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

Rio Tinto's Sale of Simandou May See China Develop a Strategic Iron Ore Deposit

Kelusa Asia Focus Funds

Equity Bottom-Up

Angang Steel Co Ltd (H) / Equity Bottom-Up

I want to quickly grab your attention with one chart forking my previous insight. We are seeing the supply response from China.  This SEAG chart shows you Chinese steel supply side response is going into overdrive. The red line is the response to TSF.  It just proves that steel is just a play on that and that structurally nothing has changed. China produced 70.6 million tons for March up 16.6% month on month. The highest month on month increase since i've looked at steel in China since 2007.<figure class="editor-figure"><img src="https://static-prod.smartkarma.com/images/media/000/007/404/original/Chinasteelresponse.png?1461199639" class="editor-image img-responsive" data-smartkarma-image-id="7404"></figure> …

I want to quickly grab your attention with one chart forking my previous insight. We are seeing the supply response from China.  This SEAG chart shows you Chinese steel supply side response is going into overdrive. The red line is the response to TSF.  It just proves that steel is just a play on that and that structurally nothing has changed. China produced 70.6 million tons for March up 16.6% month on month. The highest month on month increase since i've looked at steel in China since 2007. …

China Steel the Start of the Supply Response !!!