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 Music Pre-IPO Review - The Final Countdown - Growth Doesn't Seem to Be Slowing Down

Tencent Music Entertainment Group - Much Ado Nah Music About Nothing!

Tencent Music IPO: A Deep-Dive on Why Tencent Music Is Profitable and Spotify Is Not

Spotify IPO/Direct Listing - A Lot of Differences Versus Netflix, Nonetheless I Won't Give up Either

Spotify Direct Public Listing: D-1 Trading Strategy

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

Tencent Music released its F1 IPO prospectus today with the intention of raising $1bn USD. We note the following points:
Strong revenue, margins, cash generation and ARPU
Dominant market share with limited competition and supplier power
Tencent music relies on the ‘fan economy’ rather than subscriptions for earnings

Tencent Music released its F1 IPO prospectus today with the intention of raising $1bn USD. We note the following points:
Strong revenue, margins, cash generation and ARPU
Dominant market share with limited competition and supplier power
Tencent music relies on the ‘fan economy’ rather than subscriptions for earnings

Tencent Music IPO Preview: A Better Version of Spotify?