ONE-WAYOngoing theme · still written in the latest filings

Structural transformation of payment infrastructure driven by AI, stablecoins and core-system modernisation

Themes reshaping demand for and the structure of payment and financial infrastructure: AI technology, stablecoins, embedded payment and financial functionality in SaaS, and the modernisation of core systems at financial institutions and operating companies.

Companies1How many companies write about this.

Threads1One company can carry more than one thread here.

PeriodFY2027-H1 →Still being written about.

Directionflat0 helps · 0 hurts · 1 flat