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

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

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

ICTSI PM FY25 Results Concall: Steady Growth In FY26 Expected

ICTSI (ICT PM): Terminal Operator, Serial Grower With Pricing Power, 20% ROCE, 30% Net Margins

International Container Terminal Services (ICTSI PM) Concall Q3 FY25: Maintaining Steady >20% Growth

Container Port Terminal Screener December 2025: Top Picks For FY26

Westports Holdings (WPRTS MK): Solid Q3 FY25 Driven By Tariff Hikes

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/insights/initiation-of-a-container-port-terminal-product" target="_blank" data-smartkarma-citation="insights:195276" rel="noopener">Initiation of A Container Port Terminal Product</a>: introduced our rationale for covering companies that exhibit monopolistic/oligopolistic characteristics, as evidenced by their historical pricing/volume growth. We initiated with four companies.</li>
<li>Exactly five months after our initiation, <a href="https://www.smartkarma.com/insights/asian-terminals-inc-ati-pm-steady-and-cheap-container-port-terminal-operator" target="_blank" data-smartkarma-citation="insights:192234" rel="noopener">Asian Terminals Inc (ATI PM): Steady And Cheap Container Port Terminal Operator</a>, an offer to delist has been made at 36 pesos/share. </li>
<li>Currently our top pick in the sector is <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> which just got approval for its Durban Port acquisition and has been actively buying back stock. </li>
</ul>



Initiation of A Container Port Terminal Product: introduced our rationale for covering companies that exhibit monopolistic/oligopolistic characteristics, as evidenced by their historical pricing/volume growth. We initiated with four companies.
Exactly five months after our initiation, Asian Terminals Inc (ATI PM): Steady And Cheap Container Port Terminal Operator, an offer to delist has been made at 36 pesos/share. 
Currently our top pick in the sector is ICTSI (ICT PM) which just got approval for its Durban Port acquisition and has been actively buying back stock. 


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