Skip to content
  • Saturday, February 4, 2023
  • info@paturkey.com
  • About Us

P.A. Turkey

Independent news from Turkey in English

  • PATurkey
  • Economy
  • Politics
  • Emerging Markets
  • Finance
  • Business
  • Markets
  • Tech
  • Economy
  • Politics
  • Emerging Markets
  • Finance
  • Business
  • Markets
  • Tech

Tag: company analysis

Koc Holding | BUY: Strong dividend income to support net cash
Categories Company & Industry Finance HIGHLIGHTS

Koc Holding | BUY: Strong dividend income to support net cash

Cem CetingucPosted on2 February, 20232 February, 2023

Surge in dividend income likely. We project Koc’s dividend income to more than triple y-o-y … Continue ReadingKoc Holding | BUY: Strong dividend income to support net cash

Teknosa |BUY: Be boring make money
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

TUPRS: Reflecting 3Q beat; tight diesel supply
Categories Business Company & Industry Finance HIGHLIGHTS

TUPRS: Reflecting 3Q beat; tight diesel supply

Cem CetingucPosted on9 November, 2022

We increase our TP for Tupras to TRY422.60 (from TRY341.40 previously) as we add the … Continue ReadingTUPRS: Reflecting 3Q beat; tight diesel supply

Y.F. Top Picks: Adding AKBN & VAKBN, Removing GARAN
Categories Business Company & Industry Finance HIGHLIGHTS

Y.F. Top Picks: Adding AKBN & VAKBN, Removing GARAN

Cem CetingucPosted on25 August, 2022

AKBNK/VAKBN in, GARAN out We add AKBNK and VAKBN to our model portfolio, while removing … Continue ReadingY.F. Top Picks: Adding AKBN & VAKBN, Removing GARAN

BIOEN – Turning waste into value (TP: TL13.10/share)
Categories Business Company & Industry Finance HIGHLIGHTS

BIOEN – Turning waste into value (TP: TL13.10/share)

Cem CetingucPosted on29 July, 2022

Turning waste into value. Biotrend is a leading player in Municipal solid waste management sector, focusing … Continue ReadingBIOEN – Turning waste into value (TP: TL13.10/share)

OZKGY- Outperform maintained with TP of TL10.10/share
Categories Business Company & Industry Finance HIGHLIGHTS

OZKGY- Outperform maintained with TP of TL10.10/share

Cem CetingucPosted on26 July, 2022

2022E unit sales revenue at TL1.3bn Despite counter-cyclical regulatory changes such as cap for house … Continue ReadingOZKGY- Outperform maintained with TP of TL10.10/share

Turkey Food Retail: Strong top-line growth helps deliver stable profitability
Categories Company & Industry Finance HIGHLIGHTS Markets

Turkey Food Retail: Strong top-line growth helps deliver stable profitability

Cem CetingucPosted on12 May, 2022

Strong growth momentum with trade down environment: Turkish food retailers report strong sales growth momentum … Continue ReadingTurkey Food Retail: Strong top-line growth helps deliver stable profitability

Koza Gold: On the verge of a brighter era
Categories Business Company & Industry Finance HIGHLIGHTS

Koza Gold: On the verge of a brighter era

Cem CetingucPosted on5 May, 20225 May, 2022

We increase our target price for KOZAL to TL262.8/shr (previously TL202.7/shr) on our new macro … Continue ReadingKoza Gold: On the verge of a brighter era

Top Picks Update: Adding PETKM, Removing TKFEN & MGROS
Categories Company & Industry Finance General HIGHLIGHTS

Top Picks Update: Adding PETKM, Removing TKFEN & MGROS

Cem CetingucPosted on29 April, 2022

Buy PETKM. We like PETKM as we think the market has not appreciated yet SOCAR Turkey’s … Continue ReadingTop Picks Update: Adding PETKM, Removing TKFEN & MGROS

HSBC: Stocks we like ahead of 1Q22 earnings
Categories Business Company & Industry Finance HIGHLIGHTS

HSBC: Stocks we like ahead of 1Q22 earnings

Cem CetingucPosted on20 April, 202220 April, 2022

BIM (BIMAS TI, CMP TRY84.70, Buy, TP TRY128.00): The company is likely to continue to … Continue ReadingHSBC: Stocks we like ahead of 1Q22 earnings

TUPRS: Outperform Maintained
Categories Business Company & Industry Finance HIGHLIGHTS

TUPRS: Outperform Maintained

Cem CetingucPosted on4 April, 2022

Recovery in cracks gains pace led by mid-distillates… On the back of post-pandemic recovery in … Continue ReadingTUPRS: Outperform Maintained

Erdemir: Strong EBITDA, TP up due to stronger steel
Categories Business Company & Industry HIGHLIGHTS

Erdemir: Strong EBITDA, TP up due to stronger steel

Cem CetingucPosted on18 February, 2022

Erdemir has released strong 4Q21 IFRS results, with EBITDA almost 30% above consensus estimates. FCFE, … Continue ReadingErdemir: Strong EBITDA, TP up due to stronger steel

DO & CO | Buy: Powering up for take-off
Categories Business Company & Industry Finance

DO & CO | Buy: Powering up for take-off

Cem CetingucPosted on16 February, 2022

A sustained recovery now looks more achievable: Since the COVID-19 outbreak, the recovery trend across … Continue ReadingDO & CO | Buy: Powering up for take-off

HSBC: TOASO – BUY Promising outlook in both the short and long term
Categories Business Company & Industry Finance HIGHLIGHTS

HSBC: TOASO – BUY Promising outlook in both the short and long term

Cem CetingucPosted on10 February, 2022

Entering “double-digit PBT” era. The key message from the FY21 results webcast (held on 4 … Continue ReadingHSBC: TOASO – BUY Promising outlook in both the short and long term

Turkish Airlines: Cargo and FX remain near-term drivers
Categories Business Company & Industry Finance HIGHLIGHTS

Turkish Airlines: Cargo and FX remain near-term drivers

Cem CetingucPosted on21 January, 2022

Cargo-driven FY21 sets a high base for FY22e profits. With revised forecasts in this note, … Continue ReadingTurkish Airlines: Cargo and FX remain near-term drivers

HSBC Global Research: TUPRS (Hold maintained)
Categories Business Company & Industry HIGHLIGHTS

HSBC Global Research: TUPRS (Hold maintained)

Cem CetingucPosted on30 November, 202130 November, 2021

  Strategic transition plan: Tupras management released yesterday the details of its Strategic Transition Plan … Continue ReadingHSBC Global Research: TUPRS (Hold maintained)

TUPRS TI | Downgrade to Hold: Low season
Categories Company & Industry Finance

TUPRS TI | Downgrade to Hold: Low season

Cem CetingucPosted on15 November, 2021

Strong rally: Tupras’ share price has rallied 45% in USD terms (vs. a c.5% gain … Continue ReadingTUPRS TI | Downgrade to Hold: Low season

Pegasus (PGSUS TI) evolving towards a recovery: Buy
Categories Business Company & Industry

Pegasus (PGSUS TI) evolving towards a recovery: Buy

Cem CetingucPosted on16 October, 202116 October, 2021

Traffic and revenue Traffic moving in line with the company’s expectations, evolving towards a recovery … Continue ReadingPegasus (PGSUS TI) evolving towards a recovery: Buy

Company Update – ARCLK: Fortune favors Arcelik
Categories Business Company & Industry

Company Update – ARCLK: Fortune favors Arcelik

Cem CetingucPosted on1 October, 20211 October, 2021

Strong demand outlook continues in main markets After the significant rebound in 2H20, white goods … Continue ReadingCompany Update – ARCLK: Fortune favors Arcelik

Company Outlook : TOASO
Categories Company & Industry

Company Outlook : TOASO

Cem CetingucPosted on29 September, 2021

Domestic demand outlook There is a big supply-demand imbalance in the Turkish market currently driven … Continue ReadingCompany Outlook : TOASO

Posts navigation

Page 1 Page 2 Next

Recent Posts

  • Sinan Ciddi:  U.S. Demands More Sanctions Enforcement From Turkey
  • US Raises Pressure on Turkey and UAE to Curb Russia Trade Ties
  • Senators want to block Turkey F-16 sale until NATO expansion succeeds
  • Turkish exports reach all-time high in January creating a huge trade ficit
  • Tanks are not the solution for Ukraine war: President Erdogan

Sections

  • Economy
  • Politics
  • Emerging Markets
  • Finance
  • Business
  • Markets
  • Tech
Copyright © 2023 P.A. Turkey. All Rights Reserved.
PATURKEY
Scroll Up