2010年4月土耳其证券市场投资策略报告

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【出版时间及名称】：2010年4月土耳其证券市场投资策略报告
        【作者】：汇丰银行
        【文件格式】：pdf
        【页数】：146
        【目录或简介】：

Turkey satisfies most conditions to become a locomotive EM
country for global growth, although it still requires external
financing due to low domestic savings
 This means further structural transformation is needed in the real
sector and public framework
 Although the upcoming political cycle may delay it and the current
leg of cyclical recovery may again require a wider current account
deficit, we hope the appetite for reform remains intact


Fourth Annual Turkey
Conference in Istanbul 1
Turkey Conference 1
Turkey: All dressed up and
ready to go 6
Company profiles
Akbank: Underweight (V) 15
Akcansa: Neutral (V) 17
Akenerji: Overweight (V) 19
Alarko Holding: Not Rated 21
Albaraka Turk: Not Rated 22
Anadolu Efes: Neutral, TP up to TRY18.5 from TRY17.4 23
Anadolu Hayat: Overweight (V) 25
Anadolu Sigorta: Neutral 27
Arcelik: Overweight (V) 29
Aygaz: Overweight (V) 31
Bank Asya: Overweight (V) 33
BIM: Underweight 35
Cimsa: Neutral (V), TP up to TRY9.3 from TRY8.0 37
Coca-Cola Icecek: Overweight 39
Dogan Holding: Neutral (V), TP raised to TRY1.41 from
TRY1.27 41
Dogus Otomotiv: Neutral (V) 43
Erdemir (Eregli Demir Celik): Overweight (V) 45
Ford Otosan: Overweight (V) 47
Garanti: Overweight (V) 49
Gubretas: Overweight (V), TP raised to TRY15.0 from
TRY12.3 51
Halkbank: Neutral (V) 53
Hurriyet: Underweight (V), target raised to TRY1.46 from
TRY1.15 55
Isbank: Overweight (V) 57
Is REIT: Overweight 59
Koc Holding: Downgrade to Neutral from OW(V), TP
TRY6.0 (TRY5.10) 61
Petkim: Overweight, TP raised to TRY10.70 from
TRY10.20 63
Petrol Ofisi: Neutral (V) 65
Pınar Et ve UN and Pınar Süt: Not Rated 67
(Oyak Cement Group: Not Rated) Adana Cimento:
Overweight 68
Selcuk Ecza Deposu: Not Rated 70
Sinpas REIC: Overweight (V) 71
Sisecam: Underweight 73
TAV Airports: Overweight 75
Turcas: Overweight 77
Turkcell: Neutral (V), cut TP to TRY USD18.25
(USD20.50) 79
Turk Ekonomi Bankasi (TEB): Underweight (V) 81
Tekfen Holding: Neutral 83
Tekstilbank: Not Rated 85
Tofas: Overweight (V) 86
Tupras: Overweight, TP raised to TRY42 from TRY36 88
Ulker: Not Rated 90
Vakifbank: Neutral (V) 91
Yapı ve Kredi Bankası: Neutral (V) 93
Yazıcılar Holding: Not Rated 95
Zorlu Enerji: Neutral (V) 96
Airlines and airport operations 98
Automotive 101
Banks 104
Beverages 107
Cement 109
Consumer durables 111
Electricity 114
Fertilisers 117
Insurance 119
Media 121
Oil and Gas 123
Real Estate 127
Retail 129
Steel 131
Telecoms 133
Disclosure appendix 139
Disclaimer 143

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