This collection features companies positioned to benefit from Apple's EU policy changes. App developers can now bypass App Store fees through alternative payment systems, potentially boosting their revenue, while payment processors gain access to new transaction streams.
Published on June 30
App developers can now avoid Apple's 30% commission fees in the EU, potentially translating to immediate profit margin improvements for subscription-based services like Spotify and dating apps.
Payment processors like PayPal and Adyen are gaining access to billions in transaction volume that was previously locked inside Apple's ecosystem. This could significantly boost their revenue in Europe.
Mobile gaming companies spend billions on app store fees annually. Now, publishers like Electronic Arts and Roblox can direct EU players to alternative payment options, potentially keeping more of each dollar spent.
The EU's Digital Markets Act is creating a more open app economy by requiring Apple to allow alternative payment systems. This regulatory shift presents a timely opportunity for both app developers who can avoid hefty commissions and payment processors who can capture new transaction volume.
This collection represents a tactical, event-driven investment opportunity focused on a specific regulatory change in a major market. Companies included span both sides of the value chain: app developers who can now route users to direct payment channels and payment processors providing the infrastructure.
These companies were carefully selected for their potential to leverage or enable alternative payment systems. The basket includes vocal critics of Apple's policies, subscription-based apps, gaming platforms, and payment technology providers positioned to benefit from this industry transformation.
Interpretation of the basket's market capitalisation and investor takeaways.
SPOT: $141.09B
PYPL: $66.92B
MTCH: $7.95B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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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.
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SPOTIFY TECHNOLOGY S.A.
SPOT
Current Price
$539.31
As a vocal critic of Apple's fees, Spotify is a primary beneficiary, able to steer its large EU user base to its own website for subscriptions, thereb...
As a vocal critic of Apple's fees, Spotify is a primary beneficiary, able to steer its large EU user base to its own website for subscriptions, thereby boosting profit margins.
PAYPAL HOLDINGS INC
PYPL
Current Price
$61.20
PayPal is a globally recognized alternative payment system that app developers can now integrate into their websites to process payments outside of Ap...
PayPal is a globally recognized alternative payment system that app developers can now integrate into their websites to process payments outside of Apple's ecosystem.
MATCH GROUP INC
MTCH
Current Price
$39.83
Owner of Tinder, Hinge, and other dating apps, Match Group can significantly increase profitability on its subscription and in-app purchase revenue fr...
Owner of Tinder, Hinge, and other dating apps, Match Group can significantly increase profitability on its subscription and in-app purchase revenue from EU users.
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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:
+67.45%
On average, analysts expect assets in this group to grow 67.45% over the next year.
8 of 12 assets in this group are rated Buy by professional analysts.
