BNP Paribas konu ile ilgili raporunda, Trakya Cam iรงin 3,10 TL hedef fiyat ile ‘AL’ tavsiyesi verdiklerini belirtti.
Raporda ลu deฤerlendirme yapฤฑldฤฑ:
“Model Portfรถy hisselerimiz (aฤฤฑrlฤฑk sฤฑrasฤฑyla) : AKBNK / ENKAI / TOASO / SAHOL / TRKCM / BIZIM / ISCTR / YKBNK / EKGYO / GARAN”Banka aฤฤฑrlฤฑฤฤฑmฤฑz: yรผzde 33.1 (BIST100 banka aฤฤฑrlฤฑฤฤฑ: yรผzde 32.5) ” En az tercih ettiฤimiz hisseler: KRDMD / CCOLA / PGSUS Model Portfรถyรผmรผzden Tekfen Holding’i (TKFEN) รงฤฑkarฤฑp, Trakya Cam’ฤฑ (TRKCM) ekliyoruz.
Yฤฑlbaลฤฑndan beri nominal bazda yรผzde 96 getiri saฤlayan ve BIST-100’e gรถre rรถlatif %84 daha fazla getiri saฤlayan Tekfen Holding’i model portfรถyรผmรผzden รงฤฑkarฤฑyoruz. Bu รถnemli pozitif ayrฤฑลmanฤฑn, ana nedeni
Holding’in 2016 yฤฑlฤฑnda รผst รผste aldฤฑฤฤฑ projelerin toplam bรผyรผklรผฤรผnรผn 4.1 milyar dolara ulaลmasฤฑdฤฑr. Her ne kadar Tekfen’i orta vade iรงin beฤenmeye devam etsekte (temel bazda hisse iรงin halen AL tavsiyemiz yรผzde 17 yukarฤฑ potansiyelle devam etmektedir) bu seviyelerden kar realizasyonu yapmayฤฑ uygun buluyoruz.
Tekfen hissesini model portfรถye eklediฤimiz, 23 Eylรผl’den bu yana BIST100’รผn yรผzde 5.1 รผzerinde getiri saฤlamฤฑลtฤฑr. Kฤฑsa vadede, holding yeni bir ihale alana kadar, hissenin soluklanabileceฤini dรผลรผndรผฤรผmรผzden portfรถyรผmรผzden รงฤฑkarฤฑyoruz.
Doฤalgaz fiyatฤฑndaki indirimin, orta vadede Trakya Cam’ฤฑ olumlu etkileyeceฤini dรผลรผnerek portfรถyรผmรผze ekliyoruz.”
BNP Paribas model portfรถyรผnรผ deฤiลtirdi
BNP Paribas, model portfรถyรผnden Tekfen Holding'i รงฤฑkarฤฑrken, portfรถyรผne 3.10 TL hedef fiyatla Trakya Cam'ฤฑ ekledi
Canlฤฑ Dรถviz Kurlarฤฑ
| Ad | Alฤฑล โบ | Satฤฑล โบ | Dฤล.% |
|---|---|---|---|
| DOLAR | 46.8348 | 46.845 | 0.05% |
| EURO | 53.55 | 53.5605 | -0.07% |
| JAPON YENฤฐ | 3.454 | 3.462 | -0.06% |
| ฤฐSVฤฐรRE FRANKI | 58.0811 | 58.1108 | -0.09% |
| STERLฤฐN | 62.6864 | 62.6981 | -0.04% |
| รฤฐN YUANI | 6.8855 | 6.8873 | -0.08% |
| RUS RUBLESฤฐ | 0.6107 | 0.62 | 1.24% |
| Ad | Alฤฑล โบ | Satฤฑล โบ | Dฤล.% |
|---|---|---|---|
| EURO | 53.25 | 53.3 | -0.19% |
| DOLAR | 46.7 | 46.71 | -0.04% |
| LEH ZLOTฤฐSฤฐ | 12.41 | 12.4722 | -0.15% |
| SURฤฐYE LฤฐRASI | 0.3819 | 0.3838 | -0.02% |
| BAHREYN DฤฐNARI | 123.576 | 124.196 | -0.01% |
| HฤฐNDฤฐSTAN RUPฤฐSฤฐ | 0.4885 | 0.491 | 0.1% |
| ฤฐSVEร KRONU | 4.8323 | 4.8565 | -0.18% |
| GรNEY KORE WONU | 0.0305 | 0.0307 | 0.14% |
| AVUSTRALYA DOLARI | 32.3439 | 32.506 | -0.19% |
| KUVEYT DฤฐNARI | 150.3574 | 151.1111 | 0.09% |
| SฤฐNGAPUR DOLARI | 36.0437 | 36.2243 | 0% |
| Ad | Alฤฑล โบ | Satฤฑล โบ | Dฤล.% |
|---|---|---|---|
| EURO/DOLAR | 1.1427 | 1.1428 | -0.12% |
| DOLAR/ฤฐSVฤฐรRE FRANKI | 0.8061 | 0.8064 | 0.14% |
| DOLAR/รฤฐN YUANI | 6.8016 | 6.8024 | 0.11% |
| DOLAR/KANADA DOLARI | 1.4215 | 1.4218 | 0.07% |
| DOLAR/NORVEร KRONU | 9.7824 | 9.7863 | -0.01% |
| EURO/ฤฐSVEร KRONU | 11.0162 | 11.0189 | 0.05% |
| DOLAR/AFRฤฐKA RANDI | 16.2387 | 16.2428 | 0.25% |
| STERLฤฐN/YENฤฐ ZELANDA DOLARI | 2.3501 | 2.3506 | 0.08% |
| AVUSTRALYA DOLARI/ฤฐSVฤฐรRE FRANKI | 0.5597 | 0.5599 | -0.05% |
| AVUSTRALYA DOLARI/DOLAR | 0.6942 | 0.6944 | -0.19% |
| Ad | Alฤฑล โบ | Satฤฑล โบ | Dฤล.% |
|---|---|---|---|
| Euro | 53.3716 | 53.4677 | -0.05% |
| Euro / ABD Dolarฤฑ | 1.142 | 1.142 | -0.26% |
| Gรผrcistan Larisi | 17.7662 | 17.7662 | 0.26% |
| Suriye Lirasฤฑ | 0.3834 | 0.3834 | -5.08% |
| ฤฐngiliz Sterlini / ABD Dolarฤฑ | 1.334 | 1.334 | -0.16% |
| S.ARABฤฐSTAN RฤฐYALฤฐ | 12.4457 | 12.4681 | 0.2% |
| Yeni ฤฐsrail ลekeli | 15.5234 | 15.5234 | -0.32% |
| Gรผney Kore Wonu | 0.0303 | 0.0307 | 0.1% |
| Peru Yeni Solu | 13.7357 | 13.7357 | 0.14% |
Canlฤฑ Altฤฑn Fiyatlarฤฑ
| Ad | Satฤฑล โบ | Dฤล.% |
|---|---|---|
| ALTIN/ONS ($) | 4126.24 | -0.93% |
| SPOT ALTIN GRAM (TL) | 6219.32 | -0.8% |
| GRAM ALTIN SERBEST P. | 6234.26 | 0% |
| SPOT GรMรล GRAM (TL) | 92.16 | -1.37% |
| KรLรE ALTIN (DOLAR) | 132800.00 | -1.04% |
| HAS ALTIN GRAM (TL) | 6188.29 | -0.8% |
| SPOT ALTIN KG (TL) | 132114.00 | -0.85% |
| CUMHURฤฐYET ALTINI (TL) | 42049.00 | -0.9% |
| GรMรล/ONS ($) | 61.09 | -1.58% |
| Ad | Satฤฑล โบ | Dฤล.% |
|---|---|---|
| รEYREK ALTIN (TL) | 10193.01 | 0% |
| ATA ALTIN (TL) | 42143.59 | 0% |
| GREMSE ALTIN (TL) | 101930.13 | 0% |
| KรLรE ALTIN (โฌ) | 116362.00 | 0% |
| ฤฐKฤฐ BUรUK ALTIN SERBEST P. | 101244.37 | 0% |
| YARIM ALTIN (TL) | 20386.03 | 0% |
| BEลLฤฐ ALTIN SERBEST P. | 205730.55 | 0% |
