South African Materials Top Stock Picks from Analysts

Impala Platinum Holdings

Market Cap: R164.0b

Engages in the mining, concentrating, refining, and sells of platinum group metals (PGMs) and associated base metals in South Africa, Zimbabwe, and Canada.

Sappi

Market Cap: R6.3b

Provides woodfiber-based renewable resources in Europe, North America, and South Africa.

Afrimat

Market Cap: R4.1b

Operates as a mining and materials company primarily in the southern African region.

Nampak

Market Cap: R3.7b

Engages in the manufacture and sale of packaging products in South Africa and rest of Africa.

Mpact

Market Cap: R2.8b

Engages in the paper and plastic packaging, and recycling business in South Africa and internationally.

Gemfields Group

Market Cap: R1.0b

Operates as a mining company.

Hulamin

Market Cap: R538.7m

Engages in the manufacture and supply of fabricated and rolled semi-finished aluminum products in South Africa, North America, Europe, Asia, the Middle East, Australasia, South America, and rest of Africa.