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

China's Auto Sales Decelerated Further in May; New Energy Policy Adds Extra Costs to All Auto OEMs

Short Great Wall Auto: Gas Guzzler SUVs to Become Liability Under China's New Energy Regulation

China's Auto Sales Monthly Data - June 2017

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

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

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

Kelusa Asia Focus Funds

Equity Bottom-Up

<p>Great Wall and the auto sector have been rallying in the face of better numbers they guided the street, we have seen massive short squeezes and the market has dismissed fears of a decline in numbers post the withdrawal of the purchase tax rebate as well as increased discounting in the sector. But yesterday, Great Wall announced  ( this post their aggressive price cuts for 2017 on H6 and H2 in their Q3 2016 results, Read: <a href="https://www.smartkarma.com/insights/great-wall-3q-2016-official-price-cuts-let-the-bad-times-begin" target="_blank" data-smartkarma-citation="insights:6682">Great Wall 3Q 2016: Official Price Cuts ? Let the Bad Times Begin</a> ), an…</p>

Great Wall and the auto sector have been rallying in the face of better numbers they guided the street, we have seen massive short squeezes and the market has dismissed fears of a decline in numbers post the withdrawal of the purchase tax rebate as well as increased discounting in the sector. But yesterday, Great Wall announced  ( this post their aggressive price cuts for 2017 on H6 and H2 in their Q3 2016 results, Read: Great Wall 3Q 2016: Official Price Cuts ? Let the Bad Times Begin ), an…

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