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 / Global

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

Egypt and Ethiopia disagree on the pace at which the Grand Ethiopian Renaissance Dam (GERD) should be filled. While Egypt has a strong argument, as it will suffer the most, we think it should agree to the compromise Ethiopia has already made of filli...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 2 July 2020
Equity Analysis / Russia

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

Russia’s Energy Strategy 2035, adopted in April 2020, prioritises selling hydrocarbons to the world over embracing new technologies, such as renewable energy. Indeed, it regards anything that hinders Russia’s production (and export) of oil, gas and c...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 15 June 2020
Equity Analysis / Vietnam

Vietnam Energy: As demand soars, solar can shine with the right policies

Vietnam has issued a new policy to promote the development of solar power projects, commonly known as Decision 13, effective 22 May 2020. While this ends ten months of policy uncertainty, the new feed-in tariffs (FiTs) will only be able to...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 28 May 2020
Equity Analysis / Pakistan

Pakistan: Ferozsons in talks with Gilead to produce Covid-19 drug Remdesivir

BF Biosciences limited, a subsidiary of Ferozsons Laboratories (FEROZ PA), is in talks with Gilead Sciences to manufacture and supply Remdesivir, a drug approved by the FDA to tread Covid-19 patients in critical condition, to Pakistan and 126 other c...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 11 May 2020
Equity Analysis / Pakistan

Time is ripe for Pakistan's digital revolution in fight against Covid-19

In the context of the Covid-19 restrictions on business activity in Pakistan, there is very little resistance against ‘tabdeeli’ – urdu for ‘change’, and Prime Minister Imran Khan’s political sl...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 4 May 2020
Macro Analysis / Pakistan

Pakistan: Lockdown lowdown

With 5,230 total confirmed Covid-19 cases as of 12 April, Pakistan ranks 33rd worldwide, and the growth is sharp (2,780 new cases in the past 10 days compared to 1,558 in the preceding 10 days). Total deaths are 91 (1.7% of confirmed cases) while rec...
Tellimer Research Rohit Kumar
Rohit Kumar @ Tellimer Research 13 April 2020

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Vahaj Ahmed
Maple Leaf Cement
Lucky Cement
Financial Conduct Authority
DG Khan Cement
Sub Sahara Africa
Kohat Cement
Fauji Cement

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