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

TSLA China Shipment and Delivery Slowed in Q1 2017

TSLA Shipment to China Plummeted in April; Suppliers Confirmed Model 3 on Schedule

Tesla - Missed Deliveries Again and What's the Next Excuse for the Miss?

Will Tesla Resume Discounting for Q4 2016 or Miss ?

Tesla Q3 2016: A Quarter of Records and Only More Questions

Tesla: Elon's Leaked Email on Dressing Piggy Up For the Prom

Kelusa Asia Focus Funds

Equity Bottom-Up

<p>Yet another year, yet another decent miss on deliveries for Tesla.  This in spite of a lot of reported discounting activity for Q4 2016 on its cars. This is a fork to my previous insight <a href="https://www.smartkarma.com/insights/will-tesla-resume-discounting-for-q4-2016-or-miss" target="_blank" data-smartkarma-citation="insights:7454">Will Tesla Resume Discounting for Q4 2016 or Miss ?</a> The answer to this question is, that it looks like they just did both.</p><p>To summarize, at the start of the year Tesla promised to deliver 85,000-90,000 cars for 2017.  By the end of Q3 2016, the number was down to 80,000. After market, Tesla have come in with an…</p>

Yet another year, yet another decent miss on deliveries for Tesla.  This in spite of a lot of reported discounting activity for Q4 2016 on its cars. This is a fork to my previous insight Will Tesla Resume Discounting for Q4 2016 or Miss ? The answer to this question is, that it looks like they just did both.To summarize, at the start of the year Tesla promised to deliver 85,000-90,000 cars for 2017.  By the end of Q3 2016, the number was down to 80,000. After market, Tesla have come in with an…

Tesla Miss Delivery Guidance by 10% for Q4 2016, Blame Production Again?