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 August 2025: Strong Q2 Results Season

Initiation of A Container Port Terminal Product

Port of Tauranga (POT NZ): High Quality But Fairly Valued

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>Reports now out that the <a href="https://www.smartkarma.com/entities/mmc-port-holdings-berhad" target="_blank" data-smartkarma-citation="entities:45442:1" rel="noopener">MMC Port Holdings Berhad (2436494D MK)</a> IPO could be delayed by <a href="https://theedgemalaysia.com/node/768094" target="_blank" rel="noopener">some months</a>, as issues have arisen due to the lofty valuations.  </li>
<li>
<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> reported strong results for FY25, and we expect strong guidance at its AGM in October for FY26. </li>
<li>We continue to favor <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/asian-terminals-inc" target="_blank" data-smartkarma-citation="entities:22959:1" rel="noopener">Asian Terminals (ATI PM)</a> due to their duopoly position and control over pricing.</li>
</ul>


Reports now out that the MMC Port Holdings Berhad (2436494D MK) IPO could be delayed by some months, as issues have arisen due to the lofty valuations.  

Port of Tauranga (POT NZ) reported strong results for FY25, and we expect strong guidance at its AGM in October for FY26. 
We continue to favor ICTSI (ICT PM) and Asian Terminals (ATI PM) due to their duopoly position and control over pricing.


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