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.  

Thematic (Sector/Industry)

<p>With each passing month, we grow more steadfast in our belief that The Fed will show greater resolve than currently anticipated by many investors. The U.S. labour market is exceptionally tight where it matters, i.e. in high-skill and or high-training jobs and is now close to the edge in low-skilled employment as the data highlighted in this insight by us show. In terms of sector and stock positioning ....</p>

With each passing month, we grow more steadfast in our belief that The Fed will show greater resolve than currently anticipated by many investors. The U.S. labour market is exceptionally tight where it matters, i.e. in high-skill and or high-training jobs and is now close to the edge in low-skilled employment as the data highlighted in this insight by us show. In terms of sector and stock positioning ....

April Employment Report - Foreshadows a Continued Weakness in Yen and Weaker Emerging Markets

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>Acer's subsidiaries are driving growth, providing resilience and optimism in the face of shifts in the PC market.</li><li>China's smartphone industry is experiencing a boom in the second quarter of 2024, indicating strong potential for growth.</li><li>A potential US ban on Chinese vehicle technology could deepen the technology rift with lasting effects, impacting various industries.</li></ul>

Acer's subsidiaries are driving growth, providing resilience and optimism in the face of shifts in the PC market.China's smartphone industry is experiencing a boom in the second quarter of 2024, indicating strong potential for growth.A potential US ban on Chinese vehicle technology could deepen the technology rift with lasting effects, impacting various industries.

Tech Supply Chain Tracker (09-Aug-2024): Acer subs drive growth, boost resilience amid PC changes.

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>AAOI recommends investing in Nintendo ahead of the launch of the Switch 2 console cycle in mid to late 2024</li><li>Analyst sees potential for multiple expansion, margin improvement, and continued monetization of intellectual property through theme parks and movies</li><li>Bullish on Nintendo's stock in absolute terms and relative to other companies in the video game and media sectors, predicting significant gains based on past launch cycles.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

AAOI recommends investing in Nintendo ahead of the launch of the Switch 2 console cycle in mid to late 2024Analyst sees potential for multiple expansion, margin improvement, and continued monetization of intellectual property through theme parks and moviesBullish on Nintendo's stock in absolute terms and relative to other companies in the video game and media sectors, predicting significant gains based on past launch cycles.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Nintendo Co Ltd (NTDOY) - Sunday, Jan 7, 2024

Research from Asian Century Stocks, Asian Century Stocks

Michael Fritzell

Research from Asian Century Stocks

Providing financial journalism in the Asia-Pacific

Asian Century Stocks

Asian Century Stocks is a newsletter providing financial journalism for companies and stocks in the Asia-Pacific. 
The Asian Century Stocks logotype “百” stands for “one hundred” or a “century”. The economic centre of gravity is moving towards Asia. Yet most global investors are missing out.

<h2>Nintendo: Weighing the bull &amp; bear case</h2>
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<p>This week, I’ve decided to do something a little bit different. I asked Asian Century Stocks members on <a href="https://twitter.com/AsianCenturyStx/status/1411533672088412162" target="_blank" data-saferedirecturl="https://www.google.com/url?q=https://twitter.com/AsianCenturyStx/status/1411533672088412162&amp;source=gmail&amp;ust=1625792906595000&amp;usg=AFQjCNGkMC2C1bavo3fptA_UJy0enUFHfQ" rel="noopener">Twitter</a> to suggest a stock for me to review.</p>
<p>There was an overwhelming demand for me to review <a href="https://sg.finance.yahoo.com/quote/7974.T/" target="_blank" data-saferedirecturl="https://www.google.com/url?q=https://sg.finance.yahoo.com/quote/7974.T/&amp;source=gmail&amp;ust=1625792906595000&amp;usg=AFQjCNGgNPwG1jzFXWg2YNGBB4U7Zu5i_Q" rel="noopener">Nintendo</a> (7974 JP / NTDOY US). So here we go:</p>
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Nintendo: Weighing the bull &amp; bear case



This week, I’ve decided to do something a little bit different. I asked Asian Century Stocks members on Twitter to suggest a stock for me to review.
There was an overwhelming demand for me to review Nintendo (7974 JP / NTDOY US). So here we go:




Japan

Nintendo Co., Ltd. develops, manufactures, and sells household leisure equipment. The Company produces home use video game hardware and software products. Nintendo markets its products throughout Japan.

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Nintendo (NTDOY US)

April Employment Report - Foreshadows a Continued Weakness in Yen and Weaker Emerging Markets

With each passing month, we grow more steadfast in our belief that The Fed will show greater resolve than currently anticipated by many investors....

ANTYA Investments

Tech Supply Chain Tracker (09-Aug-2024): Acer subs drive growth, boost resilience amid PC changes.

Acer's subsidiaries grow amid PC market changes, China's smartphone market booms, potential US ban on Chinese vehicle tech, Nintendo and Sony face...

Tech Supply Chain Tracker

Nintendo Co Ltd (NTDOY) - Sunday, Jan 7, 2024

Bullish on Nintendo's stock in absolute terms and relative to other companies in the video game and media sectors, predicting significant gains...

Value Investors Club (VIC)

Nintendo: Weighing the Bull & Bear Case

I will go through the main bullish and main bearish arguments for Nintendo and then wrap up with an expected earnings trajectory and how the stock...

Asian Century Stocks

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