Global Materials Potentially Undervalued Companies

Petropavlovsk

Market Cap: UK£47.5m

Petropavlovsk PLC operates as a gold mining company in the Far East of Russia.

Rio Tinto Group

Market Cap: CHF 85.2b

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

Vidrala

Market Cap: €3.0b

Manufactures and sells glass containers for food and beverage products in the United Kingdom, Ireland, Italy, Iberian Peninsula, rest of Europe, and Brazil.

ShenZhen YUTO Packaging Technology

Market Cap: CN¥23.3b

ShenZhen YUTO Packaging Technology Co., Ltd.

Regis Resources

Market Cap: AU$4.4b

Engages in the exploration, evaluation, and development of gold projects in Australia.

Vedanta

Market Cap: ₹1.8t

A diversified natural resources company, explores, extracts, and processes minerals, and oil and gas in India, Europe, China, the United States, Mexico, and internationally.

Nickel Industries

Market Cap: AU$3.1b

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

Anhui Conch Cement

Market Cap: US$130.5b

Manufactures, sells, and trades in clinker and cement products in China and internationally.

Gold Road Resources

Market Cap: AU$3.8b

Engages in the exploration of gold properties in Australia.

GCC. de

Market Cap: US$57.9b

Through its subsidiaries, produces, markets, and distributes cement, aggregates, ready-mix concrete, and other materials for the construction industry in Mexico and the United States.

Denka

Market Cap: JP¥204.9b

Manufactures and sells organic and inorganic materials to electronic materials and pharmaceuticals in Japan and internationally.

Capral

Market Cap: AU$180.8m

Together with its subsidiary, Austex Dies Pty Ltd, manufactures and distributes fabricated and semi-fabricated aluminum related products in Australia.

Hunan Valin Steel

Market Cap: CN¥43.9b

Engages in the production and sale of ferrous and non-ferrous metal products in China.

China National Building Material

Market Cap: HK$40.9b

An investment holding company, engages in building material, new materials, and engineering technical services businesses.

Anhui Conch Cement

Market Cap: CN¥130.5b

Manufactures, sells, and trades in clinker and cement products in China and internationally.

Jiangsu Asia-Pacific Light Alloy Technology

Market Cap: CN¥7.7b

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

Sakai Chemical Industry

Market Cap: JP¥45.0b

Provides various chemical products in Japan.

Lotte Chemical

Market Cap: ₩2.7t

A chemical company, manufactures and distributes petrochemical products.

China Hongqiao Group

Market Cap: HK$235.5b

An investment holding company, manufactures and sells aluminum products.

Hubei Xingfa Chemicals Group

Market Cap: CN¥30.0b

Develops, produces, and sells phosphorus-based chemicals in China and internationally.

Zhongjin GoldLtd

Market Cap: CN¥99.1b

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

Nippon Carbide Industries

Market Cap: JP¥21.2b

Engages in the electronic and functional products, and films and sheetings business in Japan, Asia, and internationally.

SP Group

Market Cap: €3.3b

Manufactures and sells moulded plastic and composite components in Denmark, rest of Europe, the Americas, Asia, the Middle East, Australia, and Africa.

Kemira Oyj

Market Cap: US$2.9b

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

Nippon Paint Holdings

Market Cap: JP¥2.3t

Engages in the paints and fine chemicals businesses.

CNMC Goldmine Holdings

Market Cap: S$409.3m

An investment holding company, engages in the exploration and mining of gold deposits in Malaysia.

Inner Mongolia Berun Chemical

Market Cap: CN¥23.2b

Engages in the soda ash, methanol, fertilizer and agricultural production materials, and other businesses in China.

SciDev

Market Cap: AU$64.6m

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

Daicel

Market Cap: JP¥372.5b

Engages in the materials, medical/healthcare, smart, safety, engineering plastics, and other businesses in Japan, China, and internationally.

MEGA P&C Advanced Materials (Shanghai)

Market Cap: CN¥5.6b

Produces and sells solid content, waterborne, solvent free, and special function coating products in China.

PTT Global Chemical

Market Cap: ฿119.5b

Operates as a chemical company in Thailand and internationally.

Perseus Mining

Market Cap: AU$6.4b

Explores, evaluates, develops, and mines for gold properties in Ghana, Côte d’Ivoire, Tanzania, and Sudan.

Indorama Ventures

Market Cap: ฿127.5b

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

Aurelia Metals

Market Cap: AU$423.1m

Engages in the exploration and production of mineral properties in Australia.

Jaya Tiasa Holdings Berhad

Market Cap: RM 1.1b

An investment holding company, engages in the extraction and sale of logs in Malaysia.

Hiap Teck Venture Berhad

Market Cap: RM 531.4m

Manufactures, rents, distributes, and sells steel pipes, hollow sections, scaffolding equipment and accessories, and other steel products in Malaysia.