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Tag: Turkish company report

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

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

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

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

Tofas: Reflecting FX spike in revenues; adding conviction to new model opportunity
Categories Business Company & Industry HIGHLIGHTS

Tofas: Reflecting FX spike in revenues; adding conviction to new model opportunity

Cem CetingucPosted on8 December, 2021

We raise our TP for Tofas to TRY108.70 (from TRY50.10) and reiterate our Outperform rating. … Continue ReadingTofas: Reflecting FX spike in revenues; adding conviction to new model opportunity

Top Picks Portfolio – Removing Aksigorta From Top Picks
Categories Company & Industry Finance HIGHLIGHTS

Top Picks Portfolio – Removing Aksigorta From Top Picks

Cem CetingucPosted on7 December, 2021

Excluding Aksigorta from our top picks:We exclude Aksigorta <Buy, TP: TL11.15> from our top picks … Continue ReadingTop Picks Portfolio – Removing Aksigorta From Top Picks

Turkish consumer: Coping with ever increasing inflation
Categories Business Company & Industry Finance

Turkish consumer: Coping with ever increasing inflation

Cem CetingucPosted on13 September, 2021

Headline inflation topped 19% YoY in August, while PPI still hovers around 45%. Turkish consumer … Continue ReadingTurkish consumer: Coping with ever increasing inflation

TURSG – Buy: Diamond in the rough
Categories Company & Industry Finance

TURSG – Buy: Diamond in the rough

Cem CetingucPosted on8 September, 2021

Türkiye Sigorta is the market leader in Turkey’s non-life insurance sector, with a 13.7% market … Continue ReadingTURSG – Buy: Diamond in the rough

Company Outlook | Aselsan: High growth and compelling valuation
Categories Business Company & Industry

Company Outlook | Aselsan: High growth and compelling valuation

Cem CetingucPosted on6 April, 20216 April, 2021

Stock’s underperformance of a retreating Turkish market unjustified in our view. Aselsan’s share price fell … Continue ReadingCompany Outlook | Aselsan: High growth and compelling valuation

THY: Strong positioning, geared to leisure travel recovery; reiterate Buy
Categories Company & Industry

THY: Strong positioning, geared to leisure travel recovery; reiterate Buy

Cem CetingucPosted on30 March, 2021

We revise our estimates for Turkish Airlines (THY). Reflecting more upbeat expectations from management post … Continue ReadingTHY: Strong positioning, geared to leisure travel recovery; reiterate Buy

Company Outlook | Mavi: Emerging stronger
Categories Business Company & Industry

Company Outlook | Mavi: Emerging stronger

Cem CetingucPosted on30 March, 202130 March, 2021

Managing inventories, preserving margins: Despite a c26% drop in retail revenues in FY21 and an … Continue ReadingCompany Outlook | Mavi: Emerging stronger

Turkey stock picks:  Ünlü & Co adds Arçelik to its recommendations
Categories Company & Industry

Turkey stock picks: Ünlü & Co adds Arçelik to its recommendations

Atilla YeşiladaPosted on25 June, 202027 June, 2020

Adding Arcelik into Our Top Picks list We are adding Arcelik into our Top picks … Continue ReadingTurkey stock picks: Ünlü & Co adds Arçelik to its recommendations

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