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Paypal Holdings (PYPL US)
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267
Analysis
Information Technology
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United States
PayPal Holdings, Inc. operates as a technology platform company that enables digital and mobile payments on behalf of consumers and merchants. The Company offers online payment solutions. PayPal Holdings serves customers worldwide.
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bearish
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Grab Holdings
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14 Apr 2021 18:19
SPAC Grab ... At 2x Uber
There are 650mn consumers in Southeast Asia, worth an estimated US$2.8tn. This is not a winner takes all maker. If anything, it's a three-way "grab".
David Blennerhassett
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476 Views
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bullish
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GoTo Gojek Tokopedia Tbk PT
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28 Feb 2021 19:46
Gojek (1379371D IJ) - A Leg Up for Digital Finance?
The move by GIC to invest in Bank Jago represents a vote of confidence in Gojek's digital financial strategy and places it ahead of its competitors...
Angus Mackintosh
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289 Views
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bullish
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Alibaba Group Holding
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28 Feb 2021 10:57
Alibaba (BABA US): Ant Group Woes Overly Priced-In
In this report, we summarize the potential impact of the recently announced regulation by CBIRC on Ant Group and why its value remains intact,...
Mitchell Kim
463 Views
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bullish
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Affirm Holdings
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18 Feb 2021 18:34
Affirm (AFRM) – The Rise of the Financial Super App
Affirm has a strong technology focus and a mission driven CEO who believes in bringing fairness to financial products. Investors should not...
Vishal Hargovan
490 Views
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bullish
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Cross Asset Strategy
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11 Jan 2021 23:13
The Week That Was in ASEAN@Smartkarma - Gojek & Tokopedia, and Pragmatic Thailand
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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229 Views
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