01/13/2025, 03:06 PM UTC
2025年投资论点及新年关键辩论：VisaVisa: The 2025 Investment Thesis And Key Debates Entering The New Year
1. 由于监管担忧和增长跑道疑虑，Visa表现不佳，但这些因素预计将在2025年缓解；2. Visa的2024财年业绩强劲，收入增长11.7%，每股收益增长16%；3. 增值服务和新型流量是被低估的驱动因素，具有巨大的提升Visa表现和市场估值的潜力；4. Visa的当前估值具有吸引力，交易价格低于万事达卡和历史平均水平，基于2026财年收益的目标股价为360美元。1. Visa is underperforming due to regulatory concerns and growth runway doubts, but these are expected to ease in 2025; 2. Visa's FY24 results were strong with 11.7% revenue growth and 16% EPS growth; 3. Value-Added Services and New Flows are underappreciated drivers with significant potential; 4. Visa's current valuation is attractive, trading below Mastercard and historical averages, with a price target of $360 per share based on CY26 earnings.
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