The European Union is reportedly preparing a massive Digital Markets Act fine against Google for allegedly favoring its own vertical search products. This regulatory crackdown creates a unique investment opportunity in independent travel, local, and shopping platforms that could see a surge in traffic as search results become more equitable.
Published on May 26
The EU's Digital Markets Act is one of the biggest challenges to Big Tech dominance in history. When the rules of search change, the companies that were held back could move fast.
Every extra visitor these platforms win from fairer search rankings is a potential customer, and that could translate directly into higher sales and profits for investors.
Professional analysts have specifically curated these stocks because of their direct exposure to this regulatory catalyst, meaning this theme is on the radar of serious investors right now.
The European Union is preparing to hit Google with a landmark fine under the Digital Markets Act for allegedly prioritising its own travel, shopping, and local products in search results. Our analysts believe this regulatory shift could be a game-changer for independent online platforms, which have long struggled to compete on a tilted playing field. If search results become more equitable, these companies stand to win back valuable web traffic and grow their revenues.
This group spans a wide range of digital marketplaces, including travel booking, local business reviews, real estate, job search, and e-commerce. What they all share is a reliance on organic search traffic to reach their customers. Because of that, they are uniquely positioned to benefit if regulators succeed in curbing Google's self-preferencing behaviour. This is a thematic, event-driven group, meaning its potential is tied to a specific regulatory catalyst unfolding in real time.
Every stock in this group was hand-picked by professional analysts because each one operates a platform that competes directly with a Google vertical product, whether that is Google Flights, Google Hotels, Google Shopping, Google for Jobs, or Google Maps. These companies have the most to gain from a fairer search landscape, and they represent a diverse spread of sectors, geographies, and business models within the broader digital economy.
This basket's total market capitalisation is $397.81B and is anchored by several large-cap constituents, giving it a generally stable, lower-volatility profile.
BKNG: $124.80B
EXPE: $25.76B
SHOP: $133.66B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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SHOPIFY INC
SHOP
Current Price
$153.21
This e-commerce infrastructure provider would see its independent merchants gain more equitable organic search visibility against Google's preferred s...
This e-commerce infrastructure provider would see its independent merchants gain more equitable organic search visibility against Google's preferred shopping feeds.
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On average, analysts expect assets in this group to grow 91.71% over the next year.
7 of 15 assets in this group are rated Buy by professional analysts.
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:
+91.71%
