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 Capital Markets

<p>Duopolies are generally good for profits in an industry. However, a central aspect of a duopolistic framework is market equilibrium. If China is headed to a duopoly in the food delivery and lifestyle services sector, then <a href="https://www.smartkarma.com/entities/26970" target="_blank" data-smartkarma-citation="entities:26970:1">Meituan Dianping (3690 HK)</a> will have to cede ground to <a href="https://www.smartkarma.com/entities/787" target="_blank" data-smartkarma-citation="entities:787:1">Alibaba Group Holding (BABA US)</a>, before the two can regain pricing power to maximise the opportunity. With MD twice the size of BABA, and BABA signalling its intent to gain its fair share of half the serviceable market, investors in MD are advised to be optimistic but cautious. In ANTYA’s view, going forward, MD will willingly give up ground to BABA to conserve cash and grow responsibly.  The days of growth at all cost are over, and therefore MD's valuation will correct.</p>

Duopolies are generally good for profits in an industry. However, a central aspect of a duopolistic framework is market equilibrium. If China is headed to a duopoly in the food delivery and lifestyle services sector, then Meituan Dianping (3690 HK) will have to cede ground to Alibaba Group Holding (BABA US), before the two can regain pricing power to maximise the opportunity. With MD twice the size of BABA, and BABA signalling its intent to gain its fair share of half the serviceable market, investors in MD are advised to be optimistic but cautious. In ANTYA’s view, going forward, MD will willingly give up ground to BABA to conserve cash and grow responsibly.  The days of growth at all cost are over, and therefore MD's valuation will correct.

Canada

Dollarama Inc. operates as an online marketplace. The Company offers cleaning, school, office, home, kitchen, food, health, beauty, hardware, electronics, toys, and pets products, as well as provides delivery services. Dollarama serves customers in Canada.

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Dollarama (DOL CN)

Meituan Dianping– As Good As It Gets?

Duopolies are generally good for profits in an industry. However, a central aspect of a duopolistic framework is market equilibrium. If China is...

ANTYA Investments

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