Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 18 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

Asian Terminals (ATI PM) Q2 2025: Solid Revenue/Profit Growth 22.1%/48.9% YoY

Container Port Terminal Screener September 2025: Strong Result For POT NZ

Asian Terminals Inc (ATI PM): Steady And Cheap Container Port Terminal Operator

Initiation of A Container Port Terminal Product

Westports Holdings (WPRTS MK): A Steady Pricing Growth Led Story

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>
<a target="_blank">ICTSI (ICT PM)</a> and <a target="_blank">Westports Holdings (WPRTS MK)</a> have reported strong results, which we will summarize. </li>
<li>
<a href="https://www.smartkarma.com/entities/asian-terminals-inc" target="_blank" data-smartkarma-citation="entities:22959:1" rel="noopener">Asian Terminals (ATI PM)</a> made three large share buyback transactions in August, which we will highlight. The company is due to report its Q2 results soon. </li>
<li>Our preference is, in order of priority, <a target="_blank">Asian Terminals (ATI PM)</a>/<a target="_blank">ICTSI (ICT PM)</a> and <a target="_blank">Westports Holdings (WPRTS MK)</a>.</li>
</ul>



ICTSI (ICT PM) and Westports Holdings (WPRTS MK) have reported strong results, which we will summarize. 

Asian Terminals (ATI PM) made three large share buyback transactions in August, which we will highlight. The company is due to report its Q2 results soon. 
Our preference is, in order of priority, Asian Terminals (ATI PM)/ICTSI (ICT PM) and Westports Holdings (WPRTS MK).


Container Port Terminal Screener August 2025: Strong Q2 Results Season