Fiserv's payment processing infrastructure is robust, with revenue growth around 10% and a P/E ratio of about 20x;
Webull Securities is an internet brokerage targeting Chinese retail investors, benefiting from account openings in a high-volatility market environment;
Haitong Securities is also a small Chinese-concept brokerage;
PayPay is a leading payment company in Japan, with a leading market share but its valuation is affected by the yen exchange rate.
The four differ greatly in size and risk profile within the fintech sector: Fiserv is a core holding based on fundamental logic, while the other three are more speculative in nature.
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