IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

Arun has over 15 years’ experience covering the Technology sector. During this time, he has worked with technology start-ups and as an equity analyst in investment banks and independent research firms. He was formerly a Technology Analyst for Canaccord Genuity, Altium Securities, Espirito Santo Investment Bank, Noble Group and Clear Capital. He has a dual Master’s degree in Financial Engineering and Industrial and Operations Engineering from the University of Michigan. He obtained his Bachelor’s degree in Mechanical Engineering from the Indian Institute of Technology, Bombay. He is also a CFA charterholder.

IPOs and Catalysts/Events

Abko IPO Preview (#1 Gaming Gear Maker in Korea)

Razer: End of CES Winning Streak a Symptom of Underlying Issues

Razer: Results Provide Little Justification for Premium Valuation

Razer: Watch Out for Xiaomi's Shark Attack

Xiaomi IPO: Should've IPOed When The Going Was Good

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>Razer released its 1H20 results after market close. Overall, we think the 1H20 suggests that Razer is finally heading in the right direction due to accelerating growth, sustained mix shift to software &amp; services, adjusted EBITDA profitability and cash generation. Along with undemanding valuation and strong underpinning from a sizeable cash position, we think that the shares are worth a closer look. </p>

Razer released its 1H20 results after market close. Overall, we think the 1H20 suggests that Razer is finally heading in the right direction due to accelerating growth, sustained mix shift to software &amp; services, adjusted EBITDA profitability and cash generation. Along with undemanding valuation and strong underpinning from a sizeable cash position, we think that the shares are worth a closer look. 

Razer Inc

Razer Dares to Look Sharp