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

When Your Car Needs to Go on Diet - Call Minth

Kelusa Asia Focus Funds

Equity Bottom-Up

I'm forking a piece by insight provider <a href="https://www.smartkarma.com/profiles/196" target="_blank" data-smartkarma-citation="accounts:196">Jonathan Tanne</a> on <a href="https://www.smartkarma.com/entities/9232" target="_blank" data-smartkarma-citation="entities:9232:1">Minth Group Ltd</a> . The insight, <a href="https://www.smartkarma.com/insights/a-quality-high-roe-business-going-global" target="_blank" data-smartkarma-citation="insights:4341">A Quality High ROE Business Going Global</a>  is pretty detailed and sets the long-term backdrop on which Minth is a good investment. Also, for the uninitiated, it describes Minth's business model reasonably well. I will spend time looking at Minth's H1 2016 numbers in more detail and will try to provide a forecast as to what H1 2016 will look like. I feel this number will hold the key to further upgrades in the stock. I'm looking at adjusted profit numbers increasing close to around 40-45% YoY led by 3 factors : 1.  20% Revenue growth in H1 2016. 2. G.P Margin expansion to 34%. ( Management guidance is between 33-35%) 3. SG&amp;A as % of sales decline to 14.3% ( company is achieving scale in its new factories ) I'm going to try and lay an educated foundation ( along with management guidance ) on which these premises are based.

I'm forking a piece by insight provider Jonathan Tanne on Minth Group Ltd . The insight, A Quality High ROE Business Going Global  is pretty detailed and sets the long-term backdrop on which Minth is a good investment. Also, for the uninitiated, it describes Minth's business model reasonably well. I will spend time looking at Minth's H1 2016 numbers in more detail and will try to provide a forecast as to what H1 2016 will look like. I feel this number will hold the key to further upgrades in the stock. I'm looking at adjusted profit numbers increasing close to around 40-45% YoY led by 3 factors : 1.  20% Revenue growth in H1 2016. 2. G.P Margin expansion to 34%. ( Management guidance is between 33-35%) 3. SG&amp;A as % of sales decline to 14.3% ( company is achieving scale in its new factories ) I'm going to try and lay an educated foundation ( along with management guidance ) on which these premises are based. 

Minth Group Ltd

Minth H1 2016 Looking Set to Beat