Payment Companies – Thoughts on Screen Snapshots 1Q22
We favour Mastercard, PagSeguro and Getnet, adding Nexi which looks very oversold; we take Paytm off the sell list, but stay negative on DLocal due...
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Square: Afterpay Acquisition a Master Class in Platform Synergies
Last week Square acquired Afterpay for $29B in an all stock deal. Its shares subsequently added ~$14B market cap…not too shabby.
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Airtel Africa Is The Solution For Investors Worried About Visa And Mastercard Valuations
Visa and Mastercard, undoubtedly both great companies but are they good investments right now? I analyse both Visa and Mastercard in detail.
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Cuscal IPO - Peer Comparison & Thoughts on Valuation
Cuscal Limited (1229Z AU) is looking to raise US$234m in its upcoming Australia IPO. In this note we will undertake a peer comparison and share our...
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Cuscal Pre-IPO - The Negatives - Margins Have Declined and Growth May Be Capped
Cuscal Limited (1229Z AU) is looking to raise US$234m in its upcoming Australia IPO. In this note, we will talk about the not so positive aspects...
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