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

Tencent Overshoot Risk Below Original Buy Target

Tencent Holdings – Slap On The Wrist For Now

China Internet Weekly (21Dec2020): Online Games Rated by Age, Online Platforms Banned from Deposit

Tencent Bear Case: The Growth Illusion (Part 1)

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

Tencent Bear Case: An Over-Played Hand (Part 2)

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>Tencent shares have consolidated post its latest quarterly earnings beat. In this note, we dig into the potentially implausible consensus DCF valuation for Tencent, as reflected in our analysis of future cash flows. More below the fold.</p>

Tencent shares have consolidated post its latest quarterly earnings beat. In this note, we dig into the potentially implausible consensus DCF valuation for Tencent, as reflected in our analysis of future cash flows. More below the fold.

Tencent: Digging into the Potentially Implausible DCF Valuation