Global Materials Potentially Undervalued Companies

Tubacex

Market Cap: Mex$446.4m

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

Smart Concrete

Market Cap: ฿552.0m

Engages in manufacturing and selling autoclaved aerated concrete block products for use in construction in Thailand.

Jiangsu Eastern ShenghongLtd

Market Cap: US$61.7b

Engages in the research, development, production, and sale of petrochemical and new chemical materials, and polyester filaments in China and internationally.

Warrior Met Coal

Market Cap: US$3.4b

Engages in the production and export of non-thermal steelmaking coal for the steel production by metal manufacturers in Europe, South America, and Asia.

Orla Mining

Market Cap: US$4.8b

Acquires, explores, develops, and exploits mineral properties.

Harmony Gold Mining

Market Cap: US$192.6b

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

Corteva

Market Cap: €45.6b

Operates in the agriculture business.

China Gold International Resources

Market Cap: CA$9.7b

A gold and base metal mining company, acquires, explores, develops, and mines mineral resources in the People’s Republic of China and Canada.

Bioceres Crop Solutions

Market Cap: US$100.3m

Provides crop productivity solutions.

Ingevity

Market Cap: €2.0b

Manufactures and sells activated carbon products, derivative specialty chemicals, and engineered polymers in North America, the Asia Pacific, Europe, the Middle East, Africa, and South America.

Orion

Market Cap: US$436.8m

Engages in the manufacture and sale of carbon black products.

Packaging Corporation of America

Market Cap: US$19.0b

Manufactures and sells containerboard and uncoated freesheet (UFS) paper products in North America.

Savannah Resources

Market Cap: US$99.3m

Engages in the exploration and development of lithium properties.

Alleima

Market Cap: SEK 18.4b

Manufactures and sells stainless steels, special alloys, medical wires and components, and electric heating systems in Europe, North America, Asia, and internationally.

Sealed Air

Market Cap: €4.9b

Provides packaging solutions in the United States and internationally, Europe, the Middle East, Africa, and Asia Pacific.

Nissan Chemical

Market Cap: €745.2b

Engages in the chemicals, performance materials, agricultural chemicals, and pharmaceuticals businesses in Japan and internationally.

Tubacex

Market Cap: €446.4m

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

Toho Zinc

Market Cap: €9.0b

Operates in the smelting and refining, mineral resources, electronic components, advanced materials, and environment and recycling businesses in Japan.

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.

EPC Groupe

Market Cap: €424.5m

Engages in the manufacture, storage, and distribution of explosives in Europe, Africa, Asia Pacific, and the Americas.

ICL Group

Market Cap: US$7.8b

Operates as a specialty minerals and chemicals company worldwide.

Anglo American

Market Cap: €29.1b

Operates as a mining company in the United Kingdom and internationally.

DSM-Firmenich

Market Cap: €18.3b

Provides nutrition, health, and beauty solutions in Switzerland, the Netherlands, rest of Europe, the Middle East and Africa, North America, Latin America, China, and rest of Asia.

ADF Group

Market Cap: CA$218.6m

Engages in the design and engineering of connections including industrial coatings in Canada and the United States.

Heidelberg Materials

Market Cap: €34.6b

Produces and distributes cement, aggregates, ready-mixed concrete, and asphalt worldwide.

Evolution Mining

Market Cap: US$20.7b

Engages in the exploration, mine development and operation, and sale of gold and gold-copper concentrates in Australia and Canada.

Ternium

Market Cap: AR$6.8b

Manufactures and distributes steel products in Mexico, Southern Region, Brazil, and internationally.

International Paper

Market Cap: AR$23.9b

Produces and sells renewable fiber-based packaging and pulp products in North America, Latin America, Europe, and North Africa.

Reliance

Market Cap: US$14.8b

Operates as a diversified metal solutions provider and metals service center company primarily in the United States and Canada.

Symrise

Market Cap: €10.2b

Operates as a supplier of fragrances, flavorings, cosmetic base materials and active ingredients, and functional ingredients and solutions in Europe, Africa, the Middle East, North America, the Asia Pacific, and Latin America.

Barrick Mining

Market Cap: €81.6b

Engages in the exploration, development, production, and sale of mineral properties.

Alto Ingredients

Market Cap: €82.8m

Produces, distributes, and markets specialty alcohols, renewable fuel, and essential ingredients in the United States.

DuPont de Nemours

Market Cap: AR$31.2b

Provides technology-based materials and solutions in the United States, Canada, the Asia Pacific, Latin America, Europe, the Middle East, and Africa.

Empresas CMPC

Market Cap: CL$3.5t

Engages in the production and sale of pulp and wood products in Chile and internationally.

Applied DB

Market Cap: ฿530.0m

Manufactures and distributes plastic compounds in Thailand, India, and internationally.

Crown Holdings

Market Cap: €10.9b

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