Square: Cash Rules Everything Around Me
This note is a follow up to our deep dive on Square from earlier in the month. The quarter’s results were strongly supportive of our long thesis,...
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Square: Impending Return to Darling Status
Summary: Square, an AI first commerce ecosystem provider, has uniquely married enterprise grade software, payment processing, and personal...
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US FinTech M&A Trend Set to Continue
The trend of 2019’s payment services mega-deals is set to continue but in the form of a greater volume of small transactions. Potential take-out...
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Yeahka IPO Initiation: Cashing In
Yeahka Limited (YEAHKA HK) is a leading payment-based technology platform in China. Yeahka is backed by investors such as Recruit Holdings (6098...
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Tyro Payments IPO - Probably Fairly Valued at the High-End but There Is Still the Banking Wild Card
Tyro Payments (Tyro) plans to raise around US$170m in its Australia listing. Tyro is Australia’s fifth largest EFTPOS provider serving...
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