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Tag: APT

Broker News

APT – Morgan Stanley rates the stock as Overweight

April 8, 2021 - by Broker News

Morgan Stanley assesses the entry of Commonwealth Bank ((CBA)) into the Australian BNPL market has put the focus on price competition. Target is reduced to $149 from $159. Overweight rating retained.

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Broker News

APT – UBS rates the stock as Sell

March 18, 2021 - by Broker News

UBS cites Commonwealth Bank’s ((CBA)) foray into BNPL as evidence of competition in the space. It’s also considered to highlight risk around ‘no surcharge’ rules. Sell rating and $36 target retained.

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Markets / Shares

Is Afterpay Overvalued?

March 2, 2021 - by Eva Brocklehurst

Afterpay’s rapid global expansion has taken the market by storm but not all are convinced of its value.

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Broker News

APT – Macquarie rates the stock as Neutral

March 1, 2021March 6, 2021 - by Broker News

Afterpay’s first half revenues grew 89% year on year, but that was sequentially below growth of 97% and 96% in the prior two halves and short of expectation. Neutral and $140 target retained.

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Markets / Shares

Afterpay, Zip Declare Losses Now, Hope for Profits Later

February 25, 2021February 25, 2021 - by Glenn Dyer

While Afterpay shares were suspended until Monday to allow the company to raise $1.25 billion, shares in BNPL rival Zip took a hammering after an unimpressive interim report.

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Markets / Shares

Afterpay Gathering Troops for US Escalation

February 25, 2021 - by Glenn Dyer

Afterpay is building up its forces to step up its attack on the US retail credit market, revealing on Thursday that it will spend $373 million on increasing its ownership of the company’s rapidly growing US business.

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Markets / Shares

UK Regulator Set to Tighten BNPL Rules

February 3, 2021February 3, 2021 - by Glenn Dyer

Fears about the rapid rise in buy now pay later schemes being offered by companies such as Afterpay have led the UK’s Financial Conduct Authority to take steps aimed at reining them in.

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Broker News

APT – Morgan Stanley rates the stock as Overweight

December 3, 2020December 3, 2020 - by Broker News

Underlying sales in November were ahead of Morgan Stanley’s forecasts by 15%. The broker forecasts $9.6bn in first half sales, or growth of 102%.

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Funds / Markets

Word of the Year – 2021?

November 26, 2020November 27, 2020 - by Yarra Capital Management

Dion Hershan, Head of Australian Equities at Yarra Capital Management, looks at the opportunities that are emerging from a bleak 2020.

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Funds / Shares

Is The Sharemarket Correctly Pricing In Fundamentals?

November 12, 2020November 13, 2020 - by Anton Tagliaferro

Anton Tagliaferro and Daniel Moore analyse the fundamentals of Amcor, Brambles and Orica and seek to provide an objective insight into the ‘blue sky’ being factored into Afterpay’s share price.

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Funds / Shares

Key Tenets for Managing Small-Cap Risk

November 4, 2020November 6, 2020 - by Investors Mutual

With certain sectors at extreme valuations, managing risk is more important than ever when investing in small caps. Marc Whittaker and Phillip Gray from Investors Mutual discuss their key tenets for managing risk in the small-cap sector.

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Shares

Afterpay Hits All-Time High As Active Customers Top 11 Million

October 29, 2020October 28, 2020 - by Glenn Dyer

Shares in Afterpay, the buy now, pay later company ended at an all-time high yesterday after a bullish quarterly update. The shares rose 7.3% to end at $102.97, up slightly from last week’s record close of $102.25.

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Shares

Westpac Tie-Up Pushes Afterpay Shares To New All-Time High

October 21, 2020October 20, 2020 - by Glenn Dyer

Shares in buy now pay later group, Afterpay hit an all-time high of $105.80 yesterday after it announced a new partnership with Westpac. The deal will see Westpac granting Afterpay customers a savings account that can be used as an ordinary savings account but will also be mined for behavioural data.

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Shares

Afterpay Clears AUSTRAC Hurdle

October 15, 2020October 14, 2020 - by Glenn Dyer

The key financial regulator, AUSTRAC will not be taking regulatory action against the buy now pay later pioneer, Afterpay over its money laundering disclosures.

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Shares

Competition Heats Up In Buy Now Pay Later

September 2, 2020September 2, 2020 - by Eva Brocklehurst

Competition in the Buy Now Pay Later market is accelerating, as rivals are attracted to the economics generated by first mover Afterpay. How well can the two local providers withstand the onslaught?

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Shares

Customer Numbers Double As Afterpay Halves Losses

August 28, 2020August 28, 2020 - by Glenn Dyer

Shares in Afterpay slowed their rapid rise of recent days yesterday despite the buy now pay later company revealing a solid set of results for the year to June and plans for more expansion this financial year.

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Shares

Retail Shareholders Line Up As Afterpay Completes Institutional Placement

July 9, 2020July 8, 2020 - by Glenn Dyer

Given the very positive reaction from investors to the Kogan retail issue, buy now pay later group, Afterpay will be knocked down in the rush from its retail base when its offer opens shortly.

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Broker News

APT – UBS rates the stock as Sell

July 8, 2020 - by Broker News

UBS was not surprised by the $800m capital raising and the $250m sell-down by the company’s co-founders, assessing this is understandable in the current situation.

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Shares

Founders Sell Down As Afterpay Raises $800m

July 8, 2020July 7, 2020 - by Glenn Dyer

Buy now, pay later group Afterpay will raise $800 million in fresh capital as part of a strategy to speed up its global expansion, while co-founders Anthony Eisen and Nicholas Molnar will sell $250 million in shares as an add-on to the raising.

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Broker News

APT – UBS rates the stock as Sell

July 6, 2020July 6, 2020 - by Broker News

The company continues to benefit from a shift to online because of the pandemic restrictions while government stimulus is also helping boost consumption.

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Broker News

APT – Morgans rates the stock as Downgrade to Hold from Add

June 1, 2020 - by Broker News

The stock is trading at its highest multiples compared with historical averages. Morgans upgrades earnings forecasts for the next two years because of improved revenue and bad debt assumptions, based on recent trends.

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Broker News

APT – UBS rates the stock as Sell

May 25, 2020 - by Broker News

Afterpay has indicated there are now more than 5m active customers in the US. No update on other markets was provided.

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Shares

The BNPL Sector Faces Its Sternest Test

March 27, 2020March 27, 2020 - by Tim Boreham

The New Criterion’s Tim Boreham assesses what the virus and lockdown mean for Afterpay and other listed buy now, pay later companies.

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Shares

Virus Havoc: Myer Slumps, Nine & Bluescope Drop Guidance, Afterpay Under Siege

March 20, 2020March 19, 2020 - by Glenn Dyer

Shares in troubled department store Myer plunged by more the 44% yesterday for no apparent reason.

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Shares

Banks Underperform As Afterpay Soars In 2019

January 7, 2020January 8, 2020 - by Glenn Dyer

If you exclude the likes of Afterpay Touch, then the financial sector did not help the wider market in 2019.

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Broker News

APT – UBS rates the stock as Sell

December 6, 2019 - by Broker News

Pursuant to yesterday note, in which the broker reiterated its Sell rating for Afterpay Touch based on a perceived high credit risk for the BNPL sector, and higher still for Afterpay individually, the broker has increased its sales forecasts following yesterday’s update from management.

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Broker News

APT – Morgans rates the stock as Add

November 26, 2019 - by Broker News

While a young Afterpay Touch failed to comply fully with compliance legislation, those issues have been addressed and the independent auditor has found the company’s monitoring “effective, efficient and intelligent”.

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Broker News

APT – Citi rates the stock as Upgrade to Buy from Neutral

November 11, 2019 - by Broker News

Citi analysts have dug deeper into web site traffic and app downloads for the Buy Now, Pay Later sector in general. Their conclusion is that Afterpay Touch had a solid October in the USA.

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Broker News

APT – Morgan Stanley rates the stock as Overweight

October 22, 2019October 22, 2019 - by Broker News

Morgan Stanley considers the stock oversold amid concerns around the payments review announced by the Reserve Bank of Australia. The RBA will recommence a review of card payment regulations in early 2020.

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Markets

High Flying Tech Stocks Set Face More Scrutiny

October 21, 2019October 21, 2019 - by Glenn Dyer

The big test of Australia’s still frothy listed tech sector intensifies from today as investor luvvies like Afterpay Touch, Zip, and WiseTech Global come under renewed pressure from suddenly sceptical traders.

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Broker News

APT – Citi rates the stock as Initiation of coverage with Neutral

September 23, 2019 - by Broker News

Citi has initiated coverage of Afterpay Touch with a Neutral rating and $33.70 price target. The analysts hold the view the market might be underestimating the growth levers embedded inside this business model.

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Shares

Afterpay Reshapes Corporate Image

July 3, 2019July 2, 2019 - by Glenn Dyer

Afterpay Touch shares jumped yesterday after a board and management shake-up which is aimed at presenting new faces to investors and regulators.

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Shares

A Reality Check For The Buy Now Pay Later Sector, Or The Beginning Of The Beginning?

June 26, 2019June 26, 2019 - by Tim Boreham

The Australian Stock Exchange’s status as the global home of listed buy now pay later stocks is under scrutiny and yet the bandwagon keeps rollin’ on.

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Broker News

APT – Morgans rates the stock as Add

June 18, 2019 - by Broker News

Afterpay Touch is required to appoint an AUSTRAC-approved external auditor to look into its compliance with the anti-money laundering regulations. The company must provide AUSTRAC with a copy of the final audit report within 120 days of the external auditor being engaged.

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Shares

Afterpay Correction Continues

June 18, 2019June 18, 2019 - by Glenn Dyer

Afterpay Touch shares fell another 6% yesterday as investor disquiet saw another round of selling with more than 4.5 million shares traded.

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Shares

Austrac Spooks Afterpay Over Anti-Money Laundering Laws

June 14, 2019June 13, 2019 - by Glenn Dyer

A day after consumer credit group, Afterpay Touch raised more than $300 million and the three founders sold shares worth more than $100 million to two US investment companies, the shares plunged 12% after the financial intelligence regulator, AUSTRAC revealed it believes the company had been involved in money laundering.

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Shares

Afterpay Founders Sell Down Into New Capital Raising

June 12, 2019June 11, 2019 - by Glenn Dyer

And its fund raisings all-around at buy now pay later service Afterpay Touch – the three founders are pocketing at least $100 million from selling some of their shares to two new US investors while the company itself is asking investors for $300 million to fund its expansion into the United States.

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Broker News

APT – Morgans rates the stock as Add

June 7, 2019June 7, 2019 - by Broker News

The company has provided key metrics in its Australasian business, along with an update on its expansion in the US and UK. The main positive, for Morgans, was US business, which was substantially higher in terms of sales, merchants, and customers in the second half.

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Shares

Time To Bank On The Small Fry?

February 13, 2019 - by Tim Boreham

Not everything’s going right for the smaller banks, but the findings of the Hayne Royal Commission present a perfect opportunity to woo discontented Big Four customers. Should investors follow?

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Do Two A+ Deals Foreshadow THE DEAL?

Licensing deals are the life blood of small pharmaceutical companies, representing their exit from the development of a molecule, often in a staged manner, and a coalescing of the value they have added to a compound. Kazia Therapeutics has done two licensing deals in the space of a month, something unique for an Australian company. In this report, we look at those deals, assess their quality and look at other takeaways they provide.

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Fit for tough times; prepared for coal’s upswing

Terracom has counter-cyclically placed itself in a position to improve efficiency and margins plus pursue organic mine growth. Cashflows will further swell once currently depressed coal prices rebound. These assets appear undervalued compared to our Base Case $0.27/share NPV valuation of TER. TER has upside on management’s record of delivering new projects from currently controlled development assets and/or by opportunistically securing acquisitions.

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And a Door Opens Wide

Antisense Therapeutics’ lead drug sits at the nexus of two areas of drug development that are starting to grow dramatically in importance. One relates to its mode of action and the other to the type of drug it is. Combine that with management who know the drug very well and strong results in a trial in a horrible disease afflicting children, and you have the basis for true value creation.

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The EV Megatrend – Responsibly sourced lithium the “new oil”

Lake Resources (LKE.AX) aims to become a major global producer of high quality battery grade lithium carbonate. It holds 100% equity in four significant Argentinian brine assets situated in the Lithium Triangle. LKE is using disruptive lithium extraction technology to produce lithium for sales into the US, Europe and Asia. With its clean tech partner Lilac Solutions, LKE is moving fast to bring a low carbon, low water, low waste, no acid products, light footprint, low-cost and high value project to market.

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