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

With each passing day, Tesla's date with destiny draws closer. Bears have stayed away from the stock, and we can tell because some of the top growth investors do not own it. That means they are bearish because a growth investor bypassing Tesla is equivalent to a coffee aficionado going decaf.

With each passing day, Tesla's date with destiny draws closer. Bears have stayed away from the stock, and we can tell because some of the top growth investors do not own it. That means they are bearish because a growth investor bypassing Tesla is equivalent to a coffee aficionado going decaf.

Tesla Inc. - Prophets of Doom Could Be Blown to Smithereens by Conservative Accounting

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Samurai 2K Aerosol Ltd / Equity Bottom-Up

Can one make money from spray paint business? What if there is a company that understands how to sell spray paint to the motorcycle owners? <a href="https://www.smartkarma.com/entities/27010" target="_blank" data-smartkarma-citation="entities:27010:1">Samurai 2K Aerosol Ltd (SAMUR SP)</a> may be the answer to that. With a distinctive 2k aerosol spray paint technology and intimate understanding of how ASEAN motorcycle market function, Samurai 2k Aerosol products penetrate to the second and third tier cities in Malaysia and Indonesia with Vietnam and Philippine in the pipeline.

Can one make money from spray paint business? What if there is a company that understands how to sell spray paint to the motorcycle owners? Samurai 2K Aerosol Ltd (SAMUR SP) may be the answer to that. With a distinctive 2k aerosol spray paint technology and intimate understanding of how ASEAN motorcycle market function, Samurai 2k Aerosol products penetrate to the second and third tier cities in Malaysia and Indonesia with Vietnam and Philippine in the pipeline.   

Samurai Aerosol: Your ASEAN Motorcycle Exposure - A Multi-Bagger Potential

Founder and Strategist, Entext Economics & Strategy

Sean Maher

Founder and Strategist

Entext Economics & Strategy

Entext provides institutional investors with distinctive, actionable asset allocation and thematic research, which typically challenges the market consensus. Our clients range from credit, equity and multi-asset hedge and pension funds to family offices and sovereign funds. 
 
We focus on identifying key inflection points in macro data and relative asset performance amid the 'groupthink'  and confirmation bias that characterizes most investment bank analysis.

Macro Driven Investment Insight

Thematic (Sector/Industry)

<ul>
<li>While a clash in Syria was averted, the US and Russia are now engaged in financial warfare, with widening sanctions on Putin’s oligarch ‘clan’ and their corporate interests rippling through global markets.  </li>
<li>The fact that a sitting President’s long serving personal lawyer (and ‘fixer’) has been under surveillance for months and has now been served with a Federal search warrant is an astonishing development.</li>
<li>The Mueller investigation can now roam far beyond Russian election tampering and into…</li>
</ul>


While a clash in Syria was averted, the US and Russia are now engaged in financial warfare, with widening sanctions on Putin’s oligarch ‘clan’ and their corporate interests rippling through global markets.  
The fact that a sitting President’s long serving personal lawyer (and ‘fixer’) has been under surveillance for months and has now been served with a Federal search warrant is an astonishing development.
The Mueller investigation can now roam far beyond Russian election tampering and into…


Sanctions and Search Warrants Matter More Than Syria…

Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

The air of invincibility surrounding the technology sector is dissipating. It began a year ago when some major brand advertisements on <a href="https://www.smartkarma.com/entities/11369" target="_blank" data-smartkarma-citation="entities:11369:1">Alphabet Inc Cl C (GOOG US)</a>'s Youtube started appearing next to content posted by terrorist sympathisers, white supremacists, and pornographers. Marketers then found out several months later their messages were side-by-side to Youtube videos uploaded by paedophiles. The proverbial really hit the fan last month on revelation a data analytics firm called Cambridge…

The air of invincibility surrounding the technology sector is dissipating. It began a year ago when some major brand advertisements on Alphabet Inc Cl C (GOOG US)'s Youtube started appearing next to content posted by terrorist sympathisers, white supremacists, and pornographers. Marketers then found out several months later their messages were side-by-side to Youtube videos uploaded by paedophiles. The proverbial really hit the fan last month on revelation a data analytics firm called Cambridge…

Premature Exhilaration in Free-To-Air TV?

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

The S&amp;P 500 has been testing its 200-day moving average throughout last week and again on Monday. The Index closed 0.3% below the moving average yesterday, which is anything but a decisive break. Therefore, we continue to watch the 200-day moving average and the S&amp;P’s intraday low of 2,532.69 hit on 2/9/18 as critical support levels. Our chief concern and potential harbinger of further weakness is deteriorating breadth and the percentage of S&amp;P 500 stocks above their 200-day moving average which hit a new low on Monday.Today's report focuses on the health of the U.S. equity markets, by examining several internal indicators.  We also provide an appraisal of the FAANG stocks, and an analysis of the state of our 12 Sectors.

The S&amp;P 500 has been testing its 200-day moving average throughout last week and again on Monday. The Index closed 0.3% below the moving average yesterday, which is anything but a decisive break. Therefore, we continue to watch the 200-day moving average and the S&amp;P’s intraday low of 2,532.69 hit on 2/9/18 as critical support levels. Our chief concern and potential harbinger of further weakness is deteriorating breadth and the percentage of S&amp;P 500 stocks above their 200-day moving average which hit a new low on Monday.Today's report focuses on the health of the U.S. equity markets, by examining several internal indicators.  We also provide an appraisal of the FAANG stocks, and an analysis of the state of our 12 Sectors.

U. S. Equity Strategy: Internals Remain Weak

United States

Meta Platforms Inc. operates as a social technology company. The Company builds applications and technologies that help people connect, find communities, and grow businesses. meta Platform is also involved in advertisements, augmented and virtual reality.

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Meta (META US)

Tesla Inc. - Prophets of Doom Could Be Blown to Smithereens by Conservative Accounting

With each passing day, Tesla's date with destiny draws closer. Bears have stayed away from the stock, and we can tell because some of the top...

ANTYA Investments

Samurai Aerosol: Your ASEAN Motorcycle Exposure - A Multi-Bagger Potential

Can one make money from spray paint business? What if there is a company that understands how to sell spray paint to the motorcycle owners? Samurai...

Henry Soediarko

Sanctions and Search Warrants Matter More Than Syria…

While a clash in Syria was averted, the US and Russia are now engaged in financial warfare, with widening sanctions on Putin’s oligarch ‘clan’ and...

Sean Maher

Premature Exhilaration in Free-To-Air TV?

The air of invincibility surrounding the technology sector is dissipating. It began a year ago when some major brand advertisements on Alphabet Inc...

Morningstar, Inc.

U. S. Equity Strategy: Internals Remain Weak

The S&P 500 has been testing its 200-day moving average throughout last week and again on Monday. The Index closed 0.3% below the moving...

Vermilion Research

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