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

Iqiyi Placement – an Attempt to Shore up Short-Term Liquidity

Tencent Potentially Tilts for Iqiyi – Consolidation on the Horizon?

IQIYI Reveals SEC Investigation Amidst Poor Sales Outlook

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

<p><a href="https://www.smartkarma.com/entities/iqiyi-inc" target="_blank" data-smartkarma-citation="entities:26755:1" rel="noopener">iQIYI Inc (IQ US)</a> shares dropped 15% yesterday post the release of its 3Q20 results which showed sales growth turning negative in the quarter despite an easy comp. On top of this, Iqiyi's balance sheet remains stretched amidst a tough competitive environment. Our thoughts are below</p>

iQIYI Inc (IQ US) shares dropped 15% yesterday post the release of its 3Q20 results which showed sales growth turning negative in the quarter despite an easy comp. On top of this, Iqiyi's balance sheet remains stretched amidst a tough competitive environment. Our thoughts are below

iQIYI Inc

Iqiyi: Another Tough Quarter