This Analyst Downgrades Upstart But Says SoFi Tech Could Become 'American Express' Of Fintech
This Analyst Downgrades Upstart But Says SoFi Tech Could Become 'American Express' Of Fintech
這後期分析師負級過時但說SoFi科技可能成爲美國運通的金融科技
JP Morgan analyst Reginald L. Smith noted that 2024 was a tale of two halves for fintech stocks. After a lagging start to the year, the aggregate market cap of the analyst's fintech coverage universe has increased more than $65 billion since mid-September, fueled by cheerful calendar third-quarter 2024 results and management commentary, two rate cuts, and the U.S. Presidential Election.
JP摩根的分析師Reginald L. Smith指出，2024年對金融科技股票來說是一個上下兩半的故事。在年初表現遲滯後，自9月中以來，分析師所覆蓋的金融科技行業的總市值增加了超650億美元，這得益於樂觀的2024年第三季度業績和管理層講話、兩次減息以及美國總統選舉。
In fiscal 2025, lower benchmark rates and an improved third-party funding environment should spur increased loan origination volume and healthier gain-on-sale (GOS) margins for fintech lenders.
在2025財年，較低的基準利率和改善的第三方融資環境預計將刺激貸款發放量的增加以及金融科技貸款機構更健康的銷售增益(GOS)利潤率。
However, Smith remains cautious about fintech lenders at current levels...
然而，Smith對當...
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