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120

ML Rural Crafts Laboratory News

From Ancient Fertilizers into Materials Sector

Small Scale Materials

33b
Craft News

  • Global Phosphate Rock Market Analysis & Trends During the ...
  • Biochar: Ancient Method for Long-Term Soil-Building
  • The iron ocean
  • Global Phosphate Rock Market Analysis, Trends & Forecast 2015 ...
    December 20, 2019
    24

    Top Longs Based on Momentum

    983
    tickernamecountrysectorPeriodChange
    INKPINDAH KIAT PULP & PAPERIndonesiaMaterials32.56
    FCXFREEPORT MCMORAN INCUnited StatesMaterials26.91
    TATASTEELTATA STEEL LTDIndiaMaterials26.48
    003670POSCO CHEMICAL LTDKorea (South)Materials23.54
    DOWDOW INCUnited StatesMaterials23.53
    AKEARKEMA SAFranceMaterials22.31
    GMEXICOBGRUPO MEXICO BMexicoMaterials22.22
    GMEXICOBGRUPO MEXICO BMexicoMaterials22.22
    BOLBOLIDENSwedenMaterials21.67
    FMCFMC CORPUnited StatesMaterials21.44

    Top Shorts Based on Momentum

    9b4
    tickernamecountrysectorPeriodChange
    MPHCMESAIEED PETROCHEMICAL HOLDINGQatarMaterials-15.00
    004020HYUNDAI STEELKorea (South)Materials-9.91
    004020HYUNDAI STEELKorea (South)Materials-9.91
    1378CHINA HONGQIAO GROUP LTDChinaMaterials-9.68
    LHBLLAFARGEHOLCIM BANGLADESH LTDBangladeshMaterials-9.52
    600010INNER MONGOLIA BAOTOU STEEL UNIONChinaMaterials-9.52
    NCMNEWCREST MINING LTDAustraliaMaterials-8.05
    ABXBARRICK GOLD CORPCanadaMaterials-7.64
    2020SAUDI ARABIA FERTILIZERSSaudi ArabiaMaterials-7.56
    2020SAUDI ARABIA FERTILIZERSSaudi ArabiaMaterials-7.56
    49a
    MLIndexnameytd1monthFy1PE
    STRQMT Index New York Stock Exchange (NYSE)STRATAQUANT MATERIALS16.768.9313.6
    MSGUMAT Index MSCIMSCI World Materials Sec15.377.44-
    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
  • Materials Performance By Subindustry Last Month

    65e
    Industrymonthchangepct
    Copper17.35
    Diversified Metals & Mining17.24
    Paper Packaging15.95
    Precious Metals & Minerals12.21
    Specialty Chemicals9.98
    Construction Materials7.93
    Paper Products7.07
    Steel6.44
    Gold6.37
    Diversified Chemicals6.24
    Commodity Chemicals6.06
    Industrial Gases4.89
    Fertilizers & Agricultural Che3.49
    Aluminum0.96
    Metal & Glass Containers-6.81

    Materials By Subindustry Performance YTD

    605
    Industrymonthchangepct
    Specialty Chemicals8.82
    Gold7.71
    Industrial Gases7.48
    Copper4.28
    Diversified Metals & Mining3.93
    Construction Materials2.95
    Fertilizers & Agricultural Che2.90
    Diversified Chemicals2.71
    Paper Products0.27
    Paper Packaging-3.53
    Precious Metals & Minerals-4.79
    Commodity Chemicals-8.06
    Aluminum-12.06
    Steel-12.85

    Materials Performance in Various Countries Last Month

    ed1
    countryPeriodChange
    Sweden21.67
    Austria21.18
    Belgium19.27
    Ireland18.39
    Poland17.86
    France17.82
    Finland16.38
    United Kingdom15.19
    Germany13.78
    Brazil13.65
    Indonesia12.96
    India11.86
    Switzerland11.56
    Peru10.87
    Mexico10.40
    United States8.55
    South Africa7.47
    Australia7.43
    Russian Federation6.23
    Greece6.13
    Canada5.48
    Colombia5.03
    Netherlands5.02
    Japan4.62
    Taiwan4.61
    Denmark3.77
    Malaysia3.70
    Turkey2.63
    Chile2.49
    China2.32
    Korea (South)1.87
    Israel-1.55
    Kuwait-1.59
    Bahrain-1.72
    Thailand-1.96
    Nigeria-2.38
    Vietnam-3.17
    Saudi Arabia-3.29
    Norway-4.29
    Bangladesh-9.52
    Qatar-15.00

    Materials Valuation and Growth in Various Countries (Simple Averages)

    35
    1f32
    Emerging Markets Chemicals
  • Commodity Chemicals Market by Product Category, Application and ...
  • Global Tin Chemicals Market Factors Impacting Future Performance 2019 | Plating Materials, Pigment Precursors, Chemical Catalysts, Process Chemicals, Life Science Reagents – Bulletin Line
  • Market Size Valued At Around US$ 8.5 Bn By 2026
  • System Integrators in Chemicals and Petrochemical Market ...
  • Fracking Fluid and Chemical Market: An Emerging Hint of .../---/
    Emerging Markets Construction Materials
  • Global Fire Building Materials Market Status and Outlook 2014-2024 By Each Segment- Types, Applications, Key Players
  • Global Construction Material Testing Equipment Market Analysis by ...
  • Specialty Polyamides Market Growth, Share, Top Players ...
  • Construction Glass Recycling Market Latest Trends And Regional ...
  • Unsaturated Polyester Resins Market Key Development .../---/
    Emerging Markets Containers & Packaging
  • Hand Salve Container Market with Top Business Growing Strategies, Technological Innovation and Emerging Trends of Outlook 2019 – 2027
  • Paper Packaging Market Share Chain Analysis, Forecast 2019-2027
  • Textile Packaging Market Share Chain Analysis, Forecast 2019 ...
  • Cosmetic Packaging Market Massive Growth| Wenzou Rigao ...
  • HAZMAT Packaging Market is Expected to Grow Owing to the .../---/
    Emerging Markets Forest & Paper Products
  • Paper Pulp Market Size 2025 – Global Industry Sales, Revenue ...
  • Kaolin Market Share, Growth Forecast- Global Industry Outlook 2025
  • Global Coated Papers Market Status and Outlook 2014-2024 By Each Segment- Types, Applications, Key Players
  • Global Speciality Kraft Paper Market 2019-2024| Leading Players ...
  • Global Kraft Lignin Products Market 2019 – Stora Enso, WestRock, Domtar Corporation, West Fraser, Innventia Group/---/
    Emerging Markets Iron & Steel
  • Stainless Steel Sheet and Strip Market Supply, Consumption, Cost ...
  • Steel Pipe Market Worldwide Industry Share, Size, Gross Margin ...
  • Global Nodular Cast Iron Pipe Market 2019 – Saint-Gobain, Kubota, US Pipe, Jindal SAW, Electro-steel Steels
  • How big is the Iron and Steel Scrap Recycling Market? Key Players: OmniSource Corp., Metal Management Inc., Tube City, Hugo Neu Corp., etc. – Bulletin Line
  • Global Magnetite Iron Ore Market 2019 Opportunities, Size, Cost Structure, Service Provider, Segmentation, Shares, Forecast to 2023 – Bulletin Line/---/
    Emerging Markets Metals & Mining
  • System Integrators in Mining and Metals Market to 2024 Executive ...
  • Metal Ore Mining Market Research Report Explores The Trade Trends For The Forecast Amount | 2019 – 2025
  • Mining Equipment Market Overview by Growth & Emerging Trends to 2024
  • Copper tapped as the next big metals trade of 2020
  • GLOBAL MARKETS-European stocks retreat, sterling skids - Metals & Mining/---/

    Valuation and Growth of Various Sectors in Materials

    35
    5a7
  • Outlook 2020: Here's where the experts think the TSX will end up one year from now
  • Get Smarter – Making the Case for Intelligent Ticks
  • TSX opens slightly higher, lifted by energy, materials stocks
  • Ancora Advisors LLC Has $7.33 Million Holdings in Eagle Materials, Inc. (NYSE:EXP)
  • Commonwealth Equity Services LLC Sells 15,251 Shares of Hecla Mining (NYSE:HL)
  • Mid-Morning Market Update: Markets Edge Higher; General Mills Earnings Beat Expectations
    632
  • What’s Behind Danaher Corporation (DHR) and Summit Materials Inc. (SUM)’s Growth?
  • Time to Buy This Dividend Stock With Strong Upside Potential
  • How Does Korea Export Packaging Industrial Co.,Ltd’s (KRX:002200) Earnings Growth Stack Up Against Industry Performance?
  • Crorepati stock! This one turned Rs 6 lakh into Rs 1 cr in 6 years, is now a comeback candidate
  • Has A Multiplier potential On Earnings Growth?: Tallgrass Energy ...
  • Outlook 2020: Here's where the experts think the TSX will end up one year from now
    558
  • Upside, Well-Positioned For Growth - Enphase Energy, Inc., (NASDAQ: ENPH)
  • These stocks are at least worth looking at: - The Chemours Company, (NYSE: CC)
  • These stocks are at least worth looking at: - Vale SA, (NYSE: VALE)
  • Investors Jump Off The Fence: - Barrick Gold Corporation, (NYSE ...
  • Bull of the Day: Applied Materials (AMAT)
  • A Look At Some Cash Alternatives For your Portfolios: - ConocoPhillips Company, (NYSE: COP)

    Link to Materials Macro Page

    Materials sector trades at 2019 simple average 1d PE Fy1 of 14.5 x and 2020 4a PE Fy2 of 10.4 x

    Materials sector trades at 2019 simple average 20 EV/EBITDA of 6.1 x and 2020 59 EV/EBITDA of 5.6 x

    In terms of Dividend yield Materials sector trades at 2019 1c Yield of 4.8 % and 2020 50 Dividend Yield of 2.6 %

    On ROE basis Materials sector trades at 2019 1a ROE of 9.7 % and 2020 49 ROE of 11.1 %

    Materials subindustries by 2019 EBITDA Margin %

    710
    Industry2019 EBITDA Margin
    Diversified Chemicals0.0
    Steel0.0
    Commodity Chemicals0.0
    Diversified Metals & Mining0.2
    Construction Materials0.4
    Aluminum0.0
    Fertilizers & Agricultural Che0.0
    Gold0.0
    Industrial Gases6.8
    Paper Products0.0
    Copper0.0
    Specialty Chemicals1.7
    Precious Metals & Minerals2.8
    Paper Packaging0.0
    Metal & Glass Containers0.0
    Forest Products0.0
    Silver0.0

    Materials most profitable companies by 2019 EBITDA Margin %

    97e
    Industrycompany2019 EBITDA Margin
    Industrial GasesAir Products & Chemicals Inc40.6
    Specialty ChemicalsAlbemarle Corp28.9
    Precious Metals & MineralsIndustrias Penoles SAB de CV22.0
    Construction MaterialsCRH PLC14.3
    Diversified Metals & MiningHunan Gold Corp Ltd4.1
    Diversified ChemicalsCheil Industries Inc/Old0.0
    SteelHyundai Steel Co0.0
    Commodity ChemicalsHyosung Corp0.0
    SteelPOSCO0.0
    Commodity ChemicalsHanwha Chemical Corp0.0
    Diversified ChemicalsOCI Co Ltd0.0
    Diversified Metals & MiningKorea Zinc Co Ltd0.0
    SteelHyundai Hysco Co Ltd0.0
    Commodity ChemicalsLotte Chemical Corp0.0
    Commodity ChemicalsKumho Petrochemical Co Ltd0.0

    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 STATES14.9
    SWITZERLAND10.3
    SOUTH KOREA9.1
    CHINA7.5
    JAPAN6.3
    BRITAIN6.2
    RUSSIA5.9
    GERMANY5.6
    BRAZIL5.3
    INDIA5.0
    AUSTRALIA2.9
    TAIWAN2.8
    THAILAND2.2
    CANADA1.9
    SOUTH AFRICA1.7
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    Largest Companies in Materials by Market Capitalisation mn$

    170b
    TickerCompanyCountryIndustrySubIndustryMarketCapUSDmn
    BHP AUBHP Billiton LtdAUSTRALIAMaterialsDiversified Metals & Mining120863.3
    LIN GRLinde AGGERMANYMaterialsIndustrial Gases112938.4
    RIO AURio Tinto LtdBRITAINMaterialsDiversified Metals & Mining90969.9
    RIO LNRio Tinto PLCBRITAINMaterialsDiversified Metals & Mining90969.9
    BAS GRBASF SEGERMANYMaterialsDiversified Chemicals71289.5
    AI FPAir Liquide SAFRANCEMaterialsIndustrial Gases63216.4
    VALE3 BZVale SABRAZILMaterialsSteel59193.6
    VALE5 BZVale SABRAZILMaterialsSteel59193.6
    ECL USEcolab IncUNITED STATESMaterialsSpecialty Chemicals55273.7
    SHW USSherwin-Williams Co/TheUNITED STATESMaterialsSpecialty Chemicals54780.9
    APD USAir Products & Chemicals IncUNITED STATESMaterialsIndustrial Gases52484.2
    DD USEI du Pont de Nemours & CoUNITED STATESMaterialsDiversified Chemicals51856.5
    4063 JPShin-Etsu Chemical Co LtdJAPANMaterialsSpecialty Chemicals45899.6
    GMKN RMMMC Norilsk Nickel PJSCRUSSIAMaterialsDiversified Metals & Mining43480.1
    MNOD LIMMC Norilsk Nickel PJSCRUSSIAMaterialsDiversified Metals & Mining43375.1
    GLEN LNGlencore PLCSWITZERLANDMaterialsDiversified Metals & Mining41921.9
    DOW USDow Chemical Co/TheUNITED STATESMaterialsDiversified Chemicals40096.3
    AAL LNAnglo American PLCBRITAINMaterialsDiversified Metals & Mining33278.9
    AGL SJAnglo American PLCBRITAINMaterialsDiversified Metals & Mining33270.6
    914 HKAnhui Conch Cement Co LtdCHINAMaterialsConstruction Materials32205.0

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

    120c
    CountryIndustrySubIndustryNumber of companiesMarketCapUSDmn
    SOUTH KOREAMaterialsDiversified Chemicals21354.1
    SOUTH KOREAMaterialsSteel420451.8
    SOUTH KOREAMaterialsCommodity Chemicals633038.2
    SOUTH KOREAMaterialsDiversified Metals & Mining16918.5
    TAIWANMaterialsConstruction Materials316403.9
    TAIWANMaterialsCommodity Chemicals657145.1
    HONG KONGMaterialsConstruction Materials17787.4
    CHINAMaterialsAluminum211922.4
    TAIWANMaterialsFertilizers & Agricultural Che11532.6
    CHINAMaterialsGold1034469.8
    TAIWANMaterialsSteel324923.8
    CHINAMaterialsConstruction Materials445411.0
    HONG KONGMaterialsIndustrial Gases1378.3
    HONG KONGMaterialsPaper Products27436.1
    CHINAMaterialsCommodity Chemicals14830.1
    JAPANMaterialsCommodity Chemicals14379.5
    CHINAMaterialsCopper15739.7
    CHINAMaterialsFertilizers & Agricultural Che11095.4
    JAPANMaterialsSpecialty Chemicals145899.6
    JAPANMaterialsDiversified Chemicals111991.3

    Top Companies Materials by Dividend Yield

    681
    TickerCompanyCountryIndustrySubIndustryDividendYld_fy1
    TSG LNTrans-Siberian Gold PLCBRITAINMaterialsGold628.0
    MMK LIMagnitogorsk Iron & Steel Works PJSCRUSSIAMaterialsSteel29.4
    MAGN RMMagnitogorsk Iron & Steel Works PJSCRUSSIAMaterialsSteel29.1
    EVR LNEvraz PLCRUSSIAMaterialsSteel14.7
    NLMK LINovolipetsk Steel PJSCRUSSIAMaterialsSteel14.4

    Cheapest Companies in Materials on FY1 PE

    ad1
    TickerCompanyCountryIndustrySubIndustryPE_fy1
    FXPO LNFerrexpo PLCSWITZERLANDMaterialsSteel2.2
    ASR SJAssore LtdSOUTH AFRICAMaterialsDiversified Metals & Mining3.8
    PAF LNPan African Resources PLCBRITAINMaterialsGold4.1
    OI USOwens-Illinois IncUNITED STATESMaterialsMetal & Glass Containers4.2
    2009 HKBBMG CorpCHINAMaterialsConstruction Materials4.3
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