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

Silicon September 1.0: Ride Hailing and Autonomous Driving

Silicon September 2.0: Fintech Revolution...Incumbents Vs Insurgents

Tesla Q2 2016 : Losses Accelerating , More Questions ?

Kelusa Asia Focus Funds

Equity Bottom-Up

The 10Q filings shed some light on important issues for Tesla.  Let me summarize my thoughts very quickly.Tesla will in all probability do another capital raise this year inspite of the recent one in May 2016 of 1.7 bn USD. The company has very large capital commitments over the coming 2 quarters amounting to practically 2.8 bn USD without the Solar City merger.  With the Solar City merger, Tesla will need to pay short-term debt holders of Solar City and capital requirements will be in excess of…

The 10Q filings shed some light on important issues for Tesla.  Let me summarize my thoughts very quickly.Tesla will in all probability do another capital raise this year inspite of the recent one in May 2016 of 1.7 bn USD. The company has very large capital commitments over the coming 2 quarters amounting to practically 2.8 bn USD without the Solar City merger.  With the Solar City merger, Tesla will need to pay short-term debt holders of Solar City and capital requirements will be in excess of…

Tesla 10Q Filings : Another Capital Raise on the Horizon in Early Q4 2016