Y. F. Securities Research
BIOEN – Turning waste into value (TP: TL13.10/share)
OZKGY- Outperform maintained with TP of TL10.10/share
Macro Snapshot: Consumer Confidence Index, July 2022
Macro Snapshot: Manufacturing PMI remained stable at 49.2 in May
Y.F. Macro Focus: Transfers to FX protected deposit accounts and SOEs put downward pressure
Top Picks Update: Adding PETKM, Removing TKFEN & MGROS
TUPRS: Outperform Maintained
Macro Snapshot: Consumer Confidence Index
Y.F. Macro Focus: CBRT’s advance dividend and reserve funds supported budget
Macro Snapshot: Labour Force Statistics
Macro Snapshot: Foreign Trade Statistics
Macro Snapshot: CUR, RSCI and Sectoral Confidence Indices
Turkish Banks: Sector Monthly Data
Y.F. Macro Focus: CA gave deficit again after 3-month long surpluses
BIST Foreign Transactions Report
Macro Snapshot: CUR, RSCI and Sectoral Confidence Indices
Macro Snapshot: Consumer Confidence Index
Macro Snapshot: Outstanding External Loans Received by Private Sector
Macro Focus: Upside risks persist as inflation figures approach to record levels
Macro Snapshot: Manufacturing PMI increased to 52 in November
Macro Snapshot: CUR, RSCI and Sectoral Confidence Indices
Macro Focus | CBRT: Expected cut with delayed announcement
Macro Focus: In 10M21, only 1/3 of the budget deficit target completed
Macro Focus: High single or double digit level of economic growth probable in 3Q21
Macro Focus: CA surplus continued for the second month in a row
Macro Snapshot: CUR, RSCI and Sectoral Confidence Indices
Macro Snapshot: Foreign Trade Statistics
Macro Snapshot: Net FX Position of Non-Financial Companies
