Overnight profit with them earnings report, bought around 1,138 yesterday
AdyenNL0012969182ADYENADYEN
Adyen
NL0012969182
ADYEN
ADYEN
1Mes·
$ADYEN (+0,48%) 🇳🇱 Adyen H1 results
Revenue 913M€
H1 23 739M€ +23.5% 🟢
Est. 913M€ reached 🟠
EBITDA 423M€
H1 23 320M€ +32% 🟢
Est. 414M€ beat 🟢
great Q for ADYEN the stock is up 12% today!
55
1Mes·
A small bet on my part that went quite okay. Apart from that $ADYEN (+0,48%) delivered good figures and it is unbelievable how much income they are generating. Currently up 22%
55
14 CommentiThemenmitKopf@topicswithhead
1Mes
•
11
•Visualizza tutti 4 ulteriori risposte
3Mes·
Investment decision
Hi guys,
I hold in my portfolio $ADYEN (+0,48%) with an unrealized gain +75% and I was thinking about selling (right now is 3% of my total portfolio).
Reason to selll:
- I would like to decrase the number of holdings I have in my portfolio and reinvest the amount into Visa or Mastercard (I have an opened position on both these stocks right now).
- Adyen is a very good company, but does it have a moat? Competition is a high risk factor in this field (Braintree from Paypal, Amazon Pay, Shopify pay, Klarna and so on). It seems that every day a new online payment transaction company pops up.
- Can it keep this pace of growth with all this competitors? I am not so sure.
Reason to keep it:
- High ROIC
- Online payment transactions in the future are only going to increase
- Good revenue growth
- Very profitable
- International expansion in Asia and America is at the begininngs.
Should I keep it or sell it?
Identificatore
ISIN
NL0012969182
Ticker primario
ADYEN