Many things show that dynamic growth of the last days are the result of playing for the result for the II half a year, which is heading towards its half. For many companies it is supposed to be much better than the first one. StockWatch.pl observed chart moves and checked who this year have prepared a strong basis for a good second half a year.

Special attention needs to be paid to improvement of results in industrial companies. Valuable information keeping the trend is August industrial production increase in China by 10.4% YoY. The result broke a market consensus. Our market is far from such results. Analysts of Ministry of Economy expect that the pace of increase of industrial production in August went down by 3% YoY, from around 6.3% in July.

-  The second quarter results of industrial companies turned out to be better than the first one. In the last quarter, out of the companies which we were analysing, 19 improved their results YoY, and the same number got worse results. The proportion in the first quarter was 14 to 24. First of all, much better results had companies which have exhibition for export. - assesses Jakub Szopek, DI BRE Bank analyst.

The expert list the whole range of companies, which not only recorder better results in the last season, but are also able to keep those results.

-  There are also companies set strongly on the east and south of Europe. Inter Cars is among them, and it presented very good results for I half of this year. The results were supported by dynamic growth of export and demand for spare parts on domestic market. Problems of Fota company were also helpful. The second half of the year should also be good for the Company, and the whole 2013 seems to be closed with records as regards sales revenue and profit. - says Grzegorz Pułkotycki, Vice-Director of Investment Consulting Department of DM BZ WBK.

source: www.wiadomosci.stockwatch.pl
11-09-2013

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