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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Developed Market (DM) Exchanges – 2026 High Conviction Calls
LSEG's share price hit due to AI disruption fears, but its data and analytics segment has a defensive moat. CME Group remains a buy for its...
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Japanese Banks – 2026 High Conviction Ideas
Japanese banks in 2026 should see top line growth from hawkish BoJ, shareholder value creation through cross-holding disposals; Resona top pick...
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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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GEM Banks - 2026 High Conviction Ideas
Top bank picks for 1H 2026 are Banrisul, Bradesco, and Ping An Bank, also highlighting buys on CCB and Hana Financial for deep value. Sell on...
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