Categories Business HIGHLIGHTS Markets TEB Invest banking report: Still solid despite headwinds Atilla YeşiladaPosted on27 October, 2022 Investment thesis Despite a raft of banking sector regulations since our last strategy report, (see: … Continue ReadingTEB Invest banking report: Still solid despite headwinds
Categories HYPED Markets Jefferies on Turkish equities: Companies become experts in survival Atilla YeşiladaPosted on12 August, 2022 Turkish companies have not only shown adaptability but also a survivorship bias… … Read More >Jefferies on Turkish equities: Companies become experts in survival
Categories Business HYPED Markets JP Morgan downgrades Turkish state banks Atilla YeşiladaPosted on29 June, 2022 Pricing in dilutive capital raise; downgrade to Underweight We update our models for Halkbank … Continue ReadingJP Morgan downgrades Turkish state banks
Categories HIGHLIGHTS Markets Turkish Equities: Quarterly Strategy Report: The Impact of Global Slowdown Atilla YeşiladaPosted on21 April, 2022 Russia-Ukraine tension has increased risks of stagflation and even recession As we entered the year … Continue ReadingTurkish Equities: Quarterly Strategy Report: The Impact of Global Slowdown
Categories Business HYPED Markets Garanti BBVA: 4Q21E Earnings Estimates Atilla YeşiladaPosted on24 January, 2022 The earnings season will begin on January 26 with the announcement of Arcelik’s financials. Among … Continue ReadingGaranti BBVA: 4Q21E Earnings Estimates
Categories Business HIGHLIGHTS Markets 2022 Strategy Report: Policy Normalization in the Global Economy, Heterodox Policies in the Turkish Economy Atilla YeşiladaPosted on24 January, 2022 The World economy is shifting to policy normalization after the ultra-loose policy setting of the … Continue Reading2022 Strategy Report: Policy Normalization in the Global Economy, Heterodox Policies in the Turkish Economy
Categories Markets Turkey’s phenomenal stock rally sign of excessive monetary easing Atilla YeşiladaPosted on10 July, 202013 July, 2020 Share-trading accounts have blossomed globally during Covid-19 lockdowns as more and more people try to … Continue ReadingTurkey’s phenomenal stock rally sign of excessive monetary easing
Categories Markets Macro Thoughts: The Return of Inflation Atilla YeşiladaPosted on30 June, 202030 June, 2020 One needs to be careful not to simply be contrarian for contrarian’s sake, but we … Continue ReadingMacro Thoughts: The Return of Inflation
Categories Company & Industry Turkish top stock picks Atilla YeşiladaPosted on27 June, 202027 June, 2020 Adding OTKAR We think OTKAR continues to have strong growth prospects both in defense and … Continue ReadingTurkish top stock picks
Categories Company & Industry Company Update: TAV Aviation – Take off delayed Editor P.A.Posted on16 May, 202021 May, 2020 Passenger demand in the new era remains unclear Starting from June, airlines in Turkey are … Continue ReadingCompany Update: TAV Aviation – Take off delayed
Categories Company & Industry Turkish Airlines: Not a time to be bullish Editor P.A.Posted on16 May, 202021 May, 2020 For a whole month, Turkish Airlines’ (TA) fleet has stood idle because of COVID-19, burning … Continue ReadingTurkish Airlines: Not a time to be bullish
