OCDGF - Lockdown redux has stay-at-home stocks looking strong again in the U.K.

Financial firm Hargreaves Lansdown thinks the stay-at-home trade is back on in the U.K. after British Prime Boris Johnson tightened Christmas restrictions for much of the country, including lockdown rules for about 17M people amid concerns over new COVID-19 variant that is thought to be much more transmissible than the original strain. Analyst Susannah Streeter identifies Just Eat Takeaway (TKAYF), Ocado (OCDGF), Sainsbury's (JSNSF), Tesco (TSCDF), Unilever ([[UN]], [[UL]]) and discount store chain B&M as companies that should see a boost from a return to the lockdown mindsetBetween the holiday lockdowns and concerns over a hard Brexit, the iShares MSCI United Kingdom ETF (EWU) is facing some late 2020 headwinds.

For further details see:

Lockdown redux has stay-at-home stocks looking strong again in the U.K.