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  1. adpadp
    151 Posts.
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    17/10/21
    10:51
    Post #: 56856624
    With APRA looking at regulating the BNPL industry and the biggest BNPL company on the ASX being bought out by the American super fintech. I believe a combination of these two actions could lead to a rerate of IOU valuation who are exclusivly exposed to Malaysia (acknowledging this may increase by an additional two SEA territories by end of CY 2021 as borders open up).
    IOU Price at posting: 26.5¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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