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

Q4 20 update – Weak dollar, global recovery support aluminium prices

We update our estimates for Aluminium Bahrain (Alba) post a Q4 20 net profit of BHD32mn. While we have seen steady increases in alumina prices as economic activities boost demand (in line with our expectations), the current ratio to aluminium prices...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 19 February 2021

How Nigeria could power West Africa's electricity needs

However, the problems transcend merely access to electricity. Four factors could make it a key player in the cross-border electricity trade in Africa. The map below of medium and high-voltage electricity lines across Sub-Saharan Africa show there is...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 10 February 2021
How Nigeria could power West Africa electricity, despite its own shortcomings
How Nigeria could power West Africa electricity, despite its own shortcomings

Q4 20 preview – Global aluminium price recovery to bolster performance

Aluminium Bahrain (ALBA) will report Q4 20 results on 10 Feb 2021. Following the increase in global aluminium prices, we estimate that Alba's realised prices averaged US$1,980/tonne in Q4 20 as compared to US$1,777/tonne in Q3 20. This offset slightl...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 3 February 2021

UAE aluminium exempted from US import tariff as Trump leaves office

In his final hours at the White House, outgoing US President Donald Trump exempted the United Arab Emirates (UAE) from 10% tariffs on aluminium imports. Two weeks ago, EGA successfully ramped-up production at its new US$3.3bn alumina refinery to its...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 21 January 2021
UAE aluminium exempted from US import tariff as Trump leaves office
UAE aluminium exempted from US import tariff as Trump leaves office

9 companies tackling Nigeria’s energy crisis

Although Nigeria has failed to solve its energy crisis (despite the power sector’s privatisation in 2013), various companies are now rising to the challenge providing unique solutions across the value chain. Nigeria received US$203.3mn (according to...
Tellimer Research Ayobami Omole
Ayobami Omole @ Tellimer Research 19 January 2021
9 companies tackling Nigeria’s energy crisis
9 companies tackling Nigeria’s energy crisis

Poland's coal confrontation with the EU fuels talk of Polexit

Natural gas imports from Azerbaijan (which started last week) are a milestone for the EU. Pressure is mounting on the country to move away from coal power, as the EU is pushing hard – but will likely fail – to phase out coal by 2030. If the EU pushes...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 10 January 2021
Poland's coal confrontation with the EU fuels talk of Polexit
Poland's coal confrontation with the EU fuels talk of Polexit

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Vahaj Ahmed
Asia
Equity
Materials
Industrials
2019
MENA
2018
Aluminium Bahrain
Bahrain
China
Transportation
Fixed Income - Sovereign
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