Payment Companies – Updated Sector Overview and Potential IPOs
631 Views27 Jun 2024 22:03
Mixed 2Q24 shares performance, challenging for long investors in payment companies. Visa retained as core holding, with buys PagSeguro and Shift4; Nexi replaces PayPal as buy, Affirm remains a sell.
What is covered in the Full Insight:
- Klarna and Stripe IPO Valuations
- Performance of Recommended Shares in 2Q24
- Core Recommendations and Updates
- Emerging Market Players and Potential IPOs
- Risks to Investment Thesis
SUMMARY
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