Analysts of Ipopema Securities expect that in 2014 small and medium companies will behave better than companies from WIG 20, as they are more exposed to failing market of raw materials.

Ipopema analysts believe in increases of small and medium companies, as according to them, those companies will take more advantage of economy recovery which is stimulated by inflow of EU funds. Among segments, Ipopema advices to predominate financial institutions, construction companies (especially Budimeks, Trakcja and Elektrobudowa), consumer goods companies (LPP, Wawel, CCC, Inter Cars), media companies, so called utilities and also PKP Cargo, Ciech and Astarta.

source: www.biznes.pap.pl
10-02-2014
back