ANTYA Investments

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.  

Investing That Empowers You

Xiaomi IPO Review - Amazing Products, Honest Pricing. Just Not the IPO.

Xiaomi Corporation: Updated Prospectus Supports Our $28 Billion or $2.66/Share Equity Value Estimate

Xiaomi IPO Valuation: A Rough Guide to Cutting the Valuation

Actionable Insights, Assured Alpha, ANTYA Investments

Actionable Insights, Assured Alpha

Equity Capital Markets

<p>Our updated sum-of-the-parts equity valuation, based on 22.4 billion post-IPO shares outstanding, including the approximate proceeds to the Company of  US$3.56 billion (excluding the green-shoe option, assuming the stock prices at HK$ 19.5 at midpoint), implies an equity value of less than $US 1.00 /share of Xiaomi Inc. Our equity value estimate implies an EV/TTM EBITDA multiple of 20 x. That is rich!</p>

Our updated sum-of-the-parts equity valuation, based on 22.4 billion post-IPO shares outstanding, including the approximate proceeds to the Company of  US$3.56 billion (excluding the green-shoe option, assuming the stock prices at HK$ 19.5 at midpoint), implies an equity value of less than $US 1.00 /share of Xiaomi Inc. Our equity value estimate implies an EV/TTM EBITDA multiple of 20 x. That is rich!

Xiaomi Inc. – Where Is the Transparency? Updated Equity Value Estimate of US$1/Share