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

Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - January 2024

Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - February 2024

Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - March 2024

Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - November 2023

Shortlist Of 2024 High Conviction Ideas: Income, Value, and Margin of Safety

Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - October 2023

Investics Research

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 Research

Equity Bottom-Up

<ul>
<li>We compile a report card for <strong>dividend-yielding mid-caps</strong> that filter out on favorable characteristics of having net cash, decent ROEs, growth, etc. </li>
<li>It's been a disappointing year in share price performance owing to the negativity surrounding China and soft business performance in some cases, but there have been some bright spots.</li>
<li>We help provide a comprehensive list of our updates on some names and an outlook for 2024. It's our last insight for 2023, so happy new year everyone!</li>
</ul>


We compile a report card for dividend-yielding mid-caps that filter out on favorable characteristics of having net cash, decent ROEs, growth, etc. 
It's been a disappointing year in share price performance owing to the negativity surrounding China and soft business performance in some cases, but there have been some bright spots.
We help provide a comprehensive list of our updates on some names and an outlook for 2024. It's our last insight for 2023, so happy new year everyone!


International Housewares Retail (1373 HK)

23 Dividend Yielding Small/Mid Caps - Report Card for 2023

Taste Gourmet

23 Dividend Yielding Small/Mid Caps - Report Card for 2023