How has COVID-19 changed our lives? #3 - Play and Shop at Home

Monday 01 June 2020

Chapter 3: PLAY AND SHOP AT HOME

During this period of confinement, a large majority of our free time is devoted to the consumption of digital content and purchases made online. This trend is clearly reflected in recent figures.

Companies benefiting from the rise in consumer engagement show significant potential, which will boost revenue in the fall. Gaming stocks are also likely to continue doing well, as in-game monetization ramps up (Ubisoft and CD Projekt in Europe). Subscription-based music and movies also appear attractive within this theme.

In addition, the shift to online payments is gathering momentum in the current environment, as e-commerce continues to accelerate. 

For example, auto retailers have been rather slow in embracing e-commerce practices, but the Coronavirus pandemic is changing that. 

In this scenario, which themes and stocks are the winners?

Click below to read the full document. 

IN THE WEEK OF 16 MARCH, URBAN RESIDENTIAL DOWNSTREAM DATA IN THE US CONSUMPTION WAS UP +98%


Document

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