Full steam ahead for these two companies
By Roger Montgomery
In this week’s video insight Roger discusses companies set to benefit from the news of a vaccine. Some of the companies that were beaten down during the pandemic – those we believe would inevitably recover once a vaccine was announced – have bounced, but they are yet to fully reflect a return to normal, or in some cases even a return to subnormal. One company to clearly benefit from higher levels of activity is Qantas, while another, Megaport recently reported high levels of connection activity following a COVID inspired slowdown in June and July.