Latest ideas and analyses related to price increase

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PYPL

+32 pts



$PYPL - Jefferies believes price changes already baked into FY21 guide, but estimates 3ppt tailwind to FY22 and FY23 revenue growth

By realjoe on June 30, 2021, 7:52 a.m.
Tagged topics: price increase , fintech , Jefferies , Venmo , BNPL

Views: 108, Votes: 2, Responses: 0, Attachments: 6
PYPL , SHOP

+32 pts



$PYPL - Morgan Stanley estimates pricing changes unlikely to impact near-term results, expect upside to fund further expansion of services

By realjoe on June 25, 2021, 11:25 a.m.
Tagged topics: price increase , digital wallets , fintech , Morgan Stanley

Views: 140, Votes: 1, Responses: 0, Attachments: 2
PYPL

+30 pts



$PYPL - JP Morgan believes the price increases reflect the rising value of PayPal's network

By realjoe on June 21, 2021, 11:51 a.m.
Tagged topics: price increase , network effect , fintech , JP Morgan

Views: 144, Votes: 1, Responses: 0, Attachments: 1
PYPL

+31 pts



$PYPL - Deutsche expects pricing changes will impact primarily US small businesses, sees similar changes for international SMBs next year

By realjoe on June 21, 2021, 11:47 a.m.
Tagged topics: price increase , eCommerce , fintech , Deutsche Bank , BNPL

Views: 107, Votes: 1, Responses: 0, Attachments: 5
AMZN

+30 pts



$AMZN - JP Morgan estimates the value of a Prime subscription increased to $1,000/year, and believes a Prime price increase is coming (deep dive)

By mooreideas on June 16, 2021, 10:51 a.m.
Tagged topics: valuations , price increase , Amazon Fresh , Prime members , deep dive , JP Morgan

Views: 121, Votes: 1, Responses: 0, Attachments: 26
US Macro

+32 pts



Goldman expects drivers of recent price spikes (demand, semi shortage, labor shortage) to diminish over the next few quarters, but not commodities

By phenphen on June 14, 2021, 1:13 p.m.
Tagged topics: price increase , post-COVID , pandemic spending , Goldman Sachs , semi shortage , inflation fears , labor shortage

Views: 120, Votes: 2, Responses: 0, Attachments: 8
ALLY , SC

+31 pts



$ALLY, $SC - auto lending market very strong despite higher auto prices and limited inventory; ALLY and SC biggest beneficiaries

By phenphen on June 2, 2021, 1:56 p.m.
Tagged topics: price increase , fintech , Piper Sandler , auto supply shortages , auto lending

Views: 105, Votes: 1, Responses: 0, Attachments: 16
AAP , GPC , ORLY

+30 pts



$AAP - Goldman does rare double-upgrade from Sell to Buy saying discount valuation have not caught up to improved fundamentals

By cassie on May 4, 2021, 6:16 p.m.
Tagged topics: buying opportunity , price increase , discount valuation , Goldman Sachs , DIY auto industry , reopening beneficiaries , auto parts retailers

Views: 99, Votes: 1, Responses: 0, Attachments: 14
MTCH

+30 pts



$MTCH - Jefferies sees muted Q1, but expect strong 2H rebound driven by Tinder Platinum, Hinge monetization, and reopening gaining momentum

By junkfoodlover on May 4, 2021, 10:58 a.m.
Tagged topics: price increase , post-COVID , earnings preview , Jefferies , reopening trade , reopening beneficiaries , Tinder Platinum , Hinge

Views: 87, Votes: 1, Responses: 0, Attachments: 6
TSLA

+36 pts



$TSLA - Deutsche says Model Y likely to become top selling premium SUV in China by mid-year

By cassie on April 26, 2021, 9:22 a.m.
Tagged topics: price increase , China , made in China , Model Y , recurring-revenue , ADAS , electric vehicles , Deutsche Bank , best selling

Views: 648, Votes: 3, Responses: 0, Attachments: 2