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Latest articles in Fintech

How fintechs are solving Pakistan's credit access problem

Formal credit penetration in Pakistan lags significantly behind emerging markets; only c3% of adults borrow from a financial institution or use a credit card, a much lower figure than a median 20% across selected emerging markets. Many of these indiv...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 17 September 2021
How fintechs are solving Pakistan's credit access problem
How fintechs are solving Pakistan's credit access problem
Flash Report / China

China takes another swipe at Ant Group: Credit and data assets split out

Ant Group's Alipay started off as a payments platform, but has diversified extensively into other financial services. The triple whammy of the CreditTech division's lower profitability, the Group's slower long-term growth potential (due to its higher...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 13 September 2021
China takes another swipe at Ant Group: Credit and data assets split out
China takes another swipe at Ant Group: Credit and data assets split out

Jumia shines brightest in the battle of the aspiring super apps

The emerging market e-commerce companies known as the Baby Amazons are one of the success stories of the pandemic era. We have a Buy recommendation on Jumia with a target price of US$42. Comparing these three companies in terms of EV/Sales and EV/GMV...
Tellimer Research Nirgunan
Nirgunan Tiruchelvam @ Tellimer Research 13 September 2021
Jumia shines brightest in the battle of the aspiring super apps
Jumia shines brightest in the battle of the aspiring super apps

Top success factors for Egypt fintechs and the challenges ahead

Egyptian fintech MNT-Halan recently secured US$120mn of investment. Innovation is a key pillar for fintech success. As highlighted previously, the fintech landscape in Egypt is heavily skewed towards payments. MerQ, an AI-based virtual assistant/chat...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 10 September 2021
Top success factors for Egypt fintechs and the challenges ahead
Top success factors for Egypt fintechs and the challenges ahead

Fintech funding is growing strongly in 2021: Key emerging markets trends

In this report, we discuss recent fintech funding trends (at both the global and emerging markets levels), with a spotlight on the leading emerging markets transactions. Note that these numbers are based on funding deals data by Crunchbase in 20 sele...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 7 September 2021
Fintech funding is growing strongly in 2021: Key emerging markets trends
Fintech funding is growing strongly in 2021: Key emerging markets trends

Another chance to go long Lufax – a close look at Q2 2021 results

The overall favorable financials and rather a low valuation of Chinese fintech present a new investment opportunity. On August 10, Lufax posted its financial results for the second quarter of 2021. Here, we dissect the released data, while constructi...
EqualOcean Skye
Skye Lan @ EqualOcean 6 September 2021