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

Kelusa Asia Focus Funds

Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/15483" target="_blank" data-smartkarma-citation="entities:15483:1">Nexteer Automotive Group Ltd (1316 HK)</a>  reported results and the company beat analyst estimates by a cool 20-25%. Such beats generally trigger stock price action of up 7-8% in a day or at best 12-13% since I guess we're in an environment with abundant liquidity. But Nexteer was up 29%. Let me summarize the three key aspects of Nexteer's earnings that I think resulted in this massive share price increase. </p><p>My own personal opinion is Nexteer just traded it up to its fair multiple of 11x fwd…</p>

Nexteer Automotive Group Ltd (1316 HK)  reported results and the company beat analyst estimates by a cool 20-25%. Such beats generally trigger stock price action of up 7-8% in a day or at best 12-13% since I guess we're in an environment with abundant liquidity. But Nexteer was up 29%. Let me summarize the three key aspects of Nexteer's earnings that I think resulted in this massive share price increase. My own personal opinion is Nexteer just traded it up to its fair multiple of 11x fwd…

Nexteer up 29%!!! H1 2016 Was Great, but 29%? Hmmm Maybe Here's Why...