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

<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.

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?

Today’s announcement by <a href="https://www.smartkarma.com/entities/315" target="_blank" data-smartkarma-citation="entities:315:1">Softbank Group Corp (9984 JP)</a> owned Vision Fund and <a href="https://www.smartkarma.com/entities/18811" target="_blank" data-smartkarma-citation="entities:18811:1">General Motors Co (GM US)</a> are positive developments for <a href="https://www.smartkarma.com/entities/20279" target="_blank" data-smartkarma-citation="entities:20279:1">Tesla Motors Inc (TSLA US)</a> which will allow the market to put a value on Tesla’s autonomous driving unit. We believe now the only hope that Tesla bears have is either a twitter war that unseats Musk, or Tesla’s inability to solve its Model 3 production problems in time.Otherwise, good luck to the bears!

Today’s announcement by Softbank Group Corp (9984 JP) owned Vision Fund and General Motors Co (GM US) are positive developments for Tesla Motors Inc (TSLA US) which will allow the market to put a value on Tesla’s autonomous driving unit. We believe now the only hope that Tesla bears have is either a twitter war that unseats Musk, or Tesla’s inability to solve its Model 3 production problems in time.Otherwise, good luck to the bears!

GM & Vision Fund JV Highlights Tesla Inc. Is Significantly Undervalued; Stock Is Headed Higher

United States

Uber Technologies Inc provides ride hailing services. The Company develops applications for road transportation, navigation, ride sharing, and payment processing solutions. Uber Technologies serves customers worldwide.

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Uber Technologies (UBER US)

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

GM & Vision Fund JV Highlights Tesla Inc. Is Significantly Undervalued; Stock Is Headed Higher

Today’s announcement by Softbank Group Corp (9984 JP) owned Vision Fund and General Motors Co (GM US) are positive developments for Tesla Motors...

ANTYA Investments

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52-week Range

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