Global

Digital payments: Scale is driving sector-beating operating margin expansion

  • Digital payments leads the fintech scene in Egypt, Indonesia and Vietnam. The sector in China is already consolidating

  • Operating margins have widened more than for other fintech sectors, particularly in Egypt, China and Mexico

  • Payments fintechs should gain market share in card payments. But profitability lags other fintech sectors

Contributors
July 25th, 2022
Subscribe to read this report

You can read this report by subscribing to a Starter or Pro plan today.

Already have an account? Log in

Disclosures

This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").

The Analyst certifies that the views and forecasts expressed in this report accurately reflect their personal views about the subject, securities, or issuers specified herein. In addition, the Analyst certifies that no part of their compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed in this report.

Research ratings explanation and full Tellimer disclaimers