Brazilian Materials Potentially Undervalued Companies

Suzano

Market Cap: R$59.6b

Manufactures and sells pulp and paper products in Brazil and internationally.

Klabin

Market Cap: R$21.6b

Produces and exports packaging paper and sustainable paper packaging solutions in Brazil and internationally.

FMC

Market Cap: R$1.7b

An agricultural sciences company, provides crop protection solutions to farmers in Latin America, North America, Europe, the Middle East, Africa, and Asia.

Irani Papel e Embalagem

Market Cap: R$2.0b

Manufactures and sells corrugated cardboard and packaging papers in Brazil and internationally.

Companhia Siderúrgica Nacional

Market Cap: R$11.2b

Operates as an integrated steel producer in Brazil and Latin America.

Celanese

Market Cap: R$4.4b

A chemical and specialty materials company, manufactures and sells engineered polymers worldwide.

Klabin

Market Cap: R$21.6b

Produces and exports packaging paper and sustainable paper packaging solutions in Brazil and internationally.

Electro Aço Altona

Market Cap: R$285.1m

A small foundry and mechanical repair shop, produces and supplies steel casting and special alloys.

LyondellBasell Industries

Market Cap: R$15.6b

Operates as a chemical company in the United States, Germany, Mexico, Italy, Poland, France, Japan, China, the Netherlands, and internationally.

Rio Tinto Group

Market Cap: R$91.4b

Engages in exploring, mining, and processing mineral resources worldwide.

Metalurgica Gerdau

Market Cap: R$10.8b

Produces and supplies long and special steel products in Brazil, Latin America, and North America.

Bradespar

Market Cap: R$7.2b

Through its interest in VALE, operates as a mining company in the production of iron ore and pellets, and nickel in Brazil.

Eucatex Indústria e Comércio

Market Cap: R$1.7b

Produces and sells hardboard, wood, and related materials in Brazil.

Mosaic

Market Cap: R$7.7b

Through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients.

Paranapanema

Market Cap: R$80.8m

Produces and sells copper and its byproducts in Brazil and internationally.

Ternium

Market Cap: R$7.2b

Manufactures and distributes steel products in Mexico, Southern Region, Brazil, and internationally.

Vittia

Market Cap: R$661.8m

Provides fertilizers in Brazil and internationally.

Usinas Siderúrgicas de Minas Gerais

Market Cap: R$6.5b

Manufactures and sells steel products in Brazil and internationally.

Eastman Chemical

Market Cap: R$7.0b

Operates as a specialty materials company in the United States, China, and internationally.

Dexxos Participações

Market Cap: R$919.9m

Engages in the production and sale of thermosetting resins to the reconstituted wood panels industry in Brazil.

Braskem

Market Cap: R$6.1b

Engages in the manufacture, sale, import, and export of chemicals, petrochemicals, and fuels in Brazil.

Dow

Market Cap: R$17.0b

Through its subsidiaries, provides various materials science solutions for packaging, infrastructure, mobility, and consumer applications in the United States, Canada, Europe, the Middle East, Africa, India, the Asia Pacific, and Latin America.

International Paper

Market Cap: R$20.8b

Produces and sells renewable fiber-based packaging and pulp products in North America, Latin America, Europe, and North Africa.