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120

ML Rural Crafts Laboratory News

From Ancient Fertilizers into Materials Sector

Small Scale Materials

298
Craft News

  • How ancient ingredients and revamped recipes are rewriting India's ...
  • GUEST EDITORIAL: DeSantis keeping water policy promises
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    October 10, 2019

    Top Longs Based on Momentum

    982
    tickernamecountrysectorPeriodChange
    3993CHINA MOLYBDENUM LTD HChinaMaterials22.22
    UMIUMICORE SABelgiumMaterials17.46
    BRPTBARITO PACIFICIndonesiaMaterials16.67
    1313CHINA RESOURCES CEMENT HOLDINGS LTChinaMaterials14.61
    3407ASAHI KASEI CORPJapanMaterials13.80
    AMSANGLO AMERICAN PLATINUM LTDSouth AfricaMaterials13.28
    TKATHYSSENKRUPP AGGermanyMaterials10.87
    SUZB3SUZANO SABrazilMaterials10.09
    SUZB3SUZANO SABrazilMaterials10.09
    BLDBORAL LTDAustraliaMaterials9.44

    Top Shorts Based on Momentum

    9b3
    tickernamecountrysectorPeriodChange
    JSWJASTRZEBSKA SPOLKA WEGLOWA SAPolandMaterials-35.16
    003670POSCO CHEMICAL LTDKorea (South)Materials-20.25
    INTPINDOCEMENT TUNGGAL PRAKARSAIndonesiaMaterials-16.99
    INTPINDOCEMENT TUNGGAL PRAKARSAIndonesiaMaterials-16.99
    2330ADVANCED PETROCHEMICALSaudi ArabiaMaterials-16.41
    600547SHANDONG GOLD-MINING LTD AChinaMaterials-15.44
    581CHINA ORIENTAL LTDChinaMaterials-15.00
    SAPSAPPI LTDSouth AfricaMaterials-14.77
    SAPSAPPI LTDSouth AfricaMaterials-14.77
    TECK.BTECK RESOURCES SUBORDINATE VOTINGCanadaMaterials-13.48
    499
    MLIndexnameytd1monthFy1PE
    STRQMT Index New York Stock Exchange (NYSE)STRATAQUANT MATERIALS13.347.9811.6
    MSGUMAT Index MSCIMSCI World Materials Sec12.105.93-
    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
  • Materials Regional Performance Last Month

    720
    SubindustryEuropeEMUGEMWorld
    Materials: Paper & Forest Products-1.26-1.16-2.03-1.02
    Materials: Metals & Mining-5.43-5.38-2.06-2.56
    Materials Sector-3.76-3.58-1.84-3.46
    Materials Industry Group-3.76-3.58-1.84-3.46
    Materials: Chemicals-2.28-3.05-0.78-3.70
    Materials: Containers & Packaging0.130.13-4.31-4.38
    Materials: Construction Materials-7.55-7.72-3.41-5.51

    Materials Regional Performance YTD

    72d
    SubindustryEuropeEMUGEMWorld
    Materials: Construction Materials13.5114.96-0.1022.57
    Materials: Containers & Packaging12.0812.08-13.7113.73
    Materials: Chemicals8.397.95-18.127.29
    Materials Sector2.215.73-9.776.45
    Materials Industry Group2.215.73-9.776.45
    Materials: Metals & Mining-9.75-31.04-4.131.30
    Materials: Paper & Forest Products4.5211.49-27.481.01

    Materials Performance in Various Countries Last Month

    ed0
    countryPeriodChange
    Belgium17.46
    Finland7.39
    Sweden4.88
    Japan4.74
    Chile4.24
    Turkey3.64
    Qatar2.56
    Taiwan2.55
    Vietnam2.35
    Australia2.21
    Switzerland2.04
    Germany2.00
    Mexico1.13
    China0.95
    Bahrain0.87
    Brazil0.30
    Israel0.22
    Korea (South)0.03
    Malaysia-0.50
    Denmark-0.68
    Kuwait-1.57
    United States-1.61
    India-1.73
    Peru-1.83
    Colombia-2.26
    Russian Federation-2.50
    Saudi Arabia-2.76
    Austria-3.21
    United Kingdom-3.33
    Greece-3.61
    Netherlands-3.76
    Ireland-3.97
    Norway-3.99
    Canada-4.82
    France-6.45
    Thailand-6.58
    Nigeria-6.67
    South Africa-6.88
    Indonesia-7.65
    Bangladesh-8.70
    Poland-13.55

    Materials Valuation and Growth in Various Countries (Simple Averages)

    1b7a
    CountryPEFy0PEFy12019Growth
    SOUTH AFRICA14.378.6358.80
    HONG KONG8.037.9515.24
    JERSEY16.747.3413.22
    RUSSIA7.347.1212.37
    BRITAIN4.994.7710.84
    CYPRUS9.187.618.68
    IRELAND5.408.636.94
    AUSTRALIA8.7711.364.69
    GERMANY10.9216.563.34
    PERU15.1115.651.01
    BAHRAIN0.000.000.00
    ISRAEL0.000.000.00
    PAKISTAN0.000.000.00
    EGYPT0.000.000.00
    PHILIPPINES12.560.000.00
    BRITISH VIRGIN0.000.000.00
    GUERNSEY7.6813.970.00
    GIBRALTAR0.000.000.00
    FRANCE21.9123.60-0.94
    UNITED STATES15.9813.01-1.78
    COLOMBIA17.3111.64-3.39
    CHINA9.439.25-3.92
    SOUTH KOREA11.836.88-5.49
    DENMARK26.1825.09-5.64
    SWITZERLAND3.973.52-5.93
    MALAYSIA4.985.28-9.58
    INDIA3.444.06-10.32
    MEXICO10.7813.72-11.00
    NETHERLANDS5.8610.71-11.73
    BRAZIL11.3910.79-11.83
    CANADA2.533.42-12.27
    TAIWAN10.5611.86-13.00
    TURKEY5.596.15-14.26
    THAILAND10.7911.01-15.87
    BELGIUM19.9718.59-17.41
    NEW ZEALAND16.8213.06-22.13
    FINLAND3.945.91-22.63
    CHILE17.3117.96-22.92
    JAPAN9.5716.63-27.25
    SWEDEN10.2416.18-28.43
    INDONESIA22.1633.66-31.57
    NORWAY18.8532.88-71.91
    1365
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    Valuation and Growth of Various Sectors in Materials

    35
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    47d
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    467
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    Link to Materials Macro Page

    Materials sector trades at 2019 simple average 1d PE Fy1 of 16.1 x and 2020 49 PE Fy2 of 9.3 x

    Materials sector trades at 2019 simple average 20 EV/EBITDA of 5.9 x and 2020 59 EV/EBITDA of 5.4 x

    In terms of Dividend yield Materials sector trades at 2019 1c Yield of 4.2 % and 2020 50 Dividend Yield of 2.7 %

    On ROE basis Materials sector trades at 2019 1b ROE of 10.0 % and 2020 49 ROE of 11.0 %

    Materials subindustries by 2019 EBITDA Margin %

    720
    Industry2019 EBITDA Margin
    Silver61.8
    Precious Metals & Minerals38.5
    Gold19.6
    Specialty Chemicals21.7
    Construction Materials17.4
    Aluminum9.9
    Forest Products23.4
    Paper Products24.8
    Diversified Metals & Mining30.9
    Industrial Gases26.3
    Metal & Glass Containers15.3
    Fertilizers & Agricultural Che22.3
    Paper Packaging16.8
    Steel22.7
    Commodity Chemicals12.4
    Diversified Chemicals16.9
    Copper35.6

    Materials most profitable companies by 2019 EBITDA Margin %

    959
    Industrycompany2019 EBITDA Margin
    SteelBradespar SA94.5
    GoldFranco-Nevada Corp80.0
    GoldAriana Resources PLC77.6
    Diversified Metals & MiningAfrican Rainbow Minerals Ltd70.5
    GoldPolyus PJSC64.9
    GoldKoza Altin Isletmeleri AS62.6
    SilverWheaton Precious Metals Corp61.8
    SteelFortescue Metals Group Ltd60.1
    Diversified Metals & MiningMMC Norilsk Nickel PJSC56.3
    Diversified Metals & MiningMMC Norilsk Nickel PJSC56.3
    SteelKumba Iron Ore Ltd55.7
    CopperKAZ Minerals PLC54.6
    SteelShougang Fushan Resources Group Ltd54.2
    Diversified Metals & MiningBHP Billiton Ltd53.4
    Paper ProductsFibria Celulose SA52.8

    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
    CHINA7.4
    JAPAN6.3
    BRITAIN6.2
    RUSSIA5.9
    GERMANY5.6
    BRAZIL5.3
    INDIA5.0
    AUSTRALIA2.9
    TAIWAN2.8
    THAILAND2.2
    CANADA1.9
    SOUTH AFRICA1.7
    553
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    Largest Companies in Materials by Market Capitalisation mn$

    16e2
    TickerCompanyCountryIndustrySubIndustryMarketCapUSDmn
    BHP AUBHP Billiton LtdAUSTRALIAMaterialsDiversified Metals & Mining113578.3
    LIN GRLinde AGGERMANYMaterialsIndustrial Gases102732.1
    RIO AURio Tinto LtdBRITAINMaterialsDiversified Metals & Mining84722.2
    RIO LNRio Tinto PLCBRITAINMaterialsDiversified Metals & Mining84718.7
    BAS GRBASF SEGERMANYMaterialsDiversified Chemicals62957.9
    AI FPAir Liquide SAFRANCEMaterialsIndustrial Gases60686.4
    VALE3 BZVale SABRAZILMaterialsSteel58669.3
    VALE5 BZVale SABRAZILMaterialsSteel58669.3
    ECL USEcolab IncUNITED STATESMaterialsSpecialty Chemicals55049.8
    SHW USSherwin-Williams Co/TheUNITED STATESMaterialsSpecialty Chemicals51263.2
    DD USEI du Pont de Nemours & CoUNITED STATESMaterialsDiversified Chemicals48314.7
    APD USAir Products & Chemicals IncUNITED STATESMaterialsIndustrial Gases46658.0
    4063 JPShin-Etsu Chemical Co LtdJAPANMaterialsSpecialty Chemicals44717.1
    GMKN RMMMC Norilsk Nickel PJSCRUSSIAMaterialsDiversified Metals & Mining39190.2
    MNOD LIMMC Norilsk Nickel PJSCRUSSIAMaterialsDiversified Metals & Mining39134.1
    GLEN LNGlencore PLCSWITZERLANDMaterialsDiversified Metals & Mining37987.1
    DOW USDow Chemical Co/TheUNITED STATESMaterialsDiversified Chemicals32708.8
    ABX CNBarrick Gold CorpCANADAMaterialsGold31800.6
    NEM USNewmont Mining CorpUNITED STATESMaterialsGold31795.5
    914 HKAnhui Conch Cement Co LtdCHINAMaterialsConstruction Materials31010.2

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

    120c
    CountryIndustrySubIndustryNumber of companiesMarketCapUSDmn
    SOUTH KOREAMaterialsDiversified Chemicals21364.5
    SOUTH KOREAMaterialsSteel420156.7
    SOUTH KOREAMaterialsCommodity Chemicals630848.5
    SOUTH KOREAMaterialsDiversified Metals & Mining16852.5
    TAIWANMaterialsConstruction Materials315663.6
    TAIWANMaterialsCommodity Chemicals655198.0
    HONG KONGMaterialsConstruction Materials17050.2
    CHINAMaterialsAluminum213135.4
    TAIWANMaterialsFertilizers & Agricultural Che11573.7
    CHINAMaterialsGold1037497.2
    TAIWANMaterialsSteel324279.3
    CHINAMaterialsConstruction Materials444562.9
    HONG KONGMaterialsIndustrial Gases1279.8
    HONG KONGMaterialsPaper Products26080.0
    CHINAMaterialsCommodity Chemicals15273.9
    JAPANMaterialsCommodity Chemicals14243.7
    CHINAMaterialsCopper15741.2
    CHINAMaterialsFertilizers & Agricultural Che11081.3
    JAPANMaterialsSpecialty Chemicals144717.1
    JAPANMaterialsDiversified Chemicals110881.2

    Top Companies Materials by Dividend Yield

    676
    TickerCompanyCountryIndustrySubIndustryDividendYld_fy1
    TSG LNTrans-Siberian Gold PLCBRITAINMaterialsGold452.6
    EVR LNEvraz PLCRUSSIAMaterialsSteel16.9
    EREGL TIEregli Demir ve Celik Fabrikalari TASTURKEYMaterialsSteel16.0
    NLMK LINovolipetsk Steel PJSCRUSSIAMaterialsSteel15.2
    NLMK RMNovolipetsk Steel PJSCRUSSIAMaterialsSteel15.2

    Cheapest Companies in Materials on FY1 PE

    aef
    TickerCompanyCountryIndustrySubIndustryPE_fy1
    FXPO LNFerrexpo PLCSWITZERLANDMaterialsSteel2.2
    OI USOwens-Illinois IncUNITED STATESMaterialsMetal & Glass Containers3.9
    ASR SJAssore LtdSOUTH AFRICAMaterialsDiversified Metals & Mining4.4
    PAF LNPan African Resources PLCBRITAINMaterialsGold4.5
    ARI SJAfrican Rainbow Minerals LtdSOUTH AFRICAMaterialsDiversified Metals & Mining4.6
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