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

Baidu: A Closer Look at Non-Marketing Baidu Core. What Are We Paying for EV?

Baidu Secondary Listing Early Look - Will Be One of the Largest Secondary Listings This Year

Baidu Secondary Listing: Searching for the Next Big Thing

Sogou IPO Preview: Do Yourself a Favour and Search for a Better IPO

An Analysis of ADR/HKEX Discount Behavior As The US Listed Chinese Tech Rush To Hong Kong

Baidu: Acquisition of YY Live Is More Beneficial to JOYY than Baidu

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 Capital Markets

<p><a href="https://www.smartkarma.com/entities/baidu-inc" target="_blank" data-smartkarma-citation="entities:179:1" rel="noopener">Baidu (BIDU US)</a> has reportedly hired investment banks in order to raise 3.5bn USD in a secondary listing with the expectation that the deal will commence in 1H21. We look at the fundamental investment case and key recent events for Baidu below.</p>

Baidu (BIDU US) has reportedly hired investment banks in order to raise 3.5bn USD in a secondary listing with the expectation that the deal will commence in 1H21. We look at the fundamental investment case and key recent events for Baidu below.

Baidu Secondary Listing: Do the Fundamentals Stack Up?