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 : Scenarios for 2017 / November 2016 Sales Update

Electric Vehicle in China, Who Is the Winner?

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

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

Kelusa Asia Focus Funds

Equity Bottom-Up

The Geely sales numbers just get crazier by the month. The auto sector is seeing some of its best months since 2010. October 2016 saw sales up 94% YoY.  But it's against a macro backdrop that's now fraught with risk for the next year. But first, a snapshot of Geely's off the chart sales for this month. <div class="content-highlight">GEELY SEAG MONTHLY SALES</div><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/015/797/original/GeelyNEW1.png?1478139340" class="editor-image img-responsive" data-smartkarma-image-id="15797"></figure>source : companyNote : 1) The figure in red is Geely's sales target of 710,000 units.            2) The numbers in yellow are the % of target accomplished till October.…

The Geely sales numbers just get crazier by the month. The auto sector is seeing some of its best months since 2010. October 2016 saw sales up 94% YoY.  But it's against a macro backdrop that's now fraught with risk for the next year. But first, a snapshot of Geely's off the chart sales for this month. GEELY SEAG MONTHLY SALESsource : companyNote : 1) The figure in red is Geely's sales target of 710,000 units.            2) The numbers in yellow are the % of target accomplished till October.…

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

Geely Auto

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