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Atoms Bits Long '26: Superalloys (view performance)

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Bull / Bear Details has the investment thesis and bull/bear points. Overview is monitoring guidance (hiring, forums, second-order trends, search keywords, Google Trends, datasets).

Bull / Bear Details

The "Atoms Bits Long '26: Superalloys" thesis posits a capital rotation to physical materials due to AI-driven power demand and critical infrastructure needs. S

Thesis

The "Atoms Bits Long '26: Superalloys" thesis posits a capital rotation to physical materials due to AI-driven power demand and critical infrastructure needs. Surging demand from aerospace, defense, and energy, coupled with concentrated supply and high barriers, drives pricing power and re-rating potential for these essential "atoms." Bullish.

Bull case

  • Converging and accelerating demand from multiple secular trends, including robust commercial aerospace backlogs, increased global defense spending, and the exponential buildout of AI infrastructure driving industrial gas turbine demand, creates an unprecedented and sustained demand environment for superalloys and critical materials.

  • Highly concentrated supply chains, decades-long qualification cycles, and significant technical barriers to entry for specialized materials create structural undersupply. This enables strong pricing power for key producers, leading to margin expansion, further exacerbated by geopolitical actions like China's export controls on critical minerals.

  • Increasing geopolitical tensions and national security concerns are driving Western governments to prioritize domestic and allied supply chains for critical materials. This offers policy support, grants, and a strategic premium for producers in qualifying countries, as seen with new EU trade defense measures and Brazilian import duties.

Bear case

  • Despite long-term structural tailwinds, some end markets remain susceptible to cyclical downturns or company-specific issues (e.g., OEM production problems, cautious ordering patterns from structural aerospace customers, or softness in medical/oil & gas). This can lead to temporary earnings troughs, destocking cycles, and revenue volatility.

  • The production of many "atoms" is highly energy-intensive. The surging demand for electricity from AI data centers, while a demand driver for some, also creates competition for power resources, potentially driving up energy costs or constraining domestic production capacity for critical materials, impacting profitability.

  • The market may underprice the long-term structural shifts, leading to commodity-like valuations for some constituents despite strategic importance. Furthermore, execution risks in expanding capacity or integrating acquisitions, coupled with lengthy qualification processes for new facilities, can delay revenue conversion and impact near-term financial performance.

LLM_Approved · Updated 2026-09-05

Overview

Hiring Trend Watchpoints

High-performing operators in this theme are actively expanding their workforce to meet surging demand and new capacity. Watch for increased job postings in specialized manufacturing roles (e.g., machinists, welders, metallurgists, production line operators), advanced engineering (materials science, aerospace, process engineers, manufacturing engineers), and supply chain management. Geographic focus will likely be around existing and new production facilities, such as Carpenter Technology's brownfield expansion, Howmet's new plants (e.g., Japan, Europe, Virginia), and ATI's Mexico facility. Confirmation of theme execution would be sustained growth in job postings for these critical production and engineering roles, indicating successful capacity ramp-ups and conversion of backlog. Deterioration would be a plateau or decline in these specialized postings, or a significant shift towards administrative/support roles, suggesting demand softening, delays in expansion, or increased automation substitution without corresponding growth.

Forum Watchlist

  • subreddit — r/aerospacehigh

    Aerospace industry discussions, OEM production updates (Boeing, Airbus), and demand for specialized materials, particularly for next-gen engines and airframes.

  • subreddit — r/materials_sciencemedium

    Discussions on new alloy developments, processing technologies, and applications of superalloys, titanium, and other high-performance metals.

  • industry_forum — Aviation Week Forumshigh

    Professional discussions on aerospace manufacturing, supply chain bottlenecks, and material procurement challenges.

  • industry_forum — Metal Bulletin Forummedium

    Discussions on commodity prices (nickel, tungsten, titanium), trade policies, and supply chain disruptions in specialty metals.

  • subreddit — r/defenseindustrymedium

    Discussions on defense spending, new program developments, and demand for advanced materials in military applications.

Industry Publications

  • Aviation Week Network (aviationweek.com) — Provides comprehensive, in-depth analysis of commercial and defense aerospace markets, including manufacturing, technology, and materials innovation, directly impacting superalloy demand.
  • FlightGlobal (flightglobal.com) — Covers major aircraft production rates, commercial aerospace market trends, and supplier contracts, signaling demand for specialized materials like superalloys.
  • S&P Global Platts Metals (spglobal.com/platts/metals) — Essential for tracking commodity prices (nickel, titanium, tungsten), trade policies, and supply chain dynamics for critical industrial materials.
  • Aerospace Manufacturing and Design (aerospacemanufacturinganddesign.com) — Focuses on the technical aspects of aerospace component manufacturing, materials science, and advanced processing relevant to superalloys.
  • Metal Bulletin (Fastmarkets) (fastmarkets.com) — Offers critical insights into global metals markets, including specialty alloys, pricing trends, and supply chain bottlenecks for key 'atoms'.

Second Order Trends

The deepening impact of AI on traditional heavy industry is creating new demand vectors for specialized materials, particularly for high-performance computing components, advanced cooling systems, and industrial gas turbines to power data centers. This is exacerbating existing energy bottlenecks and driving competition for power resources. Concurrently, geopolitical tensions are intensifying the focus on supply chain resilience and domestic/allied sourcing for critical minerals and advanced materials, leading to policy support and strategic premiums for producers in qualifying countries. Another emerging trend is the increasing demand from the semiconductor industry for high-performance metallic materials, as seen with Carpenter Technology, indicating a broadening application base beyond traditional aerospace and defense.

Search Keywords Brand Product

  • superalloys
  • high-performance alloys
  • titanium alloys
  • nickel superalloys
  • aerospace materials
  • defense materials
  • industrial gas turbine components
  • tungsten carbide
  • specialty steels
  • electrical steel
  • advanced materials
  • jet engine materials
  • naval nuclear materials
  • missile defense alloys
  • aerospace fasteners

Search Keywords Policy Regulatory

  • China export controls critical minerals
  • EU Carbon Border Adjustment Mechanism
  • CBAM stainless steel
  • US critical minerals strategy
  • defense supply chain resilience
  • Section 232 tariffs
  • ITAR regulations aerospace
  • domestic manufacturing incentives

Search Keywords Event Phrases

  • Boeing 737 production rates
  • Airbus A320 production rates
  • Paris Air Show
  • Farnborough Airshow
  • IMTS 2026
  • Haynes International acquisition integration
  • NAS cold rolling mill ramp-up
  • ATI Mexico facility qualification
  • ATI EB2 furnace ramp-up

Google Trend Product Category Intent

• superalloy demand • titanium alloy price • nickel superalloy market • aerospace material supply • industrial gas turbine demand • critical materials shortage • high-performance metals

Google Trend Consumer Intent

• AI data center power demand • defense industry growth • electric vehicle battery materials • sustainable manufacturing trends • global supply chain issues

Google Trend Macro Policy Terms

• critical mineral policy • trade protectionism metals • carbon border adjustment mechanism • domestic sourcing initiatives • aerospace defense spending

Economic Data Watch

1. Stockholm International Peace Research Institute (SIPRI), IHS Markit, Jane's by S&P Global — Military Expenditure Database, Market Research Firms

Metric/field Global Aerospace & Defense Spending (USD billions)

Cadence Annually (SIPRI), Monthly/Quarterly (Market Research Firms)

Why it matters Increasing spending indicates robust demand for advanced materials in military and commercial aerospace, supporting the bullish outlook for superalloys and specialty metals.

Signal to watch Sustained increase in spending

Confidence: high

2. Gartner, IDC, Synergy Research Group, Dell'Oro Group — Data Center Capital Expenditure Reports

Metric/field Global Data Center Capital Expenditure (USD billions)

Cadence Quarterly/Annually

Why it matters Rising CapEx signals strong demand for power infrastructure, advanced cooling, and AI-specific materials, directly benefiting electrical steel and superalloys for turbines.

Signal to watch Accelerating growth in CapEx

Confidence: high

3. Fastmarkets, S&P Global Commodity Insights, Metals-API — Commodity Price Indices and Reports

Metric/field Critical Industrial Materials Price Index (weighted average of Tungsten, Titanium, Nickel, High-Purity Aluminum)

Cadence Weekly/Monthly

Why it matters Sustained price increases and tight supply indicate strong demand and supply chain bottlenecks for key 'atoms,' validating the investment thesis around pricing power for producers.

Signal to watch Consistent upward trend in the index

Confidence: high

4. Boeing, Airbus, FlightGlobal, Aviation Week — Commercial Aircraft Delivery Reports

Metric/field Boeing 737 and Airbus A320 Family Commercial Aircraft Production Rates (units per month)

Cadence Monthly/Quarterly

Why it matters Directly indicates the volume demand for aerospace-grade superalloys and specialty metals, signaling strengthening or weakening of a key end market.

Signal to watch Increasing production rates and firming order backlogs

Confidence: high

5. Federal Reserve Board (FRED) — Industrial Production and Capacity Utilization

Metric/field Industrial Production Index: Manufacturing, Durable Goods (Index, SA)

Cadence Monthly

Why it matters Provides a broad indicator of manufacturing activity and demand for industrial materials, impacting general industrial and some specialty end markets for superalloys.

Signal to watch Sustained growth in durable goods manufacturing

Confidence: medium

Free Alt Data Watch

1. Google Trends — Web Search Interest Data

Metric/field Google Trends Search Interest: 'Superalloy demand forecast' (relative index)

Cadence Weekly

Why it matters Indicates public and industry interest in the future demand for superalloys, a core material for the theme.

Signal to watch Increasing search interest

Confidence: medium

2. Reddit (via public API or scraping) — Subreddit Activity Data

Metric/field r/aerospace subreddit: Daily posts and comments volume, sentiment analysis

Cadence Daily

Why it matters Offers real-time qualitative insights into aerospace industry discussions, OEM production updates, and demand for specialized materials, which are key drivers for superalloys.

Signal to watch Increased positive discussion volume around production ramp-ups or new programs

Confidence: medium

3. FlightGlobal.com, Aviation Week Network — Industry News Articles

Metric/field Number of news articles mentioning 'superalloy' or 'aerospace materials' (daily count)

Cadence Daily

Why it matters Provides real-time updates on aerospace manufacturing, technology, defense programs, and materials innovation, directly impacting demand for superalloys.

Signal to watch Increasing frequency of positive news on new programs, capacity, or demand

Confidence: high

4. Eurostat — EU External Trade Statistics

Metric/field EU Stainless Steel Import Volume (tonnes) and Value (EUR) by country of origin

Cadence Monthly

Why it matters Monitors the impact of EU trade safeguard duties on import levels, which directly affects domestic capacity utilization and pricing power for European stainless steel and alloy producers like Acerinox and Aperam.

Signal to watch Significant reduction in import volumes, especially from non-EU countries

Confidence: high

5. US Department of Commerce (International Trade Administration) — Steel Import Monitoring and Analysis (SIMA) Data

Metric/field US Steel Import and Export Volume (tonnes) and Value (USD) by product type and country

Cadence Monthly

Why it matters Tracks trade flows for steel and specialty metals in the US market, impacting domestic pricing and demand for North American Stainless (NAS) and other producers.

Signal to watch Decreased imports and/or increased exports of specialty steels and alloys

Confidence: high

Paid Alt Data Watch

1. Revelio Labs, LinkUp — Job Postings Data

Metric/field Howmet Aerospace (HWM) total active job postings (filtered for Manufacturing & Engineering roles)

Cadence Weekly

Why it matters Provides insights into HWM's hiring trends, indicating potential capacity expansion, R&D focus, or demand for specific skill sets, especially for specialized manufacturing.

Signal to watch Sustained increase in job postings for specialized roles

Confidence: high

2. Thinknum — Job Posting Data

Metric/field ATI Inc. Total Job Postings (filtered for Manufacturing & Engineering roles, specifically in Mexico or related to titanium production)

Cadence Weekly

Why it matters Indicates ATI's hiring activity and investment in expanding capacity or R&D, particularly for specialized roles related to new facility ramp-ups (Mexico plant, EB2 furnace).

Signal to watch Increasing job postings for these specific roles, signaling successful ramp-up

Confidence: high

3. S&P Global Platts — Commodity Price Assessments and Market Reports

Metric/field S&P Global Platts: Spot prices and reported lead times for Nickel, Titanium, and Tungsten (specific grades/forms relevant to superalloys)

Cadence Daily/Weekly

Why it matters Provides direct, real-time insights into raw material costs, supply tightness, and pricing power for superalloy producers, validating the 'atoms' thesis.

Signal to watch Sustained price increases and extending lead times

Confidence: high

4. Ascend by Cirium — Commercial Aircraft Fleet and Production Data

Metric/field Ascend by Cirium: Commercial aircraft fleet growth, new aircraft deliveries by OEM and model, installed engine base by type, and 5-year production forecasts

Cadence Monthly/Quarterly

Why it matters Offers granular data on the commercial aerospace market, a primary end-market for superalloys, allowing for precise tracking of demand drivers for ATI, HWM, and CRS.

Signal to watch Upward revisions to production forecasts and increasing fleet utilization

Confidence: high

5. AeroDynamic Advisory, ICF International — Aerospace Market Forecasts and Consulting Reports

Metric/field Commercial and Defense Aerospace Market Forecasts (e.g., MRO spending, OEM build rate projections, new program outlooks)

Cadence Quarterly/Annually (with interim updates)

Why it matters Provides expert, forward-looking analysis of the aerospace market, which is crucial for understanding long-term demand trends for superalloys and specialty components.

Signal to watch Upward revisions in long-term aerospace growth projections

Confidence: high

LLM_Approved · Updated 2026-09-05

Key Metrics3 rows
MetricCadenceWhat It SignalsUpdate Source
Global Aerospace & Defense Spending (USD billions)Annually (SIPRI), Monthly/Quarterly (Market Research Firms)Increasing spending indicates robust demand for advanced materials in military and commercial aerospace, supporting the bullish outlook for superalloys.LLM_Approved
Global Data Center Capital Expenditure (USD billions)Quarterly/AnnuallyRising CapEx signals strong demand for power infrastructure, advanced cooling, and AI-specific materials, directly benefiting superalloys for turbines.LLM_Approved
Critical Industrial Materials Price Index (weighted average of key materials like Tungsten, Titanium, Nickel, High-Purity Aluminum)Weekly/MonthlySustained price increases and tight supply indicate strong demand and supply chain bottlenecks for key "atoms," validating the investment thesis around pricing power for producers.LLM_Approved

Stockholm International Peace Research Institute (SIPRI) Military Expenditure Database, IHS Markit, Jane's by S&P Global. · Updated 2026-09-05

Upcoming Catalysts16 rows
CatalystEstimated TimingEstimated Date StartEstimated Date EndWhy It MattersTicker Or Theme SpecificSource TypesContributing TickersMention CountBridge Mention CountBase ScoreTheme Base ScoreSource WeightSpecificity WeightMacro BridgeMacro Bridge MultiplierTheme Importance ScoreTheme ScoreManual OverrideDate AggregatedCatalyst SourceCatalyst IDTranscript DateSource Type
Sustained and accelerating demand for Industrial Gas Turbines (IGT) driven by the exponential build-out of AI data centers, with turbine orders expected to peak in 2026.Ongoing through year-end 2026 and into 20272026-09-052027-12-31The massive increase in electricity demand from AI data centers is fueling extraordinary growth in the IGT market, creating significant demand for superalloys and advanced materials. This provides a strong, secular tailwind for companies supplying components for power generation.Themetheme_composerHWM, ATI, CRS310.00410.43171.180.85Regulatory/Policy1.3558.44940.5592False2026-09-05Theme composer
A potential recovery in demand from the oil and gas and chemical process industries, which are significant markets for Acerinox's VDM business within the HPA division.probably in the first semester, especially for oil and gas and CPI, we do not see now any recovery. So if it comes, it should be more in the second semester.2026-07-012026-12-31A rebound in these sectors would boost order books and profitability for the HPA division, diversifying its revenue streams and reducing reliance on the aerospace sector.Themeearnings_transcriptACX.MC110.00010.00091.250.92Regulatory/Policy, Economic1.6880.17180.0266False2026-03-16Theme aggregation
Continued recovery and strong performance of the aerospace industry, driving profitability for Acerinox's High-Performance Alloys (HPA) division, particularly Haynes.for the 2026, clearly, this is a sector which is going to drive the profitability mostly of Haynes2026-01-012026-12-31The aerospace sector is a higher-margin segment for HPA, and its recovery is crucial for offsetting weaknesses in other areas and validating the strategic Haynes acquisition, contributing to overall HPA EBITDA growth.Themeearnings_transcriptACX.MC110.00010.00091.250.92Regulatory/Policy1.350.13740.0194False2026-03-16Theme aggregation
Clarification of rules and benchmarks for the Carbon Border Adjustment Mechanism (CBAM) and its full impact on stainless steel prices in Europe.will start being implemented in 1st of January, still with a lot of uncertainties, a lot of unclear rules2026-01-012026-12-31CBAM aims to prevent the lack of competitiveness of the European industry due to CO2 emissions and help avoid circumvention, potentially influencing import levels and supporting European prices, but its exact impact is still unclear.Themeearnings_transcriptACX.MC110.00010.00091.250.921.00.10180.012False2026-03-16Theme aggregation
Resolution of ongoing negotiations in South Africa regarding better electricity prices for electro-intensive industries and/or an export tax on chrome ore.some negotiations between the ferrochrome producers... and the government2026-02-272027-02-27A favorable outcome would enhance the competitiveness of Columbus Stainless by potentially reducing energy costs and supporting the local ferrochrome industry, which supplies Acerinox's operations.Tickerearnings_transcriptACX.MC110.00010.00071.250.921.00.08410.01False2026-03-16Theme aggregation
A potential recovery in demand from the oil and gas and chemical process industries, which are significant markets for Acerinox's VDM business within the HPA division.probably in the first semester, especially for oil and gas and CPI, we do not see now any recovery. So if it comes, it should be more in the second semester.2026-07-012026-12-31A rebound in these sectors would boost order books and profitability for the HPA division, diversifying its revenue streams and reducing reliance on the aerospace sector.TickerACX.MC (ticker)ACX.MC_cd1ff95c2025-10-31earnings_transcript
Resolution of ongoing negotiations in South Africa regarding better electricity prices for electro-intensive industries and/or an export tax on chrome ore.some negotiations between the ferrochrome producers... and the government2026-02-272027-02-27A favorable outcome would enhance the competitiveness of Columbus Stainless by potentially reducing energy costs and supporting the local ferrochrome industry, which supplies Acerinox's operations.TickerACX.MC (ticker)ACX.MC_433000c42025-10-31earnings_transcript
Carpenter Technology reporting total operating income for Q1 FY2027 between $195 million and $200 million.first quarter of fiscal year 20272026-07-012026-09-30This represents the company's overall profitability for the upcoming quarter, indicating a strong start to the fiscal year and validating management's positive outlook.TickerCRS (ticker)CRS_a37757d42026-07-30earnings_transcript
SAO segment reporting Q1 FY2027 operating income in the range of $218 million to $222 million.first quarter of fiscal year 20272026-07-012026-09-30This indicates continued strong operational performance and margin expansion in the largest segment, which is a key driver of the company's overall profitability.TickerCRS (ticker)CRS_5b3d61f02026-07-30earnings_transcript
PEP segment reporting Q1 FY2027 operating income between $6 million and $7 million.upcoming first quarter2026-07-012026-09-30This provides insight into the performance of the smaller Performance Engineered Products segment, contributing to the company's overall profitability.TickerCRS (ticker)CRS_06567e982026-07-30earnings_transcript
Continued acceleration of commercial aerospace OEM production rates, with Boeing targeting 52-53 737 MAX aircraft per month by year-end 2026 and Airbus aiming for 70-75 A320 family aircraft per month by end of 2027.Q4 2026 through 20272026-10-012027-12-31This directly drives demand for high-performance superalloys and specialty metals used in jet engines and airframes, benefiting multiple theme constituents as they supply critical components for these programs. The ramp-up is crucial for sustained volume growth across the aerospace supply chain.Themetheme_composerHWM, ATI, CRS320.00390.43171.180.85Economic1.2554.11980.4902False2026-09-05Theme composer
Publication of Q3 2026 CBAM certificate prices and ongoing assessment of the impact of new EU stainless steel safeguard measures, which became effective July 1, 2026.Early October 2026 for CBAM prices; ongoing for safeguard impact2026-10-012026-10-31The definitive phase of the Carbon Border Adjustment Mechanism (CBAM) and the new safeguard measures are designed to protect European steel producers by reducing import volumes and increasing tariffs. This is expected to improve pricing power and capacity utilization for European theme constituents.Themetheme_composerAPAM.AS, ACX.MC210.00020.20191.181.05Regulatory/Policy1.3533.77410.0335False2026-09-05Theme composer
Aperam's Alloys & Specialties segment achieving an annualized EBITDA run rate above EUR 160 million.by the end of the year of 20262026-10-012026-12-31This milestone indicates successful integration of Universal and strong performance in high-value segments, significantly boosting overall company profitability and validating strategic diversification.TickerAPAM.AS (ticker)APAM.AS_7dcfb6ef2026-02-06earnings_transcript
Q3 2026 earnings reports from key constituent companies, providing updates on demand trends, capacity ramp-ups, and financial performance.Late October / Early November 20262026-10-222026-11-08These earnings calls will offer crucial insights into the operational execution and financial impact of the broader theme catalysts, such as aerospace production rates and IGT demand. Management commentary and guidance will be key indicators of sustained growth and profitability.Themetheme_composerHWM, ATI, CRS320.00390.43171.181.05Economic1.2566.85390.6055False2026-09-05Theme composer
Enforcement of China's expanded rare earth export controls with extraterritorial provisions, and continued impact of new rules for state-traded tungsten exports.November 2026 for rare earth controls; ongoing for tungsten2026-11-012026-11-30China's tightening export controls on critical minerals like tungsten and rare earths create supply scarcity and increase pricing power for non-Chinese producers. This structural shift in global supply chains benefits companies with diversified sourcing and domestic production capabilities.Themetheme_composerKMT (theme thesis mentions Kennametal as key beneficiary of tungsten)110.0120.1151.181.05Regulatory/Policy1.3519.23552.0072False2026-09-05Theme composer
Cutover to new technology blade for LEAP-1B engines.first quarter of 20272027-01-012027-03-31This transition to a more robust solution will drive both original equipment build and aftermarket retrofit demand, boosting revenue for the Engine Products segment.TickerHWM (ticker)HWM_bd88ea0f2026-08-06earnings_transcript

LLM_Approved · Updated 2026-09-05

Notes2 rows

The transcript details the macro shift from 'bits' to 'atoms,' driven by AI disruption in software and increasing demand for physical infrastructure. For tungst

DateTypeCommentDetailSentimentTickers
2026-03-02group_thesisThis transcript reinforces the "Atoms Bits Long '26" theme, highlighting critical supply shortages and surging demand for tungsten and superalloys. Tungsten (Kennametal) benefits from Chinese export controls and defense/AI-driven needs, with prices skyrocketing. Superalloys (ATI, Acerinox) are crucial for aerospace, defense, and data center turbines, experiencing strong growth and favorable market conditions. Both exhibit high moats and pricing power as capital shifts to physical assets.

The transcript details the macro shift from 'bits' to 'atoms,' driven by AI disruption in software and increasing demand for physical infrastructure. For tungsten, it highlights a supply crisis due to Chinese export controls and accelerating demand from aerospace, defense, and grid. Kennametal (KMT US) is identified as a key beneficiary due to its vertical integration and pricing power, with recent earnings confirming strong performance. For superalloys, the transcript emphasizes their critical role in jet engines, turbines, space, and nuclear reactors, benefiting from cyclical aerospace recovery, secular defense spending, and surging gas turbine orders for data centers. ATI Inc (ATI US) is highlighted for its nickel superalloy capacity expansion, energy inflection, and defense exposure, with recent reports indicating strong stock performance and positive analyst sentiment. Acerinox (ACX SM) is also mentioned for its acquisition of Haynes, positioning it as a significant Western nickel superalloy producer. The overall sentiment is that these materials, protected by high moats and multi-year qualification cycles, will see significant re-rating as demand from multiple sectors converges.

BullishKMT US, ATI US, ACX SM
2026-09-05theme_refreshThe Superalloys theme is strongly validated by HWM's 'extraordinary demand' from AI data centers driving IGT growth and significant capacity investments. ATI's record backlog and sole-source positions for next-gen jet engine superalloys highlight critical supply and pricing power. CRS achieved record profitability and expanding margins from accelerating aerospace/defense and new semiconductor demand. All constituents are investing heavily, confirming persistent structural undersupply.

Market Commentary

BullishHWM, ATI, CRS

LLM_Approved · Updated 2026-09-05

Constituents

  • ACX.MCT3
    — Acerinox, S.A.
  • APAM.AST3
    — Aperam S.A.
  • ATIT3
    — ATI Inc.
  • CRST3
    — Carpenter Technology Corporation
  • DPCT3
    — DPC Holdings Ltd.
  • HWMT3
    — Howmet Aerospace Inc.
  • 300034.SHET3
    · no notes yet
  • 300855.SHET3
    · no notes yet
  • 301522.SHET3
    · no notes yet
  • 5471.TT3
    · no notes yet
  • 600399.SHGT3
    · no notes yet
  • 688122.SHGT3
    · no notes yet
  • 688231.SHGT3
    · no notes yet
  • MIDHANI.NST3
    · no notes yet