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

West China Cement - Where Do We Go from Here?

Kelusa Asia Focus Funds

Equity Bottom-Up

In the short run, we are seeing government intervention that is very typical of China for cement as well now.  As the famed short seller , Jim Chanos very eloquently  said: "China is the gift that keeps giving on the short side".  <a href="http://www.benzinga.com/media/cnbc/16/05/7929848/jim-chanos-china-is-the-gift-that-keeps-on-giving-on-the-short-side" target="_blank">http://www.benzinga.com/media/cnbc/16/05/7929848/jim-chanos-china-is-the-gift-that-keeps-on-giving-on-the-short-side</a>We now have a slew of bullish reports out on coordination in the sector, this time relating to :<div class="content-highlight">Supply Cuts in Cement</div>a)  Supply Cuts to be taken due to…

In the short run, we are seeing government intervention that is very typical of China for cement as well now.  As the famed short seller , Jim Chanos very eloquently  said: "China is the gift that keeps giving on the short side".  http://www.benzinga.com/media/cnbc/16/05/7929848/jim-chanos-china-is-the-gift-that-keeps-on-giving-on-the-short-sideWe now have a slew of bullish reports out on coordination in the sector, this time relating to :Supply Cuts in Cementa)  Supply Cuts to be taken due to…

China National Building Material (3323 HK)

Government Intervention in Cement ? Setting Ourselves up for a Monster Short Here !!!!

Anhui Conch Cement

Government Intervention in Cement ? Setting Ourselves up for a Monster Short Here !!!!