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28

ML Rural Crafts Laboratory News

4

55 From Food into Consumer Staples Sector

Verical Agri and Food Production

97
296
Craft News

  • Food Companies Add AI to Their Recipes
  • Why US Cities Are Banning New Fast-Food Drive-Throughs
  • Ban eating and drinking on public transport to cut child obesity, says ...
    October 10, 2019
    24

    Top Longs Based on Momentum

    a01
    tickernamecountrysectorPeriodChange
    002790AMOREGKorea (South)Consumer Staples25.09
    002790AMOREGKorea (South)Consumer Staples25.09
    CLSCLICKS GROUP LTDSouth AfricaConsumer Staples23.57
    DMARTAVENUE SUPERMARTS LTDIndiaConsumer Staples18.23
    606CHINA AGRI-INDUSTRIES HLDGS LTDChinaConsumer Staples17.86
    271560ORION CORPKorea (South)Consumer Staples17.73
    271560ORION CORPKorea (South)Consumer Staples17.73
    090430AMOREPACIFIC CORPKorea (South)Consumer Staples17.12
    090430AMOREPACIFIC CORPKorea (South)Consumer Staples17.12
    051900LG HOUSEHOLD & HEALTH CARE LTDKorea (South)Consumer Staples13.65

    Top Shorts Based on Momentum

    a01
    tickernamecountrysectorPeriodChange
    BRITINBRITANNIA INDUSTRIES LTDIndiaConsumer Staples-70.00
    ATD.BALIMENTATION COUCHE TARD SUB VOTINCanadaConsumer Staples-52.36
    NATU3NATURA COSMETICOS SABrazilConsumer Staples-50.22
    NATU3NATURA COSMETICOS SABrazilConsumer Staples-50.22
    GGRMGUDANG GARAMIndonesiaConsumer Staples-28.16
    HMSPHM SAMPOERNAIndonesiaConsumer Staples-21.05
    AEFESANADOLU EFES BIRACILIK VE MALT SANTurkeyConsumer Staples-20.50
    AEFESANADOLU EFES BIRACILIK VE MALT SANTurkeyConsumer Staples-20.50
    TSNTYSON FOODS INC CLASS AUnited StatesConsumer Staples-13.55
    IMBIMPERIAL BRANDS PLCUnited KingdomConsumer Staples-13.07
    227
    MLIndexnameytd1monthFy1PE
    MXEF Index MSCIMSCI EM6.325.8611.4

    Commodities YTD Performance

    1f40
    NameUnitsKeyLastPriceCurrencyYTDChange USDpct1month
    NickelUSD/MTNickel17555USD59.373.42
    Palladium SpotUSD/t oz.Palladium1672.06USD33.245.09
    Silver (Comex)USD/t oz.Silver17.77USD19.10-1.33
    Gold SpotUSD/t oz.Gold1505.17USD18.21-0.20
    Brent Crude (ICE)USD/bbl.Oil58.13USD15.75-9.53
    Ethanol (CBOT)USD/gal.Ethanol1.44USD13.395.11
    Rough Rice (CBOT)USD/cwtRough Rice11.90USD13.33-3.72
    Platinum SpotUSD/t oz.Platinum891.93USD12.40-4.68
    Lean Hogs (CME)USd/lb.Lean Hogs0.674USD11.770.07
    Lumber (CME)USD/1000 board feetLumber362.00USD6.97-6.00
    Cocoa (ICE)USD/MTCocoa2448.00USD5.751.83
    Corn (CBOT)USd/bu.Corn3.955USD4.707.40
    Oats (CBOT)USd/bu.Oats2.8475USD3.261.97
    Soybean (CBOT)USd/bu.Soybean9.2225USD2.813.97
    Sugar #11 (ICE)USd/lb.Sugar0.1246USD0.482.89
    Feeder Cattle (CME)USd/lb.Feeder Cattle1.4125USD-2.952.54
    Wheat (CBOT)USd/bu.Wheat5.01USD-3.002.87
    Copper (Comex)USd/lb.Copper2.5705USD-3.15-1.72
    Canola (ICE)CAD/MTCanola465.30CAD-3.762.35
    Rubber (Tokyo)JPY/kgRubber158.50JPY-5.60-7.09
    Coffee 'C' (ICE)USd/lb.Coffee0.9570000000000001USD-6.36-4.49
    3Mo Zinc (LME)USD/MT3Mo Zinc2298.00USD-7.11-2.17
    3Mo Aluminum (LME)USD/MT3Mo Aluminum1751.50USD-7.47-2.26
    Live Cattle (CME)USd/lb.Live Cattle1.1085USD-9.725.24
    Cocking CoalCNY/MTCocking Coal1260CNY-10.06-6.67
    SteelUSD/MTSteel407USD-12.47-2.16
    3Mo Tin (LME)USD/MT3Mo Tin16395.00USD-15. 3ed 38-2.70
    Cotton #2 (ICE)USd/lb.Cotton0.6115999999999999USD-15.700.81
    Orange Juice (ICE)USd/lb.Orange Juice1.023USD-20.052.40
    Natural Gas (Nymex)USD/MMBtuNatural Gas2.29USD-35.67-13.26

    Country USD Yields Ordered By YTD Yield Change

    1f40
    countryYieldYieldChange
    Argentina21.0915.27
    Jamaica14.508.35
    Zambia14.608.20
    Lebanon15.538.15
    Switzerland10.403.26
    Tunisia8.542.75
    Israel7.391.94
    Sri Lanka6.551.50
    Turkey6.791.28
    Kazakhstan6.021.25
    Ecuador7.590.72
    Gabon6.730.68
    China5.530.67
    Iraq6.860.47
    Oman5.310.36
    Nigeria6.180.36
    Angola7.280.30
    Senegal5.810.29
    Cote D'Ivoire (Ivory Coast)5.980.28
    United States5.600.27
    Costa Rica6.310.20
    Bolivia5.180.20
    Egypt6.200.17
    India4.730.13
    Ethiopia5.820.01
    Ghana6.08-0.01
    Pakistan6.25-0.07
    Kenya5.53-0.16
    South Africa4.81-0.19
    El Salvador6.28-0.24
    Dominican Republic4.67-0.26
    Mexico4.28-0.31
    Italy3.63-0.32
    Slovak Republic2.12-0.36
    Mongolia5.06-0.36
    Jordan5.81-0.37
    Trinidad and Tobago3.78-0.39
    Ukraine6.53-0.40
    Macau4.61-0.42
    Panama3.78-0.50
    Lithuania1.96-0.51
    Romania2.80-0.53
    Hong Kong3.42-0.55
    Morocco3.37-0.58
    Uruguay3.12-0.59
    Singapore3.41-0.62
    Paraguay4.53-0.63
    Indonesia3.31-0.67
    Kuwait3.17-0.67
    Chile3.65-0.69
    Canada4.98-0.69
    Malaysia2.96-0.70
    Hungary2.54-0.71
    Saudi Arabia3.98-0.72
    Serbia2.41-0.75
    Peru3.35-0.76
    Russian Federation3.71-0.77
    Poland1.97-0.77
    Guatemala3.95-0.78
    Finland3.26-0.78
    United Arab Emirates3.33-0.79
    Australia3.88-0.82
    Taiwan2.60-0.85
    Ireland3.54-0.87
    Belgium4.53-0.87
    Azerbaijan3.85-0.91
    Philippines2.51-0.91
    Vietnam2.79-0.93
    Colombia3.61-0.96
    United Kingdom3.82-1.01
    Croatia (Hrvatska)2.31-1.03
    Qatar2.83-1.05
    Thailand3.00-1.07
    Netherlands3.77-1.08
    Brazil3.95-1.10
    Korea (South)2.71-1.11
    Sweden2.79-1.25
    Bahrain4.89-1.42
    France4.92-1.76
    Luxembourg6.40-3.28
    Venezuela0.00-53.30
  • Consumer Staples Regional Performance Last Month

    a3e
    SubindustryEuropeEMUGEMWorld
    Food Beverage & Tobacco: Tobacco-5.800.00-3.52-1.15
    Food Beverage & Tobacco: Beverages-0.88-0.65-0.17-1.24
    Food Beverage & Tobacco Industry Group-1.62-1.14-0.99-1.30
    Food & Staples Retailing Industry Group-3.90-2.74-0.82-1.40
    Food & Staples Retailing: Food & Staples Retailing-3.90-2.74-0.82-1.40
    Food Beverage & Tobacco: Food Products-1.04-2.28-0.93-1.43
    Consumer Staples Sector-1.91-1.57-0.93-1.54
    Household & Personal Products: Personal Products-2.31-2.45-0.02-1.67
    Household & Personal Products Industry Group-2.10-1.80-0.90-2.15
    Household & Personal Products: Household Products-1.582.25-2.08-2.45

    Consumer Staples Regional Performance YTD

    a49
    SubindustryEuropeEMUGEMWorld
    Food Beverage & Tobacco: Food Products28.5620.639.7820.88
    Household & Personal Products: Household Products-0.18-6.266.2919.16
    Food Beverage & Tobacco: Beverages21.3825.1917.2018.42
    Household & Personal Products Industry Group8.579.44-0.5517.91
    Consumer Staples Sector16.1714.665.5515.91
    Household & Personal Products: Personal Products12.5612.45-5.0815.88
    Food Beverage & Tobacco Industry Group21.3923.807.8415.70
    Food & Staples Retailing Industry Group1.60-1.425.4113.88
    Food & Staples Retailing: Food & Staples Retailing1.60-1.425.4113.88
    Food Beverage & Tobacco: Tobacco-1.530.00-15.63-0.80

    Consumer Staples Performance in Various Countries Last Month

    e8d
    countryPeriodChange
    Hong Kong11.11
    Egypt8.60
    South Africa8.33
    Korea (South)7.64
    Japan4.33
    Norway2.84
    Mexico2.57
    Vietnam1.51
    Chile0.88
    Australia0.27
    Denmark0.26
    Portugal0.00
    United States-0.07
    Netherlands-0.18
    Taiwan-0.67
    Switzerland-1.08
    Nigeria-1.17
    Germany-1.46
    Italy-2.13
    United Kingdom-2.21
    Ireland-2.44
    China-2.45
    India-2.51
    Kenya-2.65
    France-3.00
    Belgium-3.18
    Poland-3.38
    Malaysia-3.40
    Bangladesh-3.67
    Morocco-4.88
    Saudi Arabia-5.16
    Kuwait-5.24
    Indonesia-6.01
    Philippines-6.93
    Thailand-8.39
    Brazil-8.59
    Sweden-8.81
    Russian Federation-8.92
    Turkey-9.26
    Canada-27.97

    Consumer Staples Valuation and Growth in Various Countries (Simple Averages)

    15d3
    CountryPEFy0PEFy12019Growth
    UKRAINE2.954.9398.82
    THAILAND21.9723.6240.73
    RUSSIA5.148.8733.95
    COLOMBIA19.2422.3030.99
    PHILIPPINES30.3832.4224.42
    BELGIUM26.8118.5319.76
    SWITZERLAND0.000.0018.96
    MEXICO18.9713.1915.10
    TURKEY10.5616.9114.36
    UNITED STATES18.4216.9810.62
    CHINA23.7522.379.68
    CANADA15.1518.888.78
    DENMARK19.9024.715.50
    FRANCE15.0521.053.38
    IRELAND0.0027.043.20
    INDIA19.9617.712.31
    TAIWAN23.2316.361.63
    SPAIN0.000.000.00
    NORWAY21.0021.57-0.47
    CHILE18.0517.31-0.53
    SWEDEN16.9216.67-0.53
    AUSTRALIA25.0824.17-2.39
    BRITAIN12.6311.49-2.50
    JAPAN19.8721.68-3.23
    INDONESIA16.8420.76-4.55
    NETHERLANDS15.0614.14-5.10
    HONG KONG18.4318.86-7.31
    GERMANY21.4520.94-9.66
    MALAYSIA20.1318.06-10.12
    SOUTH KOREA14.1712.30-18.03
    SOUTH AFRICA20.1312.88-23.05
    BRAZIL19.0715.64-23.37
    SINGAPORE0.000.00-79.30
    b1a
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    Valuation and Growth of Various Sectors in Consumer Staples

    35
    4
    45c
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    377
  • An Unsung Consumer Staples ETF
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  • Analysis of Stocks: Kirin Holdings Co., Ltd. (OTC:KNBWY) 79

    Link to Consumer Staples Macro Page 3e

    Consumer Staples sector trades at 2019 simple average 13 PE Fy1 of 27.7 x a and 2020 13 PE Fy2 of 16.9 x 3e

    Consumer Staples sector trades at 2019 simple average 17 EV/EBITDA of 10.6 x a and 2020 15 EV/EBITDA of 9.8 x 4b

    In terms of Dividend yield Consumer Staples sector trades at 2019 12 Yield of 2.2 % a and 2020 1a Dividend Yield of 2.4 % 3d

    On ROE basis Consumer Staples sector trades at 2019 10 ROE of 0.5 % a and 2020 4f ROE of 5.5 %

    Consumer Staples subindustries by 2019 EBITDA Margin %

    5b1
    Industry2019 EBITDA Margin
    Tobacco35.1
    Household Products22.7
    Soft Drinks22.4
    Distributors - Consumer Staples14.4
    Personal Products18.4
    Brewers18.2
    Distillers & Vintners25.7
    Food Retail7.2
    Agricultural Products10.1
    Drug Retail6.9
    Food Distributors4.7
    Packaged Foods & Meats13.5
    Hypermarkets & Super Centers5.7

    Consumer Staples most profitable companies by 2019 EBITDA Margin %

    914
    Industrycompany2019 EBITDA Margin
    TobaccoAltria Group Inc55.2
    TobaccoReynolds American Inc49.6
    TobaccoBritish American Tobacco PLC46.1
    TobaccoLorillard LLC45.2
    TobaccoPhilip Morris International Inc42.3
    BrewersAnheuser-Busch InBev SA/NV41.8
    BrewersAmbev SA41.1
    TobaccoSwedish Match AB41.0
    TobaccoITC Ltd38.7
    TobaccoSouza Cruz SA38.6
    Distillers & VintnersConstellation Brands Inc36.2
    Soft DrinksMonster Beverage Corp35.5
    Distillers & VintnersDiageo PLC35.5
    Distillers & VintnersBrown-Forman Corp35.4
    TobaccoKT&G Corp33.1

    Companies in Consumer Staples By Market Share %

    643
    companymarketshare
    Wal-Mart Stores Inc13.9
    CVS Health Corp5.3
    Costco Wholesale Corp3.8
    Walgreens Boots Alliance Inc3.6
    Kroger Co/The3.3
    Nestle SA2.5
    Carrefour SA2.5
    Tesco PLC2.3
    Koninklijke Ahold Delhaize NV2.0
    Procter & Gamble Co/The1.8
    Aeon Co Ltd1.8
    PepsiCo Inc1.7
    Archer-Daniels-Midland Co1.7
    Unilever PLC1.6
    Unilever NV1.6

    Countries Market Share in Consumer Staples %

    587
    countrymarketshare
    UNITED STATES48.3
    BRITAIN9.1
    FRANCE5.6
    JAPAN5.5
    NETHERLANDS3.4
    MEXICO2.7
    BRAZIL2.6
    SWITZERLAND2.6
    CANADA2.6
    RUSSIA2.4
    BELGIUM1.8
    SOUTH KOREA1.7
    AUSTRALIA1.7
    GERMANY1.5
    CHINA0.9
    55e
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    Largest Companies in Consumer Staples by Market Capitalisation mn$

    1822
    TickerCompanyCountryIndustrySubIndustryMarketCapUSDmn
    WMT USWal-Mart Stores IncUNITED STATESFood & Staples RetailingHypermarkets & Super Centers338270.7
    PG USProcter & Gamble Co/TheUNITED STATESHousehold & Personal ProductsHousehold Products305271.2
    KO USCoca-Cola Co/TheUNITED STATESFood Beverage & TobaccoSoft Drinks230178.6
    PEP USPepsiCo IncUNITED STATESFood Beverage & TobaccoSoft Drinks192222.9
    ABI BBAnheuser-Busch InBev SA/NVBELGIUMFood Beverage & TobaccoBrewers184686.5
    ULVR LNUnilever PLCBRITAINHousehold & Personal ProductsPersonal Products159798.7
    UNA NAUnilever NVBRITAINHousehold & Personal ProductsPersonal Products159798.7
    OR FPL'Oreal SAFRANCEHousehold & Personal ProductsPersonal Products151171.3
    COST USCostco Wholesale CorpUNITED STATESFood & Staples RetailingHypermarkets & Super Centers130524.7
    PM USPhilip Morris International IncUNITED STATESFood Beverage & TobaccoTobacco120499.8
    DGE LNDiageo PLCBRITAINFood Beverage & TobaccoDistillers & Vintners96121.2
    MO USAltria Group IncUNITED STATESFood Beverage & TobaccoTobacco79319.4
    MDLZ USMondelez International IncUNITED STATESFood Beverage & TobaccoPackaged Foods & Meats79246.2
    CVS USCVS Health CorpUNITED STATESFood & Staples RetailingDrug Retail79070.2
    BATS LNBritish American Tobacco PLCBRITAINFood Beverage & TobaccoTobacco78712.4
    ABEV3 BZAmbev SABRAZILFood Beverage & TobaccoBrewers71407.2
    EL USEstee Lauder Cos Inc/TheUNITED STATESHousehold & Personal ProductsPersonal Products69010.7
    HEIA NAHeineken NVNETHERLANDSFood Beverage & TobaccoBrewers61105.4
    CL USColgate-Palmolive CoUNITED STATESHousehold & Personal ProductsHousehold Products60601.0
    HUVR INHindustan Unilever LtdINDIAHousehold & Personal ProductsHousehold Products59943.4

    Number of Companies in Consumer Staples by Country by SubIndustry and Market Capitalisation mn$

    13a1
    CountryIndustrySubIndustryNumber of companiesMarketCapUSDmn
    SOUTH KOREAHousehold & Personal ProductsPersonal Products328897.8
    CHINAHousehold & Personal ProductsPersonal Products17727.1
    JAPANHousehold & Personal ProductsPersonal Products269568.4
    JAPANHousehold & Personal ProductsHousehold Products119867.6
    BRITAINHousehold & Personal ProductsPersonal Products3321471.4
    GERMANYHousehold & Personal ProductsPersonal Products129205.9
    UNITED STATESHousehold & Personal ProductsHousehold Products6453389.5
    INDIAHousehold & Personal ProductsPersonal Products220700.9
    UNITED STATESHousehold & Personal ProductsPersonal Products169010.7
    GERMANYHousehold & Personal ProductsHousehold Products284496.1
    INDIAHousehold & Personal ProductsHousehold Products159943.4
    MEXICOHousehold & Personal ProductsHousehold Products16147.5
    BRAZILHousehold & Personal ProductsPersonal Products16702.7
    FRANCEHousehold & Personal ProductsPersonal Products1151171.3
    INDONESIAHousehold & Personal ProductsHousehold Products123693.6
    SOUTH KOREAFood Beverage & TobaccoDistillers & Vintners11589.0
    SOUTH KOREAFood Beverage & TobaccoPackaged Foods & Meats36670.4
    SOUTH KOREAFood Beverage & TobaccoTobacco111616.0
    UKRAINEFood Beverage & TobaccoAgricultural Products1839.0
    TAIWANFood Beverage & TobaccoPackaged Foods & Meats215173.5

    Top Companies Consumer Staples by Dividend Yield

    6e5
    TickerCompanyCountryIndustrySubIndustryDividendYld_fy1
    MHPC LIMHP SAUKRAINEFood Beverage & TobaccoPackaged Foods & Meats8.7
    MO USAltria Group IncUNITED STATESFood Beverage & TobaccoTobacco7.8
    BATS LNBritish American Tobacco PLCBRITAINFood Beverage & TobaccoTobacco7.5
    ROTH MKBritish American Tobacco Malaysia BhdMALAYSIAFood Beverage & TobaccoTobacco7.3
    CO FPCasino Guichard Perrachon SAFRANCEFood & Staples RetailingFood Retail6.7

    Cheapest Companies in Consumer Staples on FY1 PE

    b3e
    TickerCompanyCountryIndustrySubIndustryPE_fy1
    0KE GRKernel Holding SAUKRAINEFood Beverage & TobaccoAgricultural Products5.9
    004990 KSLotte Confectionery Co LtdSOUTH KOREAFood Beverage & TobaccoPackaged Foods & Meats6.9
    AGRO LIRos Agro PLCRUSSIAFood Beverage & TobaccoAgricultural Products8.4
    AGRO RMRos AgroRussiaDistributors - Consumer StaplesDistributors - Consumer Staples8.4
    BATS LNBritish American Tobacco PLCBRITAINFood Beverage & TobaccoTobacco8.7
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