Макро и секторски анализи што ви помагаат да донесувате паметни и втемелени одлуки.
Томеска: Осигурувањето придонесува за развој на економијата
29.10.2024 14:39
Стојановски: Кредитниот раст да биде балансиран меѓу компаниите и населението
29.10.2024 14:15
Дуковска: Државата да се фокусира на капиталните инвестиции
29.10.2024 13:59
Митрев: Автоматизацијата ќе донесе поголем квалитет за консументите
29.10.2024 13:59
Квартални анализи
Квартални прогнози и прегледи што ги осветлуваат најважните макро и пазарни трендови и трендовите што го движат пазарот на стоки.
Вкупно анализи
220
+5 во последните 30 дена
Неодамнешни анализи
1
Објавено во последните 7 дена
Најпрегледувано
1769
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Филтри
Animal feed industry: Feedstock value potential – defending sales growth and milking modest margins
This report aims to provide a deeper insight of the animal feed industry in Adria region. In addition to microeconomic aspects and analysis of performance of companies within the industry, the report encompasses macroeconomic aspects, due to profound influence that economic fluctuations have on the industry.
19.02.2024.
Foreign trade & industrial production - Are you ready for another supply chain headache?
Industrial production in the Adria region stagnated (on average) in 2023, with Serbia on the higher end (+2.3% yoy) and Slovenia on the lower (-5.3% yoy). In this report we aim to gauge the main driver behind its dynamic, and potential going forward.
09.02.2024.
Retail trade - Real wage growth rebound – a push for retail trade
The real retail trade landscape in the Adria region in 2023 presented a mixed picture. Serbia and Slovenia recorded a decline, North Macedonia recorded stagnation, Croatia saw solid growth and in Bosnia and Herzegovina retail trade experienced expansion. Real wage growth is expected to play a significant role in driving retail trade, but the crucial question lies in the extent of its impact. Notably, consumers are becoming more optimistic, particularly concerning major purchases, which encompass the consumer discretionary segment of retail.
02.02.2024.
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.
