BORSADA PEŞPEŞE GELEN İYİ HABERLER VE AL VEREN YENİ HİSSELERİM

Summary

The 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.