发帖
雷达卡
【出版时间及名称】：2009年11月土耳其证券市场投资策略
【作者】：德意志银行
【文件格式】：PDF
【页数】：33
【目录或简介】：
Table of Contents
Investment summary ........................................................................ 3
Turkish equity strategy ..................................................................... 5
Range-bound trading is likely in the absence of any catalysts ..................................................5
Cyclicals with stronger fundamentals outperform the rest .......................................................7
EPS revisions in most cyclicals continue, though at a slow pace .............................................8
Sector allocations & top picks.......................................................... 9
Mapping value across the ISE...................................................................................................9
Sector rankings and top picks .................................................................................................12
Performance of our top picks portfolio ...................................................................................14
Top picks portfolio methodology ............................................................................................14
Economic outlook............................................................................ 15
Global markets set to take a breather .....................................................................................15
The lira has fallen behind.........................................................................................................15
Risks to CBT’s continued Optimism .......................................................................................16
Recovery dynamics: Will Turkey Outperform?........................................................................18
Mapping value across ISE............................................................... 19
Market data...................................................................................... 23
Datascan........................................................................................... 26
Key market aggregates ................................................................... 28
Foreign participation in ISE ............................................................ 29
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