Vahaj Ahmed

Tellimer Research

Head of Industrials Equity Research @ Tellimer Research

Vahaj delves deep into analysis of supply-demand factors and pays close attention to companies focusing on cost reduction and efficiency in his reports on industrials, such as cement and power, oil and gas, and fertilizers. He utilises strong relationships with most of the listed companies in Pakistan, his home country. Vahaj was previously head of research at Topline Securities in Pakistan.

Vahaj Ahmed
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Latest articles from Vahaj Ahmed
Macro Analysis / Brazil

Bolsonaro alters the dynamics of Brazil's renewable energy transition

Brazil's transition to renewable energy was expected to slow down when Jair Bolsonaro became the country's president in October 2018. While the growth in renewable capacity has declined under Bolsonaro, the run-rate (or monthly additions) in the past...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 22 September 2020
Bolsonaro alters the dynamics of Brazil's renewable energy transition
Bolsonaro alters the dynamics of Brazil's renewable energy transition
Macro Analysis / Indonesia

Renewable energy faces an uphill battle in Indonesia – here's why

But the new mining law, ratified on 10 June 2020, appeases mining companies which, in turn, are linked to some of Indonesia’s wealthiest and most powerful business groups and politicians. What's wrong with the existing policy? President Jokowi should...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 10 August 2020
Renewable energy faces an uphill battle in Indonesia – here's why
Renewable energy faces an uphill battle in Indonesia – here's why
Company Analysis - Commissioned / Bahrain

Q2 2020 preview – Weak aluminium prices to reverse Q1 profits

Aluminium Bahrain (ALBA) will report Q2 20 results on 26 July 2020. We also estimate that Q2 20 cost of sales was 8% qoq lower owing to: (1) 8% qoq decline in the cost of raw materials (mainly alumina, which averaged US$277/tonne in Q2 20 versus US$3...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 24 July 2020
Macro Analysis / India

India: Size isn’t everything! Modi's 750MW solar project achieves many firsts

In this report, we discuss briefly how the Rewa solar project has helped achieve major milestones, analyse the outlook for India’s renewable electricity generation up until 2030 and look at the size of the opportunity for renewable sources of energy....
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 15 July 2020
India: Size isn’t everything! Modi's 750MW solar project achieves many firsts
India: Size isn’t everything! Modi's 750MW solar project achieves many firsts
Macro Analysis / Global

Egypt: Time to agree water-sharing deal with Ethiopia and look to the sky

Whatever the outcome of the GERD dispute, it is clear that no further investment in Egypt’s hydropower capacity is likely. It is no surprise that Egypt’s Integrated Sustainable Energy Strategy (ISES) to 2035 aims to increase the share of renewable el...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 2 July 2020
Egypt: Time to agree water-sharing deal with Ethiopia and look to the sky
Egypt: Time to agree water-sharing deal with Ethiopia and look to the sky
Equity Analysis / Russia

Russia Energy: Regressive new energy strategy hinders development of clean tech

In this report, we also discuss why Russia might not meet its (very minimal) clean energy target, analyse the outlook for the country's electricity generation up until 2030 and look at the size of the opportunity for renewable sources of energy. Russ...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 15 June 2020
Russia Energy: Regressive new energy strategy hinders development of clean tech
Russia Energy: Regressive new energy strategy hinders development of clean tech

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