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

Tencent (700 HK): No Longer Roaring, but the Price Is Right

Tencent: Investees, the Potential for ST Earnings Miss, and an Attractive LT Entry Point

Tencent – Is Short-Term Risk/Reward More Balanced?

Tencent: Digging into the Potentially Implausible DCF Valuation

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 wrote a month ago that Tencent was likely to beat consensus estimates driven by ‘other gains’ (<a href="https://www.smartkarma.com/insights/tencent-is-short-term-risk-reward-more-balanced" target="_blank" rel="noopener">note here</a>). Indeed, Tencent’s 2Q21 beat consensus estimates through a significant gain in ‘other income.’ On the flip side, we believe more questions may be raised about the performance of the core business.</p>

We wrote a month ago that Tencent was likely to beat consensus estimates driven by ‘other gains’ (note here). Indeed, Tencent’s 2Q21 beat consensus estimates through a significant gain in ‘other income.’ On the flip side, we believe more questions may be raised about the performance of the core business.

Tencent 2Q21 Results: Questions About Core Business Remain