Just got a chance to read the presentation script and there are...

Just got a chance to read the presentation script and there are more details about the guidance for the rest of 2023 which is good.

In addition to that, I believe 2022' relatively high growth figures were helped by the acquisition of Afterpay (done in early 2022Q1) which roughly adds 10% to the underlying growth rate of ~30%.

With the high interest rate setting gradually working through the economy and Afterpay acquisition effect wearing off it looks like we will need to expect ~20% growth rate for a while.

I'm now more comfortable with this and expect the share price to be range bound until the market believes FED's rate cut is in striking distance. Fintech should be rerated afterwards.

My thoughts only and DYOR.