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

Geely : August , Another Great Month , Let's Focus on Profitability Now

Geely - May 2016 Sales , SUV Momentum Continues BUY the Transformation

Geely - April Sales Good Start for the SUV NL3

Kelusa Asia Focus Funds

Equity Bottom-Up

Geely just reported stellar July 2016 sales numbers led by a phenomenal ramp-up in new SUV sales.  Key highlights for this result are :1.  64% YoY increase in sales,  Up 4% MoM , this number is better than the seasonal average of July which is normally down -16%.  Domestic sales which have higher margins were up 80% YoY.2. Ramp up of the Boyue NL3 SUV is exceeding management expectations with 10,128 vehicles sold. The company is well on track to achieving its guidance of 20k vehicles a month for…

Geely just reported stellar July 2016 sales numbers led by a phenomenal ramp-up in new SUV sales.  Key highlights for this result are :1.  64% YoY increase in sales,  Up 4% MoM , this number is better than the seasonal average of July which is normally down -16%.  Domestic sales which have higher margins were up 80% YoY.2. Ramp up of the Boyue NL3 SUV is exceeding management expectations with 10,128 vehicles sold. The company is well on track to achieving its guidance of 20k vehicles a month for…

Geely - July 2016 Sales, Just Killing It !!!

Geely Auto

Geely - July 2016 Sales, Just Killing It !!!