Analyst: Logistics names to rally due to their role in vaccine rollout; E-commerce here to stay| ANC

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Market Edge: First Metro Securities' Royce Aguilar says any risk-on sentiment will be heavily hinged on the vaccine rollout. He notes companies are having a hard time to give earnings guidance amid uncertainties on direction hinged on the country's vaccine rollout and economic reopening. He sees logistics names rallying due to their important role in the vaccine rollout, while e-commerce is here to stay.

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