HUM 1.41% 72.0¢ humm group limited

Ann: FXL flexigroup announces strategic partnership with Masterca, page-83

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  1. 11,293 Posts.
    lightbulb Created with Sketch. 733
    Well a few favourable themes in the background,
    - Affirm wanting into Australia - FXL could be a great backdoor (mixed really)
    - movement from on-line to instore with Covid success and vaccines
    - BNPL hype
    - Improving credit metrics trend suspected
    - Ability/infrastructure to do an Afterpay type product quickly
    - Green energy still strong - batteries and panels etc
    - Big copycats focussed on Afterpay type arrangements
    - retail incumbency
    - outlook 58% up on UBS numbers apparently

    Possible negatives
    - fiscal cliff end of March
    - intensifying competition for merchants
 
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