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    Fredrik • Felisecurities Securities

    Fredrik's questions to D Market Elektronik Hizmetler ve Ticaret AS (HEPS) leadership

    Fredrik's questions to D Market Elektronik Hizmetler ve Ticaret AS (HEPS) leadership • Q3 2024

    Question

    Fredrik from Unknown Organization asked for clarification on the strategy for Hepsiburada's lending solutions, particularly the balance between proprietary offerings and third-party partner banks.

    Answer

    Executive Helin Celikbilek explained that their strategy is to offer a wide spectrum of services. Currently, about half of the outstanding loans are proprietary (BNPL, Hepsiburada finance loans) via their own P&L, while the other half come from partner banks. She stated there are no current plans to change this marketplace-style approach.

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    Fredrik's questions to Knot Offshore Partners LP (KNOP) leadership

    Fredrik's questions to Knot Offshore Partners LP (KNOP) leadership • Q3 2024

    Question

    Fredrik from Felisecurities Securities asked about the expected timing for the option extension decision on the Raquel Knutsen and whether the Hilda Knutsen's new contract makes a swap for the Dan Sabia more attractive.

    Answer

    CEO & CFO Derek Lowe responded that charterers typically exercise options very late, sometimes within the month before the option period begins. He also confirmed that the Hilda Knutsen's new contract, which removes it from its current pool, does help the demand-supply dynamics for a potential Dan Sabia deployment or swap.

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