Tyro多头认为附加费禁令风险可控 竞争优势凸显

华尔街洞察
16 Jul

澳股支付服务商Tyro的多头阵营认为,相比同业竞争者,该公司在应对潜在支付附加费禁令方面更具优势。瑞银分析师指出,这家澳洲上市公司认为,若监管机构对附加费实施上限或禁令,商户为降低直接成本可能加剧市场竞争。分析师在客户报告中强调,这反而将成为Tyro拓展客群的战略机遇。

尽管澳大利亚储备银行的支付系统审查对Tyro的具体影响尚存不确定性,但瑞银判断其整体风险水平明显低于同业对手。当前Tyro股价飙升5.0%至0.94澳元,瑞银维持"买入"评级及1.35澳元目标价位。分析师特别强调,监管政策变动可能倒逼支付行业优化商业模式,而Tyro凭借其业务弹性,有望在行业洗牌中抢占先机。

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