486 U.S. Materials Stocks - Potentially Undervalued Companies - Investing Ideas

Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield
BAK Braskem	R$8.93	-9.6%	7.3%	R$18.7b	R$11.36	PB4.7x	E104.1%	n/a
HCML.F Holcim	CHF86.95	-1.9%	34.2%	CHF44.5b	CHF87.05	PE14.6x	E5.6%	3.5%
NOPM.F Neo Performance Materials	CA$4.31	-5.1%	-37.1%	CA$255.3m	CA$7.56	PB0.4x	E73.8%	6.7%
KLBA.Y Klabin	R$9.49	-3.4%	24.9%	R$27.4b	n/a	PE10.1x	E2.3%	4.9%
THSG.F Thesis Gold	CA$0.49	-6.9%	-44.2%	CA$123.6m	CA$1.32	PE359.8x	n/a	n/a
GEF.B Greif	US$64.72	-5.5%	-16.7%	US$3.0b	US$81.18	PE8.8x	E-6.9%	3.3%
GPK Graphic Packaging Holding	US$27.57	-4.3%	10.7%	US$8.5b	US$30.78	PE11.7x	E8.2%	1.5%
KIRO.Y Kumba Iron Ore	R8.52	1.4%	-5.3%	R155.7b	R8.17	PE6.8x	E-12.5%	9.6%
TSDO.F Tessenderlo Group	€29.50	0%	-16.9%	€1.7b	€43.16	PE11.5x	E14.2%	2.9%
YDWA.F Yodogawa Steel Works	JP¥23.04	0%	n/a	JP¥102.3b	n/a	PE11x	n/a	3.1%
BBMP.Y BBMG	HK$2.55	0%	n/a	HK$24.8b	HK$3.79	PE7.9x	E16.4%	7.5%
CAUF.F Capral	AU$5.50	0%	n/a	AU$128.2m	n/a	PE3.1x	n/a	9.9%
LMPM.F Lee & Man Paper Manufacturing	HK$0.25	0%	n/a	HK$10.7b	n/a	PE10.1x	E15.0%	3.5%
MMLT.F MMG	HK$0.35	0%	12.7%	HK$32.9b	n/a	PE466.8x	E63.9%	0%
ELPK.F Elopak	kr3.26	0%	n/a	kr9.0b	kr3.18	PE11.3x	E2.2%	4.3%
IMII Inception Mining	US$0.001	0%	0%	US$2.6m	n/a	PE0.4x	n/a	n/a
LNZN.F Lenzing	€33.37	-4.1%	-50.8%	€1.3b	€33.17	PB0.9x	E122.6%	n/a
CBUM.F China National Building Material	HK$0.38	0%	-52.0%	HK$25.6b	n/a	PE6.1x	E21.9%	8.2%
RPKI.F Richards Packaging Income Fund	CA$23.74	0%	-20.2%	CA$353.2m	CA$32.40	PE9.1x	S0.8%	4.1%
LMPM.Y Lee & Man Paper Manufacturing	HK$3.09	0%	-25.5%	HK$10.3b	HK$3.74	PE9.8x	E15.0%	3.6%
TINL.Y Teijin	JP¥9.70	3.7%	-9.8%	JP¥291.2b	JP¥8.59	PB0.7x	E48.8%	2.0%
ILKA.F Iluka Resources	AU$4.78	0%	-38.0%	AU$3.2b	AU$5.12	PE9.2x	E-0.3%	0.9%
ARCX.F ArcelorMittal South Africa	R0.061	0%	n/a	R1.4b	n/a	PB0.2x	E93.7%	0%
PDLM.F Petra Diamonds	UK£0.50	0%	n/a	UK£83.5m	n/a	PB0.3x	E106.3%	0%

U.S. Materials Potentially Undervalued Companies