Swiss Materials Potentially Undervalued Companies

Heidelberg Materials

Market Cap: CHF 30.7b

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

CPH Group

Market Cap: CHF 345.3m

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

Rio Tinto Group

Market Cap: CHF 85.2b

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

thyssenkrupp

Market Cap: CHF 6.7b

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

Amrize

Market Cap: CHF 21.6b

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

Clariant

Market Cap: CHF 2.5b

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

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.

Kinross Gold

Market Cap: CHF 48.0b

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

Freeport-McMoRan

Market Cap: CHF 84.4b

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

Aurubis

Market Cap: CHF 8.3b

Processes metal concentrates and recycling materials in Germany.

Wacker Chemie

Market Cap: CHF 4.8b

Produces and sells chemical products in Europe, Asia, the Americas, and internationally.

Solvay

Market Cap: CHF 2.6b

Provides basic and performance chemicals worldwide.

K+S

Market Cap: CHF 2.6b

Operates as a supplier of mineral products for the agricultural, industrial, pharma, consumer, and community sectors in Europe, Germany, North America, South America, Asia, Africa, and Oceania.

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 17.2b

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.

Newmont

Market Cap: CHF 112.2b

Operates as a gold producer.

LANXESS

Market Cap: CHF 1.5b

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

Sika

Market Cap: CHF 22.5b

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.

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.

Navigator Company

Market Cap: CHF 2.4b

Manufactures and markets pulp and paper products worldwide.

Givaudan

Market Cap: CHF 25.8b

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

thyssenkrupp

Market Cap: CHF 6.7b

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

SIG Group

Market Cap: CHF 4.6b

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.

Barrick Mining

Market Cap: CHF 90.9b

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

BASF

Market Cap: CHF 44.6b

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.

Amrize

Market Cap: CHF 21.6b

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

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.

Northern Star Resources

Market Cap: CHF 27.6b

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

Coeur Mining

Market Cap: CHF 17.3b

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

L'Air Liquide

Market Cap: CHF 102.2b

Provides gases, technologies, and services for the industrial and health sectors in Europe, the Americas, the Asia Pacific, the Middle East, and Africa.

Gurit Holding

Market Cap: CHF 176.1m

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

Symrise

Market Cap: CHF 10.4b

Operates as a supplier of fragrances, flavorings, cosmetic base materials and active ingredients, and functional ingredients and solutions in Europe, Africa, the Middle East, North America, the Asia Pacific, and Latin America.