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

Is Trump Right About Amazon? A Deep-Dive into the US and Japanese Postal Service Deals

Amazon 1Q18 Review – More Price Increases on the Way?

Wal-Mart CEO Feedback – a Change of Strategy in Asia

Huya IPO Preview: What's All the Fuss About?

Trade and Diplomatic War Perks up Aluminum Prices

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 attended a roundtable discussion last week led by senior representatives from <a href="https://www.smartkarma.com/entities/26" target="_blank" data-smartkarma-citation="entities:26:1">Tencent Holdings Ltd (700 HK)</a> to hear details about WeChat, its current relationship with brands and its opportunities in advertising as well as further info on the current dynamics of the Chinese consumer. Our notes from the meeting are below the fold.</p>

We attended a roundtable discussion last week led by senior representatives from Tencent Holdings Ltd (700 HK) to hear details about WeChat, its current relationship with brands and its opportunities in advertising as well as further info on the current dynamics of the Chinese consumer. Our notes from the meeting are below the fold.

Tencent: Feedback from Meeting with Senior Management