Макро и секторски анализи што ви помагаат да донесувате паметни и втемелени одлуки.
Блажековиќ: Ниското ниво на инвестиции во истражување главен предизвик за Македонија
26.11.2025 11:49
Митреска: Народната банка ќе направи нагорна проекција на инфлацијата
26.11.2025 11:51
Ѓорѓиевски: Продуктивноста не го следи растот на платите
26.11.2025 11:48
Томеска: Осигурувањето придонесува за развој на економијата
29.10.2024 14:39
Квартални анализи
Квартални прогнози и прегледи што ги осветлуваат најважните макро и пазарни трендови и трендовите што го движат пазарот на стоки.
Вкупно анализи
236
+6 во последните 30 дена
Неодамнешни анализи
1
Објавено во последните 7 дена
Најпрегледувано
6988
Вкупен број на прегледи
Трендови
Регион
Најбарана тема
Филтри
Energy sector
2022 was extremely challenging for companies from the energy sector. The central factor of instability was an extreme volatility of energy prices. The increase of prices on global market increased companies’ input costs, while inability to pass the increase on customers due to state price caps resulted in a significant drop in profitability for most of companies.
06.11.2023.
Stock market report - Examining determinants of regional stock market liquidity
Adria region stock indexes are mostly in green this year, with positive price returns in year-to-date comparisons everywhere except the Sarajevo stock exchange index (SASE). In this report, we examine market-wide drivers of stock market liquidity and highlight the determinants to drive the performance going forward.
27.10.2023.
Rougher waters ahead? - Adria region Maritime ports
In this report we take a deep dive into the economics of regional ports. There are 3 key players handling shipping in the region: Luka Koper, Luka Ploče and Luka Rijeka. We offer the rationale for differences through presenting their competitive advantages. We also sought to provide a strong global context through various global shipping and port operating giants.
24.10.2023.
Tourism industry - Fair market value of real estate - key industry topic
This industry report aims to analyze the performance of the Adria region’s tourism sector in 2022. The report will encompass both macroeconomic and microeconomic aspects of the industry. In addition, the report will remark on valuation indicators and scrutinize the accounting impact on the value of real estate portfolio.
20.10.2023.
Construction sector report - Construction changes course from residential to road-building
In the Adria region, construction activity has been increasing its share within the value added during the last 10y. Compared to the EU average, the Adria region posts higher contribution to GDP from 2019 onwards. In other words, the share of corporate gross profits coming from the construction industry is rising. In this report we are going through drivers of business performance in the construction activity and provide key elements leading the future dynamics over the next few quarters.
16.10.2023.
Credit ratings – movers and potential for the Adria region - Path to a higher rating
Credit rating agencies focus on these 5 pillars: institutional, economic, external, fiscal and monetary factors. The rating is determined via a mix of qualitative and quantitative elements, considering the current situation as well as the outlook. The idea of this report is to highlight the movers of sovereign credit ratings and emphasize which policy moves would lift the ratings.
06.10.2023.
Banking sector report – 2023 profits – textbook example of monetary tightening effects
Banks profits are spiking in 2023, and this is not concentrated in Adria region but is rather an across-the-globe event. In this report we examine the performance of banks in the Adria region for the 1H 2023, interpret the very recent lending activity and interest rate movements, and provide outlook for the banks’ profits going forward.
28.09.2023.
Grocery retailers - Consistently through disruption
In this report we analyze the grocery retail industry in Adria region countries, with a special focus on how successful retailers were in navigating the high inflation environment. Report is based on a macroeconomic as well as a single firm-level look of the latest trends.
25.09.2023.
