Transcript
Transcript

Global Payment Networks Update – Visa, Mastercard, UnionPay & Others – 22 July 2020

  • Multi Asset
  • Financials
  • North America

Specialist

Executive at Intrepid Ventures

Agenda

  • Defensiveness of Visa (NYSE: V) and Mastercard’s (NYSE: MA) networks in an increasingly electronic payment market, with potential longer-term threats from PayPal (NASDAQ: PYPL) and Alipay
  • Visa and Mastercard’s prospects in China and APAC given UnionPay’s existing positioning and digital wallet adoption
  • Competitive dynamics of Visa vs Mastercard in Europe with Visa Europe now integrated
  • Strategies of other semi-global electronic retail-payment networks including American Express (NYSE: AXP), Discover (NYSE: DFS), WeChat Pay, JCB and others

Questions

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