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.

Inox Wind

Market Cap: ₹243.9b

Engages in the manufacture and sale of wind turbine generators and components for independent power producers, utilities, public sector undertakings, businesses, and private investors in India.

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.

Chengdu RML Technology

Market Cap: CN¥11.5b

Engages in the research, development, manufacturing, testing, and sale of millimeter-wave microsystems.

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.

HuBei NengTer TechnologyLtd

Market Cap: CN¥9.6b

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

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.

DL E&CLtd

Market Cap: ₩1.7t

A construction company, provides engineering, procurement, and construction solutions in South Korea.

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.