The Vienna Stock Exchange connects Central European industrial and energy stocks with global commodity cycles. OMV, voestalpine and Verbund are key cyclical plays on Brent, steel and interest rates.
| # | Stock | Signal | Cycle return | Duration | Period |
|---|---|---|---|---|---|
| 1 | OMVOMV | Brent Crude | 24 mnd | 2020-04 → 2022-04 | |
| 2 | voestalpineVOE | Steel HRC | 18 mnd | 2020-04 → 2021-10 | |
| 3 | VerbundVER | EUR 10Y Rate | 24 mnd | 2020-01 → 2022-01 | |
| 4 | AndritzANDR | Global PMI | 18 mnd | 2020-04 → 2021-10 | |
| 5 | Erste GroupEBS | EUR 10Y Rate | 20 mnd | 2020-04 → 2021-12 | |
| 6 | Kapsch TrafficComKTCG | Global PMI | 15 mnd | 2020-05 → 2021-08 | |
| 7 | Mayr-MelnhofMMK | Global PMI | 14 mnd | 2020-04 → 2021-06 |