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October2021

Vitarka

ANTYA’s views on investing markets, economy, and more

Latest Insights

Xiaomi Corporation — Running

Xiaomi Corp (1810 HK) (“Xiaomi” or the “Company”) reported Q3-18 results on November 19, 2018, that appear to have excited some investors, because the stock moved up significantly on November 20, 2018. Nonetheless, since the publication of our bearish thesis covering the Company’s Q2-18 results in Xiaomi Inc. — Honest …

Tesla Inc. – The Debt Default Narrative – Why Are Bond Investors Sanguine?

Recently in the following insight,  Tesla’s Q3 Results Could Mark Its Peak and the Beginning of the End our colleagues at SC Capital expressed apprehension at Tesla Inc.’s (“Tesla” or the “Company”) ability to repay its debts coming due on March 01,2019. The authors say that; FCF [ Free Cash …

Tencent Music Entertainment Group – Much Ado Nah Music About Nothing!

Tencent Music Entertainment (TME US) (“TM” or the “Company”) filed a Registration Statement with the Securities and Exchange Commission on October 2, 2018, for a proposed American Depository Receipt (“ADS”) offering of $1 billion or more. The anticipated filing was much awaited given that Spotify Technology Sa (SPOT US) (“Spotify”) …

Tesla Inc. – SEC Overreaching to Pin Musk; Unlikely to Succeed

To the chagrin of investors bullish on Tesla Motors’ (TSLA US) (“Tesla” or the “Company”) prospects, and to the delight of those bearish on the Company’s equity valuation and the prognosis for its business going forward, the Securities & Exchange Commission (“SEC”) alleged in a court filling in the New …

Niu Technologies – Another EV Upstart From China; This One Has Zest

Niu Technologies (“Niu” or the « Company”), an all-electric scooter maker from China, has filed a registration statement with the SEC to sell equity securities in the form of American Depository Receipts. Niu is coming to the market at an interesting time given the recent IPO of NIO Inc (NIO …

Meituan Dianping– As Good As It Gets?

Meituan Dianping (3690 HK) (“MD” or the “Company”) defied the expectations of many on the platform, including us by pricing its IPO above our estimated range and then delivered a strong performance on day one of trading. As discussed in our report Meituan Dianping – Peak Value Is Estimated @ …
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