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15 handpicked stocks

UK Challenges Mobile's Duopoly

The United Kingdom is increasing its antitrust scrutiny on Apple and Google's dominant mobile platforms. This regulatory pressure could create a more competitive landscape, benefiting independent app developers and companies offering alternative mobile services.

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Han Tan | Market Analyst

Updated today | Published at Jul 24

About This Group of Stocks

1

Our Expert Thinking

The UK's Competition and Markets Authority is challenging Apple and Google's mobile duopoly by proposing 'strategic market status' designation. This regulatory pressure could reshape the mobile ecosystem, creating opportunities for companies that have been constrained by current app store rules and commission structures.

2

What You Need to Know

This is an event-driven investment theme focused on regulatory change in the tech sector. The companies in this group operate within the mobile ecosystem and could benefit from a more competitive landscape if new regulations force changes to app store practices and commission models.

3

Why These Stocks

These stocks were handpicked by professional analysts specifically in response to the UK's antitrust action. They represent companies in app development, alternative payment processing, and mobile services that may see new growth opportunities if the mobile market becomes more open and competitive.

Top Picks from This Group

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

SPOT

Spotify Technology SA

SPOT

Current price

$681.42

APP

AppLovin Corp

APP

Current price

$359.94

PLTK

Playtika Holding Corp

PLTK

Current price

$4.76

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

+150.40%

Group Performance Snapshot

150.4%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 150.4% over the next year.

14 of 15

Stocks Rated Buy by Analysts

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

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

⚖️

Regulatory Winds Are Shifting

The UK's bold move against Apple and Google's mobile dominance could trigger a domino effect globally. Companies that have been held back by restrictive app store policies may finally get their chance to flourish.

🚀

Untapped Growth Potential

These companies have been operating under the constraints of the current duopoly. If regulations force more open competition, their growth could accelerate as new revenue streams and market opportunities emerge.

💡

First-Mover Advantage

Smart investors are positioning themselves before the regulatory changes take full effect. This theme offers early exposure to companies that could benefit significantly from a more competitive mobile landscape.

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