The Week That Was in ASEAN@Smartkarma - XL Coverging, Kalbe Rebalancing, and SCB Refocusing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
171 Views
Zip To Merge With BNPL Rival Sezzle
Assuming no regulatory/shareholder roadblocks, this looks done. Keep a lookout for other BNPL players, now that Afterpay Touch, Affirm Holdings,...
273 Views
Affirm FY Q2 2022 Earnings Review: Leading BNPL Player Maintains Its Hyper-Growth Trajectory
Affirm’s valuation looks attractive after market sell-off. Leading BNPL player continues to grow rapidly and maintains its hyper-growth trajectory.
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Paypal: Guess It Wasn’t Just a Pig Through a Python…But Is This a Compounder on Sale?
Once Paypal works its way through the tough comps, the narrative for 2H22 of reaccelerating growth will put it back in the hearts of GARP...
314 Views
SPACTalk: 2022 High Conviction Pair Trade Idea-Why Moneylion Is A Better Choice Than Affirm Holdings
AFRM's prevailing Revenue based valuation multiple is 12X higher than ML's and makes for a potentially very lucrative pair trade idea that could...
314 Views