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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Home improvement industry - Profit followed by higher handmade activities
Overall strong macroeconomic environment in the previous years has contributed to the increasing consumption in the segment of items related to home improvement, surprisingly, even faster than at the EU level. Spending on home improvement or do-it-yourself (DIY) items was sparked during and after the COVID-19 lockdown and the emergence of working-from-home practice as people spent more time inhouse.
26.01.2024.
ESG - What drives ESG ratings?
Investing in stock portfolios pilled with companies with at least solid ESG ratings and credible ESG track record is again paying well - in 2023, the MSCI Europe ESG Leaders Index rose (+17.4%) more than its parent benchmark MSCI Europe Index (+16.6%), with the latter also involving companies irrelevant of their respective ESG scores and other ESGrelevant criteria.
19.01.2024.
Soft drinks industry - Unparalleled margin and ROIC profile
Generally rising prices within the region haven’t skipped the beverage segment. Strong consumer demand in the Adria region supported the upside in the prices, allowing the producers to copy their rising costs to their selling prices. In this part of the analysis, we aim to gauge the main drivers of the non- alcoholic beverages price puzzle.
12.01.2024.
Chemicals industry - Decoupling swift sales growth and depleting profitability
The chemicals sector is driven virtually entirely by end user industries. Chemicals are a key input in a wide array of industries including agriculture, construction, automotive, electronics, healthcare etc. Therefore, our analyses focuses heavily on chemicals end use in order to gauge industry trends and benchmark performance.
05.01.2024.
Agriculture industry report: Fertile finances – harvesting higher sales growth and profitability
Despite complex post-covid macroeconomic environment, agricultural companies managed to retain stable course that is evidenced in growing sales figures, improving profitability and growing margins. However, with full storages and decreasing trend of sales prices of crops, we do not expect the continuance of profitability growth going ahead.
18.12.2023.
Adria Region Macro Quarterly 1Q 2024 - Economy on a steady course
Our latest report summarizes the effects of higher personal consumption and recovering foreign component of the gross domestic productin the Adria region countries we see in 2024. Unlike many parts of Europe, it seems that the region has successfully avoided recession, as domestic conditions proved to be much more resilient.
08.12.2023.
Interest rates and Financial Market outlook 2024 - Bonds to shine in 2024
Interest rates push coming from the ECB and FED has entered into a flat territory. This doesn’t mean that the restrictiveness is on hold, as higher levels of interest rates achieved so far provide support for the transmission mechanism to keep rolling.
01.12.2023.
Commercial real estate - retail: Window shopping materializes into lively sales growth
The retail real estate industry has undergone its most significant transformation in history, and the cause can be traced, in its initial steps, to restricted movements during the pandemic and subsequently to changes in consumer behavior, with an essential part of the progress being the rise of e-commerce.
24.11.2023.
