If a vaccine for COVID-19 is discovered, developed and distributed, there are several companies whose share prices reflect a continuation of lockdown conditions that will re-rate very quickly. Several leading fund managers nominate the stocks that are likely to do well should a vaccine become a reality.
Nathan Bell, head of research at InvestSMART, nominates Sydney Airport as a vaccine trade contender as “the share price is currently one-third below its high of $9 late last year as Sydney’s major airport will remain a ghost town until our local borders and, later on, international borders reopen".