Global Capital Goods Top Stock Picks from Analysts

Power Construction Corporation of China

Market Cap: CN¥95.1b

Offers engineering contracting services in the People's Republic of China and internationally.

QXO

Market Cap: US$13.0b

Distributes roofing, waterproofing, and other building products in the United States.

Koç Holding

Market Cap: ₺453.7b

Through its subsidiaries, engages in the energy, automotive, consumer durables, finance, and other businesses in Turkey and internationally.

China National Chemical Engineering

Market Cap: CN¥44.8b

An industrial engineering company, engages in the general contracting of construction, infrastructure, and overseas projects in the fields of chemical, petrochemical, pharmaceutical, power, and coal industries in China.

IMCD

Market Cap: €5.2b

Distributes, markets, and sells specialty chemicals and ingredients in the Netherlands, rest of Europe, the Middle East, Africa, North America, South America, and the Asia-Pacific.

Ayala

Market Cap: ₱306.9b

Engages in the real estate and hotel businesses in the Philippines, Europe, Asia, and the United States.

Hyundai Engineering & ConstructionLtd

Market Cap: ₩6.3t

Hyundai Engineering & Construction Co.,Ltd.

CSSC Offshore & Marine Engineering (Group)

Market Cap: HK$32.1b

Manufactures and sells marine and defense equipment in the People’s Republic of China, other regions in Asia, Europe, Oceania, North America, South America, and Africa.

WillScot Holdings

Market Cap: US$3.9b

Provides turnkey temporary space solutions in the United States, Canada, and Mexico.

Jiangsu Zenergy Battery Technologies Group

Market Cap: HK$27.5b

Jiangsu Zenergy Battery Technologies Group Co., Ltd.

AVIC Heavy Machinery

Market Cap: CN¥24.8b

Engages in forging, casting, hydraulic environmental and other business in China.

Azelis Group

Market Cap: €2.7b

Engages in the distribution and sale of specialty chemicals and food ingredients.

Voltronic Power Technology

Market Cap: NT$82.6b

Manufactures and sells uninterruptible power systems (UPS) in Taiwan and China.

Astor Enerji

Market Cap: ₺104.7b

Manufactures and sales transformers and switching products.

Wuxi Huaguang Environment & Energy GroupLtd

Market Cap: CN¥14.7b

Wuxi Huaguang Environment & Energy Group Co.,Ltd.

Enovix

Market Cap: US$2.0b

Designs, develops, and manufactures lithium-ion battery cells in the United States and internationally.

Cadeler

Market Cap: NOK 18.1b

Engages in offshore wind farm installation, operations, and maintenance services in Denmark.

Voyager Technologies

Market Cap: US$1.8b

Operates as a defense technology and space solutions company in the United States, Europe, the Middle East, and internationally.

Storskogen Group

Market Cap: SEK 15.8b

Owns and develops small and medium-sized businesses operating in trade, industry, and services business areas.

Dürr

Market Cap: €1.4b

Operates as a mechanical and plant engineering company worldwide.

AG Anadolu Grubu Holding

Market Cap: ₺65.3b

Engages in the beer, soft drinks, automotive, and other businesses in Turkey and internationally.

Redwire

Market Cap: US$1.5b

Provides critical space solutions and space infrastructure for government and commercial customers in the United States, Europe, and internationally.

Gulermak Aglr Sanayi Insaat ve Taahhut

Market Cap: ₺59.2b

Gulermak Aglr Sanayi Insaat ve Taahhut A.S.

Eve Holding

Market Cap: US$1.4b

Develops urban air mobility solutions in the United States.

Arctech Solar Holding

Market Cap: CN¥9.9b

Manufactures and supplies solar trackers, fixed-tilt structures, cleaning robots, and energy storage solutions worldwide.

HuBei NengTer TechnologyLtd

Market Cap: CN¥9.6b

Operates an ecommerce platform for the supply chain of plastic raw materials in China.

Shandong Hi-Speed Road&Bridge Group

Market Cap: CN¥9.3b

Shandong Hi-Speed Road&Bridge Group Co., Ltd.

Beijing Beimo High-tech Frictional MaterialLtd

Market Cap: CN¥8.6b

Engages in the research and development, production, and sale of brake products for military aircraft and ground equipment.

Kuo. de

Market Cap: Mex$21.6b

Manufactures and sells consumer products, plastics and chemical products, and transmissions and auto parts in Mexico, the United States, Spain, Belgium, and China.

PNE

Market Cap: €983.6m

Engages in the planning, construction, and operation of wind farms and transformer stations in Germany and internationally.

Huitongda Network

Market Cap: HK$8.0b

An industrial internet company, provides digital technologies and supply chain capabilities in China.

HDC Hyundai Development

Market Cap: ₩1.3t

Operates as a financial real estate company, provides real estate services primarily in South Korea.

Alarko Holding

Market Cap: ₺37.1b

Engages in contracting, energy, industry and trade, tourism, land development, investment, and agriculture businesses in Turkey.

Hubei Wanrun New Energy TechnologyLtd

Market Cap: CN¥6.3b

Hubei Wanrun New Energy Technology Co.,Ltd.

James Halstead

Market Cap: UK£633.5m

Manufactures and supplies flooring products for commercial and domestic uses in the United Kingdom, rest of Europe, Scandinavia, Australasia, Asia, and internationally.

Renew Holdings

Market Cap: UK£627.7m

Provides engineering services in the United Kingdom.