Food Supply Chain

Food Supply Chain
  • Pininvest Analysis

The take-over approach made by Archer Daniels Midland [asset ticker="ADM" mnemonic="NYSE"] for Bunge [asset ticker="BG" mnemonic="NYSE"], announced on January 19, 2018, has stalled as of March 2018 amidst regulatory anti-trust concerns

As the outlook of both companies has notably improved, it is time to review our agriculture food chain theme

The two companies are, with Cargill and LDC Louis Dreyfus, both privately owned, global food commodity trading conglomerates, commanding the world flow of basic agricultural products.

It is an opportunity to highlight the specialty chemicals and ingredients (for food as well as pharma) businesses, from the UK - Associated British Foods [asset ticker="ASBFY" mnemonic="OTC"], Tate & Lyle [asset ticker="TATYY" mnemonic="OTC"],  from Denmark - Novozymes [asset ticker="NVZMY" mnemonic="OTC"], Christian Hansen [asset ticker="CHYHY" mnemonic="OTC"], from Germany  - Evonik Industries [asset ticker="EVKIF" mnemonic="OTC"], from Switzerland - Givaudan [asset ticker="GVDNY" mnemonic="OTC"], Lonza [asset ticker="LZAGY" mnemonic="OTC"], from the Netherlands - Koninklijke DSM [asset ticker="RDSMY" mnemonic="OTC"] and from Norway - Yara [asset ticker="YARIY" mnemonic="OTC"] – worthy components of the agricultural chain in their own right

Read our notes

Food Supply Chain • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Momentum Vol. Risk Contrib. MDD
 
AgroFresh Solutions AGFS NASDAQ Agriculture Agri Business USD 1.91 100 M -23.3 % Weak Down 61 %   14 % -39 %
Archer-Daniels-Midland Company ADM NYSE Agriculture Food Ingredients & Biochemicals USD 58.85 33 B 40.7 % Weak Down 23 %   7 % -16 %
Associated British Foods ASBFY OTC Consumer Non-Durables Food - Major Diversified USD 28.77 - 21.2 % Weak Down 35 %   8 % -22 %
Bunge Limited BG NYSE Agriculture Agri Business USD 75.20 11 B 72.0 % Sharp Down 29 %   7 % -19 %
Chr Hansen Holding CHYHY OTC Industrial Goods Chemicals - Specialties USD 21.64 - -24.0 % Weak Down 26 %   4 % -27 %
CHS Inc Pref CHSCP NASDAQ Agriculture Seeds & Agricultural Chemicals USD 29.84 - 13.2 % Neutral 11 %   1 % -4 %
Evonik Industries EVKIF OTC Industrial Goods Chemicals - Specialties USD 34.50 - 21.1 % Neutral 31 %   3 % -15 %
Givaudan GVDNY OTC Industrial Goods Chemicals - Specialties USD 96.58 - 19.7 % Strong Up 20 %   3 % -17 %
Glencore GLCNF OTC Basic Materials Global Mining USD 4.50 - 91.0 % Neutral 41 %   11 % -17 %
Ingredion INGR NYSE Agriculture Food Ingredients & Biochemicals USD 88.21 5.9 B 2.5 % Neutral 29 %   6 % -21 %
International Flavors & Fragrances IFF NYSE Industrial Goods Chemicals - Specialties USD 149.16 37 B 18.0 % Neutral 30 %   6 % -22 %
Koninklijke DSM RDSMY OTC Agriculture Food Ingredients & Biochemicals USD 49.84 - 32.4 % Weak Up 22 %   4 % -9 %
Lonza LZAGY OTC Health Care Healthcare Supply Chain & InfoTech USD 75.18 - 21.4 % Strong Up 27 %   4 % -19 %
Novozymes NVZMY OTC Industrial Goods Chemicals - Specialties USD 75.87 - 26.8 % Neutral 23 %   4 % -17 %
Tate & Lyle TATYY OTC Agriculture Food Ingredients & Biochemicals USD 41.15 - 20.1 % Weak Down 26 %   5 % -14 %
WH Group WHGLY OTC Consumer Non-Durables Meat/Poultry/Fish USD 16.14 - -6.0 % Weak Down 30 %   5 % -16 %
Yara International YARIY OTC Agriculture Seeds & Agricultural Chemicals USD 26.72 - 40.3 % Neutral 26 %   7 % -21 %