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

HK-Listed Apparel & Footwear Screener September 2026: 12 Stock Universe With Average Yield >9%

HK-Listed Apparel & Footwear Screener May 2026: 12 Stock Universe With Average ~8.6% Yield

HK-Listed Apparel & Footwear Screener June 2026: 12 Stock Universe With Average ~9.1% Yield

HK-Listed Apparel & Footwear Screener July 2026: 12 Stock Universe With Average Yield 9.2%

Nameson Holdings (1982 HK) FY26: Volume Beats, Margins Buckle

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>Results releases from <a href="https://www.smartkarma.com/entities/stella-international-holdings-limited" target="_blank" data-smartkarma-citation="entities:7610:1" rel="noopener">Stella International (1836 HK)</a> / <a target="_blank" rel="noopener">Crystal International (2232 HK)</a> were contrasting, with the former showing a 19% decline in profitability and the latter a 11% increase, despite headwinds.</li>
<li>We discuss <a href="https://www.smartkarma.com/entities/fountain-set-holdings-limited" target="_blank" data-smartkarma-citation="entities:11520:1" rel="noopener">Fountain Set Hldgs (420 HK)</a> and the likelihood of a dividend increase, coupled with its 59% discount to NCAV, making it a net-net. </li>
<li>Our top pick is <a href="https://www.smartkarma.com/entities/jnby-design-limited" target="_blank" data-smartkarma-citation="entities:23642:1" rel="noopener">JNBY Design (3306 HK)</a>, still for its high ROCE &gt;30%, coupled with a good net margin, single-digit profit growth, 9.5x PE, and ~7% dividend yield. </li>
</ul>


Results releases from Stella International (1836 HK) / Crystal International (2232 HK) were contrasting, with the former showing a 19% decline in profitability and the latter a 11% increase, despite headwinds.
We discuss Fountain Set Hldgs (420 HK) and the likelihood of a dividend increase, coupled with its 59% discount to NCAV, making it a net-net. 
Our top pick is JNBY Design (3306 HK), still for its high ROCE &gt;30%, coupled with a good net margin, single-digit profit growth, 9.5x PE, and ~7% dividend yield. 


HK-Listed Apparel & Footwear Screener August 2026: 12 Stock Universe With Average Yield 8.8%