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Who Has BNPL Pole Position?


This story features AFTERPAY LIMITED, and other companies. For more info SHARE ANALYSIS: APT
While the struggle continues for BNPL supremacy across three continents, the Afterpay revenue model evolves and the spectre of PayPal looms large.
-How the large BNPL players are faring in Australia, UK and the US
-Will it be first-mover advantage, a duopoly or an oligopoly?
-Comparison between PayPal and Afterpay 
-Has there been a revolution in Afterpay’s revenue model?
-Survey results show BNPL may be detrimental for some customers
By Mark Woodruff
Before leaving Australia, on a virtual tour for travel-starved readers, we initially find that Afterpay ((APT)) holds the position as market leader in the domestic market for BNPL. It is the most downloaded, frequently used app, with the most traffic and unique visitors to the site. ....

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The Wrap: Budget 2021, BNPL, Online, Mining & Infrastructure


Weekly Broker Wrap: Budget 2021 broadly equity market friendly, BNPLs US eclipse, online moderating, Mining & Infrastructure run-up
-Absence of fiscal (budget) repair may put upward pressure on interest rates
-Average US BNPL company growing over 10% quarter-on-quarter
-Mining & Infrastructure Services companies have 2-3 years to reach peak
-Consensus Data revenue for mining services forecast to increase 17% by FY23
By Mark Story
Budget: Good for growth and good for jobs
Given that it includes ample near-term stimulus, no tax hikes and plenty of medium-term spending initiatives, Wilsons suspects the government has clearly framed the Budget 2021 with an eye to the next election.
What may have potentially influenced the scope and timing of further stimulus, adds Morgan Stanley, is the government s negative position in recent election polling. The broker also notes marginal seat skew makes NSW and Victoria a likely focus for Opposition policies. ....

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