{"id":11164,"date":"2022-03-25T07:00:05","date_gmt":"2022-03-24T23:00:05","guid":{"rendered":"https:\/\/www.smallcapasia.com\/?p=11164"},"modified":"2022-03-25T12:14:52","modified_gmt":"2022-03-25T04:14:52","slug":"16-turnaround-stocks-to-benefit-from-covid-19-re-opening","status":"publish","type":"post","link":"https:\/\/www.smallcapasia.com\/zh-hans\/16-turnaround-stocks-to-benefit-from-covid-19-re-opening\/","title":{"rendered":"16 ‘Turnaround’ Stocks to benefit from Covid-19 Re-opening"},"content":{"rendered":"

Breaking:<\/strong> PM Lee has announced a major easing of the social distancing measures given that we are now at a Covid-19 “turning point”.<\/p>\n

These include larger group sizes from 5 to 10 people and higher capacity limits for larger events, here’s a quick snapshot below.<\/p>\n

\"covid<\/a>
\nSourced from StraitsTimes<\/em><\/p>\n

Now, let’s take a quick look at the sector and stocks which will benefit from the easing of these Safe Management Measures (SMM).<\/p>\n

1. Larger group size (5 to 10) + Alcohol allowed after 10.30pm<\/h2>\n

First off, the obvious one is the dining out and alcohol drinking at F&B outlets.<\/p>\n

F&B restaurant operators with bigger capacity would be the direct beneficiary here:<\/p>\n

    \n
  1. Soup Restaurant (SGX: 5KI)<\/li>\n
  2. Tung Lok Restaurant (SGX: 540)<\/li>\n
  3. Jumbo Group (SGX: 42R)<\/li>\n
  4. Haidilao (HKEX: 6862) – Pipping Hotpot anyone?<\/em><\/li>\n<\/ol>\n

    What about the resumption of alcohol drinking where many uncles will go kopitiams to chit chat beyond 10.30pm? Here are 2 other stocks to gain from increased beer sales:<\/p>\n

      \n
    1. Thai Beverage (SGX: Y92)<\/li>\n
    2. Kimly (SGX: 1D0) – Uncles shout hooray!<\/em><\/li>\n<\/ol>\n

      \"\"<\/a><\/p>\n

      Perhaps its time to dip into the hotpot with your large group of extended friends & family?<\/p>\n

      2. Events 75% Capacity Limit >1000 people<\/h2>\n

      Next up, the meetings and events industry will celebrate as the capacity limit for larger events and settings [>1,000 people] will be raised to 75%.<\/p>\n

      Let’s look at the large settings\/events that will gain from this development as per the press release<\/a> snapshot:<\/p>\n

      \"singapore<\/a><\/p>\n

      From the picture above, I can think of 3 big segments which will be favoured – Concert Performances, MICE Events and Hotel Bookings.<\/p>\n

      There are many companies under these segments but just to name a few:<\/p>\n

        \n
      1. mm2 Asia (SGX: 1B0)<\/li>\n
      2. UnUsUaL Limited (SGX: 1D1) – JJ Lin’s concert are you ready?!<\/em><\/li>\n
      3. CDL Hospitality Trusts (SGX: J85)<\/li>\n
      4. Frasers Hospitality Trust (SGX: ACV)<\/li>\n
      5. Far East Hospitality Trust (SGX: Q5T)<\/li>\n
      6. Suntec Reit (SGX: T82U) – Looking towards the annual IT Fair :O<\/em><\/li>\n<\/ol>\n

        To sum up – Socializing events are gonna ramp up pretty soon!<\/p>\n

        3. Opening Singapore’s borders<\/h2>\n

        From 1st April, all vaccinated travellers can enter Singapore without quarantine.<\/p>\n

        Philip Goh, the International Air Transport Association’s regional vice president for Asia Pacific said:<\/p>\n

        “IATA welcomes Singapore’s announcement to open its border further to all vaccinated travelers for quarantine-free entry into Singapore.<\/em><\/p>\n

        “This is certainly a positive step forward and a shot in the arm for the aviation sector, and will enable airlines to ramp up their services in the recovery phase.”<\/em><\/p><\/blockquote>\n

        Needless to say, the aviation-linked stocks are bullish right now:<\/p>\n

          \n
        1. Singapore Airlines (SGX: C6L)<\/li>\n
        2. SIA Engineering (SGX: S59)<\/li>\n
        3. SATS (SGX: S58) ground-handling & in-flight catering service provider<\/li>\n<\/ol>\n

          All in all, we have listed 16 ‘Turnaround’ Stocks that are set to benefit from the recent easing of Covid-19 SMM.<\/p>\n

          Do you think that we missed out any companies? Let us know in the comments below!<\/p>\n

          P.S.<\/em> Join our Telegram Channel here<\/a> to keep up to date with all the insightful articles and stock analysis!<\/p>\n","protected":false},"excerpt":{"rendered":"

          Breaking: PM Lee has announced a major easing of the social distancing measures given that we are now at a Covid-19 “turning point”. These include larger group sizes from 5 to 10 people and higher capacity limits for larger events, here’s a quick snapshot below. Sourced from StraitsTimes Now, let’s take a quick look at […]<\/p>\n","protected":false},"author":1,"featured_media":11173,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"fifu_image_url":"","fifu_image_alt":"","footnotes":""},"categories":[1,58,57],"tags":[1748],"class_list":["post-11164","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-singapore-stocks","category-stocks","tag-covid-stocks"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.smallcapasia.com\/zh-hans\/wp-json\/wp\/v2\/posts\/11164","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.smallcapasia.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.smallcapasia.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.smallcapasia.com\/zh-hans\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.smallcapasia.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=11164"}],"version-history":[{"count":5,"href":"https:\/\/www.smallcapasia.com\/zh-hans\/wp-json\/wp\/v2\/posts\/11164\/revisions"}],"predecessor-version":[{"id":11174,"href":"https:\/\/www.smallcapasia.com\/zh-hans\/wp-json\/wp\/v2\/posts\/11164\/revisions\/11174"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.smallcapasia.com\/zh-hans\/wp-json\/wp\/v2\/media\/11173"}],"wp:attachment":[{"href":"https:\/\/www.smallcapasia.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=11164"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.smallcapasia.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=11164"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.smallcapasia.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=11164"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}