Best Groups during Covid
As the title suggests, what are the best groups during the coronavirus crisis? Trying to get some definitive rankings
As the title suggests, what are the best groups during the coronavirus crisis? Trying to get some definitive rankings
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That restructuring group is probably doing pretty well.
Aside from the obvious group: RX, you have to imagine that HC groups are going to have some decent activity for the next 12-36 months from both a short term (vaccine, viral drugs, and other development and ensuing M&A) and a long term perspective (structural changes to US healthcare, more required hospital beds, hospital mergers, etc.)
Tech is doing well considering the larger tech companies have a lot of net cash (more M&A and industry consolidation) whereas the smaller tech companies need financing to weather the storm (refin/recaps/restructurings) or are getting acquired at cheaper multiples (M&A as above).
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