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

Sea Limited Placement: Hoping for a Cheap Entry Point for This Unique Growth Story

Sea Ltd:  Rising Momentum Among Active Investors Ahead of Index Inclusion

MSCI Singapore: SEA Index Inclusion Nears

MSCI Singapore Index: Impact of SEA Inclusion

Sea Limited: Can the Good Times Continue to Roll?

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

MSCI Singapore: SEA Change Coming in May 2021

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

<a href="https://www.smartkarma.com/entities/sea-ltd" target="_blank" data-smartkarma-citation="entities:8509:1" rel="noopener">Sea Ltd (SE US)</a> limited reported 3Q20 results, with the group growing sales at 99% despite a significantly tougher comp. The most positive development came from Sea’s payments division, which showed accelerating growth – suggesting a surprisingly smooth transition to a new pillar of growth for the fast-growing Sea. Sea shares have increased fivefold in the past year and our updated thoughts are below. Our previous bullish research can be found here: <a href="https://www.smartkarma.com/insights/sea-limited-can-the-good-times-continue-to-roll" target="_blank" data-smartkarma-citation="insights:42356" rel="noopener">Sea Limited: Can the Good Times Continue to Roll?</a> <a href="https://www.smartkarma.com/insights/sea-limited-opportunistic-offering-or-building-a-war-chest" target="_blank" data-smartkarma-citation="insights:34457" rel="noopener">Sea Limited: Opportunistic Offering or Building a War-Chest?</a>

Sea Ltd (SE US) limited reported 3Q20 results, with the group growing sales at 99% despite a significantly tougher comp. The most positive development came from Sea’s payments division, which showed accelerating growth – suggesting a surprisingly smooth transition to a new pillar of growth for the fast-growing Sea. Sea shares have increased fivefold in the past year and our updated thoughts are below. Our previous bullish research can be found here: Sea Limited: Can the Good Times Continue to Roll? Sea Limited: Opportunistic Offering or Building a War-Chest? 

Sea Limited 3Q Results: Driving a New Pillar of Growth