Morning Bul (Gedik Yatırım)

Push & Pull
 
Today we expect positive opening today after XU100 index rebounded from 4480 (100dma ) levels yesterday with strong buying seen mainly in THYAO, SISE, EREGL and SASA. TRY is being flattish around 18,82 levels early in the morning. Index will test 5000 levels again in following days- 4,500 is a still strong support level.
  
 
 
Stock in Trade
• Favourable base effect to lead to a significant decline in YoY inflation despite ongoing significant price hikes
• Monthly Domestic Light Vehicles sales increased by 33% YoY in January (December: +85%, November: +37%, October: +15%). (Slightly Positive)
• Sisecam (SISE TI, Marketperform, TP TL42.29/share) decided to commence the process of delisting Sisecam Resources LP through the purchase of its publicly held shares. (Neutral)
• (YKBNK TI, Outperform, TP TL14.39/share) Q4 22 results and 2023 Guidance Outlook - A slight beat through core banking revenues and high-twenties ROTE guided for 2023 (Neutral)
• Tofas (TOASO TI, Outperform, TP TL181.89/share) reported a net income of TL3,498mn in 4Q22 (cons: TL2,724mn, Gedik: TL2,814mn), representing a 187% increase YoY. Still no clarification on new product launches. (Slightly Negative)
• Anadolu Hayat Emeklilik reported net profit of TL595mn (+50% QoQ, +98 YoY), +79% above consensus in Q422. (Marginally Positive)
• Weekly Banking Sector Data (Week of January 27th)
• Weekly Foreign Transactions: According to the CBRT’s weekly securities statistics, non-residents were net buyers with USD22,9mn in the equity market and net sellers with USD0,5mn in government domestic debt securities last week.
• Share buyback / Insider buys: SAHOL (720k - 0.04%), ALARK (5k - 0.01%), MPARK (74k - 0.04%), LKMNH (30.5k - 0.09%), MEDTR (44.5k - 0.04%), ORGE (100k - 0.12%)
 
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                               Yasal Uyarı
 
 Burada yer alan yatırım bilgi, yorum ve tavsiyeler yatırım danışmanlığı kapsamında değildir.Yatırım danışmanlığı hizmeti ; aracı kurumlar, portföy yönetim şirketleri, mevduat kabul etmeyen bankalar ile müşteri arasında imzalanacak yatırım danışmanlığı sözleşmesi çerçevesinde sunulmaktadır.Burada yer alan yorum ve tavsiyeler, yorum ve tavsiyede bulunanların kişisel görüşlerine dayanmaktadır.Bu görüşler mali durumunuz ile risk ve getiri tercihlerinize uygun olmayabılır.Bu nedenle, sadece burada yer alan bilgilere dayanılarak yatırım kararı verilmesi beklentilerinize uygun sonuçlar doğurmayabilir.