Makro i sektorske analize koje vam pomažu u pametnom i utemeljenom donošenju odluka.
Produktivnost u regiji raste, ali presporo
10.11.2025 10:35
Slabiji dolar briše zaradu evropskih investitora u S&P indeksu
03.10.2025 12:14
Ko su skriveni dragulji tržišta kapitala u Adria regiji?
23.09.2025 12:41
Stabilan rast u perspektivi, uz eksterne rizike koji ostaju na snazi
23.09.2025 12:36
Kvartalne analize
Kvartalni outlook i pregledi koji osvjetljavaju najvažnije makro i tržišne trendove i trendove koji pokreću tržište robe.
Ukupno analiza
329
+3 u poslednjih 30 dana
Nedavne analize
1
Objavljeno u poslednjih 7 dana
Najpregledanije
6976
Ukupan broj pregleda
Trendovi
Regija
Najtraženija tema
Filteri
Labour market - Productivity struggling to converge to EU
In 2023, gross wages continued to grow, supported by high (albeit declining) inflation rates and a lack of labour. The growth rate in both the Adria region and the CEE4 in nominal terms was over 13.5% on average. Except for Czechia and Slovenia, gross wage growth recorded double-digit numbers. In real terms, the situation is better for the Adria region, where the average real wage growth was 4.8% yoy, suggesting better purchasing power, while that was not the case for CEE4 (-0.6% yoy).
01.03.2024.
Electrical appliances industry: Reheating yesterday’s lukewarm margins and leftover sales growth
This report hones in on the regional Electrical appliance industry. We look at how different target markets, business models and products ultimately define intra-regional differences in financial performance. We evaluate the financial strengths and weaknesses of the largest regional players and offer our outlook regarding the industry at large.
22.02.2024.
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.
