Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 15 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

Ferrari Q3 2016: 8% Beat On the Net Profit = Upgrades

Ferrari Q4 2016: Convincing Beat, Earnings Upgrade Cycle Continues

Ferrari: Classic Fisher Company, Almost Perfect Score on The Fisher 15 Framework

Kelusa Asia Focus Funds

Equity Bottom-Up

<p> <a href="https://www.smartkarma.com/entities/21010" target="_blank" data-smartkarma-citation="entities:21010:1">Ferrari N.V. (RACE US)</a> reported a solid Q2 2016. Here I will try to summarize my gleanings from the 10Q filings and the conference call and what these things could potentially mean for coming quarters. My conclusion though is inspite all these positives , given the macro environment and the way things are trending for the luxury goods companies, valuations are on the higher end and a pullback would make this more compelling as an investment.</p><div class="content-highlight"><p style="text-align: center;"><strong>Volumes could potentially surpass the management</strong>…</p></div>

 Ferrari N.V. (RACE US) reported a solid Q2 2016. Here I will try to summarize my gleanings from the 10Q filings and the conference call and what these things could potentially mean for coming quarters. My conclusion though is inspite all these positives , given the macro environment and the way things are trending for the luxury goods companies, valuations are on the higher end and a pullback would make this more compelling as an investment.Volumes could potentially surpass the management…

Ferrari Q2 2016 : 10Q Filings and Concall Gleanings