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South African Materials Potentially Undervalued Companies

South African Materials Potentially Undervalued Companies

Name: Financial Insights Based on S&P Global Market Intelligence
Creator: Simply Wall St Pty Ltd
License: https://www.spglobal.com/content/dam/spglobal/corporate/en/documents/secure/MI-FastTrack-Terms-and-Conditions-July-2023.pdf

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Companies with a Value score of at least 3, ordered by Value score

23 companies

Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield
PAN Pan African Resources	R8.20	1.0%	88.9%	R705.2m	R10.97	PE10.6x	E37.8%	2.8%
THA Tharisa	R13.69	1.0%	2.3%	R4.1b	R20.04	PE2.6x	E-29.7%	6.1%
GLN Glencore	R77.32	-2.0%	-16.4%	R39.9b	R111.73	PS0.2x	E2.0%	3.2%
ACL ArcelorMittal South Africa	R0.80	-13.0%	-42.9%	R891.7m	R2.25	PS0.02x	E134.6%	n/a
GML Gemfields Group	R1.44	9.9%	-49.8%	R1.7b	R4.64	PS0.4x	S25.8%	11.1%
SEP Sephaku Holdings	R1.60	1.3%	53.8%	R370.9m	n/a	PE4.7x	n/a	n/a
MRF Merafe Resources	R1.20	2.6%	-5.5%	R3.0b	n/a	PE2.1x	S-6.8%	35.0%
NPK Nampak	R449.00	-1.6%	155.1%	R3.7b	R513.00	PE5.9x	S8.1%	0%
AFT Afrimat	R60.46	-3.0%	0.6%	R9.2b	R80.00	PE12.2x	E22.7%	3.2%
BIK Brikor	R0.14	0%	-12.5%	R115.1m	n/a	PS0.3x	n/a	n/a
MPT Mpact	R28.12	0%	-1.3%	R4.1b	R34.25	PE9.4x	E21.2%	3.7%
ARI African Rainbow Minerals	R162.82	-2.0%	-5.5%	R31.9b	R191.60	PE10.1x	E12.1%	9.2%
AFE AECI	R82.90	-0.2%	-12.2%	R8.7b	R117.50	PE11.1x	E41.7%	0%
SSW Sibanye Stillwater	R16.82	-8.0%	-15.6%	R47.6b	R19.11	PS0.4x	E113.1%	0%
SAP Sappi	R44.08	2.1%	-3.5%	R26.7b	R58.64	PE6.3x	E17.5%	5.9%
DRD DRDGOLD	R19.13	-0.4%	45.4%	R897.7m	R29.83	PE9.8x	S10.1%	2.1%
SOL Sasol	R81.79	-4.5%	-41.7%	R51.9b	R150.67	PS0.2x	E83.3%	0%
KIO Kumba Iron Ore	R375.85	8.2%	-28.4%	R120.6b	R375.22	PE8.2x	E0.4%	10.3%
MDI Master Drilling Group	R14.90	8.8%	14.7%	R2.2b	n/a	PE13x	n/a	3.4%
BHG New BHP Group	R470.19	0.4%	-14.3%	R207.9b	R512.24	PE11.6x	E0.1%	3.8%
RNG Randgold & Exploration	R0.75	0%	38.9%	R53.7m	n/a	PB0.9x	n/a	n/a
SOLBE1 Sasol	R51.00	-21.5%	-61.9%	R51.9b	R93.95	PS0.2x	E83.3%	0%
TPC Transpaco	R36.50	0%	15.7%	R1.1b	n/a	PE6.9x	n/a	6.6%

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