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Aluminium Bahrain: 2021 metal rally to spur record year for ALBA

Aluminium Bahrain ("ALBH" or "Alba") had a good year in 2021, with the gains in the share price outpacing the rise in the base metal, as post-Covid economic recovery and the drive for green infrastructure drove demand. The BHD0.02657 interim dividend...
Tellimer Research Janet
Janet Ogunkoya @ Tellimer Research 13 January 2022
Aluminium Bahrain: 2021 metal rally to spur record year for ALBA
Aluminium Bahrain: 2021 metal rally to spur record year for ALBA

Iran Nuclear Deal might be now or never, but Israel friction will last

The second round of Iran Nuclear Deal negotiations since hardliner Ebrahim Raisi's election are ongoing, but expectations of progress are low. And Iran's Revolutionary Guard Corps elite has both survived for so long domestically without sanctions rel...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 12 December 2021
Iran Nuclear Deal might be now or never, but Israel friction will last
Iran Nuclear Deal might be now or never, but Israel friction will last

Aluminium Bahrain: Q3 21 preview – High aluminium prices propel record profit expectation

Aluminium Bahrain (Alba) will report Q3 21 results on 31 October, as we highlighted in our previous note. The higher LME prices and premiums, together with higher volumes, support our forecast revenue of BHD431mn in Q3 21 compared to BHD370mn in Q2 2...
Tellimer Research Janet
Janet Ogunkoya @ Tellimer Research 26 October 2021

Emerging market banks: The winners and losers from tighter monetary policy

For ease of reference, we present the results of our analysis at the country level in this report. Greek banks' bottom-line is most sensitive to higher margins; their current margins and profitability remain depressed. But since profit is smaller tha...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 22 October 2021
Emerging market banks: The winners and losers from tighter monetary policy
Emerging market banks: The winners and losers from tighter monetary policy

Evergrande effect hits aluminium prices, but supply curbs are good for ALBA

The aluminium LME spot price touched US$3,000 per tonne for the first time in 13 years on 13 September. ALBH is trading at levels last seen in 2011 — currently at BHD0.695. The culmination of our model adjustments leads to an increase in our 2021 EPS...
Tellimer Research Janet
Janet Ogunkoya @ Tellimer Research 23 September 2021
Evergrande effect hits aluminium prices, but supply curbs are good for ALBA
Evergrande effect hits aluminium prices, but supply curbs are good for ALBA

Middle East security risks unchanged by US withdrawal from Afghanistan

Should governments in the Middle East that are allied, or at least aligned, with the US be more concerned for their security following the final US withdrawal from Afghanistan? Or, at least, no more than they were before recent images from Kabul airp...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 24 August 2021
Middle East security risks unchanged by US withdrawal from Afghanistan
Middle East security risks unchanged by US withdrawal from Afghanistan