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 | 12.12B | +8.33% | ||
| - | - | 145M | - | ||
| - | - | 6.4B | - | ||
| Consumer Cyclical | Sporting & Outdoor Goods | 673M | -32.43% | ||
| Consumer Cyclical | Bicycle Manufacturing | 8.94B | +1.42% | ||
| Consumer Cyclical | Motorcycles & Scooters | 7.22B | +2.76% | ||
| Consumer Cyclical | Other Recreational Products | 935M | -18.57% | ||
| Consumer Cyclical | Bicycle Manufacturing | 694M | -11.25% | ||
| Consumer Cyclical | Bicycle Manufacturing | 353M | -2.43% | ||
| Consumer Cyclical | Other Auto, Truck & Motorcycle Parts | 759M | +5.73% | ||
| Consumer Cyclical | Other Recreational Products | 12.59M | -2.02% | ||
| Consumer Cyclical | Sporting Goods Stores | 212M | -0.15% | ||
| Consumer Cyclical | Other Toys & Juvenile Products | 38.78M | +1.34% | ||
| - | - | 553M | - | ||
| - | - | 217M | - | ||
| Consumer Cyclical | Bicycle Manufacturing | 35.05M | +0.50% | ||
| Consumer Cyclical | Bicycle Manufacturing | 72.01M | -6.33% | ||
| Consumer Cyclical | Other Auto & Truck Manufacturers | 327M | -36.97% | ||
| Consumer Cyclical | Bicycle Manufacturing | 27.42M | -13.99% | ||
| Consumer Cyclical | Bicycle Manufacturing | 300M | -24.32% | ||
| Consumer Cyclical | Bicycle Manufacturing | 16M | +23.97% | ||
| Consumer Cyclical | Other Recreational Products | 6.74M | -5.05% | ||
| Consumer Cyclical | Bicycle Manufacturing | 46.08M | -25.67% | ||
| - | - | 379M | - | ||
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