Global Materials Potentially Undervalued Companies

BBMG Jidong Cement Group

Market Cap: CN¥12.7b

Engages in the production and sale of cement clinker, Portland cement, and related building material products in China.

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.

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.

PPG Industries

Market Cap: €23.8b

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

Evonik Industries

Market Cap: €6.9b

Produces and sells specialty chemicals in the Asia-Pacific, Europe, the Middle East, Africa, Central and South America, and North America.

Avient

Market Cap: US$3.1b

Operates as a formulator of material solutions in the United States, Canada, Mexico, Europe, South America, and Asia.

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.

K92 Mining

Market Cap: €3.9b

Engages in the exploration and development of mineral deposits in Papua New Guinea.

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.

HEXPOL

Market Cap: SEK 29.3b

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.

Huaibei Mining HoldingsLtd

Market Cap: CN¥33.8b

Primarily engages in coal mining, washing, processing, sales, and production of coal chemical products in China.

Zhejiang Longsheng GroupLtd

Market Cap: CN¥32.1b

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

OCI Holdings

Market Cap: ₩1.8t

Provides various chemical products and energy solutions in South Korea, the United States, China, rest of Asia, Europe, and internationally.

EPL

Market Cap: ₹67.6b

Manufactures and sells plastic packaging materials in the form of multilayer collapsible tubes, corrugated boxes, and laminates in the Americas, Europe, Africa, the Middle East, South Asia, and the East Asia Pacific.

Satellite ChemicalLtd

Market Cap: CN¥64.1b

A low-carbon chemical company, manufactures and sells functional chemicals, new polymer materials, and new energy materials in China and internationally.

ORG TechnologyLtd

Market Cap: CN¥13.9b

Offers packaging solutions in China and internationally.

Hangzhou Oxygen Plant GroupLtd

Market Cap: CN¥22.5b

Manufactures and sells air separation equipment and parts, cryogenic and petrochemical equipment, and other gas products worldwide.

Anhui Jinhe IndustrialLtd

Market Cap: CN¥11.4b

Engages in the chemicals business in China.

Taiwan Hon Chuan Enterprise

Market Cap: NT$38.0b

Manufactures and sells various packaging materials for the food and beverage industries in Taiwan, Mainland China, Southeast Asia, 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.

Axalta Coating Systems

Market Cap: US$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.

Interfor

Market Cap: CA$576.3m

Produces and sells wood products in Canada, the United States, Japan, China, Taiwan, and internationally.

PPG Industries

Market Cap: €23.8b

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

K92 Mining

Market Cap: CA$3.9b

Engages in the exploration and development of mineral deposits in Papua New Guinea.

Eastman Chemical

Market Cap: US$7.3b

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

HEXPOL

Market Cap: SEK 29.3b

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.

Interfor

Market Cap: €576.3m

Produces and sells wood products in Canada, the United States, Japan, China, Taiwan, and internationally.

Graphic Packaging Holding

Market Cap: US$5.7b

Designs, produces, and sells consumer packaging products to brands in food, beverage, foodservice, household, and other consumer products in the Americas, Europe, and the Asia Pacific.

HEXPOL

Market Cap: €29.3b

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.

Taiheiyo Cement

Market Cap: €437.5b

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

Interfor

Market Cap: US$576.3m

Produces and sells wood products in Canada, the United States, Japan, China, Taiwan, and internationally.

Catalyst Metals

Market Cap: US$2.0b

Engages in the mineral exploration and evaluation in Australia.

Navigator Company

Market Cap: €2.3b

Manufactures and markets pulp and paper products worldwide.

Breedon Group

Market Cap: UK£1.2b

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

Corticeira Amorim S.G.P.S

Market Cap: €958.9m

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.

Arkema

Market Cap: €6.1b

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