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

Smartkarma Webinar | NTT's DoCoMo Privatisation - A Long-Term Win?

Gravity Works As WeWork Doesn't; Now Plan B

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.

Event-Driven

NTT (Nippon Telegraph & Telephone) / Event-Driven

NTT (Nippon Telegraph & Telephone) (9432 JP)

<p>We have been historically negative on the <a href="https://www.smartkarma.com/entities/nippon-telegraph-telephone-corporation" target="_blank" data-smartkarma-citation="entities:623:1" rel="noopener">NTT (9432 JP)</a>  stub (Note here: <a href="https://www.smartkarma.com/insights/ntt-why-we-would-avoid-the-ntt-stub" target="_blank" data-smartkarma-citation="insights:25834" rel="noopener">NTT: Why We Would Avoid the NTT Stub</a> ) and its recent announcement to buy out its remaining stake in <a href="https://www.smartkarma.com/entities/ntt-docomo-inc" target="_blank" data-smartkarma-citation="entities:1089:1" rel="noopener">NTT Docomo Inc (9437 JP)</a> in our view may reflect the weak fundamentals at the NTT stub. Our updated view on the stub and implications for the deal are below</p>

We have been historically negative on the NTT (9432 JP)  stub (Note here: NTT: Why We Would Avoid the NTT Stub ) and its recent announcement to buy out its remaining stake in NTT Docomo Inc (9437 JP) in our view may reflect the weak fundamentals at the NTT stub. Our updated view on the stub and implications for the deal are below

NTT Buyout of Docomo - Shoring up a Weak Stub?