Global Materials Potentially Undervalued Companies

China Steel

Market Cap: NT$274.5b

Manufactures and sells steel products in Taiwan, Vietnam, Malaysia, China, India, and internationally.

TKG Huchems

Market Cap: ₩699.9b

Manufactures and sells fine chemical products in South Korea and internationally.

ORG TechnologyLtd

Market Cap: CN¥15.2b

Offers packaging solutions in China and internationally.

BEWI

Market Cap: €3.8b

Produces, markets, and sells packaging, components, and insulation solutions in Norway and internationally.

Chemtrade Logistics Income Fund

Market Cap: US$1.7b

Offers industrial chemicals and services in Canada, the United States, and South America.

Crown Holdings

Market Cap: €11.1b

Engages in the packaging business in the United States and internationally.

HEXPOL

Market Cap: €28.1b

Develops, manufactures, and sells various polymer compounds and engineered gaskets, seals, and wheels in Sweden, rest of Europe, the United States, rest of the Americas, and Asia.

Chemours

Market Cap: US$1.8b

Provides performance chemicals in North America, the Asia Pacific, Europe, the Middle East, Africa, and Latin America.

Tubacex

Market Cap: €418.8m

Engages in the manufacturing and sale of stainless steel and nickel tubes in Spain and internationally.

Semapa - Sociedade de Investimento e Gestão SGPS

Market Cap: €1.4b

Through its subsidiaries, produces and sells pulp, printing and writing papers, and tissues in Portugal, the rest of Europe, the United States, Africa, Asia, and Oceania.

Flotek Industries

Market Cap: €443.5m

Operates as a technology-driven green chemistry and data company that serves customers across industrial and commercial markets in the United States, the United Arab Emirates, and internationally.

Capital

Market Cap: €228.2m

Provides drilling, mining, mineral assaying, and surveying services.

Silgan Holdings

Market Cap: €4.0b

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

Constellium

Market Cap: US$2.1b

Engages in the design, manufacture, and sale of rolled and extruded aluminum products for the aerospace, packaging, automotive, commercial transportation, general industrial, and defense end-markets.

Breedon Group

Market Cap: €1.1b

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

CPH Group

Market Cap: CHF 418.4m

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

Groupe Guillin

Market Cap: €454.8m

Produces and sells food packaging products in France, the United Kingdom, Italy, and internationally.

Corticeira Amorim S.G.P.S

Market Cap: €871.2m

Engages in the acquisition and transformation of cork into various cork and cork-related products in Europe, the United States, Rest of America, Australasia, and Africa.

Serabi Gold

Market Cap: €196.9m

Engages in the evaluation, exploration, and development of gold and other metals mining projects in Brazil.

Saudi Aramco Base Oil Company - Luberef

Market Cap: ر.س15.1b

Produces and sells base oils and various by-products in the Kingdom of Saudi Arabia, the United Arab Emirates, India, Egypt, Singapore, the United States, and internationally.

Taiheiyo Cement

Market Cap: JP¥420.1b

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

Kemira Oyj

Market Cap: €2.9b

Operates as a chemicals company in Finland, rest of Europe, the Middle East, Africa, the Americas, and the Asia Pacific.

HEXPOL

Market Cap: SEK 28.1b

Develops, manufactures, and sells various polymer compounds and engineered gaskets, seals, and wheels in Sweden, rest of Europe, the United States, rest of the Americas, and Asia.

Axalta Coating Systems

Market Cap: €6.2b

Through its subsidiaries, manufactures, markets, and distributes high-performance coatings systems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

PPG Industries

Market Cap: US$21.8b

Manufactures and distributes paints, coatings, and specialty materials in the United States, Canada, the Asia Pacific, Latin America, Europe, the Middle East, and Africa.

Canfor

Market Cap: CA$1.4b

Operates as an integrated forest products company in the United States, Asia, Canada, Europe, and internationally.

Mosaic

Market Cap: €8.3b

Through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients.

Tubacex

Market Cap: €418.8m

Engages in the manufacturing and sale of stainless steel and nickel tubes in Spain and internationally.

Mosaic

Market Cap: €8.3b

Through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients.

G Mining Ventures

Market Cap: US$6.5b

A mining company, engages in the acquisition, exploration, and development of precious metal projects.

Eagle Materials

Market Cap: US$6.5b

Through its subsidiaries, manufactures and sells heavy construction products and light building materials in the United States.

Eldorado Gold

Market Cap: US$7.9b

Engages in the mining, exploration, development, and sale of mineral products primarily in Turkey, Canada, and Greece.

Chemours

Market Cap: €1.8b

Provides performance chemicals in North America, the Asia Pacific, Europe, the Middle East, Africa, and Latin America.

Crown Holdings

Market Cap: US$11.1b

Engages in the packaging business in the United States and internationally.

Minerals Technologies

Market Cap: US$1.8b

Develops, produces, and markets various mineral, mineral-based, and related systems and services.

Anhui Jinhe IndustrialLtd

Market Cap: CN¥12.3b

Engages in the research and development, production, and sales of food additives, daily chemical flavors, bulk chemicals, and intermediates.