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Kirrakid5

32 Posts.

8

07/07/21

13:42

Post #: 54342987
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Originally posted by frontline1999: ↑

500% growth in four years for the ANZ BNPL industry and still people think it's a fad.

Obviously the rate of growth in ANZ will decelerate over the next four years, but there still exists plenty of opportunity for growth in our most mature region. Once you factor in the growth from new services, such as banking, and new monetisation strategies, coupled with growth in overseas markets and expansion into new geographies, the investment case for those who can see the wood for the trees is compelling.

You don't sell a leader in a hyper growth industry.

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APT Price at posting: $120.15 Sentiment: Sell Disclosure: Not Held
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0 Great analysis

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