Signals to watch this week: orders, capacity and exports

Order signals

Look for contracted value and delivery windows in company filings; separate framework agreements from firm orders.

Capacity signals

New lines and ramp-up plans usually appear first in permit filings and hiring posts.

Export signals

Customs-level export values and overseas revenue of listed suppliers should corroborate each other.

Method note: no vendor endorsement. Where public sources are cited, verify against the publisher's original text.