Ünlü&Co

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ÜNLÜ & Co is a financial services group and Turkey’s leading provider of investment advisory and asset management products and services.

ÜNLÜ & Co’s extensive knowledge and experience is the foundation of its solid local market position combined with the ability to deliver world-class standards of service in order to design and provide products and solutions that uniquely address its clients’ needs. Headquartered in Istanbul, ÜNLÜ & Co has a staff of more than 350 high caliber professionals, working together for the aim of making ÜNLÜ the leading provider of financial products and servicesfor the entire region. ÜNLÜ & Co provides world class investment advisory and asset management solutions to a diverse client base ranging from domestic and international investors to leading corporates, multinationals and financial institutions.

Zekai Unal
  • Zekai Unal
EUR 58.53

Tinaztepe

Tinaztepe Sağlık Hizmetleri (Tinaztepe) is a healthcare provider based in Izmir, Turkey. The company operates three hospitals and one medical center, serving a wide range of patients across the region. In addition to its core healthcare operations, Tinaztepe offers exposure to Izmir’s appreciating real estate market, having accumulated a portfolio of land assets over the years. These holdings, some of which are now being monetized through development projects, add a unique dimension to the compa...

04/22/25 April 22, 2025 1 EN
Ece Mandaci ... (+6)
  • Ece Mandaci
  • Erol Danis
  • Koray Pamir
  • Mehmet Yigit Yorulmaz
  • Sevgi Onur
  • Zekai Unal
EUR 58.53

Turkish Equity Research - 1Q25 Preview

1Q25 earnings season to kick off today (April 21st): 1Q25 earnings season for companies under our coverage is set to start on April 21st with Turkiye Sigorta and last until May 12th. Based on our projections, banks will show 5% y/y EPS growth (up 14% q/q) in 1Q25. As for non-financials, in USD terms, we estimate 50% y/y EPS contraction (down 68% q/q), while EBITDA should decrease 16% y/y (down 21% q/q). Note that to facilitate comparisons, we calculated the overall figures for non-financial comp...

04/21/25 April 21, 2025 1 EN
Koray Pamir
  • Koray Pamir
EUR 58.53
ENJSA Enerjisa Enerji...

Enerjisa

Comprehensive presentation led by senior management: Enerjisa Enerji held an Investor & Analyst Day on April 15. The presentations were delivered by Sabanci Holding Energy Head Kivanc Zaimler along with senior executives from Enerjisa Enerji, providing detailed insights into each of Enerjisa’s core business segments. The event attracted considerable participation, primarily from local portfolio managers, aimed at enhancing investor understanding of its operations and regulatory framework. Manage...

ENJSA ENERJISA ENERJI AS
04/17/25 April 17, 2025 1 EN
Erol Danis ... (+2)
  • Erol Danis
  • Koray Pamir
EUR 58.53
ALARK Alarko Holding ...

Model Portfolio Update

Recent tangible outperformance prompts a tactical moderation in conviction: Alarko shares have outperformed the BIST-100 by 35% and BIST-Industrials by 27% over the past month, delivering a return of 17% in TL and 13% in USD terms. This recent strength brings the stock’s relative performance broadly in line with both the BIST-100 and BIST-Industrials since its inclusion in our model portfolio on May 29, 2024. Considering this, we are tactically reducing our conviction, while maintaining our long...

ALARK ALARKO HOLDING A.S.
04/15/25 April 15, 2025 1 EN
Ece Mandaci
  • Ece Mandaci
EUR 58.53
SISE SISE CAM

Sisecam

We met with Sisecam management last week to discuss recent developments in the glass and soda ash markets as well as the company’s financial outlook. Demand across both markets remained muted in 1Q25, and current data does not point to a recovery before 2H25. Following the downcycle in operations, we expect a return to 2021 EBITDA levels only by 2026–2027, supported by domestic demand and European infrastructure incentives. Given this backdrop, we believe it is still too early to call a full rev...

04/14/25 April 14, 2025 1 EN

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