Fidelity Capitalizes On Worldpay Sale

Vijar Kohli
453 Followers
(9min)

Summary

  • Global Payments' $24.25 billion bid for Worldpay involves multiple players, highlighting Fidelity National Information Services' strategic advantage and disciplined acquisition approach.
  • FIS's acquisition of GPN's Issuer Solutions for $12 billion strengthens its Banking and Payments Suite, promising quicker accretive benefits.
  • The deal's success hinges on geopolitical stability and debt financing, with FIS raising $8 billion in new debt amid volatile Treasury rates.
  • FIS is poised for growth, with expected positive earnings guidance and a potential stock price rebound to $90 by year-end.

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The Expanding World of Fintech

Even during times of uncertainty, deals will happen. Which is why I love software and technology because it is mission-critical and uncorrelated to most asset prices. Like insurance, very few if any business will

This article was written by

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Vijar Kohli is a co-founder of Golden Door. Read more of his investment content at goldendoorasset.com Follow him on X @vijarkohli to stay in touch.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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