Categories Company & Industry Finance HIGHLIGHTS Morgan Stanley on TURKEY: Rate cutting cycle delayed, TL to remain healthy, too early for bank stocks Atilla YeşiladaPosted on21 October, 2024 Key Takeaways We expect a rate-cutting cycle to start with 250bp in January. Keeping this … Continue ReadingMorgan Stanley on TURKEY: Rate cutting cycle delayed, TL to remain healthy, too early for bank stocks
Categories Company & Industry Finance HIGHLIGHTS Citi Research on Turkish Bank Shares: Neutral Atilla YeşiladaPosted on24 May, 2024 Turkish equities, particularly for banks, have enjoyed very strong performance since Turkey’s return to more … Continue ReadingCiti Research on Turkish Bank Shares: Neutral
Categories Company & Industry HIGHLIGHTS Markets JP Morgan is negative for major Turkish bank stocks Atilla YeşiladaPosted on23 January, 2024 JP Morgan equity research team put Akbank, Garanti, Isbank, and Yapi Kredi on Negative Catalyst … Continue ReadingJP Morgan is negative for major Turkish bank stocks
Categories Business Company & Industry Markets BoFA on Turkish banks: The Great Normalization – Buy private banks Atilla YeşiladaPosted on3 December, 2023 Risk-reward is appealing ‘Normalization’ is probably the best word to describe the ongoing dynamics in … Continue ReadingBoFA on Turkish banks: The Great Normalization – Buy private banks
Categories Company & Industry HIGHLIGHTS Markets Bullish recommendations from BoFA, Goldman propel Istanbul Stock Exchange to new highs Atilla YeşiladaPosted on27 November, 2023 Bank shares in Turkey’s private sector experienced a significant surge today, following an endorsement from … Continue ReadingBullish recommendations from BoFA, Goldman propel Istanbul Stock Exchange to new highs
Categories Business Company & Industry HIGHLIGHTS ANALYSIS: Turkey switches to inflation accounting, Borsa Istanbul suffers a heart attack Atilla YeşiladaPosted on25 October, 2023 Turkish companies’ end-2023 balance sheets will be inflation-adjusted, with adjustments expected to continue until 2026 … Continue ReadingANALYSIS: Turkey switches to inflation accounting, Borsa Istanbul suffers a heart attack
Categories Business Finance HIGHLIGHTS Markets Moody’s upgrades Turkish banks, banks try to rally Atilla YeşiladaPosted on15 August, 2023 Moody’s Investor Services has upgraded its outlook for Turkey’s banking sector from negative to stable, … Continue ReadingMoody’s upgrades Turkish banks, banks try to rally
Categories Company & Industry HYPED Markets HSBC Global Research: Taking stock of recent regulations on commercial banks Atilla YeşiladaPosted on30 June, 2022 Policy makers respond to TRY depreciation by influencing market rates through regulating bank balance sheets. … Continue ReadingHSBC Global Research: Taking stock of recent regulations on commercial banks
Categories Business HYPED Markets Goldman Sachs: Turkey Banks- Taking stock of the latest sector trends Atilla YeşiladaPosted on30 January, 2022 What is new? As of January 19, the aggregate banking sector balance sheet showed a … Continue ReadingGoldman Sachs: Turkey Banks- Taking stock of the latest sector trends
Categories Business HYPED Markets Garanti BBVA: 4Q21E Earnings Estimates Atilla YeşiladaPosted on24 January, 2022 The earnings season will begin on January 26 with the announcement of Arcelik’s financials. Among … Continue ReadingGaranti BBVA: 4Q21E Earnings Estimates
