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Current trading On January 3rd, XTPL announced its long-awaited first industrial implementation with a multi-billion USD Chinese partner from the display sector. While the initial order for six printing modules (UPDS) is relatively small, the potential of the deal is significant (several dozen printing modules in 2025E alone, along with corresponding service revenues and substantial […]
A troubled history The Balkan countries had a much more difficult post-communist transition than other CEE countries. The breakup of Yugoslavia and the ensuing Yugoslav wars completely destroyed the trade infrastructure, with foreign direct investments completely bypassing the region and flowing to other Eastern European countries instead. The history has caused an economic impact still […]
Business description Rex Concepts was established in 2022 by Olgierd Danielewicz and Peter Kaineder, both of whom previously held senior management roles at AmRest, the largest quick-service restaurant chain (QSR) operator in Central and Eastern Europe. They partnered with experienced food investor McWin and secured an exclusive regional master franchise agreement with Restaurant Brands International […]
In 1990, Romania had a GDP per capita similar to Poland’s. Today, it is more than ten years behind its CEE peer in terms of development, which in our view mainly results from weak governance and populist fiscal policies. Nevertheless, we are convinced that the EU country – and especially its listed companies – offer […]
