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

Great Wall 3Q 2016: Official Price Cuts ? Let the Bad Times Begin

China Autos Correlation with Property: The Case to Be Bearish Now

Kelusa Asia Focus Funds

Equity Bottom-Up

I have some interesting graphs that date from June 2015 to the end of August 2015 just prior to the auto stimulus being announced. A very important data point here to illustrate what happens to the sector when one player initiates a price war. In the link below you can see Great Wall announced price cuts amounting to 3-6% of all their products in Early June 2015.<a href="http://www.ibtimes.com/slumping-chinese-auto-market-pushes-great-wall-motors-cut-prices-popular-haval-suvs-1971510" target="_blank">http://www.ibtimes.com/slumping-chinese-auto-market-pushes-great-wall-motors-cut-prices-popular-haval-suvs-1971510</a>As you can see from…

I have some interesting graphs that date from June 2015 to the end of August 2015 just prior to the auto stimulus being announced. A very important data point here to illustrate what happens to the sector when one player initiates a price war.  In the link below you can see Great Wall announced price cuts amounting to 3-6% of all their products in Early June 2015.http://www.ibtimes.com/slumping-chinese-auto-market-pushes-great-wall-motors-cut-prices-popular-haval-suvs-1971510As you can see from…

What Happened in June 2015 : The Last Time Great Wall Cut Prices for H6 and H2

Great Wall Motor

What Happened in June 2015 : The Last Time Great Wall Cut Prices for H6 and H2