09 Nov 2020
StockTalk is a Stockhead video series featuring a roundtable of experts discussing a new investment topic each week. In this edition, host Dr Nigel Finch discusses the boom ASX BNPL sector.
Populating the expert panel this week is Martin Pretty, director at Equitable Investors and Dean Fergie, director & portfolio manager at Cyan Investment Management.
The group discusses a range of topics, including why merchants are drawn to the BNPL offering, how the BNPL companies are managing the debt risk, what impact smaller margins will have on the sector, if BNPL players will be able to expand their addressable market, the question of BNPL valuations and much more.