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Neu ins wikifolio nehme ich den Kartendienstbetreiber VISA. Ich habe mich längere Zeit gescheut VISA hinzu zu nehmen, da bereits Mastercard im defensiven Wiki positioniert ist. Da aber nun Mastercard nach Hannover Rück auf Platz 2 liegt und VISA direkt dahinter auf Platz 3, komme ich nicht mehr drum herum. Aufgrund der anspruchsvolleren Bewertung würde ich mich auch eher in den nächsten Wochen von Mastercard trennen als von VISA.
Zum Reinvestieren der Dividende von 0,3 $ (ca. 0,275 €) wird Visa in https://www.wikifolio.com/de/de/w/wfaaangels, dem wikifolio mit dem Fokus https://klug-investieren.jimdo.com/portfolios/aktienr%C3%BCckk%C3%A4ufe/, heute verkauft und anschließend ex-dividend zurückgekauft.
Aufgrund eines erhöhten Transaktionsvolumens konnte VISA den Umsatz im 4. Quartal um 10 % steigern und verzeichnete einen Gewinnwachstum. Zudem wurde ein milliardenschweres Aktienrückkaufprogramm angekündigt. Mein Kursziel: EUR 205,00
Visa earnings show why company is diversifying beyond credit cards New revenue streams make the company less dependent on old-school transaction fees, says Wedbush analyst Visa Inc.’s latest earnings can help illustrate why the company has been on a recent acquisitive spree. The company posted $1.46 a share in earnings Thursday for its fiscal first quarter, in line with the FactSet consensus. Revenue of $6.05 billion was a hair shy of the FactSet consensus projection for $6.08 billion. Visa stock dipped 3% in aftermarket trading. “Lower client incentives were more than offset by lower card-service revenues,” wrote Barclays analyst Ramsey El-Assal, who called the results “soft around the edges.” It was an “unusually weak quarter” in the eyes of Wedbush analyst Moshe Katri, who pointed to some of management’s commentary about regional challenges. In Australia, the wildfires had a negative impact on business, while the U.K. was “very weak” as volumes slowed around the December election. The company disclosed that payment volume grew by 8%, or 10% excluding China and the U.K. Management said China volumes are mainly related to dual-branded cards that don’t have much revenue impact. “Both Visa and Mastercard have been aggressively focusing on expanding their value-added services businesses via acquisitions with the objective of diversifying the existing revenue base while reducing dependence on the traditional transaction processing fees in order to avoid some of the same challenges impacting Visa’s current quarter,” Katri told MarketWatch in an email. One of those acquisitions is Visa’s pending $5.3 billion deal for Plaid, a company whose software enables users to connect their bank accounts with new fintech platforms like PayPal Holdings Inc.'s Venmo. Visa called out other areas not related to card-swiping volume, including cross-border business-to-business payments, where the company has made “significant progress,” according to Chief Executive Al Kelly. He highlighted deals with TransferWise and MoneyGram. On the whole, the company saw over 700 million transactions that made use of its Visa Direct push-payment capabilities for various payment-use cases, such as business disbursement and peer-to-peer money transfers. The results follow numbers from Mastercard Inc. a day earlier that analysts said were indicative of healthy consumer-spending trends. While Mastercard’s executives said they were monitoring the impact of the coronavirus on spending, much of the company’s China-related volume occurs online, a channel that may not be affected as much by store closures and lockdowns in China. Visa Chief Financial Officer Vasant Prabhu said it was “too early” to gauge the impact from the virus but let on that the outbreak, along with the timing of Lunar New Year, may have impacted cross-border volumes toward the end of January. Visa shares have climbed 16% over the past three months, as the Dow Jones Industrial Average, of which it is a component, has added 6%.
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