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

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

Sales Tax Reimbursement May Compress Margin in 2017

2017 Sales Volume Target May Be Overly Aggressive

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>Great Wall presents multiple risks going into 2017.  I would like to highlight the major risks first before going into the one that is often overlooked by the street ( in fact it is regarded as a positive ) on this insight:</p><div class="content-highlight"><p style="text-align: center;"><strong> 1. Purchase tax raised from 5% to 7.5% for the Auto Sector </strong></p></div><p>Starting from 2017 purchase tax will be raised from 5% to 7.5% ( it had been halved in October 2015 from 10 to 5% in order to spur demand ) for cars under 1.6L. Analysts estimate this will take demand down from around…</p>

Great Wall presents multiple risks going into 2017.  I would like to highlight the major risks first before going into the one that is often overlooked by the street ( in fact it is regarded as a positive ) on this insight: 1. Purchase tax raised from 5% to 7.5% for the Auto Sector Starting from 2017 purchase tax will be raised from 5% to 7.5% ( it had been halved in October 2015 from 10 to 5% in order to spur demand ) for cars under 1.6L. Analysts estimate this will take demand down from around…

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