This carefully selected group of stocks represents companies positioned to benefit from Google's changing search results in Europe. Our analysts have identified online travel, hotel, and local search businesses that could see increased visibility and traffic due to the EU's Digital Markets Act.
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Published on July 3
While most investors focus on tech giants, these companies are quietly positioned to benefit from one of Europe's biggest regulatory shifts. The Digital Markets Act could redirect millions of users to these platforms.
As Google's search results change, online travel companies could see significant traffic increases. More visibility often means more bookings, which could translate to stronger revenue growth.
The EU's push for a more open digital marketplace is reshaping how users find travel and local businesses online. These companies are at the frontline of this shift, with potential for increased market share and growth.
The EU's Digital Markets Act is forcing Google to give rival services more prominence in search results. This creates a significant opportunity for companies that compete directly with Google's vertical search offerings, particularly in travel and local business listings.
This is an event-driven investment opportunity based on regulatory changes. The companies in this group could see increased web traffic, higher bookings, and improved market share as Google's dominance in European search results is balanced out.
We've selected companies whose core business models are directly positioned to benefit from these changes. Online travel agencies, hotel aggregators, and review sites stand to gain the most from increased visibility in Google's search results.
Aggregate market capitalisation for the basket and its composition by individual stock market caps.
BKNG: $171.32B
EXPE: $27.98B
TRIP: $1.90B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
Here are a few of the assets in this group. Create an account to unlock the full list.
BOOKING HOLDINGS INC
BKNG
Current Price
$214.50
As a major online travel agency, Booking.com will benefit directly from more prominent placement in EU search results, potentially leading to increase...
As a major online travel agency, Booking.com will benefit directly from more prominent placement in EU search results, potentially leading to increased direct bookings.
TRIPADVISOR INC
TRIP
Current Price
$10.41
TripAdvisor's hotel booking and restaurant reservation services (TheFork) are direct competitors to Google's offerings and will gain visibility from t...
TripAdvisor's hotel booking and restaurant reservation services (TheFork) are direct competitors to Google's offerings and will gain visibility from the proposed changes.
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On average, analysts expect assets in this group to grow 94.23% over the next year.
12 of 15 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+94.23%
