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

Electric Vehicle in China, Who Is the Winner?

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

Geely: Vehicle Maker to Win on Local Demand, New SUV

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

The Geely sales juggernaut continues. While share price reaction to the sales number was good, I'm sure and I've said this before, its within expectations to assume that sales, if they adhere to seasonality will beat 2016's guidance ( Read : <a href="https://www.smartkarma.com/insights/geely-october-2016-crazy-month-got-to-look-beyond-though" target="_blank" data-smartkarma-citation="insights:6849">Geely: October 2016 Crazy Month, Got to Look Beyond Though</a>) . I now see three scenarios emerging for 2017. <div class="content-highlight">Three Scenarios for autos in 2017</div>1. The government keeps purchase tax at 5% ( base case - 70% ). ( Normal rate 10%, hence an effective rebate of 5% )…

The Geely sales juggernaut continues. While share price reaction to the sales number was good, I'm sure and I've said this before, its within expectations to assume that sales, if they adhere to seasonality will beat 2016's guidance ( Read : Geely: October 2016 Crazy Month, Got to Look Beyond Though) . I now see three scenarios emerging for 2017. Three Scenarios for autos in 20171. The government keeps purchase tax at 5% ( base case - 70% ). ( Normal rate 10%, hence an effective rebate of 5% )…

Geely : Scenarios for 2017 / November 2016 Sales Update

Geely Auto

Geely : Scenarios for 2017 / November 2016 Sales Update