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July 9, 2021
-Snap lockdowns to undermine discretionary retail earnings/share prices -Proposed EU-based consumer credit regulations may affect growth for Afterpay/Zip Co -Major rebound in buybacks, special dividends, and return to normal dividend payout ratios on the cards By Mark Story Discretionary retail: Lockdowns tarnish second half earnings Despite the accelerated vaccine roll-out nationally, Jarden sees the real risk of Australia remaining closed for longer, which will likely delay the reopening trad...
May 28, 2021
10:27 AM Weekly Broker Wrap: BNPL competition hotting up, corporate travel rebound, banks poised to splash more cash, listed property & the WFH dilemma -Its not prohibitively expensive/difficult to replicate Afterpays product -Flight Centre most at risk from Qantas cut to commissions -Corporate travel bookings now at 85% of 2019 levels -Capital management a key upcoming catalyst for major banks -74% surveyed favour a hybrid model of working By Mark Story BNPL: Afterpay & Zip Co under fire Given...
September 6, 2018
I need to be careful and i need to stay not just away from the line but three zip cos away from the line of current events or politics. todays marathon confirmation hearing, senator after senator pressed brett kavanaugh on the less and less the hypothetical question all the time of a president facing serious criminal investigation. could he be indicted, could he be subpoenaed, copardon himself? despite judge kavanaughs extensive public comment in public records saying he believes the president...