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C  // Posts tagged as "C"

More Upside for PayPal in Financing, Venmo than In-store, Crypto (PYPL)

Research Question: What are PayPal’s biggest medium-term opportunities and toughest challenges outside its core payments platform? Companies: AAPL, ADYEY, AFRM, AFTPF, AMZN, BABA, C, FIS, GOOG/GOOGL, JPM, MA, MSFT, PYPL, SHOP, SQ, TCEHY, V By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Point-of-sale financing and Venmo are the most lucrative […]

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PayPal and Square Getting Boosts From COVID-19 Payment Trends (PYPL, SQ)

Research Question: Will the COVID-19 pandemic cause lasting changes in the payments industry? If so, how will that affect PayPal and Square? Companies: AAPL, ADYEY, AFTPF, AMZN, AXP, BCS, C, DFS, FISV, GOOG/GOOGL, JPM, KRX:005930, LYG, MA, PNYTF, PYPL, SHOP, SQ, TCEHY, V By: Seth Agulnick Click here to download report (.pdf)   Summary of […]

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AAA CLOs Not a Threat to Financial System; Lower-Tranche CLOs Are at Risk

Research Question: How much of a threat does the leveraged loan and collateralized loan obligation market represent for the financial system? Companies: BK, BX, C, CG, ECC, JPM, WFC By: David Franklin Click here to download report (.pdf)   Summary of Findings The collateralized loan obligation (CLO) industry is a “tale of two markets.” In […]

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Coupa Pay Will Struggle to Gain Traction with Enterprises (COUP)

Research Question: Can Coupa entice enterprises with established payment systems to switch to Coupa Pay? Companies: AXP, BCS, C, COUP, DFS, HEL:BAS1V, JPM, LON:SGE, ORCL, ROP, SAP, WDAY By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Coupa Software Inc.’s (COUP) new payment module has too many obstacles to garner broad […]

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Take It to the Bank: PayPal Continues to Shine (PYPL)

Research Question: Now that PayPal has crossed the $100 billion mark in quarterly payment volume, can it continue to outpace expectations? Or are there threats on the horizon? Companies: AAPL, AMZN, AXP, BABA, BAC, C, COF, DFS, FDC, GOOG/GOOGL, GPN, HKG:0700, JPM, KRX:005930/005935, MA, PAY, PYPL, SQ, TSE:SHOP, TSS, V, VNTV, WFC By: Seth Agulnick […]

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Lending Club in a Tight Spot Despite Demand for Online Loans (LC)

Research Question: Is the appetite for consumer credit loans from borrowers and banks robust enough to return Lending Club to growth in 2017? Companies: AMZN, C, DFS, FIG, FITB, GS, JEF, JPM, LC, STI By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Lending Club Corp. (LC) faces powerful competitive and […]

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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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Small Business Loans and Hiring Up QQ, Tempered by Election

Research Question: Have lending availability and hiring improved for small businesses in the fourth quarter to date? By: Susan Jennings Kantari Companies: BAC, C, COF, JPM, MAN, WFC Click here to download the report (.pdf)   Summary of Findings Small business lending has continued to improve into the fourth quarter, and small businesses’ hiring levels have been stable to […]

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May 10 2012 Banking, Financial

Consumer Lending Explodes in Q1; Commercial Lending Sees Positive Signs

Research Question: Have lenders turned the corner on their conservative lending approach, and do businesses and consumers have access to more credit? By:  Susan Jennings Kantari Companies: BAC, C, JPM, WFC Click here to download the report (.pdf)   Summary of Findings Credit availability for credit cards, auto loans and mortgage refinancing has increased as much […]

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PayPal a Mobile Payment Leader But Competition Is Fierce (PYPL)

Research Question: Can PayPal navigate increased competition from near field communication and mobile payment solutions in order to remain an alternative payment leader? By: David Franklin Companies: AAPL, AMZN, ATT, AXP, BIT:NOK1V/NOK, C, DTE, EBAY, GOOG, MA, PAY, SEO:005930, TSE:RIM/RIMM, V, VZ Click here to download the report (.pdf)   Summary of Findings eBay Inc.’s (EBAY) PayPal will […]

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