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

Last Week in GER Research: Wanda, AMTD, Weimob, China Literature, and Asahi Group

Last Week in GER Research: WeWork, Venus Medtech, Fineos, Takara Leben, TPV Tech, and Douya/Huya

Home Credit IPO: Whole Is Greater than the Sum of the Parts

AMTD International IPO: Valuation Bordering on Delusional

Wanda Sports IPO Pricing: High Free Float Detracts

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

Wanda Sports Group / Equity Capital Markets

<p><a href="https://www.smartkarma.com/entities/wanda-sports-group" target="_blank" data-smartkarma-citation="entities:28119:1" rel="noopener">Wanda Sports Group (WSG US)</a> shares closed down 36% on its first day of trading, despite cutting the size of the deal by 40% and reducing its IPO range from 12-15 USD to 8 USD.  Our latest thoughts on the stock can be found below. </p>

Wanda Sports Group (WSG US) shares closed down 36% on its first day of trading, despite cutting the size of the deal by 40% and reducing its IPO range from 12-15 USD to 8 USD.  Our latest thoughts on the stock can be found below. 

Wanda Sports Group

Wanda Sports IPO: A Tough Day One