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

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Kelusa Asia Focus Funds

Equity Bottom-Up

<p>The M1 3Q 2016 results demonstrate how headwinds for the telecom industry in Singapore are getting stronger. For those of you who have not looked at M1's Q3 2016, I've just compiled a brief snapshot with the summary of the earnings relative to quarters of past years</p><div class="content-highlight"><p style="text-align: center;"><strong>M1 Quarterly Results Snapshot</strong></p></div><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/014/989/original/M17.png?1476855740" class="editor-image img-responsive" data-smartkarma-image-id="14989"></figure><p><em>Source : Company</em></p><div class="content-highlight"><p style="text-align: center;"><strong>Weak ARPU'S</strong></p></div><p>ARPU's for postpaid subscribers declined -7.7% YoY from 61.5 SGD/month to 56.5 SGD/month. The weaker ARPU's for M1 were driven by  1)  Lower roaming rates 2) Decline in customers…</p>

The M1 3Q 2016 results demonstrate how headwinds for the telecom industry in Singapore are getting stronger. For those of you who have not looked at M1's Q3 2016, I've just compiled a brief snapshot with the summary of the earnings relative to quarters of past yearsM1 Quarterly Results SnapshotSource : CompanyWeak ARPU'SARPU's for postpaid subscribers declined -7.7% YoY from 61.5 SGD/month to 56.5 SGD/month. The weaker ARPU's for M1 were driven by  1)  Lower roaming rates 2) Decline in customers…

M1 3Q2016 : Depressing ARPU Trend To Spillover Into Comps ?

M1 Ltd

M1 3Q2016 : Depressing ARPU Trend To Spillover Into Comps ?