accor, per rally and standard chartered.el company, wide range of properties with exposure to europe. in asia we see a travel recovery continuing to progress surprisingly better than expected and specifically, we have the paris olympics coming up and the french company should give us early insight on how bookings are coming up, interesting twist. per rally, the tire company, they have gotten an important mixed shifts in their shifting production to lower cost in romania and mexico. there is a profit surprised to come and standard chartered, the big bank, they have resolved china risk for property exposure, but there's not enough appreciation for the wealth management business which we think could surprise. lizzie: we've had bill winters the ceo on deal break. you believe him. let's also compare this to the list at the start of the year. ongoing basis that you do this, r their broader themes that connect the other companies to watch? tim: newcomer is interesting. it is a u.s. company called penumbra, i was not aware of it. th