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

IPO Trading Strategy - Will Haidilao Pop-Flop like Peers? A Historical Comparison Vs. Top-End IPOs

Niu Technologies – Another EV Upstart From China; This One Has Zest

Last Week in GER Research: Meituan, Nio, Haidilao, Shandong Gold, China Renais., X Financial and PDD

Meituan Dianping IPO: Mobike’s Economics – A Deep Dive

IPO Trading Strategy: From Pop to Flop? A Deep-Dive on HK IPO Performance

China Renaissance IPO Valuation: Full-Service at a Full Price

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

<p>Meituan shares have opened up c6% and we have decided to compare its potential one-day performance vs. the one-day performance of previous HK based IPOs. We have done a more detailed analysis on one week, one month and since inception IPO performance in our note here <a href="https://www.smartkarma.com/insights/ipo-trading-strategy-from-pop-to-flop-a-deep-dive-on-hk-ipo-performance" target="_blank" data-smartkarma-citation="insights:24258">IPO Trading Strategy: From Pop to Flop? A Deep-Dive on HK IPO Performance</a></p>
<p>More details are below.</p>

Meituan shares have opened up c6% and we have decided to compare its potential one-day performance vs. the one-day performance of previous HK based IPOs. We have done a more detailed analysis on one week, one month and since inception IPO performance in our note here IPO Trading Strategy: From Pop to Flop? A Deep-Dive on HK IPO Performance
More details are below.

Will Meituan Sustain Its Day One Move? A Comparison Vs. Historical Day One Trade (Part 2)