• Global equity markets, including the ASX, rocked with interim clinical trial results from a COVID-19 vaccine candidate from Pfizer
  • ASX winners in light of the Pfizer news include travel & real estate stocks
  • Losers include virus fighters and gold stocks

This morning ASX stocks are reacting to news that a potential COVID-19 vaccine from Pfizer appears 90 per cent effective.

Preliminary data from a late stage clinical trial from a vaccine candidate made by Pfizer and its German partner BioNTech showed only 94 infections among 44,000 participants across six countries including the US.

While Australia has secured a vaccine deal for this candidate it only provides for 10 million shots – 40 per cent of Australia’s population.

The news was been lauded by the World Health Organisation as well as Australia’s health minister Greg Hunt. ASX traders have reacted to the Pfizer results too, with big swings from sector to sector.

 

ASX winners

The travel and tourism sector has been one of the biggest hit by COVID-19, losing 43 per cent in the six months to mid-May.

While gradual recovery since then has taken its 12-month decline to just 5 per cent in the red, many stocks had surges not seen in months.

The biggest winners from the Pfizer vaccine news included travel agencies Flight Centre (ASX:FLT) and Helloworld (ASX:HLO), airlines Qantas (ASX:QAN) and Air New Zealand (ASX:AIZ) as well as airport transfer marketplace Jayride (ASX:JAY).

Many of these stocks have spent several months telling investors why they’re better equipped to handle the pandemic from their niche markets to their balance sheets.

But for many of them a vaccine can be the only return to normal – a point admitted by Qantas boss Alan Joyce last week when he said resuming flagship routes to Europe and the US would need a vaccine.

Code Company Price % gain today % 1 year MktCap
EXP Experience Co Ltd 0.27 13 4 $ 133,394,841.60
HLO Helloworld Travl Ltd 2.17 15 -50 $ 291,452,348.60
WEB Webjet Limited 4.74 11 -43 $ 1,450,930,798.44
FLT Flight Centre Travel 15.86 10 -56 $ 2,861,506,003.50
VRL Village Roadshow Ltd 2.57 9 -19 $ 458,956,360.65
EVT Event Hospitality 9.51 13 -28 $ 1,354,042,376.40
QAN Qantas Airways 5.17 10 -23 $ 8,826,689,186.64
DNA Donaco International 0.033 10 -62 $ 37,061,681.46
ATL Apollo Tourism 0.27 6 -44 $ 47,468,481.54
CTD Corp Travel Limited 19.47 14 2 $ 2,329,291,953.76
SGR The Star Ent Grp 3.75 6 -22 $ 3,360,610,161.30
REX Regional Express 1.51 3 15 $ 160,825,387.50
CWN Crown Resorts Ltd 9.54 4 -24 $ 6,182,455,014.23
AQZ Alliance Aviation 3.6 3 36 $ 561,618,092.00
ENN Elanor Investors Grp 1.5 3 -31 $ 173,987,938.25
SLK Sealink Travel Grp 6.74 3 35 $ 1,432,697,754.88
RCT Reef Casino Trust 1.99 1 -14 $ 97,140,851.28
SVH Silver Heritage Grp 0.01 0 0 $ 12,612,197.60
IDZ Indoor Skydive Aust 0.015 0 67 $ 5,050,501.49
CYQ Cycliq Group Ltd 0.003 0 200 $ 5,879,189.95
BYI Beyond International 0.52 0 -48 $ 31,895,223.36
AQS Aquis Ent Ltd 0.022 0 -8 $ 785,821.87
EBG Eumundi Group Ltd 0.91 0 -5 $ 37,804,433.03

 

One peculiar ASX stock winning from the Pfizer news was serviced office provider Victory Offices (ASX:VOL), which listed on the ASX at $2 per share last year and fell to just 10 per cent of that when the pandemic broke out.

While debate continues about whether working from home will be here to stay, it goes without saying a vaccine will make returning to the offices en masse feasible.

Victory Offices shares rose over 60 per cent in early trade as investors finally believed its stance that its clientele could someday return.

Its peer, Westfield shopping centre lessor Scentre (ASX:SCG), also saw a notable rise this morning by 15 per cent.

Scentre (ASX:SCG) and Victory Offices (ASX:VOL) share price chart

 

ASX losers

On Wall Street the most high profile loser was the pandemic’s most high profile winner in Zoom Communications (NDQ:ZOOM). It dropped 17 per cent.

You may recall back in September Stockhead recapped four stocks which saw a similar share price rise from people working from home.

Of these stocks – which included NextDC (ASX:NXT), 5GN Networks (ASX:5GN), Vonex (ASX:VN8) and Whispir (ASX:WSP) – NextDC saw the biggest fall, but it was only 8 per cent.

Nevertheless, other ASX stocks which had benefited from people being at home more than usual (although not necessarily from people working) did see a drop after the Pfizer vaccine news.

Meal kit delivery stock Marley Spoon (ASX:MMM) fell nearly 20 per cent.

Ecommerce plays Adairs (ASX:ADH)Temple & Webster (ASX:TPW) and RedBubble (ASX:RBL) likewise fell – all by over 10 per cent this morning.

Marley Spoon (ASX:MMM), Adairs (ASX:ADH), Temple & Wester (ASX:TPW) and Redbubble (ASX:RBL) share price charts

 

Pfizer news the end of sanitisers and COVID-19 testing?

Another loser today from the Pfizer vaccine results was one of the ASX’s biggest winning stocks since COVID-19 broke out; namely, bug killer Zoono (ASX:ZNO) which fell 12 per cent this morning.

The stock went from 8 cents in October last year to as high as $3.20 in early July due to unprecedented demand for its products.

Arguably investors believe a vaccine will be a “magic bullet” that ends the pandemic.

Investors in COVID-19 test kit maker Atomo Diagnostics (ASX:AT1) were more cautious with that stock only falling 2 per cent today.

Atomo’s CEO John Kelly acknowledged to Stockhead back in July there would be a day COVID-19 testing would be less relevant.

But a vaccine would not necessarily mark that point and in any event the company has other business lines (in particular HIV test kits).

Zoono (ASX:ZNO) and Atomo Diagnostics (ASX:AT1) share price chart

 

Spot gold falls, but have ASX gold stocks?

Last night the spot gold price fell over 5 per cent as did the silver spot price by 7 per cent.

Gold has for decades been viewed as a safe haven asset but in recent months has been one of the few assets to balance risk and return in a low interest rate environment.

Today on the ASX the average gold stock actually saw a modest 0.75 per cent gain. But only 21 were in positive territory while 62 were unchanged and 135 fell.

Many of the biggest ASX’s biggest gainers from the current gold bull market (dating back to 2016) were among the biggest laggards from the Pfizer vaccine news.

These included Bellevue (ASX:BGL), Rameulis (ASX:RMS) and West African Resources (ASX:WAF).

Code Company Price % MktCap %Yr
BRV Big River Gold Ltd 0.054 -14 $ 84,350,567.89 260
CTO Citigold Corp Ltd 0.013 -13 $ 39,385,098.14 160
AWV Anova Metals Ltd 0.027 -13 $ 44,425,920.20 179
DEG De Grey Mining 1.13 -13 $ 1,649,155,428.69 1909
SIH Sihayo Gold Limited 0.021 -13 $ 81,213,978.46 28
ENR Encounter Resources 0.195 -11 $ 68,823,646.10 26
MRZ Mont Royal Resources 0.275 -11 $ 10,237,573.30 -5
BGL Bellevue Gold Ltd 1.33 -11 $ 1,251,447,234.77 160
HRN Horizon Gold Ltd 0.445 -11 $ 43,899,373.50 55
WAF West African Res Ltd 0.98 -11 $ 964,265,270.10 128
NML Navarre Minerals Ltd 0.255 -11 $ 154,596,013.04 143
NST Northern Star 15.09 -10 $ 12,477,802,993.32 68
RMS Ramelius Resources 2.1 -10 $ 1,892,642,803.74 94
SAR Saracen Mineral 5.65 -10 $ 6,967,036,214.22 69
EVN Evolution Mining Ltd 5.8 -10 $ 11,020,555,398.00 48
FAU First Au Ltd 0.028 -10 $ 16,680,623.72 115
AUT Auteco Minerals 0.1175 -10 $ 203,733,261.68 1206
S2R S2 Resources 0.235 -10 $ 81,871,706.54 88
ALK Alkane Resources Ltd 1.13 -10 $ 744,236,000.00 82
AGG AngloGold Ashanti 6.9 -9 $ 679,763,169.30 23
BC8 Black Cat Syndicate 0.72 -9 $ 88,270,133.60 79
PRU Perseus Mining Ltd 1.24 -9 $ 1,667,437,343.20 53
CST Castile Resources 0.31 -9 $ 67,901,441.14 0
WGX Westgold Resources. 2.64 -9 $ 1,218,280,280.30 21
LCL Los Cerros Limited 0.16 -9 $ 81,881,103.85 68
AUC Ausgold Limited 0.055 -8 $ 78,020,972.46 293
TRY Troy Resources Ltd 0.11 -8 $ 87,847,652.16 0
WWI West Wits Mining Ltd 0.091 -7 $ 117,212,097.77 1417
GBZ GBM Rsources Ltd 0.17 -8 $ 74,131,307.27 358
MEI Meteoric Resources 0.057 -8 $ 76,893,289.45 6
SVL Silver Mines Limited 0.23 -8 $ 256,635,920.50 153
TSO Tesoro Resources Ltd 0.35 -8 $ 159,911,718.18 761
KRM Kingsrose Mining Ltd 0.036 -8 $ 28,470,286.73 3
CWX Carawine Resources 0.305 -8 $ 31,768,727.43 15
MCT Metalicity Limited 0.0185 -8 $ 34,744,680.28 327
GOR Gold Road Res Ltd 1.37 -7 $ 1,302,288,627.04 21
BBX BBX Minerals Ltd 0.315 -7 $ 144,758,975.62 58
PDI Predictive Disc Ltd 0.064 -7 $ 69,324,300.90 549
ANX Anax Metals Ltd 0.039 -7 $ 11,655,269.89 251
PUR Pursuit Minerals 0.013 -7 $ 7,713,159.71 55
GMR Golden Rim Resources 0.013 -7 $ 25,078,786.19 -7
OAU Ora Gold Limited 0.026 -7 $ 23,543,666.22 4
SBM St Barbara Limited 2.74 -7 $ 2,080,803,683.95 6
TAR Taruga Minerals 0.053 -7 $ 26,060,485.84 211
WMX Wiluna Mining Corp 1.8 -7 $ 193,908,962.45 50
SNG Siren Gold 0.4 -7 $ 25,244,037.95 0
DCN Dacian Gold Ltd 0.37 -7 $ 219,820,878.83 -57
ADV Ardiden Ltd 0.027 -7 $ 61,568,794.64 575
KWR Kingwest Resources 0.205 -7 $ 33,812,648.76 -19
MEG Megado 0.205 -7 $ 8,634,416.78 0
MAU Magnetic Resources 1.05 -7 $ 243,080,299.13 100
PRX Prodigy Gold NL 0.042 -7 $ 26,128,242.27 -52
DGO DGO Gold Limited 3.3 -7 $ 247,265,020.44 233
SSR SSR Mining Inc. 26.5 -6 $ 458,738,924.80 0
KAI Kairos Minerals Ltd 0.045 -6 $ 80,417,979.65 382
GED Golden Deeps 0.015 -6 $ 8,635,051.18 -32
SLR Silver Lake Resource 2.14 -6 $ 2,009,156,567.88 96
MVL Marvel Gold Limited 0.062 -6 $ 27,300,507.83 -41
WCN White Cliff Min Ltd 0.031 -6 $ 17,047,796.11 417
SRN Surefire Rescs NL 0.031 -6 $ 20,729,070.12 343
TTM Titan Minerals 0.1175 -6 $ 139,397,114.75 -31
HRZ Horizon 0.1175 -6 $ 70,996,900.00 -2
AAR Anglo Australian 0.16 -6 $ 97,612,025.28 67
GNM Great Northern 0.016 -6 $ 15,345,159.58 100
AOP Apollo Consolidated 0.32 -6 $ 91,492,500.60 60
NCM Newcrest Mining 29.2 -6 $ 25,305,086,988.66 -3
TIE Tietto Minerals 0.415 -6 $ 198,576,600.64 32
AMI Aurelia Metals Ltd 0.5 -6 $ 463,211,412.41 5
MZZ Matador Mining Ltd 0.42 -6 $ 75,675,035.26 87
BYH Bryah Resources Ltd 0.068 -6 $ 9,494,916.48 26
OKU Oklo Resources Ltd 0.255 -6 $ 135,962,049.42 96
RDN Raiden Resources Ltd 0.034 -6 $ 20,174,891.51 386
CAI Calidus Resources 0.6 -6 $ 170,930,300.13 150
KSN Kingston Resources 0.26 -5 $ 63,401,364.95 63
MGV Musgrave Minerals 0.54 -5 $ 270,631,602.45 650
RSG Resolute Mining 0.82 -5 $ 954,867,190.69 -27
KZR Kalamazoo Resources 0.64 -5 $ 88,385,467.95 103
FML Focus Minerals Ltd 0.37 -5 $ 71,271,940.35 32
NUS Nusantara Resources 0.28 -5 $ 62,710,892.32 -7
BAR Barra Resources 0.038 -5 $ 26,984,324.04 81
ALY Alchemy Resource Ltd 0.02 -5 $ 14,117,112.51 71
MKG Mako Gold 0.1 -5 $ 26,927,118.33 19
FFR Firefly Resources 0.2 -5 $ 62,955,801.72 236
EMR Emerald Res NL 0.61 -5 $ 329,854,212.48 56
MAR Malachite Resources 0.061 -5 $ 8,868,773.63 -39
RRL Regis Resources 4.19 -5 $ 2,245,452,597.41 -7
PNR Pantoro Limited 0.205 -5 $ 302,805,619.02 32
SBR Sabre Resources 0.0105 -5 $ 13,757,108.84 163
REZ Resourc & En Grp Ltd 0.105 -5 $ 47,484,886.79 169
HAW Hawthorn Resources 0.11 -4 $ 38,354,295.50 151
RVR Red River Resources 0.22 -4 $ 119,088,104.41 57
CBY Canterbury Resources 0.11 -4 $ 9,994,841.13 -56
MOH Moho Resources 0.11 -4 $ 7,996,134.81 75
YRL Yandal Resources 0.56 -4 $ 45,663,154.29 142
HMX Hammer Metals Ltd 0.045 -4 $ 34,983,000.71 105
MEU Marmota Limited 0.045 -4 $ 45,521,083.43 73
LEX Lefroy Exploration 0.23 -4 $ 28,446,819.84 7
BDC Bardoc Gold Ltd 0.074 -4 $ 133,279,867.95 -25
ARL Ardea Resources Ltd 0.51 -4 $ 67,665,408.46 -4
CHZ Chesser Resources 0.26 -4 $ 110,463,073.38 266
MAT Matsa Resources 0.13 -4 $ 36,604,805.72 -10
CMM Capricorn Metals 1.76 -4 $ 626,034,148.74 80
MTH Mithril Resources 0.028 -3 $ 60,525,179.23 367
ZNC Zenith Minerals Ltd 0.145 -3 $ 44,154,004.50 169
RED Red 5 Limited 0.29 -3 $ 591,174,300.30 5
BAT Battery Minerals Ltd 0.029 -3 $ 52,723,661.97 263
SVY Stavely Minerals Ltd 0.89 -3 $ 240,084,535.84 -25
AQX Alice Queen Ltd 0.03 -3 $ 33,832,270.64 -14
GIB Gibb River Diamonds 0.15 -3 $ 31,931,463.98 417
DAU Dampier Gold Ltd 0.062 -3 $ 18,237,474.56 244
PKO Peako Limited 0.031 -3 $ 6,061,027.74 121
NES Nelson Resources. 0.063 -3 $ 7,462,139.23 -6
CYL Catalyst Metals 2.56 -3 $ 220,175,202.72 4
MTC Metalstech Ltd 0.16 -3 $ 24,183,660.27 967
MML Medusa Mining Ltd 0.805 -3 $ 172,469,269.83 13
OBM Ora Banda Mining Ltd 0.34 -3 $ 294,282,717.75 91
NVA Nova Minerals Ltd 0.175 -3 $ 278,355,102.30 349
NXM Nexus Minerals Ltd 0.18 -3 $ 35,770,059.14 260
KTA Krakatoa Resources 0.073 -3 $ 20,696,250.00 78
BCN Beacon Minerals 0.038 -3 $ 111,804,838.98 3
BRB Breaker Res NL 0.195 -3 $ 65,168,185.80 -41
SKY SKY Metals Ltd 0.2 -2 $ 50,563,214.74 150
GMN Gold Mountain Ltd 0.041 -2 $ 28,965,821.81 -42
CEL Challenger Exp Ltd 0.205 -2 $ 115,092,171.60 197
AMG Ausmex Mining Gp Ltd 0.042 -2 $ 23,545,437.33 -58
RGL Riversgold 0.043 -2 $ 17,412,896.20 291
MKR Manuka Resources. 0.44 -2 $ 32,608,071.90 0
SLZ Sultan Resources Ltd 0.235 -2 $ 16,688,253.36 262
GSM Golden State Mining 0.245 -2 $ 12,562,250.00 206
AXE Archer Materials 0.495 -2 $ 113,542,455.73 267
RXL Rox Resources 0.057 -2 $ 118,658,050.85 159
EMU EMU NL 0.05 -2 $ 21,563,831.60 30
GRL Godolphin Resources 0.305 -2 $ 21,439,475.07 0
CHN Chalice Gold Mines 3.25 -2 $ 1,018,559,751.00 1657
M2R Miramar 0.365 -1 $ 15,624,182.40 0
SAU Southern Gold 0.12 0 $ 25,599,450.72 -52
SFM Santa Fe Minerals 0.115 0 $ 8,374,160.74 39
VKA Viking Mines Ltd 0.019 0 $ 5,960,639.26 90
E2M E2 Metals 0.9 0 $ 118,395,167.40 374
GUL Gullewa Limited 0.11 0 $ 17,373,741.00 267
AME Alto Metals Limited 0.12 0 $ 45,681,803.40 253
MHC Manhattan Corp Ltd 0.026 0 $ 34,483,246.02 420
NAE New Age Exploration 0.014 0 $ 15,550,925.74 367
ERM Emmerson Resources 0.079 0 $ 38,145,456.05 -25
NSM Northstaw 0.49 0 $ 19,600,000.00 0
GML Gateway Mining 0.018 0 $ 34,238,088.65 0
SPQ Superior Resources 0.02 0 $ 23,160,598.12 256
CAZ Cazaly Resources 0.043 0 $ 15,133,560.48 69
PAK Pacific American Hld 0.026 0 $ 8,179,207.40 -17
PUA Peak Minerals Ltd 0.026 0 $ 14,240,210.30 64
GWR GWR Group Ltd 0.16 0 $ 43,684,728.32 78
FFX Firefinch Ltd 0.16 0 $ 127,059,745.48 103
VMC Venus Metals Cor Ltd 0.235 0 $ 35,503,490.51 38
TSC Twenty Seven Co. Ltd 0.007 0 $ 12,655,307.64 75
TRM Truscott Mining Corp 0.024 0 $ 2,950,597.06 200
TNR Torian Resources Ltd 0.032 0 $ 23,404,470.75 178
TMX Terrain Minerals 0.013 0 $ 9,401,093.12 225
TLM Talisman Mining 0.12 0 $ 22,395,406.20 14
SI6 Six Sigma Metals Ltd 0.01 0 $ 11,092,666.71 150
NPM Newpeak Metals 0.004 0 $ 17,460,650.04 14
MDI Middle Island Res 0.015 0 $ 41,585,714.66 200
MSR Manas Res Ltd 0.006 0 $ 15,858,974.93 100
LNY Laneway Res Ltd 0.007 0 $ 26,425,461.53 17
KGM Kalnorth Gold Ltd 0.013 0 $ 11,625,120.78 117
KAU Kaiser Reef 0.41 0 $ 10,957,250.41 0
DCX Discovex Res Ltd 0.006 0 $ 7,176,984.46 -25
CY5 Cygnus Gold Limited 0.18 0 $ 18,895,694.58 414
CGN Crater Gold Min Ltd 0.011 0 $ 13,502,454.54 -21
CDT Castle Minerals 0.013 0 $ 8,222,510.63 44
AAJ Aruma Resources Ltd 0.007 0 $ 11,125,897.33 75
AL8 Alderan Resource Ltd 0.105 0 $ 27,490,432.31 169
A1G African Gold Ltd. 0.16 0 $ 5,022,647.04 -14
KCN Kingsgate Consolid. 0.8 0 $ 180,980,752.00 90
TAM Tanami Gold NL 0.076 0 $ 89,307,375.50 81
G88 Golden Mile Res Ltd 0.059 0 $ 7,258,081.35 -11
RND Rand Mining Ltd 2.36 0 $ 141,950,401.00 -6
AAU Antilles Gold Ltd 0.045 0 $ 8,781,374.21 36
GSN Great Southern 0.085 0 $ 34,783,735.70 33
AGS Alliance Resources 0.205 0 $ 36,551,516.40 75
DTM Dart Mining NL 0.185 0 $ 16,231,884.28 91
NAG Nagambie Resources 0.052 0 $ 25,996,481.99 0
DRE Drednought Resources 0.025 0 $ 56,296,186.03 213
SMI Santana Minerals Ltd 0.23 0 $ 24,095,986.80 10
RDS Redstone Resources 0.014 0 $ 7,316,820.22 56
VRC Volt Resources Ltd 0.01 0 $ 21,173,735.55 -8
AVW Avira Resources Ltd 0.0105 0 $ 14,437,920.00 425
ARV Artemis Resources 0.135 0 $ 153,058,182.80 366
OKR Okapi Resources 0.2 0 $ 7,208,573.20 25
RMX Red Mount Min Ltd 0.015 0 $ 16,969,837.34 150
TMZ Thomson Res Ltd 0.076 0 $ 13,584,000.98 198
DTR Dateline Resources 0.002 0 $ 16,420,156.15 0
LCY Legacy Iron Ore 0.008 0 $ 49,977,908.14 173
LCY Legacy Iron Ore 0.008 0 $ 49,977,908.14 173
AYM Australia United Min 0.01 0 $ 18,425,774.85 900
ARN Aldoro Resources 0.125 0 $ 8,297,600.38 -7
XTC Xantippe Res Ltd 0.002 0 $ 8,149,128.80 0
CDV Cardinal Reso Ltd 1.04 0 $ 554,006,727.27 192
AZS Azure Minerals 0.525 1 $ 125,940,160.84 275
BNR Bulletin Res Ltd 0.081 1 $ 14,343,445.92 286
STN Saturn Metals 0.76 1 $ 81,348,382.50 127
TBR Tribune Res Ltd 7.16 2 $ 368,850,581.31 -4
CLA Celsius Resource Ltd 0.034 3 $ 25,747,196.67 143
VAN Vango Mining Ltd 0.088 4 $ 84,455,384.09 -50
ADN Andromeda Metals Ltd 0.19 4 $ 347,036,926.80 435
GBR Greatbould Resources 0.05 4 $ 9,026,868.96 -9
ONX Orminexltd 0.024 4 $ 12,399,349.86 -70
NWM Norwest Minerals 0.115 5 $ 8,791,316.49 -43
HWK Hawkstone Mng Ltd 0.0155 5 $ 16,627,307.86 21
RML Resolution Minerals 0.045 5 $ 12,017,315.69 -31
CXU Cauldron Energy Ltd 0.045 5 $ 19,263,979.02 150
STK Strickland Metals 0.11 5 $ 44,110,659.71 267
AQI Alicanto Min Ltd 0.15 7 $ 39,306,905.96 183
DDD 3D Resources Limited 0.0065 8 $ 21,692,232.55 333
THR Thor Mining PLC 0.022 10 $ 7,940,635.70 267
HXG Hexagon Energy 0.05 11 $ 13,159,502.87 -40
GTR Gti Resources 0.019 12 $ 10,914,305.97 73
MLS Metals Australia 0.002 33 $ 6,286,355.36 33
ANL Amani Gold Ltd 0.0015 50 $ 9,386,996.75 -40