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Where fintechs need to improve most

One of the major drivers of fintechs' success over the past decade has been their ability to provide their clients with innovative and quality products, but customers still feel that there is room for improvement in some areas. Our survey of 900 cons...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 22 June 2022
Where fintechs need to improve most
Where fintechs need to improve most

The regulations that are holding back emerging market fintechs

Regulation is one of the biggest constraints on fintech growth, together with funding/capital shortages and competition. Fintechs citing data protection regulations as a hurdle to their growth include Yeahka (Payments, China), Spenny (Investech, Indi...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 21 June 2022
The regulations that are holding back emerging market fintechs
The regulations that are holding back emerging market fintechs

The main growth constraints facing emerging market fintechs

The key limiting factors vary by country. Philippines: Competition among fintechs, traditional financial institutions, and the informal sector is the main challenge for Philippines fintechs, along with market size and regulations. Nigeria: Access to ...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 15 June 2022
The main growth constraints facing emerging market fintechs
The main growth constraints facing emerging market fintechs

GoTo: Heading for a severe cash crunch

We cut our target price for Indonesian tech company GoTo by 9%, due to increased risk of cash burn. Our new target price of IDR202 implies 50% downside, hence we reiterate our Sell recommendation. ( see our initiation report here). GoTo is planning t...
Tellimer Research Nirgunan
Nirgunan Tiruchelvam @ Tellimer Research 9 June 2022
GoTo: Heading for a severe cash crunch
GoTo: Heading for a severe cash crunch
Flash Report / Global

Golden Agri: Perfectly positioned in palm oil bull market

We hosted Golden Agri-Resources for meetings with a prominent client recently. The stock is up 16% ytd and the average daily volume has doubled since January. This would enable it to take maximum opportunity of record high palm oil prices. Crop yield...
Tellimer Research Nirgunan
Nirgunan Tiruchelvam @ Tellimer Research 8 June 2022
Golden Agri: Perfectly positioned in palm oil bull market
Golden Agri: Perfectly positioned in palm oil bull market

Food prices off the boil for now, down 0.6% mom in May, still up 73% from trough

The latest UN FAO World Food Price index (published on 3 June) declined slightly again from the March all-time high: down 0.6% in May, but up 23% yoy, and up 73% from the May 2020 trough. This is the second consecutive month of slight moderation. Veg...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 3 June 2022
Food prices off the boil for now, down 0.6% mom in May, still up 73% from trough
Food prices off the boil for now, down 0.6% mom in May, still up 73% from trough