Categories Company & Industry Finance HIGHLIGHTS Turkish Banks: Sensitivity of capital ratios to currency and asset quality Cem CetingucPosted on24 May, 2023 We update our interactive spreadsheet to stress test capital positions with Q1 results: HSBC’s year-end … Continue ReadingTurkish Banks: Sensitivity of capital ratios to currency and asset quality
Categories Finance HIGHLIGHTS Markets Turkish Private Banks: Skewed risk reward Cem CetingucPosted on24 April, 2023 Valuations don’t look very tempting in the context of macro uncertainty With this note, we … Continue ReadingTurkish Private Banks: Skewed risk reward
Categories Business HYPED COMMENTARY: What happened in the Supreme Court Halkbank hearing? Atilla YeşiladaPosted on22 April, 2023 After Supreme Court’s mixed verdict on Turkish lender, Halkbank, Reuters and CNBc.com posted articles to … Continue ReadingCOMMENTARY: What happened in the Supreme Court Halkbank hearing?
Categories Economy HIGHLIGHTS Politics Turkey’s banks conduct stress tests ahead of election amid economic uncertainty Cem CetingucPosted on28 March, 202328 March, 2023 Big Turkish banks have launched internal stress tests against possible market shocks due to the … Continue ReadingTurkey’s banks conduct stress tests ahead of election amid economic uncertainty
Categories Company & Industry Economy Finance General HIGHLIGHTS Turan: Access to loan gets more difficult on a daily basis Cem CetingucPosted on30 October, 2022 Turkey’s leading TÜSİAD business association chair Orhan Turan has said that access to loan is … Continue ReadingTuran: Access to loan gets more difficult on a daily basis
Categories Company & Industry Finance General HIGHLIGHTS Turkish banks heavily concerned about new monetary rules Cem CetingucPosted on27 October, 202227 October, 2022 Turkish bank executives raised concerns with authorities this week that a year of new rules … Continue ReadingTurkish banks heavily concerned about new monetary rules
Categories Business Company & Industry Economy General HIGHLIGHTS Turkish banks are struggling to attract international investors amid rising debt Cem CetingucPosted on26 October, 2022 Turkish banks are struggling to attract international investors to take on their swelling ranks of … Continue ReadingTurkish banks are struggling to attract international investors amid rising debt
Categories Economy Finance General HIGHLIGHTS HYPED Nebati met with bank officials on Monday Cem CetingucPosted on26 October, 2022 Turkish Finance Minister Nureddin Nebati has met several bank executives and the BDDK financial watchdog … Continue ReadingNebati met with bank officials on Monday
Categories Business HIGHLIGHTS HYPED Politics Turkey cuts Russian bank ties due to US pressure Cem CetingucPosted on29 September, 202229 September, 2022 Turkey’s booming wartime trade with Moscow took a giant step back on Wednesday with confirmation … Continue ReadingTurkey cuts Russian bank ties due to US pressure
Categories Business Finance General HIGHLIGHTS HYPED Bloomberg: Boom in Turkish Bank Stocks Is Halted by $5.1 Billion Rout Cem CetingucPosted on16 September, 2022 Turkish bank stocks headed for their steepest three-day drop on record as recent huge gains … Continue ReadingBloomberg: Boom in Turkish Bank Stocks Is Halted by $5.1 Billion Rout
Categories Business Finance HIGHLIGHTS HYPED Turkish bank stocks fall 10 percent after futures-driven rally Cem CetingucPosted on15 September, 202215 September, 2022 Turkey’s bank stocks tumbled the maximum permitted 9.9% on Wednesday, reversing a multi-week rally driven … Continue ReadingTurkish bank stocks fall 10 percent after futures-driven rally
Categories Business Finance General HIGHLIGHTS Politics Turkish banks left paralysed due to new regulations Cem CetingucPosted on13 September, 2022 Some Turkish banks are curtailing corporate lending after the government’s latest raft of regulations raised … Continue ReadingTurkish banks left paralysed due to new regulations
Categories Business Finance HYPED Turkey’s banks are adopting Russian payments system: Erdogan Atilla YeşiladaPosted on8 August, 2022 Five Turkish banks have adopted Russia’s Mir payments system, Turkey’s President Recep Tayyip Erdogan said … Continue ReadingTurkey’s banks are adopting Russian payments system: Erdogan
Categories Company & Industry HYPED Markets HSBC Global Research: Taking stock of recent regulations on commercial banks Atilla YeşiladaPosted on30 June, 2022 Policy makers respond to TRY depreciation by influencing market rates through regulating bank balance sheets. … Continue ReadingHSBC Global Research: Taking stock of recent regulations on commercial banks
Categories Company & Industry Finance General HIGHLIGHTS Banking industry: FX protected deposit scheme boosts NII Cem CetingucPosted on6 June, 20226 June, 2022 45% monthly ROE on lower provisions and OPEX Turkish banking sector’s April net income is … Continue ReadingBanking industry: FX protected deposit scheme boosts NII
Categories Business Company & Industry Emerging Markets Finance HIGHLIGHTS IsDB to invest on eliminating food supply problems: Nebati Cem CetingucPosted on5 June, 2022 The Islamic Development Bank (IsDB) Group works to eliminate problems in the food supply and … Continue ReadingIsDB to invest on eliminating food supply problems: Nebati
Categories Business Company & Industry HIGHLIGHTS Garanti Bank shareholder rejects share price offer Cem CetingucPosted on25 March, 2022 Spanish banking group BBVA’s share price offer to achieve full control of Turkish lender Garanti BBVA, … Continue ReadingGaranti Bank shareholder rejects share price offer
Categories Business Company & Industry Finance HIGHLIGHTS Turkish Banks: Q4 21 results – What to expect? Cem CetingucPosted on1 February, 2022 Q4 2021 earnings season will start next week. We expect 39% earnings growth qoq and … Continue ReadingTurkish Banks: Q4 21 results – What to expect?
Categories Business Company & Industry Finance HIGHLIGHTS Turkish Banks: Sector Monthly Data Cem CetingucPosted on1 February, 2022 29% monthly ROE on lower provision expenses Turkish banking sector’s December net income is up … Continue ReadingTurkish Banks: Sector Monthly Data
Categories Economy General HIGHLIGHTS Politics Turkish Banks: Amendments to the reserve requirement regulation to encourage the new deposit scheme Cem CetingucPosted on5 January, 2022 The Central Bank of Turkey (CBT) announced amendments to the reserve requirement regulation last week … Continue ReadingTurkish Banks: Amendments to the reserve requirement regulation to encourage the new deposit scheme
