Zip Finally Lobs an Offer for Sezzle
Zip will offer a fixed exchange ratio of 0.98 Zip shares per Sezzle share, implying A$2.17 per Sezzle share. The exchange ratio is fair compared to...
273 Views
The Week That Was in ASEAN@Smartkarma - XL Coverging, Kalbe Rebalancing, and SCB Refocusing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
265 Views
Zip To Merge With BNPL Rival Sezzle
Assuming no regulatory/shareholder roadblocks, this looks done. Keep a lookout for other BNPL players, now that Afterpay Touch, Affirm Holdings,...
333 Views
Affirm FY Q2 2022 Earnings Review: Leading BNPL Player Maintains Its Hyper-Growth Trajectory
Affirm’s valuation looks attractive after market sell-off. Leading BNPL player continues to grow rapidly and maintains its hyper-growth trajectory.
290 Views
Paypal: Guess It Wasn’t Just a Pig Through a Python…But Is This a Compounder on Sale?
Once Paypal works its way through the tough comps, the narrative for 2H22 of reaccelerating growth will put it back in the hearts of GARP...
386 Views