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. Please do ping us if you would like any further info. 

Global Equity Research Ltd. (GER) is an appointed representative of Messels Ltd., which is authorised and regulated by the Financial Conduct Authority of the UK.

IPO and L/S equity, 2015 Starmine top stock picker

Last Week in GER Research: Tencent Music Vs. Spotify, Ganfeng Lithium, Meituan, Weidai, and Innovent

Last Week in GER Research: TME Delay Due to Spotify Weakness? MYOB, Ganfeng, Tongcheng, and NIU

Last Week in GER Research: Tencent Backed IPOs, Niu, Innovent Biologics, Babytree and Fujifilm

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

Haidilao International Holding / Equity Capital Markets

Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight 25% potential downside at Haidilao as the dust settles, do a deep-dive on top-end priced HK IPOs which do not translate into long-term performance, preview potential one-trick pony Bitmain, estimate 33% downside for Shandong Gold, highlight the positives of new economy scooter-maker Niu vs. EV maker Nio and remind of a worrying share price comparison to Yixin based on China Renaissance's first few days of weak trade. 
All of our recent IPO and fundamental research are listed below.
Best of luck for the shortened week - Arun, Venkat and Rickin

Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight 25% potential downside at Haidilao as the dust settles, do a deep-dive on top-end priced HK IPOs which do not translate into long-term performance, preview potential one-trick pony Bitmain, estimate 33% downside for Shandong Gold, highlight the positives of new economy scooter-maker Niu vs. EV maker Nio and remind of a worrying share price comparison to Yixin based on China Renaissance's first few days of weak trade. 
All of our recent IPO and fundamental research are listed below.
Best of luck for the shortened week - Arun, Venkat and Rickin

Last Week in GER Research: Haidilao, Popflops, Bitmain, Shandong Gold, Niu and China Renaissance