Global Materials Potentially Undervalued Companies

Gränges

Market Cap: SEK 12.3b

Engages in the development, production, and distribution of rolled aluminum products for thermal management systems, specialty packaging, and niche applications in Asia Pacific, Europe, and North and South Americas.

Nexa Resources

Market Cap: US$667.5m

Engages in the zinc mining and smelting business worldwide.

Arkema

Market Cap: €4.1b

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

Alcoa

Market Cap: US$8.1b

Engages in the bauxite mining, alumina refining, aluminum production, and energy generation business in Australia, Brazil, Canada, Iceland, Norway, Spain, the United States, and internationally.

Holcim

Market Cap: US$35.8b

Provides building materials and solutions worldwide.

OceanaGold

Market Cap: US$6.5b

A gold and copper producer, engages in exploration, development, and operation of mineral properties in the United States, the Philippines, and New Zealand.

Algoma Steel Group

Market Cap: US$436.5m

Produces and sells steel products in Canada, the United States, and internationally.

Orbia Advance Corporation. de

Market Cap: €31.0b

Orbia Advance Corporation, S.A.B. de C.V.

SunCoke Energy

Market Cap: US$687.5m

Operates as an independent producer of coke in the Americas and Brazil.

O-I Glass

Market Cap: €2.0b

Through its subsidiaries, engages in the manufacture and sale of glass containers to food and beverage manufacturers primarily in the Americas, Europe, and internationally.

Thor Explorations

Market Cap: US$785.1m

Operates as a gold producer and explorer.

thyssenkrupp

Market Cap: CHF 7.1b

Operates as an industrial and technology company in Germany and internationally.

Gränges

Market Cap: €12.3b

Engages in the development, production, and distribution of rolled aluminum products for thermal management systems, specialty packaging, and niche applications in Asia Pacific, Europe, and North and South Americas.

Zignago Vetro

Market Cap: €690.2m

Produces, markets, and sells hollow glass containers in Italy, rest of Europe, and internationally.

TFF Group

Market Cap: €364.2m

Manufactures and distributes barrels and wood products for the aging of wines and alcohols in France, rest of Europe, the United States, Asia, and internationally.

thyssenkrupp

Market Cap: €7.1b

Operates as an industrial and technology company in Germany and internationally.

Sasol

Market Cap: €70.9b

Operates as a chemical and energy company.

Sasol

Market Cap: US$70.9b

Operates as a chemical and energy company.

Shenzhen Zhongjin Lingnan Nonfemet

Market Cap: CN¥19.6b

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

Western MiningLtd

Market Cap: CN¥48.8b

Engages in the mining, smelting, and trading of metals in Mainland China and internationally.

Hs Hyosung Advanced Materials

Market Cap: ₩829.7b

Manufactures and sells industrial, polyester, nylon, and carpet yarns in South Korea and internationally.

Chongqing Iron & Steel

Market Cap: CN¥13.9b

Engages in the production and sale of steel plates in the People’s Republic of China.

ShenZhen YUTO Packaging Technology

Market Cap: CN¥23.3b

ShenZhen YUTO Packaging Technology Co., Ltd.

Asahi Yukizai

Market Cap: JP¥89.3b

Engages in the piping system, resin, and water treatment and resource development businesses in Japan.

Wanhua Chemical Group

Market Cap: CN¥202.1b

Provides polyurethane, petrochemical, and performance chemicals and materials worldwide.

Apex Mining

Market Cap: ₱53.9b

Engages in exploration and production of metals and minerals in the Philippines.

Kuriyama Holdings

Market Cap: JP¥32.1b

Manufactures and sells of various hoses, rubber, and plastics products in Japan, the United States, Canada, Europe, and internationally.

Metalurgica Gerdau

Market Cap: R$9.5b

Produces and supplies long and special steel products in Brazil, Latin America, and North America.

UNACEM CorpA

Market Cap: S/2.6b

Produces, markets, and sells various types of cement, clinker, and concrete products in Peru, the United States, Ecuador, Colombia, and Chile.

Nitta Gelatin

Market Cap: JP¥18.5b

Produces and sells edible gelatin, pharmaceutical gelatin, and photographic gelatin in Japan.

CPH Group

Market Cap: CHF 437.5m

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

Orbia Advance Corporation. de

Market Cap: Mex$30.9b

Orbia Advance Corporation, S.A.B. de C.V.

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.

H+H International

Market Cap: DKK 1.6b

Provides wall building materials and solutions in the United Kingdom, Central Western Europe, and Poland.

Osisko Development

Market Cap: US$1.1b

Acquires, explores, and develops precious metals resource properties in Canada, Mexico, and the United States.

Arkema

Market Cap: US$4.1b

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