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

China Yongda Auto - Expansion of Network & Financing Business Will Likely Sustain Earnings Momentum

China Yongda Auto Placement - An Opportunistic Raise on the Back of Good Track Record

China Yongda Automobile Services - Accelerating into 2H20

Yongda Spin Off - Now They'll Become Acquirers Too !!!

Kelusa Asia Focus Funds

Equity Bottom-Up

China Yongda Automobile Services Hldg / Equity Bottom-Up

China Yongda Automobile Services Hldg (3669 HK)

Just want to quickly highlight that Shanghai Yongda Investment Holdings Group reported its Q1 2016 earningsBriefly summarized here since the company reports only a headline of key earnings metrics Revenue/GP/Net Profit ( GP also being a recent phenomenon ) .1. GP margins at a 2 year high 2. Profits up 51% YoY.  3. Yongda hasn't really reflected the strong BMW retail sales growth , revenue grew just 1%. BMW retail sales have been very strong in March almost up 20% in the face of increased…

Just want to quickly highlight that Shanghai Yongda Investment Holdings Group reported its Q1 2016 earningsBriefly summarized here since the company reports only a headline of key earnings metrics Revenue/GP/Net Profit ( GP also being a recent phenomenon ) .1. GP margins at a 2 year high 2. Profits up 51% YoY.  3. Yongda hasn't really reflected the strong BMW retail sales growth , revenue grew just 1%. BMW retail sales have been very strong in March almost up 20% in the face of increased…

Yongda Q1 2016 Encouraging for Dealers - BMW Retail Sales a Conundrum Though