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ML Rural Crafts Laboratory News

371

From Ancient Fertilizers into Materials Sector

Small Scale Materials


Craft News

  • Global Organic Fertilizers Market Advanced Technology, Future ...
  • Two factors influencing the ancient grains revival
  • Ancient grains revolution: The new whole wheat 15
    March 1, 2019
    24

    Top Longs Based on Momentum

    9cd
    tickernamecountrysectorPeriodChange
    AMSANGLO AMERICAN PLATINUM LTDSouth AfricaMaterials49.83
    KIOKUMBA IRON ORE LTDSouth AfricaMaterials42.97
    FMGFORTESCUE METALS GROUP LTDAustraliaMaterials41.10
    ANGANGLOGOLD ASHANTI LTDSouth AfricaMaterials40.48
    GFIGOLD FIELDS LTDSouth AfricaMaterials39.18
    GFIGOLD FIELDS LTDSouth AfricaMaterials39.18
    FRESFRESNILLO PLCUnited KingdomMaterials37.57
    WPMWHEATON PRECIOUS METALS CORPCanadaMaterials34.35
    AALANGLO AMERICAN PLCUnited KingdomMaterials27.93
    INKPINDAH KIAT PULP & PAPERIndonesiaMaterials27.40

    Top Shorts Based on Momentum

    96f
    tickernamecountrysectorPeriodChange
    1208MMG LTDChinaMaterials-28.00
    GRASIMGRASIM INDUSTRIES LTDIndiaMaterials-18.42
    HPGHOA PHAT GROUPVietnamMaterials-16.20
    ALBALBEMARLE CORPUnited StatesMaterials-16.19
    JSWSTEELJSW STEEL LTDIndiaMaterials-14.41
    ULTRACEMCOULTRATECH CEMENT LTDIndiaMaterials-13.78
    WRKWESTROCKUnited StatesMaterials-13.59
    IPLINCITEC PIVOT LTDAustraliaMaterials-12.36
    TATASTEELTATA STEEL LTDIndiaMaterials-11.84
    003670POSCO CHEMTECH LTDKorea (South)Materials-11.46
    49c
    MLIndexnameytd1monthFy1PE
    STRQMT Index New York Stock Exchange (NYSE)STRATAQUANT MATERIALS6.522.649.4
    MSGUMAT Index MSCIMSCI World Materials Sector US3.783.83-
    MXEF Index MSCIMSCI EM3.393.5110.0

    Commodities YTD Performance

    1f40
    3cc
    NameUnitsKeyLastPriceCurrencyYTDChange USDpct1month
    Brent Crude (ICE)USD/bbl.Oil61.31USD22.082.06
    Rubber (Tokyo)JPY/kgRubber180.00JPY7.2110.43
    Palladium SpotUSD/t oz.Palladium1333.09USD6.239.16
    Lean Hogs (CME)USd/lb.Lean Hogs0.6378USD5.77-5.86
    Silver (Comex)USD/t oz.Silver15.73USD5.439.01
    Platinum SpotUSD/t oz.Platinum824.13USD3.864.17
    Oats (CBOT)USd/bu.Oats2.8625USD3.810.88
    3Mo Tin (LME)USD/MT3Mo Tin20065.00USD3.564.61
    Sugar #11 (ICE)USd/lb.Sugar0.1275USD2.821.43
    Soybean (CBOT)USd/bu.Soybean9.22USD2.791.57
    Rough Rice (CBOT)USD/cwtRough Rice10.79USD2.76-0.46
    Live Cattle (CME)USd/lb.Live Cattle1.258USD2.462.79
    Coffee 'C' (ICE)USd/lb.Coffee1.0454999999999999USD2.30-1.27
    Cocking CoalCNY/MTCocking Coal1423CNY1.57-6.38
    Gold SpotUSD/t oz.Gold1291.54USD1.434.48
    Cocoa (ICE)USD/MTCocoa2346.00USD1.3410.61
    Corn (CBOT)USd/bu.Corn3.8175USD1.06-0.33
    Ethanol (CBOT)USD/gal.Ethanol1.28USD0.791.59
    3Mo Zinc (LME)USD/MT3Mo Zinc2492.00USD0.73-4.81
    Wheat (CBOT)USd/bu.Wheat5.1825USD0.340.63
    Cotton #2 (ICE)USd/lb.Cotton0.7277USD0.30-9.22
    Canola (ICE)CAD/MTCanola484.10CAD0.120.06
    NickelUSD/MTNickel11015USD0.000.00
    Copper (Comex)USd/lb.Copper2.645USD-0.34-2.67
    Feeder Cattle (CME)USd/lb.Feeder Cattle1.449USD-0.45-0.40
    Lumber (CME)USD/1000 board feetLumber336.30USD-0.624.51
    3Mo Aluminum (LME)USD/MT3Mo Aluminum1852.50USD-2.14-5.92
    Orange Juice (ICE)USd/lb.Orange Juice1.251USD-2.23-13.06
    SteelUSD/MTSteel450USD-3.23-4.36
    Natural Gas (Nymex)USD/MMBtuNatural Gas3.07USD-13.76-29.91

    Country USD Yields Ordered By YTD Yield Change

    1f40
    countryYieldYieldChange
    Bermuda21.8713.22
    Zambia12.476.08
    Lebanon12.505.22
    Argentina9.403.72
    Tunisia9.213.42
    Ecuador9.632.88
    Ukraine9.362.57
    Turkey7.922.52
    Sri Lanka7.142.22
    Italy7.182.20
    Gabon8.212.16
    Oman6.631.89
    Jamaica7.981.88
    Kazakhstan6.501.86
    India6.361.75
    Egypt7.471.69
    Ghana7.731.68
    Kenya7.351.66
    Cote D'Ivoire (Ivory Coast)7.321.62
    Costa Rica7.601.59
    China6.211.58
    Senegal6.991.47
    Trinidad and Tobago5.641.47
    Nigeria7.301.42
    Bolivia6.331.35
    Pakistan7.471.33
    Singapore5.361.33
    Macau6.241.21
    Romania4.501.17
    Switzerland8.281.14
    Australia5.831.13
    Thailand4.801.07
    Jordan7.211.03
    Ethiopia6.831.02
    United States6.441.01
    Russian Federation5.391.00
    South Africa5.850.98
    Belgium6.380.98
    Lithuania3.430.96
    El Salvador7.450.94
    Dominican Republic5.750.92
    Mexico5.430.91
    Hong Kong4.840.90
    Serbia4.020.89
    Hungary3.990.83
    Chile5.150.81
    Morocco4.670.80
    Indonesia4.730.80
    Panama4.890.77
    Malaysia4.350.75
    Iraq7.140.75
    Slovak Republic3.210.73
    Mongolia6.150.73
    Netherlands5.570.72
    France7.380.71
    Vietnam4.410.70
    United Kingdom6.310.70
    Kuwait4.290.69
    Uruguay4.380.67
    Peru4.780.67
    Brazil6.290.67
    Angola7.610.63
    Poland3.290.59
    Croatia (Hrvatska)3.860.59
    Supranational4.160.59
    Saudi Arabia5.280.58
    Canada6.210.57
    Qatar4.360.56
    Guatemala5.290.56
    United Arab Emirates4.820.54
    Sweden4.560.52
    Colombia4.990.51
    Philippines3.910.49
    Taiwan3.900.45
    Ireland5.770.43
    Korea (South)4.120.42
    Germany5.560.42
    Finland4.420.38
    Paraguay5.530.37
    Israel5.760.34
    Azerbaijan4.930.17
    Bahrain6.04-0.14
    Luxembourg8.43-0.86
    Venezuela0.13-52.37
  • Materials Regional Performance Last Month 710
    SubindustryEuropeEMUGEMWorld
    Materials: Construction Materials2.893.92-2.074.46
    Materials: Containers & Packaging3.623.62-3.401.97
    Materials: Paper & Forest Products2.663.46-4.221.76
    Materials: Chemicals2.052.27-1.621.45
    Materials Sector1.131.77-2.311.00
    Materials Industry Group1.131.77-2.311.00
    Materials: Metals & Mining-0.80-7.02-2.57-0.58

    Materials Regional Performance YTD

    725
    SubindustryEuropeEMUGEMWorld
    Materials: Paper & Forest Products18.5019.0711.8017.48
    Materials: Containers & Packaging12.5912.5920.3214.99
    Materials: Construction Materials15.1114.672.5613.43
    Materials: Metals & Mining10.241.041.999.64
    Materials Sector9.919.292.468.78
    Materials Industry Group9.919.292.468.78
    Materials: Chemicals7.848.380.986.85

    Materials Performance in Various Countries Last Month

    e78
    countryPeriodChange
    South Africa24.54
    Argentina21.80
    Colombia19.89
    United Kingdom18.88
    Canada15.26
    Mexico13.59
    Indonesia11.93
    Turkey11.50
    Sweden11.43
    Bangladesh10.42
    Brazil10.14
    Australia8.62
    Korea (South)7.80
    Peru7.26
    Finland7.06
    Poland6.84
    Netherlands5.67
    Ireland5.60
    Russian Federation5.53
    Taiwan4.59
    Switzerland3.38
    Norway2.94
    Chile2.39
    Nigeria1.96
    France1.04
    China1.04
    Greece0.62
    Israel-0.69
    Germany-0.76
    Japan-0.78
    United States-1.46
    Thailand-2.22
    Denmark-2.53
    Bahrain-2.53
    Belgium-2.56
    Austria-3.73
    Vietnam-5.41
    Malaysia-7.38
    India-7.53
    Kuwait-8.58

    Materials Valuation and Growth in Various Countries (Simple Averages)

    1acc
    CountryPEFy0PEFy12018Growth
    GUERNSEY0.005.29189.66
    CYPRUS13.8614.20101.95
    INDIA10.6210.1147.34
    JAPAN13.1813.1343.19
    MEXICO19.7016.2942.31
    PERU25.0718.7635.78
    FINLAND8.376.9031.33
    NORWAY20.2914.0027.94
    HONG KONG8.516.0326.96
    UNITED STATES18.5013.0525.00
    CHINA11.969.6524.29
    INDONESIA13.3433.9724.07
    SWEDEN24.7918.4424.00
    BRAZIL11.529.1922.44
    RUSSIA6.078.3921.95
    JERSEY17.0718.4221.85
    FRANCE20.0119.2419.83
    BELGIUM19.1723.2719.68
    AUSTRALIA12.4413.8817.27
    NETHERLANDS7.7412.3617.12
    GERMANY24.4616.8216.53
    SOUTH KOREA3.406.8415.64
    SWITZERLAND1.044.1514.77
    DENMARK33.5728.4212.86
    CHILE20.8028.9212.05
    COLOMBIA19.4720.3311.61
    CANADA10.579.089.81
    SOUTH AFRICA11.7712.728.97
    PHILIPPINES0.007.688.76
    TAIWAN11.5312.557.11
    THAILAND10.2112.854.59
    MALAYSIA9.518.254.25
    IRELAND6.8911.543.78
    BAHRAIN0.000.000.00
    ISRAEL0.000.000.00
    PAKISTAN0.000.000.00
    EGYPT0.000.000.00
    BRITISH VIRGIN0.000.000.00
    GIBRALTAR0.000.000.00
    BRITAIN7.624.68-4.34
    TURKEY7.075.13-4.83
    1759
    Emerging Markets Chemicals
  • 2019-2028 Global Textile Chemicals Market: Industry Trends ...
  • Is SPDR S&P Emerging Markets Dividend ETF (EDIV) a Strong ETF ...
  • Global bodies & emerging markets reporter
  • Oilfield Chemicals Market to Reach $29.45 Billion By 2026 | Reports .../---/
    Emerging Markets Construction Materials
  • 2019-2028 Global Waterproof Material Market: Industry Trends ...
  • Silica Sand Market 2019 Global Industry - Key Players, Market Size ...
  • Global Plastic and Competitive Pipe Market to Actively Foray into ...
  • How Infra.Market Is Using Tech to Bring The Unorganized Real .../---/
    Emerging Markets Containers & Packaging
  • Brambles to sell its re-usable plastic containers business
  • 2019-2028 Global Retail Ready Packaging Market: Industry Trends ...
  • Pharmaceutical Glass Packaging Market is expected to exhibit a ...
  • 2019-2028 Global PET containers Market: Industry Trends, Business .../---/
    Emerging Markets Forest & Paper Products
  • UPM CEO Jussi Pesonen named European CEO of the Year
  • Resolute Forest Products Inc. (RFP) Under the Quant Eye as GP ...
  • Biomass Power Industry Analysis to 2023 | DONG Energy, Wilcox ...
  • Aegis Financial Stake in Resolute Forest Products (RFP) Trimmed .../---/
    Emerging Markets Iron & Steel
  • Why The Pain Isn't Over Yet for Emerging Markets
  • Iron and Steel Slag Market 2019 Precise Outlook- Stein, Inc., JFE ...
  • Steel Market 2018: Industry outlook, Emerging Trends, Size, Share ...
  • 2019-2028 Global Ceramic Fiber Market: Industry Trends, Business .../---/
    Emerging Markets Metals & Mining
  • Copper price surges as stocks hit 12-year lows
  • As Fed Eyes Inflation Overshoot, JPMorgan Likes Gold, TIPS
  • Mining investments and trading increase through equipment market
  • Process Instrumentation Market is Expected to Get at a CAGR of 5 .../---/

    Valuation and Growth of Various Sectors in Materials

    35
    42a
  • Mid-Afternoon Market Update: Box Drops On Weak Forecast ...
  • Summit Materials Inc (SUM) Shares Bought by Bank of Montreal Can
  • Eagle Materials, Inc. (NYSE:EXP) Shares Sold by Chartwell ...
  • US-China Trade Optimism Sparks Global Equities Rally but Dow ...
  • Equities rise in Asia after Trump extends China trade truce
    3b1
  • Investors expect lowe earnings growth on Applied Materials, Inc ...
  • CRH posts strong 2018 earnings growth thanks to good ...
  • 3D Systems Corporation (DDD) Q4 2018 Earnings Conference Call ...
  • Versum Materials (VSM) to touch 6.30% Earnings growth for next year 4
    470
  • Recent Fundamentals: – Versum Materials, Inc., (NYSE: VSM)
  • Primed To Move Up : – Applied Materials, Inc., (NASDAQ: AMAT)
  • Rayonier Advanced Materials Inc. (NYSE:RYAM) Has Reported ...
  • Let's Make Some Money With: – Enphase Energy, Inc., (NASDAQ ...
  • Momentum Continue?: – Entegris, Inc., (NASDAQ: ENTG)

    Link to Materials Macro Page

    Materials sector trades at 2018 simple average 1d PE Fy1 of 11.1 x and 2018 4a PE Fy2 of 10.5 x

    Materials sector trades at 2018 simple average 20 EV/EBITDA of 6.6 x and 2018 59 EV/EBITDA of 6.2 x

    In terms of Dividend yield Materials sector trades at 2018 1c Yield of 2.0 % and 2018 50 Dividend Yield of 2.2 %

    On ROE basis Materials sector trades at 2018 1b ROE of 10.6 % and 2018 55 ROE of 11.6 %

    Largest Companies in Materials by Market Capitalisation mn$

    16ed
    TickerCompanyCountryIndustrySubIndustryMarketCapUSDmn
    BLT LNBHP Billiton PLCAUSTRALIAMaterialsDiversified Metals & Mining125850.6
    BHP AUBHP Billiton LtdAUSTRALIAMaterialsDiversified Metals & Mining125844.5
    RIO LNRio Tinto PLCBRITAINMaterialsDiversified Metals & Mining102722.2
    RIO AURio Tinto LtdBRITAINMaterialsDiversified Metals & Mining102714.0
    BAS GRBASF SEGERMANYMaterialsDiversified Chemicals98131.8
    GLEN LNGlencore PLCSWITZERLANDMaterialsDiversified Metals & Mining77457.8
    VALE3 BZVale SABRAZILMaterialsSteel76223.7
    VALE5 BZVale SABRAZILMaterialsSteel76223.7
    AI FPAir Liquide SAFRANCEMaterialsIndustrial Gases53969.2
    MON USMonsanto CoUNITED STATESMaterialsFertilizers & Agricultural Che53244.3
    4063 JPShin-Etsu Chemical Co LtdJAPANMaterialsSpecialty Chemicals46644.7
    PX USPraxair IncUNITED STATESMaterialsIndustrial Gases43979.4
    LYB USLyondellBasell Industries NVUNITED STATESMaterialsCommodity Chemicals42901.0
    LIN GRLinde AGGERMANYMaterialsIndustrial Gases41855.4
    SCCO USSouthern Copper CorpPERUMaterialsCopper39036.5
    ECL USEcolab IncUNITED STATESMaterialsSpecialty Chemicals37989.3
    SHW USSherwin-Williams Co/TheUNITED STATESMaterialsSpecialty Chemicals37620.7
    APD USAir Products & Chemicals IncUNITED STATESMaterialsIndustrial Gases35825.0
    GMKN RMMMC Norilsk Nickel PJSCRUSSIAMaterialsDiversified Metals & Mining31581.5
    MNOD LIMMC Norilsk Nickel PJSCRUSSIAMaterialsDiversified Metals & Mining31562.1

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

    120b
    CountryIndustrySubIndustryNumber of companiesMarketCapUSDmn
    SOUTH KOREAMaterialsDiversified Chemicals23575.8
    SOUTH KOREAMaterialsSteel436275.4
    SOUTH KOREAMaterialsCommodity Chemicals653418.9
    SOUTH KOREAMaterialsDiversified Metals & Mining19035.7
    TAIWANMaterialsConstruction Materials312402.1
    TAIWANMaterialsCommodity Chemicals667562.3
    HONG KONGMaterialsConstruction Materials14727.4
    CHINAMaterialsAluminum220097.3
    TAIWANMaterialsFertilizers & Agricultural Che11291.0
    CHINAMaterialsGold1036753.9
    TAIWANMaterialsSteel327758.1
    CHINAMaterialsConstruction Materials442873.2
    HONG KONGMaterialsIndustrial Gases10.0
    HONG KONGMaterialsPaper Products211756.4
    CHINAMaterialsCommodity Chemicals18692.9
    JAPANMaterialsCommodity Chemicals16286.2
    CHINAMaterialsCopper18208.3
    CHINAMaterialsFertilizers & Agricultural Che11461.7
    JAPANMaterialsSpecialty Chemicals146644.7
    JAPANMaterialsDiversified Chemicals115595.7

    Top Companies Materials by Dividend Yield

    66c
    TickerCompanyCountryIndustrySubIndustryDividendYld_fy1
    SVST LISeverstal PJSCRUSSIAMaterialsSteel9.1
    CHMF RMSeverstal PJSCRUSSIAMaterialsSteel9.1
    NLMK RMNovolipetsk Steel PJSCRUSSIAMaterialsSteel8.0
    NLMK LINovolipetsk Steel PJSCRUSSIAMaterialsSteel8.0
    MAGN RMMagnitogorsk Iron & Steel Works PJSCRUSSIAMaterialsSteel7.9

    Cheapest Companies in Materials on FY1 PE

    690
    TickerCompanyCountryIndustrySubIndustryPE_fy1
    TSG LNTrans-Siberian Gold PLCBRITAINMaterialsGold2.3
    MTLR RMMechel PJSCRUSSIAMaterialsSteel4.7
    URKA RMUralkali PJSCRUSSIAMaterialsFertilizers & Agricultural Che5.1
    GOAU4 BZMetalurgica Gerdau SABRAZILMaterialsSteel5.2
    SHG LNShanta Gold LtdGUERNSEYMaterialsGold5.3


    Earnings Relises and Dividends

    4c4
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