Categories Business Company & Industry JP Morgan/ Turkey: How to position for an equity rally? Cem ÇetingüçPosted on25 November, 2020Here we assess the value opportunities in Turkish equities in the aftermath of an improved … Continue ReadingJP Morgan/ Turkey: How to position for an equity rally?
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 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 Company & Industry Markets HSCB’s top Turkey stock picks Atilla YeşiladaPosted on18 June, 202018 June, 2020We present five stocks that we prefer in Turkey from a growth and valuation perspective … Continue ReadingHSCB’s top Turkey stock picks
