Wena analysis half april

WENA Analysis – Half April Paulo Cortez – WENA OST

Read Me First Before seeing the analysis, take into consideraEon that those numbers are from 1st to 11th of April but, the results of 13.14 are from the whole month.

The idea of the analysis is to understand where we are right now, what we need to do to overachieve the results of past term and some projecEons of what can happen in each program.

iGCDP Results

iGCDP Overview For iGCDP we are almost achieving the RE, but sEll missing a lot of MA.

As you can see, Germany contributed quite a lot to the number of MA past term in April but, as they are not running iGCDP anymore we hope Italy, Greece or Portugal can take the regional GAP.

Just 11 days of the month have passed and Greece is already growing wich is an amazing sign, but Italy sEll has some work to do. As a projecEon I believe we will grow this month, at least in MA (as we are in MA peak) as Greece is already overperforming.

Very good sign for the region!

oGCDP Results

oGCDP Overview I know oGCDP do not look that good, but it is actually very promssing.

Top contributors of this month should be Canada, UK and US. UK and US sEll has some work to do in order to overachieve past term but Canada is already showing a very strong result, which for sure will lead to growth. The other enEEes are sEll behind, but most of the matches happens at the end of this month.

For RE we are not in the peak, but sEll as you can see it is quite a relevant month for WENA due to Germany and Italy realizaEons and here I am a liZle bit worried. If we do not take acEons now it may lead do a huge decrease for our region.

iGIP Results

iGIP Overview iGIP is, for sure, a concern.

As you can see past term the MA results was led by Germany, Belgium and Greece and all 3 enEEes sEll do not have a very strong result which will affect the result of the whole region is it remains unEl the end of the month. The good news is that both UK and US, again, have everything to grow a lot but it will be very difficult to recover from the GAP if other top enEEes do not perform this month.

For RE the same statement is valid. Last term Greece had a very strong performance but for now all WENA is showing a very weak result.

oGIP Results

oGIP Overview oGIP the scnario is not great as well, but quite achievable.

The single strong result of past term this month was from US in MA. The rest is very well divided, mainly in RE.

SEll most enEEes are behind, but not that much. So I believe if we, as a region, but some effort in realizing an average of 5 per enEty we will have a good month. There is no way we could have any projecEon here as the result is so distributed among the enEEes so we will need a collecEve effort in making sure every enEty could perform here.