Swiss Materials Potentially Undervalued Companies

Rio Tinto Group

Market Cap: CHF 85.2b

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

Clariant

Market Cap: CHF 2.4b

Develops, manufactures, distributes, and sells specialty chemicals in Switzerland, Europe, the Middle East, Africa, the United States, and the Asia Pacific.

CPH Group

Market Cap: CHF 370.5m

Develops, manufactures, and distributes chemical products and packaging solutions for pharmaceutical customers in Europe, Asia, and North and South America.

ArcelorMittal

Market Cap: CHF 18.8b

Operates as integrated steel and mining companies in the Americas, Europe, Asia, and Africa.

Rio Tinto Group

Market Cap: CHF 85.2b

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

Gurit Holding

Market Cap: CHF 112.8m

Develops, manufactures, supplies, markets, and sells advanced composite materials, composite tooling equipment, and core kitting services in Switzerland and internationally.

Aurubis

Market Cap: CHF 7.2b

Processes metal concentrates and recycling materials in Germany.

Wacker Chemie

Market Cap: CHF 3.3b

Provides chemical products worldwide.

Freeport-McMoRan

Market Cap: CHF 85.3b

Engages in the mining of mineral properties in North America, South America, and Indonesia.

Dyno Nobel

Market Cap: CHF 4.8b

Manufactures and distributes commercial explosives in in the United States, Australia, and Mexico.

Holcim

Market Cap: CHF 54.9b

Provides building materials and solutions worldwide.

Alcoa

Market Cap: CHF 15.7b

Engages in the bauxite mining, alumina refining, aluminum production, and energy generation business in Australia, Brazil, Canada, Iceland, Norway, Spain, the United States, and internationally.

LANXESS

Market Cap: CHF 1.2b

A specialty chemicals company, engages in the development, manufacture, and marketing of chemical intermediates, additives, and consumer protection products worldwide.

Jiangsu Eastern ShenghongLtd

Market Cap: US$85.5b

Engages in the research, development, production, and sale of petrochemical and new chemical materials, and polyester filaments in China and internationally.

BHP Group

Market Cap: CHF 217.0b

Operates as a resources company in Australia, Europe, China, Japan, India, South Korea, rest of Asia, North America, South America, and internationally.

Givaudan

Market Cap: CHF 26.6b

Engages in the manufacture, supply, and sale of fragrance, beauty, taste, and wellbeing products to the consumer goods industry.

Barrick Mining

Market Cap: CHF 103.4b

Engages in the exploration, development, production, and sale of mineral properties.

Kinross Gold

Market Cap: CHF 53.1b

Engages in the acquisition, exploration, and development of gold properties principally in the United States, Brazil, Chile, Canada, and Mauritania.

BASF

Market Cap: CHF 39.8b

Operates as a chemical company worldwide.

Orica

Market Cap: CHF 8.3b

Manufactures, distributes, and sells commercial blasting systems, explosives, mining and tunnelling support systems, and various chemical products and services in Australia, Peru, Canada, the United States, and internationally.

thyssenkrupp

Market Cap: CHF 5.7b

Provides industrial and technology solutions and services in Germany and internationally.

Evonik Industries

Market Cap: CHF 6.4b

Operates as a chemicals company in the Asia-Pacific, Europe, the Middle East, Africa, and the Americas.

Amrize

Market Cap: CHF 25.0b

Engages in the provision of various building solutions for infrastructure, commercial, and residential construction markets in North America.

Heidelberg Materials

Market Cap: CHF 30.7b

Produces and distributes cement, aggregates, ready-mixed concrete, and asphalt worldwide.

Holcim

Market Cap: CHF 36.0b

Provides building materials and solutions in Europe, Latin America, and Asia, Middle East, and Africa.

Acerinox

Market Cap: CHF 2.6b

Manufactures, process, and markets stainless steel products in Spain, the United States, Africa, Asia, Rest of Europe, and internationally.

Coeur Mining

Market Cap: CHF 14.5b

Operates as a gold and silver producer in the United States, Canada, and Mexico.

Sika

Market Cap: CHF 22.7b

A specialty chemicals company, develops, produces, and sells systems and products for bonding, sealing, damping, reinforcing, and protecting in the building sector and motor vehicle industry worldwide.

Northern Star Resources

Market Cap: CHF 38.6b

Engages in the exploration, development, mining, and processing of gold deposits.

Fortescue

Market Cap: CHF 59.3b

Engages in the exploration, development, production, processing, and sale of iron ore in Australia, China, and internationally.

Ningbo ShanshanLtd

Market Cap: US$30.5b

Provides lithium battery materials in China, Taiwan, and internationally.

Navigator Company

Market Cap: CHF 2.4b

Manufactures and markets pulp and paper products worldwide.

SIG Group

Market Cap: CHF 4.5b

Provides aseptic carton packaging systems and solutions for beverage and food products primarily in Europe, India, the Middle East, Africa, the Asia Pacific, and the Americas.