Actionable Insights, Assured Alpha, ANTYA Investments

ANTYA Investments

Actionable Insights, Assured Alpha

Investing That Empowers You

ANTYA Investments Inc., regulated by the Ontario Securities Commission, is registered to provide wealth management services in Canada. ANTYA manages institutional, and high net-worth client portfolios on a discretionary basis. Our investment philosophy embraces a Core-Satellite approach.  The core of the portfolio is chosen from a group of fifteen asset classes. A few stock specific asymmetrical investment opportunities comprise the satellite segment. ANTYA invests only in global, large capitalization, and investment grade companies.  

Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/26970" target="_blank" data-smartkarma-citation="entities:26970:1">Meituan Dianping (3690 HK)</a> appears to have side stepped the slowdown in the Chinese economy by posting a robust set of numbers. While on a YoY basis the trends are unambiguously positive, QoQ numbers suggest a challenging 2019 is in store. Ultimately it will be a trade-off between user incentive spending and transaction growth. MD users are currently transacting at a rate that is 2.8x that of <a href="https://www.smartkarma.com/entities/22014" target="_blank" data-smartkarma-citation="entities:22014:1">Just Eat PLC (JE/ LN)</a> users in the UK. MD is subsidising its users with billions of RMB annually, whereas Just Eat Plc is generating free cash flow.</p>

Meituan Dianping (3690 HK) appears to have side stepped the slowdown in the Chinese economy by posting a robust set of numbers. While on a YoY basis the trends are unambiguously positive, QoQ numbers suggest a challenging 2019 is in store. Ultimately it will be a trade-off between user incentive spending and transaction growth. MD users are currently transacting at a rate that is 2.8x that of Just Eat PLC (JE/ LN) users in the UK. MD is subsidising its users with billions of RMB annually, whereas Just Eat Plc is generating free cash flow.

Meituan Dianping – Is the Impressive Growth Sustainable?

United Kingdom

Just Eat PLC provides online marketplace for restaurant delivery. The Company offers online takeaway ordering services that allows consumers to search for and order in real-time from their local takeaway restaurants. Just Eat operates worldwide.

Just Eat (JE/ LN)

Meituan Dianping – Is the Impressive Growth Sustainable?

Meituan Dianping (3690 HK) appears to have side stepped the slowdown in the Chinese economy by posting a robust set of numbers. While on a YoY...

ANTYA Investments