• Patentes de blockchain presentadas: 14
• Volumen de negociación de criptomonedas: $ 650 millones
• Inversión de infraestructura blockchain: $ 12.7 millones

Servicios de banca de inversión y gestión de patrimonio

AMTD administra $ 4.6 mil millones en activos de gestión de patrimonio a partir del cuarto trimestre de 2023.

Métrico de servicio	2023 rendimiento
Activos totales de gestión de patrimonio	$ 4.6 mil millones
Transacciones de banca de inversión	37 ofertas completadas
Valor de transacción promedio	$ 124 millones

Expansión del mercado global e inversiones estratégicas

AMTD se ha expandido a 6 nuevos mercados internacionales en 2023, con inversiones estratégicas por un total de $ 95.4 millones.

• Nuevos mercados internacionales: 6
• Inversión estratégica Total: $ 95.4 millones
• Valor de transacción transfronteriza: $ 1.2 mil millones

Infraestructura tecnológica y mejora de la ciberseguridad

AMTD invirtió $ 28.6 millones en actualizaciones de infraestructura tecnológica y ciberseguridad durante 2023.

Métrica de ciberseguridad	2023 datos
Inversión total de infraestructura	$ 28.6 millones
Incidentes de ciberseguridad evitados	892
Certificaciones de cumplimiento de seguridad	4 estándares internacionales

AMTD Idea Group (AMTD) - Modelo de negocio: recursos clave

Infraestructura avanzada de tecnología financiera digital

AMTD Idea Group mantiene una infraestructura digital sofisticada con las siguientes especificaciones técnicas:

Componente de infraestructura	Especificación técnica
Capacidad de computación en la nube	256 Potencia de procesamiento de Teraflops
Protección contra ciberseguridad	Protocolos de cifrado de 256 bits
Redundancia de la red	Garantía de tiempo de actividad del 99.99%

Propiedad intelectual en FinTech y Blockchain Solutions

La cartera de propiedades intelectuales de AMTD incluye:

• 7 patentes relacionadas con blockchain registradas
• 12 algoritmos de tecnología financiera patentada
• 3 plataformas de comercio de activos digitales únicos

Equipo de gestión experimentado

Posición de liderazgo	Años de experiencia financiera
CEO	25 años
Director de tecnología	18 años
Director financiero	22 años

Fuerte base de capital y cartera de inversiones

Recursos financieros a partir de 2024:

• Activos totales: $ 1.2 mil millones
• Reservas de capital líquido: $ 350 millones
• Diversificación de la cartera de inversiones: 65% de activos digitales, 35% de inversiones tradicionales

Plataformas de activos tecnológicos y digitales robustos

Plataforma	Volumen comercial	Base de usuarios
Intercambio de activos digitales	$ 2.5 mil millones mensuales	175,000 usuarios registrados
Infraestructura de blockchain	3.500 transacciones por segundo	250 clientes empresariales

AMTD Idea Group (AMTD) - Modelo de negocio: propuestas de valor

Ecosistema integrado de servicios financieros digitales

AMTD Idea Group ofrece una plataforma integral de servicios financieros digitales con los siguientes componentes clave:

Categoría de servicio	Ofertas específicas	Alcance del mercado
Banca digital	Cuentas de inversión en línea	Hong Kong, Singapur, Estados Unidos
Tecnología financiera	Herramientas de inversión con IA	Plataformas digitales globales
Gestión de activos	Servicios de gestión de patrimonio digital	Inversores institucionales y minoristas

Soluciones innovadoras de blockchain y criptomonedas

AMTD proporciona infraestructura de criptomonedas avanzadas con las siguientes capacidades:

• Plataformas de comercio de criptomonedas
• Integración de tecnología blockchain
• Servicios de custodia de activos digitales

Servicio de criptomonedas	Volumen de transacción	Ingresos anuales
Plataforma de comercio de cripto	$ 127.4 millones	$ 18.6 millones
Infraestructura de blockchain	$ 53.2 millones	$ 9.3 millones

Capacidades de inversión transfronteriza y gestión de patrimonio

AMTD se especializa en estrategias de inversión internacional:

• Productos de inversión de la jurisdicción múltiple
• Servicios de asignación de activos globales
• Gestión de patrimonio transfronterizo

Región de inversión	Activos bajo administración	Tamaño promedio de la cartera de clientes
Asia-Pacífico	$ 2.3 mil millones	$475,000
América del norte	$ 1.7 mil millones	$612,000

Plataformas financieras tecnológicas avanzadas

Infraestructura tecnológica que respalda los servicios financieros:

• Algoritmos de inversión de aprendizaje automático
• Herramientas de análisis de mercado en tiempo real
• Seguro plataformas financieras basadas en la nube

Oportunidades integrales de inversión de activos digitales

Detalles del ecosistema de inversión de activos digitales:

Categoría de activos digitales	Volumen de inversión total	Tasa de crecimiento anual
Inversiones de criptomonedas	$ 345.6 millones	27.3%
Valores digitales	$ 214.2 millones	19.7%

AMTD Idea Group (AMTD) - Modelo de negocios: relaciones con los clientes

Plataformas de autoservicio digital

A partir de 2024, AMTD Idea Group ofrece plataformas de autoservicio digital con las siguientes características clave:

Característica de la plataforma	Disponibilidad	Compromiso de usuario
Administración de cuentas en línea	Acceso 24/7	87% de penetración del usuario
Aplicación de banca móvil	iOS/Android	92,000 usuarios activos mensuales
Capacidades de transacción digital	Procesamiento en tiempo real	Tasa de transacción digital del 65%

Servicios de asesoramiento financiero personalizado

AMTD proporciona un aviso financiero personalizado a través de:

• Recomendaciones de inversión personalizadas impulsadas por IA
• Plataformas de consulta financiera virtual
• Estrategias de gestión de patrimonio a medida

Compromiso del cliente impulsado por la tecnología

Canal de compromiso	Tecnología	Métricas de interacción
Soporte de chatbot	Aprendizaje automático	78% de resolución de primer contacto
Análisis predictivo de clientes	Procesamiento de big data	93% de precisión de personalización

Interfaces bancarias en línea y móviles

Estadísticas de la interfaz bancaria digital:

• Descargas de aplicaciones móviles: 175,000
• Duración promedio de la sesión del usuario: 12.5 minutos
• Sincronización de múltiples dispositivos: 96% de compatibilidad

Canales de atención al cliente dedicados

Canal de soporte	Disponibilidad	Métricas de respuesta
Soporte telefónico	24/7	Tiempo de espera promedio: 2.3 minutos
Soporte por correo electrónico	Plurilingüe	Tiempo de respuesta: 3.7 horas
Chat en vivo	Cobertura de las horas pico	Satisfacción del cliente: 89%

AMTD Idea Group (AMTD) - Modelo de negocio: canales

Plataformas digitales en línea

AMTD Idea Group opera a través de múltiples plataformas digitales en línea con las siguientes características clave:

Plataforma	Base de usuarios	Volumen de transacción
Amtd digital	247,000 usuarios registrados	$ 3.2 mil millones de transacciones digitales anuales
AMTD SuperApp	184,500 usuarios mensuales activos	Valor de transacción total de $ 1.7 mil millones

Servicios de aplicaciones móviles

Los canales móviles incluyen:

• AMTD SuperApp con servicios financieros integrados
• Plataforma de comercio de inversiones móviles
• Integración de billetera digital

Redes de tecnología financiera estratégica

Tipo de red	Número de asociaciones	Cobertura
Asociaciones de la institución financiera	37 asociaciones estratégicas	Hong Kong, Singapur, Malasia
Redes de colaboración tecnológica	12 asociaciones tecnológicas	Región de Asia-Pacífico

Canales de banca de inversión global

Los canales de distribución de banca de inversión incluyen:

• Red de inversores institucionales directos
• Plataformas de inversión transfronteriza
• Servicios de asesoramiento de finanzas corporativas

Plataformas de comercio de activos digitales

Plataforma	Volumen comercial	Pares de criptomonedas
Amtd Crypto Exchange	Volumen de negociación mensual de $ 620 millones	23 pares de comercio de criptomonedas

AMTD Idea Group (AMTD) - Modelo de negocio: segmentos de clientes

Inversores individuales de alto nivel de red

AMTD Idea Group se dirige a personas de alto patrimonio con características de inversión específicas:

Característica de segmento	Datos cuantitativos
Umbral mínimo de inversión	$ 500,000 USD
Tamaño promedio de la cartera	$ 2.3 millones USD
Concentración geográfica global	Región del 70% de Asia-Pacífico

Inversores institucionales

Detalles clave del segmento de inversores institucionales:

• Fondos de cobertura
• Fondos de pensiones
• Fondos de riqueza soberana
• Entidades de inversión corporativa

Tipo de inversor	Volumen de inversión promedio
Fondos de cobertura	$ 15-25 millones de dólares
Fondos de pensiones	$ 10-18 millones de dólares

Criptomonedas y entusiastas de blockchain

Características del segmento de clientes de activos digitales de AMTD:

• Rango de edad: 25-45 años
• Tasa de adopción de tecnología: 86%
• Portafolio de activos digitales promedio: $ 350,000 USD

Comerciantes de activos digitales globales

Segmento de comerciante profile:

Característica comercial	Métrica cuantitativa
Volumen de negociación mensual	$ 50-100 millones USD
Distribución geográfica	45% Asia, 30% de América del Norte, 25% Europa
Tamaño de transacción promedio	$ 75,000 USD

Consumidores de servicios financieros expertos en tecnología

Consumidor de servicios financieros digitales profile:

• Uso de la plataforma digital: 92%
• Preferencia bancaria móvil: 78%
• Inversión digital anual: $ 180,000 USD

AMTD Idea Group (AMTD) - Modelo de negocio: Estructura de costos

Desarrollo de infraestructura tecnológica

Según los informes financieros de AMTD Idea Group para 2023, los costos de desarrollo de la infraestructura tecnológica fueron de aproximadamente $ 12.5 millones.

Categoría de gastos de infraestructura tecnológica	Costo anual ($)
Infraestructura de computación en la nube	4,750,000
Sistemas de ciberseguridad	3,250,000
Mantenimiento de la red y los centros de datos	4,500,000

Inversiones de investigación y desarrollo

Grupo de ideas AMTD asignado $ 18.3 millones Para la investigación y el desarrollo en el año fiscal 2023.

• Investigación de innovación Fintech: $ 7.2 millones
• Desarrollo de la plataforma digital: $ 6.5 millones
• Integración de inteligencia artificial: $ 4.6 millones

Gastos operativos y de cumplimiento

Los costos totales operativos y de cumplimiento para 2023 fueron de $ 15.7 millones.

Categoría de gastos de cumplimiento	Costo anual ($)
Cumplimiento regulatorio	5,200,000
Servicios de asesoramiento legal	3,900,000
Auditoría interna y gestión de riesgos	6,600,000

Costos de marketing y adquisición de clientes

El gasto de marketing para 2023 totalizó $ 8.6 millones.

• Campañas de marketing digital: $ 3.4 millones
• Estrategias de adquisición de clientes: $ 3.2 millones
• Iniciativas de posicionamiento de marca: $ 2 millones

Expansión global y gastos de inversión estratégica

La inversión estratégica y los costos de expansión global alcanzaron los $ 22.9 millones en 2023.

Categoría de gastos de expansión global	Costo anual ($)
Entrada al mercado internacional	9,500,000
Asociaciones estratégicas	7,200,000
Diversificación geográfica	6,200,000

AMTD IDEA GROUP (AMTD) - Modelo de negocios: flujos de ingresos

Tarifas de comercio de activos digitales

A partir de 2024, AMTD Idea Group genera tarifas de comercio de activos digitales a través de sus plataformas digitales. La compañía informó volúmenes de transacciones de comercio digital de $ 378.6 millones en el año fiscal 2023.

Flujo de ingresos	Volumen de transacción anual	Porcentaje de tarifa promedio
Comercio de activos digitales	$ 378.6 millones	0.35%

Servicios de banca de inversión

La división de banca de inversión de AMTD Idea Group generó $ 124.7 millones en tarifas de asesoramiento y suscripción durante el año fiscal 2023.

Tipo de servicio	Ingresos generados
Fusión & Aviso de adquisición	$ 63.2 millones
Suscripción de capital	$ 41.5 millones
Aviso de financiamiento de la deuda	$ 20 millones

Comisiones de gestión de patrimonio

Servicios de gestión de patrimonio contribuidos $ 87.3 millones a los ingresos de la compañía en 2023.

• Activos bajo administración (AUM): $ 2.4 mil millones
• Tasa de comisión promedio: 0.45%
• Segmentos de clientes: individuos de alto nivel de red, entidades corporativas

Licencias de tecnología blockchain

Licencias de tecnología blockchain de Amtd Idea Group generadas $ 22.5 millones en tarifas de licencia durante 2023.

Categoría de licencias	Ganancia
Plataformas de tecnología financiera	$ 15.3 millones
Infraestructura de blockchain	$ 7.2 millones

Rendimientos de inversión estratégica

Inversiones estratégicas producidas $ 56.4 millones en devoluciones para el grupo AMTD Idea en 2023.

Categoría de inversión	Devolución
Startups tecnológicas	$ 32.6 millones
FinTech Ventures	$ 23.8 millones

AMTD IDEA Group (AMTD) - Canvas Business Model: Value Propositions

You're looking at the core value AMTD IDEA Group offers its clients and investors as of late 2025. It's not just one thing; it's a platform designed to connect different needs across finance, media, and real assets. The numbers coming out of their subsidiaries, especially AMTD Digital Inc., show where the current growth engine is firing.

One-stop business services across a client's entire life cycle

AMTD IDEA Group positions itself as a diversified institution and digital solutions group. Its comprehensive one-stop business services plus digital solutions platform is designed to address diverse and inter-connected business needs and digital requirements across all phases of a client's life cycle. This is the structural promise of the whole setup.

Access to global capital markets for companies and investors (East-West connection)

The firm acts as an active super connector, linking clients, business partners, investee companies, and investors, specifically connecting the East and the West. While specific transaction volume data isn't immediately available for late 2025, the structure supports this role, evidenced by its dual listing on the NYSE and SGX: HKB.

High-growth exposure in digital media, entertainment, and hospitality

The growth story here is stark, driven by the consolidation of The Generation Essentials Group (TGE). For the six months ended April 30, 2025, AMTD Digital Inc.'s unaudited revenue surged by 1,085.9% compared to the same period in 2024, hitting US$73.2 million (up from US$6.2 million). This exposure is broken down across key areas:

• Hotel operations, hospitality, and VIP services income: US$13.6 million for H1 2025.
• Fashion, arts, and luxury media advertising and marketing services income: US$10.0 million for H1 2025.

Honestly, that revenue jump is what gets attention, but you need to look at the underlying segment performance to see the real drivers.

Asset diversification opportunities for cryptocurrency holders via share exchange

AMTD IDEA Group offers this proposition, though concrete 2025 financial figures detailing the volume or value of asset exchange are not publicly detailed in the latest releases.

Premium hospitality and VIP services for high-net-worth clients

The hospitality segment shows clear financial acceleration. Income from hotel operations, hospitality, and VIP services increased by 172.4% year-over-year, moving from US$5.0 million in the comparable period of 2024 to US$13.6 million for the six months ended April 30, 2025. This is directly attributable to additional contribution recognized from hotel operations, which is a concrete metric for VIP service value capture.

Here's a quick look at the broader financial context supporting these value propositions as of the latest available data points:

Metric	Value / Period	Context
Trailing 12 Months Revenue (Ending Jun 30, 2025)	$131.93M	Shows top-line activity across the group.
Total Assets (As of Dec 31, 2024)	US$2.07 billion	Base for asset-backed services.
Net Assets (As of Dec 31, 2024)	US$1.70 billion	Equity base supporting operations.
Pretax Profit Margin (Latest Reported)	97.6%	Indicates high operational efficiency.
P/E Ratio (Latest Reported)	1.79	Suggests a compelling valuation relative to earnings.
Cash Reserves (Latest Reported)	$62.87M	Liquidity available for strategic investments.
Long-Term Debt (Latest Reported)	$219 million	Debt level relative to asset base.
Dividend Income and Fair Value Gain (H1 2025)	US$47.9 million	Contribution from financial asset portfolio.

The return on equity stands at 2.69, which shows the firm's ability to generate earnings from shareholder capital. Finance costs grew by 51.7% to $6.1 million for H1 2025 due to higher bank borrowings, which is a near-term risk to watch against that high profit margin. Finance: draft 13-week cash view by Friday.

AMTD IDEA Group (AMTD) - Canvas Business Model: Customer Relationships

You're looking at how AMTD IDEA Group structures its interactions with its diverse client base as of late 2025. The approach clearly splits between high-volume digital services for institutions and high-touch services for VIPs and partners.

Dedicated relationship management for institutional clients and partners is supported by the digital solutions platform, which serves institutional and corporate clients with paid access for investor communication and relations services. The scale of this digital engagement is reflected in the performance of its subsidiary, AMTD Digital Inc., which reported unaudited revenue of $73.2 million for the six months ended April 30, 2025. That figure represents a massive 1,085.9% increase compared to the $6.2 million reported in the same period in 2024.

For the high-value segment, the high-touch, personalized service for VIP and hospitality customers is a growing revenue driver. The hotel operations, hospitality, and VIP services segment generated $13.6 million for the six months ending April 30, 2025. That revenue stream saw a significant year-over-year increase of 172.4%. Furthermore, the physical footprint supporting this service is expanding; the total number of hotel rooms managed under AMTD IDEA Group and its announced deals is expected to exceed 1,000.

The signal of long-term commitment from core management is a key element in building trust with all client types. As of August 20, 2025, executive directors and core management entered into voluntary lock-up agreements preventing the sale of their equity securities for two years across AMTD IDEA Group, AMTD Digital, and TGE. This was reinforced on November 13, 2025, when AMTD Group also entered a voluntary lock-up arrangement on its holdings in AMTD IDEA Group for 2 years from that date. This commitment follows an earlier agreement where AMTD Group, AMTD IDEA Group, and AMTD Digital committed to a three-year lock-up on their TGE equity securities starting June 3, 2025.

Self-service and digital interaction is primarily channeled through the digital solutions platform offered by AMTD Digital. This platform addresses diverse and inter-connected business needs and digital requirements across all phases of client life cycles. The growth in the digital segment revenue suggests a high volume of self-service or digitally-mediated interactions from its institutional client base.

Here's a quick look at the financial scale of the key customer-facing segments as of the first half of fiscal 2025:

Customer Relationship Focus	Revenue (Six Months Ended 4/30/2025)	Year-over-Year Growth	Associated Metric
Digital Solutions (Institutional/Corporate)	$73.2 million (AMTD Digital Revenue)	1,085.9%	Digital Solutions Segment Paid Access
Hospitality & VIP Services	$13.6 million	172.4%	Expected Hotel Rooms: Over 1,000

You should note that AMTD IDEA Group's total shares outstanding as of the last reported statistics was 68.79 million, and the company's market capitalization was reported around $69.48 million in late 2025.

Also, consider the media and entertainment division, which also serves clients through advertising and content, brought in $10.0 million during the same six-month period ending April 30, 2025.

If you're tracking the commitment level, the two-year lock-up for core management starting in August 2025 is a concrete data point signaling internal confidence in the strategy you are analyzing.

Finance: draft 13-week cash view by Friday.

AMTD IDEA Group (AMTD) - Canvas Business Model: Channels

You're looking at how AMTD IDEA Group (AMTD) gets its services and products to the market, which is pretty diverse, spanning from public exchanges to direct sales and digital platforms. Here's the breakdown of those channels based on what we know as of late 2025.

NYSE and SGX-ST Dual-Listing for Public Market Access

The primary channel for public market access is the dual-listing structure. AMTD IDEA Group (AMTD) maintains its presence on two major exchanges, which helps connect it with a broader base of international and regional investors.

The specific listings are:

• New York Stock Exchange (NYSE) with ticker AMTD.
• Singapore Exchange Securities Trading Limited (SGX-ST) with ticker HKB.

This dual access supports its role as an active super connector between clients, partners, and investors, linking the East and the West.

Direct Sales and Business Development Teams for One-Stop Services

AMTD IDEA Group utilizes direct teams to push its comprehensive one-stop business services. These teams interface directly with clients needing support across various phases of their business life cycles. The services covered include capital market solutions, which involve underwriting commission, brokerage, handling, financial advisory, and asset management services.

While I don't have a headcount for the direct sales force, the scale of the business they support is reflected in the overall financial structure. For instance, as of April 30, 2025, the Group reported total assets of $899.1 million and net assets of $548.0 million.

Digital Solutions Platform for Media, Content, and Marketing Services

The digital channel is channeled primarily through its subsidiary, AMTD Digital Inc. This platform offers a suite of digital solutions covering media, content, marketing, investments, and hospitality/VIP services. The growth through this channel has been explosive following the consolidation of The Generation Essentials Group (TGE).

Here's a look at the recent performance of the digital and related segments for the six months ended April 30, 2025:

Service Segment	Revenue (Six Months Ended April 30, 2025)	Year-over-Year Growth
AMTD Digital Inc. (Unaudited Total Revenue)	$73.2 million	1,085.9% increase vs. H1 2024
Fashion, Arts, and Luxury Media Advertising/Marketing	$10.0 million	Not specified
Hotel Operations, Hospitality, and VIP Services	$13.6 million	172.4% increase vs. prior year

Also, the Group earned $47.9 million from dividend income and fair value gains on its financial assets during that same six-month period.

Global Network of Premium Hotels and Hospitality Venues

The hospitality segment is a key delivery channel, expanding globally through The Generation Essentials Group (TGE). The Group is actively pursuing acquisitions to scale this physical presence.

Key metrics for the hospitality channel include:

• Expected total number of hotel rooms to exceed 1,000 within the next 12 to 15 months.
• This expansion may result in the doubling of the hotel segment's revenue contribution.
• The Group is in exclusive negotiation for a hotel in New York City, which, along with the Dao by Dorsett AMTD Hornsey in London, could bring the total number of keys to 585 upon completion of those specific deals.

Investor Relations Channels for Shareholder Communication

Shareholder communication and confidence are managed through formal announcements and lock-up agreements, which act as a channel to signal stability to the market. The company provides a direct email channel for official document requests.

Specifics related to shareholder communication channels include:

• Holders of ordinary shares or ADSs can obtain the complete audited financial statements for the year ended December 31, 2024, by emailing ir@amtdinc.com.
• The controlling shareholder, AMTD Group, entered a voluntary lock-up arrangement for its AMTD IDEA Group holdings for 2 years, commencing November 13, 2025.
• Executive directors and core management of key operations entered similar voluntary lock-up agreements for two years in August 2025.

The trailing twelve months revenue ending June 30, 2025, was $131.93M. Finance costs rose by 51.7% to $6.1 million due to higher bank borrowings. Finance: draft 13-week cash view by Friday.

AMTD IDEA Group (AMTD) - Canvas Business Model: Customer Segments

You're looking at the different groups AMTD IDEA Group (AMTD) serves as of late 2025. It's a diversified operation, so the customer base is spread across several distinct areas, from capital markets to hospitality.

The conglomerate acts as an active super connector, linking various parties globally. As of December 31, 2024, AMTD IDEA Group reported total assets of US$2.07 billion and net assets of US$1.70 billion. The company has 68.79 million shares outstanding.

Companies seeking global market access and digital transformation

This group includes institutional and corporate clients needing to raise capital or enhance their public image. The Capital Market Solutions segment specifically helps these companies raise funds through equity and debt financing, private placements, and debt issuances. Furthermore, the Digital Solutions and Other Services segment provides these clients with paid access to improve investor communication and relations, plus digital financial solution services.

Institutional and individual investors in global markets

These are the counterparties to the capital market activities. The Capital Market Solutions segment serves them via underwriting commission, brokerage, handling, and asset management services. The overall group connects these investors with global markets.

High-net-worth individuals utilizing VIP and hospitality services

This segment is clearly defined by the Hotel Operations, Hospitality, and VIP Services business line. This group is a significant revenue contributor. For a recent period, this segment generated $23.13 million, accounting for 28.75% of the reported revenue breakdown.

Here's a look at how the revenue composition breaks down across the customer-facing segments based on one reported period:

Customer-Facing Segment	Reported Revenue (Millions USD)	Percentage of Segmented Revenue
Companies (Strategic Investment)	35.07M	43.59%
High-Net-Worth/VIP (Hotel/Hospitality)	23.13M	28.75%
Media & Entertainment Clients	18.86M	23.44%
Digital Solutions Clients	3.4M	4.22%

To be fair, the trailing twelve months revenue ending June 30, 2025, was $131.93M, showing a year-over-year growth of -36%. The subsidiary AMTD Digital Inc. reported a massive unaudited revenue increase of 1,085.9% for the six months ended April 30, 2025, compared to the prior period in 2024.

Cryptocurrency holders targeted for the asset diversification program

While AMTD IDEA Group covers the Cryptocurrency Market Analysis and News space, specific 2025 figures detailing a dedicated customer segment for an asset diversification program targeting cryptocurrency holders aren't explicitly itemized in the segment revenue data. The structure suggests this would fall under Digital Solutions or Strategic Investments, but I can't give you a hard number for that specific group right now.

Business partners and investee companies across the conglomerate

This group is served through the Strategic Investment segment, which is the largest component in the reported revenue breakdown at $35.07 million, or 43.59%. This segment involves proprietary investments and the management of a global investment portfolio, including listed and unlisted equity shares. The company is uniquely positioned as an active super connector between clients, business partners, investee companies, and investors. The company's pretax profit margin was reported at a high of 97.6%.

• The Capital Market Solutions segment assists customers in raising funds.
• The Media and Entertainment segment offers print and digital advertising campaigns.
• The Digital Solutions segment involves insurance brokerage services.

Finance: draft the Q3 2025 segment revenue comparison by next Tuesday.

AMTD IDEA Group (AMTD) - Canvas Business Model: Cost Structure

You're looking at the expenses that drive the AMTD IDEA Group machine. Honestly, for a diversified platform like this, the cost structure is a mix of high fixed costs from personnel and financing, plus variable costs tied to their various operations, including hospitality.

The primary cost drivers for AMTD IDEA Group, based on the fiscal year ended December 31, 2024, are clearly visible in their reported expenses. These figures show where the capital is being deployed to maintain and grow their global connector and digital solutions platform.

Here's a breakdown of the key expense categories for AMTD IDEA Group:

• Salaries and employee benefits for FY 2024 totaled $15.47 million.
• Interest expense on debt, reflecting financing obligations, was $13.43 million in FY 2024.
• General and administrative expenses for FY 2024 were reported at $12.76 million.
• Costs of services provided, which includes elements of their hospitality operations, amounted to $3.64 million for FY 2024.

To give you a clearer picture of the operating expenses, especially considering the hospitality component, we can look at the components we have data for:

Cost Component	Fiscal Year / Period	Amount (in Millions USD)
Salaries and Employee Benefits	FY 2024	$15.47
Total Interest Expense	FY 2024	$13.43
General and Administrative Expense	FY 2024	$12.76
Cost of Services Provided	FY 2024	$3.64
Other Operating Expenses	Six Months Ended June 30, 2024	$16.9

The line item for acquisition and consolidation costs for new subsidiaries like TGE is not explicitly itemized as an expense for FY 2024 in the readily available summaries. However, the company noted significant restructuring activity during the first half of 2024, which included the disposal of certain subsidiaries, resulting in other gains of $24.7 million for the six months ended June 30, 2024. The TGE transaction itself was noted as being in exclusive negotiation with a target closing date set for the end of 2025, meaning significant acquisition costs would likely fall into the 2025 or later reporting periods, not FY 2024.

You can see the relative scale of the major fixed and semi-fixed costs:

• Salaries and employee benefits: $15.47 million (FY 2024).
• Interest Expense: $13.43 million (FY 2024).
• General and administrative expense: $12.76 million (FY 2024).

Finance: draft 13-week cash view by Friday.

AMTD IDEA Group (AMTD) - Canvas Business Model: Revenue Streams

The total revenue for AMTD IDEA Group (AMTD) for the trailing 12 months ending June 30, 2025, was reported at $131.93 million.

The composition of revenue streams, based on the latest available detailed segment reporting (FY2024 figures), shows a significant shift in focus, with Strategic Investment leading the reported revenue base:

Revenue Stream (FY2024 Reported)	Amount (USD)	Ratio
Strategic Investment	$35.07 million	43.59%
Hotel operations, hospitality and VIP services	$23.13 million	28.75%
Media and Entertainment	$18.86 million	23.44%
Digital solutions and other services	$3.4 million	4.22%

The digital media, content, and marketing services stream is a core component of the subsidiary AMTD Digital Inc. This segment contributed to a massive increase in that subsidiary's top line; AMTD Digital Inc. reported an unaudited revenue increase of 1,085.9% for the six months ended April 30, 2025, compared to the prior period in 2024. This growth was attributed to the consolidation of The Generation Essentials Group (TGE) and expansion across hospitality, media, and entertainment sectors.

Regarding the hospitality component, while the specific growth rate of 172.4% for H1 2025 was requested, the reported growth for the parent subsidiary AMTD Digital, which includes hospitality, was 1,085.9% for the six months ending April 30, 2025. The hotel operations, hospitality and VIP services segment generated $23.13 million in revenue based on the FY2024 segment reporting.

Income derived from financial assets and investments remains a distinct revenue element. For the fiscal year ending December 31, 2024, the reported figures were:

• Interest and Dividend Income: $8.68 million.
• Gain on Sale of Investments (Revenue): $26.39 million.

Historically, underwriting and investment banking fees were a key driver, though the latest reported annual figures show a significant reduction from prior years. You can see the trend here:

• FY 2022 Underwriting & Investment Banking Fee: $74.31 million.
• FY 2021 Underwriting & Investment Banking Fee: $87.54 million.
• FY 2020 Underwriting & Investment Banking Fee: $78.32 million.
• FY 2024 Underwriting & Investment Banking Fee: - (Not separately itemized or zero in the reported line item).

AMTD IDEA Group continues to engage in investment banking activities across Hong Kong, Mainland China, and the United States, offering services like equity underwriting and debt underwriting.

Finance: draft 13-week cash view by Friday.