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. Please do ping us if you would like any further info. 

Global Equity Research Ltd. (GER) is an appointed representative of Messels Ltd., which is authorised and regulated by the Financial Conduct Authority of the UK.

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

Last Week in GER Research: Meituan, Nio, Haidilao, Shandong Gold, China Renais., X Financial and PDD

IPO Trading Strategy: From Pop to Flop? A Deep-Dive on HK IPO Performance

Will Meituan Sustain Its Day One Move? A Comparison Vs. Historical Day One Trade (Part 2)

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

Last Week in GER Research: Haidilao, Xiaomi, Ping An, 111, Qutoutiao, Nio and Tesla

Last Week in GER Research: Meituan-Dianping, Nio, Gangfeng Lithium, Pinduoduo and 111 Inc

Meituan Dianping IPO: Tastier at the “New” Low End of the IPO Price Range

NIO IPO: August Metrics Point to Potential Signs of Waning Consumer Interest

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 assess Meituan's latest results ahead of its IPO, fear for minority shareholders at China Tower, highlight sales and margin concerns at Haidilao ahead of its IPO and highlight potential fading user interest for Qutoutiao. We also write IPO previews on Hua Medicine, Chunlai Education and Cootek.  
All of our key IPO research, as well as feedback from meetings with selected 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 assess Meituan's latest results ahead of its IPO, fear for minority shareholders at China Tower, highlight sales and margin concerns at Haidilao ahead of its IPO and highlight potential fading user interest for Qutoutiao. We also write IPO previews on Hua Medicine, Chunlai Education and Cootek.  
All of our key IPO research, as well as feedback from meetings with selected management, are listed below.
Best of luck for the new week - Arun, Venkat and Rickin

Last Week in GER Research: Meituan, China Tower, Haidilao, Qutoutiao, Hua Med., Chunlai, and Cootek