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Discussão sobre ADYEN
Postos
651Semana·
Quarterly figures 09.02-13.02.26
1313
1 Comentar
S.A.U.@SAUgut777
1Semana
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1Semana·
From Portfolio Cleanup to Adyen – My Bullish Take on Payments
Hello everyone,
Hope you’re all doing well!
After doing some research and reviewing my portfolio, I’ve decided to close a few small positions and open a new position in $ADYEN (+0,67%)
For those who might not be familiar, Adyen is a Dutch payment technology company that provides a unified platform for businesses to accept payments online, in-app, and in physical stores. The technology handles everything from payment processing and risk management to acquiring and reporting, all through one integrated system — which makes it attractive for both large global brands and fast-growing platforms.
What really appealed to me is the calibre of companies that rely on Adyen’s platform. Some prominent global customers include $UBER (+1,23%) , $SPOT (+1,58%) , $MSFT (-0,43%) , $EBAY (+3,51%) and $HM B (-0,74%) — all using $ADYEN (+0,67%) to streamline their payments infrastructure across markets.
Over the past few years, the stock price has been quite the rollercoaster, with significant volatility reflecting broader market trends as well as shifts in the payments landscape. That said, I believe the long-term growth opportunities remain strong. As digital payments continue to expand globally and more merchants look to unified payment solutions, Adyen appears well-positioned to benefit from this trend.
Given the company’s fundamentals and growth potential, I think there’s a nice run ahead toward €1,700, and I’d really like to be along for that journey.
Curious to hear your thoughts — what do you think about Adyen as an investment? Do you believe the company is well positioned for future growth, or are there other players in the market that you think might outperform it?
Looking forward to your insights!
Cheers! 🚀
66
2 Comentários
1Semana
I think this is a sensible entry: the stock has been pulled down while the fundamentals remain intact. PayPal's poor performance was seen as a negative catalyst while it could also prove positive to Adyen. The main issue is its high valuation, so if they miss on any metric they'll plunge downwards. I'll remain invested
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1Mês·
dLocal and stablecoins - opportunity or risk?
After my post about $DLO the topic arose that stablecoins would destroy dLocal's business.
Here are my thoughts on this:
Why stablecoins are relevant for DLocal
DLocal has established itself as the leading platform for cross-border payments in emerging markets. As stablecoins (cryptocurrencies pegged to fiat currencies such as the US dollar) are increasingly used for remittances and settlements, the question arises: Are they a threat or an opportunity for DLocal?
DLocal's current business model
DLocal acts as a specialized intermediary between global giants (Amazon, Google, Uber) and consumers in complex markets (Latin America, Africa, Asia).
- Core services:
- Pay-in (acceptance): Merchants can accept local payment methods (cards, wallets, barcode payments).
- Pay-Out (payout): Payouts to freelancers or suppliers on site.
- The "all-round carefree package": DLocal handles currency conversions (FX), compliance (anti-money laundering checks), regulatory hurdles and technical integration via a single interface.
- Competitive advantage: They solve problems in regions with fragmented banking systems, which sets them apart from competitors such as Stripe or Adyen $ADYEN (+0,67%) sets them apart.
What are stablecoins and why are they booming?
Stablecoins offer a stable alternative to volatile cryptocurrencies.
- Advantages in emerging markets: They serve as a store of value in times of high inflation and enable almost instant, low-cost transactions around the clock, regardless of bank opening hours.
Opportunities through stablecoins
Stablecoins could help DLocal to become even more efficient:
- Faster settlement: Instead of using slow banking channels (SWIFT), DLocal can use stablecoins for internal cash flows, which improves liquidity.
- New products: Payouts directly to crypto wallets
- Market expansion: Access to customers who do not have bank accounts but use digital dollar assets.
- Transparency: Blockchain technology can strengthen processes through traceable data.
Risks and threats
- Elimination of the intermediary: If merchants pay their employees directly in stablecoins, they no longer need DLocal as a bridge.
- Margin pressure: Cheaper crypto alternatives could force DLocal to lower fees.
- Regulation: Crypto-native firms could operate more cheaply in regulatory gray areas than the tightly regulated DLocal.
DLocal's lead and strategy
- Pilot projects: DLocal is already using stablecoins for settlements with partners to cover weekends and national holiday.
- CEO vision: CEO Pedro Arnt sees stablecoins as an "institutional tool". DLocal is positioning itself as an important on- and off-ramp partner (exchange of crypto into local currency and vice versa).
- Strategic acquisition: The planned acquisition of AZA Finance strengthens this position. AZA has been using digital currencies for payment transactions in Africa and Asia for a decade.
Stablecoins may not revolutionize global payments overnight, but their long-term potential is hard to ignore, especially in regions where traditional infrastructure remains slow, costly or unreliable.
dLocal's approach reflects both strategic foresight and operational discipline, integrating stablecoins where they offer real value while continuing to build trust with merchants, regulators and financial institutions.
For now, stablecoins serve more as enablers than threats. However, should broader adoption take hold, driven by regulatory clarity and merchant demand, dLocal is well positioned to capitalize on this. The company is supported by a leadership team that understands both the promise and the pace of change.
The path may be gradual, but the direction is clear. While I don't see stablecoins as a near-term threat, they remain a relevant factor to keep in mind when evaluating dLocal's competitive advantage.
2121
2Mês·
Detailed analysis: Stablecoin shares
Disruption potential in payment transactions
Strong growth
Practical examples
USDT
USDC
Adyen $ADYEN (+0,67%)
Amazon $AMZN (+2,21%)
Block $SQ (+0,59%)
Coinbase $COIN (+1,85%)
Fiserv $FI (-0,57%)
JPMorgan $JPM (+0,26%)
MaterCard
PayPal $PYPL (+0,31%)
Robinhoods Markets $HOOD (+0,84%)
Standard Chartered $SCBFY
Visa $V (+0,56%)
Walmart $WMT (-2,96%)
www.ideas-magazin.de
3Mês·
Quarterly figures 27.10-31.10.25
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5Mês·
Insider buying and a good recovery approx. +24% since the beginning of August
$ZAL (-1,31%) Another one of my trades, but here I got in too early😥, thought around €26 would be a good time and built up my position in June - well, it wasn't the best time, but at least with the recovery since the beginning of August my position is now green again 😁
Driven by large share purchases (just under €10m) by the main shareholder, there seems to be more confidence in Zalando again. The next hurdle would be the VWAP around €30, then the path to €33.7 and €37.6 would be clear again
link https://de.tradingview.com/news/dpa_afx:54b5a90b8bbff:0/
What else is there - my $STZ (+1,37%) was and is a fail - currently bobbing at -23% around 🥶
$UBER (+1,23%) just in the plus and $ADYEN (+0,67%) just in the red - but I'm already looking forward to the big vola for the figures🙄 Swing trades always need something Geduld🤷♂️
99
2 Comentários
With Zalando, I took almost 100% with the inliner and still have a few shares with an EK of €23.20 in my portfolio. Where do you see the exit point for you? (37€? As you wrote in the post) ✌️ Thanks
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6Mês·
Aug 15 / Alaska Summit, Warren Buffett and FinTech
Trump Meets Putin in Alaska – A Meaningless PR Stunt?
Finally, after weeks of speculation, President Trump has arrived in Alaska to supposedly discuss how to end the war in Ukraine. This is the first face-to-face meeting in several years for the two presidents.
Trump warned of “very severe consequences” if a ceasefire can’t be reached – whatever that’s supposed to mean. Hopefully, it has nothing to do with the ballistic submarines stationed near Russia after Trump and a Russian official engaged in a verbal sparring match on social media. Let’s see where this goes.
UnitedHealth – The Stock Has Found Its Savior
Berkshire Hathaway sold shares in Apple and added to a new, very attractively valued position: UnitedHealth Group. Warren Buffett is known to buy when others are fearful, and speculation surrounded his latest pick until it was finally announced yesterday.
I can gladly say that I’m apparently not the only one who sees great potential in the unloved giant. The company has faced major headwinds – including the vicious and brutal killing of its CEO, higher medical costs, and controversies over its business practices. However, let’s not forget: UnitedHealth is the 9th-largest employer in the U.S. and the largest health insurer worldwide. 1 in 6 Americans is covered by UnitedHealth.
Warren Buffett finally gave the stock the spark it so badly deserved. UnitedHealth is a great company that – and quote me on this – will climb back to all-time highs. The insurer has a massive moat, strong fundamentals, and generates cash like King Midas. This is one of the positions in my portfolio I’m least worried about. I’ll let it sit there and take profits in two years.
Dlocal vs. Adyen – I Suppose I Chose Correctly
Investor’s reaction to the earnings of these two fintech companies couldn’t have been more different. One stock fell 20% after the report, while the other jumped more than 40%. Dlocal and Adyen both operate as international payment processors – Dlocal primarily in South America and other emerging markets, and Adyen across global markets.
Dlocal raised its guidance, beat expectations, and impressed with excellent execution, while Adyen struck a cautious tone and predicted a soft outlook. I find both companies highly interesting, but I decided to invest in Dlocal a few weeks ago due to its superior expansion potential, more attractive valuation, and strong leadership.
I feel proven right after the recent reports, though I wouldn’t be opposed to opening a position in Adyen if the stock drops further.
$UNH (-1,05%)
$BRK.A (-0,43%)
$BRK.B (-0,57%)
$AAPL (+1,09%)
$DLO
$ADYEN (+0,67%)
$ADYEN (+0,67%)
$BRNT (-0,48%)
$CRUD (-1,04%)
55
1 Comentar
I’m in favor of Adyen because of its strong global presence and coverage. If you’re looking for a truly global payment processor, Adyen is the clear choice.
Additionally, after last week’s dip, Adyen has already rebounded by approximately 20% 😁
Additionally, after last week’s dip, Adyen has already rebounded by approximately 20% 😁
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6Mês·
40k free cash. Where to put it?
I would be interested in your opinion: I still have 40k cash on hand.
I wanted to use the money for the Black Swan event but the dip doesn't come, the market runs away and FOMO kicks in. À la April lows at the tariff announcement of USA against the whole world.
My current PORTFOLIO ALLOCATION can be viewed in my profile, it is public.
Actually
I'm in a pretty solid position (my opinion) and would be happy to give you my opinion.
Would you stick to the plan or DCA into interesting stocks?
On my watchlist: $UNH (-1,05%) ; $TTD (+0,4%) ; $ADYEN (+0,67%) ; $TEAM (-3,6%) ; $UPST (-4,21%) & $MNDY (+0,31%)
What do you have on your watchlist and what would you advise me to do? Stick to the plan and wait for the big dip or go in in tranches?
55
22 Comentários
I agree with you that the market is running a bit hot right now. So how about $HolidayWithFamily ?
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1515
•6Mês·
Adyen is sent on a downward spiral after earnings!!!
$ADYEN (+0,67%) is for large movements after the #quartalszahlen at the #börse known.
It happened again today. A price reaction of -20% after the #earnings and no end in sight.
Let me just remind you that the share had an initial price reaction of -40% after the figures in summer 2023. Over the next few weeks and months, the #aktie fell by a further -30% after this plunge.
Buy the dip did not prove successful here at the time and the #dip buyers had to wait 3 months for the breakeven point. Going blindly into a falling knife is not always the "nobrainer" strategy. So watch out!
The figures:
- Sales revenue1.09 billion € (+20 % compared to the previous year, +21 % adjusted for exchange rate effects), slightly below the expected € 1.11 billion.
- EBITDA543.7 million (+28 % compared to the previous year) with a margin of 50 %, slightly above expectations (49.6 %).
- Transaction volume processed649 billion € (+5 % compared to the previous year). Excluding one major client with a very high volume, growth was a solid +23 %but remainedbelow the market expectation of € 662.19 billion.
- Forecast reduction: Adyen lowered its outlook for sales growth sales growth outlook for the second half of 2025 to +20-21 % (adjusted for exchange rate effects), previously +24 %
had been forecast had been forecast.
The reasons given were US tariffs and exchange rate fluctuations. This forecast reduction was not well received by the market.
PS: An entry around €1,000 would be particularly interesting, not only as a psychologically important level, but also as a potential trigger for a stop hunt.
WHAT DO YOU THINK, WILL YOU GET IN OR STAY ON THE SIDELINES?
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