{"id":30013,"date":"2024-10-22T12:01:02","date_gmt":"2024-10-22T10:01:02","guid":{"rendered":"https:\/\/intercapitaletf.hr\/?post_type=blog&#038;p=30013"},"modified":"2024-10-22T12:01:02","modified_gmt":"2024-10-22T10:01:02","slug":"revizije-indeksa-so-prinesle-nove-delnice-v-nase-etf-je","status":"publish","type":"blog","link":"https:\/\/intercapitaletf.hr\/sl\/blog\/revizije-indeksa-so-prinesle-nove-delnice-v-nase-etf-je\/","title":{"rendered":"Revizije indeksa so prinesle nove delnice v na\u0161e ETF-je"},"content":{"rendered":"<p>V petek, 20. septembra, je pri\u0161lo do revizije vseh treh indeksov, ki so jih spremljali na\u0161i delni\u0161ki ETF-ji. Najbolj zanimivo za nas je, da vedno spremljamo, katere delnice so izpadle in katere so vstopile v indekse.<\/p>\n<p>Na Hrva\u0161kem je bila Atlantska plovidba izklju\u010dena iz CROBEX10, njeno mesto pa je prevzel Kon\u010dar D&amp;ST.<\/p>\n<p>Conpet in BVB (borza) sta bila izklju\u010dena iz romunskega indeksa BET-TRN, vstopila pa sta Premier Energy (ki je maja imel IPO) in Antibiotice.<\/p>\n<p>Regionalni indeksi z na\u010dinom delovanja s\u010dasoma vklju\u010dujejo rasto\u010da podjetja, medtem ko tista, ki zaostajajo, izpadejo. Najbolj o\u010diten primer tega je zdaj viden na Hrva\u0161kem &#8211; Atlantska plovidba se bori v svoji industriji, nedavna ponudba za prevzem pa je povzro\u010dila manj\u0161e \u0161tevilo delnic, ki so na voljo za trgovanje in zmanj\u0161anje prometa. Po drugi strani pa Kon\u010dar D&amp;ST bele\u017ei fantasti\u010dne rezultate (ne le, da je cena x2, tudi prihodki so se letos pove\u010dali za 50% in EBITDA za 230%). S tak\u0161no rastjo rezultatov je jasno utemeljena tudi cenovna uspe\u0161nost, saj se z delnico trguje pod 10x P\/E in okoli 6x EV\/EBITDA.<\/p>\n<p>V Romuniji so vlagatelji letos Antibiotice nagradili s podobno rastjo cen, \u010deprav je za razliko od Kon\u010darja poudarek bolj na prihodnji rasti rezultatov, kot na \u017ee dose\u017eeni.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-29926\" src=\"https:\/\/intercapitaletf.hr\/wp-content\/uploads\/2024\/10\/sl-1.png\" alt=\"\" width=\"1122\" height=\"670\" title=\"\" srcset=\"https:\/\/intercapitaletf.hr\/wp-content\/uploads\/2024\/10\/sl-1.png 1122w, https:\/\/intercapitaletf.hr\/wp-content\/uploads\/2024\/10\/sl-1-300x179.png 300w, https:\/\/intercapitaletf.hr\/wp-content\/uploads\/2024\/10\/sl-1-1024x611.png 1024w, https:\/\/intercapitaletf.hr\/wp-content\/uploads\/2024\/10\/sl-1-768x459.png 768w, https:\/\/intercapitaletf.hr\/wp-content\/uploads\/2024\/10\/sl-1-151x90.png 151w\" sizes=\"auto, (max-width: 1122px) 100vw, 1122px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-29931\" src=\"https:\/\/intercapitaletf.hr\/wp-content\/uploads\/2024\/10\/sl-2.png\" alt=\"\" width=\"1006\" height=\"638\" title=\"\" srcset=\"https:\/\/intercapitaletf.hr\/wp-content\/uploads\/2024\/10\/sl-2.png 1006w, https:\/\/intercapitaletf.hr\/wp-content\/uploads\/2024\/10\/sl-2-300x190.png 300w, https:\/\/intercapitaletf.hr\/wp-content\/uploads\/2024\/10\/sl-2-768x487.png 768w, https:\/\/intercapitaletf.hr\/wp-content\/uploads\/2024\/10\/sl-2-151x96.png 151w\" sizes=\"auto, (max-width: 1006px) 100vw, 1006px\" \/><\/p>\n","protected":false},"featured_media":29921,"parent":0,"template":"","class_list":["post-30013","blog","type-blog","status-publish","has-post-thumbnail","hentry","blog_category-etf"],"acf":{"writer_list":""},"_links":{"self":[{"href":"https:\/\/intercapitaletf.hr\/sl\/wp-json\/wp\/v2\/blog\/30013","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/intercapitaletf.hr\/sl\/wp-json\/wp\/v2\/blog"}],"about":[{"href":"https:\/\/intercapitaletf.hr\/sl\/wp-json\/wp\/v2\/types\/blog"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/intercapitaletf.hr\/sl\/wp-json\/wp\/v2\/media\/29921"}],"wp:attachment":[{"href":"https:\/\/intercapitaletf.hr\/sl\/wp-json\/wp\/v2\/media?parent=30013"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}