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

Sales Tax Reimbursement May Compress Margin in 2017

2017 Sales Volume Target May Be Overly Aggressive

Great Wall Motor: Aggressive Discounting Now After Price Cuts in Q3 2016 with Red Packet Promotion

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

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

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

Kelusa Asia Focus Funds

Equity Bottom-Up

<p>The last time Great Wall invited the ire of shareholders was for a massive capital raise in announced June 2015, where the company was going to use the cash for research on an EV platform ( <strong>See:</strong><a href="https://www.smartkarma.com/insights/great-wall-motor-trading-stock" target="_blank" data-smartkarma-citation="insights:4116">Great Wall Motor = Trading Stock</a> where I talk about an unsuccessful capital raise of 12 bn RMB which remained an overhang on the stock for 10 months ). After market, Great Wall made an announcement to the exchange yesterday (attachment below). Now, this may not affect shareholders in the end but could be…</p>

The last time Great Wall invited the ire of shareholders was for a massive capital raise in announced June 2015, where the company was going to use the cash for research on an EV platform ( See:Great Wall Motor = Trading Stock where I talk about an unsuccessful capital raise of 12 bn RMB which remained an overhang on the stock for 10 months ). After market, Great Wall made an announcement to the exchange yesterday (attachment below). Now, this may not affect shareholders in the end but could be…

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