Primer: Nexi (NEXI IM) - Aug 2026
Nexi has established itself as a leading European PayTech through significant M&A activity, including the mergers with Nets and SIA,...
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Nexi (BIT:NEXI) – Non-Core Disposal Headwinds, Downgrading the Shares to Neutral
​Nexi's failure to sell its digital banking service arm hinders the de-leverage of its balance sheet, with the sale blocked by Italy's CDP for...
1.4k Views
Payment Companies – Our 2026 High Conviction Ideas
​Top payment picks for 1H 2026: Buy Nexi, PagSeguro for deep value; Sell Affirm due to BNPL competition and credit risks; Keep an eye on Klarna's...
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Payment Companies – Key Picks and Potential IPOs in Focus
PagSeguro is our core value pick, Nexi and Visa are also buys, Affirm still rated a sell, Shift4 is now neutral. ​Updated Klarna and Stripe pre-IPO...
769 Views
Payment Companies – 2022 in Review, Our High Conviction Calls for 2023
For 2023, we favour Visa in the card network megacaps, adding Wise to the buys and we stick with PagSeguro; for shorts, we remain negative on...
869 Views