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

BABA Trim Levels and Buy Support to Ride the Next Bull Leg

Alibaba HK Listing: A Strong Start; What's Next?

Alibaba: Switching from the ADR to the HK Listing

Alibaba HK Listing Bear View: HK Raise Will Worsen the past Poor Capital Allocation

Alibaba HK Listing: Thoughts on the Premium/Discount to the ADRs

Alibaba HK Listing: Do the Fundamentals Stack Up?

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

Alibaba Group Holding  / Equity Capital Markets

<p>Ahead of Alibaba's HK listing this week, we believe there is one critical number to look at when valuing Alibaba as we take a deep dive into its underlying divisional profit and revenue profile. More details below the fold. </p>

Ahead of Alibaba's HK listing this week, we believe there is one critical number to look at when valuing Alibaba as we take a deep dive into its underlying divisional profit and revenue profile. More details below the fold. 

Alibaba HK Listing: The One Number that Matters in Valuing This Conglomerate