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Remitly Global (RELY US)
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18
Analysis
Financials
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United States
Remitly Global Inc provides financial services. The Company offers online money transer and payment solutions. Remitly Global serves customers worldwide.
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bearish
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Thematic (Sector/Industry)
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23 Sep 2023 10:03
US Large Banks - New B/S Data: CRE Craters, MBS Sharp Decline, LLR & Big Fixed Deposits Up+, SE Flat
HFD shows risk aversion increasing at large US banks. LLR rising a lot and big fixed time deposits, can mean worsening net profit delta. With less...
Daniel Tabbush
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426 Views
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bearish
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Thematic (Sector/Industry)
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21 Sep 2023 12:42
US Banks - Added $122bn Cash In Past 2 Weeks | Loans up $31bn | CRE Loans Down | Deposits up $113bn
US banks are de-risking. Weekly balance sheet data shows almost all new deposits coming in moving into cash. Jumbo time deposits now far higher to...
Daniel Tabbush
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461 Views
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bullish
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Prosus NV
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19 Sep 2023 12:58
Prosus/Naspers: Business As Usual As CEO Steps Down
For arbers, go long Prosus and hedge 75% with Tencent, and 10-15% of Prosus listed holdings (Meituan, Delivery Hero, Trip.com, Remitly Global)...
David Blennerhassett
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638 Views
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