yatirim finans
Top Picks Update: Adding PETKM, Removing TKFEN & MGROS
TUPRS: Outperform Maintained
Y.F. Macro Focus: CA gave deficit again after 3-month long surpluses
Macro Snapshot: Manufacturing PMI, September 2021
Macro Snapshot: Turkey Consumer Confidence Index, September 2021
Y.F. Equity Strategy Report: Running to stand still
Macro Snapshot: CBRT Survey of Market Participants
Y. F. Top Picks Update: Removing KRDMD
Macro Snapshot: Consumer Confidence Index, August 2021
Macro Snapshot: Outstanding External Loans Received by Private Sector, June 2021
Macro Focus: IP, June 2021: IP figures indicate a strong growth in Q2
VAKBN: 2Q Review & Target Price Revision: Prevailing Legacy of 2020
Turkish Banks: Sector Monthly Data
Macro Snapshot: CBRT Survey of Market Participants
HALKB: 2Q Preview, Target Price & Rating Revision – Uphill Battle
GARAN: 2Q Preview & Target Price Revision – Mind the ROE Progress
Macro Snapshot: Policy rate seems stable in July but could be decreased by 25-50bps in next 3 months, CBRT Survey indicates
KCHOL: Reinitiating coverage with TP of TL31.8/share
Macro Snapshot: Net FX Position of Non-Financial Companies
Macro Snapshot: Foreign Trade Statistics
Macro Snapshot: CUR, RSCI and sectoral confidence indexes decreased
Macro Snapshot: Outstanding External Loans Received by Private Sector in March
Top Banking Pick of 2021: Garanti Bank
Company Outlook: Adding GARAN & SISE, Removing MGROS
Macro Snapshot: CBRT’s Expectations Survey
Company Update | EREGL: TP revised up to TL22.0/share
Macro Focus: Recovery trend continues despite momentum loss