Latest ideas and analyses related to Super App

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SE , GRAB

+39 pts



$SE $GRAB Sea And Grab - The Battle To Be The Superapp

By Btam on Aug. 2, 2022, 5 a.m.
Tagged topics: Super App

Views: 22, Votes: 4, Responses: 0, Attachments: 1
PYPL

+40 pts



$PYPL - Deutsche believes growth rates and engagement will accelerate with the new Super App

By phenphen on Oct. 15, 2021, 2:04 p.m.
Tagged topics: cryptocurrency , Super App , fintech , Deutsche Bank , QR code , BNPL

Views: 274, Votes: 5, Responses: 0, Attachments: 2
PYPL

+32 pts



$PYPL - RBC says new app is part of management's 5-year vision to 'bend user engagement' into double digit growth

By phenphen on Sept. 21, 2021, 10:50 a.m.
Tagged topics: Super App , fintech , RBC

Views: 212, Votes: 1, Responses: 0, Attachments: 2
PYPL

+33 pts



$PYPL - Morgan Stanley see 'modest upside' in Q2, remains bullish on secular tailwinds and 'Super App' aspirations

By phenphen on July 28, 2021, 12:02 p.m.
Tagged topics: earnings preview , Super App , fintech , Cash App , Morgan Stanley , Venmo , BNPL

Views: 167, Votes: 2, Responses: 0, Attachments: 2
BABA

+39 pts



$BABA - JP Morgan says if Alibaba and Tencent opened their service offering to each other, Alibaba would be the 'net winner'

By puckerman17 on July 15, 2021, 2:18 p.m.
Tagged topics: China , regulatory environment , eCommerce , Super App , JP Morgan , anti-monopoly investigation

Views: 293, Votes: 6, Responses: 0, Attachments: 2
PYPL

+10 pts



Paypal is a strong buy on dips and an add here. Paypal can drive sign rev growth through BNPL market worldwide as this is a...

By yrc7777 on May 23, 2021, 8:50 a.m.
Tagged topics: earnings results , analyst raises estimates , cryptocurrency , analyst raises target , beat and raise , Super App , tough comps , fintech , Raymond James , COVID tailwinds

Views: 1, Votes: 1, Responses: 0, Attachments: 0
BABA

+37 pts



$BABA - RayJay lowers target to $330 following $2.8bn fine by State Administration for Market Regulation of China, but says buy the dip

By puckerman17 on April 12, 2021, 12:49 p.m.
Tagged topics: China , regulatory environment , eCommerce , Super App , Raymond James , buy the dip , anti-monopoly investigation

Views: 194, Votes: 3, Responses: 0, Attachments: 6
PYPL , SQ

+35 pts



$PYPL, $SQ - Piper Sandler believes PayPal and Square are best positioned to become potential financial Super Apps in the US

By phenphen on April 9, 2021, 12:27 a.m.
Tagged topics: cryptocurrency , Super App , fintech , Piper Sandler , buy now pay later , BNPL , strong growth outlook

Views: 189, Votes: 2, Responses: 0, Attachments: 15
UBER

+35 pts



Nice

By beat_the_street on March 12, 2021, 12:19 a.m.
Tagged topics: acquisition , Super App , Deutsche Bank , Drizly , alcohol delivery , WeChat

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

+40 pts



Thanks

By uniqueerique on Feb. 14, 2021, 4:33 a.m.
Tagged topics: post-COVID , Super App , fintech , Goldman Sachs , 5 year outlook

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

+41 pts



useful

By KHUN on Feb. 13, 2021, 8:39 a.m.
Tagged topics: post-COVID , Super App , fintech , Goldman Sachs , 5 year outlook

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

+80 pts



$PYPL - Goldman believes PayPal's ambitious 5-year outlook will 'prove to be the floor rather than the ceiling' as company increases user engagement and scales to become a 'Super App'

By phenphen on Feb. 12, 2021, 10:39 a.m.
Tagged topics: post-COVID , Super App , fintech , Goldman Sachs , 5 year outlook

Views: 182, Votes: 2, Responses: 2, Attachments: 5
UBER

+74 pts



$UBER - Deutsche says Drizly acquisition is another steps towards Uber growing into a WeChat-style super app (detailed report on Drizly)

By realjoe on Feb. 3, 2021, 5:20 p.m.
Tagged topics: acquisition , Super App , Deutsche Bank , Drizly , alcohol delivery , WeChat

Views: 188, Votes: 3, Responses: 1, Attachments: 12
PYPL

+37 pts



$PYPL - Piper Sandler says PayPal may be on the path to become a Super App, like WeChat

By phenphen on Dec. 10, 2020, 11:02 a.m.
Tagged topics: management commentary , digital wallets , Super App

Views: 184, Votes: 2, Responses: 0, Attachments: 2