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
| - | - | 175M | - | ||
| Consumer Cyclical | Other Auto, Truck & Motorcycle Parts | 12.41B | +8.45% | ||
| Consumer Cyclical | Sporting & Outdoor Goods | 886M | -34.27% | ||
| - | - | 6.61B | - | ||
| Consumer Cyclical | Bicycle Manufacturing | 9.01B | -24.64% | ||
| Consumer Cyclical | Other Auto, Truck & Motorcycle Parts | 590M | -53.39% | ||
| Consumer Cyclical | Bicycle Manufacturing | 917M | -36.82% | ||
| Consumer Cyclical | Other Recreational Products | 12.56M | +6.15% | ||
| Consumer Cyclical | Motorcycles & Scooters | 6.92B | -20.58% | ||
| Consumer Cyclical | Other Recreational Products | 1.21B | -32.30% | ||
| Consumer Cyclical | Bicycle Manufacturing | 374M | -22.68% | ||
| Consumer Cyclical | Sporting Goods Stores | 225M | -12.20% | ||
| Consumer Cyclical | Other Toys & Juvenile Products | 48.25M | -53.98% | ||
| - | - | 730M | - | ||
| - | - | 398M | - | ||
| Consumer Cyclical | Bicycle Manufacturing | 41.31M | +51.70% | ||
| Consumer Cyclical | Bicycle Manufacturing | 62.73M | -26.84% | ||
| Consumer Cyclical | Bicycle Manufacturing | 85.82M | -13.72% | ||
| Consumer Cyclical | Other Auto & Truck Manufacturers | 520M | +6.40% | ||
| Consumer Cyclical | Bicycle Manufacturing | 35.02M | -26.22% | ||
| Consumer Cyclical | Bicycle Manufacturing | 379M | +46.49% | ||
| Consumer Cyclical | Bicycle Manufacturing | 13.47M | -27.29% | ||
| Consumer Cyclical | Other Recreational Products | 7.71M | +41.29% | ||
| - | - | 493M | - | ||
News of the components
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Calendar of the components
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Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
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- Investment Themes
- The world of cycling, engine of soft mobility
















