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15 handpicked stocks

Unlocking App Store Payments

A landmark Australian court ruling found that Apple and Google abused their market power, forcing them to allow alternative payment systems. This decision creates a significant opportunity for third-party payment processors to integrate with mobile app stores.

Author avatar

Han Tan | Market Analyst

Published on August 13

Your Basket's Financial Footprint

Market capitalisation breakdown for the 'Unlocking App Store Payments' basket.

Key Takeaways for Investors:
  • Large-cap dominance tends to reduce volatility, offering more stable performance and nearer broad-market or sector tracking.
  • Suitable as a core portfolio holding for steady exposure to payments, rather than a speculative, high-growth allocation.
  • Expect gradual, long-term appreciation rather than explosive short-term gains; growth is likely steady and measured.
Total Market Cap
  • PYPL: $66.92B

  • MA: $517.12B

  • FOUR: $6.80B

  • Other

About This Group of Stocks

1

Our Expert Thinking

A landmark Australian court ruling has forced Apple and Google to allow alternative payment systems in their app stores, breaking their monopolistic control. This regulatory shift opens up the massive mobile app payment market to third-party processors for the first time. We've identified companies positioned to capture significant new revenue streams from this unprecedented market access opportunity.

2

What You Need to Know

This group focuses on digital payment processors and in-app transaction specialists who can now integrate with mobile app stores. These companies range from established payment giants to innovative fintech firms specialising in mobile commerce. The regulatory change creates a direct pathway for these businesses to tap into billions of app store transactions previously locked away.

3

Why These Stocks

Each company in this selection has been handpicked by professional analysts for their ability to benefit from app store payment liberalisation. They possess the technology, infrastructure, and market positioning to quickly capitalise on this regulatory-driven opportunity. These aren't random picks - they're strategic selections based on their potential to gain meaningful market share in the newly opened mobile payment ecosystem.

Why You'll Want to Watch These Stocks

⚖️

Historic Legal Victory

Australia's landmark court ruling against Apple and Google creates the first major crack in app store monopolies. This legal precedent could trigger similar rulings worldwide, opening massive new markets for payment processors.

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Billions in Locked Revenue

App stores process hundreds of billions in transactions annually, with most fees going to Apple and Google. Alternative payment providers can now compete for this enormous revenue stream that was previously completely inaccessible.

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First-Mover Advantage

Companies that quickly integrate with app stores could establish dominant positions before competitors catch up. Early market entry in this newly opened space could lead to substantial long-term market share gains.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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