Nexi’s (NEXI IM) Offer for Nets; From National to European Payments Champion
Nexi, post agreeing the SIA deal, plans to credibly establish itself as a European payments leader with the Nets merger; it is attractive on its...
241 Views
Nexi SpA (NEXI IM): The Nets Purchase Is a Good Deal... I See a Rerate in Short and Longer Term
Assessing Nexi's price action from the agreement to purchase Nets. It is a good deal, with strong price action expected at the open and strategic...
202 Views
Ant Group (6688 HK): IPO Pricing Warrants a Re-Rating
Ant Group's share price at IPO is above the original expected range; still, we expect solid share re-rating potential given its growth prospects...
916 Views
Ant Group: SOTP Scenarios on Potential IPO Valuation
Ant Group, the leading Chinese FinTech, has announced that it is preparing for its IPO which could come as soon as October Press reports suggest a...
630 Views
MercadoLibre (MELI US): Chinks in the Digital Armour
2Q20 results from MercadoLibre Inc (MELI US) were a mixed bag and reflect the challenges as much as the opportunities of Covid-19 The big positive...
374 Views