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1 Kasım 2012 Perşembe

ALKIM KIMYA (Company Update - BUY (maintained), 66% upside)

· Leading Sodium Sulphate producer in the world... Alkim Kimya is a mining/chemicals company and is one of the leading Sodium Sulphate producers in the world (5th). Beside natural Sodium Sulphate, the company produces salt (raw and refined) and is in the paper production business with its 79.93% subsidiary Alkim Kagit (Alka) <ALKA TI> (fully consolidated). Alkim meets most of the domestic demand with around 85% market share and is the sole natural and high quality Sodium Sulphate producer in the region.
· … is up for sale now... On 17 October 2012, Alkim Kimya shareholders (Kora Family) mandated an investment bank for the possible sale of 67.28% total stake in the company. We believe Alkim to generate significant investor interest given its valuable assets and unique strategic position being a regional player. Sodium Sulphate demand is strong in Turkey and abroad. Alkim expects strong demand in coming years as a result of soaring detergent consumption. The company works with almost all detergent producers like Unilever, P&G etc, which have production facilities also in the neighboring countries.