Categories Company & Industry IS Investment – Company Report: Migros 3Q20 Earnings Review Cem ÇetingüçPosted on9 November, 2020Operationally inline yet NI beat estimates: Migros announced TL9mn of net profit in 3Q20, better than … Continue ReadingIS Investment – Company Report: Migros 3Q20 Earnings Review
Categories Business Company & Industry EM Europe Food Retailers Equities: Tailwinds to keep up the earnings momentum Atilla YeşiladaPosted on31 October, 2020Supportive tailwinds EM Europe food retailers continue to see favourable tailwinds from COVID-19-driven changes in … Continue ReadingEM Europe Food Retailers Equities: Tailwinds to keep up the earnings momentum
Categories Business Company & Industry HIGHLIGHTS Turkey Food Retail: Time to refocus, valuations appear cheap Atilla YeşiladaPosted on8 October, 2020Post our recent conversations with Turkish Food retailers, we conclude that: 1) There is not … Continue Reading Turkey Food Retail: Time to refocus, valuations appear cheap
Categories Business Company & Industry BIM 2Q20 First Look: Outstanding sales performance, stronger margins and guidance change Atilla YeşiladaPosted on23 August, 202023 August, 2020BIM reported a strong Q2 with earnings came in 50% ahead consensus and doubled vs … Continue ReadingBIM 2Q20 First Look: Outstanding sales performance, stronger margins and guidance change
