theme coverage
ASX BNPL research
BNPL coverage collects research on whether payment volume growth, credit discipline, funding spreads, and merchant economics can support durable owner earnings.
1 edition linked in this hub.
Coverage
- 30 June 2026Zip's two-day rally prices a US turnaround before credit costs have finished their sayZip Co (ASX:ZIP) rallied again as payments risk came back into favour; the question is whether US cash profit can outrun credit costs.