Research - AMTD IDEA Group

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Our Research

November 26, 2021

AMTD Research | Xiaomi (1810.HK): Supply constraints easing ahead + growing H/W installed base potential, maintain Buy on undemanding valuation

October 4, 2021

AMTD Research | Sinic (2103.HK) Discontinuation of Coverage

September 2, 2021

AMTD Research | Kingdee (268 HK): Solid 1H results, R&D investment likely to peak and operating leverage on the horizon, raising PT to HK$33.7

September 2, 2021

AMTD Research | Minmetals Land (230.HK): Growth Accelerates on the Back of 2020 Asset Injection

September 2, 2021

AMTD Research | CMGE (302 HK): Solid 1H results, upbeat outlook on the back of strong IP pipeline, raise PT to HK$6.9

September 2, 2021

AMTD Research | LVGEM (95.HK): Making Progress on Baishizhou Project Phase 1

September 2, 2021

AMTD Research | Redsun Properties (1996.HK): Solid 1H21 Performance, On Track to Beat Sales Target

August 27, 2021

AMTD Research | Xiaomi (1810 HK): Impressive overall Q2 results, continued expansion in premium/overseas market drives future growth, reiterate Buy

August 27, 2021

AMTD Research | China Aoyuan (3883.HK): Slower Growth Ahead as Deleveraging Takes Priority

August 27, 2021

AMTD Research | Aoyuan Healthy Life (3662.HK): M&A Drives Growth to Beat Expectations, Reiterate Buy

August 27, 2021

AMTD Research | Yincheng Life Service (1922.HK): Strength in Organic Expansion Underpinning Diversified Growth

August 23, 2021

AMTD Research | Weimob (2013 HK): Solid 1H results, accelerating strategic investment to unleash future growth potential, new PT of HK$16.5

August 23, 2021

AMTD Research | Yuexiu Property (123.HK): Growth on Solid Foundations of Strong Balance Sheet and GBA

August 23, 2021

AMTD Research | Edvantage Group (0382.HK): 3Q Earnings Boosted by Sichuan Colleges, Vocational Businesses

August 23, 2021

AMTD Research | Central China Real Estate (832.HK): Undervalued Amid Market Concerns, Reiterate Buy

August 23, 2021

AMTD Research | Central China New Life (9983.HK): Rise in Third-Party Projects to Underpin Future Growth

August 23, 2021

AMTD Research | Radiance (9993.HK): Solid 1H21 All-Round Performance, Maintain Buy

August 11, 2021

AMTD Research | Yuexiu REIT (405.HK): Recovery On Track, Interest Savings to Drive 2H21E Growth

June 29, 2021

AMTD Research | Far East Consortium (35.HK): Riding on the Tide of COVID-19 Macro Recovery

June 18, 2021

AMTD Research | Far East Consortium (35.HK): Another Major Milestone On the Road to COVID-19 Recovery

June 9, 2021

AMTD Research | Huize (HUIZ US): Robust quarter driven by surging demand, but off-season headwinds still ahead, maintain Buy

May 28, 2021

AMTD Research | Xiaomi (1810 HK): Record quarterly results with impressive GM, raise est./PT to HK$38.3 on continued strong smartphone momentum

May 24, 2021

AMTD Research | China Property: China Developers’ Evolution into Conglomerates: 2021-2025

May 17, 2021

AMTD Research | Global Tech Biweekly vol.41 – Global smartphone shipment – growth accelerated in 1Q21

May 14, 2021

AMTD Research | Global FinTech Biweekly vol.25 – Redefining money: Rebellious cryptocurrencies under regulatory ambiguity

May 14, 2021

AMTD Research | Global FinTech Biweekly vol.24 – NFTs: Value creation underlying the hype

May 14, 2021

AMTD Research | Central China Real Estate (832.HK): Post Spin-Off Trading offers Buying Opportunity

May 12, 2021

AMTD Research | Xiaomi (1810 HK): Strong smartphone momentum driving more sustainable growth ahead, reiterate Buy on recent market correction

May 11, 2021

AMTD Research | Far East Consortium (35.HK): UK Economy Reopening will Boost Property Sales

April 22, 2021

AMTD Research | Edvantage (382.HK): Growth on Track, Entering the M&A Harvest

April 9, 2021

AMTD Research | LVGEM (95.HK): All Eyes on Baishizhou as Phase 1 Starts Construction

April 9, 2021

AMTD Research | Central China Real Estate (832.HK): A New CEO, A New Dawn

April 9, 2021

AMTD Research | Redsun Properties (1996.HK): Recapitalised Balance Sheet, Steady Growth Ahead

April 1, 2021

AMTD Research | China Aoyuan (3883.HK): Solid and Steady, Dividend Surprise

April 1, 2021

AMTD Research | Aoyuan Healthy Life (3662.HK): All-Stars Aligned – Valuation, Results, Growth Outlook

March 31, 2021

AMTD Research | Central China New Life (9983.HK): Property Management 2.0 – The Digital Era

March 30, 2021

AMTD Research | Minmetals Land (230.HK): Consolidating for a Brighter Future

March 26, 2021

AMTD Research | Xiaomi (1810 HK): Q4’20 results review: GM expansion, strong momentum on smartphone, entering FY21 with multiple growth drivers, reiterate Buy

March 26, 2021

AMTD Research | Global FinTech Biweekly Vol.23 | Decoding Coinbase IPO: Compliance, a double-edged sword?

March 5, 2021

AMTD Research | Yuexiu REIT (405.HK): The Comeback Kid, Reiterate Buy

March 5, 2021

AMTD Research | Global FinTech Biweekly Vol.22 | Sustainable FinTech: A bottom-up approach to tackling climate changes

March 5, 2021

AMTD Research | Global FinTech Biweekly Vol.21 | Deep dive into the Buy Now Pay Later market

March 4, 2021

AMTD Research | Powerlong (1238.HK): Solid All Round Execution, Reiterate Buy

February 16, 2021

AMTD Research | Yuexiu REIT (405.HK): A Great Turnaround Story of 2021, Initiate with Buy

January 25, 2021

AMTD Research | Edvantage (382.HK): Fundamental Growth drives Stock Outperformance, Reiterate Buy

January 19, 2021

AMTD Research | Far East Consortium (35.HK): Recovery has just begun, More legs to run, Reiterate Buy

January 15, 2021

AMTD Research | Xiaomi (1810 HK): company updates: Fundamental unchanged, LT growth story intact, buying opportunity emerging, reiterate Buy with PT of HK$35.0

December 31, 2020

AMTD Research | At The Forefront of China Property: Opportunities emerging in Property Management Sector

December 11, 2020

AMTD Research | Global Tech Biweekly Vol.37: Salesforce – secular growth driven by strategic acquisitions

December 8, 2020

AMTD Research | BlueCity (BLCT US) 3Q20 results review: Streamlining business process and realigning overseas expansion amid headwinds

December 8, 2020

AMTD Research | Huize (HUIZ US) initiation report: Leading the evolution of online insurance platform to the next generation

November 27, 2020

AMTD Research | Edvantage Group (382.HK): Grooming Greater Bay Area’s Next Generation of Talent, Initiate with Buy

November 27, 2020

AMTD Research | Far East Consortium (35.HK): Emerging from the Eye of the Storm, Maintain Buy

November 27, 2020

AMTD Research | At The Forefront of China Property: Fully Recovered From COVID-19, Back to the New Normal

November 27, 2020

AMTD Research | Xiaomi (1810 HK): Q3’20: Impressive smartphone sales, HW margin expanding, and upbeat outlook on overseas market, PT to HK$35.0

November 27, 2020

AMTD Research | Global Tech Biweekly vol.36

November 13, 2020

AMTD Research | Global Tech Biweekly vol.35 | Global smartphone shipment – bottomed out stronger than expected

November 11, 2020

AMTD Research | LVGEM (95.HK): Latest Market Transaction Underpins HK NEO Asset Value

November 11, 2020

AMTD Research | Global Tech Biweekly vol.34 | China smartphone shipment – ahead of a new upgrade cycle

November 11, 2020

AMTD Research | CCRE (832.HK): Asset-light Business Spin-off to Unlock 64% Valuation

October 20, 2020

AMTD Research | Global Tech Biweekly Vol.33 – NVIDIA – computing for the age of AI

October 5, 2020

AMTD Research | Global FinTech Biweekly Vol.19 | Ant Group vs. JD Digits: Different strategies

September 29, 2020

AMTD Research | At the Forefront of China Property: A Solid Macro Economy Recovery

September 25, 2020

AMTD Research | Global Tech Biweekly vol.32 | IaaS – product competitiveness of major vendors

September 22, 2020

AMTD Research | (3662.HK) Aoyuan Healthy Life Group: Dual Engine To Propel Long Term Growth

September 11, 2020

Global Tech Biweekly Vol.31 | SaaS – outperformed in the downturn

September 10, 2020

Equity Research | (BLCT.US) BlueCity initiation report: Leading online LGBTQ community growing with the true demands of loyal customers

August 31, 2020

Equity Research | (302.HK) CMGE: More top hits scheduled to launch in 2H with a big room for valuation expansion, PT to HK$5.0

August 31, 2020

Equity Research | (1810.HK) Xiaomi Corporation: Valuation expansion boosted by strong LT growth potential and index inclusion catalyst, raise PT to HK$30.5

August 31, 2020

Equity Research | (9983.HK) Central China New Life Limited: Geographical Focus to Drive Outperformance

August 28, 2020

Global Tech Biweekly Vol.30 | Cloud computing (IaaS) – growth and scale

August 28, 2020

Global FinTech Biweekly Vol.18 | Global payment giants 2Q20 results: the pandemic accelerates payment digitalization

August 28, 2020

Equity Research | (1996.HK) Redsun Properties Group Limited

August 27, 2020

Equity Research | (1810.HK) Xiaomi Corporation: Q2 2020 Results Review

August 27, 2020

Equity Research | (832.HK) Central China Real Estate Limited: Solid 1H20 Results, Earnings Growth On Track

August 26, 2020

Equity Research | (95.HK) LVGEM (China) Real Estate Investment Company: Asset Injection Propels Stock to New Heights, Upgrade to Buy

August 24, 2020

Equity Research | (95.HK) LVGEM (China) Real Estate Investment Company: All Eyes On Baishizhou 2H20 Potential Asset Injection

August 21, 2020

Equity Research | (268.HK) Kingdee: 1H20 Report

August 20, 2020

Equity Research | (1238.HK) Powerlong Real Estate Holdings: Strong 1H20 results sets the stage for a share price rally, Reiterate Buy

August 18, 2020

Equity Research | (DUO.US) Fangdd Network Group: A Mispriced SaaS company with Valuation Re-rating Potential

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