120 days ago • Posted by Jasper Lawler
Lockdown winning stocks are out in front again
Since Dec. 14, a basket of lockdown winners is up 11%, outperforming the Stoxx 600 and European cyclicals by 7 and 5 percentage points, respectively. Food delivery stocks such as Just Eat Takeaway and Delivery Hero, as well as online retailers THG and Zalando, are all up between 16% and 20%.
Source: Michael Msika, Bloomberg Markets