Research Analysts
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 Turkey 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 CEE Oil & Gas Erste Securities Polska Head of Sales Department/Equity CEE Oil & Gas IT, Distribution, Commerce, Health Care Services, Construction, Travel & Leisure Banking Sector Erste Securities Istanbul Chief Economist Aviation, Food Retail, Energy Industrial Banking & Insurance Steel, F&B, Contracting, Defense Gold & Mining, Glass, Cement, Fertilizers 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 Ozlem Derici Henning Esskuchen Günther Artner Vera Sutedja Vladimíra Urbánková Václav Kmínek Gerald Walek Martina Valenta Christoph Schultes Daniel Lion Günter Hohberger Sevda Sarp Petr Bartek Tomasz Kasowicz Łukasz Mitan Tomasz Kasowicz Marek Czachor Michał Hulbój Ozlem Derici Gorkem Goker M. Emin Zumrut Sevda Sarp Sezai Saklaroglu Evrim Dairecioglu... 3... 3... 3... 3... 4... 5... 5... 6... 6... 6... 6... 7... 7... 7... 8... 8... 9... 9... 9... 9... 10... 10... 10... 11... 11... 11... 11... 12... 12... 12... 13... 14... 14... 14... 15... 15... 15
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 2
Erste Group Major Markets & Credit Research Gudrun Egger, CEFA Head of Major Markets & Credit Research Macro/Fixed Income, Österreich, Eurozone +43 (0)50 100-11909 gudrun.egger@erstegroup.com Mildred Hager Macro/Fixed Income Analyst Eurozone, US +43 (0)50 100-17331 mildred.hager@erstegroup.com Alihan Karadagoglu Corporate Bond Analyst +43 (0)50 100-19633 alihan.karadagoglu@erstegroup.com Hans Engel International Equities +43 (0)50 100-19835 hans.engel@erstegroup.com 3
Erste Group Major Markets & Credit Research Ronald Stöferle Commodities Gold, Silver, Oil, Gas +43 (0)50 100-11723 ronald.stoeferle@erstegroup.com 4
Erste Group CEE Macro/Fixed Income Research Juraj Kotian Head CEE Macro/Fixed Income Research +43 (0)50 100-17357 juraj.kotian@erstegroup.com Birgit Niessner Chief Analyst CEE Macro/Fixed Income Research +43 (0)50 100-18781 birgit.niessner@erstegroup.com 5
Erste Group CEE Macro/Fixed Income Research David Navrátil Head of Research and Chief Economist, Česká spořitelna Macro/Fixed Income CZ & PL +4202 2499 5439 dnavratil@csas.cz Lucian Anghel Head of Research and Chief Economist, BCR Macro/Fixed Income RO +40 2 1312 6773 lucian.anghel@bcr.ro Mária Valachyová Head of Market Research Slovenská sporiteľňa Macro/Fixed Income SK +421 2 486 241 85 valachyova.maria@slsp.sk Zoltán Árokszállási Macroeconomist, Erste Bank Hungary Macro/Fixed Income HU +36 1 373 2830 zoltan.arokszallasi@erstebank.hu 6
Erste Group CEE Macro/Fixed Income Research Alen Kovač Macroeconomist, Erste Bank Croatia Macro/Fixed Income CRO/SRB +385 6237 1383 akovac2@erstebank.com Maryan Zablotsky Macroeconomist, Erste Bank Ukraine Macro/Fixed Income UA +38 044 593 9188 maryan.zablotskyy@erstebank.com.ua Ozlem Derici Chief Economist +90 212 371 25 36 ozlem.derici@erstegroup.com 7
Erste Group CEE Equity Research Henning Esskuchen Head CEE Equity Research Strategy and Equities CEE +43 (0)50 100-19634 henning.esskuchen@erstegroup.com Günther Artner, CFA Chief Analyst CEE Equity Research Austria and Equities CEE +43 (0)50 100-11523 guenther.artner@erstegroup.com 8
Erste Group CEE Equity Research 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 CEE Pharma A&D 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, Palfinger, Polytec, SBO Gerald Walek, CFA +43 (0)50 100-16360 gerald.walek@erstegroup.com 9
Erste Group CEE Equity Research CEE Real Estate & Miscellaneous CA Immo, Immofinanz, Mayr-Melnhof, Vienna International Airport, DO&CO Martina Valenta, MBA +43 (0)50 100-11913 martina.valenta@erstegroup.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 CEE Technology Asseco Poland, AT&S, austriamicrosystems, ComArch, Ericsson Nikola Tesla, Kapsch TrafficCom, Sygnity Daniel Lion, CIIA +43 (0)50 100 17420 daniel.lion@erstegroup.com 10
Erste Group CEE Equity Research 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 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 CEE Utilities & Mining CEZ, NWR, PGE, Tauron, Bogdanka Petr Bartek +420 224 995 227 petr.bartek@erstegroup.com Polish Oil/Gas & Miscellaneous: Ciech S.A., INA, FX Energy, Lotos Group, MOL, PKN Orlen, Synthos, Unipetrol, ZA Pulawy S.A., ZCh Police S.A, KOV Tomasz Kasowicz +48 (0)22 538 6251 tomasz.kasowicz@erstegroup.com 11
Erste Securities Polska Analysts Łukasz Mitan Head of Sales Department Equity +48 22 538 62 00 lukasz.mitan@erstegroup.com Tomasz Kasowicz Analyst Equity, chemical sector, motor industry, oil and gas Ciech S.A., Synthos, ZA Pulawy S.A., ZCh Police S.A, INA, FX Energy, Lotos Group, MOL, PKN Orlen, Unipetrol, KOV +48 22 538 62 51 tomasz.kasowicz@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 12
Erste Securities Polska Analysts Michał Hulbój Analyst Banking sector, Strategy Getin, GPW, Handlowy, ING BSK, Kruk, Millennium,Open Finance +48 22 538 62 53 michal.hulboj@erstegroup.com 13
Erste Securities Istanbul Analysts Ozlem Derici Chief Economist +90 212 371 25 36 ozlem.derici@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 14
Erste Securities Istanbul Analysts Sevda Sarp Senior Analyst Banking & Insurance +90 212 371 25 37 sevda.sarp@erstegroup.com Sezai Saklaroglu Senior Industrial Analyst Steel, Food&Beverages, Contracting, Defense +90 212 371 25 33 sezai.saklaroglu@erstegroup.com Evrim Dairecioglu Industrial Analyst Gold & Mining, Glass, Cement, Fertilizers +90 212 371 25 35 evrim.dairecioglu@erstegroup.com 15
Contact Erste Group Bank AG Press Department Milchgasse 1/Mezzanin 1010 Vienna Austria +43 (0)50 100-11675 press@erstegroup.com