MidLincoln Emerging Markets BigDatamine

Transcription

MidLincoln Emerging Markets BigDatamine
Strategy
February 19, 2015
MidLincoln Emerging Markets BigDatamine
Mining for Emerging Markets Ideas
Some Useful Data Queries
GEM Worst performers 52 wks
(Oi SA,TMK OAO,Tinkoff CS,Sistema JSFC,Usinas Siderurgicas de Minas Gerais SA,Bumi Resources Tbk
PT,CAP SA,Assore Ltd,OCI Co Ltd,Yandex)
Change in earnings estimates
(GS Holdings,Global Telecom Holding,Anglo American Platinum Ltd,TPK Holding Co Ltd,Korea Electric
Power Corp,Harmony Gold Mining Co Ltd,Hite Jinro Co Ltd,Cemex SAB de CV,Gold Fields Ltd,Malaysia
Airports Holdings Bhd)
Dividend Yield Changes ­ Last Week Dynamics
Change in 30 Day Average Volume
(Komercni Banka AS,Celltrion Inc,IRPC PCL,Inter RAO JSC,TMK OAO,Megafon,Indorama Ventures
PCL,Hyundai Hysco Co Ltd,Banpu PCL,Cementos Argos SA)
Top Dividend Yields
(Ruentex Development Co Ltd,CCR SA,MMC Norilsk Nickel OJSC,Telefonica Czech Republic AS,Greentown
China Holdings Ltd,Coal India Ltd,Cia Energetica de Minas Gerais,Severstal OAO,Feng Hsin Iron & Steel
Co,Ruentex Industries Ltd)
Closest Dividend Dates
(IRPC PCL,Corpbanca SA,Banco Davivienda SA,Aboitiz Equity Ventures Inc,Aboitiz Power Corp,Banco de
Credito e Inversiones,Banco de Chile,TAV Havalimanlari Holding AS,Bank Mandiri Persero Tbk PT,Akbank
TAS)
Cheapest on PE (AFK Sistema,Sistema JSFC,Surgutneftegas OAO,FGC UES JSC,TMK
OAO,Gazpromneft,TMK,Surgutneftegas OAO,Indorama Ventures PCL,Agile Property Holdings Ltd)
Cheapest Price/Book
(Centrais Eletricas Brasileiras SA,Centrais Eletricas Brasileiras SA,FGC UES JSC,Usinas Siderurgicas de
Minas Gerais SA,Oi SA,AFK Sistema,Shui On Land Ltd,TMK,Cia de Saneamento de Minas Gerais­
COPASA,Petroleo Brasileiro SA)
Cheapest Price/Sales
(Oi SA,Hanwha Corp,Bumi Resources Tbk PT,SK Holdings Co Ltd,AFK Sistema,Doosan Corp,SK Networks
Co Ltd,Korea Gas Corp,TMK,Metalurgica Gerdau SA)
GEM Worst performers 52 wks
Company
Country Ticker PriceCh1year Est_PEG_Ratio Est_PE
Oi SA
BZ
OIBR4
­84.25
BZ
­
­
TMK OAO
RU
TMKS
­76.86
LI
0.7634
2.1070
Tinkoff CS
RU
TCS LI ­75.76
­
7.3177
Sistema JSFC RU
SSA LI ­72.70
­
1.8964
Profile
Oi S.A. offers fixed­line and mobile
telecommunications services in Brazil.
The Company provides fixed­line and
mobile telecommunica tions, data
transmission, and Internet access and
other service....
TMK OAO is a global supplier of tubular
products for the oil and gas industry. The
Company manufactures its core products,
OCTG and line pipe, as well as pipes for
industrial applications and offers s....
TCS Group Holding PLC, through its
subsidiaries, provides retail banking
services in the Russian market.....
JSFC Sistema is a publicly­listed
investment company incorporated in
Russia. The Company owns a diverse set
of public and private companies which it
Usinas
Siderurgicas
de Minas
Gerais SA
BZ
USIM5
­68.80
BZ
0.5967
Bumi
Resources
Tbk PT
ID
BUMI
IJ
­66.99
­
CAP SA
CL
CAP CI ­64.46
­
Assore Ltd
SA
ASR
SJ
­59.20
­
OCI Co Ltd
SK
010060
­57.83
KS
­
Yandex
RU
YNDX
­57.81
US
1.7826
of public and private companies which it
holds in two distinct portfolios: Core assets
and D....
Usinas Siderurgicas de Minas Gerais S.A.
(Usiminas) produces steel. The Company
32.1429 manufactures flat rolled steel, hot and cold
rolled steel and coil, raw and crude steel,
pig iron, heavy plates, galva....
PT Bumi Resources Tbk operates in the
exploration and exploitation of coal
deposits, including coal mining, and oil
­
exploration activities. The Company offers
its services to cement companies and
powe....
Cap SA, through its subsidiaries, mines,
processes, and distributes iron and
manganese ores for commercial and
17.5137
industrial uses. The Company
manufactures liquid, laminated, and
finished steel products....
Assore Limited is a mining holding
company with primary interests in base
9.2016 minerals and metals. The Group mines
and produces iron ore, manganese ore,
ferrochrome, and ferromanganese.....
OCI Company Ltd. manufactures inorganic
chemicals, petro and coal chemicals, fine
chemicals, renewable energy and
101.5768
insulation materials. Major product lines of
the company include carbon black,
pitch,....
Yandex NV operates an Internet website
in Russia. The Company's website offers
an Internet search engine, news, shopping
24.9208
information, blogs, photographs and
videos. Yandex earns its revenues from
on....
Source: MidLincoln Research
Change in earnings estimates
Company Country Ticker
New EPS
GS
SK
Holdings
078930 KS
Global
Telecom EG
Holding
GLTD LI
Anglo
American
SA
Platinum
AMS SJ
Old EPS
EPS_Est_Change_Pct EPS_Currency Profile
GS Holdings is a
holding company,
which operates
subsidiaries
3525.5170 144.9440 2332.33
KRW
including GS Caltex
Oil, GS Power, GS
Home Shopping,
GS Retail, and GS
Sports.....
Global Telecom
Holding is an
international
telecommunications
company operating
­0.0350
­0.0050
600.00
USD
global system for
mobile
communications
(GSM) networks in
the Middle East,
Africa and Asia.....
Anglo American
Platinum Limited is
the holding
company for a
group of companies
which operate
16.8240
2.8910
481.94
ZAR
platinum mines. In
Platinum
Ltd
SA
AMS SJ
16.8240
2.8910
481.94
ZAR
TPK
Holding
Co Ltd
TA
3673 TT
11.0460
433.37
TWD
Korea
Electric
Power
Corp
SK
015760 KS
11123.1110 4355.1280 155.40
KRW
2.0710
Harmony
Gold
SA
Mining
Co Ltd
HAR SJ
­1.5940
Hite Jinro
SK
Co Ltd
000080 KS
1014.6900 622.4470 63.02
Cemex
SAB de
CV
MX
CEMEXCPO
­0.0950
MM
­0.9310
­0.0600
71.21
58.33
ZAR
KRW
MXN
platinum mines. In
addition to
platinum, the Group
mines and
produces platinum
group metals such
as palla....
TPK Holding Co
Ltd. manufactures
touch screens for
computers and
hand­held devices.
The Company
produces screens
for smart
telephones, tablets,
eBooks, notebook
computers, point of
sale kiosks,
compu....
Korea Electric
Power Corporation
(KEPCO)
generates,
transmits, and
distributes
electricity to South
Korea for a variety
of uses. The
Company also
builds and operates
hydro­power,
thermal­power, and
n....
Harmony Gold
Mining Company
Limited is a mining
company which
produces gold from
its operations in the
district of Virginia,
Orange Free State.
Harmony owns and
operates the
Harmony,
Randfontein, Eva....
Hite Jinro
specializes in
manufacturing Soju,
vodka­like distilled
Korean liquor. The
Company also
produces and sells
other alcoholic
beverages, such as
wine, whiskey, and
ginseng liquors as
well as ....
Cemex SAB de CV
is a building pr
oducts company.
The Company
produces,
distributes, and
markets cement,
ready­mix concrete,
aggregates, and
related building
materials. Cemex
operates throughout
Gold
Fields
Ltd
SA
Malaysia
Airports
MA
Holdings
Bhd
GFI SJ
2.0790
1.3460
54.46
ZAR
MAHB MK
0.1500
0.1020
47.06
MYR
operates throughout
the....
Gold Fields is a
gold producer with
annualised
production of
approx. 2.0 million
gold equivalent
ounces from six
operating mines in
Australia, Ghana,
Peru and South
Africa. The
Company has four
major ....
Malaysia Airports
Holdings Berhad is
an investment
holding company.
The Company,
through its
subsidiaries,
provides
management,
maintenance, and
operation of
designated airports.
Malaysia Airports
a....
Source: MidLincoln Research
Dividend Yield Changes ­ Last Week Dynamics
New Old
Company
Country Ticker Div
Div
DivYield_ChangePct Ex­Date
Yield Yield
BB Seguridade
Participacoes SA
BZ
BBSE3
5.34% 2.06% 99.99
BZ
Natura Cosmeticos
BZ
SA
NATU3
7.19% 3.55% 99.99
BZ
Turk
Telekomunikasyon
AS
TU
TTKOM
7.26% 3.67% 97.82
TI
Souza Cruz SA
BZ
CRUZ3
5.39% 3.66% 47.27
BZ
Profile
BB Seguridade Participacoes
S/A acts as a holding
company investing in
Insurance companies and as
02/13/2015 an Insurance broker. The
Company offers insurance
products, open pension
plans, and special savings
bo....
Natura Cosmeticos SA
produces cosmetics. The
Company manufactures skin
02/19/2015 treatments, bath products and
fragrances, and products for
pregnant women and their
babies.....
Turk Telekomunikasyon A.S.
is an integrated
telecommunications services
provider for businesses and
individuals. The Company
offers land and mobile
telecommunications
solutions, as well as Internet
se....
Souza Cruz S.A., through
subsidiaries, produces and
sells cigarettes and other
tobacco products. The
Company produces
cigarettes under the brand
names Hollywood, Free,
Carlton, Derby, and Lucky
Strik....
TA
2330
TT
3.03% 2.11% 43.60
Kinsus Interconnect
TA
Technology Corp
3189
TT
3.98% 3.40% 17.06
TSMC
Far EasTone
Telecommunications TA
Co Ltd
4904
TT
PPC Ltd
SA
PPC SJ 6.12% 5.47% 11.88
Marcopolo SA
BZ
POMO4
3.22% 2.94% 9.52
BZ
Oil India Ltd
IN
OINL IN 4.30% 3.93% 9.41
4.82% 4.17% 15.59
Strik....
Taiwan Semiconductor
Manufacturing Company Ltd.
manufactures and markets
integrated circuits. The
Company provides the
following services: wafer
manufacturing, wafer probing,
assembly and testing, ma....
Kinsus Interconnect
Technology Corp.
manufactures BGA (Ball Grid
Array) boards. The
Company's products include
PBGA (Plastic BGA), MCM
(Multi Chip Module) BGA,
Mini BGA, TEBGA (Thermal
Enhanced BGA), ....
Far EasTone
Telecommunications Co.,
Ltd. provides mobile
communication and Internet
access services. The
Company also sells cellular
phones and related
equipment.....
PPC Limited is the holding
company for a group of
companies which
manufacture and distribute
01/05/2015 cement, lime and limestone
products throughout South
Africa. The Group also
manufactures and supplies
paper....
Marcopolo S.A. manufactures
truck and luxury coach and
city bus bodies. The
Company's sales mix
12/23/2014
includes body parts for
buses, spare parts, chassis,
and other related products.
Marcopolo sells its p....
Oil India Ltd. explores,
develops, and produces
crude oil and natural gas in
India and internationally. The
09/18/2014 Company is also involved in
the transportation of crude oil,
production of liquefied
petrole....
Source: MidLincoln Research
Change in 30 Day Average Volume
Company Country Ticker
New
Volume
Old
Volume
Komercni
CZ
Banka AS
3
1
KON GR
2 Week
Volume_Change Price
Profile
Change*
Komercni Banka a.s. attracts
deposits and offers commercial,
retail, and investment banking
services. The Bank offers
200.00
9.12
commercial, mortgage,
consumer, and general purpose
cash loans, advises on
merger....
Celltrion Inc. produces and sells
biosimilar products and also
provides consignm ent
Celltrion
Inc
IRPC
PCL
SK
068270 KS
1071599
564607
89.80
60.93
TH
IRPC TB
108741000 63407990 71.49
32.16
Inter RAO
RU
JSC
IRAO RM
40460200 23681300 70.85
24.50
TMK OAO RU
TMKS LI
451527
270132
67.15
1.96
Megafon RU
MFON RM
65087
42674
52.52
19.89
Indorama
Ventures TH
PCL
IVL TB
9721863
6462557 50.43
Hyundai
Hysco Co SK
Ltd
010520 KS
111209
78659
41.38
­13.64
provides consignm ent
processing service for other
companies. The Company's
main product is Abata cept
which is for arthritis treatment.....
IRPC PCL produces a variety of
petrochemical products
including polypropylene, high
density polyethylene and
expandable polystyrene
primarily used in packaging
materials. Through its
subsidiaries, the....
Inter RAO JSC operates a
diversified energy. The
Company generates electric
power and heat as well as
participates in electricity
distribution and international
power trading.....
TMK OAO is a global supplier of
tubular products for the oil and
gas industry. The Company
manufactures its core products,
OCTG and line pipe, as well as
pipes for industrial applications
and offers s....
MegaFon OAO provides
telecommunication services.
The Company offers services
including voice, sms, call
forwarding, voice mail, roaming,
conference call, fax
transmission, data transmission,
multimedi....
Indorama Ventures PCL
manufactures and distributes
polyethylene terephthalate
("PET"), purified terephthalic
acid ("PTA") and related
products, polyester fibers and
yarns, and wool products.....
....
Banpu Public Company Limited
Banpu
PCL
TH
BANPU TB
Cementos
CO
Argos SA
9577687
CEMARGOS
486457
CB
6797167 40.91
14.20
349452
0.00
39.21
mines for coal and other
minerals. The Company
produces thermal coal and
coking coal, and have expertise
in open­pit and underground
coal mining operations, as well
as coa....
Cementos Argos SA is a
Colombian­based company
which produces cement, ready­
mix concrete and aggregates.
The Company operates several
fully­integrated cement plants in
Colombia and has presence in
th....
Source: MidLincoln Research
Top Dividend Yields
Company
Ruentex
Country Ticker
Div_Yield Ex_Date
Change
Year
Profile
Ruentex Development Co., Ltd. develops, sells,
Ruentex
Development TA
Co Ltd
9945
TT
CCR SA
BZ
CCRO3
9.24%
BZ
MMC Norilsk
RU
Nickel OJSC
GMKN
8.85%
RM
Telefonica
Czech
CZ
Republic AS
TEE
GR
8.21%
Greentown
China
CH
Holdings Ltd
3900
HK
8.01%
Coal India
Ltd
IN
COAL
IN
7.97%
BZ
CMIG4
7.78%
BZ
Severstal
OAO
RU
CHMF
7.75%
RM
Feng Hsin
Iron & Steel
Co
TA
2015
TT
7.67%
Ruentex
TA
Industries Ltd
2915
TT
7.27%
Cia
Energetica
de Minas
Gerais
9.36%
Ruentex Development Co., Ltd. develops, sells,
and leases residential and commercial buildings
07/25/2014 ­5.07%
which are constructed by independent
contractors.....
CCR SA manages highways in Brazil. The
Company also holds an interest in an electronic
09/29/2014 +8.39% payment system and a company that inspects motor
vehicles, and is part of a consortium that operates
one line of....
Mining and Metallurgical Company Norilsk Nickel
OJSC or GMK Norilsk Nickel is a producer of base
12/19/2014 +129.23% and precious metals. The Company's main
products are nickel and palladium. MMC Norilsk
Nickel also pr....
Telefonica Czech Republic a.s. is a leading
integrated operator in the Czech Republic and
10/24/2014 ­20.34% Slovakia, with eight million fixed and mobile lines.
The company offers the most comprehensive
portfolio of vo....
Greentown China Holdings Ltd. develops real
estate. The Company builds residential villas, low­
07/02/2014 ­33.78%
rise apartment buildings, and high­rise apartment
buildings for middle and high­income people.....
Coal India Limited produces and markets coal and
01/17/2014 +33.57% coal products, as well as provides related
consulting services.....
Companhia Energetica de Minas Gerais­ CEMIG
generates, transmits, and distributes electricity in
12/29/2014 +7.72% the Brazilian State of Minas Gerais. Cemig serves
industrial, commercial, residential, and rural
custo....
Severstal is a steel and mining company. The
Company has three main business divisions
11/24/2014 +172.58%
including resources, Russian steel, and
international business operations.....
Feng Hsin Iron & Steel Co., Ltd. manufactures and
07/01/2014 ­17.03% markets steel products. The Company sells its
products in Taiwan and exports to Asia.....
Ruentex Industries Limited manufactures and
markets textile products. The Company produces
07/25/2014 +3.19% gingham, denim, co tton yarns, chambray, oxford,
and flannel. Ruentex also sells and leases
commercial and....
Source: MidLincoln Research
Closest Dividend Dates
Company
Country Ticker
IRPC PCL
TH
Corpbanca
SA
CL
Banco
Davivienda
SA
CO
Aboitiz Equity
PH
onemoreyear DaysToDivx Div_Yield Profile
IRPC PCL produces a variety of
petrochemical products including
polypropylene, high density polyethylene
IRPC TB
2015­03­03 13
2.54%
and expandable polystyrene primarily
used in packaging materials. Through its
subsidiaries, the....
Corpbanca offers banking services to
both businesses and individuals in Chile,
CORPBANC
2015­03­10 20
3.51%
including loans and leasing services to
CI
businesses, and loans, credit card
services and mortgages to individuals.....
Banco Davivienda S.A. provides banking
services to individuals, families, small
PFDAVVND
and medium­sized enterprises, and
2015­03­19 29
4.67%
CB
builders in Colombia. The Company's
products and services include savings
and investm....
Aboitiz Equity Ventures Inc., through its
subsidiaries, distributes and generates
AEV PM
2015­03­20 30
2.19%
power, provides financial services,
Aboitiz Equity
PH
Ventures Inc
AEV PM
2015­03­20
30
2.19%
Aboitiz Power
PH
Corp
AP PM
2015­03­20
30
2.77%
Banco de
Credito e
Inversiones
CL
BCI CI
2015­03­20
30
4.34%
Banco de
Chile
CL
CHILE CI
2015­03­24
34
4.74%
TAV
Havalimanlari TU
Holding AS
TAVHL TI
2015­03­26
36
2.99%
Bank Mandiri
Persero Tbk ID
PT
Akbank TAS TU
BMRI IJ
2015­03­27
AKBNK TI
2015­03­31
37
41
power, provides financial services,
manufactures food, and provides inter­
island transportation services.....
Aboitiz Power Corporation provides
hydroelectric power generation.....
Banco de Credito e Inversiones (BCI)
attracts deposits and offers retail and
commercial banking services. The Bank
offers credit cards, securities brokerage
services, health and life insurance, and
l....
Banco de Chile attracts deposits and
offers retail and commercial banking
services. The Bank offers credit,
mortgage loans, co­branded credit cards,
securities brokerage services, mutual
funds, facto....
TAV Havalimanlari Holding AS is an
airport operator. The Company operates
in airports in Turkey, Georgia, Tunisia,
Macedonia, Saudi Arabia and Latvia.
TAV Havalimanlari provides service in all
areas ....
2.06%
PT Bank Mandiri (Persero) Tbk is formed
by the merger of four state­owned banks,
namely Pt Bank Bumi Daya, PT Bank
Dagang Negara, PT Bank Ekspor Import
Indonesia (Bank Exim), PT Bank
Pembangunan Indon....
1.39%
Akbank T.A.S. attracts deposits and offers
retail and corporate banking services.
The Group offers consumer credits, credit
cards, wealth management, health and
life insurance, pension plans, risk ma....
Source: MidLincoln Research
Cheapest on PE
Company
Country Ticker
AFK Sistema
RU
Sistema JSFC RU
Surgutneftegas
RU
OAO
FGC UES JSC RU
Est_PE Est_PEG_Ratio Rel_PE Profile
JSFC Sistema is a publicly­listed investment
company incorporated in Russia. The Company
AFKS
1.25
­
0.2331 owns a diverse set of public and private
RM
companies which it holds in two distinct
portfolios: Core assets and D....
JSFC Sistema is a publicly­listed investment
company incorporated in Russia. The Company
SSA LI 1.43
­
­
owns a diverse set of public and private
companies which it holds in two distinct
portfolios: Core assets and D....
Surgutneftegas explores for, extracts, transports,
refines, and markets oil and natural gas from
SNGS
1.70
­
0.6336 fields mainly in Western Siberia. The Company
RM
operates oil and gas fields, dehydrates gas,
extracts liq....
FEES
RM
2.18
­
TMK OAO
RU
TMKS
LI
2.45
0.8872
Gazpromneft
RU
SIBN
RM
2.50
0.1197
­
Federal Grid Co Unified Energy System JSC
provides long­haul electricity transmission.....
TMK OAO is a global supplier of tubular products
for the oil and gas industry. The Company
­
manufactures its core products, OCTG and line
pipe, as well as pipes for industrial applications
and offers s....
Gazprom Neft JSC is an integrated oil company
engaged in the exploration, development,
0.5370 production, transportation, and sale of crude oil
and gas. The Company is involved in oil refining,
marketing of ....
TMK OAO is a global supplier of tubular products
RU
TRMK
2.53
RM
0.9160
0.8269
Surgutneftegas
RU
OAO
SNGSP
2.76
RM
­
0.7795
Indorama
TH
Ventures PCL
IVL TB 2.95
1.7847
2.9471
Agile Property
CH
Holdings Ltd
3383
HK
0.1165
0.2457
TMK
3.17
TMK OAO is a global supplier of tubular products
for the oil and gas industry. The Company
manufactures its core products, OCTG and line
pipe, as well as pipes for industrial applications
and offers s....
Surgutneftegas explores for, extracts, transports,
refines, and markets oil and natural gas from
fields mainly in Western Siberia. The Company
operates oil and gas fields, dehydrates gas,
extracts liq....
Indorama Ventures PCL manufactures and
distributes polyethylene terephthalate ("PET"),
purified terephthalic acid ("PTA") and related
products, polyester fibers and yarns, and wool
products.....
Agile Property Holdings Limited develops and
operates real estate. The Company primarily
develops, owns and manages commercial and
hotel properties. Agile has projects in various
states of completio....
Source: MidLincoln Research
Cheapest Price/Book
Company
Country Ticker
Centrais
Eletricas
Brasileiras SA
BZ
Centrais
Eletricas
Brasileiras SA
BZ
FGC UES JSC
RU
Usinas
Siderurgicas de BZ
Minas Gerais
SA
Price_Book Est_PEG_Ratio Est_PE Profile
Centrais Eletricas Brasileiras S.A.
(Eletrobras) generates, transmits, and
ELET3
markets electricity through regional
0.12
­
­
BZ
companies in Brazil. The Company plans,
finances, coordinates, and supervises
expansion....
Centrais Eletricas Brasileiras S.A.
(Eletrobras) generates, transmits, and
ELET6
markets electricity through regional
0.14
­
­
BZ
companies in Brazil. The Company plans,
FEES
RM
0.15
USIM5
0.21
BZ
­
0.5967
Oi SA
BZ
OIBR4
0.23
BZ
­
AFK Sistema
RU
AFKS
RM
­
Shui On Land
Ltd
CH
272 HK 0.31
0.4400
TMK
RU
TRMK
0.33
RM
0.7860
Cia de
0.30
finances, coordinates, and supervises
expansion....
Federal Grid Co Unified Energy System
2.8208 JSC provides long­haul electricity
transmission.....
Usinas Siderurgicas de Minas Gerais S.A.
(Usiminas) produces steel. The Company
32.1429 manufactures flat rolled steel, hot and cold
rolled steel and coil, raw and crude steel,
pig iron, heavy plates, galva....
Oi S.A. offers fixed­line and mobile
telecommunications services in Brazil. The
­
Company provides fixed­line and mobile
telecommunica tions, data transmission,
and Internet access and other service....
JSFC Sistema is a publicly­listed
investment company incorporated in
Russia. The Company owns a diverse set
1.5937
of public and private companies which it
holds in two distinct portfolios: Core assets
and D....
Shui On Land Limited engages principally
in the development, sale, leasing,
16.4634 management and ownership of residential,
office, retail, entertainment and cultural
properties in the PRC.....
TMK OAO is a global supplier of tubular
products for the oil and gas industry. The
2.1695 Company manufactures its core products,
OCTG and line pipe, as well as pipes for
industrial applications and offers s....
Companhia de Saneamento de Minas
Gerais ­ Copasa MG is a sanitation
Cia de
Saneamento de
BZ
Minas Gerais­
COPASA
CSMG3
0.35
BZ
0.7829
Petroleo
Brasileiro SA
PETR3
0.36
BZ
0.6938
BZ
Gerais ­ Copasa MG is a sanitation
company. The Company's main activities is
4.8930
the planning and elaboration of projects,
execution, enlargement, remodeling and
explorati....
Petroleo Brasileiro S.A. ­ Petrobras
explores for and produces oil and natural
6.4005 gas. The Company refines, markets, and
supplies oil products. Petrobras operates
oil tankers, distribution pipelines, m....
Source: MidLincoln Research
Cheapest Price/Sales
Company Country Ticker Price_Sales Est_PEG_Ratio Est_PE Profile
Oi S.A. offers fixed­line and mobile
telecommunications services in Brazil. The
OIBR4
Company provides fixed­line and mobile
Oi SA
BZ
0.04
­
­
BZ
telecommunica tions, data transmission, and
Internet access and other service....
Hanwha
Corp
000880
0.05
KS
­
Bumi
Resources ID
Tbk PT
BUMI IJ 0.06
­
SK
Holdings
Co Ltd
SK
003600
0.07
KS
­
AFK
Sistema
RU
AFKS
RM
0.08
­
Doosan
Corp
SK
000150
0.09
KS
­
SK
Networks
Co Ltd
SK
001740
0.09
KS
­
Korea Gas
SK
Corp
036460
0.09
KS
­
TMK
RU
TRMK
0.10
RM
0.7860
Metalurgica
BZ
Gerdau SA
GOAU4
0.11
BZ
­
SK
Source: MidLincoln Research
Hanwha Corporation imports and exports
petrochemicals, machinery, automotives,
­
electronics, and steel. The Company also
produces explosives for the defense and
construction industries. In addition, ....
PT Bumi Resources Tbk operates in the
exploration and exploitation of coal deposits,
­
including coal mining, and oil exploration
activities. The Company offers its services to
cement companies and powe....
SK Holdings Co.,Ltd. is a holding company. The
Company, through its subsidiaries, operates
6.7558
refineries, chemicals, telecommunications, oil
exploration, and transportation.....
JSFC Sistema is a publicly­listed investment
company incorporated in Russia. The Company
1.5937 owns a diverse set of public and private
companies which it holds in two distinct
portfolios: Core assets and D....
Doosan Corporation is a diversified
manufacturing and service company. The
Company's business area includes
15.7679
infrastructure support business, consumer &
service business and electro­materials
including....
SK Networks Co., Ltd. is a general trading
company. The Company trades general
12.3925 merchandise, such as steel, oil, timber,
petrochemical, household appliances, clothing,
textile products, and informatio....
Korea Gas Corporation manufactures,
wholesales, and distributes liquefied natural gas
8.4156 (LNG) and liquefied petroleum gas (LPG)
throughout South Korea. The Company also
constructs and operates LNG recei....
TMK OAO is a global supplier of tubular
products for the oil and gas industry. The
2.1695 Company manufactures its core products,
OCTG and line pipe, as well as pipes for
industrial applications and offers s....
Metalurgica Gerdau S.A., manufactures steel.
The Company has operations in several
7.4898 countries located in the Americas, Europe and
Asia. Gerdau through the concept of
manufacturing Mini Mill in most o....

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