Tag Archives: BAK

Emerging markets week ahead: getting in front of a runaway bull

posted on August 13, 2012 at 12:00 pm by Joseph Hogue CFA

Even exceptionally low export growth of just 1% in China last month against expectations of 8%, could not stop the market from moving higher. The iShares MSCI Emerging Markets (EEM, quote) gained 1.7% on the week against a 0.7% increase in the S&P 500 index.

BRICs Markets Stocks

Slowing Chinese plastics demand spells trouble for foreign producers

posted on April 25, 2012 at 8:00 am by Scott Martin

Slowing construction activity in China is having unexpected consequences in the global plastic sector, where the sudden downturn in demand for PVC pipe, laminate and other polymer products is pushing local manufacturers to unload inventory overseas.

Asia Brazil China Stocks

Braskem revised down on oil and gas decoupling

posted on April 3, 2012 at 1:00 pm by Marta Dhanis

Itaú BBA issued a new note revising their short-term estimates for Brazilian petrochemical company Braskem (BAK, quote) in order to incorporate the recent compression in global PE/PP spreads for naphtha, a flammable oil obtained by the dry distillation of coal.

Brazil Commodities Developed Multinationals Energy Latin America

Finding Brazilian bargain-basement stocks

posted on February 27, 2012 at 9:44 am by Marta Dhanis

Vermilion’s analysts believe Brazil continues to emerge as the short-term global leader in Latin America and that there are plenty of individual opportunities there.

Banks Brazil BRICs Latin America Markets Stocks

Itaú downgrades Braskem target on higher oil prices (BAK)

posted on December 30, 2011 at 7:28 am by Marta Dhanis

Itaú BBA issued a new report downgrading Brazilian petrochemical manufacturer Braskem (BAK, quote) as rising input costs cut into its profitability while global demand for plastic feed stocks declines. However, they stil rate the company at “market perform.”

Brazil Latin America Oil Stocks

Short interest rises on Brazil's energy stocks (PBR, OGXPY, BAK)

posted on November 17, 2011 at 11:10 pm by Tony Daltorio

Banco Santander issued a report recently that stated that the short interest ratio of Brazil’s oil, gas and petrochemical companies have jumped 14% as investors increase their bets that the shares of Petrobras (PBR, quote) and others in the industry will fall in the weeks ahead.

Brazil Latin America Stocks

Braskem feels the pain of a weak Brazilian real (BAK, BZF)

posted on November 10, 2011 at 1:07 pm by Tony Daltorio

Braskem (BAK, quote), the biggest petrochemical company in the Americas, posted a steep third-quarter loss but is bouncing back as traders digest the underlying strength of its business.

Brazil BRICs Currencies Stocks

Trading the Globe: Sasol (SSL), the Dupont of Africa

posted on October 31, 2011 at 10:58 pm by Emerging Money

Johannesburg is one of the global centers of the petrochemical industry, thanks to local giant Sasol (SSL, quote) — the focus of a recent Trading the Globe segment on emerging chemical stocks.

Africa Audio and Video Developed Multinationals Stocks Tim Seymour Trading the Globe Video

Cellcom Israel has high yield, low PE with tremendous upside (CEL, BAK, BIP)

posted on October 17, 2011 at 8:03 pm by Jonathan Yates

Those seeking high dividends need not limit themselves to just American securities, as emerging market stocks such as Braskem SA (BAK, quote), Brookfield Infrastructure Partners (BIP, quote) and Cellcom Israel (CEL, quote) all have yields twice the average of the Standard & Poor’s 500 Index, now around 2%.

Asia Investing Middle East & Africa Technology Telecom

Sinopec under the microscope as refining margins droop

posted on July 28, 2011 at 6:54 am by Emerging Money

The last few months brought a squeeze for the world’s refining companies and eventually forced one of the giants — ConocoPhillips — out of the business. How is China’s refiner faring?

China Energy Stocks

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