Categories Company & Industry Finance HIGHLIGHTS Sabanci Holding | Buy: Focus on energy continues Cem CetingucPosted on2 February, 20232 February, 2023 Energy takes the lead in NAV contribution. We have revisited our fair value for the … Continue ReadingSabanci Holding | Buy: Focus on energy continues
Categories Company & Industry Finance HIGHLIGHTS Koc Holding | BUY: Strong dividend income to support net cash Cem CetingucPosted on2 February, 20232 February, 2023 Surge in dividend income likely. We project Koc’s dividend income to more than triple y-o-y … Continue ReadingKoc Holding | BUY: Strong dividend income to support net cash
Categories Business Company & Industry Finance HIGHLIGHTS Teknosa |BUY: Be boring make money Cem CetingucPosted on1 February, 2023 Technology Superstores are Increasing Their Market Share Despite the aggressive top line growth strategies of … Continue ReadingTeknosa |BUY: Be boring make money
Categories General HIGHLIGHTS Politics Putin needs Erdogan to win Cem CetingucPosted on1 February, 2023 Russia’s war of aggression in Ukraine has isolated the government in Moscow in a very short … Continue ReadingPutin needs Erdogan to win
Categories Company & Industry Economy HIGHLIGHTS Turkey will increase gold production to reduce import dependency: Erdogan Cem CetingucPosted on1 February, 2023 Turkey plans to keep increasing its gold production so it can rely less on imports, … Continue ReadingTurkey will increase gold production to reduce import dependency: Erdogan
Categories General HIGHLIGHTS Markets Politics Corruption is ‘off the charts’ in Turkey, Serbia, Bosnia and Hungary Cem CetingucPosted on1 February, 20231 February, 2023 Turkey, Hungary, Bosnia and Herzegovina and Serbia got their worst corruption scores in ten years … Continue ReadingCorruption is ‘off the charts’ in Turkey, Serbia, Bosnia and Hungary
