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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
469
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Equity Bottom-Up
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Commodities
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Recent
bullish
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Yue Yuen Industrial Holdings
•
04 Nov 2024 09:00
HK-Listed Apparel & Footwear Screener: Attractive Yield & Rapid Expansion Outside China - Nov 2024
We compile a list of ten high-yielding/net cash or low-net debt stocks in HK's apparel/footwear value chain. Despite the recent rally in HK,...
Sameer Taneja
168 Views
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bullish
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Sheng Siong
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01 Nov 2024 09:00
Sheng Siong Q3 2024: Great Quarter Again, But We Aren't Fans of the Property Transaction
We summarize Sheng Siong (SSG SP) Q3 2024 and the recent property transaction, trading at 16.7x PE, with a 4% dividend yield and 300 mn SGD net...
Sameer Taneja
245 Views
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bullish
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Copper
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28 Oct 2024 09:00
Southern Copper Q3 2024 Concall: Another Small Beat, Future Production Estimates Inline
We summarize the Q3 2024 results and the conference call for Southern Copper (SCCO US), the low-cost copper producer with a >20% ROCE across the...
Sameer Taneja
244 Views
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bullish
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Multi Bintang Indonesia
•
24 Oct 2024 09:18
Multi Bintang (MLBI IJ): Massive Inflection in Q3 FY24 with Double Digit Growth !!
We summarise the superb Multibintang (MLBI IJ) results—trading at 11.4x FY24 with a >8% dividend yield and a 10-year average ROCE>80%; this is a...
Sameer Taneja
319 Views
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bullish
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Iron Ore
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24 Oct 2024 09:00
Fenix Resources (FEX AU): Small Cap Iron Ore Miner With Great Upside
We initiate coverage on Fenix Resources (FEX AU), a 200 mn AUD small-cap iron ore miner trading at 5.4x FY25e PE with a 1.8 EV-EBITDA, >38% of the...
Sameer Taneja
232 Views
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