Materials Sector Leaders averaged 9% price gain in 1Q15
OREANDA-NEWS. April 02, 2015. The Materials sector is where the wares of Mother Nature get turned into inputs for industrial purposes. The sector offers investors exposure to industrial trends and raw materials and comprises more than a dozen diverse subsectors. The Materials sector includes companies are involved in chemicals, construction materials, containers & packaging, metals and mining and paper & forest products according to the Global Industry Classification Standard (GICS®).
There are more than 50 stocks categorised to the Materials sector. The largest capitalised stock within each of the different type of Materials stocks represented on Singapore Exchange (SGX) have a combined market capitalisation of S\\$3.6 billion and averaged price gain of 8.8% in the year-to-date. These 13 types of Material plays industries include Aluminium, Commodity Chemicals, Construction Materials, Diversified Metals and Mining, Fertilizers and Agricultural Chemicals, Forest Products, Gold, Metal and Glass Containers, Paper Packaging, Paper Products, Specialty Chemicals and Steel.
The best performers of the 13 largest capitalised stocks of each of these industries in the first quarter of 2015 were Green Build Technology – representing Paper Packaging, Full Apex (Holdings) – representing Metal and Glass Containers, and Lee Metal Group – representing Steel.
Details of the relevant stocks are listed in the table below – please note that the table is sorted according to the primary industry with materials sector in alphabetical order.
Largest Cap stock within each Materials Industry | SGX Code | Mkt Cap S\\$M | Last Price (SGD) | % Price Change YTD |
% Change - Dividend Adj. [1 Year] |
% Change - Dividend Adj. [3 Years] |
Primary Industry with Materials Sector |
XinRen Aluminum Holdings | MN5 | 619.2 | 0.475 | -4.0 | -11.2 | 42.3 | Aluminium |
China Sunsine Chemical Holdings | CH8 | 181.5 | 0.390 | -2.5 | 76.8 | 72.7 | Commodity Chemicals |
NSL | N02 | 603.3 | 1.620 | 0.9 | -3.3 | 59.9 | Construction Materials |
The Straits Trading Company | S20 | 1187.6 | 2.910 | 0.0 | -12.8 | 3.0 | Diversified Metals and Mining |
China Environmental Resources Group |
RS1 | 34.0 | 0.046 | 2.5 | -52.0 | - | Fertilizers and Agricultural Chemicals |
Samko Timber | E6R | 168.2 | 0.120 | - | -4.0 | -13.7 | Forest Products |
CNMC Goldmine Holdings | 5TP | 97.8 | 0.240 | -7.7 | -2.6 | -49.6 | Gold |
Full Apex (Holdings) | F18 | 52.8 | 0.060 | 20.0 | -40.0 | -49.6 | Metal and Glass Containers |
Green Build Technology | Y06 | 95.5 | 0.400 | 81.8 | - | 1042.9 | Paper Packaging |
UPP Holdings | U09 | 200.8 | 0.240 | 6.7 | -8.9 | -11.6 | Paper Products |
SunVic Chemical Holdings | A7S | 229.5 | 0.430 | -10.4 | -28.9 | 10.3 | Specialty Chemicals |
Lee Metal Group | 593 | 166.1 | 0.350 | 9.4 | -6.7 | 95.5 | Steel |
Average: | 8.8 | -8.5 | 109.3 |
Source: SGX StockFacts (Data as of 31 March 2015)
More information on each of the 13 tabled stocks above can be on SGX StockFacts (click here).
XinRen Aluminum Holdings
XinRen Aluminum Holdings produces, trades, and sells aluminum products primarily in the People’s Republic of China and internationally. It operates in three segments: Smelting, Fabrication, and Trading. XinRen Aluminum Holdings Limited was incorporated in 2006 and is based in Singapore. XinRen Aluminum Holdings has a market capitalisation of S\\$ 619.2 million and the stock trades at a price-to-earnings ratio of 9.8. The five substantial shareholders are Zeng Chaoyi, Zeng Chaolin, Phillip Capital Management (S), Zeng Xiaoqiao and Lion Global Investors.
The company website is: www.xinren-aluminum.com.
China Sunsine Chemical Holdings
China Sunsine Chemical Holdings manufactures and sells rubber chemical products in the People’s Republic of China and internationally. The company was incorporated in 2006 and is based in Singapore. China Sunsine Chemical Holdings Ltd. is a subsidiary of Success More Group Ltd. China Sunsine Chemical Holdings has a market capitalisation of S\\$ 181.5 million and the stock trades at a price-to-earnings ratio of 4.8. The five substantial shareholders are Success More Group, Koon Chia Kee, Astronomic Capital Group, Robert Alexander Stone, and Xu Xianlei.
The company website is: www.chinasunsine.com.
NSL
NSL manufactures and sells building and refractory materials, lime products, and road stones in the Asia Pacific. It operates through four businesses: Construction Products, Environmental Services, Engineering, and Chemicals. The company was incorporated in 1961 and is headquartered in Singapore. NSL Ltd is a subsidiary of 98 Holdings Pte. Ltd. NSL has a market capitalisation of S\\$ 603.3 million and the stock trades at a price-to-earnings ratio of 4.0. The five substantial shareholders are Excel Partners Pte. Ltd., Selat (Pte) Limited, Dimensional Fund Advisors LP, Juno Indriadi Mualim, and Goh Beng Hwa.
The company website is: www.nsl.com.sg.
The Straits Trading Company
The Straits Trading Company holds stakes in real estate, hospitality, resources, and investments businesses in the Asia Pacifica region. The Straits Trading Company Limited was incorporated in 1887 and is headquartered in Singapore. The Straits Trading Company has a market capitalisation of S\\$ 1,187.6 million and the stock trades at a price-to-earnings ratio of 80.0. The five substantial shareholders are The Cairns Pte Ltd, BNP Paribas Securities Corp, Franklin Resources, Inc., Aberdeen Asset Management PLC, and Lim Hwee Chiang.
The company website is: www.stc.com.sg.
China Environmental Resources Group
China Environmental Resources Group engages in the research and development, manufacture, sale, and distribution of microbial organic fertilizers, plantation materials, and organic waste bio-treatment systems. The company was formerly known as Benefun International Holdings Limited and changed its name to China Environmental Resources Group Limited in December 2009. China Environmental Resources Group Limited was founded in 1986 and is based in Wanchai, Hong Kong. China Environmental Resources Group has a market capitalisation of S\\$ 43.4 million and the stock trades at a price-to-book value of 0.3. The five substantial shareholders are New China Capital Management, LLC, Kam Yuen, Yeung Chi Hang, Cheng Tun Nei, and Chu Ying Man.
The company website is: www.cergreen.com.
Samko Timber
Samko Timber produces and sells processed timber products. The company operates in two divisions, SGS and ST. The company primarily operates in Indonesia, North Asia, Malaysia, Singapore, the United States, and Timor Leste. Samko Timber Limited was founded in 1978 and is headquartered in Singapore. Samko Timber has a market capitalisation of S\\$ 168.2 million and the stock trades at a price-to-earnings ratio of 70.9. The five substantial shareholders are Sampoerna Forestry, Aris Sunarko, Cindy Sunarko, Koh Tji Kiong and Temasek Holdings (Private).
The company website is: www.samkotimber.com.
CNMC Goldmine Holdings
CNMC Goldmine Holdings is engaged in the exploration, development, mining, and marketing of gold in Malaysia. It also processes mined ore into gold dore. The company was founded in 2006 and is headquartered in Singapore. CNMC Goldmine Holdings has a market capitalisation of S\\$ 97.8 million and the stock trades at a price-to-earnings ratio of 7.2. The five substantial shareholders are Innovation (China), Ng Eng Tiong, Choo Chee Kong, Xu Dehan, and Chua Teo Leng.
The company website is: www.cnmc.com.sg.
Full Apex (Holdings)
Full Apex (Holdings) is engaged in the manufacture and sale of bottle-grade polyethylene terephthalate (PET) resins, PET performs, and PET bottles for carbonated beverages. It operates through Paper Packaging Products, PET Preforms and PET Bottles, and PET resin segments. It serves multinational corporations and local manufacturers primarily in the People’s Republic of China. The company was founded in 1996 and is based in Wanchai, Hong Kong. Full Apex (Holdings) has a market capitalisation of S\\$ 52.8 million and the stock trades at a price-to-book value of 0.2. The five substantial shareholders are Full Excellent Limited, Guan Lingxiang, Pope Asset Management, LLC, Liang Huiying, and Tang Wee Loke.
The company website is: www.fullapex.com.
Green Build Technology
Green Build Technology manufactures and sells flexible packaging products in Zhejiang province and its surrounding areas, the People's Republic of China. It also carries out project-based activities involving energy conservation services and sustainable development. The company was formerly known as Youyue International Limited and changed its name to Green Build Technology Limited in October 2014. The company was incorporated in 2004 and is based in Hangzhou City, the People's Republic of China. Green Build Technology Limited is a subsidiary of City Green Build Technology Pte Ltd. Green Build Technology has a market capitalisation of S\\$ 95.5 million and the stock trades at a price-to-earnings ratio of 305.8. The five substantial shareholders are Harbin Dali Aluminum Doors & Windows Products Co., Ltd., Chan Mang Ghoon, HRB YBY Investments Pte. Ltd., Wang Yousheng, and Wu Xueying.
The company website is: www.youyue.com.sg.
UPP Holdings
UPP Holdings is engaged in the manufacture and sale of paper and paper packaging products in Singapore, the ASEAN countries, rest of Asia, and internationally. It offers industrial grade papers, such as testliner, corrugating medium, chip board, core board, and recycled waste paper. The company is also engaged in the trade of paper products and recycled fiber; and rental and management of properties. UPP Holdings Limited, formerly known as United Pulp & Paper Company Limited, was founded in 1967 and is headquartered in Singapore. UPP Holdings has a market capitalisation of S\\$ 200.8 million and the stock trades at a price-to-earnings ratio of 33.3. The five substantial shareholders are Ong Tong Kooi, Lim Eng Hock, Maples Venture Capital, Lion Global Investors, and CIMB-Principal Asset Management Bhd.
The company website is: www.upp-group.com.
SunVic Chemical Holdings
SunVic Chemical Holdings is engaged in the manufacture and sale of intermediate chemical products primarily in the People’s Republic of China, rest of Asia, Europe, North America, and South America. The company was incorporated in 2004 and is based in Singapore. SunVic Chemical Holdings Limited is a subsidiary of DBS Vickers Securities (Singapore) Pte Ltd. SunVic Chemical Holdings has a market capitalisation of S\\$ 229.5 million and the stock trades at a price-to-earnings ratio of 8.7. The five substantial shareholders are Hu Yanping, KIM Eng Holdings Ltd, Dimensional Fund Advisors LP, Lim Chap Huat, and Morgan Stanley.
The company website is: www.sunvic-chem.com.
Lee Metal Group
Lee Metal Group is engaged in steel merchandising, fabrication, and metal recycling activities primarily in Singapore, the ASEAN countries, and Australia. The company manufactures and fabricates reinforcing mesh and other manufactured mesh; processes fabricated reinforcing bars; and trades steel and metal materials and/or products. The company is also involved in the property development, construction, and management activities. Lee Metal Group Ltd was founded in 1982 and is based in Singapore. Lee Metal Group has a market capitalisation of S\\$ 166.1 million and the stock trades at a price- to-earnings ratio of 4.1.
The company website is: www.leemetalgroup.com.
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