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

Fenix Resources (FEX AU): Q3 FY25 Concall Update + CZR News

Iron Ore Tracker (28-Apr-2025): Iron Ore Within The Band, China Lending Data To The Rescue

Iron Ore Tracker (12-May-2025): Looking for Green Shoots In Iron Ore

Iron Ore Majors Guidance: Key To Understanding Supply Side in 2025

Iron Ore Tracker (24-Mar-2025): Iron Ore At Support Levels of 100 USD/Ton

Fenix Resources (FEX AU): Highlights From The Ignite Investment Summit

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

Commodities

<ul>
<li>Iron ore prices dropped by 5.5% last week, as the tariff war spooked the market and global recession fears gripped the market.  </li>
<li>With the temporary relaxation of the tariffs and a meeting of key Chinese leaders to front-load the stimulus, the market seems slightly less pessimistic about iron ore prices. </li>
<li>With iron ore prices falling below USD 100 per ton, the higher end of the cost curve, we anticipate a slight rebound toward the USD 105-110 per ton range.</li>
</ul>


Iron ore prices dropped by 5.5% last week, as the tariff war spooked the market and global recession fears gripped the market.  
With the temporary relaxation of the tariffs and a meeting of key Chinese leaders to front-load the stimulus, the market seems slightly less pessimistic about iron ore prices. 
With iron ore prices falling below USD 100 per ton, the higher end of the cost curve, we anticipate a slight rebound toward the USD 105-110 per ton range.


Iron Ore Tracker (14-Apr-2025): Iron Within The Band, Set To Bounce On China Stimulus Talks