Brokerage poll:   Which stocks will shine in Borsa Istanbul?

PA Turkey does not publish its own investment recommendations.  The below are  findings of wire service Foreks Haber, for which PA Turkey is not responsible. Turkey is not suited for non-professional financial investors.

 

A survey by news service Foreks News covering 4th quarter earnings estimates of Borsa Istanbul equities asked brokerages which  companies will report  the highest annual profit increase vs 4Q2022.

The Foreks News earnings survey results, published on February 7, 2024 and in which 19 brokerage firms participated, compared  the 4th quarter to the same period last year.  It had revealed a 13.4 percent decline in banking sector profits and a 4.9 percent decline in non-bank profits for the period.

The survey included financial outcome expectations for a total of 72 stocks, 8 of which were banks and 64 were non-banks. The 10 companies with the highest profit increase expected for the 4th quarter of 2023 are respectively; Kardemir (iron steel), Coca Cola İçecek, Türkiye Sigorta (insurance), Anadolu Sigorta (insurance), Anadolu Efes (beer), Petkim (petrochemicals), Mavi Giyim (denim and casual wear franchise), Türk Traktör (farm machinery), Albaraka Türk (Islamic banking) and Şok Marketler (hard discount supermarket).

In the Forex News survey, the sectors with the highest expected increase on an annual basis were quarrying & mining, insurance food sector and industrial index, respectively. The sectors where the biggest decrease was expected were electricity, communication, chemistry and banking.

While 4 of the 8 banks in the survey were expected to increase their profits compared to the same period last year, it was estimated that 4 of them would see a decrease in their profits. Expectations for 64 companies included an increase in profit for 47 companies and a decrease for 17 companies.

51 of the 72  firms in the forecast poll would increase their profits compared to the same period last year, while 21 of them would report declines.

 

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Published By: Atilla Yeşilada

GlobalSource Partners’ Turkey Country Analyst Atilla Yesilada is the country’s leading political analyst and commentator. He is known throughout the finance and political science world for his thorough and outspoken coverage of Turkey’s political and financial developments. In addition to his extensive writing schedule, he is often called upon to provide his political expertise on major radio and television channels. Based in Istanbul, Atilla is co-founder of the information platform Istanbul Analytics and is one of GlobalSource’s local partners in Turkey. In addition to his consulting work and speaking engagements throughout the US, Europe and the Middle East, he writes regular columns for Turkey’s leading financial websites VATAN and www.paraanaliz.com and has contributed to the financial daily Referans and the liberal daily Radikal.