Report: February Sectors Strategy
Materials Sector YTD Performance %
South Africa Materials Companies Deliver Stellar Performance on the back on strength in Palladium
Major Commodities for Underlying Materials
Market Share By Companies In the Abstract Materials Sector
Abstract Materials sector market share by countries
Silver, Gold Producers generate very healthy margins – aluminium trails
More Specifically Steel, Copper, Gold and Silver margins support the sector in general, aluminium and chemicals lag
Global Steel Production – With Recession Periods Highlighted
Steel Production By Countries mn t
Iron Ore Production by Countries
Estimated Gold Production By Countries t
Aluminium Production tt
Platinum Production
Key Platinum Producers
Key Palladium Producers
Largest Dividends in Materials Sector
Cheapest Materials Companies On Fy1 PE x
Value and Growth in Materials Sector By Countries
Source: ML
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February Sectors Strategy
South Africa Materials Companies Deliver Stellar Performance on the back on strength in Palladium
European Materials Companies In the Lead - doesn't really mean positive news for European economic growth
Abstract Materials sector market share by countries
Major Commodities for Underlying Materials
Silver, Gold Producers generate very healthy margins – aluminium trails
More Specifically Steel, Copper, Gold and Silver margins support the sector in general, aluminium and chemicals lag
Market Share By Companies In the Abstract Materials Sector
Platinum Production
Key Platinum Producers
Key Palladium Producers
Aluminium Production tt (2017)
Aluminium
Global Steel Production – With Recession Periods Highlighted
Steel Production By Countries mn t (2018)
Steel Producers Cash Costs (from EBITDA margin)
Iron Ore Production by Countries
Estimated Gold Production By Countries t
Gold Companies Costs
Copper Cost Curve (EBITDA Margin 2019E %)
Largest Dividends in Materials Sector
Cheapest Materials Companies On Fy1 PE x
Value and Growth in Materials Sector By Countries