Home / Themes / Climate Adaptation '26: Americans Beating the Heat

Climate Adaptation '26: Americans Beating the Heat (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 'Americans Beating the Heat' theme benefits from secular demand for cooling, energy efficiency, and grid resilience, fueled by rising temperatures and robus

Thesis

The 'Americans Beating the Heat' theme benefits from secular demand for cooling, energy efficiency, and grid resilience, fueled by rising temperatures and robust AI/data center expansion. While residential cooling faces near-term macroeconomic headwinds and labor shortages, strong commercial and infrastructure tailwinds make the long-term outlook compelling.

Bull case

  • Accelerating Demand for Cooling & Thermal Management: Persistent global warming and more frequent heat waves are driving non-discretionary demand for residential, commercial, and industrial cooling solutions, intensifying the need for reliable thermal management across all sectors.

  • AI-Driven Data Center & Critical Infrastructure Build-Out: The exponential growth of AI and data centers creates massive, mission-critical demand for advanced cooling systems, electrical infrastructure, and backup power, evidenced by record backlogs for key constituents.

  • Energy Efficiency & Grid Resilience Investments: Regulatory mandates (e.g., A2L refrigerant transition), consumer demand for lower energy bills, and increasing grid instability are driving investments in more efficient HVAC systems, insulation, smart controls, and backup power solutions.

Bear case

  • Persistent Housing Market Headwinds & Consumer Discretionary Pressure: Elevated interest rates, low housing turnover, and affordability concerns continue to suppress new residential construction and big-ticket home improvement projects, impacting a broad segment of the theme.

  • Labor Shortages & Supply Chain Constraints: A chronic shortage of skilled labor (HVAC technicians, electricians, contractors) remains a significant 'pinch point' for project execution and revenue conversion, while scaling manufacturing capacity for complex systems could face new bottlenecks.

  • Valuation Concerns & Margin Pressures: Many constituents trade at premium valuations, which may not fully reflect modest growth outlooks in some segments or potential for margin normalization due to commodity price volatility, product mix shifts, and increased competition.

LLM_Approved · Updated 2026-07-22

Overview

No data for this section.

Key Metrics3 rows
MetricCadenceWhat It SignalsUpdate Source
U.S. Residential & Commercial HVAC Equipment Shipments (Units)MonthlyRising shipments indicate strong demand for cooling solutions in homes and businesses, supporting the theme's core premise of adapting to heat. Declining shipments suggest weaker consumer/commercial spending.LLM_Approved
Non-residential Construction Starts (Data Centers)MonthlyIncreasing starts signal a robust pipeline for specialized cooling and power solutions in critical infrastructure, validating the AI-driven growth tailwind. Declining trends suggest a slowdown.LLM_Approved
U.S. Major Power Outage Events (Frequency & Average Duration)Monthly/Quarterly (aggregated data)Increasing frequency or duration of outages indicates greater grid instability and higher demand for backup power solutions, validating the theme's resilience aspect. Decreasing trends suggest grid improvements.LLM_Approved

Air-Conditioning, Heating, and Refrigeration Institute (AHRI) · Updated 2026-07-22

Upcoming Catalysts46 rows
CatalystEstimated TimingEstimated Date StartEstimated Date EndWhy It MattersTicker Or Theme SpecificSource TypesContributing TickersMention CountBase ScoreSource WeightSpecificity WeightMacro BridgeMacro Bridge MultiplierTheme ScoreDate AggregatedManual OverrideBridge Mention CountTheme Base ScoreTheme Importance ScoreCatalyst SourceCatalyst IDTranscript DateSource Type
The Q2 2026 earnings season for key theme constituents will provide crucial updates on residential and commercial HVAC demand, data center project momentum, and consumer spending on home improvement and cooling solutions.Late July - August 20262026-07-232026-08-15Earnings calls offer direct insights into company performance, management outlooks, and commentary on macro trends like housing, interest rates, and extreme weather, providing a comprehensive read-through for the entire 'Americans Beating the Heat' theme.Themetheme_composerLOW, HD, FIX, POOL, WSO, GNRC, CARR, TT, LII, AAON, FERG, JCI, VST, NRG, 6367.T, 000333.SHE, 6690.HK190.00261.181.05Economic, Weather/Climate1.5250.49212026-07-22False13.6197683.9344Theme composer
Sustained high temperatures and increased frequency of heat waves across the United States will directly drive demand for cooling products, emergency repairs, and backup power solutions.Summer 2026 (July - September)2026-07-012026-09-30Extreme weather is a direct and immediate driver for many companies in this theme, boosting sales of cooling products, services, and related infrastructure. It also stresses the power grid, increasing demand for backup power.Themetheme_composerLII, HD, GNRC, VST, NRG, CARR, TT, WSO, FERG, GWW, POOL, HAYW, 000333.SHE, 6690.HK, JCI, LOW, OC170.00271.181.0Regulatory/Policy, Weather/Climate1.6470.51632026-07-22False13.2191625.6184Theme composer
The evolution of US housing market conditions, particularly changes in 30-year fixed mortgage rates and housing turnover rates, will significantly influence consumer willingness to undertake large discretionary home improvement projects and HVAC system replacements.H2 2026 and into 20272026-07-012027-03-31The housing market is a foundational driver for demand in home improvement retail, HVAC equipment, and related services. A sustained improvement would unlock significant pent-up demand, while continued headwinds would prolong pressure on sales.Themetheme_composerLOW, HD, WSO, FERG, POOL, LII, CARR, TT, OC90.00151.180.92Economic1.250.21032026-07-22False11.6126218.8233Theme composer
The ongoing impact of the A2L refrigerant transition continues to drive a replacement cycle for HVAC systems, potentially increasing demand for new, compliant equipment and parts due to higher replacement costs and efficiency mandates. Updates on refrigerant supply and pricing will be key.Ongoing through 2026 and beyond2026-01-012026-12-31This regulatory-driven catalyst affects a broad range of HVAC manufacturers and distributors, creating a sustained demand tailwind for new, more efficient systems. It impacts pricing, inventory management, and sales volumes across the industry.Themetheme_composerWSO, FERG, CARR, TT, LII, AAON, JCI, 6367.T80.00091.180.92Regulatory/Policy1.350.12812026-07-22False11.4067206.1607Theme composer
Accelerating AI data center build-out, including potential hyperscaler master supply agreement signings for Generac (GNRC) and continued strong backlog conversion for Comfort Systems USA (FIX), will validate robust demand for specialized power and cooling solutions.Q3 - Q4 20262026-07-012026-12-31These agreements and project conversions represent significant, long-term revenue streams for key theme constituents, confirming the massive demand from AI data centers for specialized power and cooling solutions. This is a high-growth, structural tailwind.Themetheme_composerGNRC, FIX, AAON, TT, JCI, FERG60.00061.180.921.00.06892026-07-22False11.0056109.1694Theme composer
Achievement of Ferguson's calendar year 2026 guidance, including low to mid-single-digit revenue growth and an operating margin range of 9.4% to 9.8%.calendar 20262026-01-012026-12-31Meeting or exceeding this guidance would validate management's strategy and operational execution, positively impacting investor sentiment and valuation. Missing it would have a negative impact.TickerFERG (ticker)FERG_5f70315e2026-02-24earnings_transcript
Ferguson's execution of a more active M&A year in 2026 compared to 2025, leveraging a healthy pipeline of bolt-on acquisitions.calendar '262026-01-012026-12-31Successful and increased M&A activity is crucial for Ferguson to achieve its long-term growth algorithm of 1% to 3% incremental annual growth and consolidate fragmented markets.TickerFERG (ticker)FERG_63038b6f2026-02-24earnings_transcript
Stabilization and eventual recovery of the residential end markets, including the alleviation of pressure in the HVAC segment as the industry navigates new efficiency standards.as we move throughout the year2026-03-012026-12-31Residential markets represent approximately half of Ferguson's revenue. A recovery would remove a significant headwind, contribute to overall revenue growth, and potentially allow the company to achieve the higher end of its 2026 guidance.TickerFERG (ticker)FERG_eae52a862026-02-24earnings_transcript
The extent and impact of gross margin normalization and potential compression in calendar year 2026, following outsized gains in 2025.next year2026-01-012026-12-31Gross margin directly impacts operating profit and the achievement of the 9.4% to 9.8% operating margin guidance. Greater-than-expected compression would be bearish, while stabilization or less compression would be bullish.TickerFERG (ticker)FERG_a628d1162026-02-24earnings_transcript
Addition of significant new orders from hyperscaler and co-locator customers to Generac's data center product backlog.over the next several quarters2026-04-012026-12-31This represents an inflection point for Generac's C&I business, providing further visibility and driving towards the goal of doubling C&I product sales in the coming years.TickerGNRC (ticker)GNRC_6d6be0822026-02-11earnings_transcript
Power outage activity in the U.S. returns to a longer-term baseline average.second half of the year2026-07-012026-12-31This macro factor is a key assumption for Generac's residential guidance, expected to drive healthy growth in home standby and portable generator sales, offsetting prior-year softness.ThemeGNRC (ticker)GNRC_b62e066c2026-02-11earnings_transcript
Initial sales ramp and market adoption of Generac's first Generac-branded microinverter, PowerMicro.full year2026-01-012026-12-31The success of this new product launch is expected to contribute to overall residential product sales growth for the full year, helping to offset declines in energy storage sales.TickerGNRC (ticker)GNRC_e6250c482026-02-11earnings_transcript
Execution of potential additional acquisitions, divestitures, or share repurchases by Generac.during the year2026-01-012026-12-31These strategic actions, not reflected in current guidance, could materially impact shareholder value, financial structure, and future growth trajectory.TickerGNRC (ticker)GNRC_a69254d72026-02-11earnings_transcript
Potential for additional hyperscaler orders in 2026 beyond Generac's current guidance.in 20262026-01-012026-12-31These potential orders represent significant upside to Generac's current 2026 guidance, driven by hyperscalers' urgent need for supply, and could further accelerate C&I growth.TickerGNRC (ticker)GNRC_2798725e2026-02-11earnings_transcript
Home Depot's fiscal 2026 performance versus guidance: management forecasted total sales growth ~2.5%–4.5%, comps flat to +2%, adjusted diluted EPS flat to +4%, gross margin ~33.1%, and adjusted operating margin ~12.8%–13%.fiscal 20262026-02-012027-01-31FY2026 relative to guidance will determine whether acquisition dilution (GMS/SRS), top-line share gains and pricing actions offset macro headwinds; better-than-expected execution would be bullish for revenue, margins and valuation while misses (weaker comps, margin shortfall) would pressure EPS and sentiment.TickerHD (ticker)HD_8e6a3dbd2026-02-24earnings_transcript
SRS / GMS integration and Pro expansion targets: management expects SRS organic sales to grow mid-single digits, plans ~40–50 new SRS locations and ~15 new Home Depot stores in fiscal 2026, and to capture cross-sell synergies between Home Depot, SRS and GMS.fiscal 20262026-02-012027-01-31Realized SRS/GMS growth and cross-sell execution will drive incremental sales and validate the 'Complex Pro' strategy; success would offset weak DIY demand and support higher revenue, whereas failure to scale cross-sell or slower branch openings would weaken the acquisition rationale and margins.TickerHD (ticker)HD_c27b64552026-02-24earnings_transcript
Rollout and scale-up of Pro-facing technology and capabilities (AI blueprint takeoffs, projects tool, expanded trade credit, handheld delivery devices, job-site preferences and order-management enhancements) across stores and B2B channels.in 20262026-02-252026-12-31These operational rollouts materially influence Pro conversion, average ticket and delivery reliability; faster/broader adoption would boost Pro sales and lifetime value (bull), while slower or flawed rollouts would hamper Pro penetration and ROI from prior investments (bear).TickerHD (ticker)HD_371818432026-02-24earnings_transcript
Actual storm activity / major hurricane landfalls in Home Depot core regions (Gulf Coast, Florida, Texas) during the 2026 hurricane season that would drive repair/rebuild demand.Atlantic hurricane season 2026 (management cited storm activity as a demand driver)2026-06-012026-11-30Above-normal storm activity would be an immediate sales and margin tailwind (roofing, generators, big-ticket repair/rebuild), while a continued absence of storms would remove an expected seasonal demand baseline and keep comps pressured.ThemeHD (ticker)HD_0b2bc7672026-02-24earnings_transcript
Movement in mortgage rates / housing affordability (management flagged mortgage rates and home prices as key demand drivers).ongoing through 2026 (market sensitivity called out by management)2026-02-252026-12-31A sustained decline in mortgage rates and/or moderating home prices that improve affordability would increase housing turnover and discretionary renovation spending (bull for comps and big-ticket growth); persistently high rates would prolong low turnover and pressure demand (bear).ThemeHD (ticker)HD_bc88a7512026-02-24earnings_transcript
Easing of mortgage rates below 6% and a subsequent recovery in housing turnover and new home construction.unclear when mortgage rates will ease, which will continue to exert pressure on existing home sales and new home construction2026-03-032026-12-31Lower mortgage rates could unlock pent-up demand for big-ticket discretionary DIY projects and housing transactions, positively impacting Lowe's sales and the broader home improvement market. Conversely, continued high rates would sustain pressure.ThemeLOW (ticker)LOW_9186ae282026-02-25earnings_transcript
Lowe's achieving its fiscal year 2026 sales guidance of $92 billion to $94 billion, comparable sales of flat to up 2%, operating margin of 11.2% to 11.4%, and adjusted diluted EPS of $12.25 to $12.75.fiscal 20262026-02-012027-01-31Meeting or exceeding guidance would signal successful execution of the Total Home strategy and PPI initiatives, positively impacting investor sentiment and valuation. Missing guidance could lead to negative sentiment.TickerLOW (ticker)LOW_b0c782722026-02-25earnings_transcript
Successful execution of Perpetual Productivity Improvement (PPI) initiatives, including Freight Flow 3.0 and full shelf replenishment, to achieve approximately $1 billion in productivity.again this year2026-02-012027-01-31Achieving this productivity target is crucial for offsetting cost pressures and investments, supporting operating margins and profitability in a challenging macro environment. Failure to deliver could pressure margins.TickerLOW (ticker)LOW_6595dab82026-02-25earnings_transcript
Successful integration of Foundation Building Materials (FBM) and Artisan Design Group (ADG), leading to captured cost synergies and effective cross-selling opportunities.As we start the year with these two companies, our integration efforts are on track2026-02-012027-01-31Successful integration and synergy realization are critical for these acquisitions to be accretive to adjusted EPS and contribute to the interior solutions platform, offsetting initial margin dilution. Delays or failures could negatively impact profitability and strategic goals.TickerLOW (ticker)LOW_585c49292026-02-25earnings_transcript
Customer demand and sales performance during Lowe's biggest selling season (spring), particularly for outdoor power equipment, grills, and patio products.Looking ahead to spring2026-03-012026-07-31Strong spring sales are crucial for Q1 and Q2 results, impacting full-year guidance. Given the tough winter, a rebound in outdoor projects could provide a significant boost.TickerLOW (ticker)LOW_2d67ec132026-02-25earnings_transcript
Further shifts or new policies in tariff rates by the government.The tariff policy is fluid. We're currently reviewing all the new rules like everyone else.2026-03-032026-12-31Changes in tariff policy can directly impact Lowe's product costs, pricing strategies, and ultimately, gross margins and profitability.TickerLOW (ticker)LOW_8aa1dffc2026-02-25earnings_transcript
Distribution and subsequent spending of approximately $50 billion in remaining tax refunds, particularly by higher-income consumers.over the next 3 to 4 months2026-05-202026-09-20Increased consumer spending from these refunds could provide a tailwind for Lowe's sales, especially in Q2 and potentially into Q3, contributing to overall comparable sales.ThemeLOW (ticker)LOW_ac14712a2026-05-20earnings_transcript
Success of Lowe's initiatives (e.g., PPI, adjusting contracts) to offset rising transportation and commodity costs.Q2... actively working to offset through productivity initiatives in the back half of the year2026-05-012026-12-31Effective mitigation is crucial to protect adjusted operating margins, which are expected to be pressured in Q2, and to achieve full-year profitability targets.TickerLOW (ticker)LOW_9423c28a2026-05-20earnings_transcript
Announcement or changes related to Section 301 tariffs.in the second half of the year, expecting new news as it relates to 3012026-07-012026-12-31Tariff changes can impact product costs, pricing strategies, and supply chain, potentially affecting gross margins and consumer demand for certain products.ThemeLOW (ticker)LOW_b8edb1942026-05-20earnings_transcript
Increased Home Equity Line of Credit (HELOC) activity by consumers.any potential HELOC activity that's unlocked2026-07-012027-05-20Unlocking HELOCs could provide consumers with funds for home improvement projects, boosting discretionary DIY spending and contributing to Lowe's sales growth.ThemeLOW (ticker)LOW_126bac0a2026-05-20earnings_transcript
Improvement in comparable transaction trends, particularly in repair and maintenance categories.as we look at the second half and expectations, we do expect transactions to continue to improve2026-07-012026-12-31An acceleration in transaction volume would signal broader customer engagement and contribute to overall comparable sales growth, shifting from a ticket-driven growth model.TickerLOW (ticker)LOW_13902dd02026-05-20earnings_transcript
Pool Corp's ability to moderate its operating expense growth rate as it leverages existing capacity and slows new investments.As we look at the rest of the year, throughout 20262026-04-232026-12-31Successful moderation of OpEx growth is crucial for achieving operating leverage and improving profitability, as guided by management. Failure to do so could negatively impact margins and earnings.TickerPOOL (ticker)POOL_dbc72eac2026-04-23earnings_transcript
The actual number of new pool units constructed in 2026 compared to management's expectation of around 58,000.expect 2026 will be close to that level [58,000]2026-01-012026-12-31While POOL's core business is maintenance, new pool units contribute to discretionary sales. A significant deviation from expectations could impact overall sales, discretionary spending trends, and investor sentiment.TickerPOOL (ticker)POOL_da335e292026-04-23earnings_transcript
The reduction of the incremental 1% pricing benefit from prior year's mid-season actions as year-over-year comparisons normalize.normalize in subsequent quarters when fully reflected in our year-over-year comparison2026-04-012026-09-30This normalization means a lower pricing tailwind for sales growth in Q2 and Q3, potentially impacting reported revenue growth if not offset by volume or new price increases.TickerPOOL (ticker)POOL_29de34062026-04-23earnings_transcript
Whether the observed moderation in chemical pricing leads to a significant negative impact on Pool Corp's consolidated net sales.continue to monitor market conditions2026-04-232026-12-31Chemicals are a key product category with strong volume growth. A material decline in chemical pricing could erode gross margins and overall sales, impacting profitability.TickerPOOL (ticker)POOL_5cd315c02026-04-23earnings_transcript
The extent to which Pool Corp. earns and records incremental incentive-based compensation, tied to operating income growth.throughout 20262026-04-232026-12-31Higher operating income growth would lead to increased incentive compensation expenses, potentially moderating the benefit from operating leverage. Conversely, lower growth would mean lower compensation expenses, impacting operating expenses and net income.TickerPOOL (ticker)POOL_1551b9a92026-04-23earnings_transcript
Shifts in consumer confidence and spending patterns, particularly for discretionary pool-related purchases like new construction, remodels, and certain equipment.as we move into the spring summer2026-04-232026-09-30Consumer discretionary demand remains a key macro dependency. A sustained improvement would be bullish for POOL's higher-margin discretionary segments, while a deterioration would be bearish.ThemePOOL (ticker)POOL_258cb1c72026-04-23earnings_transcript
The emergence of widespread or significant additional price increases from Pool Corp.'s vendors beyond the currently anticipated 1-2% for the full year.still kind of waiting to hear from if other vendors have reactions to what's going on in the market2026-04-232026-12-31Unexpected vendor price increases could raise Pool Corp.'s cost of goods, potentially compressing gross margins if the company cannot fully pass these costs through to customers, or impacting demand if prices become too high.TickerPOOL (ticker)POOL_d5ed781e2026-04-23earnings_transcript
Realization of the demand trajectory for the aftermarket add-on replacement HVAC market in 2026, as management hopes for normalization after a 6% decline in 2025.the season, balance of this year2026-04-012026-12-31A stronger-than-expected recovery or normalization in this market would be bullish for Watsco's unit volumes and sales, while continued weakness could negatively impact revenue and profitability.ThemeWSO (ticker)WSO_d4c3d0572026-02-17earnings_transcript
Achievement of incremental progress towards Watsco's long-term goal of 30% gross margins, driven by accelerating the use of pricing optimization tools and the new VCR initiative for non-equipment sales.over the next several years2026-01-012028-12-31Consistent margin expansion would be bullish for profitability and valuation, demonstrating the effectiveness of strategic initiatives. Failure to make progress could negatively impact investor sentiment.TickerWSO (ticker)WSO_04b69b092026-02-17earnings_transcript
Successful execution of Watsco's game plan to improve inventory turns from the low 3s (post-pandemic) to a target of 5x.over the next couple of years2026-01-012028-12-31Higher inventory turns would generate significant incremental free cash flow, which can be reinvested in the business or returned to shareholders, positively impacting valuation and financial flexibility.TickerWSO (ticker)WSO_b2770bc52026-02-17earnings_transcript
Realization of the overall industry sell-through volumes for HVAC equipment in 2026, as management acknowledges OEM forecasts (some down 0-15%) but states it's 'too early to tell' for their own business, hoping for normalization.this year, in 90 days (from Feb 17, 2026)2026-05-172026-12-31Stronger-than-expected industry demand would be bullish for Watsco's sales and market share, while weaker demand could negatively impact revenue and profitability.ThemeWSO (ticker)WSO_ae6f47ed2026-02-17earnings_transcript
The full impact of diminishing 410A refrigerant availability on HVAC system replacement dynamics, requiring contractors to replace both indoor and outdoor units with new A2L systems.near 0 today and will be at 0 soon, this coming year, next year, '272026-01-012027-12-31This shift could drive higher unit volumes for full systems but also potentially lead to consumers delaying replacements due to increased cost, impacting overall demand and replacement cycles.ThemeWSO (ticker)WSO_08751f722026-02-17earnings_transcript
Generac's domestic manufacturing capacity for large megawatt generators is expected to surpass $1 billion.by the fourth quarter of this year2026-10-012026-12-31This capacity expansion is essential for Generac to meet accelerating demand from the data center market and support its ambitious growth objectives in this rapidly expanding end market.TickerGNRC (ticker)GNRC_8fe777ef2026-02-11earnings_transcript
Normalization or recovery of the broader housing market and macro conditions, including interest rates and housing turnover.as macro conditions normalize2026-10-012028-12-31A normalization of macro conditions would likely lead to increased DIY discretionary spending and new home construction, providing meaningful upside to Lowe's sales and profitability. Conversely, continued challenging conditions would pressure results.ThemeLOW (ticker)LOW_e32b1de02026-05-20earnings_transcript
Completion of the national rollout of workwear and pet assortments to all Lowe's stores.by the end of the year2026-10-012026-12-31Successful completion and customer adoption of these expanded categories could drive incremental sales and market share gains, contributing to overall comparable sales growth.TickerLOW (ticker)LOW_c9e20d9d2026-05-20earnings_transcript
Achievement of breakeven EBITDA profitability for Generac's Residential Energy Technology Products and Solutions.by 20272027-01-012027-12-31This financial milestone indicates improved performance and recalibrated investment levels for a segment that has historically impacted overall company profitability.TickerGNRC (ticker)GNRC_38cd05dc2026-02-11earnings_transcript

LLM_Approved · Updated 2026-07-22

NotesTable

Market Commentary

DateTypeCommentDetailSentimentTickers
2026-07-22Theme Refresh SynthesisThe Climate Adaptation theme is driven by robust AI-driven data center expansion, boosting commercial HVAC and backup power demand, evidenced by record backlogs for FIX and GNRC. However, residential cooling faces persistent headwinds from high interest rates, low housing turnover, and a weaker consumer, impacting WSO, HD, and LOW. Labor shortages remain a key constraint, creating a mixed outlook with strong commercial tailwinds offsetting residential pressures.

Market Commentary

MixedFIX, GNRC, WSO, HD, LOW, FERG, AAON, TT, POOL

LLM_Approved · Updated 2026-07-22

Constituents

  • AAONT3
    — AAON, Inc.
  • FERGT3
    — Ferguson plc
  • FIXT3
    — Comfort Systems USA, Inc.
  • GNRCT3
    — Generac Holdings Inc.
  • HDT3
    — The Home Depot, Inc.
  • LOWT3
    — Lowe's Companies, Inc.
  • POOLT3
    — Pool Corporation
  • TTT3
    — Trane Technologies plc
  • WSOT3
    — Watsco, Inc.
  • 000333.SHET3
    · no notes yet
  • 6367.TT3
    · no notes yet
  • 6690.HKT3
    · no notes yet
  • CARRT3
    · no notes yet
  • GWWT3
    · no notes yet
  • HAYWT3
    · no notes yet
  • HELET3
    · no notes yet
  • JCIT3
    · no notes yet
  • LESLT3
    · no notes yet
  • LIIT3
    · no notes yet
  • MICCT3
    · no notes yet
  • NRGT3
    · no notes yet
  • OCT3
    · no notes yet
  • VSTT3
    · no notes yet
  • YETIT3
    · no notes yet