company outlook
Oyak Yatırım: KCHOL – Balanced and Diversified Portfolio
Company Update Report: Arçelik (ARCLK)
Tüpraş (TUPRS): Entering the high season with an attractive valuation
Coca Cola Icecek (CCOLA): The Bottom Is Near
Koc Holding: NAV discount back at attractive levels
Migros (MGROS): updating estimates following Q2 results
Akbank: Upgrade to Buy: Margins turning the corner
Getir secures $250m and restructures into two businesses
Petkim: Raise estimates on updated FX; fundamentals remain challenging
1Q24 Banking Sector Earnings Preview
Sabanci Holding – Buy: Remains undervalued and attractive
Turkish Airlines: Outlook improves, yet valuations are stretched
Turkish Steel: Limited catalysts in 2024
Turkish Equities: Potential winners post election
EnerjiSA / Upgrade to Buy: Underperformance seems exaggerated
Sabanci Holding | Buy: Focus on energy continues
Koc Holding | BUY: Strong dividend income to support net cash
Teknosa |BUY: Be boring make money
Turkish automobiles: Mostly a domestic story in 2023
Getir is taking over the European market
Alibaba to invest 1 Billion dollars in Turkey
Sisecam: Mine behind the glass
Y.F. Top Picks: Adding AKBN & VAKBN, Removing GARAN
BofA | TOFAS:Healthy 2Q recovery; reiterate Buy
BIOEN – Turning waste into value (TP: TL13.10/share)
OZKGY- Outperform maintained with TP of TL10.10/share
Tupras | Upgrade to Buy: Weaker TRY shifts balance of risk
Turkey Food Retail: Strong top-line growth helps deliver stable profitability
