Morning Bul (Gedik Yatırım)

Push & Pull
 
Today we expect a cautious opening and market to settle around 10,450 levels in early trades. We will most likely to see the same trading pattern again with fragile sentiment to continue unless we see buyers around. 10,250 - 10,700 are support and resistance levels.
 
 
Stock in Trade
 
" TAV Airports (TAVHL TI, N/R) ownership sells 155k shares. (Neutral)
" Alarko Holding (ALARK TI, N/R) announces buy-back program. (Neutral)
" Petkim (PETKM TI, Outperform, TP TL 25.14/share) reported an inflation adjusted net income of TL871mn in 1Q24. (Marginally Negative)Ulker (ULKER TI, Marketperform, TP 120/share) reported TL 4,042mn EBITDA and a net income of TL 2,167m. (Marginally Positive)
" In Q1 2024, Sok (SOKM TI, Outperform, TP 86/share) reported a NEGATİVE EBITDA TL430mn and a net income of TL12mn (Negative)
" Brisa (BRISA TI, Marketperform, TP TL140.17/share) reported an inflation adjusted net income of TL599mn in 1Q24, representing a 15% real increase YoY. (Neutral)
" Kordsa (KORDS TI, Outperform, TP TL142.64/Share) reported TL687mn EBITDA in 1Q24 vs TL431mn in the year prior. (Neutral)
" Dividend payments for today: ALARK (Gross TL0.9686 DPS - Net TL0.8903 DPS)
Economic Calendar
" May30: TABGD's 1Q24 Financial Results
" May30: ALARK's dividend payment
" May31: GDP, 1Q (Prior: YoY 4,00%, QoQ 1,00%)
" May31: DOAS's, SISE's 1Q24 Financial Results
" May31: BIGCH's and 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.