BORSADA PEŞPEŞE GELEN İYİ HABERLER VE AL VEREN YENİ HİSSELERİM

BORSA KAPISl

28 Jan 202419:19

Summary

TLDRThe video provides stock analysis and recommendations for Turkish investors. It analyzes recent market moves and factors impacting the market like interest rates and inflation. Several stocks are recommended like Doğan Holding, Ford Otosan, Sabanci Holding, and Pegasus Airlines. The presenter believes the stock market will continue upward despite inflation. He advises being patient, using stop losses, and holding quality stocks long-term.

Takeaways

😊 The presenter greets the audience and wishes them the best days ahead
😀 He advises small investors on strategies for the stock market index opening on Monday
📈 He analyzes the recent trend of the index dropping below 8000 points but then recovering back above
💰 He discusses the impacts of interest rate decisions and inflation on the stock market
🤝 He talks about the positive impacts of the NATO-Sweden agreement and the lifting of Canadian arms sanctions on Turkey
👍 He highlights Bankov bank’s increased ability to hold onto stocks it purchases as a positive
😊 He recommends being patient during ups and downs as the stock market remains the best option
⚖️ He analyzes the charts and indicators for Doğan Holding, Ford Otosan, Sabanci Holding and Ek GYO stocks
💡 He sets short term price targets and stop loss points for trading the recommended stocks
💰 He emphasizes focusing on fundamentals not index levels and always remembers the stock market brings profit

Q & A

What does the speaker predict about interest rates in Turkey leading up to the election?
-The speaker believes interest rates will remain steady at 45% until the election. After the election, he thinks rates will start slowly decreasing by 200-500 basis points per month.
What does the speaker say is the main alternative investment as inflation decreases but interest rates on deposits also go down?
-The speaker believes the stock market will be the main alternative investment as inflation goes down but interest rates on deposits decrease despite the central bank having increased rates.
What was the impact of the Bank of move in Turkey and why is it seen as positive?
-Previously Bank of had to sell shares purchased on the same day. Now with regulatory approval, Bank of can hold onto shares it purchases, which is seen as positive since it can no longer immediately drop the market after purchases.
What recent positive developments does the speaker cite regarding Turkey's relationship with NATO?
-The speaker cites the approval of Sweden's NATO membership by Turkey's parliament, as well as Canada lifting restrictions on arms exports to Turkey related to the F16 and NATO/Sweden issues.
What does the speaker predict about inflation in Turkey over the next year?
-The speaker predicts inflation peaking around 70% in Q1 due to price hikes in January, then retreating to around 40% by year-end 2023 after the election.
What stock does the speaker recommend for short-term gains?
-The speaker recommends Eregli Demir Celik (EKGYO) for short-term gains, with price targets of 13-14 liras representing about 30-35% upside.
What is the speaker's advice regarding worrying about fluctuations in the overall index?
-The speaker advises not to worry at all about fluctuations in the overall index as long as you hold solid stocks, as he believes the stock market will outperform inflation, foreign exchange, and interest rates.
What is the speaker's price target for Doğan Holding (DOHOL)?
-The speaker sees targets of 13.74 and 14.95 for Doğan Holding (DOHOL) in the short-term.
What is the recommended stop-loss for Sabancı Holding for long-term investors?
-For investors wanting to hold Sabancı Holding (SAHOL) long-term, such as 6-7 months, the speaker recommends a stop-loss of 6.705.
What is the speaker's outlook on the potential political impact of the Istanbul mayoral election?
-The speaker believes if the opposition party wins the Istanbul mayorship, it will positively impact the Turkish stock market.

Outlines

00:00

😀 Financial markets outlook

The first paragraph discusses expectations regarding financial markets and stocks for investors, with analysis of recent trends.

05:00

😊 Central bank policy changes

The second paragraph covers changes in central bank policies such as interest rates and their potential impacts.

10:04

😃 Stock investment ideas

The third paragraph puts forward some stock investment ideas and analysis based on technical and fundamental factors.

15:05

🙂 Market outlook wrap-up

The fourth paragraph provides a summary and concluding thoughts on the market outlook.

Mindmap

Keywords

💡stock market

The stock market is one of the main topics discussed in the video. The speaker talks extensively about the Istanbul stock exchange, its recent performance, and recommendations for small investors. He analyzes the factors impacting the stock market such as interest rates, inflation, and foreign investor activity. The stock market is presented as an attractive investment option compared to savings accounts.

💡interest rates

Interest rates are mentioned as a key factor influencing the stock market's performance. The central bank recently raised interest rates to combat high inflation. However, the speaker notes deposit interest rates offered by banks are falling despite the central bank rate hike. He argues this makes the stock market more appealing than saving in bank accounts.

💡inflation

Soaring inflation is a major concern in Turkey now. The speaker predicts inflation will rise further in the first quarter due to price hikes in January. He expects inflation to start falling after March and end the year around 40%. High inflation makes stocks more attractive investments than deposits.

💡foreign investors

Foreign investors' activity in the Turkish stock market is noted as a positive sign. The speaker highlights foreign investors have been actively buying certain stocks like Doğan Holding and Sabancı Holding. Foreign inflows tend to boost the stock market.

💡individual investors

The speaker addresses individual, small-scale investors several times. He aims to educate them on analyzing the stock market's trends and picking stocks wisely. His advice and stock picks are tailored for their investment needs and risk appetite.

💡short term trading

For investors interested in short-term quick profits, the speaker suggests stocks like Doğan Holding, Ford Otosan, and Ek GYO. He provides entry and stop-loss levels for intraday or short-term trades in these stocks.

💡long term investing

In addition to short-term trading ideas, the speaker also identifies stocks like Sabancı Holding for long-term investment. For long-term investors, he recommends different stop loss levels compared to short-term traders.

💡technical analysis

The speaker relies heavily on technical analysis to determine support and resistance levels, trend direction, and price targets for the stocks discussed. He analyzes hourly, daily, and weekly charts to make his market outlook and stock recommendations.

💡investor psychology

The speaker repeatedly urges investors to remain calm, patient, and disciplined despite stock market volatility. He says normal pullbacks and corrections are bound to occur and should not cause panic selling. His advice reflects the importance of managing fear and greed in investing.

💡diversification

Rather than betting on just 1-2 stocks, the speaker recommends a portfolio with diversified stocks across various sectors and market caps. This prudent approach aligns with the general wisdom of diversification in investing.

Highlights

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