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

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

Shortlist of High Conviction Philippines Equity Ideas - August 2026

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

ICTSI PM FY25 Results Concall: Steady Growth In FY26 Expected

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>, <a href="https://www.smartkarma.com/entities/port-of-tauranga-ltd" target="_blank" data-smartkarma-citation="entities:3739:1" rel="noopener">Port of Tauranga (POT NZ)</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> have all reported strong results growth driven by tariff increases and volume growth. </li>
<li>We view any pullback as an opportunity to explore the sector, as structural growth opportunities exist for all names. </li>
<li>In order of preference, we like <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>, followed by <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> and <a href="https://www.smartkarma.com/entities/port-of-tauranga-ltd" target="_blank" data-smartkarma-citation="entities:3739:1" rel="noopener">Port of Tauranga (POT NZ)</a> </li>
</ul>



ICTSI (ICT PM), Port of Tauranga (POT NZ), and Westports Holdings (WPRTS MK) have all reported strong results growth driven by tariff increases and volume growth. 
We view any pullback as an opportunity to explore the sector, as structural growth opportunities exist for all names. 
In order of preference, we like ICTSI (ICT PM), followed by Westports Holdings (WPRTS MK) and Port of Tauranga (POT NZ) 


Container Port Terminal Screener: March 2026 Strong Results Growth