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Quercus Fund Ltd.'s investment thesis on Braskem S.A. ($BAK) — Q1 2026 | Buyside Digest

$BAKNYSEBraskem S.A.

BULL

Quercus Fund Ltd.—BAK

Fund Letter

Q1 2026

Published March 2, 2026

$1.89USD

+0.0% vs last month

$4.91Pitched

-61.5% since pitch

Market Cap$946.4M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Its controlling shareholder (Braskem NYSE: BAK) is in an even worse situation, and the industry is facing the deepest and longest downturn ever.

— Diego B. Milano

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