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Top Quartile
Sameer Taneja

Sameer Taneja
Equity, Bottom-up Analyst
Investics Research

595
Insights
294.2k
Views
344
Followers
Equity Bottom-Up Commodities

Top Sectors

Consumer Discretionary
47%
Materials
31%
Industrials
6%
Energy
4%
Information Technology
3%
Real Estate
3%
Health Care
3%
Financials
2%
Consumer Staples
2%
Communication Services
1%

Top Verticals

Equity Bottom-Up
77%
Commodities
13%
Thematic (Sector/Industry)
9%
ESG
1%
Forensic Accounting
1%

Top Entities

The Keepers Holdings
63
Taste Gourmet
57
Perfect Medical Health
49
Iron Ore
43
Ginebra San Miguel
40
Oriental Watch
39
Copper
38
Fortescue Metals
37
Southern Copper
35
Water Oasis
34

Top Countries

Hong Kong
4.1%
Philippines
2.1%
Australia
2%
China
1.9%
United States
1.9%
Indonesia
1.3%
Singapore
1.1%
India
1%
Malaysia
1%
Vietnam
1%
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