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

Rickin Thakrar

14 years of experience in global investment research and trading. In relation to research, we focus on IPO, Event-driven and large-cap non-consensual ideas. In relation to trading, we focus on generating positive index-adjusted returns and have had several top-decile or top-quartile performances over the past three years. In terms of background, I have worked at several sell-side firms (JP, Redburn, Haitong, Mainfirst), won Starmine as top stock picker in European Food Retail in 2015 and have been voted top one to top-five by institutions and hedge funds.

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

Alibaba 1Q22 Preview – Is an EBIT Kitchen Sink on the Horizon?

Alibaba – Potential Flaws in Consensus Forecasts?

Alibaba – Have Consensus Forecasts Finally Bottomed?

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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 Bottom-Up

Alibaba Group Holding  / Equity Bottom-Up

<p>Alibaba’s group EBIT fell by 11% YoY in 1Q21 yet we might get consensus EPS upgrades. We have written extensively about the significant dislocation in consensus estimates which in our view are too high on the EBIT line and too low on the EPS line. We dig into the numbers and our thoughts.</p>

Alibaba’s group EBIT fell by 11% YoY in 1Q21 yet we might get consensus EPS upgrades. We have written extensively about the significant dislocation in consensus estimates which in our view are too high on the EBIT line and too low on the EPS line. We dig into the numbers and our thoughts.

Alibaba 1Q21/22 Results – Another EBIT Whiff yet We Might Get Upgrades.