Visa Inc. · NYSE:V

Visa — Investor Presentation (2023)

18 slides from Visa's investor presentation, 2023

  1. Slide 1: A Spring Awakening: Asia Pacific Travel Moves Out Of The Fall

    A Spring Awakening: Asia Pacific Travel Moves Out Of The Fall Woon Chian Ng Economist, Visa

  2. Slide 2: A Spring Awakening: Asia Pacific Travel Moves out of the Fall

    Visa Business and Economic Insights A Spring Awakening: Asia Pacific Travel Moves out of the Fall Woon Chian Ng ASIA PACIFIC ECONOMIST ©2023 Visa. All rights reserved. Visa Public 117

  3. Slide 3: Forward-looking statements and Disclaimer

    Visa Business and Economic Insights Forward-looking statements This report may contain forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These statements are generally identified by words such as “outlook”, “forecast”, “projected”, “could”, “

  4. Slide 4: Manufacturing business activity in Asia is still holding up

    Visa Business and Economic Insights Overall, manufacturing business activity in Asia is still holding up However, within Asia, there are still pockets of weakness Manufacturing Purchasing Managers' Manufacturing Purchasing Managers' Index (PMI) Index (PMI) 65 65 Above 50 represents an expansion 60 6

  5. Slide 5: Private consumption in Asia Pacific is likely to improve this year

    Visa Business and Economic Insights Private consumption in Asia Pacific is likely to improve this year in part due to Mainland China’s re-opening While inflation has peaked for most Asia Pacific economies, it is likely to remain elevated this year Real private consumption in Asia Pacific Inflation i

  6. Slide 6: As borders re-open, prices of air travel and hotels have increased

    Visa Business and Economic Insights As borders re-open, prices of air travel and hotels have increased They are likely to stay elevated for some time given the pent-up demand for travel Inflation: holiday travel & Inflation in selected Asian economies 35% accommodation in Australia 60% 30% 40% For S

  7. Slide 7: Downloads of travel-related apps have risen compared to pre-pandemic

    Visa Business and Economic Insights In general, the downloads of travel-related apps globally have risen compared to pre- pandemic However, the downloads of travel-related apps within Asia Pacific have varied significantly Growth in downloads of travel-related mobile apps between 2019 and 2022 50% 4

  8. Slide 8: Since the lockdown, the Chinese have leaned towards domestic tourism

    Visa Business and Economic Insights Since the lockdown, the Chinese have leaned towards domestic tourism International air passenger traffic should see a sharp uptick in the coming months based on current momentum Mainland China air passenger traffic Share of total air passenger traffic 60 8 100% 7

  9. Slide 9: A 30 percent recovery rate has formed the base for forward momentum

    Visa Business and Economic Insights A 30 percent recovery rate has formed the base for forward momentum That threshold was reached in Asia Pacific a full year later than either North America or Europe. Asia’s outbound travel recovery relative to the recoveries in Europe and North America (Monthly tr

  10. Slide 10: Asia Pacific outbound travel could match 2019 levels by Q3 2023

    Visa Business and Economic Insights Asia Pacific monthly outbound travel could match its 2019 levels as early as the third quarter of 2023 Inter-regional travel from and to Asia Pacific is recovering at a much faster pace Asia Pacific outbound travel recovery Asia Pacific inbound travel recovery (sh

  11. Slide 11: Recovery in tourism spend was rather fast in popular cities

    Visa Business and Economic Insights Using Visa-branded credentials in popular cities, recovery in tourism spend was rather fast Tourism spend on restaurants was generally comparable or higher than retail spend in these cities in part due to higher food inflation and demand for experiences Tourism sp

  12. Slide 12: Reshuffling of travel destinations is underway

    Visa Business and Economic Insights Reshuffling of travel destinations is underway Tokyo, which ranked as the ninth most popular destination globally in 2019, saw its global rank fall to 93 and recovered only 16 percent of its 2019 visitor volumes International arrivals by origin region to top citie

  13. Slide 13: Travelling to destinations inspired by online content

    Visa Business and Economic Insights And are travelling to destinations inspired by…online content The Bridgerton inspired travel recovery to Bath The intersection of commerce and content Source: Visa International Travel Database, VisaNet ©2023 Visa. All rights reserved. Visa Public 128

  14. Slide 14: Key Takeaways

    Visa Business and Economic Insights Key Takeaways 1 Asian economies are still holding up ©2023 Visa. All rights reserved. Visa Public 129

  15. Slide 15: Key Takeaways

    Visa Business and Economic Insights Key Takeaways 1 Asian economies are still holding up 2 Pent-up demand for travel is still strong ©2023 Visa. All rights reserved. Visa Public 130

  16. Slide 16: Key Takeaways

    Visa Business and Economic Insights Key Takeaways 1 Asian economies are still holding up 2 Pent-up demand for travel is still strong 3 Travel preferences are changing post-pandemic ©2023 Visa. All rights reserved. Visa Public 131

  17. Slide 17: Visa Business and Economic Insights

    Visa Business and Economic Insights ©2023 Visa. All rights reserved. Visa Public 132

  18. Slide 18: Rise Travel 2023

    Rise Travel 2023 Rise Travel 2023 © Worldline

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