Investment Themes
Several of the major players in the sector are listed on the stock exchange. The list includes companies exposed to the cycle theme. Some are well-known, others are only known through their sub-brands. We have, as much as possible, excluded companies that have only a small part of their activity in cycling. This is the case with tire companies like Michelin, Continental, Pirelli, Bridgestone and others. The list includes a lot of Asian companies. You will find below a brief presentation of each group: - Shimano: No need to present the Japanese group, whose modules have been omnipresent on bikes for a long time. Rear derailleurs, brakes, wheels... Shimano is everywhere, even in electric motors. - Yamaha Motor: Known for its motorcycles, the Japanese is also one of the two main global suppliers of electric bike in the world. - Giant Manufacturing: The Taiwanese is the world's leading bicycle manufacturer. The group started as a third-party manufacturer before launching its range in 1981. - Fox Factory: The company operates in motor sports, but it is hard to miss its well-known bicycles. - Merida: The other Taiwanese cycling star is Giant’s global runner-up. It owns a little less than half of the capital of the American brand called Specialized. - Vista Outdoor: The Minnesota-based company owns dozens of brands, some of which are very well known in the world of cycling: Giro and Bell helmets, Blackburn, Copilot or Raskullz accessories. It also specializes in hunting, but that's another story. - Accell: Back in Europe with the Dutch company, better known through its brands Lapierre, Haibike, Koga, Raleigh or Ghost (to name but a few), or its XLC accessories. - Dorel: the Canadian group is active in three domains, juvenile products, furniture and bicycles. The latter includes brands such as Cannondale, GT, Fabric and Guru. Please note that this is a broad list and not a selection of stocks: it's up to you to apply your criteria to find the best deals of the moment.
Our selection
| Consumer Cyclical | Other Auto, Truck & Motorcycle Parts | 11.7B | +4.15% | ||
| - | - | 145M | - | ||
| - | - | 6.22B | - | ||
| Consumer Cyclical | Sporting & Outdoor Goods | 670M | -32.43% | ||
| Consumer Cyclical | Bicycle Manufacturing | 8.46B | +1.97% | ||
| Consumer Cyclical | Motorcycles & Scooters | 7.38B | +2.11% | ||
| Consumer Cyclical | Other Recreational Products | 892M | -18.25% | ||
| Consumer Cyclical | Bicycle Manufacturing | 652M | -10.88% | ||
| Consumer Cyclical | Bicycle Manufacturing | 337M | -6.06% | ||
| Consumer Cyclical | Other Auto, Truck & Motorcycle Parts | 740M | +6.20% | ||
| Consumer Cyclical | Other Recreational Products | 12.57M | -2.02% | ||
| Consumer Cyclical | Sporting Goods Stores | 208M | -0.46% | ||
| Consumer Cyclical | Other Toys & Juvenile Products | 39.96M | +2.68% | ||
| - | - | 566M | - | ||
| - | - | 222M | - | ||
| Consumer Cyclical | Bicycle Manufacturing | 34.3M | +0.51% | ||
| Consumer Cyclical | Bicycle Manufacturing | 70.54M | -7.24% | ||
| Consumer Cyclical | Other Auto & Truck Manufacturers | 311M | -42.63% | ||
| Consumer Cyclical | Bicycle Manufacturing | 27.48M | -15.18% | ||
| Consumer Cyclical | Bicycle Manufacturing | 299M | -25.82% | ||
| Consumer Cyclical | Bicycle Manufacturing | 15.86M | +25.00% | ||
| Consumer Cyclical | Other Recreational Products | 6.66M | -5.54% | ||
| Consumer Cyclical | Bicycle Manufacturing | 46.24M | -25.17% | ||
| - | - | 373M | - | ||
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