Morning Bul (Gedik Yatırım)

Push & Pull
 
Today we expect a cautious opening and market to settle around 10,650 levels in early trades. We will continue to see stock specific moves with quarter numbers while banking shares will also be on watchlist due to their volatility in the last couple of days. 10,450 - 10,900 are support and resistance levels.
 
 
Stock in Trade
 
" Enka Insaat (ENKAI, Marketperform, TP TL 42.12/share) signed a contract with Libya General Electric Company (GECOL) for the construction of 1,320 MW North Benghazi Simple Cycle Power Plant and supply of its electrical equipment. (Positive)
" Aselsan (ASELS TI, N/R) reported TL3,398mn EBITDA and TL1,404mn net income in 1Q24. (Marginally Negative)
" Enerjisa (ENJSA TI, Marketperform, TP TL76.58/share) reported TL357mn inflation adjusted underlying net income and reported inflation adjusted net loss of TL2,758mn in 1Q24. (Negative)
" MLP Care (MPARK TI, Under Review, Priorly: Outperform, TP TL252.85/share) reported an inflation adjusted net income of TL683mn in 1Q24, representing a 115% real increase YoY. (Slightly Positive)
" Dividend payments for today: AGHOL (Gross TL2.8743 DPS - Net TL2.5869 DPS), ISMEN (Gross TL1.0666 DPS - Net TL0.9599 DPS), EGEEN (Gross TL103.0000 DPS - Net TL92.7000 DPS), ASUZU (Gross TL1.9841 DPS - Net TL1.7857 DPS)
" Share buyback / Insider buys: ORGE (151k- 0.2%)


Economic Calendar
" May29: BRISA, SOKM, ULKER's 1Q24 Financial Results
" May29: AGHOL's dividend payment
" May30: TABGD's 1Q24 Financial Results
" May31: GDP, 1Q (Prior: YoY 4,00%, QoQ 1,00%)
" May31: DOAS's, SISE's 1Q24 Financial Results
" May31: SISE's dividend payment
" Jun03: CPI, May (Prior: MoM: 3,18%, YoY: 69,80%)
" Jun05: SAHOL & TTKOM's 1Q24 Financial Results
" Jun06: AKSEN's dividend payment
" Jun07: Cash Budget Balance, May (Prior: -237.0b)
" Jun07: AKENR's 1Q24 Financial Results
" Jun10: Unemployment Rate, Apr (Prior: 8,60%)
" Jun10: Industrial Production, Apr (Prior: MoM: -0,30%, YoY: 4,30%)
" Jun10: Current Account Balance, Apr (Prior: -4.54b)
" Jun11: Deadline for 2024/1Q unconsolidated industrials financial statements
" Jun13: TKFEN's 1Q24 Financial Results
" 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





 

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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.