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Tag: automotive sector

Turkish automobiles: Mostly a domestic story in 2023
Categories Company & Industry Finance HIGHLIGHTS

Turkish automobiles: Mostly a domestic story in 2023

Cem CetingucPosted on21 January, 2023

2023 more about domestic than exports, and more about pricing than volumes. A strong December … Continue ReadingTurkish automobiles: Mostly a domestic story in 2023

Turkey’s first electric car will be introduced to Europe in 2024
Categories Company & Industry General HIGHLIGHTS Tech

Turkey’s first electric car will be introduced to Europe in 2024

Cem CetingucPosted on2 August, 20222 August, 2022

Domestically produced electric vehicle Togg will hit the roads in Türkiye in the first quarter of 2023 … Continue ReadingTurkey’s first electric car will be introduced to Europe in 2024

Turkish automotive production and exports fell in the first two months of 2022
Categories Business Company & Industry HIGHLIGHTS

Turkish automotive production and exports fell in the first two months of 2022

Cem CetingucPosted on17 March, 2022

According to the January-February data of the Automotive Industry Association (OSD), total automotive production decreased … Continue ReadingTurkish automotive production and exports fell in the first two months of 2022

$2 billion investment is on it’s way from Turkish Auto parts industry
Categories Business Company & Industry HIGHLIGHTS

$2 billion investment is on it’s way from Turkish Auto parts industry

Cem CetingucPosted on25 January, 2022

Turkey’s automotive parts supplier companies plan to undertake investments worth $2 billion this year, up from … Continue Reading$2 billion investment is on it’s way from Turkish Auto parts industry

Turkish Automobiles: Still appealing in a world of uncertainties
Categories Business Finance HIGHLIGHTS

Turkish Automobiles: Still appealing in a world of uncertainties

Cem CetingucPosted on13 January, 2022

Seeking supply/demand equilibrium. Our 2022 outlook for the Turkish auto industry is for slight to … Continue ReadingTurkish Automobiles: Still appealing in a world of uncertainties

Chip crisis, tax system fix: Turkey’s 2022 auto sector expectations
Categories Economy General HIGHLIGHTS Markets

Chip crisis, tax system fix: Turkey’s 2022 auto sector expectations

Cem CetingucPosted on28 December, 2021

The automotive industry is about to put an “extraordinary” year behind it, top officials from … Continue ReadingChip crisis, tax system fix: Turkey’s 2022 auto sector expectations

Turkish Automotive : Great expectations
Categories Business Company & Industry HIGHLIGHTS

Turkish Automotive : Great expectations

Cem CetingucPosted on30 November, 202130 November, 2021

In this report, we transfer coverage and revisit the investment cases of Ford Otosan, Tofas … Continue ReadingTurkish Automotive : Great expectations

Turkish motor vehicle production decreased 28% YoY in October
Categories Company & Industry Markets

Turkish motor vehicle production decreased 28% YoY in October

Cem CetingucPosted on15 November, 2021

Automakers in Turkey produced 108,078 vehicles in October, including automobiles and commercial vehicles, according to … Continue ReadingTurkish motor vehicle production decreased 28% YoY in October

Turkish automobiles: Seeing the half glass full
Categories Company & Industry Finance

Turkish automobiles: Seeing the half glass full

Cem CetingucPosted on13 September, 2021

Better to have a supply problem than a demand problem: As is the case for … Continue ReadingTurkish automobiles: Seeing the half glass full

Turkish Industrials: Earnings Momentum set to continue in 2H; top picks KOC and Sabanci
Categories Business Company & Industry Finance

Turkish Industrials: Earnings Momentum set to continue in 2H; top picks KOC and Sabanci

Cem CetingucPosted on10 September, 2021

Following another strong quarter supported by both healty domestic demand and exports,we increase our F2Y1E-22E … Continue ReadingTurkish Industrials: Earnings Momentum set to continue in 2H; top picks KOC and Sabanci

Chip shortage forces Toyota Turkey to cease production
Categories Company & Industry General

Chip shortage forces Toyota Turkey to cease production

Cem CetingucPosted on20 August, 202121 August, 2021

As the semiconductor shortage keeps bedeviling the automotive industry, Toyota is pausing production at its … Continue ReadingChip shortage forces Toyota Turkey to cease production

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