BNPL Companies – Locking in Gains on Klarna (KLAR US), Placing a Sell on Affirm (AFRM US)
The "K-shaped" US consumer credit market is seeing rising NPL stress leading to caution on BNPL companies; we place a sell rating on Affirm due to...
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PayPay (PAYP) Post-IPO and Payment Companies Update
Adding GARP play PayPay and deep value Klarna to buy list for their growth potential, while keeping Affirm on sell list for pairs trade strategy...
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Primer: Scalapay - 17 Feb 2026
Payment solution enabling customers to buy now and pay later through interest-free installments
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Why Brex Sold To Capital One
TL;DR: Brex’s $5.15B sale to Capital One reflects both its post-2023 comeback, exiting on the upswing (re-accelerating growth to 50% YoY at $700M...
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BNPL Companies – Re-Iterating Our Bearish View on Affirm (AFRM US)
Affirm's shares face challenges in competitive BNPL market and credit trends, despite the recent Amazon partnership renewal. Technical factors...
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