Euronext Amsterdam hosts some of Europe's most valuable cyclical companies — from semiconductor equipment to steel, energy and chemicals.
| # | Company | Signal | Cycle return |
|---|---|---|---|
| 1 | BE SemiconductorBESI.AS | Semicon Capex | |
| 2 | ASM InternationalASMIY.AS | Logic Chip Capex | |
| 3 | SBM OffshoreSBMO.AS | Brent Crude | |
| 4 | OCI NitrogenOCI.AS | Urea + Gas | |
| 5 | BoskalisBOKA.AS | Offshore Wind FIDs |
| # | Stock | Signal | Cycle return | Duration | Period |
|---|---|---|---|---|---|
| 1 | ASMLASML | WFE Spend | 80 mnd | 2016-01 → 2022-09 | |
| 2 | ASM InternationalASM | WFE Spend | 36 mnd | 2019-01 → 2022-01 | |
| 3 | BE SemiconductorBESI | WFE Spend | 36 mnd | 2019-01 → 2022-01 | |
| 4 | ArcelorMittalMT | Steel HRC | 56 mnd | 2014-12 → 2019-08 | |
| 5 | OCI GlobalOCI | Urea Price | 30 mnd | 2020-03 → 2022-09 | |
| 6 | ShellSHEL | Brent Crude | 27 mnd | 2020-03 → 2022-06 | |
| 7 | SBM OffshoreSBMO | Brent Crude | 87 mnd | 2015-03 → 2022-06 | |
| 8 | StellantisSTLA | Global PMI | 13 mnd | 2015-10 → 2016-11 | |
| 9 | Akzo NobelAKZA | Global PMI | 13 mnd | 2015-10 → 2016-11 |
| # | Company | Signal | Return |
|---|---|---|---|
| 1 | ASMLASML.AS | Semicon Capex + AI | |
| 2 | ArcelorMittalMT.AS | Global HRC Steel | |
| 3 | StellantisSTLA.AS | Global Auto Production | |
| 4 | Akzo NobelAKZA.AS | PMI + Renovation |