Goldman has given customers a list of stocks that could rise if a coronavirus vaccine is approved


A view of Mickey Mouse at the entrance to the Walt Disney World Theme Park on July 9, 2020 in Lake Buena Vista, Florida.Octavio Jones | Getty Images

(This story is only for CNBC Pro Subscribers)With several Covid-19 vaccines in phase 3 and preliminary data expected at the end of the month, Goldman Sachs is preparing its clients for a rebound in certain stocks and is recommending adjustments to client portfolios.

He grouped a list of several US stocks into four compartments.

The first compartment includes stocks that sold in 2020, but are expected to rebound as people “get back to normal”. The second compartment is made up of stocks which seem to have acquired a competitive advantage but which need their markets to reopen in order to capitalize.

The third are those expected to rebound when global growth picks up. And the fourth bucket is the actions that should do well in the long term but remain fragile in the short term, even if a vaccine is approved.

“While we have no opinion on when a vaccine will be approved for the virus, in this context of potential catalysts to come, we are looking at our US GIR coverage universe to identify a relatively short list of 19 stocks that, according to our analysts, could outperform once the vaccine is approved, ”wrote Chris Hussey, analyst at Goldman.


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