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