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Tag: Y. F. Securities Research

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

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

Macro Snapshot: Consumer Confidence Index, July 2022
Categories Economy Finance General HIGHLIGHTS

Macro Snapshot: Consumer Confidence Index, July 2022

Cem CetingucPosted on21 July, 2022

Consumer Confidence Index (CCI) recovered in July. CCI increased by 7.4% to 68 in July … Continue ReadingMacro Snapshot: Consumer Confidence Index, July 2022

Macro Snapshot: Manufacturing PMI remained stable at 49.2 in May
Categories Economy Finance General HIGHLIGHTS

Macro Snapshot: Manufacturing PMI remained stable at 49.2 in May

Cem CetingucPosted on2 June, 2022

Manufacturing PMI remained stable at 49.2 in May and continued to stay at the contractionary … Continue ReadingMacro 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
Categories Economy Finance General HIGHLIGHTS

Y.F. Macro Focus: Transfers to FX protected deposit accounts and SOEs put downward pressure

Cem CetingucPosted on16 May, 2022

In April, budget gave a deficit of TRY50.2bn (Apr.21: TRY-16.9bn, Mar.22: TRY-69bn). Despite, there was no … Continue ReadingY.F. Macro Focus: Transfers to FX protected deposit accounts and SOEs put downward pressure

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

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

Macro Snapshot: Consumer Confidence Index
Categories Economy Finance General HIGHLIGHTS

Macro Snapshot: Consumer Confidence Index

Cem CetingucPosted on23 March, 2022

CCI increased by 1.9% to 72.5 in March (February: 71.2, -2.8% MoM). Despite there was … Continue ReadingMacro Snapshot: Consumer Confidence Index

Y.F. Macro Focus: CBRT’s advance dividend and reserve funds supported budget
Categories Economy Finance General HIGHLIGHTS

Y.F. Macro Focus: CBRT’s advance dividend and reserve funds supported budget

Cem CetingucPosted on15 March, 2022

In February, budget gave a surplus of TRY69.7bn (Feb.21: TRY-23.2bn, Jan.22: TRY+30bn). Despite, there was no … Continue ReadingY.F. Macro Focus: CBRT’s advance dividend and reserve funds supported budget

Macro Snapshot: Labour Force Statistics
Categories Economy General HIGHLIGHTS

Macro Snapshot: Labour Force Statistics

Cem CetingucPosted on11 March, 202211 March, 2022

Labour force decreased by 22k MoM to 33.8mn and participation rate decreased by 0.1 MoM … Continue ReadingMacro Snapshot: Labour Force Statistics

Macro Snapshot: Foreign Trade Statistics
Categories Company & Industry Economy HIGHLIGHTS

Macro Snapshot: Foreign Trade Statistics

Cem CetingucPosted on1 March, 2022

Foreign trade deficit increased by 234.9% YoY to USD10.3bn in January (Dec.21: USD-6.8bn, Jan.21: USD-3.1bn) … Continue ReadingMacro Snapshot: Foreign Trade Statistics

Macro Snapshot: CUR, RSCI and Sectoral Confidence Indices
Categories Business Economy Finance HIGHLIGHTS

Macro Snapshot: CUR, RSCI and Sectoral Confidence Indices

Cem CetingucPosted on1 February, 2022

In January, manufacturing CUR and construction confidence index decreased whereas real sector, service and retail … Continue ReadingMacro Snapshot: CUR, RSCI and Sectoral Confidence Indices

Turkish Banks: Sector Monthly Data
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

Y.F. Macro Focus: CA gave deficit again after 3-month long surpluses
Categories Economy Finance HIGHLIGHTS

Y.F. Macro Focus: CA gave deficit again after 3-month long surpluses

Cem CetingucPosted on13 January, 2022

In November , the CA posted a monthly deficit of USD2.7bn (Consensus: USD -2.2bn, YF: … Continue ReadingY.F. Macro Focus: CA gave deficit again after 3-month long surpluses

BIST Foreign Transactions Report
Categories Business Finance HIGHLIGHTS

BIST Foreign Transactions Report

Cem CetingucPosted on7 January, 2022

BIST released December foreign transaction figures, accordingly, a net outflow of USD1.03bn was recorded. The … Continue ReadingBIST Foreign Transactions Report

Macro Snapshot: CUR, RSCI and Sectoral Confidence Indices
Categories Business Economy Finance HIGHLIGHTS

Macro Snapshot: CUR, RSCI and Sectoral Confidence Indices

Cem CetingucPosted on28 December, 2021

SA CUR increased by 0.8pps 78.4% in December. In Q4, SA manufacturing CUR increased by … Continue ReadingMacro Snapshot: CUR, RSCI and Sectoral Confidence Indices

Macro Snapshot: Consumer Confidence Index
Categories Economy Finance HIGHLIGHTS

Macro Snapshot: Consumer Confidence Index

Cem CetingucPosted on22 December, 2021

In December, CCI decreased by 3.1% MoM to 68.9 (November: 71.1) which was the lowest … Continue ReadingMacro Snapshot: Consumer Confidence Index

Macro Snapshot: Outstanding External Loans Received by Private Sector
Categories Economy Finance HIGHLIGHTS

Macro Snapshot: Outstanding External Loans Received by Private Sector

Cem CetingucPosted on16 December, 2021

In October, private sectors’ outstanding ST debt (included trade credits) increased by USD6.4bn to USD48.6bn … Continue ReadingMacro Snapshot: Outstanding External Loans Received by Private Sector

Macro Focus: Upside risks persist as inflation figures approach to record levels
Categories Economy HIGHLIGHTS

Macro Focus: Upside risks persist as inflation figures approach to record levels

Cem CetingucPosted on4 December, 20214 December, 2021

Turkey’s CPI increased by 3.51% MoM in November driving YoY CPI from 19.89% to 21.31%. Accordingly, … Continue ReadingMacro Focus: Upside risks persist as inflation figures approach to record levels

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