Big Call Scan: McDonald's, Sanofi, Hannover Rück, Air Liquide

Among the cyclicals, Air Liquide stands out. Despite the overall gloomy market sentiment, Air Liquide recently broke out to a new annual high. In addition to the improving economy in key markets like North America, Air Liquide is also benefiting significantly from rising sales in critical sectors such as electronics and chip manufacturing, especially in light of the AI boom, which has led to a substantial increase in demand for high-purity specialty gases like neon, argon, krypton, xenon, and helium for semiconductor and chip production. Reinsurers...