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ISM 50 reinforces cautious outlook
Security Name:
Timken Co
Research
Analyst
Andreas Willi
Ben Uglow
Harry Braithwaite
Rory Smith
Stuart Pearson
Thomas Uglow
Yijun Tang
stock
ABB
Airbus SE
Alstom SA
Assa Abloy AB
Atlas Copco
Autos: The Big Picture
Autos: The Little Picture
BAE Systems
BMW AG
Boeing Co
BP plc
BYD Co Ltd
China
Daimler Truck Holding AG
Dassault Systemes
Defence
Eaton
Emerson
Epiroc
Estun Automation
FANUC Corp
Fastenal
Ferrari N.V.
GE Aerospace
GE Vernova
Global Aerospace & Defence
Global Autos
Global Industrials
Global Mining Equipment
Halma
Hexagon AB
Hubbell Inc
Ingersoll Rand
Inovance Technology
Kennametal Inc
Keyence Corporation
KION Group
Knorr Bremse
Legrand
Leonardo SpA
Melrose Industries
Mercedes-Benz Group AG
Mitsubishi Heavy Industries Ltd
MTU Aero Engines AG
PMI Playbook
Porsche AG
Renault SA
Rexel
Rheinmetall AG
Robotics & AI
Rockwell Automation
Rolls-Royce Holdings Plc
Saab AB
Safran
Sandvik
Schneider Electric
Siemens
Siemens Energy
SKF
Smiths Group Plc
Spectris Plc
Spirax Group Plc
Stellantis NV
Systems Integrator
Thales SA
The Cycle
Timken Co
TT Electronics
Unitree Robotics
US
Vertiv
Volkswagen AG
Volvo AB
Weir Group Plc
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Yijun Tang
2Q26 Thank you Europe for now
Stuart Pearson
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Harry Braithwaite
26Q2 Margin delivers top line lags
Yijun Tang
China OEMs Export Success Trade Battle Looming
Stuart Pearson
US oversupplied by Power by 20292030
Andreas Willi
World Robot Conference Humanoids in Industrials
Yijun Tang
USCanada Trade Deal Near
Stuart Pearson
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