Morning Bul (Gedik Yatırım)

Push & Pull
 
Today we expect a cautious opening and market to settle around 10,150 levels in early trades. Sentiment seems fragile with huge hft sell tickets while if we see any strong moves above 10,200, investors will be more confident again. 10,000 - 10,350 are support and resistance levels.
 
 
 
Stock in Trade
 
• Fiscal outlook deteriorates despite the robustness in tax revenues
• Share buyback / Insider buys: MPARK (18k- 0.01%)
 
 
Economic Calendar
 
• May17: House Price Index, Mar (Prior: YoY 58,31%, MoM 2,18%)
• May17: Home Sales, Apr (Prior: 105.4k - YoY -0,10%)
• May17: Expected Inflation Next 12 Mth, May (Prior: 35,17%)
• May20: Deadline for 2023/4Q consolidated financial statements
• May20: Deadline for 2024/1Q consolidated banks financial statements
• May 20: TTRAK’s 1Q24 Financial Results
• May21: FROTO’s & TOASO’s & TUPRS 1Q24 Financial Results
• May22: AYGAZ’S, CCOLA’s, THYAO’s and TUPRS’s 1Q24 Financial Results
• May23: KCHOL’s & MGROS’s & TKFEN’s 1Q24 Financial Results
• May24: AGHOL’s 1Q24 Financial Results
• May27: Capacity Utilization, May (Prior: 76,70%)
• May27: TCELL’s 1Q24 Financial Results
• May27: CCOLA, MGROS’s dividend payment
• May28: ENJSA’s 1Q24 Financial Results
• May28: AEFES’s dividend payment
• May28: BRISA’s 1Q24 Financial Results
• May29: AGHOL’s dividend payment
• May31: GDP, 1Q (Prior: YoY 4,00%, QoQ 1,00%)
• May31: SISE’s dividend payment
• Jun06: AKSEN’s dividend payment
• Jun07: AKENR’s 1Q24 Financial Results
• Jun11: Deadline for 2024/1Q unconsolidated industrials financial statements
• Jun21: BIMAS’s 1Q24 Financial Results
• Jun21: Deadline for 2024/1Q consolidated industrials financial statements
• Jun28: LOGO’s dividend payment
• Jul19: Moody's credit rating
• Jul22: LKMNH’s dividend payment
• Aug12: MSCI Quarterly Index Reviews
• Sep06: Fitch's credit rating
• Nov01: S&P's credit rating
• Nov07: MSCI Semi-Annual Index Reviews


 
   Gedik Yatırım Menkul Değerler A.Ş.
   www.gedik.com

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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.