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Sameer Taneja

Sameer Taneja
Equity, Bottom-up Analyst
Investics Research

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Equity Bottom-Up Commodities
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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,...

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168 Views
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bullishSheng Siong
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...

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245 Views
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bullishCopper
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...

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244 Views
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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...

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319 Views
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bullishIron Ore
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...

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