Global Materials Potentially Undervalued Companies

Breedon Group

Market Cap: US$1.2b

Engages in the quarrying, manufacture, and sale of construction materials and building products primarily in the United Kingdom and internationally.

Robertet

Market Cap: €1.5b

Produces and sells perfumes, aromas, and natural products.

Nippon Chemical Industrial

Market Cap: JP¥25.5b

Manufactures and sells various chemical products in Japan.

Citic Pacific Special Steel Group

Market Cap: CN¥67.0b

CITIC Pacific Special Steel Group Co., Ltd manufactures and sells steel materials in China.

Avia Avian

Market Cap: €24.2t

Manufactures and distributes paints and building materials in Indonesia.

BORETECH Resource Recovery Engineering

Market Cap: NT$5.3b

BORETECH Resource Recovery Engineering CO., LTD.

E.I.D.- Parry (India)

Market Cap: ₹183.2b

Engages in the manufacture and sale of sugar, nutraceuticals, and distillery products in India, North America, Europe, and internationally.

Birla

Market Cap: ₹95.3b

Manufactures and sells cement and clinker in India and internationally.

China Jushi

Market Cap: CN¥67.3b

Engages in the manufacture and sale of fiberglass in China and internationally.

Hume Cement Industries Berhad

Market Cap: RM 2.7b

An investment holding company, manufactures and sells cement, concrete, and related products in Malaysia.

Sinofert Holdings

Market Cap: HK$9.5b

An investment holding company, engages in the production, import and export, distribution, and retail of fertilizer raw materials and crop nutrition products in Mainland China and internationally.

Yunnan CopperLtd

Market Cap: CN¥32.1b

Engages in the copper exploration, mining, and smelting activities in China.

Huaxin Cement

Market Cap: HK$33.7b

Manufactures and sells cement in China and internationally.

Yunnan CopperLtd

Market Cap: CN¥32.1b

Engages in the copper exploration, mining, and smelting activities in China.

Ningxia Baofeng Energy Group

Market Cap: CN¥121.3b

Produces, processes, and sells coal mining, washing, coking, coal tar, crude benzene, C4 deep-processed, methanol, and olefin products in China.

Nickel Industries

Market Cap: AU$3.2b

Engages in nickel ore mining, nickel pig iron, cobalt, and nickel matte production activities.

Chifeng Jilong Gold MiningLtd

Market Cap: CN¥52.7b

Engages in mining, metallurgical processing, and sales of gold worldwide.

Fortescue

Market Cap: AU$58.8b

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

Hang Zhou Iron & SteelLtd

Market Cap: CN¥33.3b

Primarily manufactures and sells steel products in China.

Shenzhen Dynanonic

Market Cap: CN¥10.7b

Engages in the research and development, production, and sale of materials for lithium-ion batteries in China.

China Risun Group

Market Cap: HK$10.0b

Produces, sells, and distributes coke, coking chemicals, and refined chemicals in the People’s Republic of China.

Taiheiyo Cement

Market Cap: JP¥442.7b

Engages in the cement, mineral resources, environmental, construction materials, and other businesses in Japan and internationally.

Zhongjin GoldLtd

Market Cap: CN¥99.6b

Engages in the mining, smelting, and sale of non-ferrous metals in China.

Yulchon

Market Cap: ₩29.8b

Manufactures and sells cold drawing precision steel tubes in South Korea and internationally.

Xinfengming Group

Market Cap: CN¥24.8b

Researches, develops, produces, and sells polyester filaments.

Goldsun Building Materials

Market Cap: NT$42.5b

Engages in the production and sale of premixed concrete, cement, and calcium silicate board in Taiwan and Mainland China.

Huangshan NovelLtd

Market Cap: CN¥7.0b

Manufactures and sells packaging materials in China and internationally.

Zhejiang Hailide New MaterialLtd

Market Cap: CN¥6.9b

Engages in the research, development, production, and sales of chemical fibers, other textile materials, and rubber and plastic products in China and internationally.

Sichuan Guoguang Agrochemical

Market Cap: CN¥6.9b

Engages in the research and development, manufacture, marketing, and distribution of agrochemical products and materials in China and internationally.

Inner Mongolia ERDOS ResourcesLtd

Market Cap: CN¥25.6b

Engages in clothing, and power metallurgy and chemical businesses in China.

Huafon ChemicalLtd

Market Cap: CN¥44.7b

Engages in the research and development, production, and sale of polyurethane product materials in China and internationally.

Topy Industries

Market Cap: JP¥64.7b

Engages in the steel, automotive, industrial machinery components, and other businesses in Japan.

JCHX Mining ManagementLtd

Market Cap: CN¥41.0b

Engages in mine engineering, development, and construction activities in the People’s Republic of China and internationally.

Sino-Platinum MetalsLtd

Market Cap: CN¥12.2b

Engages in the research, development, production, sales, and technical services of metal and non-metal materials in China.

BirlaNu

Market Cap: ₹14.6b

Engages in the production and distribution of building materials and other solutions in India and internationally.

Sunstone Development

Market Cap: CN¥12.8b

Engages in the research and development, production, and sales of prebaked carbon anodes for the aluminum industry in China and internationally.