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Tag: company outlook

Sabanci Holding | Buy: Focus on energy continues
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

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

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

Getir is taking over the European market
Categories Business Company & Industry Emerging Markets HIGHLIGHTS Markets

Getir is taking over the European market

Cem CetingucPosted on13 January, 202313 January, 2023

FIVE YEARS AGO, investors wouldn’t return Nazim Salur’s calls. Now his company, Getir, is the biggest … Continue ReadingGetir is taking over the European market

Alibaba to invest 1 Billion dollars in Turkey
Categories Company & Industry HIGHLIGHTS Markets

Alibaba to invest 1 Billion dollars in Turkey

Cem CetingucPosted on10 January, 202310 January, 2023

Chinese e-commerce giant Alibaba Group Holding Ltd is planning a logistics hub at Istanbul Airport … Continue ReadingAlibaba to invest 1 Billion dollars in Turkey

Sisecam: Mine behind the glass
Categories General

Sisecam: Mine behind the glass

Cem CetingucPosted on26 October, 2022

We are transferring our coverage of Sisecam with an Outperform rating and 12- month TP … Continue ReadingSisecam: Mine behind the glass

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

BofA | TOFAS:Healthy 2Q recovery; reiterate Buy
Categories Business Company & Industry Finance HIGHLIGHTS

BofA | TOFAS:Healthy 2Q recovery; reiterate Buy

Cem CetingucPosted on29 July, 2022

Increase FY22E-23E EPS on avg by 21%; remain bullish We update our model for Tofas’ … Continue ReadingBofA | TOFAS:Healthy 2Q recovery; reiterate Buy

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

Tupras | Upgrade to Buy: Weaker TRY shifts balance of risk
Categories Business Company & Industry General HIGHLIGHTS

Tupras | Upgrade to Buy: Weaker TRY shifts balance of risk

Cem CetingucPosted on1 June, 20221 June, 2022

Exceptionally strong refining margins… Tupras continues to enjoy exceptionally strong refining margins on the back … Continue ReadingTupras | Upgrade to Buy: Weaker TRY shifts balance of risk

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

Categories Business Company & Industry Finance HIGHLIGHTS

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

Aselsan reports 110M dollar net profit for Q1
Categories Business Company & Industry Finance HIGHLIGHTS

Aselsan reports 110M dollar net profit for Q1

Cem CetingucPosted on27 April, 2022

Turkish defense giant Aselsan on Tuesday reported TL 1.7 billion ($110 million) in net profit … Continue ReadingAselsan reports 110M dollar net profit for Q1

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

Turkish companies have the potential to double in value
Categories Business Company & Industry Emerging Markets General HIGHLIGHTS

Turkish companies have the potential to double in value

Cem CetingucPosted on9 March, 202211 March, 2022

According to CompaniesMarketCap data, Turkish companies generate 0.20 percent of the total turnover and 0.21 … Continue ReadingTurkish companies have the potential to double in value

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