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

Sea Limited 2Q21 Results – Continuing to Drive New Growth Avenues

Sea Limited 4Q Results: Angling to Be the Next Tencent?

Sea Limited Placement: Hoping for a Cheap Entry Point for This Unique Growth Story

Sea Limited 3Q Results: Driving a New Pillar of Growth

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>We believe <a href="https://www.smartkarma.com/entities/sea-ltd" target="_blank" data-smartkarma-citation="entities:8509:1" rel="noopener">Sea Ltd (SE US)</a> could generate over 9bn USD in revenue this year, well above consensus forecasts of 7.9bn USD (Source: Reuters). Sea’s latest results continue to show a business with a robust growth profile. Sea’s 1Q21 top-line grew by 147%, marking 11 quarters in a row of triple-digit top-line growth, driven by continued positive trends in both e-commerce and gaming. We remain constructive on the Sea limited investment case.</p>

We believe Sea Ltd (SE US) could generate over 9bn USD in revenue this year, well above consensus forecasts of 7.9bn USD (Source: Reuters). Sea’s latest results continue to show a business with a robust growth profile. Sea’s 1Q21 top-line grew by 147%, marking 11 quarters in a row of triple-digit top-line growth, driven by continued positive trends in both e-commerce and gaming. We remain constructive on the Sea limited investment case.

Sea Limited Results: Scope for 15% Upgrades?