Makro i sektorske analize koje vam pomažu u pametnom i utemeljenom donošenju odluka.
Mešoviti trendovi u građevinskoj industriji u Adria regionu
06.06.2025 14:59
Adria tržišta u fokusu: Zašto region ostaje potcenjena prilika?
05.06.2025 13:24
Koji sektori i kompanije će profitirati u 2025?
29.04.2025 12:13
Ni bull ni bear, trenutno imamo kangaroo market
29.04.2025 12:05
Kvartalne analize
Kvartalni outlook i pregledi koji osvetljavaju najvažnije makro i tržišne trendove i trendove koji pokreću tržište roba.
Ukupno analiza
235
+4 u poslednjih 30 dana
Nedavne analize
2
Objavljeno u poslednjih 7 dana
Najpregledanije
1773
Ukupan broj pregleda
Trendovi
Region
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Agrochemicals – another factor behind more expensive groceries
The analysis focuses on the factors driving agrochemical prices up, especially in 2021 and 2022. The price plateau at the beginning of 2023 reflects weak underlying demand as farmers cut back fertilizer use due to affordability and availability issues. In the peer analysis section, we analyse the performance of Adria players as well as some of the largest global agrochemicals producers, in order to offer context in this volatile industry.
26.01.2023.
Beer industry - Strong profitability and cash flow profile
Beer industry is one of the most globally consolidated industries in terms of market share driven primarily by one simple explanation; beer is a low-priced, bulky product that needs to be produced geographically near the end-consumer in order to benefit from low logistics cost and enjoy favorable unit economics.
23.01.2023.
Commodity market - Rocky road for commodities continues
Commodity prices experienced exceptional volatility in 2022, mostly triggered by the breakout of Russia-Ukraine conflict, post-pandemic demand instability and heavy droughts in many economies. High inflation rates in recent periods shed the light on commodity market due to its prompt and undeniable pass-through to price levels causing domino effect on inflation rates.
23.01.2023.
Solar Energy Industry - Green energy transition & prospects for solar industry
Countries in Adria region are on the very end of the list of European countries as per installed capacity. Renewable capacities are increasing with a special note on solar. As compared to 2015, solar recorded 3-digit % growth in most of countries. But still, capacities are far below other countries in Europe despite potential Adria region has.
18.01.2023.
Labour market - Is the glass half empty or half full?
Labour market is strengthening and being one of the key factors behind the 2022 economic firming as well as acting as a limiting factor against counter-inflationary measures. Indeed, the unemployment rates returned toa multi-year downtrend, with Croatia and Slovenia are at or even below the EU average, while the rest of the region hovered around double-digit levels.
16.01.2023.
Gaming industry
Average sales growth for the global peers has slowed to 3.5% in 2021, unlike 26.2% average decline in sales for the Adria region companies. Although, a decrease was driven by the large weight of Nanobit as its sales is the highest among the peer group, while both Nordeus and Ekipa 2 displayed sales growth.
04.01.2023.
Fiscal policy - A Wicked Mix of Tax Policies
In 2022, countries in Adria region have seen the best fiscal performance since at least 2019 largely on the back of economic activity rebound after exiting the pandemic limitations. That performance was also driven by a multi-decade high inflation, which in the first step increases the nominal value of tax intake before consumers adjust their spending habits due to higher costs.
19.12.2022.
Atlantic group (ATGR) - Coffee Price Kept Them Awake at Night
With the exception of 2020 (for obvious reasons), Atlantic Group is steadily growing its top line. Double-digit inflation and tourism recovery have both contributed to top line increase, primarily in the coffee and beverages segment during the course of this year. On the other hand, input cost inflation outpaced the sales growth and resulted in margin contraction. In absolute terms, the main catalyst comes from the increase in material costs, particularly input costs of raw coffee, followed by the increase of energy costs.
15.12.2022.
