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

BYD Update => Three Local Governments Withdrew from BYD Auto's Monorail Projects

China's Auto Sales Decelerated Further in May; New Energy Policy Adds Extra Costs to All Auto OEMs

Short Great Wall Auto: Gas Guzzler SUVs to Become Liability Under China's New Energy Regulation

Geely : Scenarios for 2017 / November 2016 Sales Update

Geely: October 2016 Crazy Month, Got to Look Beyond Though

China Autos Correlation with Property: The Case to Be Bearish Now

Kelusa Asia Focus Funds

Equity Bottom-Up

<div class="content-highlight"><p style="text-align: center;"><strong>The Expected </strong></p></div><p>The December 2016 sales number for Geely was monstrous. Up 102% YoY,  this was the last month consumers could avail of the purchase tax rebate on cars &lt; 1.6L (see: <a href="https://www.smartkarma.com/insights/geely-scenarios-for-2017-november-2016-sales-update" target="_blank" data-smartkarma-citation="insights:7530">Geely: Scenarios for 2017 / November 2016 Sales Update</a> . )</p><div class="content-highlight"><p style="text-align: center;"><strong>Why did Investors Like The Press Release Of Geely? </strong></p></div><p>The more interesting part though that had Geely investors excited was the guidance for 2017, which stated that the company expects to sell 1 million units for a 31% YoY growth. This is in the face of how at least I…</p>

The Expected The December 2016 sales number for Geely was monstrous. Up 102% YoY,  this was the last month consumers could avail of the purchase tax rebate on cars &lt; 1.6L (see: Geely: Scenarios for 2017 / November 2016 Sales Update . )Why did Investors Like The Press Release Of Geely? The more interesting part though that had Geely investors excited was the guidance for 2017, which stated that the company expects to sell 1 million units for a 31% YoY growth. This is in the face of how at least I…

Geely: December 2016 Sales, Stratospheric 2017 Targets? The Best Is Behind Us Now

Geely Auto

Geely: December 2016 Sales, Stratospheric 2017 Targets? The Best Is Behind Us Now