According to the World HEALTH Organization (WHO), the omicron strain of CORONAVIRUS could end the covid-19 pandemic, and it is possible that the status of a pandemic could be downgraded to endemic, which is akin to equating the disease with a seasonal flu epidemic. The rate of spread of the omicron has decreased or stabilized in many regions, and against this background, we can see the lifting or easing of restrictions around the world.
For example, the UK lifted all restrictions, the Austrian government allowed unvaccinated people to leave their homes, the Swiss health minister announced a plan to lift most covid restrictions, and the German finance minister said the government should start planning for a smooth return to normal.
In addition, according to the latest data from the nonprofit Global Change Data Lab (in partnership with researchers at the University of Oxford), about 61.4% of the world's population has received at least one dose of the COVID-19 vaccine. Against this background, we expect a gradual recovery of the world's economies, which may favorably affect the leisure and hospitality industry.
Below, we will analyze the shares of three companies that may be the beneficiaries of the recovery in economic activity after the COVID-19 pandemic.