Global Materials Potentially Undervalued Companies

Big River Industries

Market Cap: AU$122.1m

Engages in the manufacture, distribution, and retail of timber and building products in Australia and New Zealand.

Hansol Paper

Market Cap: ₩207.1b

Produces, distributes, and sells paper products in South Korea and internationally.

Macmahon Holdings

Market Cap: AU$885.3m

Provides surface mining, underground mining and mining support, and civil infrastructure services to mining companies in Australia and Southeast Asia.

Yongxing Special Materials TechnologyLtd

Market Cap: CN¥18.3b

Engages in the development, production, and sale of stainless steel rods and wires, special alloy materials, and lithium battery materials in China and internationally.

TIMAH

Market Cap: Rp10.5t

Engages in tin mining and smelting operations in Indonesia and internationally.

Yunnan Aluminium

Market Cap: CN¥68.3b

Manufactures and sells aluminum in China.

Scientex Berhad

Market Cap: RM 5.7b

An investment holding company, manufactures, markets, and sells stretch films and various flexible plastic packaging (FPP) products.

Huaxin Cement

Market Cap: HK$33.7b

Manufactures and sells cement in China and internationally.

Bluestar Adisseo

Market Cap: CN¥25.2b

Engages in the research, development, production, and sale of feed additives for animal nutrition worldwide.

Yongxing Special Materials TechnologyLtd

Market Cap: CN¥18.3b

Engages in the development, production, and sale of stainless steel rods and wires, special alloy materials, and lithium battery materials in China and internationally.

Hanwha Solutions

Market Cap: ₩4.9t

Operates in the chemicals, energy solutions, and advanced materials business areas in South Korea and internationally.

DIC

Market Cap: JP¥351.7b

Manufactures and sells printing inks, organic pigments, and synthetic resins worldwide.

Shandong Hualu-Hengsheng Chemical

Market Cap: CN¥54.1b

Shandong Hualu-Hengsheng Chemical Co., Ltd.

China Sunsine Chemical Holdings

Market Cap: S$734.1m

An investment holding company, manufactures and sells specialty chemicals in the People’s Republic of China, rest of Asia, America, Europe, and internationally.

Catalyst Metals

Market Cap: AU$2.0b

Engages in the mineral exploration and evaluation in Australia.

Alcoa

Market Cap: AU$8.1b

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.

Yunnan Aluminium

Market Cap: CN¥68.3b

Manufactures and sells aluminum in China.

Yunnan Yuntianhua

Market Cap: CN¥47.3b

Manufactures and sells phosphate and nitrogen fertilizers and formaldehyde copolymers in China.

Silgan Holdings

Market Cap: €4.4b

Manufactures and sells rigid packaging solutions for consumer goods products in the United States and internationally.

Sylvania Platinum

Market Cap: US$233.6m

Engages in the retreatment of platinum group metals (PGM) bearing chrome tailings materials in South Africa.

Synthomer

Market Cap: UK£117.4m

Manufactures and supplies specialised polymers and ingredients for coatings, construction, adhesives, and health and protection sectors.

Holcim

Market Cap: CHF 36.3b

Provides building materials and solutions worldwide.

Corbion

Market Cap: €948.2m

Provides lactic acid and lactic acid derivatives, food preservation solutions, functional blends, and algae ingredients in the Netherlands, the United States, Asia, rest of North Americas, the rest of Europe, the Middle East, and Africa.

Alcoa

Market Cap: €8.1b

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.

Boliden

Market Cap: SEK 104.7b

Engages in the extracting, producing, and recycling of base metals in Sweden, Finland, other Nordic region, Germany, the United Kingdom, Europe, North America, and internationally.

Titan

Market Cap: €2.6b

Engages in the production, trade, and distribution of construction materials in Greece, the Balkans, Egypt, Türkiye, the United States, and Brazil.

Cementos PacasmayoA

Market Cap: US$2.0b

Produces, distributes, and sells cement and cement-related materials in Peru.

CMOC Group

Market Cap: US$317.7b

Engages in the mining, dressing, and smelting of base and rare metals in China, Brazil, the Democratic Republic of the Congo, Switzerland, and internationally.

TRX Gold

Market Cap: CA$220.6m

A junior gold mining company, engages in the exploration, development, and production of mineral property in Tanzania.

Johnson Matthey

Market Cap: UK£3.3b

Engages in the clean air, catalyst and hydrogen technology, and platinum group metals (PGM) service businesses in the United Kingdom, Germany, rest of Europe, the United States, rest of North America, China, rest of Asia, and internationally.

Gem Diamonds

Market Cap: UK£4.5m

Operates diamond mines.

Plásticos Compuestos

Market Cap: €12.4m

Engages in the design, production, and marketing of mineral fillers, and color concentrates and additives for the plastics processing industry in Spain, Germany, France, and internationally.

Anhui Conch Cement

Market Cap: €130.6b

Manufactures, sells, and trades in clinker and cement products in China and internationally.

Sappi

Market Cap: US$13.8b

Engages in the provision of materials made from woodfiber-based renewable resources in Europe, North America, and South Africa.

Sylvamo

Market Cap: US$1.7b

Produces and markets uncoated freesheet for cutsize, offset paper, and pulp in Europe, Latin America, and North America.

Corbion

Market Cap: €948.2m

Provides lactic acid and lactic acid derivatives, food preservation solutions, functional blends, and algae ingredients in the Netherlands, the United States, Asia, rest of North Americas, the rest of Europe, the Middle East, and Africa.