Research Analysts Booklet Analysten NEU Stand 2012_09_04.indd Druckbogen 1 von 10 - Seiten (1) 04.09.2012 14:39:55
Booklet Analysten NEU Stand 2012_09_04.indd Druckbogen 2 von 10 - Seiten (2) 04.09.2012 14:40:02
Overview Head of Group Research Fritz Mostböck... 2 Major Markets & Credit Research Head Major Markets & Credit Research Macro/Fixed Income Analyst Corporate Bonds Analyst International Equities Commodities CEE Macro/Fixed Income Research Head CEE Macro/Fixed Income Research Chief Analyst CEE Macro/Fixed Income Research Czech Republic & Poland Romania Slovakia Hungary Croatia & Serbia Ukraine Gudrun Egger Mildred Hager Alihan Karadagoglu Hans Engel Ronald Stöferle Juraj Kotian Birgit Niessner David Navrátil Lucian Anghel Mária Valachyová Zoltán Árokszállási Alen Kovač Maryan Zablotsky... 3... 3... 3... 3... 4... 5... 5... 6... 6... 6... 6... 7... 7 CEE Equity Research Head CEE Equity Research Chief Analyst CEE Equity Research CEE Telecom CEE Pharma CEE Media Industrials & Engineering CEE Real Estate CEE Insurance CEE Technology CEE Banks Turkish Bank & Insurance CEE Utilities, Mining Henning Esskuchen Günther Artner Vera Sutedja Vladimíra Urbánková Václav Kmínek Gerald Walek Martina Valenta Christoph Schultes Daniel Lion Günter Hohberger Sevda Sarp Petr Bartek... 8... 8... 9... 9... 9... 9... 10... 10... 10... 11... 11... 11 Erste Securities Polska Head of Research IT, Distribution, Commerce, Health Care Services, Construction, Travel & Leisure Michał Hulbój Marek Czachor... 12... 12 Erste Securities Istanbul Head of Research Aviation, Food Retail, Energy Industrial Banking & Insurance Steel, F&B, Contracting, Defense Gold & Mining, Glass, Cement, Fertilizers Can Yurtcan Gorkem Goker M. Emin Zumrut Sevda Sarp Sezai Saklaroglu Evrim Dairecioglu... 13... 13... 13... 14... 14... 14 Booklet Analysten NEU Stand 2012_09_04.indd Druckbogen 3 von 10 - Seiten (3) 04.09.2012 14:40:02
Erste Group Research Team Fritz Mostböck, CEFA Head of Group Research Macro/Fixed Income & Equities International/CEE +43 (0)50 100-11902 friedrich.mostboeck@erstegroup.com Contact Erste Group Bank AG Press Department Milchgasse 1/Mezzanin 1010 Vienna Austria +43 (0)50 100-11675 press@erstegroup.com 2 Booklet Analysten NEU Stand 2012_09_04.indd Druckbogen 4 von 10 - Seiten (4, 17) 04.09.2012 14:40:02
Erste Securities Istanbul Analysts Erste Group Major Markets & Credit Research Sevda Sarp Senior Analyst Banking & Insurance Gudrun Egger, CEFA Head of Major Markets & Credit Research Macro/Fixed Income, Österreich, Eurozone +90 212 371 25 37 sevda.sarp@erstegroup.com +43 (0)50 100-11909 gudrun.egger@erstegroup.com Sezai Saklaroglu Senior Industrial Analyst Steel, Food&Beverages, Contracting, Defense +90 212 371 25 33 sezai.saklaroglu@erstegroup.com Mildred Hager Macro/Fixed Income Analyst Eurozone, US +43 (0)50 100-17331 mildred.hager@erstegroup.com Evrim Dairecioglu Industrial Analyst Gold & Mining, Glass, Cement, Fertilizers Alihan Karadagoglu Corporate Bond Analyst +90 212 371 25 35 evrim.dairecioglu@erstegroup.com +43 (0)50 100-19633 alihan.karadagoglu@erstegroup.com Hans Engel International Equities +43 (0)50 100-19835 hans.engel@erstegroup.com 14 3 Booklet Analysten NEU Stand 2012_09_04.indd Druckbogen 5 von 10 - Seiten (16, 5) 04.09.2012 14:40:02
Erste Group Major Markets & Credit Research Erste Securities Istanbul Analysts Ronald Stöferle Commodities Gold, Silver, Oil, Gas Can Yurtcan Head of Research +43 (0)50 100-11723 ronald.stoeferle@erstegroup.com +90 212 371 25 40 can.yurtcan@erstegroup.com Gorkem Goker Senior Industrial Analyst Aviation, Food Retail, Energy +90 212 371 25 34 gorkem.goker@erstegroup.com M. Emin Zumrut Senior Industrial Analyst Conglomerates, Auto, REIT, White Goods +90 212 371 25 39 mehmetemin.zumrut@erstegroup.com 4 13 Booklet Analysten NEU Stand 2012_09_04.indd Druckbogen 6 von 10 - Seiten (6, 15) 04.09.2012 14:40:03
Erste Securities Polska Analysts Erste Group CEE Macro/Fixed Income Research Michał Hulbój Head of Research Banking sector, Strategy Getin, GPW, Handlowy, ING BSK, Kruk, Millennium,Open Finance Juraj Kotian Head CEE Macro/Fixed Income Research +48 22 538 62 53 michal.hulboj@erstegroup.com +43 (0)50 100-17357 juraj.kotian@erstegroup.com Marek Czachor Analyst Equity, IT, distribution, commerce, health care services, construction, travel & leisure ACE, Action, AB, AmRest, Berling, Cinema City, Eurocash, Emperia, Farmacol, Inter Cars, Jeronimo Martins, LPP, Neuca, NG2, Pelion, Vistula Group +48 22 538 62 54 marek.czachor@erstegroup.com Birgit Niessner Chief Analyst CEE Macro/Fixed Income Research +43 (0)50 100-18781 birgit.niessner@erstegroup.com 12 5 Booklet Analysten NEU Stand 2012_09_04.indd Druckbogen 7 von 10 - Seiten (14, 7) 04.09.2012 14:40:03
Erste Group CEE Macro/Fixed Income Research Erste Group CEE Equity Research David Navrátil Head of Research and Chief Economist, Česká spořitelna Macro/Fixed Income CZ & PL +4202 2499 5439 dnavratil@csas.cz CEE Banks Bank Pekao, BRE Bank, Komercni banka, OTP, PKO BP, Raiffeisen Bank Interantional Günter Hohberger +43 (0)50 100 17354 guenter.hohberger@erstegroup.com Lucian Anghel Head of Research and Chief Economist, BCR Macro/Fixed Income RO +40 2 1312 6773 lucian.anghel@bcr.ro Turkish Banks & Insurances Akbank, Albaraka Turk, Aksigorta, Anadolu Hayat, Anadolu Sigorta, Bank Asya, Garanti Bank, Halkbank, Isbank, Sekerbank, Turkiye Sinai Kalkinma Banksai, Vakifbank, Yapi Kredi Bank Sevda Sarp +90 212 371 2537 sevda.sarp@erstegroup.com Mária Valachyová Head of Market Research Slovenská sporiteľňa Macro/Fixed Income SK +421 2 486 241 85 valachyova.maria@slsp.sk CEE Utilities & Mining CEZ, NWR, PGE, Tauron, Bogdanka Petr Bartek +420 224 995 227 petr.bartek@erstegroup.com Zoltán Árokszállási Macroeconomist, Erste Bank Hungary Macro/Fixed Income HU +36 1 373 2830 zoltan.arokszallasi@erstebank.hu 6 11 Booklet Analysten NEU Stand 2012_09_04.indd Druckbogen 8 von 10 - Seiten (8, 13) 04.09.2012 14:40:03
Erste Group CEE Equity Research Erste Group CEE Macro/Fixed Income Research CEE Real Estate & Miscellaneous CA Immo, Immofi nanz, Mayr-Melnhof, Vienna International Airport, DO&CO Martina Valenta, MBA +43 (0)50 100-11913 martina.valenta@erstegroup.com Alen Kovač Macroeconomist, Erste Bank Croatia Macro/Fixed Income CRO/SRB +385 6237 1383 akovac2@erstebank.com CEE Insurance & Miscellaneous Austrian Post, PZU, Semperit, United Power Technology, Uniqa, Verbund, Vienna Insurance Group Christoph Schultes, CIIA +43 (0)50 100-16314 christoph.schultes@erstegroup.com Maryan Zablotsky Macroeconomist, Erste Bank Ukraine Macro/Fixed Income UA +38 044 593 9188 maryan.zablotskyy@erstebank.com.ua CEE Technology Asseco Poland, AT&S, AMS, ComArch, Ericsson Nikola Tesla, Kapsch Traffi ccom, Sygnity Daniel Lion, CIIA +43 (0)50 100 17420 daniel.lion@erstegroup.com 10 7 Booklet Analysten NEU Stand 2012_09_04.indd Druckbogen 9 von 10 - Seiten (12, 9) 04.09.2012 14:40:04
Erste Group CEE Equity Research Erste Group CEE Equity Research Henning Esskuchen Head CEE Equity Research Strategy and Equities CEE +43 (0)50 100-19634 henning.esskuchen@erstegroup.com CEE Telecom Telekom Austria, Magyar Telekom, TPSA, Telefonica CR, T-Hrvatski Telekom, Telekom Slovenije, Turkcell, Turk Telekom Vera Sutedja, CFA, MBA +43 (0)50 100-11905 mariaveronika.sutedja@erstegroup.com Günther Artner, CFA Chief Analyst CEE Equity Research Austria and Equities CEE +43 (0)50 100-11523 guenther.artner@erstegroup.com CEE Pharma Antibiotice, Atlantic Grupa, Biofarm, Bioton, Egis, Farmacol, Gorenje, Intercell, Krka, Neuca, PGF, Podravka, Richter Gedeon, Selcuk Ecza Deposu Vladimíra Urbánková, MBA +43 (0)50 100-17343 vladimira.urbankova@erstegroup.com CEE Media Agora, CME, Cyfrowy Polsat, Fortuna Entertainment Group, TVN Václav Kmínek +420 224 995 289 rkramule@csas.cz Industrials & Engineering Andritz, BWT, CATOil, Lenzing, Palfi nger, Polytec, SBO, OMV, Petrom Gerald Walek, CFA +43 (0)50 100-16360 gerald.walek@erstegroup.com 8 9 Booklet Analysten NEU Stand 2012_09_04.indd Druckbogen 10 von 10 - Seiten (10, 11) 04.09.2012 14:40:04