Global Materials Potentially Undervalued Companies

Taiheiyo Cement

Market Cap: US$442.7b

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

Newmont

Market Cap: AU$93.3b

Engages in the production and exploration of gold properties.

Mitsubishi Gas Chemical Company

Market Cap: US$541.0b

Manufactures and sells basic and fine chemicals, and functional materials in Japan.

ALPEK. de

Market Cap: US$19.8b

Alpek, S.A.B. de C.V., together with its subsidiaries, operates as a petrochemical company in Mexico and internationally.

Mitsubishi Gas Chemical Company

Market Cap: €541.0b

Manufactures and sells basic and fine chemicals, and functional materials in Japan.

Eastman Chemical

Market Cap: R$7.2b

Operates as a specialty materials company in the United States, China, and internationally.

Marshalls

Market Cap: €431.9m

Manufactures and sells landscape, building, and roofing products in the United Kingdom and internationally.

Galiano Gold

Market Cap: CA$811.6m

A mining, development, and exploration company.

Cabot

Market Cap: €4.1b

Operates as a specialty chemicals and performance materials company.

Treatt

Market Cap: €159.6m

Manufactures and supplies various natural extracts and ingredients to beverage, flavor, fragrance, and consumer goods markets.

AMG Packaging & Paper

Market Cap: JA$1.3b

Manufactures, distributes, and retails cartons of various sizes in Jamaica.

Fuchs

Market Cap: €4.6b

Develops, produces, and distributes lubricants and functional fluids in Europe, the Middle East, Africa, the Asia Pacific, and North and South America.

Fuchs

Market Cap: €4.6b

Develops, produces, and distributes lubricants and functional fluids in Europe, the Middle East, Africa, the Asia Pacific, and North and South America.

Samhwa Crown & Closure

Market Cap: ₩62.2b

Manufactures and sells bottle caps used in the packaging of beverages, alcohol, and food in South Korea and internationally.

Union Plastic

Market Cap: ฿527.5m

Manufactures and sells thermoplastics in Thailand.

Clover

Market Cap: AU$114.4m

Engages in the production, refining, and sale of natural oils and encapsulated powders in Australia, New Zealand, Asia, Europe, the Middle East, and the Americas.

Sesoda

Market Cap: NT$7.6b

Manufactures and markets sulfate of potash (SOP) in Taiwan.

Hokkan Holdings

Market Cap: JP¥28.2b

Through its subsidiaries, engages in the container, filling, and machinery production businesses in Taiwan.

MSC

Market Cap: ₩177.9b

Engages in the research and development, production, marketing, and sale of various food additives in South Korea.

Jayant Agro-Organics

Market Cap: ₹7.1b

An oleochemical company, engages in manufacturing and trading of castor oil and its derivatives in India and internationally.

Tokai Carbon

Market Cap: JP¥224.5b

Manufactures and sells carbon-related products and services in Japan.

Grange Resources

Market Cap: AU$272.0m

Owns and operates integrated iron ore mining and pellet production business in Australia and internationally.

Sanko Diecasting (Thailand)

Market Cap: ฿294.5m

Manufactures and distributes aluminum parts and molds in Thailand.

AMD Industries

Market Cap: ₹1.1b

Provides packing solutions in India and internationally.

Shinkong Synthetic Fibers

Market Cap: NT$22.8b

Researches for, manufactures, and sells polyester chips and polyester films in Asia.

Fujian Green Pine

Market Cap: CN¥3.1b

Engages in the research and development, production, and sale of turpentine derivatives.

Aries Agro

Market Cap: ₹5.0b

Engages in the manufacture and supply of micronutrients and other nutritional products for plants and animals in India, Nepal, Brazil, the Philippines, the United Arab Emirates, Taiwan, Australia, Nigeria, New Zealand, and internationally.

Sandur Manganese & Iron Ores

Market Cap: ₹78.6b

Together with its subsidiary, engages in the mining of manganese and iron ores in Deogiri village of Ballari District, Karnataka.

Guangxi Fenglin Wood Industry GroupLtd

Market Cap: CN¥2.6b

Engages is the production and sale of wood-based panels, and afforestation business in China.

Poly Union Chemical Holding Group

Market Cap: CN¥5.1b

Poly Union Chemical Holding Group Co., Ltd.

Resonac Holdings

Market Cap: JP¥915.6b

Operates as a chemical company in Japan, China, rest of Asia, and internationally.

Miwon Chemicals

Market Cap: ₩175.7b

Develops, manufactures, and sells performance chemicals for use in the rubber, detergent, and personal care industries worldwide.

FriendLtd

Market Cap: CN¥9.0b

Provides steel logistics supply chain services for medium and high-end automobile, home appliance, and other related enterprises in China and internationally.

Mayur Uniquoters

Market Cap: ₹22.2b

Engages in the manufacture and sale of coated textile fabrics in India and internationally.

Jiangxi Copper

Market Cap: HK$107.9b

Engages in mining, smelting, and processing of copper and gold in Chinese Mainland, China, Hong Kong, and internationally.

Suparma

Market Cap: Rp1.1t

Manufactures and sells paper and related paper products in Indonesia.