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I Just Added More Braskem — The Market Is Missing This Key Signal
Last Wednesday, I added another 1,500 shares of Braskem, even though it already makes up more than 15% of my portfolio.
May 4
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ALLKA RESEARCH
28
7
3
April 2026
CAR-T is moving upstream — and Darzalex-era benchmarks are starting to look structurally capped.
New phase 2 data from the Dana-Farber study “Phase 2 Trial Shows Deep and Lasting Responses to CAR T-Cell Therapy for High-Risk Smoldering Multiple…
Apr 21
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ALLKA RESEARCH
7
1
Polyethylene & Polypropylene Markets Flash COVID-Era Warning Signs
Global plastics prices are sending a clear signal: supply-chain fragility is back.
Apr 12
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ALLKA RESEARCH
11
5
1
Attacks on SABIC-Linked Facilities Raise Global Supply Risks
Strikes on Saudi Arabia’s Al Jubail industrial hub have now been confirmed, with satellite imagery providing a clearer picture of the scale and nature…
Apr 7
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ALLKA RESEARCH
5
1
March 2026
Braskem: A Cycle Misread — From COVID Distortions to Geopolitical Noise
Over the past five years, Braskem has moved through three distinct macro regimes: the COVID shock, the 2022 cost inflation cycle, and the current…
Mar 31
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ALLKA RESEARCH
21
1
4
Braskem’s Turning Point: How an IG4 Takeover Could Unlock Strategic Renewal
Braskem’s latest earnings call may have underscored the challenges facing the global petrochemical downcycle, but beneath the cautious tone lies a…
Mar 28
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ALLKA RESEARCH
15
2
Braskem’s Alagoas Provisions: Signs of Risk Normalization and Operational Efficiency
When analyzing Braskem’s financial and operational performance, one of the most telling indicators is how the company manages risk and liabilities in…
Mar 28
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ALLKA RESEARCH
13
3
Braskem’s Alagoas Crisis: A Multi-Billion Liability Nearing Resolution
Origins of the Alagoas Crisis: Before the Damage
Mar 23
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ALLKA RESEARCH
10
Braskem: Debunking the Myth of Middle East Feedstock Dependence
I feel like Sherlock after a hard day.
Mar 21
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ALLKA RESEARCH
15
1
Brazil’s PLP 14/2026: A Temporary Fix That Could Add Up to $200M to Braskem’s EBITDA
Brazil is poised to approve PLP 14/2026, with the bill likely to be signed into law imminently, potentially today.
Mar 19
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ALLKA RESEARCH
7
Petrochemicals Enter a New Cycle as Hormuz Disruptions Tighten Global Supply
A combination of geopolitical disruption and structural supply tightening is rapidly reshaping the global petrochemical landscape.
Mar 18
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ALLKA RESEARCH
10
1
Polymer Prices Surge as Hormuz Risks Shake Global Petrochemicals
Polymer prices are beginning to react sharply to the growing geopolitical shock in the petrochemical supply chain.
Mar 16
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ALLKA RESEARCH
10
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