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Tag: yatirim finans

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

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

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

Macro Snapshot: Manufacturing PMI, September 2021
Categories Company & Industry Economy

Macro Snapshot: Manufacturing PMI, September 2021

Cem CetingucPosted on4 October, 2021

Manufacturing PMI was 52.5 (Prior: 54.1) in September and 53.5 in (2Q21: 50,3, 3Q21: 54,7). … Continue ReadingMacro Snapshot: Manufacturing PMI, September 2021

Macro Snapshot: Turkey Consumer Confidence Index, September 2021
Categories Economy Finance

Macro Snapshot: Turkey Consumer Confidence Index, September 2021

Cem CetingucPosted on23 September, 2021

In September, CCI decreased by 1.8% MoM to 79.7 (August: 78.2). According to 3-month average … Continue ReadingMacro Snapshot: Turkey Consumer Confidence Index, September 2021

Y.F. Equity Strategy Report: Running to stand still
Categories Business Finance

Y.F. Equity Strategy Report: Running to stand still

Cem CetingucPosted on21 September, 202121 September, 2021

We are moving our BIST-100 target to 1,875 (previously 1,750), while underlining risks that lower … Continue ReadingY.F. Equity Strategy Report: Running to stand still

Macro Snapshot: CBRT Survey of Market Participants
Categories Economy Finance

Macro Snapshot: CBRT Survey of Market Participants

Cem CetingucPosted on20 September, 2021

Policy rate would be kept stable in September but to be cut by 100bps in … Continue ReadingMacro Snapshot: CBRT Survey of Market Participants

Y. F. Top Picks Update: Removing KRDMD
Categories Company & Industry Finance

Y. F. Top Picks Update: Removing KRDMD

Cem CetingucPosted on16 September, 2021

Removing KRDMD. We remove KRDMD from our top-picks as the stock came under selling pressure due … Continue ReadingY. F. Top Picks Update: Removing KRDMD

Macro Snapshot: Consumer Confidence Index, August 2021
Categories Economy General

Macro Snapshot: Consumer Confidence Index, August 2021

Cem CetingucPosted on23 August, 2021

Consumer Confidence Index (CCI) decreased by 1.6% to 78.2 in August (July: 79.5). Despite there … Continue ReadingMacro Snapshot: Consumer Confidence Index, August 2021

Macro Snapshot: Outstanding External Loans Received by Private Sector, June 2021
Categories Business Economy

Macro Snapshot: Outstanding External Loans Received by Private Sector, June 2021

Cem CetingucPosted on19 August, 2021

In June, private sectors’ outstanding short term loans decreased by USD0.2bn to USD9.5bn whereas long … Continue ReadingMacro Snapshot: Outstanding External Loans Received by Private Sector, June 2021

Macro Focus: IP, June 2021: IP figures indicate a strong growth in Q2
Categories Economy Finance

Macro Focus: IP, June 2021: IP figures indicate a strong growth in Q2

Cem CetingucPosted on15 August, 202115 August, 2021

In June, IP increased by 2.3% MoM and 23.9% on a YoY. According to the consensus, … Continue ReadingMacro Focus: IP, June 2021: IP figures indicate a strong growth in Q2

VAKBN: 2Q Review & Target Price Revision: Prevailing Legacy of 2020
Categories Business Company & Industry

VAKBN: 2Q Review & Target Price Revision: Prevailing Legacy of 2020

Cem CetingucPosted on15 August, 2021

2Q results slightly above estimates on lower CoR The bank announced its 2Q21 solo net … Continue ReadingVAKBN: 2Q Review & Target Price Revision: Prevailing Legacy of 2020

Turkish Banks: Sector Monthly Data
Categories Business Company & Industry

Turkish Banks: Sector Monthly Data

Cem CetingucPosted on6 August, 2021

Strong monthly ROE of 17% on higher other income Turkish banking sector’s June net income … Continue ReadingTurkish Banks: Sector Monthly Data

Macro Snapshot: CBRT Survey of Market Participants
Categories Economy General

Macro Snapshot: CBRT Survey of Market Participants

Cem CetingucPosted on6 August, 2021

MoM expectations were over the historical averages until October (2003-2019 Median – Aug.: +0.4% Sep.: … Continue ReadingMacro Snapshot: CBRT Survey of Market Participants

HALKB: 2Q Preview, Target Price & Rating Revision – Uphill Battle
Categories Business Company & Industry

HALKB: 2Q Preview, Target Price & Rating Revision – Uphill Battle

Cem CetingucPosted on26 July, 2021

Higher funding and credit risk costs remain as risk factors Following the strong loan growth … Continue ReadingHALKB: 2Q Preview, Target Price & Rating Revision – Uphill Battle

GARAN: 2Q Preview & Target Price Revision – Mind the ROE Progress
Categories Company & Industry

GARAN: 2Q Preview & Target Price Revision – Mind the ROE Progress

Cem CetingucPosted on12 July, 2021

Earnings recovery and attractive valuation support share performance Garanti share price is up 15% since … Continue ReadingGARAN: 2Q Preview & Target Price Revision – Mind the ROE Progress

Macro Snapshot:  Policy rate seems stable in July but could be decreased by 25-50bps in next 3 months, CBRT Survey indicates
Categories Economy General

Macro Snapshot: Policy rate seems stable in July but could be decreased by 25-50bps in next 3 months, CBRT Survey indicates

Cem CetingucPosted on10 July, 2021

MoM expectations were over the historical averages in the coming months (2003-2019 Median – Jul.: … Continue ReadingMacro Snapshot: Policy rate seems stable in July but could be decreased by 25-50bps in next 3 months, CBRT Survey indicates

KCHOL: Reinitiating coverage with TP of TL31.8/share
Categories Business Company & Industry

KCHOL: Reinitiating coverage with TP of TL31.8/share

Cem CetingucPosted on5 July, 2021

Attractive portfolio at a high discount… We re-initiate coverage on Koç Holding as we see the … Continue ReadingKCHOL: Reinitiating coverage with TP of TL31.8/share

Macro Snapshot: Net FX Position of Non-Financial Companies
Categories Company & Industry Finance Markets

Macro Snapshot: Net FX Position of Non-Financial Companies

Cem CetingucPosted on7 June, 2021

In March, net FX position of the non-financials was USD-157.5bn (2020: USD -157.6bn). FX assets … Continue ReadingMacro Snapshot: Net FX Position of Non-Financial Companies

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