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

What Happened in June 2015 : The Last Time Great Wall Cut Prices for H6 and H2

Great Wall Motor: The Less Talked About "Wey (The Chairman) Brand" Risk

Great Wall: Controlling Shareholder Pledged More than 12% of the Company's Share Capital!

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

Kelusa Asia Focus Funds

Equity Bottom-Up

<p>In my recent piece <a href="https://www.smartkarma.com/insights/china-autos-correlation-with-property-the-case-to-be-bearish-now" target="_blank" data-smartkarma-citation="insights:6428">China Autos Correlation with Property: The Case to Be Bearish Now</a> I highlighted a risk of purchase tax expiry + property curbs as being bad for the sector.  Well turns out we didn't have to wait too long for another negative catalyst which was Great Wall's 3Q 2016. </p><p>Now this is not a risk out of left field let me stress that.  Street ( as was i ) were caught up in good sales numbers which is why I came out with a piece on Geely <a href="https://www.smartkarma.com/insights/geely-august-another-great-month-let-s-focus-on-profitability-now" target="_blank" data-smartkarma-citation="insights:5672">Geely : August , Another Great Month , Let’s Focus</a>…</p>

In my recent piece China Autos Correlation with Property: The Case to Be Bearish Now I highlighted a risk of purchase tax expiry + property curbs as being bad for the sector.  Well turns out we didn't have to wait too long for another negative catalyst which was Great Wall's 3Q 2016. Now this is not a risk out of left field let me stress that.  Street ( as was i ) were caught up in good sales numbers which is why I came out with a piece on Geely Geely : August , Another Great Month , Let’s Focus…

Great Wall 3Q 2016: Official Price Cuts ? Let the Bad Times Begin