08/06/23 -"A hardening environment, further enhancing the differences between NextGen and incumbents"
08/06/23 -"A hardening environment, further enhancing the differences between NextGen and incumbents"
Although payments stocks have been stagnant over the past year, they are not expected to remain so. Despite their disruptive nature, they are still linked to consumption.
As the sector consolidates, it is time to focus on the next big ingredient for success: product distribution.
Join us as we examine the strategies of our covered stocks (Adyen, Worldline, Nexi) and the potential threats and opportunities they face.
AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.
| Corporate broking | NO |
| Trading in corporate shares | NO |
| Analyst ownership | NO |
| Advising of corporate (strategy, marketing, debt, etc) | NO |
| Research paid for by corporate | NO |
| Provision of corporate access paid for by corporate | NO |
| Link between and a banking entity | NO |
| Brokerage activity at AlphaValue | NO |