73% of consumers acknowledge having bought online some aspect related to travel, such as airline tickets, hotels or buses, in the last 12 months. And the average expenditure on travel amounted to € 715 euros in 2018, according to the report “M-commerce: the evolution of Cetelem's 2018 online store. For its part, this same study shows that the podium of the most important sectors is completed by leisure (74%) with the online purchase of books, tickets, music or restaurants, as well as fashion (66%).
In terms of purchase channels, the mobile phone is climbing positions. Where 63% of the Spanish surveyed by Cetelem claim to buy through smart devices. In 2014 this figure was 25%, that is, 38 percentage points less than today. This trend mobile devices It is also found in the purchases through apps. According to the “X-ray of transactional app users” study carried out by Webloyalty and IPSOS, 7 out of 10 users acknowledge that they use apps not only to search for information but also to make purchases through this channel.
But how does it affect this trend in consumption among investors in the equity markets? Well, indirectly because at the moment electronic commerce is not listed on the stock market, at least as regards the national stock markets. If you want to carry out these operations on the stock market, you will have no choice but to go to the places in the United States where securities of these characteristics are listed. In a sector that has appreciated 24% this year, being one of the most bullish that can be detected on Wall Street.
eCommerce is listed on the Dow Jones
ECommerce is one of the emerging sectors in US equities. Placing itself in a clear upward trend that has led to a revaluation of its prices for a few years. With values that have been gradually incorporated into the highest trading index in the world. It is a series of stock market proposals that are characterized by their high volatility, with very important differences between their maximum and minimum prices. With margins in its price that can reach 7% in some trading sessions.
Another of the common denominators of these very special values is their cyclical nature. In other words, they have their best performance in expansionary periods in the economy. While on the contrary, presents a more bearish phase in recessive periods, as has been shown in recent years. This is one of the main reasons why the risk in your operations is higher than in other international equities. Where you have to be more careful when opening positions since you can lose many euros along the way. Although for the same reason, they present some very spectacular revaluations and in this sense they resemble in a certain sense with the values of the new technologies.
Most representative values of the sector
The list of e-commerce companies that are listed on the stock market, at the moment does not present a very attractive offer, but it is spectacular. Because they are companies that move all the thousands and thousands of titles, with one of the highest contracting volumes that there is at the moment. An example of this trend in investment, three values that enjoy the preferences of small and medium investors stand out above all: Alibaba, Amazon and Ebay. They are values that are every day in the specialized media since their interest in financial intermediaries is very high. Above the values of traditional or conventional character.
Chinese e-commerce giant Alibaba has business-to-business and retail portals, as well as pages specializing in price comparisons. With a turnover that in recent years is over 200.000 million dollars due to the great penetration of its business lines. It is very common that their prices appreciate in equity markets by more than 20%, something really unusual for the rest of the values. From this general perspective, it is a very aggressive value that is aimed at a very well defined user profile.
Amazon leader in buying on the stock exchange
It is another of the bets that the electronic commerce sector has offered us since it began to be listed on the American stock market 20 years ago. Such has, its stock market valuation that has increased a lot in recent years. To the point that today the shares are worth 60.000% traditional than on its premiere date. That is, the small and medium investors who have taken positions in this value at the beginning today could be integrated into the group of large millionaires. Although the question that some retailers are asking is whether their shares could depreciate with the same intensity as in the rises.
Another of the listed companies with similar characteristics is Ebay, an auction website online which has appreciated significantly since it began trading on the American equity markets. Being one of the stars of this year to appreciate around 60%. Being one of the most bullish values that there is and that is present in the investment portfolio of the most aggressive investors. Because in a few days you can get very high returns. To the point that their margins exceed traditional percentages.
In any case, it should be noted that the electronic commerce sector is not present on the Spanish stock market. If not, on the contrary, there will be no other solution than to leave our borders to buy and sell their shares. With more expansive commissions that even triple the rates in the national markets. Being one of the weakest points that characterize these financial markets. Although the question that some retailers are asking is whether their shares could depreciate with the same intensity as in the rises.