Their Time Has Come portfolio

Delta Air Lines reported a return to profitability in March after a quarterly report and outlined an optimistic earnings forecast over the next three months. Delta expects revenue to be between 93% and 97% of 2019 levels in the current quarter ending June. The company said consumer demand accelerated during the first three months of the year, as evidenced by strong March sales figures. The company reported a loss for the first quarter of $1.23 per share, below the median forecast of $1.26, according to analyst estimates. Revenue amounted to 8.16 billion dollars, while Wall Street estimated it at 8.12 billion dollars before the report.

Hyatt Hotels is a leading international hotel company. Hyatt's portfolio currently includes approximately 1,000 all-inclusive hotels and properties in nearly 70 countries on six continents. Hyatt posted net income of $120 million, well above the $161 million net loss reported in Q3 2020. Revenue grew by 113% year on year. The company said the travel industry is recovering amid the easing of pandemic-related travel restrictions and the reopening of borders. By 2023, the company intends to add 45 new hotels.

Las Vegas Sands is a leading international developer of mixed-use resorts, operating primarily in the US and Asia. Las Vegas Sands generates a significant portion of Macau's revenue. The company has invested more than $13 billion here since 2004. Las Vegas Sands announced that it will continue its $2.2 billion investment in Macau. Building on these investments, it aims to capitalize on the likely structural growth in Macau in the coming years. In 2022, Las Vegas Sands sales and earnings-per-share estimates suggest growth of 67% and 164.6%, respectively, from last year's levels.