The Top 10 Bought Stocks in July 2020

From Webjet to QANTAS to Flight Centre I thought I'd go through the most traded stocks in the ASX in the month of July 2020.

This was a fairly fun video to make to see what the market has been buying.

This report was produced by Commsec and although it is only one brokerage, commsec is one of the largest online brokers in all of Australia, so this data set speaks volumes and I would dare say its data its top shares are similar to those in other brokerages because where there is buyer there is a seller so the movement in volume should be rather similar.

[travel stocks]
First are the flight stocks in fight centre and webjet who are still kicking it on the list with qantas not too far away at number 11. Personally I don’t see how the shares go up anytime soon given we have reinfections in certain states and borders closing down. Since no flights are taking place I have great concern about the earnings or lack of when the companies do go to report and how that’ll affect the share price.

Given that grim near future prospect of business operations and also the lack of certainty around travel because there are a lot of people relying on job keeper payments. I’m not a huge fan of them and I don’t think I’ll ever be because the business model has such thin margins. In saying that though I still have a lot of QANTAS points so.... down to eventually use them.

If you’re asking me out of the lot though, I think Webjet has much better prospects than Flight centre as it has less overhead and is operating in providing accomodation and flight space.

[Nasdaq100]
One of the ones that surprised me a bit and I guess speaks to the sentiments of investors that they are looking for other opportunities outside of the Australian market which we see here in Betashares Nasdaq100 which tracks the top 100 companies in the Nasdaq stock exchange in New York.

But what exactly does that mean? Well for the nice price of $24 you can get companies that include Apple, not sure if you’ve heard, you get some Microsoft, Amazon, Facebook, Google and of course the most controversial of the lot.. Tesla.

As you may or might not be aware this ETF is full of tech stocks, which makes up 50% of the whole ETF so if you want to have exposure to the hot tech stocks in the US market then I can see the appeal in this ETF especially at such price. there’s a few more things when you’re considering about ETFs overseas, let me know if you want me to do a video on investing domestically or internationally. Defs some interesting considerations to take into.. consideration.. But yes NDQ, defs a great and easy way to get US exposure.
[The acceptance of BNPL]
Instead of speaking to each BNPL stock that’s on this list, there’s two major topics I want to speak on which might explain the rise of the BNPL stocks in the past month and what it might look like in the future..

First is the deal between APT and google and Apple Pay.. yes if you haven’t heard recently APT came to an agreement with Apple and Google to have their service on both the payment platforms that we use on our phones.

This is a big deal because what this says is that the biggest companies in the world have acknowledged that the BNPL platform is a legit form of payment and there’s really no denying that when each of these companies have continued to increase their active user base. So customers are actively using their services and as a payment platform you have to cater to the needs of your users.

Now this play for APT is only for the American market at the moment and want to implement this with the intention of obtaining more customers who are using Apple and Google pay for in store purchases. For Australian customers it is coming within the next couple of months so if you’re an APT user I mean you ain’t gotta wait too long.. The way I see this deal is that well, if APT is going to pay money to market in the US already, then it makes no difference if they forego the Apple/Google tax, pay the romoured 0.04-0.06% basis points to have a wider reach in potential customers.

Because right now Apple Pay alone accounts for about 5 per cent of global card transactions, which according to Quartz could be 10 percent by 2025. Now just think about that 5% of all global card transactions, that’s massive reach, especially too given that its mainly limited to in store purchases with very few being able to use Apple Pay online.

Видео The Top 10 Bought Stocks in July 2020 канала The Extra Curriculuar