What are anticompetitive practices and why do they matter for investors?

Anticompetitive practices are business tactics that unfairly prevent or reduce competition. These can include a dominant company favoring its own services (self-preferencing), preventing competitors from accessing essential platforms, or using market power to squeeze out rivals. For investors, regulatory actions against these practices matter because they can reshape entire markets. When authorities force big tech companies to compete fairly, previously disadvantaged competitors often see increased visibility, traffic, and revenue—potentially creating significant investment opportunities in these "underdog" companies.

What was Turkey's fine against Google about?

Turkey's Competition Authority fined Google for prioritizing its own local search and accommodation price comparison services over competitors. This means Google was displaying its own services more prominently in search results, regardless of whether they were the most relevant or best options for users. The fine is part of a broader global trend where regulators are challenging dominant tech platforms to ensure fair competition. Similar actions are happening in the EU, UK, US, and other markets, signaling an important shift in how digital marketplaces operate.

How could regulatory actions benefit online travel companies like Booking and Expedia?

Online travel companies like Booking Holdings and Expedia could benefit significantly from regulatory actions against big tech. When consumers search for travel information, Google often prioritizes its own travel services at the top of results. If regulations force Google to display competitors more equitably, companies like Booking and Expedia would likely see increased visibility, more direct traffic, and higher booking volumes. This could lead to revenue growth without requiring these companies to spend as much on advertising to reach customers—potentially improving both their top and bottom lines.

What does "Projected Profit" mean in the stock data?

Projected Profit refers to the estimated future earnings that analysts expect a company to generate, typically over the coming fiscal year. This projection is based on factors like the company's historical performance, current business conditions, growth initiatives, and industry trends. For companies in this group, projected profits may be particularly interesting because regulatory changes could potentially boost their earnings beyond current estimates if they successfully capture market share from tech giants. However, like all projections, these are estimates and actual results may vary.

15 handpicked stocks

Leveling the Digital Playing Field

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.

Han Tan | Market Analyst

Updated 2 days ago | Published at juillet 11