25

October2021

Vitarka

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

Latest Insights

NXP Semiconductor N.V. – Riding the Autonomy Wave

NXP Semiconductor N.V. (“NXPI”, or the “Company”) held its investor day on September 11, 2018, after a hiatus of two years. In the intervening period the entertaining saga involving Qualcomm, Broadcom Limited (AVGO US) and Elliott Advisors played out without providing an ending that pleased anyone. As discussed in our …

Tesla Inc. – Quantitative Succor for Ethical Ineptitude

Elon Musk (“Musk”), the chief evangelist for Tesla Motors (TSLA US) ( “Tesla” or the “Company”) took one puff of marijuana on youtube, and all hell broke loose. For the uninitiated, marijuana use is legal in California and many other U.S. States, although federally in the U.S., it is still …

Meituan Dianping – Alibaba Investing Billions to Reach 50% Market Share

Alibaba Group (“Baba”) reported its Q2-18 results before U.S. markets opened for trade in August 23, 2018. At this juncture, we refrain from commenting on Baba’s results and its outlook. Instead, we gleaned additional information on the logistics business and plans for the segment going forward, and its likely impact …

NIO Inc. – NIO for the Braveheart and Tesla for the Warrior in You

NIO Inc. (“NIO”, or the “Company”) intends to raise US$1.8 billion from prospective investors in the United States to execute on its vision of becoming a meaningful player in the Chinese Battery Electric Vehicle (“BEV”) marketplace. NIO’s plan is to focus on the all-electric mid-range SUV segment, 5-seater, and 7-seater, …

Meituan Dianping – Market Domination & Share Gains to What End?

Meituan Dianping’s (MEITUAN CH) (“MD” or the “Company”) plans for selling equity to outside investors could not have come at a more inopportune time. Since the filing of the IPO prospectus on June 25, 2018, the war of words between China and the U.S. has seen an escalation with both …

Meituan Dianping – Peak Value Is Estimated @ US$ 7.50/Share

Meituan Dianping (“MD” or the “Company”) is undertaking an IPO at a very precarious time in global trade and capital flows. President Trump’s “America First” agenda could be a red herring or result in a real policy shift. It is hard to tell! So far investors seem to believe in …

Tesla Inc. — Whats Not to Like?

Tesla Motors (TSLA US) (“Tesla” or the “Company”) once again defied skeptics by reporting acceptable financial results that appear to have been unanticipated by disbelieving investors. While the aftermarket surge is not necessarily an indicator of what’s to come next week or next month, reported financial disclosures and management commentary …
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