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15 handpicked stocks

Europe's Open Search Market

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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Author avatar

Han Tan | Market Analyst

Updated 3 days ago | Published at juillet 3

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

BKNG

Booking Holdings Inc.

BKNG

Current price

$5,584.08

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.

EXPE

Expedia Inc.

EXPE

Current price

$208.04

Expedia's portfolio of travel brands stands to gain significant traffic from a more level playing field in Google's search results in Europe.

TRIP

TripAdvisor Inc

TRIP

Current price

$16.96

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.

About This Group of Stocks

1

Our Expert Thinking

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.

2

What You Need to Know

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.

3

Why These Stocks

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.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+37.54%

Group Performance Snapshot

37.54%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 37.54% over the next year.

10 of 15

Stocks Rated Buy by Analysts

10 of 15 assets in this group are rated Buy by professional analysts.

1.7%

Group Growth

This group averaged a 1.7% return last month.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔍

Hidden Opportunity in Plain Sight

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.

🛫

Travel's Digital Redirection

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.

⚖️

Regulation Creating Opportunity

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.

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