Looking for stocks worth investing in in the New Normal era, hoping for the COVID-19 crisis.

Impact of the COVID-19 outbreak In addition to affecting the economy and financial markets in the present era, it has also caused our world to be reorganized in a big way, leading to a new standard (New Normal), whether political, social, or economic.

Many businesses or industries are being disrupted by technology due to the COVID-19 outbreak. It may cause these businesses to collapse faster. At the same time, the new normal that arises will be an opportunity for modern businesses, including investment in those businesses. to create long-term returns

Let's see what economic New Normal the world will have and what companies will be in it.

The first point.. It is very clear that e-commerce will become the main trend of the world as the growth trend that is already clearly seen has disrupted traditional commerce. After this crisis, it will be clear not only around the world but also in Thailand. more

We'll likely soon see news of Jeff Bezos' wealth increasing amid the COVID-19 crisis. Because people have turned to buying things online, which is AMAZON's main business, and it is believed that people's behavior will definitely become more familiar with buying things online.

Turning to Asia, one truth is one of the reasons why ALIBABA It grew quickly because China, which had faced the SARS crisis in the past, had the government come in to support the transportation business due to the difficulty of going out to shop in person, causing ALIBABA to have an increased number of transactions and move forward. became a giant in the world at this time

In addition to ALIBABA, a Chinese company doing similar business, JD.com, will also benefit. Unfortunately, we still do not see any stocks in the Thai stock market that will clearly benefit from the e-commerce trend because, unfortunately, foreign capital has come to seize this market, causing Thai companies to have no opportunity to emerge.

Second point.. Payments will shift online in line with the trend of e-commerce. That is a method of payment instead of using cash because banknotes and coins are good carriers of germs, including shopping at flea markets and department stores that have disappeared due to the Lockdown policy. People will be accustomed to paying on more online

Stocks that we can invest in to follow this trend will definitely be payment service companies that we are familiar with such as VISA, MASTERCARD and PAYPAL. If you look at the stock price, you will find that it has decreased according to market conditions, but enough. As the market recovered and concerns began to subside, stock prices rose sharply. These three companies have clear policies to focus on developing online payment technology.

Meanwhile, Asia must keep an eye on the IPO of Ant Financial, a subsidiary of ALIBABA, which is the world's largest fintech and owner of a payment platform used by over 1,000 million people around the world. If it enters the stock market, it will be one of Very interesting investment

Third point.. Counting down the use of fossil oil to New Energy. This phenomenon comes with the conflict of major oil producing countries such as Saudi Arabia and Russia, while the global lockdown has caused severe disruptions in international travel. that it could take up to two years for international travel to return to pre-crisis conditions;

The decline of old energy in the form of fossil fuels is the birth of a new generation of energy-focused companies that can solve the old Pain Point, that is, lower unit costs that are still high. Of course, everyone's eyes are on TESLA, the most well-known electric car manufacturer.

Even though the business is still unable to make sustainable profits, stock prices after the crisis has begun to fade have increased rapidly until they are close to returning to the level they were before the stock market was heavily sold off. After the crisis, there will always be people who can seek opportunities from the New Normal. We may not be the creators of those businesses, but we can create wealth from these stocks.

Note: The mention of individual stocks in this article is the author's personal opinion and is not intended to invite investment.