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The full episode is only available to paid subscribers of Pyramids and Pagodas

PAX Global (0327.HK) – An undervalued Chinese POS manufacturer with significant growth runway in emerging markets

21

This month, we decided to do a more in-depth dive into a Hong Kong-listed company due to its significant exposure to emerging markets. The time of recording was on 1 November 2022.


WHAT IS PAX GLOBAL?

PAX Global (0327.HK, “PAX”) is the second largest point of service (“POS”) supplier in the world – it supplies the physical hardware that collects the digital payments that are becoming increasingly common in our daily lives. The company is the number one supplier in rapidly growing emerging markets, such as Latin America, the Middle East, Africa, and developing APAC.

The full video is for paid subscribers

Pyramids and Pagodas
Company Deep Dives
Conducting in-depth research and analysis on interesting and actionable emerging market equities. We invest in our own ideas, rather than offering armchair commentary without having skin in the game.
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Pyramids and Pagodas