Food Supply Chain

Food Supply Chain
  • Pininvest Analysis

The take-over approach made by Archer Daniels Midland ADM/NYSE for Bunge BG/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 ASBFY/OTC, Tate & Lyle TATYY/OTC,  from Denmark - Novozymes NVZMY/OTC, Christian Hansen CHYHY/OTC, from Germany  - Evonik Industries EVKIF/OTC, from Switzerland - Givaudan GVDNY/OTC, Lonza LZAGY/OTC, from the Netherlands - Koninklijke DSM RDSMY/OTC and from Norway - Yara YARIY/OTC – worthy components of the agricultural chain in their own right

Read our note

Food Supply Chain • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Vol. Risk Contrib. MDD
 
AgroFresh Solutions AGFS NASDAQ Agriculture Agri Business USD 2.33 119 M -44.8% 69%   4% -73%
Archer-Daniels-Midland Company ADM NYSE Agriculture Food Ingredients & Biochemicals USD 43.91 24 B 1.9% 21%   5% -19%
Associated British Foods ASBFY OTC Consumer Non-Durables Food Processing (integrated) USD 33.20 - 17.5% 27%   6% -24%
Bunge Limited BG NYSE Agriculture Agri Business USD 53.72 7.6 B -6.3% 25%   4% -19%
CF Industries Holdings CF NYSE Agriculture Seeds & Agricultural Chemicals USD 45.34 10 B 13.4% 31%   8% -16%
Chr Hansen Holding CHYHY OTC Industrial Goods Chemicals - Specialties USD 19.50 - -12.9% 29%   4% -34%
CHS Inc CHSCP NASDAQ Agriculture Seeds & Agricultural Chemicals USD 28.14 - 6.6% 11%   1% -9%
Evonik Industries EVKIF OTC Industrial Goods Chemicals - Specialties USD 28.72 - 15.8% 35%   6% -24%
Givaudan GVDNY OTC Industrial Goods Chemicals - Specialties USD 58.98 - 24.0% 14%   3% -9%
Glencore GLCNF OTC Basic Materials Global Mining USD 2.87 - -13.3% 35%   7% -38%
Ingredion INGR NYSE Agriculture Food Ingredients & Biochemicals USD 86.06 5.7 B -8.9% 21%   4% -26%
International Flavors & Fragrances IFF NYSE Industrial Goods Chemicals - Specialties USD 142.04 15 B 5.8% 30%   6% -30%
Koninklijke DSM RDSMY OTC Agriculture Food Ingredients & Biochemicals USD 31.56 - 52.3% 22%   8% -10%
Lonza LZAGY OTC Health Care Healthcare Supply Chain & InfoTech USD 34.02 - 11.5% 27%   6% -19%
Novozymes NVZMY OTC Industrial Goods Chemicals - Specialties USD 48.92 - 8.7% 25%   5% -19%
Tate & Lyle TATYY OTC Agriculture Food Ingredients & Biochemicals USD 38.65 - 11.6% 22%   3% -15%
WH Group WHGLY OTC Consumer Non-Durables Meat/Poultry/Fish USD 20.17 - 37.9% 40%   13% -35%
Yara International YARIY OTC Agriculture Seeds & Agricultural Chemicals USD 18.83 - -2.9% 27%   7% -24%