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

Container Port Terminal Screener: March 2026 Strong Results Growth

ICTSI PM: Record Earnings on Inorganic Lift; DGT Margin Drag Near-Term;

ICT Svcs, Inc. (ICTSI PM) Q2 FY26 Results: MICT and VICT Concession Renewals and +20% Growth

Container Port Terminal Screener: Jan 2026 - ICTSI Durban Port Approval And Buy-Backs, ATI Delisting

Container Port Terminal Screener December 2025: Top Picks For FY26

Westports Holdings (WPRTS MK): Solid Q4 FY25, Tariff Hikes To Catapult Profitability

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

International Container Terminal Services / Equity Bottom-Up

International Container Terminal Services (ICT PM)

International Container Terminal Services

<ul>
<li>
<a href="https://www.smartkarma.com/entities/intl-container-term-svcs-inc" target="_blank" data-smartkarma-citation="entities:20001:1" rel="noopener">ICTSI (ICT PM)</a> received more positive newsflow as <a href="https://edge.pse.com.ph/openDiscViewer.do?edge_no=530c525096b43b9c64d70b69f0a3140b" target="_blank" rel="noopener">Victoria International and the Port of Melbourne </a>received contract extensions for another 26 years, bringing the lease term to 40 years. </li>
<li><span>We highlight <a target="_blank" rel="noopener">Westports Holdings (WPRTS MK): Solid Q4 FY25, Tariff Hikes To Catapult Profitability,</a> making it a steady grower for the next 3-4 years.</span></li>
<li>Following the offer to delist <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> at 36 pesos, our top picks are <a href="https://www.smartkarma.com/entities/intl-container-term-svcs-inc" target="_blank" data-smartkarma-citation="entities:20001:1" rel="noopener">ICTSI (ICT PM)</a> and <a href="https://www.smartkarma.com/entities/westports-holdings-bhd" target="_blank" data-smartkarma-citation="entities:3954:1" rel="noopener">Westports Holdings (WPRTS MK)</a> </li>
</ul>



ICTSI (ICT PM) received more positive newsflow as Victoria International and the Port of Melbourne received contract extensions for another 26 years, bringing the lease term to 40 years. 
We highlight Westports Holdings (WPRTS MK): Solid Q4 FY25, Tariff Hikes To Catapult Profitability, making it a steady grower for the next 3-4 years.
Following the offer to delist Asian Terminals (ATI PM) at 36 pesos, our top picks are ICTSI (ICT PM) and Westports Holdings (WPRTS MK) 


Container Port Terminal Screener: Feb 2026 -ICTSI Victoria Extension And Westports Great Q4