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Sameer Taneja
Equity, Bottom-up Analyst
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Investics Research
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Location:
Singapore
Joined:
18 December 2015
411
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172.1k
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Equity Bottom-Up
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Commodities
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Recent
bullish
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Copper
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22 Jul 2024 09:05
Copper Tracker July 22nd, 2024: Physical/Equity Screens And Trades, Copper Weak
This brief insight summarizes Copper's performance and equities on our screens. We highlight our research and trades to explore.
Sameer Taneja
113 Views
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bullish
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Iron Ore
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22 Jul 2024 09:00
Iron Ore Tracker July 22nd, 2024: Doing The Dance Between 95-130 USD/Ton, Use Iron Condors
With iron ore continuing to remain rangebound between 95-130 USD/ton for the last 3 years (with minor overshoots), we summarize actionable ideas in...
Sameer Taneja
119 Views
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bullish
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Perfect Medical Health
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19 Jul 2024 09:00
Perfect Medical (1830 HK): Gleanings from the Annual Report and Presentation For FY24
We summarize our learnings from Perfect Medical's (1830 HK) annual report. Trading at a 12% dividend yield and 17% of its market capitalization in...
Sameer Taneja
310 Views
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bullish
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Mount Gibson Iron
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18 Jul 2024 11:38
Mount Gibson (MGX AU): Q4 Production Report And Guidance Disappointing, But Mkt Cap = Net Cash
We summarise Mount Gibson's Q4FY24 production report. Net cash and Investments are now equal to market capitalization, which means the market...
Sameer Taneja
190 Views
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bullish
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Iron Ore
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17 Jul 2024 09:00
Fortescue Metals Group (FMG AU): High Dividend Yield of 9%, What to Expect From Q4 FY24
We summarize our expectation from Fortescue Metals Q4 operational report to be declared on the 25th of July and the annual results on the 28th of...
Sameer Taneja
214 Views
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