Global Materials Undervalued based on future growth

Phuoc Hoa Rubber

Market Cap: ₫8.5t

Phuoc Hoa Rubber Joint Stock Company plants, processes, and trades in rubber and rubber wood products in Vietnam.

JTL Industries

Market Cap: ₹27.2b

Manufactures and sells steel pipes and tubes, and allied products in India and internationally.

Kohat Cement

Market Cap: PK₨84.2b

Manufactures and sells cement in Pakistan and Afghanistan.

KB Components

Market Cap: SEK 2.8b

Designs, develops, manufactures, and sells polymer components for light vehicles, heavy vehicles, medical, furniture, lighting, chrome plating, and industrial applications in Sweden and internationally.

SeAH Steel

Market Cap: ₩402.7b

Manufactures and sells steel products in South Korea.

H+H International

Market Cap: DKK 1.8b

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

Sylvania Platinum

Market Cap: UK£202.9m

Engages in the retreatment of platinum group metals (PGM) bearing chrome tailings materials in South Africa.

Eastern Polymer Group

Market Cap: ฿8.4b

Through its subsidiaries, engages in the manufacture and distribution of rubber insulation, automotive, and plastic packing products in Thailand and internationally.

Magna Mining

Market Cap: CA$355.1m

Engages in the acquisition, exploration, and development of mineral properties in Canada.

Kukdo Chemical

Market Cap: ₩335.5b

Manufactures and sells epoxy and polyol resins.

KISCO

Market Cap: ₩329.9b

Develops and produces steel products in South Korea.

Ancom Nylex Berhad

Market Cap: RM 1.0b

Engages in the agricultural and industrial chemicals, public health and hygiene, animal health, polymer, logistics, information technology (IT), and media businesses in Malaysia and internationally.

Nampak

Market Cap: R4.1b

Engages in the manufacture and sale of packaging products in South Africa and rest of Africa.

Mangalam Cement

Market Cap: ₹20.1b

Manufactures and sells cement and clinker in India.

Mpact

Market Cap: R4.1b

Engages in the paper and plastic packaging, and recycling business in South Africa and internationally.

An Cuong Wood - Working

Market Cap: ₫5.7t

Manufactures and trades in wooden household products, industrial wooden items, artificial boards, interior decoration products, kitchen equipment, and other wooden related products in Vietnam and internationally.

Aurelia Metals

Market Cap: AU$330.1m

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

WONIK MaterialsLtd

Market Cap: ₩296.9b

Manufactures and sells specialty gases in South Korea, China, and internationally.

Hi-Tech Pipes

Market Cap: ₹17.8b

Manufactures and sells steel in India.

Daehan Steel

Market Cap: ₩261.4b

Engages in the manufacture and sale of steel products in South Korea and internationally.

BORETECH Resource Recovery Engineering

Market Cap: NT$5.5b

BORETECH Resource Recovery Engineering CO., LTD.

Soken Chemical & Engineering

Market Cap: JP¥27.1b

Manufactures and sells acrylic pressure-sensitive adhesives, functional polymers, organic fine particles, and adhesive tapes in Japan, China, and internationally.

Huhtamaki India

Market Cap: ₹16.0b

Manufactures and sells of flexible consumer packaging and labelling solutions in India.

CNMC Goldmine Holdings

Market Cap: S$216.8m

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

M M Forgings

Market Cap: ₹14.8b

Manufactures and sells steel forgings in India.

Hodogaya Chemical

Market Cap: JP¥24.5b

Primarily engages in the production and sale of organic industrial chemicals in Japan.

I G Petrochemicals

Market Cap: ₹14.1b

Engages in the manufacture and sale of organic and inorganic chemicals in India and internationally.

AIC Mines

Market Cap: AU$237.1m

Engages in exploration, acquisition, and development of mineral properties in Australia.

Dynacor Group

Market Cap: CA$212.7m

Engages in the exploration, development, and mining of minerals properties in Peru.

Arakawa Chemical Industries

Market Cap: JP¥22.6b

Manufactures and sells chemicals for functional coating agents, paper manufacturing, resins for printing inks and adhesives, materials for electronic materials, etc.

OM Holdings

Market Cap: AU$229.3m

An investment holding company, engages in mining, smelting, trading, and marketing manganese ores and ferroalloys worldwide.

Fenix Resources

Market Cap: AU$226.0m

Engages in the exploration, development, and mining of mineral tenements in Western Australia.

Core Molding Technologies

Market Cap: US$145.7m

Operates as a molder of thermoplastic and thermoset structural products.

Taoka Chemical Company

Market Cap: JP¥20.3b

Manufactures and sells various chemicals in Japan and internationally.

Pantech Group Holdings Berhad

Market Cap: RM 579.8m

An investment holding company, manufactures and sells steel pipes, fittings, flanges, valves, and other related products in Malaysia, the Republic of Singapore, the United Kingdom.

Vittia

Market Cap: R$720.5m

Offers fertilizers in Brazil and internationally.