bearish•Qbe Insurance•22 Sep 2023 12:23
QBE Insurance - COR 109% in N America Commercial, Where Growth Is High | Debt Surges USD700m in 1H23
COR is now at 109% in North America Commercial segment, where growth of premiums is especially high. Debt is now rising, this is new, up USD700m in...
bearish•Thematic (Sector/Industry)•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...
bullish•Remitly Global•20 Sep 2023 19:20
Remitly - Rev +49% | ROW Rev +120% | Scaling: COGS -25% | Adj EBITDA Margin 2Q23 Is 8.7%, Highest
49% revenue growth 2Q23, COGS/revenue in decline. Adj EBITDA is positive, rising sharply in 2Q23 from 1Q23, 4Q22. Scale, penetration, reach, new...
bearish•KakaoBank •19 Sep 2023 17:34