Unlock theme stocks may see good times once 'business as usual' revives

Most of the signals are positive, and if sustained, many businesses could see a big rebound

Higher vaccination rates, a relatively mild Omicron wave and the gradual revival of “business as usual” norms could make for a rebound in the hospitality industry, and in some segments of the entertainment industry. Balanced against that, high fuel costs are likely to feed in higher ticket costs which could inhibit some discretionary travel and leisure activity.

Hotels, multiplexes, restaurants and associated sectors have been among the hardest hit by the pandemic and two years of social distancing. Discretionary spending has also dropped because of widespread unemployment.

However, there are signs that hotel occupancy is rising and one silver lining