IDP Education Placement Early Look - US$800m Block a Given in 2021
In Dec 2020, we wrote about how Education Australia, the largest shareholder for IDP Education, had launched a formal review which might lead to a...
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Tencent Holdings – Money to Burn
TENCENT HOLDINGS: Tencent's Afterpay expectedly reported FY 1H21 operating losses, but the numbers overall exhibited significant improvement as it...
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Afterpay 1H21 Earnings Calls Key Takeaways
Afterpay results pointed to continued outperformance, making it a leader in the global BNPL sector. We highlight some of the key areas that make...
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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...
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Afterpay - An Internet Scale Company
Afterpay is on its way to becoming an "Internet Scale" company. We still see further upside driven by two winning trends - growth in eCommerce and...
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