A summary from the Shaws note:
Zip Co (Z1P)Margins surprised materially to the upside. Unit economics and accelerations in customers the most important drivers in BNPL. Quad margins are 4% vs APT at 2% and is the fastest growing BNPL in the USA. Zip is now rotating its book twice as fast as 12 months ago with a product that has 3x the effective returns;
Broker ADD - Shaw ($15.36): Morgan S ($12.10), page-48
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Last
$2.20 |
Change
0.035(1.62%) |
Mkt cap ! $2.809B | |||
| Open | High | Low | Value | Volume |
| $2.14 | $2.21 | $2.12 | $8.347M | 3.841M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 31 | 169142 | $2.19 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.20 | 258520 | 38 |
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| Last trade - 12.55pm 23/08/2024 (20 minute delay) ? |
| ZIP (ASX) Chart |