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120

ML Rural Crafts Laboratory News

From Ancient Fertilizers into Materials Sector

Small Scale Materials

248
Craft News

  • Global Organic Fertilizers Market 2019 Rising With a Significant and ...
  • More Than a Precious Metal: How Platinum Improves Our World
  • Global Fertilizer Additives Market 2019 Rising With a Significant and ... 39
    July 24, 2019

    Top Longs Based on Momentum

    9c2
    tickernamecountrysectorPeriodChange
    TKIMPABRIK KERTAS TJIWI KIMIAIndonesiaMaterials29.58
    3323CHINA NATIONAL BUILDING MATERIAL LChinaMaterials23.68
    ABXBARRICK GOLD CORPCanadaMaterials21.61
    ANGANGLOGOLD ASHANTI LTDSouth AfricaMaterials21.52
    3030SAUDI CEMENTSaudi ArabiaMaterials20.20
    LOMALOMA NEGRA INDUSTRIAL ARGENTINA SOArgentinaMaterials19.46
    PLZLPOLYUSRussian FederationMaterials18.02
    BRKM5BRASKEM PREF SERIES A SABrazilMaterials15.18
    INKPINDAH KIAT PULP & PAPERIndonesiaMaterials14.81
    LXSLANXESS AGGermanyMaterials13.56

    Top Shorts Based on Momentum

    9b1
    tickernamecountrysectorPeriodChange
    MPHCMESAIEED PETROCHEMICAL HOLDINGQatarMaterials-90.06
    UPLUPL LTDIndiaMaterials-36.92
    000898ANGANG STEEL LTD AChinaMaterials-26.39
    CHRCHR HANSEN HOLDINGDenmarkMaterials-18.94
    DPMPETROVIETNAM FERTILIZER AND CHEMICVietnamMaterials-12.99
    003670POSCO CHEMICAL LTDKorea (South)Materials-10.82
    338SINOPEC SHANGHAI PETROCHEMICAL LTDChinaMaterials-9.52
    323MAANSHAN IRON AND STEEL LTD HChinaMaterials-9.52
    JSWJASTRZEBSKA SPOLKA WEGLOWA SAPolandMaterials-8.71
    LHBLLAFARGEHOLCIM BANGLADESH LTDBangladeshMaterials-8.51
    499
    MLIndexnameytd1monthFy1PE
    MSGUMAT Index MSCIMSCI World Materials Sec15.517.12-
    STRQMT Index New York Stock Exchange (NYSE)STRATAQUANT MATERIALS15.346.0811.6
    MXEF Index MSCIMSCI EM9.695.3911.5

    Commodities YTD Performance

    1f40
    NameUnitsKeyLastPriceCurrencyYTDChange USDpct1month
    Brent Crude (ICE)USD/bbl.Oil66.91USD33.237.11
    Palladium SpotUSD/t oz.Palladium1558.10USD24.1612.45
    Ethanol (CBOT)USD/gal.Ethanol1.55USD22.055.44
    NickelUSD/MTNickel13085USD18.7912.90
    Lean Hogs (CME)USd/lb.Lean Hogs0.716USD18.74-16.94
    Corn (CBOT)USd/bu.Corn4.4775USD18.538.28
    Rough Rice (CBOT)USD/cwtRough Rice11.90USD13.331.45
    Gold SpotUSD/t oz.Gold1409.22USD10.676.09
    Cocoa (ICE)USD/MTCocoa2491.00USD7.60-0.48
    Lumber (CME)USD/1000 board feetLumber355.80USD5.149.71
    Coffee 'C' (ICE)USd/lb.Coffee1.0695000000000001USD4.658.47
    Rubber (Tokyo)JPY/kgRubber175.50JPY4.53-14.31
    Platinum SpotUSD/t oz.Platinum825.97USD4.092.40
    Soybean (CBOT)USd/bu.Soybean9.17USD2.237.41
    Silver (Comex)USD/t oz.Silver15.16USD1.613.34
    Copper (Comex)USd/lb.Copper2.693USD1.470.43
    Oats (CBOT)USd/bu.Oats2.7875USD1.09-5.51
    Wheat (CBOT)USd/bu.Wheat5.2075USD0.823.53
    Sugar #11 (ICE)USd/lb.Sugar0.12380000000000001USD-0.16-0.16
    SteelUSD/MTSteel464USD-0.22-2.52
    3Mo Zinc (LME)USD/MT3Mo Zinc2428.00USD-1.86-1.94
    Cocking CoalCNY/MTCocking Coal1374 CNY-1.930.29
    Feeder Cattle (CME)USd/lb.Feeder Cattle1.4263USD-2.012.01
    3Mo Aluminum (LME)USD/MT3Mo Aluminum1828.00USD-3.432.99
    3Mo Tin (LME)USD/MT3Mo Tin18345.00USD-5.32-4.65
    Canola (ICE)CAD/MTCanola445.40CAD-7.88-3.80
    Live Cattle (CME)USd/lb.Live Cattle1.0933USD-10.952.85
    Cotton #2 (ICE)USd/lb.Cotton0.6331USD-12.74-3.71
    Orange Juice (ICE)USd/lb.Orange Juice1.0255USD-19.850.89
    Natural Gas (Nymex)USD/MMBtuNatural Gas2.41USD-32.301.69

    Country USD Yields Ordered By YTD Yield Change

    1f40
    countryYieldYieldChange
    Zambia14.938.53
    Jamaica12.005.94
    Argentina9.793.98
    Lebanon10.543.16
    Turkey7.381.90
    Tunisia7.331.54
    Switzerland8.451.31
    Sri Lanka6.211.24
    Oman5.780.83
    Cote D'Ivoire (Ivory Coast)6.370.67
    Senegal6.070.55
    Gabon6.570.52
    Kazakhstan5.260.49
    Israel5.940.49
    Trinidad and Tobago4.400.24
    India4.790.23
    China5.050.21
    Ecuador7.040.17
    Italy5.140.16
    El Salvador6.670.15
    Mexico4.670.06
    Lithuania2.490.02
    Egypt6.030.00
    Ghana6.03-0.08
    United States5.28-0.08
    Ukraine6.68-0.11
    Romania3.21-0.12
    Slovak Republic2.36-0.12
    Singapore3.86-0.17
    Dominican Republic4.74-0.19
    Costa Rica5.92-0.19
    Bolivia4.76-0.22
    Belgium5.18-0.22
    Nigeria5.65-0.23
    Vietnam3.48-0.23
    Russian Federation4.28-0.24
    Ethiopia5.57-0.24
    Jordan5.93-0.26
    Morocco3.67-0.28
    Indonesia3.69-0.30
    Saudi Arabia4.39-0.31
    Uruguay3.39-0.32
    Hong Kong3.65-0.32
    Serbia2.82-0.35
    Malaysia3.24-0.36
    Kuwait3.39-0.38
    Panama3.84-0.39
    Taiwan3.00-0.45
    Peru3.65-0.46
    Guatemala4.27-0.46
    Paraguay4.69-0.47
    South Africa4.50-0.48
    Kenya5.20-0.49
    Philippines2.92-0.50
    Angola6.48-0.50
    Ireland4.49-0.52
    Netherlands4.33-0.52
    Iraq5.86-0.53
    Hungary2.72-0.53
    Poland2.21-0.54
    Chile3.75-0.58
    Mongolia4.84-0.58
    Macau4.45-0.58
    United Arab Emirates3.60-0.62
    Pakistan5.50-0.64
    Finland3.38-0.66
    Qatar3.16-0.67
    Korea (South)3.07-0.74
    Thailand3.32-0.75
    Croatia (Hrvatska)2.54-0.80
    Brazil4.25-0.81
    Canada4.74-0.87
    United Kingdom3.95-0.87
    Australia3.80-0.89
    Colombia3.68-0.90
    Azerbaijan3.82-0.94
    Bahrain5.33-0.98
    France5.66-1.01
    Sweden2.86-1.18
    Germany3.63-1.51
    Luxembourg7.53-2.14
    Venezuela0.00-53.30
  • Materials Regional Performance Last Month

    71c
    SubindustryEuropeEMUGEMWorld
    Materials: Construction Materials0.770.64-0.320.70
    Materials: Containers & Packaging7.417.414.24-0.53
    Materials Sector-2.25-1.73-1.59-1.17
    Materials Industry Group-2.25-1.73-1.59-1.17
    Materials: Chemicals-2.34-1.82-3.19-1.23
    Materials: Metals & Mining-3.12-6.33-0.99-1.38
    Materials: Paper & Forest Products-2.89-3.60-1.28-3.81

    Materials Regional Performance YTD

    72e
    SubindustryEuropeEMUGEMWorld
    Materials: Construction Materials24.0126.3912.4424.87
    Materials: Containers & Packaging22.4122.418.5321.68
    Materials: Metals & Mining10.27-17.067.7514.69
    Materials Sector12.289.772.4413.66
    Materials Industry Group12.289.772.4413.66
    Materials: Chemicals12.3110.94-6.2111.59
    Materials: Paper & Forest Products2.610.44-12.951.39

    Materials Performance in Various Countries Last Month

    f23
    countryPeriodChange
    Argentina19.46
    Indonesia11.13
    Brazil9.66
    Canada8.40
    Colombia7.17
    France5.54
    Ireland5.36
    Austria5.03
    United Kingdom4.83
    Peru4.49
    Netherlands4.30
    South Africa4.07
    Russian Federation3.44
    China2.62
    Finland2.09
    Australia1.91
    Saudi Arabia1.56
    Germany1.11
    Bahrain0.90
    United States0.75
    Norway0.68
    Japan0.44
    Malaysia0.17
    Greece0.15
    Switzerland0.08
    Mexico-0.66
    Belgium-0.82
    Israel-0.97
    Chile-1.35
    Poland-1.40
    Sweden-1.52
    Taiwan-1.65
    Korea (South)-1.82
    Turkey-2.33
    Thailand-3.29
    India-4.49
    Kuwait-4.81
    Nigeria-7.69
    Bangladesh-8.51
    Vietnam-9.55
    Denmark-9.80
    Qatar-90.06

    Materials Valuation and Growth in Various Countries (Simple Averages)

    1b6f
    CountryPEFy0PEFy12019Growth
    SOUTH AFRICA12.6210.2840.78
    BRAZIL11.399.5533.69
    HONG KONG7.557.9121.72
    COLOMBIA17.317.5319.18
    AUSTRALIA9.1010.3717.84
    GERMANY8.7416.2114.46
    BRITAIN5.054.2712.47
    RUSSIA7.347.0311.91
    PERU15.1116.8311.24
    JERSEY16.747.649.92
    MEXICO13.0712.097.71
    IRELAND5.407.656.97
    SOUTH KOREA11.836.554.79
    FRANCE21.9122.171.16
    CANADA2.532.691.08
    GUERNSEY7.6810.990.14
    BAHRAIN0.000.000.00
    NEW ZEALAND0.0011.590.00
    ISRAEL0.000.000.00
    PAKISTAN0.000.000.00
    EGYPT0.000.000.00
    PHILIPPINES12.560.000.00
    BRITISH VIRGIN0.0011.550.00
    GIBRALTAR0.000.000.00
    CHINA9.4311.14-0.76
    UNITED STATES15.3814.02-1.33
    DENMARK26.1826.77-1.42
    CYPRUS9.188.44-2.20
    SWITZERLAND3.973.08-2.42
    THAILAND10.7911.40-3.64
    INDIA4.277.87-3.85
    CHILE17.3116.25-5.97
    MALAYSIA4.985.50-5.97
    TAIWAN10.5611.61-8.84
    NETHERLANDS5.8610.96-10.59
    JAPAN9.5710.11-10.83
    BELGIUM19.9715.89-13.11
    FINLAND3.944.83-14.27
    SWEDEN10.2413.84-15.91
    TURKEY5.595.76-19.11
    INDONESIA22.1632.24-23.70
    NORWAY18.8520.76-53.51
    1911
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    Emerging Markets Metals & Mining
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    Valuation and Growth of Various Sectors in Materials

    35
    40d
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    461
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    52a
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    Link to Materials Macro Page

    Materials sector trades at 2019 simple average 1d PE Fy1 of 12.3 x and 2020 4a PE Fy2 of 10.2 x

    Materials sector trades at 2019 simple average 20 EV/EBITDA of 6.0 x and 2020 59 EV/EBITDA of 5.6 x

    In terms of Dividend yield Materials sector trades at 2019 1c Yield of 4.6 % and 2020 50 Dividend Yield of 2.6 %

    On ROE basis Materials sector trades at 2019 1b ROE of 11.0 % and 2020 49 ROE of 11.5 %

    Materials subindustries by 2019 EBITDA Margin %

    721
    Industry2019 EBITDA Margin
    Silver65.4
    Precious Metals & Minerals36.1
    Gold17.6
    Specialty Chemicals21.5
    Construction Materials17.3
    Paper Products25.6
    Forest Products24.6
    Aluminum10.7
    Industrial Gases26.2
    Diversified Metals & Mining30.1
    Metal & Glass Containers15.6
    Fertilizers & Agricultural Che22.8
    Paper Packaging17.1
    Steel23.0
    Commodity Chemicals13.0
    Diversified Chemicals17.6
    Copper36.9

    Materials most profitable companies by 2019 EBITDA Margin %

    93c
    Industrycompany2019 EBITDA Margin
    SteelBradespar SA95.7
    GoldFranco-Nevada Corp78.4
    GoldAriana Resources PLC77.6
    SilverWheaton Precious Metals Corp65.4
    GoldPolyus PJSC63.7
    GoldKoza Altin Isletmeleri AS59.4
    SteelFortescue Metals Group Ltd55.8
    Diversified Metals & MiningMMC Norilsk Nickel PJSC54.3
    Diversified Metals & MiningMMC Norilsk Nickel PJSC54.3
    CopperKAZ Minerals PLC53.7
    Diversified Metals & MiningBHP Billiton Ltd53.5
    Paper ProductsFibria Celulose SA52.8
    SteelShougang Fushan Resources Group Ltd51.4
    CopperSouthern Copper Corp50.6
    SteelKumba Iron Ore Ltd49.8

    Companies in Materials By Market Share %

    659
    companymarketshare
    Glencore PLC8.4
    BASF SE2.8
    POSCO2.3
    Nippon Steel & Sumitomo Metal Corp2.1
    Dow Chemical Co/The1.9
    BHP Billiton Ltd1.7
    thyssenkrupp AG1.6
    Rio Tinto Ltd1.6
    Rio Tinto PLC1.6
    LyondellBasell Industries NV1.5
    Vale SA1.4
    Mitsubishi Chemical Holdings Corp1.4
    JFE Holdings Inc1.3
    China National Building Material Co Ltd1.3
    Jiangxi Copper Co Ltd1.2

    Countries Market Share in Materials %

    589
    countrymarketshare
    UNITED STATES15.0
    SWITZERLAND10.3
    SOUTH KOREA9.1
    CHINA7.5
    JAPAN6.3
    BRITAIN6.2
    RUSSIA5.9
    GERMANY5.6
    BRAZIL5.3
    INDIA5.1
    TAIWAN2.8
    AUSTRALIA2.7
    THAILAND2.2
    CANADA1.9
    SOUTH AFRICA1.7
    57e
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    Largest Companies in Materials by Market Capitalisation mn$

    170d
    TickerCompanyCountryIndustrySubIndustryMarketCapUSDmn
    BHP AUBHP Billiton LtdAUSTRALIAMaterialsDiversified Metals & Mining141101.0
    LIN GRLinde AGGERMANYMaterialsIndustrial Gases109488.4
    RIO AURio Tinto LtdBRITAINMaterialsDiversified Metals & Mining106640.1
    RIO LNRio Tinto PLCBRITAINMaterialsDiversified Metals & Mining106633.6
    VALE5 BZVale SABRAZILMaterialsSteel71895.6
    VALE3 BZVale SABRAZILMaterialsSteel71857.0
    BAS GRBASF SEGERMANYMaterialsDiversified Chemicals65007.1
    AI FPAir Liquide SAFRANCEMaterialsIndustrial Gases59552.8
    ECL USEcolab IncUNITED STATESMaterialsSpecialty Chemicals56841.4
    DD USEI du Pont de Nemours & CoUNITED STATESMaterialsDiversified Chemicals56376.9
    APD USAir Products & Chemicals IncUNITED STATESMaterialsIndustrial Gases50432.4
    GLEN LNGlencore PLCSWITZERLANDMaterialsDiversified Metals & Mining48147.3
    SHW USSherwin-Williams Co/TheUNITED STATESMaterialsSpecialty Chemicals42679.6
    4063 JPShin-Etsu Chemical Co LtdJAPANMaterialsSpecialty Chemicals40476.6
    AAL LNAnglo American PLCBRITAINMaterialsDiversified Metals & Mining36891.7
    AGL SJAnglo American PLCBRITAINMaterialsDiversified Metals & Mining36817.0
    DOW USDow Chemical Co/TheUNITED STATESMaterialsDiversified Chemicals36580.1
    MNOD LIMMC Norilsk Nickel PJSCRUSSIAMaterialsDiversified Metals & Mining36080.0
    GMKN RMMMC Norilsk Nickel PJSCRUSSIAMaterialsDiversified Metals & Mining36069.1
    914 HKAnhui Conch Cement Co LtdCHINAMaterialsConstruction Materials32973.8

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

    120c
    CountryIndustrySubIndustryNumber of companiesMarketCapUSDmn
    SOUTH KOREAMaterialsDiversified Chemicals21969.9
    SOUTH KOREAMaterialsSteel423303.8
    SOUTH KOREAMaterialsCommodity Chemicals637057.2
    SOUTH KOREAMaterialsDiversified Metals & Mining17396.5
    TAIWANMaterialsConstruction Materials316902.0
    TAIWANMaterialsCommodity Chemicals662361.9
    HONG KONGMaterialsConstruction Materials16964.9
    CHINAMaterialsAluminum215361.3
    TAIWANMaterialsFertilizers & Agricultural Che11494.3
    CHINAMaterialsGold1038752.4
    TAIWANMaterialsSteel326099.5
    CHINAMaterialsConstruction Materials447900.8
    HONG KONGMaterialsIndustrial Gases1231.5
    HONG KONGMaterialsPaper Products27438.4
    CHINAMaterialsCommodity Chemicals16921.5
    JAPANMaterialsCommodity Chemicals14317.9
    CHINAMaterialsCopper16557.7
    CHINAMaterialsFertilizers & Agricultural Che11294.3
    JAPANMaterialsSpecialty Chemicals140476.6
    JAPANMaterialsDiversified Chemicals110836.3

    Top Companies Materials by Dividend Yield

    674
    TickerCompanyCountryIndustrySubIndustryDividendYld_fy1
    TSG LNTrans-Siberian Gold PLCBRITAINMaterialsGold607.3
    EREGL TIEregli Demir ve Celik Fabrikalari TASTURKEYMaterialsSteel13.2
    CHMF RMSeverstal PJSCRUSSIAMaterialsSteel12.2
    SVST LISeverstal PJSCRUSSIAMaterialsSteel12.2
    NLMK LINovolipetsk Steel PJSCRUSSIAMaterialsSteel12.0

    Cheapest Companies in Materials on FY1 PE

    a97
    TickerCompanyCountryIndustrySubIndustryPE_fy1
    SRB LNSerabi Gold PLCBRITAINMaterialsGold0.1
    486 HKUnited Co RUSAL PLCRUSSIAMaterialsAluminum4.1
    RUAL RMUnited Co RUSAL PLCRUSSIAMaterialsAluminum4.2
    FXPO LNFerrexpo PLCSWITZERLANDMaterialsSteel4.4
    BRAP4 BZBradespar SABRAZILMaterialsSteel5.2
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