This carefully selected group of stocks represents companies positioned to benefit as regulators worldwide challenge big tech's market dominance. Chosen by expert analysts, these companies in digital advertising, online travel, and local search could see significant growth as the competitive landscape becomes more balanced.
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Published on July 11
The growing wave of regulatory actions against tech giants isn't slowing down. As more countries follow Turkey's lead, these companies are positioned to capture redirected traffic and revenue.
Many of these companies have built quality services but struggled against unfair competition. As the playing field levels, their true potential and value could finally be recognized by the market.
We're witnessing a historic rebalancing of the digital economy. These companies aren't just riding a temporary trend—they're positioned at the forefront of a fundamental market restructuring.
Regulatory actions against tech giants, like Turkey's recent fine against Google, signal a pivotal shift in how digital markets operate. As authorities worldwide tackle anticompetitive practices, traffic and revenue could be redirected to smaller, specialized platforms that have previously been disadvantaged by big tech's preferential treatment.
This collection represents a tactical, event-driven investment opportunity in response to the growing global trend of regulatory enforcement. These companies operate in digital advertising, travel bookings, and local business directories—areas where big tech has faced scrutiny for self-preferencing their own services over competitors.
These companies were specifically chosen because they directly compete with services that have benefited from preferential treatment. As regulators enforce fair competition in search rankings and digital marketplaces, these platforms are best positioned to capture increased visibility, traffic, and revenue within the multi-trillion-dollar online services industry.
Market capitalisation breakdown for the basket 'Leveling the Digital Playing Field'.
TRIP: $1.90B
EXPE: $27.98B
BKNG: $171.32B
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.
TRIPADVISOR INC
TRIP
Current Price
$10.41
TripAdvisor's travel and accommodation review services stand to gain visibility if regulators force Google to treat competitors more fairly in search ...
TripAdvisor's travel and accommodation review services stand to gain visibility if regulators force Google to treat competitors more fairly in search results.
EXPEDIA GROUP INC
EXPE
Current Price
$329.45
As a major online travel agency, Expedia could see increased direct traffic and bookings as Google's ability to self-preference in travel search is cu...
As a major online travel agency, Expedia could see increased direct traffic and bookings as Google's ability to self-preference in travel search is curtailed.
BOOKING HOLDINGS INC
BKNG
Current Price
$214.50
Booking Holdings is a direct competitor to Google's travel services and would benefit significantly from a more level playing field in search rankings...
Booking Holdings is a direct competitor to Google's travel services and would benefit significantly from a more level playing field in search rankings.
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:
+129.42%
On average, analysts expect assets in this group to grow 129.42% over the next year.
11 of 15 assets in this group are rated Buy by professional analysts.
