IPO and L/S equity, 2015 Starmine top stock picker, Global Equity Research Ltd

Rickin Thakrar

IPO and L/S equity, 2015 Starmine top stock picker

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Equity Capital Markets

Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight our sensitivity analysis for Ascletis Pharma post its weak IPO last week,  a reminder of our colleague Venkat's differentiated piece on China Tower which is gaining traction ahead of its IPO this week and further analysis on the strange and spurious situation with Pinduoduo. We also recap new IPO notes on Beigene and CNFinance.
All of our key IPO research, as well as our feedback from meetings with company management, are listed below.
Best of luck for the new week - Arun, Venkat and Rickin

Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight our sensitivity analysis for Ascletis Pharma post its weak IPO last week,  a reminder of our colleague Venkat's differentiated piece on China Tower which is gaining traction ahead of its IPO this week and further analysis on the strange and spurious situation with Pinduoduo. We also recap new IPO notes on Beigene and CNFinance.
All of our key IPO research, as well as our feedback from meetings with company management, are listed below.
Best of luck for the new week - Arun, Venkat and Rickin

Last Week in GER Research: Ascletis Pharma, China Tower, Pinduoduo, Beigene and CNFinance

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Equity Bottom-Up

After a stonking IPO, <a href="https://www.smartkarma.com/entities/27250" target="_blank" data-smartkarma-citation="entities:27250:1">Pinduoduo (PDD US)</a> has faced a barrage of negative press reports rightly highlighting the number of counterfeit products available on the platform. The situation reached a fever pitch when on Wednesday, China’s State Administration for Market Regulation (SAMR) asked Shanghai regulators to launch an investigation into the sale of counterfeit products and items that infringe copyrights on Pinduoduo. SAMR also said, “regardless of whether it is by third parties or internal…

After a stonking IPO, Pinduoduo (PDD US) has faced a barrage of negative press reports rightly highlighting the number of counterfeit products available on the platform. The situation reached a fever pitch when on Wednesday, China’s State Administration for Market Regulation (SAMR) asked Shanghai regulators to launch an investigation into the sale of counterfeit products and items that infringe copyrights on Pinduoduo. SAMR also said, “regardless of whether it is by third parties or internal…

Pinduoduo (PDD US): Keep Calm and Ride the Storm

Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight bullish research on Pinduoduo, cautious thoughts on China Tower, a weak Cango IPO and a read-across to our bullish meeting with Amazon management in May which was reflected in its earnings beat this week.
All of our key IPO research, as well as our feedback from meetings with company management, are listed below.
Best of luck for the new week - Arun, Venkat and Rickin

Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight bullish research on Pinduoduo, cautious thoughts on China Tower, a weak Cango IPO and a read-across to our bullish meeting with Amazon management in May which was reflected in its earnings beat this week.
All of our key IPO research, as well as our feedback from meetings with company management, are listed below.
Best of luck for the new week - Arun, Venkat and Rickin

Last Week in GER Research: Pindoudou, China Tower, Cango, Amazon, Aurora, Hope Ed., Ascletis and STX

Actionable Insights, Assured Alpha, ANTYA Investments

ANTYA Investments

Actionable Insights, Assured Alpha

Investing That Empowers You

ANTYA Investments Inc., regulated by the Ontario Securities Commission, is registered to provide wealth management services in Canada. ANTYA manages institutional, and high net-worth client portfolios on a discretionary basis. Our investment philosophy embraces a Core-Satellite approach.  The core of the portfolio is chosen from a group of fifteen asset classes. A few stock specific asymmetrical investment opportunities comprise the satellite segment. ANTYA invests only in global, large capitalization, and investment grade companies.  

Macroeconomics

The U.S. economy is firing on all cylinders. The Fed is bound to stay the course and, in our belief, will deliver more rate hikes than the market anticipates. EM investors should stay in large capitalisation, export-driven and domestic currency denominated debt-oriented companies with strong balance sheets. There will be more volatility ahead.

The U.S. economy is firing on all cylinders. The Fed is bound to stay the course and, in our belief, will deliver more rate hikes than the market anticipates. EM investors should stay in large capitalisation, export-driven and domestic currency denominated debt-oriented companies with strong balance sheets. There will be more volatility ahead.

May Unemployment Report–ANTYA Maintains View–Negative for EM Currencies, Bonds and The Japanese Yen

Equity Analyst, LightStream Research

Chacko Jacob

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Event-Driven

One of the biggest business headlines of 2007 in India was <a href="https://www.smartkarma.com/entities/11134" target="_blank" data-smartkarma-citation="entities:11134:1">Wal Mart Stores Inc (WMT US)</a> ’s announcement to enter the Indian market. Unbeknownst to most at the time, 2007 would also mark the onset of e-commerce as we know it in the country. Flipkart launched its operations with just two members and 20 shipments that year. Eleven years later, the paths of these two behemoths have crossed.On 9th May, Walmart announced that it would acquire a 77% stake in Flipkart for nearly USD 16bn, valuing the…

One of the biggest business headlines of 2007 in India was Wal Mart Stores Inc (WMT US) ’s announcement to enter the Indian market. Unbeknownst to most at the time, 2007 would also mark the onset of e-commerce as we know it in the country. Flipkart launched its operations with just two members and 20 shipments that year. Eleven years later, the paths of these two behemoths have crossed.On 9th May, Walmart announced that it would acquire a 77% stake in Flipkart for nearly USD 16bn, valuing the…

Walmart-Flipkart Deal Likely to Force Amazon To Loosen Purse Strings in India

United States

Walmart Inc. operates discount stores, supercenters, and neighborhood markets. The Company offers merchandise such as apparel, house wares, small appliances, electronics, musical instruments, books, home improvement, shoes, jewelry, toddler, games, household essentials, pets, pharmaceutical products, party supplies, and automotive tools. Walmart serves customers worldwide.

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Walmart (WMT US)

Last Week in GER Research: Ascletis Pharma, China Tower, Pinduoduo, Beigene and CNFinance

Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight our sensitivity analysis for Ascletis...

Rickin Thakrar

Pinduoduo (PDD US): Keep Calm and Ride the Storm

After a stonking IPO, Pinduoduo (PDD US) has faced a barrage of negative press reports rightly highlighting the number of counterfeit products...

Arun George

Last Week in GER Research: Pindoudou, China Tower, Cango, Amazon, Aurora, Hope Ed., Ascletis and STX

Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight bullish research on Pinduoduo,...

Rickin Thakrar

May Unemployment Report–ANTYA Maintains View–Negative for EM Currencies, Bonds and The Japanese Yen

The U.S. economy is firing on all cylinders. The Fed is bound to stay the course and, in our belief, will deliver more rate hikes than the market...

ANTYA Investments

Walmart-Flipkart Deal Likely to Force Amazon To Loosen Purse Strings in India

One of the biggest business headlines of 2007 in India was Wal Mart Stores Inc (WMT US) ’s announcement to enter the Indian market. Unbeknownst to...

Chacko Jacob

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