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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
Food Supply Chain • Updated:
| Name | Ticker | Exchange | Sector | Industry | Currency | Cur.Price | Mkt.Cap | Perf. | Vol. | Risk Contrib. | MDD |
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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AgroFresh Solutions | AGFS | NASDAQ | Agriculture | Agri Business | USD | 1.56 | 80 M | -78.2% | 60% | 1% | -78% |
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| Archer-Daniels-Midland Company | ADM | NYSE | Agriculture | Food Ingredients & Biochemicals | USD | 40.42 | 23 B | -9.6% | 19% | 4% | -26% |
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| Associated British Foods | ASBFY | OTC | Consumer Non-Durables | Food Processing (integrated) | USD | 30.76 | - | -17.4% | 27% | 4% | -31% |
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| Bunge Limited | BG | NYSE | Agriculture | Agri Business | USD | 55.88 | 7.9 B | -18.4% | 25% | 4% | -31% |
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| CF Industries Holdings | CF | NYSE | Agriculture | Seeds & Agricultural Chemicals | USD | 47.48 | 10 B | 10.4% | 37% | 11% | -30% |
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| Chr Hansen Holding | CHYHY | OTC | Industrial Goods | Chemicals - Specialties | USD | 28.12 | - | 17.3% | 29% | 7% | -19% |
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| CHS Inc | CHSCP | NASDAQ | Agriculture | Seeds & Agricultural Chemicals | USD | 28.30 | - | 0.0% | 12% | 1% | -15% |
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| Evonik Industries | EVKIF | OTC | Industrial Goods | Chemicals - Specialties | USD | 28.50 | - | -12.0% | 31% | 4% | -36% |
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| Givaudan | GVDNY | OTC | Industrial Goods | Chemicals - Specialties | USD | 57.41 | - | 31.5% | 15% | 4% | -9% |
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| Glencore | GLCNF | OTC | Basic Materials | Global Mining | USD | 3.54 | - | -24.0% | 35% | 6% | -31% |
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| Ingredion | INGR | NYSE | Agriculture | Food Ingredients & Biochemicals | USD | 81.94 | 5.5 B | -22.9% | 25% | 3% | -33% |
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| International Flavors & Fragrances | IFF | NYSE | Industrial Goods | Chemicals - Specialties | USD | 147.54 | 16 B | 22.1% | 22% | 5% | -18% |
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| Koninklijke DSM | RDSMY | OTC | Agriculture | Food Ingredients & Biochemicals | USD | 31.20 | - | 28.2% | 24% | 8% | -28% |
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| Lonza | LZAGY | OTC | Health Care | Healthcare Supply Chain & InfoTech | USD | 33.51 | - | 27.5% | 28% | 9% | -27% |
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| Novozymes | NVZMY | OTC | Industrial Goods | Chemicals - Specialties | USD | 46.19 | - | -6.2% | 26% | 6% | -26% |
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| Tate & Lyle | TATYY | OTC | Agriculture | Food Ingredients & Biochemicals | USD | 38.19 | - | 18.3% | 21% | 3% | -12% |
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| WH Group | WHGLY | OTC | Consumer Non-Durables | Meat/Poultry/Fish | USD | 19.94 | - | 30.5% | 43% | 10% | -28% |
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| Yara International | YARIY | OTC | Agriculture | Seeds & Agricultural Chemicals | USD | 24.19 | - | 21.1% | 29% | 10% | -25% |
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