A summary from the Shaws note:
Zip Co (Z1P)Margins surprised materially to the upside. Unit economics and accelerations in customers the most important drivers in BNPL. Quad margins are 4% vs APT at 2% and is the fastest growing BNPL in the USA. Zip is now rotating its book twice as fast as 12 months ago with a product that has 3x the effective returns;
Broker ADD - Shaw ($15.36): Morgan S ($12.10), page-48
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$2.16 |
Change
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Mkt cap ! $2.809B | |||
| Open | High | Low | Value | Volume |
| $2.14 | $2.18 | $2.12 | $3.168M | 1.471M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 25 | 240788 | $2.16 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.17 | 135678 | 20 |
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