19 November 2020
In this episode of Buy Hold Sell, Ben Clark from TMS Capital and David Wilson of First Sentier Investors discuss the companies that are riding the vaccine wave, and will benefit from a reopened economy in 2021. They include 1) QANTAS – the airline beaten down by the pandemic but looking to make a soaring recovery, 2) Scentre group – the shopping centre company up 35% this month and 3) Sydney Airport – an obvious beneficiary but trading at a PE of 101. Ben and David also each bring a stock that they think will receive a tailwind as the economy reopens in 2021.
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