Posts on MA

Latest ideas and analyses related to Mastercard Incorporated Common Stock

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PYPL , MA , V , AFRM , FISV , GPN , FIS , FOUR , GLBE , RPAY , PAYA

+17 pts



Digital India & digital payments go together, and this alliance is impacting every industry segment be it financial services, education or consumer markets; changing the...

By gangubai on March 30, 2022, 10:44 a.m.
Tagged topics: deep dive , fintech

Views: 32, Votes: 6, Responses: 0, Attachments: 0
MA

+33 pts



$MA - analysts cut estimates to reflect Russian & Ukraine exposure

By phenphen on March 29, 2022, 1:42 p.m.
Tagged topics: analyst lowers estimates

Views: 28, Votes: 3, Responses: 0, Attachments: 1
AFRM , SQ , FISV , MA , PYPL , V

+43 pts



BNPL growing share of global ecom spend

By mooreideas on March 21, 2022, 2:53 p.m.
Tagged topics: analyst checks

Views: 63, Votes: 7, Responses: 0, Attachments: 1
MA

+34 pts



$MA - Multiple Scenario Analysis Lead to Net Upside Bias

By puckerman17 on March 15, 2022, 2:35 p.m.
Tagged topics: analyst checks

Views: 34, Votes: 3, Responses: 0, Attachments: 1
V , MA , PYPL

+3 pts



Payment industry deepdive

By hsh.billy on March 10, 2022, 9:22 a.m.
Tagged topics: deep dive

Views: 64, Votes: 2, Responses: 1, Attachments: 0
MA , V

+32 pts



$MA purchase volume growth outpacing $V mainly due to Europe

By puckerman17 on Feb. 22, 2022, 11:44 a.m.
Tagged topics: analyst checks

Views: 111, Votes: 3, Responses: 0, Attachments: 1
V , MA

+36 pts



$V $MA should benefit from cross-border recovery; well positioned to partner with emerging fintech

By labjordan on Jan. 28, 2022, 1:47 p.m.
Tagged topics: earnings results , fintech

Views: 49, Votes: 3, Responses: 0, Attachments: 3
MA

+36 pts



$MA - Q4 beat, but 2022 guide looks conservative with Omicron a swing factor for the year

By labjordan on Jan. 27, 2022, 10:06 a.m.
Tagged topics: earnings results

Views: 168, Votes: 4, Responses: 0, Attachments: 1
V , MA

+39 pts



$V setup appears more de-risked into earnings, while $MA opex the biggest source of investor angst

By labjordan on Jan. 25, 2022, 3:38 p.m.
Tagged topics: earnings preview

Views: 172, Votes: 5, Responses: 0, Attachments: 1
V , MA , PYPL , AFRM , GLBE , FISV , FIS , GPN , FOUR , RPAY , PAYA

+60 pts



2022 Fintech & Payments Outlook: Waiting for the World to Change

By underdog on Jan. 21, 2022, 2:36 p.m.
Tagged topics: deep dive , fintech

Views: 101, Votes: 10, Responses: 1, Attachments: 1
MA

+33 pts



$MA likely to beat Q4 estimates; cross-border travel recovery and services growth will be the focus

By josiebe on Jan. 20, 2022, 2:06 p.m.
Tagged topics: earnings preview

Views: 32, Votes: 2, Responses: 0, Attachments: 1
V , MA , FISV , GPN , FIS , SQ

+43 pts



$V $MA - cleanest set-up in over 2 years with 2022 poised for upward revisions

By labjordan on Jan. 12, 2022, noon
Tagged topics: fintech

Views: 223, Votes: 5, Responses: 0, Attachments: 1
V , MA

+34 pts



$V $MA - steady travel volumes despite omicron suggests potential upside to street estimates

By labjordan on Jan. 7, 2022, 12:30 p.m.
Tagged topics: upside to estimates

Views: 146, Votes: 4, Responses: 0, Attachments: 1
V , MA , SQ , PYPL

+47 pts



$V $MA - index classification change could be a significant positive catalyst

By labjordan on Dec. 8, 2021, 4:43 p.m.
Tagged topics: fintech

Views: 220, Votes: 7, Responses: 1, Attachments: 1
PYPL , V , MA

+39 pts



Standard & Poor’s and MSCI plan to shift $1 trillion of Tech stocks into Financials

By ethonomics on Dec. 4, 2021, 3:09 p.m.
Tagged topics: index rebalancing

Views: 151, Votes: 6, Responses: 0, Attachments: 1
V , MA

+40 pts



$V - payment volumes improving through Nov, cautiously optimistic that #Omicron impact will be limited

By labjordan on Dec. 2, 2021, 1:29 p.m.
Tagged topics: travel restrictions , omicron variant

Views: 366, Votes: 7, Responses: 0, Attachments: 1
MA , COIN , MQ

+56 pts



Greater crypto adoption will help expand the digital payments pie as new forms of embedded payments emerge

By labjordan on Dec. 2, 2021, 1:26 p.m.
Tagged topics: cryptocurrency , fintech

Views: 239, Votes: 16, Responses: 0, Attachments: 1
AFRM , MA , AMZN , SQ , WMT , V , AAPL

+53 pts



BNPL volumes expected to nearly double by end of 2022, but more entrants likely to pressure pricing

By puckerman17 on Nov. 22, 2021, 10:50 a.m.
Tagged topics: fintech , BNPL

Views: 494, Votes: 11, Responses: 2, Attachments: 1
V , MA , AMZN

+47 pts



$V $MA - $AMZN likely trying to influence pricing in the co-brand relationship or the network fees it pays directly

By josiebe on Nov. 18, 2021, 1:18 p.m.
Tagged topics: eCommerce , fintech , payments ecosystem

Views: 197, Votes: 6, Responses: 2, Attachments: 1
MA , PYPL

+40 pts



$MA showcases its investments are expanding its TAM, including #BNPL and #crypto, alleviating investors fears of disintermediation threat

By josiebe on Nov. 11, 2021, 11:26 a.m.
Tagged topics: TAM expansion , cryptocurrency , fintech , BNPL

Views: 76, Votes: 5, Responses: 0, Attachments: 1