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$66.47 afterpay limited

Ann: Details of Afterpay's upcoming HY21 results, page-7

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Trevor2017

1,032 Posts.

154

15/02/21

12:10

Post #: 50990728
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Originally posted by StefanF: ↑

The GMV may be predictable there is more to APT's numbers than GMV. For starters, lower/higher default rates and funding costs could have an unexpected impact on margins. Since Afterpay is a high volume, low margin business that could have significant implications.

I'd expect default rates to continue declining due to the self-cleansing natures of the receivables book, having a positive margin impact. But this may already be an expectation by the market?

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I'd be surprised if there're any surprises on DR given other players have already shown their latest results and that if there's any sign of deterioration the news media haven't been all over it by now...

APT Price at posting: $155.15 Sentiment: Buy Disclosure: Held
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0 Great analysis

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