Higher prices for energy weigh on Abu Dhabi’s Arkan



Abu Dhabi’s Arkan Building Materials reported a decline in profit of more than 65 per cent in the first quarter, weighed down by higher energy prices.

Net profit fell to Dh10.59 million in the first three months of this year compared with Dh30.73m in the same period a year earlier. The company said in its ADX filing that the difference was “mainly due to the significantly higher energy costs” and lower selling prices of cement. The company had also stopped benefiting from a government grant in connection with the acquisition of the pipes company Anabeeb from the second half of last year.

As a result of the higher energy costs, all major contracts for goods and services have been renegotiated.

The Arkan chairman Jamal Al Dhaheri said the company had worked to cut costs, temporarily consolidating the production and sales of cement to a single location at its Al Ain factory, as the price of fuel rose at the start of the year.

“Arkan is leaner and more cost- efficient, which has allowed it to bounce back and remain profitable in this challenging environment as evidenced by the results,” he said.

Yet the Dh45m in annual savings expected from the factory consolidation is only the start in combating the rising prices of natural gas and electricity.

Arkan reported that the price for natural gas, which is used to fire the kilns at its facilities, jumped 73.3 per cent at the start of the year. Additionally, the price for electricity increased for industrial consumers in the UAE that use more than 1 megawatt by 68.75 per cent, with further hikes expected during peak times from June to September.

Arkan’s biggest money maker totalling nearly 70 per cent of its assets, cement, is one of the most energy-intensive materials in the industrial sector to make. A waste heat recovery technology, which collects hot gases to be used in a turbine to produce electricity, will come online next year to help to offset rising electricity prices.

In the first quarter, profit at its cement operations declined almost 40 per cent to Dh14.26m from Dh23.63m a year earlier, amid excess capacity in the UAE construction sector. The region’s building industry has been battered with tightened budgets following the loss of significant oil revenue, but Arkan is setting its sights on expanding into new areas abroad, selling speciality products in the Asian and central African markets. Currently the company has projects worth Dh50m outside the UAE that will be delivered in two phases.

Arkan shares fell 4.3 per cent on the ADX yesterday to 67 fils.

lgraves@thenational.ae

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The more serious side of specialty coffee

While the taste of beans and freshness of roast is paramount to the specialty coffee scene, so is sustainability and workers’ rights.

The bulk of genuine specialty coffee companies aim to improve on these elements in every stage of production via direct relationships with farmers. For instance, Mokha 1450 on Al Wasl Road strives to work predominantly with women-owned and -operated coffee organisations, including female farmers in the Sabree mountains of Yemen.

Because, as the boutique’s owner, Garfield Kerr, points out: “women represent over 90 per cent of the coffee value chain, but are woefully underrepresented in less than 10 per cent of ownership and management throughout the global coffee industry.”

One of the UAE’s largest suppliers of green (meaning not-yet-roasted) beans, Raw Coffee, is a founding member of the Partnership of Gender Equity, which aims to empower female coffee farmers and harvesters.

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Tailors and retailers miss out on back-to-school rush

Tailors and retailers across the city said it was an ominous start to what is usually a busy season for sales.
With many parents opting to continue home learning for their children, the usual rush to buy school uniforms was muted this year.
“So far we have taken about 70 to 80 orders for items like shirts and trousers,” said Vikram Attrai, manager at Stallion Bespoke Tailors in Dubai.
“Last year in the same period we had about 200 orders and lots of demand.
“We custom fit uniform pieces and use materials such as cotton, wool and cashmere.
“Depending on size, a white shirt with logo is priced at about Dh100 to Dh150 and shorts, trousers, skirts and dresses cost between Dh150 to Dh250 a piece.”

A spokesman for Threads, a uniform shop based in Times Square Centre Dubai, said customer footfall had slowed down dramatically over the past few months.

“Now parents have the option to keep children doing online learning they don’t need uniforms so it has quietened down.”

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Mercer, the investment consulting arm of US services company Marsh & McLennan, expects its wealth division to at least double its assets under management (AUM) in the Middle East as wealth in the region continues to grow despite economic headwinds, a company official said.

Mercer Wealth, which globally has $160 billion in AUM, plans to boost its AUM in the region to $2-$3bn in the next 2-3 years from the present $1bn, said Yasir AbuShaban, a Dubai-based principal with Mercer Wealth.

Within the next two to three years, we are looking at reaching $2 to $3 billion as a conservative estimate and we do see an opportunity to do so,” said Mr AbuShaban.

Mercer does not directly make investments, but allocates clients’ money they have discretion to, to professional asset managers. They also provide advice to clients.

“We have buying power. We can negotiate on their (client’s) behalf with asset managers to provide them lower fees than they otherwise would have to get on their own,” he added.

Mercer Wealth’s clients include sovereign wealth funds, family offices, and insurance companies among others.

From its office in Dubai, Mercer also looks after Africa, India and Turkey, where they also see opportunity for growth.

Wealth creation in Middle East and Africa (MEA) grew 8.5 per cent to $8.1 trillion last year from $7.5tn in 2015, higher than last year’s global average of 6 per cent and the second-highest growth in a region after Asia-Pacific which grew 9.9 per cent, according to consultancy Boston Consulting Group (BCG). In the region, where wealth grew just 1.9 per cent in 2015 compared with 2014, a pickup in oil prices has helped in wealth generation.

BCG is forecasting MEA wealth will rise to $12tn by 2021, growing at an annual average of 8 per cent.

Drivers of wealth generation in the region will be split evenly between new wealth creation and growth of performance of existing assets, according to BCG.

Another general trend in the region is clients’ looking for a comprehensive approach to investing, according to Mr AbuShaban.

“Institutional investors or some of the families are seeing a slowdown in the available capital they have to invest and in that sense they are looking at optimizing the way they manage their portfolios and making sure they are not investing haphazardly and different parts of their investment are working together,” said Mr AbuShaban.

Some clients also have a higher appetite for risk, given the low interest-rate environment that does not provide enough yield for some institutional investors. These clients are keen to invest in illiquid assets, such as private equity and infrastructure.

“What we have seen is a desire for higher returns in what has been a low-return environment specifically in various fixed income or bonds,” he said.

“In this environment, we have seen a de facto increase in the risk that clients are taking in things like illiquid investments, private equity investments, infrastructure and private debt, those kind of investments were higher illiquidity results in incrementally higher returns.”

The Abu Dhabi Investment Authority, one of the largest sovereign wealth funds, said in its 2016 report that has gradually increased its exposure in direct private equity and private credit transactions, mainly in Asian markets and especially in China and India. The authority’s private equity department focused on structured equities owing to “their defensive characteristics.”

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Round 5: February 25-27, Jeddah Corniche Circuit – Saudi Arabia