Categories Finance HYPED Markets BofA on Turkish telecom sector: Inflation to reaccelerate but sector better prepared – still prefer Turkcell Atilla YeşiladaPosted on30 July, 2023 Only limited negative sector growth despite inflation BofA economists expect Turkish inflation to pick up … Continue ReadingBofA on Turkish telecom sector: Inflation to reaccelerate but sector better prepared – still prefer Turkcell
Categories Business Company & Industry Finance HIGHLIGHTS EnerjiSA / Upgrade to Buy: Underperformance seems exaggerated Cem CetingucPosted on5 April, 2023 Earthquake damage contained to a likely temporary FCF impact. Citizens in the 10 earthquake hit … Continue ReadingEnerjiSA / Upgrade to Buy: Underperformance seems exaggerated
Categories Company & Industry Finance HIGHLIGHTS Sabanci Holding | Buy: Focus on energy continues Cem CetingucPosted on2 February, 20232 February, 2023 Energy takes the lead in NAV contribution. We have revisited our fair value for the … Continue ReadingSabanci Holding | Buy: Focus on energy continues
Categories Business Company & Industry Finance HIGHLIGHTS Teknosa |BUY: Be boring make money Cem CetingucPosted on1 February, 2023 Technology Superstores are Increasing Their Market Share Despite the aggressive top line growth strategies of … Continue ReadingTeknosa |BUY: Be boring make money
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
Categories Finance HIGHLIGHTS Markets Main opposition leader joins the equity sell-off debate Atilla YeşiladaPosted on12 January, 2023 After days of gut-wrenching sales, Turkey’s volatile but lucrative stock exchange main index appreciated more … Continue ReadingMain opposition leader joins the equity sell-off debate
Categories Finance HYPED Markets CNBC: Turkey’s lira hits a new record low against the dollar as investors brace for another rate cut Atilla YeşiladaPosted on22 September, 2022 NOTICE: As we prepared this article for publication, Central Bank slashed interest rates by another … Continue ReadingCNBC: Turkey’s lira hits a new record low against the dollar as investors brace for another rate cut
Categories HIGHLIGHTS Markets Turkish Equities: Quarterly Strategy Report: The Impact of Global Slowdown Atilla YeşiladaPosted on21 April, 2022 Russia-Ukraine tension has increased risks of stagflation and even recession As we entered the year … Continue ReadingTurkish Equities: Quarterly Strategy Report: The Impact of Global Slowdown
Categories Business Finance Share of foreigners in Borsa Istanbul decreased to 41.54 percent Cem CetingucPosted on15 October, 2021 The share of foreigners in Borsa Istanbul decreased to 41.54 percent. According to the information … Continue ReadingShare of foreigners in Borsa Istanbul decreased to 41.54 percent
Categories Business Company & Industry Trendyol aims to Hit $16.5 Billion Valuation Cem CetingucPosted on4 August, 20214 August, 2021 By Ercan Ersoy and Ivan Levingston General Atlantic among firms leading $1.5 billion investment Alibaba-backed … Continue ReadingTrendyol aims to Hit $16.5 Billion Valuation
Categories Finance HIGHLIGHTS WARNING: Second crypto-scandal could stoke run on exchanges on Monday Atilla YeşiladaPosted on24 April, 2021 Turkish financial crimes watchdog MASAK on late Friday blocked all bank accounts of cryptocurrency exchange … Continue ReadingWARNING: Second crypto-scandal could stoke run on exchanges on Monday
Categories Markets Monthly Equity Strategy: Signs of V-shaped recovery (or not)? Atilla YeşiladaPosted on14 July, 202017 July, 2020 Fast credit growth, the recovery in credit card spending, especially the revival of housing, … Continue ReadingMonthly Equity Strategy: Signs of V-shaped recovery (or not)?
Categories Finance General Erratic regulations will dry out foreign investment Atilla YeşiladaPosted on6 July, 20207 July, 2020 Turkey imposed a ban on six foreign banks from betting against the nation’s stocks in … Continue ReadingErratic regulations will dry out foreign investment
