Head of Financials Equity Research @
Tellimer Research
23 October 2020

Published by
Tellimer Research

Rahul Shah
Head of Financials Equity Research

23 October 2020
Published by
Tellimer Research
Ant Group: Profiling the world’s most valuable fintech firm

Rahul Shah
Head of Financials Equity Research @
Tellimer Research

Rohit Kumar
Global Financials/Thematics
@
Tellimer Research
23 October 2020
- IPO gives access to a fast-growing, asset-light, technology-led business benefitting from significant network effects
- Dominant Alipay payments franchise helps Ant cross-sell additional financial products to its 1bn+ customer base
- Alibaba link generates strong customer insights. International expansion delivers an additional growth option
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