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Financial Services  // Browsing posts in Financial Services

Multi-Family Construction Lending Idea Proposal (HOMB, OZRK)

Multi-Family Construction Lending Idea Proposal (HOMB, OZRK)

Are Bank of the Ozarks and Home Bancshare taking on outsized risk in order to gain share in the NYC and south Florida multi-family and condo construction markets? Report Available: April 6, 2017   Blueshift’s initial research found OZRK and HOMB expanding through strategic acquisitions of other banks and new loans, especially in the multi-family […]

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Lending Club Idea Proposal (LC)

Lending Club Idea Proposal (LC)

Is the appetite for consumer credit loans from small and regional banks robust enough to return Lending Club to growth in 2017? Report Available: April 6, 2017   Blueshift’s initial research shows LC just coming out of remediation and recovery mode from an internal investigation that found irregularities and led to the resignation of the […]

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Auto Lending Idea Proposal

Auto Lending Idea Proposal

Are rising delinquencies of subprime auto loans signs of a bubble set to burst or is it the new normal? Report Available:March 22, 2017   Blueshift’s initial research shows subprime auto loan delinquencies continuing to increase. According to the S&P Global Rating data, 1 in 5 borrowers in the subprime category are 60 days behind […]

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Subprime Auto Loan Market Conditions Are Deteriorating

Research Question: Is the subprime auto loan industry in a bubble that will burst in the next 12 to 18 months? Companies: ALLY, COF, JPM, SC, WFC By: David Franklin Click here to download the report (.pdf)   Summary of Findings Subprime auto loan market conditions have deteriorated since Blueshift Research’s 4 report, in which only three […]

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Bats Global Has Major Hurdles to Catching NYSE and Nasdaq

Research Question: Will Bats Global Markets monetize its platform to successfully close the gap with Nasdaq and NYSE? Companies: AMTD, AXP, BAC, BATS, BCS, BLK, CME, CS, DB, GS, IAP, ICE, IVZ, JPM, KCG, MS, NDAQ, SCHW, STT, TRI, TYO:8604, VIRT By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Bats Global […]

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Bats Global Markets Idea Proposal

Bats Global Markets Idea Proposal

Will Bats Global Markets monetize its platform to successfully close the gap with Nasdaq and NYSE? Report Available: August 10, 2016   Blueshift’s initial research showed BATS with an opportunity to gain ground on its primary competitors, NDAQ and NYSE. It has substantial room to grow its market data offering, it can potentially increase revenue […]

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Jun 29 2016 Financial Services

EMV Compliance Delays Will Continue to Hurt HAWK’s Gift Card Sales

Research Question: Will the delay in retailers becoming EMV-compliant derail Blackhawk’s U.S. gift card business? Companies: AXP, C, DFS, EPA:ING, FDC, GPN, HAWK, JPM, MA, NCR, ORCL, PYPL, TSS, USB, V, VNTV By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings EMV compliance delays show no signs of being resolved this year […]

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Deck is Stacked Against FICO’s Decision Management Software

Research Question: Will FICO’s decision management platform transform the company into an analytics leader in the next 2 to 3 years? Companies: ADBE, EFX, EXPN, FICO, IBM, ORCL, PEGA, SAP By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Fair Isaac Corp.’s (FICO) Decision Management Suite 2.0 is a promising entry in […]

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Fair Isaac Corp. Idea Proposal

Fair Isaac Corp. Idea Proposal

Will FICO’s decision management platform transform the company into an analytics leader in the next 2 to 3 years? Report Available: June 2, 2016   Blueshift’s initial research shows FICO continuing its efforts to become a leader in advanced analytics and broaden its business beyond credit scores, with its Decision Management Suite a key part […]

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PayPal Use to Grow Among Consumers, Merchants Based on Recognition, Reliability

Research Question: Will PayPal’s latest moves increase use among merchants and shoppers, and how will it be affected by recent developments with Apple Pay and Amazon Payments? Companies: AAPL, AMZN, AXP, DFS, FB, FDC, GOOG/GOOGL, HPY, KRX:005935, MA, OSTK, PYPL, SQ, TWTR, TYO:4755, V, WFC By: Reverdy Johnson Click here to download the report (.pdf) […]

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