Global Materials Potentially Undervalued Companies

Aeris Resources

Market Cap: AU$461.4m

Explores, produces, and sells precious metals in Australia.

Wesdome Gold Mines

Market Cap: CA$3.1b

Wesdome Gold Mines Ltd. mines, develops, and explores for gold and silver deposits in Canada.

Harmony Gold Mining

Market Cap: R192.6b

Engages in the exploration, extraction, and processing of mineral properties in South Africa, Papua New Guinea, and Australasia.

West African Resources

Market Cap: AU$3.5b

Engages in the mining, mineral processing, acquisition, exploration, and project development of gold projects in West Africa.

Thor Explorations

Market Cap: CA$825.0m

Operates as a gold producer and explorer.

Sibanye Stillwater

Market Cap: US$135.1b

Operates as a precious metals mining company in South Africa, the United States, Europe, and Australia.

Aperam

Market Cap: €2.1b

Produces and sells stainless steel and alloy products worldwide.

Transcontinental

Market Cap: US$1.6b

Engages in the flexible packaging business in Canada, the United States, Latin America, the United Kingdom, and internationally.

Arkema

Market Cap: US$4.1b

Manufactures and sells specialty materials in Europe, the United States, Canada, Mexico, China, Hong Kong, Taiwan, and internationally.

Rio Tinto Group

Market Cap: CHF 85.2b

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

Lucky Cement

Market Cap: US$254.8b

Manufactures and markets cement in Pakistan.

Bowen Coking Coal

Market Cap: €8.1m

Engages in the exploration, development, and production of metallurgical coal in Australia.

Kobe Steel

Market Cap: JP¥714.9b

Engages in the materials, machinery, and power businesses internationally.

PTT Global Chemical

Market Cap: ฿118.4b

Operates as a chemical company in Thailand and internationally.

SciDev

Market Cap: AU$61.8m

Engages in the provision of environmental solutions focused on water intensive industries in Australia, the United States, Asia, and internationally.

LB Group

Market Cap: CN¥45.0b

Manufactures and sells titanium dioxide pigments in China and internationally.

Inner Mongolia Junzheng Energy & Chemical GroupLtd

Market Cap: CN¥44.4b

Inner Mongolia Junzheng Energy & Chemical Group Co.,Ltd.

Zeon

Market Cap: JP¥329.1b

Engages in the elastomer materials, specialty materials, and other businesses in Japan, North America, Europe, and Asia.

Indorama Ventures

Market Cap: ฿125.8b

Manufactures and distributes petrochemical products in Thailand, the United States, Brazil, and internationally.

Huafon ChemicalLtd

Market Cap: CN¥44.7b

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

I G Petrochemicals

Market Cap: ₹12.9b

Engages in the manufacture and sale of organic and inorganic chemicals in India and internationally.

Western MiningLtd

Market Cap: CN¥49.4b

Engages in the mining, smelting, and trading of metals in Mainland China and internationally.

Jiangsu Asia-Pacific Light Alloy Technology

Market Cap: CN¥7.8b

Jiangsu Asia-Pacific Light Alloy Technology Co., Ltd.

Shandong Sunpaper

Market Cap: CN¥40.6b

Produces and sells paper products in China and internationally.

DGL Group

Market Cap: AU$151.2m

Provides specialty chemical formulation, warehousing distribution, waste management and recycling solutions in Australia, New Zealand, and the United States.

KCC

Market Cap: ₩2.6t

Provides building materials in South Korea and internationally.

Zhejiang Jiahua Energy Chemical IndustryLtd

Market Cap: CN¥11.0b

Zhejiang Jiahua Energy Chemical Industry Co.,Ltd.

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.

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.

Shandong Hualu-Hengsheng Chemical

Market Cap: CN¥54.1b

Shandong Hualu-Hengsheng Chemical Co., Ltd.

Shenzhen Batian Ecotypic Engineering

Market Cap: CN¥10.3b

Shenzhen Batian Ecotypic Engineering Co., Ltd.

Rongsheng Petrochemical

Market Cap: CN¥94.7b

Engages in the research, development, production, and sale of chemical, oil, and polyester products.

Zhejiang Runtu

Market Cap: CN¥7.7b

Produces and sells dyes in China.

artience

Market Cap: JP¥158.8b

Engages in the colorants and functional materials, polymers and coatings, printing and information, and packaging materials businesses in Japan, China, Europe, Africa, Asia, the Americas, and internationally.

Shandong Nanshan AluminiumLtd

Market Cap: CN¥43.8b

Shandong Nanshan Aluminium Co.,Ltd. is involved in the aluminum processing activity worldwide.

Sumisaujana Group Berhad

Market Cap: RM 194.9m

An investment holding company, engages in the manufacture and trade of oil and gas (O&G) specialty chemicals and additives in Malaysia, Thailand, Indonesia, Saudi Arabia, Oman, and internationally.