EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Fidelity National Information Services (FIS)

Technology

Valens Research

FIS's three-point turnaround plan begins with selling off Worldpay. As distinct payment processors with different customer bases and needs, their separation aims to reduce operational conflicts. The "Future Forward" initiative is set to cut costs by nearly 10% by 2024's end. Additionally, FIS is strengthening its balance sheet, having paid off billions in debt post-announcement and focusing on reducing debt to pre-merger levels. These strategic moves are designed to reinforce FIS's core competency in serving banks, with potential for significant upside if capital management improves and returns remain steady.

Edition: 174

- 24 November, 2023