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V , MA

+37 pts



$V $MA : Answering the question on A2A, Digital Wallets, and BNPL impact to card networks

By KHUN on Oct. 18, 2021, 11:57 p.m.
Tagged topics: valuations , analyst checks , payments ecosystem

Views: 23, Votes: 3, Responses: 1, Attachments: 2
MA

+43 pts



$MA - JP Morgan says #MastercardInstallments could be its most revolutionary new product since signature debit

By realjoe on Sept. 28, 2021, 5:25 p.m.
Tagged topics: product launch , fintech , JP Morgan , buy now pay later , BNPL

Views: 165, Votes: 4, Responses: 2, Attachments: 2
V , MA , AMZN

+43 pts



$V $MA - Deutsche says regulatory and competition concerns overdone, doesn't see network models changing

By realjoe on Sept. 3, 2021, 11:01 a.m.
Tagged topics: growing competition , fintech , Deutsche Bank , Department of Justice , BNPL , concerns overblown

Views: 256, Votes: 5, Responses: 1, Attachments: 2
V , MA

+31 pts



$V $MA - Morgan Stanley sees upside from robust US spending, but delta variant casting some doubt on travel recovery outlook

By realjoe on July 21, 2021, 3:04 p.m.
Tagged topics: earnings preview , secular growth , fintech , Morgan Stanley , inflation hedge , reopening beneficiaries

Views: 151, Votes: 2, Responses: 0, Attachments: 15
V , MA

+31 pts



$V, $MA - Deutsche says cross border recovery is on the horizon, and could drive significant upside to margins

By realjoe on July 12, 2021, 2:17 p.m.
Tagged topics: earnings preview , analyst raises estimates , travel recovery , cryptocurrency , fintech , Deutsche Bank , BNPL , upside to estimates

Views: 106, Votes: 1, Responses: 0, Attachments: 27
SQ , V , MA

+36 pts



$SQ - DA Davidson says Square looks expensive only because the market is underestimating its earnings potential, and this is 'just the beginning'

By realjoe on June 25, 2021, 3:03 p.m.
Tagged topics: digital wallets , TAM expansion , secular growth , fintech , Cash App , D.A. Davidson , payments ecosystem

Views: 225, Votes: 4, Responses: 1, Attachments: 3
PYPL , V , MA

+31 pts



$PYPL - DA Davidson views pricing overhaul as a 'game changer', putting PayPal in a new peer group with $V and $MA as 'payment elites'

By realjoe on June 25, 2021, 2:55 p.m.
Tagged topics: pricing , digital wallets , fintech , D.A. Davidson

Views: 180, Votes: 1, Responses: 0, Attachments: 3
V , MA

+33 pts



$V, $MA - Piper Sandler upgrades Visa to OW on favorable US travel trends and valuation discount to Mastercard

By ethonomics on June 7, 2021, 1:30 p.m.
Tagged topics: discount valuation , travel recovery , analyst upgrade , fintech , Piper Sandler

Views: 150, Votes: 3, Responses: 0, Attachments: 5
MA

+31 pts



$MA - Barclays recommends buying the dip, encouraged by the ongoing momentum of the business

By ethonomics on April 29, 2021, 10:54 p.m.
Tagged topics: buying opportunity , weak margins , credit cards , earnings results , reopening , travel recovery , Barclays , buy the dip

Views: 110, Votes: 1, Responses: 0, Attachments: 6
MA , V

+33 pts



$MA, $V - Morgan Stanley raises targets for Mastercard ($418) and Visa ($258) on likely strong Q2 rebound, says they're reopening beneficiaries and inflation hedges

By ethonomics on April 20, 2021, 3:50 p.m.
Tagged topics: credit cards , secular growth , analyst raises target , Morgan Stanley , inflation hedge , reopening beneficiaries

Views: 115, Votes: 2, Responses: 0, Attachments: 16
Consistently growing YoY
Buy Now pay Later Adoption
Stronger Consumer across the world post COVID
Shift to card payments across the world
High Margins and FCF Generation