Morningstar最新分析指出,澳大利亚储备银行(RBA)提议取消信用卡和借记卡附加费的计划,对Tyro Payments(TYR.AX)影响中性。该机构强调,仅约30%的Tyro商家目前收取附加费,因此任何潜在盈利冲击均可控。尽管商家流失构成风险,但Tyro凭借先进的产品套件和多元化费用结构,有望吸引或保留客户,从而抵消竞争对手压力。展望未来五年,Morningstar预测公司毛利率将维持在46%的平均水平。市场对此反应积极,Tyro股价应声跃升5.8%,报收于0.9475澳元;年内累计涨幅已达16%。
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