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

Kelusa Asia Focus Funds

Equity Bottom-Up

<p>Geely's share price has seen a lot of strength on the back of strong sales numbers and now we had a good H1 2016 result.  The key for Geely now is  to execute way better than the street is expecting. My personal view is this is as good as it gets for Geely and I may be wrong but I feel there's money to be taken off the table here if you are long the name. </p><div class="content-highlight"><p style="text-align: center;"><strong>EARNINGS ESTIMATES FOR GEELY HAVE INCREASED 25-30%</strong></p></div><p>Now these earnings upgrades are reasonable. The company launched new products and if you…</p>

Geely's share price has seen a lot of strength on the back of strong sales numbers and now we had a good H1 2016 result.  The key for Geely now is  to execute way better than the street is expecting. My personal view is this is as good as it gets for Geely and I may be wrong but I feel there's money to be taken off the table here if you are long the name. EARNINGS ESTIMATES FOR GEELY HAVE INCREASED 25-30%Now these earnings upgrades are reasonable. The company launched new products and if you…

Geely Auto

Geely H1 2016 : No Room For Error Now