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 November 2025: Strong Structural Future Growth And Great Q3 Results

Container Port Terminal Screener December 2025: Top Picks For FY26

Initiation of A Container Port Terminal Product

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

Shortlist of High Conviction Philippines Equity Ideas - November 2025

Shortlist of High Conviction Philippines Equity Ideas - October 2025

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

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<a target="_blank">ICTSI (ICT PM)</a> continued to maintain steady growth, with revenue/profit up 19%/26%YoY, led by TEU yields at 219 USD/TEU, up 6.5 %YoY, and volume growth of 12.3%YoY.</li>
<li>The company recently highlighted that the Durban High Court dismissed APM's legal challenge to ICT's bid for the Durban Container Terminal, paving the way for a significant acquisition by FY26.</li>
<li>Trading at 18.1x FY25e PE, 9.7x EV-EBITDA, and 3% dividend yield, a ~20% CAGR growth profile with a ~20% ROCE, this is a name to explore. </li>
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ICTSI (ICT PM) continued to maintain steady growth, with revenue/profit up 19%/26%YoY, led by TEU yields at 219 USD/TEU, up 6.5 %YoY, and volume growth of 12.3%YoY.
The company recently highlighted that the Durban High Court dismissed APM's legal challenge to ICT's bid for the Durban Container Terminal, paving the way for a significant acquisition by FY26.
Trading at 18.1x FY25e PE, 9.7x EV-EBITDA, and 3% dividend yield, a ~20% CAGR growth profile with a ~20% ROCE, this is a name to explore. 


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