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>We believe <a href="https://www.smartkarma.com/entities/179" target="_blank" data-smartkarma-citation="entities:179:1">Baidu Inc (ADR) (BIDU US)</a> has taken multiple steps to de-risk its business by divesting the financial services segment, and via a successful IPO of <a href="https://www.smartkarma.com/entities/26755" target="_blank" data-smartkarma-citation="entities:26755:1">iQIYI Inc (IQ US)</a>. Given the valuations of <a href="https://www.smartkarma.com/entities/26755" target="_blank" data-smartkarma-citation="entities:26755:1">iQIYI Inc (IQ US)</a> and <a href="https://www.smartkarma.com/entities/180" target="_blank" data-smartkarma-citation="entities:180:1">Ctrip.com International (ADR) (CTRP US)</a>, we believe Baidu’s core search business is undervalued.</p>

We believe Baidu Inc (ADR) (BIDU US) has taken multiple steps to de-risk its business by divesting the financial services segment, and via a successful IPO of iQIYI Inc (IQ US). Given the valuations of iQIYI Inc (IQ US) and Ctrip.com International (ADR) (CTRP US), we believe Baidu’s core search business is undervalued.

Baidu – IQIYI IPO Surfaces Value of Core Business – Search Is Undervalued

Equity Capital Markets

<p>China is a land of many opportunities. <a href="https://www.smartkarma.com/entities/923" target="_blank" data-smartkarma-citation="entities:923:1">Softbank Group Corp (ADR) </a>and <a href="https://www.smartkarma.com/entities/786" target="_blank" data-smartkarma-citation="entities:786:1">Altaba Inc (AABA US)</a> hit a home run with <a href="https://www.smartkarma.com/entities/787" target="_blank" data-smartkarma-citation="entities:787:1">Alibaba Group Holding Ltd (BABA US)</a>. <a href="https://www.smartkarma.com/entities/21085" target="_blank" data-smartkarma-citation="entities:21085:1">Naspers Ltd (NPN SJ)</a> can thank Tencent for its riches. In our opinion, Xiaomi is not in that league. </p>

China is a land of many opportunities. Softbank Group Corp (ADR) and Altaba Inc (AABA US) hit a home run with Alibaba Group Holding Ltd (BABA US). Naspers Ltd (NPN SJ) can thank Tencent for its riches. In our opinion, Xiaomi is not in that league. 

Xiaomi Corporation - U.S.$100B, $80B, $50B – Stop Dreaming. We Believe Even $20 Billion Is Too Much

China

Alibaba Group Holding Limited provides online sales services. The Company provides internet infrastructure, electronic commerce, online financial, and internet content services through its subsidiaries. Alibaba Group Holding offers its products and services worldwide.

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Alibaba Group Holding (BABA US)

Baidu – IQIYI IPO Surfaces Value of Core Business – Search Is Undervalued

We believe Baidu Inc (ADR) (BIDU US) has taken multiple steps to de-risk its business by divesting the financial services segment, and via a...

ANTYA Investments

Xiaomi Corporation - U.S.$100B, $80B, $50B – Stop Dreaming. We Believe Even $20 Billion Is Too Much

China is a land of many opportunities. Softbank Group Corp (ADR) and Altaba Inc (AABA US) hit a home run with Alibaba Group Holding Ltd (BABA US)....

ANTYA Investments

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