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28

ML Rural Crafts Laboratory News

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26 From Food into Consumer Staples Sector 5

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21 Verical Agri and Food Production 5

49 4e
17
Craft News
31c
  • I didn't buy any food for a year – and I'm healthier than I've ever been
  • Food Startups Reinventing Nostalgic Confectionery Snacks Gain Steam Among Private Investors
  • 16 ways to reduce food waste at home, school, and more
  • Ultra-processed foods may raise the risk of type 2 diabetes 19
    December 20, 2019
    24

    Top Longs Based on Momentum

    9ff
    tickernamecountrysectorPeriodChange
    090430AMOREPACIFIC CORPKorea (South)Consumer Staples34.49
    090430AMOREPACIFIC CORPKorea (South)Consumer Staples34.49
    CPINCHAROEN POKPHAND INDONESIAIndonesiaConsumer Staples32.43
    CPINCHAROEN POKPHAND INDONESIAIndonesiaConsumer Staples32.43
    090435AMOREPACIFIC PREF CORPKorea (South)Consumer Staples32.10
    000876NEW HOPE LIUHE LTD AChinaConsumer Staples30.56
    002714MUYUAN FOODS LTD AChinaConsumer Staples29.50
    KHCKRAFT HEINZUnited StatesConsumer Staples24.78
    002790AMOREGKorea (South)Consumer Staples24.03
    002790AMOREGKorea (South)Consumer Staples24.03

    Top Shorts Based on Momentum

    a08
    tickernamecountrysectorPeriodChange
    ABIANHEUSER BUSCH INBEV NVBelgiumConsumer Staples-13.79
    OLYMPICOLYMPIC INDUSTRIES LTDBangladeshConsumer Staples-11.86
    TU.RTHAI UNION GROUP NON-VOTING DR PCLThailandConsumer Staples-11.54
    CHDCHURCH AND DWIGHT INCUnited StatesConsumer Staples-11.25
    CENCOSUDCENCOSUD SAChileConsumer Staples-10.26
    HSYHERSHEY FOODSUnited StatesConsumer Staples-10.08
    CCUCOMPANIA CERVECERIAS UNIDAS SAChileConsumer Staples-9.51
    CCUCOMPANIA CERVECERIAS UNIDAS SAChileConsumer Staples-9.51
    ANDINA.BEMBOTELLADORA ANDINA SERIES B SAChileConsumer Staples-8.56
    ICBPINDOFOOD CBP SUKSES MAKMURIndonesiaConsumer Staples-7.95
    228
    MLIndexnameytd1monthFy1PE
    MXEF Index MSCIMSCI EM10.206.8212.1

    Commodities YTD Performance

    1f40
    NameUnitsKeyLastPriceCurrencyYTDChange USDpct1month
    NickelUSD/MTNickel15490USD40.63-11.76
    Palladium SpotUSD/t oz.Palladium1720.22USD37.082.88
    Brent Crude (ICE)USD/bbl.Oil62.50USD24.457.52
    Lean Hogs (CME)USd/lb.Lean Hogs0.7487999999999999USD24.1811.10
    Gold SpotUSD/t oz.Gold1464.01USD14.98-2.73
    Cocoa (ICE)USD/MTCocoa2658.00USD14.828.58
    Lumber (CME)USD/1000 board feetLumber386.40USD14.186.74
    Rough Rice (CBOT)USD/cwtRough Rice11.92USD13.520.17
    Silver (Comex)USD/t oz.Silver16.85USD12.94-5.18
    Ethanol (CBOT)USD/gal.Ethanol1.42USD11.81-1.39
    Oats (CBOT)USd/bu.Oats3.0525USD10.707.20
    Platinum SpotUSD/t oz.Platinum874.19USD10.17-1.99
    Coffee 'C' (ICE)USd/lb.Coffee1.101USD7.7315.05
    Rubber (Tokyo)JPY/kgRubber180.60JPY7.5613.94
    Sugar #11 (ICE)USd/lb.Sugar0.1283USD3.472.97
    Soybean (CBOT)USd/bu.Soybean9.155USD2.06-0.73
    Live Cattle (CME)USd/lb.Live Cattle1.2518USD1.9512.93
    Feeder Cattle (CME)USd/lb.Feeder Cattle1.4628USD0.503.56
    3Mo Zinc (LME)USD/MT3Mo Zinc2472.00USD-0.087.57
    Corn (CBOT)USd/bu.Corn3.76USD-0.46-4.93
    Copper (Comex)USd/lb.Copper2.6365USD-0.662.57
    Wheat (CBOT)USd/bu.Wheat5.1125USD-1.022.05
    Canola (ICE)CAD/MTCanola461.10CAD-4.63-0.90
    3Mo Aluminum (LME)USD/MT3Mo Aluminum1778.00USD-6.081.51
    Cotton #2 (ICE)USd/lb.Cotton0.6639USD-8.498.55
    SteelUSD/MTSteel417USD-10.322.46
    Cocking CoalCNY/MTCocking Coal1247CNY-10.9 3e1 9-1.03
    3Mo Tin (LME)USD/MT3Mo Tin16340.00USD-15.66-0.34
    Orange Juice (ICE)USd/lb.Orange Juice0.998USD-22.00-2.44
    Natural Gas (Nymex)USD/MMBtuNatural Gas2.59USD-27.2513.10

    Country USD Yields Ordered By YTD Yield Change

    1f40
    countryYieldYieldChange
    Argentina21.8716.05
    Lebanon18.7611.38
    Zambia14.137.74
    Jamaica13.337.18
    Switzerland9.482.34
    Tunisia7.812.02
    Ecuador8.721.85
    Turkey6.781.27
    Sri Lanka6.241.19
    Bolivia5.860.88
    Israel6.010.55
    China5.280.44
    Gabon6.300.25
    Costa Rica6.300.19
    India4.840.18
    Iraq6.560.17
    Oman5.120.17
    Kazakhstan4.920.16
    Nigeria5.770.16
    Cote D'Ivoire (Ivory Coast)5.890.11
    Senegal5.47-0.05
    Egypt5.95-0.08
    United States5.30-0.08
    South Africa4.81-0.18
    Ghana5.87-0.22
    Chile4.02-0.31
    Angola6.64-0.34
    Pakistan5.96-0.36
    Italy3.59-0.36
    Mexico4.25-0.37
    Ethiopia5.38-0.43
    Macau4.31-0.43
    Dominican Republic4.48-0.45
    Trinidad and Tobago3.70-0.46
    Kenya5.22-0.47
    Jordan5.71-0.47
    Romania2.86-0.48
    Hong Kong3.49-0.48
    Lithuania1.98-0.49
    El Salvador6.03-0.49
    Slovak Republic1.95-0.53
    Malaysia3.10-0.55
    Paraguay4.61-0.55
    Panama3.72-0.56
    Uruguay3.14-0.57
    Kuwait3.26-0.58
    Indonesia3.43-0.60
    Finland3.45-0.60
    Morocco3.33-0.63
    Hungary2.61-0.64
    Taiwan2.80-0.65
    Poland2.05-0.69
    Singapore3.33-0.70
    Peru3.40-0.71
    Saudi Arabia3.97-0.73
    Philippines2.67-0.75
    United Arab Emirates3.33-0.75
    Ukraine6.15-0.78
    Guatemala3.89-0.84
    Serbia2.32-0.85
    Mongolia4.56-0.86
    Colombia3.70-0.87
    Canada4.80-0.87
    Vietnam2.83-0.89
    Russian Federation3.58-0.90
    Thailand3.11-0.96
    Qatar2.89-0.99
    Korea (South)2.77-1.04
    Croatia (Hrvatska)2.28-1.06
    Belgium4.30-1.10
    Azerbaijan3.65-1.11
    Australia3.55-1.15
    Brazil3.85-1.21
    Sweden2.76-1.28
    Netherlands3.38-1.47
    Ireland2.79-1.62
    United Kingdom3.08-1.68
    Bahrain4.52-1.79
    France4.77-2.24
    Luxembourg6.24-3.60
    Venezuela0.00-53.98
  • Consumer Staples Performance By Subindustry Last Month

    536
    Industrymonthchangepct
    Drug Retail15.40
    Food Distributors8.45
    Food Retail7.40
    Personal Products7.39
    Hypermarkets & Super Centers6.09
    Tobacco5.16
    Agricultural Products4.34
    Packaged Foods & Meats3.87
    Distillers & Vintners3.17
    Household Products-0.83
    Soft Drinks-0.92
    Brewers-3.63

    Consumer Staples By Subindustry Performance YTD

    544
    Industrymonthchangepct
    Packaged Foods & Meats8.90
    Distillers & Vintners8.09
    Food Distributors6.06
    Agricultural Products5.79
    Soft Drinks4.90
    Household Products4.83
    Hypermarkets & Super Centers3.92
    Personal Products-0.94
    Food Retail-1.09
    Brewers-4.25
    Tobacco-6.07
    Drug Retail-22.36

    Consumer Staples Performance in Various Countries Last Month

    e80
    countryPeriodChange
    Hong Kong22.22
    Sweden10.44
    Korea (South)10.33
    Poland10.05
    South Africa9.01
    Kenya7.61
    China7.49
    Indonesia6.82
    India6.23
    Russian Federation4.88
    Ireland4.79
    Germany4.52
    Taiwan4.39
    Saudi Arabia3.77
    United Kingdom3.73
    Malaysia3.42
    Norway2.76
    Japan2.43
    Morocco2.31
    Portugal2.12
    Brazil2.05
    France1.50
    Vietnam1.45
    United States1.28
    Mexico1.27
    Australia1.21
    Italy0.54
    Switzerland0.09
    Turkey0.06
    Canada-0.57
    Philippines-0.97
    Egypt-0.99
    Netherlands-1.16
    Kuwait-1.66
    Nigeria-2.36
    Thailand-3.83
    Denmark-5.18
    Chile-9.46
    Bangladesh-11.86
    Belgium-13.79

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

    35
    e44
    Emerging Markets Consumer Products
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    Valuation and Growth of Various Sectors in Consumer Staples

    35
    51d
  • Luxury goods are like the new consumer staples in China, fund manager says
  • Consumer Staples Select Sector SPDR Fund (NYSEARCA:XLP) Sets New 1-Year High at $63.20
  • Sectors tied to economic growth top U.S. strategists' picks for 2020
  • Can Consumer Staples Keep Building on Rise of 'XLP' ETF
  • It could be time to buy defensive stocks if the rally slows down. Here are some favorites
  • Best week in three despite late ASX fade
    52c
  • 8 Consumer Stocks That Will Lead the 'Late Cycle' Bull Market
  • General Mills Records 2nd-Quarter Earnings and Revenue Beat
  • Philip Morris (PM) Gains But Lags Market: What You Should Know
  • Outlook 2020: Here's where the experts think the TSX will end up one year from now
  • As slowdown deepens, HUL’s volume growth outlook remains at risk
  • Conagra stock soars as ‘on-trend’ plant-based meats and carbs help fuel earnings beat
    5f9
  • 8 Consumer Stocks That Will Lead the 'Late Cycle' Bull Market
  • Swaying Stocks: Lvmh Moet Henn (OTCMKTS: LVMUY)
  • Best ETFs for 2020: Consumer Staples Select Sector Fund (XLP) Is ...
  • Pacitti Group Inc. Purchases New Shares in Vanguard Consumer Staples ETF (NYSEARCA:VDC)
  • Stock market 2020 forecasts, S&P 500 year-end targets from Wall ...
  • Merit Financial Group LLC Has $5 Million Holdings in Vanguard Consumer Staples ETF (NYSEARCA:VDC)

    Link to Consumer Staples Macro Page

    Consumer Staples sector trades at 2019 simple average 1d PE Fy1 of 25.9 x and 2020 51 PE Fy2 of 17.4 x

    Consumer Staples sector trades at 2019 simple average 21 EV/EBITDA of 10.5 x and 2020 61 EV/EBITDA of 10.1 x

    In terms of Dividend yield Consumer Staples sector trades at 2019 1c Yield of 2.2 % and 2020 57 Dividend Yield of 2.4 %

    On ROE basis Consumer Staples sector trades at 2019 1a ROE of 6.9 % and 2020 50 ROE of 11.1 %

    Consumer Staples subindustries by 2019 EBITDA Margin %

    5a8
    Industry2019 EBITDA Margin
    Distillers & Vintners0.0
    Packaged Foods & Meats1.0
    Personal Products1.1
    Tobacco0.0
    Agricultural Products0.0
    Hypermarkets & Super Centers0.1
    Brewers0.0
    Food Retail0.0
    Household Products0.0
    Soft Drinks1.9
    Drug Retail0.0
    Food Distributors0.0
    Distributors - Consumer Staples0.0

    Consumer Staples most profitable companies by 2019 EBITDA Margin %

    9d0
    Industrycompany2019 EBITDA Margin
    Packaged Foods & MeatsCampbell Soup Co20.3
    Packaged Foods & MeatsConagra Brands Inc19.9
    Soft DrinksCoca-Cola European Partners PLC18.8
    Personal ProductsBeiersdorf AG16.9
    Packaged Foods & MeatsCharoen Pokphand Foods PCL7.3
    Hypermarkets & Super CentersDistribuidora Internacional de Alimentacion SA2.0
    Distillers & VintnersHite Jinro Co Ltd0.0
    Packaged Foods & MeatsOrion Holdings Corp0.0
    Personal ProductsAMOREPACIFIC Group0.0
    Packaged Foods & MeatsLotte Confectionery Co Ltd0.0
    TobaccoKT&G Corp0.0
    Personal ProductsLG Household & Health Care Ltd0.0
    Personal ProductsAmorepacific Corp0.0
    Packaged Foods & MeatsCJ CheilJedang Corp0.0
    Agricultural ProductsKernel Holding SA0.0

    Companies in Consumer Staples By Market Share %

    643
    companymarketshare
    Wal-Mart Stores Inc13.8
    CVS Health Corp5.2
    Costco Wholesale Corp4.1
    Walgreens Boots Alliance Inc3.5
    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 STATES48.4
    BRITAIN9.0
    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
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    Largest Companies in Consumer Staples by Market Capitalisation mn$

    1822
    TickerCompanyCountryIndustrySubIndustryMarketCapUSDmn
    WMT USWal-Mart Stores IncUNITED STATESFood & Staples RetailingHypermarkets & Super Centers343162.9
    PG USProcter & Gamble Co/TheUNITED STATESHousehold & Personal ProductsHousehold Products300504.4
    KO USCoca-Cola Co/TheUNITED STATESFood Beverage & TobaccoSoft Drinks225492.8
    PEP USPepsiCo IncUNITED STATESFood Beverage & TobaccoSoft Drinks185920.1
    OR FPL'Oreal SAFRANCEHousehold & Personal ProductsPersonal Products161342.5
    ABI BBAnheuser-Busch InBev SA/NVBELGIUMFood Beverage & TobaccoBrewers160577.7
    UNA NAUnilever NVBRITAINHousehold & Personal ProductsPersonal Products159944.5
    ULVR LNUnilever PLCBRITAINHousehold & Personal ProductsPersonal Products159929.4
    COST USCostco Wholesale CorpUNITED STATESFood & Staples RetailingHypermarkets & Super Centers133915.1
    PM USPhilip Morris International IncUNITED STATESFood Beverage & TobaccoTobacco130133.4
    CVS USCVS Health CorpUNITED STATESFood & Staples RetailingDrug Retail94892.3
    DGE LNDiageo PLCBRITAINFood Beverage & TobaccoDistillers & Vintners94567.7
    MO USAltria Group IncUNITED STATESFood Beverage & TobaccoTobacco87110.7
    BATS LNBritish American Tobacco PLCBRITAINFood Beverage & TobaccoTobacco85221.3
    MDLZ USMondelez International IncUNITED STATESFood Beverage & TobaccoPackaged Foods & Meats76166.7
    EL USEstee Lauder Cos Inc/TheUNITED STATESHousehold & Personal ProductsPersonal Products68904.3
    ABEV3 BZAmbev SABRAZILFood Beverage & TobaccoBrewers65433.1
    HUVR INHindustan Unilever LtdINDIAHousehold & Personal ProductsHousehold Products62049.7
    HEIA NAHeineken NVNETHERLANDSFood Beverage & TobaccoBrewers58877.9
    CL USColgate-Palmolive CoUNITED STATESHousehold & Personal ProductsHousehold Products57113.4

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

    13a1
    CountryIndustrySubIndustryNumber of companiesMarketCapUSDmn
    SOUTH KOREAHousehold & Personal ProductsPersonal Products331648.8
    CHINAHousehold & Personal ProductsPersonal Products17598.7
    JAPANHousehold & Personal ProductsPersonal Products266809.1
    JAPANHousehold & Personal ProductsHousehold Products119597.5
    BRITAINHousehold & Personal ProductsPersonal Products3321836.4
    GERMANYHousehold & Personal ProductsPersonal Products129178.1
    UNITED STATESHousehold & Personal ProductsHousehold Products6441401.3
    INDIAHousehold & Personal ProductsPersonal Products221467.9
    UNITED STATESHousehold & Personal ProductsPersonal Products168904.3
    GERMANYHousehold & Personal ProductsHousehold Products287695.7
    INDIAHousehold & Personal ProductsHousehold Products162049.7
    MEXICOHousehold & Personal ProductsHousehold Products16070.0
    BRAZILHousehold & Personal ProductsPersonal Products16609.4
    FRANCEHousehold & Personal ProductsPersonal Products1161342.5
    INDONESIAHousehold & Personal ProductsHousehold Products122891.6
    SOUTH KOREAFood Beverage & TobaccoDistillers & Vintners11783.4
    SOUTH KOREAFood Beverage & TobaccoPackaged Foods & Meats37503.0
    SOUTH KOREAFood Beverage & TobaccoTobacco111715.8
    UKRAINEFood Beverage & TobaccoAgricultural Products1839.0
    TAIWANFood Beverage & TobaccoPackaged Foods & Meats215470.8

    Top Companies Consumer Staples by Dividend Yield

    6d6
    TickerCompanyCountryIndustrySubIndustryDividendYld_fy1
    MHPC LIMHP SAUKRAINEFood Beverage & TobaccoPackaged Foods & Meats8.3
    MGNT RMMagnit PJSCRUSSIAFood & Staples RetailingFood Retail7.6
    BATS LNBritish American Tobacco PLCBRITAINFood Beverage & TobaccoTobacco7.2
    MO USAltria Group IncUNITED STATESFood Beverage & TobaccoTobacco7.1
    ROTH MKBritish American Tobacco Malaysia BhdMALAYSIAFood Beverage & TobaccoTobacco6.8

    Cheapest Companies in Consumer Staples on FY1 PE

    b37
    TickerCompanyCountryIndustrySubIndustryPE_fy1
    0KE GRKernel Holding SAUKRAINEFood Beverage & TobaccoAgricultural Products5.9
    004990 KSLotte Confectionery Co LtdSOUTH KOREAFood Beverage & TobaccoPackaged Foods & Meats6.2
    MHPC LIMHP SAUKRAINEFood Beverage & TobaccoPackaged Foods & Meats6.2
    AGRO LIRos Agro PLCRUSSIAFood Beverage & TobaccoAgricultural Products8.5
    AGRO RMRos AgroRussiaDistributors - Consumer StaplesDistributors - Consumer Staples8.5
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