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

JSW Steel: Moody's Premature Rating Upgrade

JSW Steel: Upward Capex Revision Does Not Matter

Indian Steels : They Are Not Special You Can Short Them Too !

Kelusa Asia Focus Funds

Equity Bottom-Up

Everyone at least in the US and worldover  acknowledges the threat that Chinese steel presents. One look at the futures performance and even the Chinese spot will give one an understanding of why everyone the world over is taking this seriously. As of the current moment, Chinese rebar futures are down 25% from the peak. <figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/008/089/original/STEELCURRENT.png?1463107130" class="editor-image img-responsive" data-smartkarma-image-id="8089"></figure>source : bloomberg  , rebar futures RBTA Most would say obviously that this price was gamed to start with and to large extent it is true. There was a huge restock into beginning…

Everyone at least in the US and worldover  acknowledges the threat that Chinese steel presents. One look at the futures performance and even the Chinese spot will give one an understanding of why everyone the world over is taking this seriously. As of the current moment, Chinese rebar futures are down 25% from the peak. source : bloomberg  , rebar futures RBTA Most would say obviously that this price was gamed to start with and to large extent it is true. There was a huge restock into beginning…

Global Steels Vs Indian Steels - Stark Differentials in Share Price Performance

JSW Steel Ltd

Global Steels Vs Indian Steels - Stark Differentials in Share Price Performance