Analysts polled by CNBC have named top winners and losers of the forthcoming internationally recognized coronavirus vaccine.
Experts note that the aviation industry, deprived of the ability to function normally and develop under numerous restrictions, will benefit more from the mass introduction of at least one vaccine.
Amid news of successful trials of several vaccines at once, quotations of shares of the American airline United Airlines increased by 8.6 percent, American Airlines and Delta Airlines – about six percent each. The shares of the British holding IAG, which owns British Airways, the low-cost airline Ryanair and several other low-cost carriers, rose in price first 40 percent (after the announcement of a joint drug by Pfizer and BioNTech), and then by another 12 (after the release of the American company Moderna).
Another sector awaiting a vaccine is real estate, both residential and commercial. The end of the pandemic increases the likelihood of a quick return of people from remote work to offices, which means that the demand for renting commercial space increases.
The iShares Global REIT ETF, which tracks fluctuations in real estate exchange-traded funds (REITs), is up nine percent since the announcement of a successful vaccine trial from Pfizer and BioNTech.
At the same time, some companies, on the contrary, may be the losers from the imminent end of the pandemic. These include tech businesses and the online commerce industry, whose products were most in demand during the restrictions. The demand for it may significantly decrease in the foreseeable future.
So, quotes of the Internet giant Amazon fell 5.1 percent after the announcement about the imminent readiness of the first vaccine. British online retailer Ocado lost 5.2 percent in value. Instability was also demonstrated by the securities of the Chinese Alibaba and JD.com.