Makro in sektorske analize za podporo pri bolj premišljenem in utemeljenem sprejemanju odločitev.
Četrtletne analize
Četrtletni outlook in pregledi, ki osvetljujejo najpomembnejše makroekonomske, tržne in trende, ki poganjajo trg surovin.
Skupaj analiz
234
+9 v zadnjih 30 dneh
Nedavne analize
3
Objavljeno v zadnjih 7 dneh
Najbolj ogledano
9849
Skupno število ogledov
Trendi
Regionalno
Najbolj iskana tema
Filtri
Construction and real estate - Real estate cycle at turning point?
Construction activity has been slowing down in North Macedonia, Bosnia and Herzegovina and Serbia, growing in Croatia and booming in Slovenia in 2H2022. Downtrend in countries with weaker numbers is already mirroring anticipation of subdued demand due to pandemic savings fading out and rising interest rates reflecting on funding.
01.02.2023.
Naftna Industrija Srbije - Golden age for oil refineries
NIS performance in the recent period was highlighted by stronger sales and profitability figures on the back of higher global oil prices. We see the latter somewhat lower on average for 2023, suggesting a drop in NIS’ top and bottom line, however these key P&L elements will still remain strong. In terms of M&A activity, there is a potential for buyouts of smaller market participants in the retail segment, perhaps also in the neighbouring countries.
31.01.2023.
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.
