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: Wanda, AMTD, Weimob, China Literature, and Asahi Group

Home Credit IPO: Whole Is Greater than the Sum of the Parts

Home Credit IPO Initiation: Credit Where Credit’s Due

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

Wanda Sports Group / Equity Capital Markets

Wanda Sports has released the pricing range for its IPO (12-15 USD per ADS) and we note the following points. 1. Recap of our view on Wanda2. Summary of Wanda IPO deal 3. High free float is less inspiring for early trade in our view4. Balance sheet doesn't measurably improve despite IPO proceedsGER viewMore details below.

Wanda Sports has released the pricing range for its IPO (12-15 USD per ADS) and we note the following points. 1. Recap of our view on Wanda2. Summary of Wanda IPO deal 3. High free float is less inspiring for early trade in our view4. Balance sheet doesn't measurably improve despite IPO proceedsGER viewMore details below.

Wanda Sports IPO Pricing: High Free Float Detracts