Livewire has acquired Market Index, the country’s leader in free stock market data.
Find out why.

Celeste: Happily ever Afterpay?

Nicolas Burgess

EL&C Baillieu

The Australian payments sector has attracted a lot of interest over the last few years on the back of Afterpay’s stellar share price performance and a number of new ASX listings and market entrants.

In this podcast, Paul Biddle, Portfolio Manager of the Celeste Australian Small Companies Fund, explains the key drivers behind the rise of the payments sector, identifies the key players and discusses the risks.

Paul also picks two key stocks within the sector:

  • Integrated Research (IRI) – transaction monitoring and performance management software to financial services and telecommunications companies; and
  • Hansen Technologies (HSN) – a billing systems provider to utility and telecommunications companies.

Tune in to hear Paul explain why these stocks should benefit from the rise in electonic payments, how they fit into the Celeste Funds Management investment process, and how they differ from other stocks in the sector such as Afterpay (APT) and Tyro Payments (TYR).





6 stocks mentioned

Nicolas Burgess
Research Analyst
EL&C Baillieu

Nicolas Burgess, CFA is a research analyst at EL&C Baillieu Limited, focusing on small and mid-caps including the technology, diversified financials and insurance sectors. He has been an analyst for over 18 years and been at EL&C Baillieu since 2012.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.