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Objective Analysis - FY20 Results Presentation, page-19

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thebarry111

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27/08/20

20:35

Post #: 46879409
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Originally posted by StefanF: ↑

One more point that I forgot to mention is that Nick talked very positively about how APT is coping with competition. He pointed out that a number of key merchants have started offering other BNPL options and APT hasn't noticed any material decline in Afterpay transactions.

Also worth noting is that FXL has received lower BNPL income this financial year as they had to reduce fees to become more competitive. This is one of the main reasons why I hold APT because it's unlikely the market leader will ever have to compromise on fees, a luxury that is provided by the superior customer numbers and network. The likes of FXL, SZL and Z1P may find themselves having to lower their fees to entice merchants to offer them when they are likely already offering Afterpay and Klarna.

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What about in the US where they aren't the market leader? Or are you just being selective on your markets?

Seems pretty important considering this is going to be their supposed biggest market.

APT Price at posting: $91.26 Sentiment: None Disclosure: Held
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