Stock Analysis

  • Economy,  Research,  Stock Analysis

    Şişecam 2023/q3

    Türkiye Şişe ve Cam Fabrikaları A.Ş. was founded in 1935 by İş Bank and currently consists of a holding company with 57 subsidiaries, 1 joint venture (Rudnik Krecnjaka Vijenac D.O.O.), 2 associates (Saint Gobain Glass Egypt S.A.E and Solvay Sisecam Holding AG) and 2 joint activities (Pacific Soda LLC and Stockton Soda Ash Port LLC). Şişecam is among the world’s most prestigious manufacturers and with its 88 years of corporate history, it has a considerable experience and high degree of specialisation. As a global company Şişecam has production activities spanning 14 countries on 4 continents, and sales in more than 150 countries. Following the merger, which was completed as of…

  • Economy,  Stock Analysis

    Arçelik Stock Buyback

    (Please click to read the Thread in Turkish)Arçelik A.S. is a Turkey-based multinational manufacturer of home appliances, including white goods like refrigerators, washing machines, and ovens as well as electronics. Arçelik was founded in 1955 and currently with its 12 different brands, 30 production facilities and 45.000 employees worldwide it is a leading company in Turkey and Europe. With its 82 subsidiaries in 53 countries and 29 R&D and design centers and offices Arçelik is a global actor in its sector. As a part of valuation studies, I have previously updated Prof. Aswath Damodaran’s work and shared my notes in Turkish at this post. And since then I have investments…

  • Economy,  Stock Analysis

    ŞİŞECAM 2023/q2

    Thread in TurkishTürkiye Şişe ve Cam Fabrikaları A.Ş. was founded in 1935 by İş Bank and currently consists of a holding company with 57 subsidiaries, 1 joint venture (Rudnik Krecnjaka Vijenac D.O.O.), 2 associates (Saint Gobain Glass Egypt S.A.E and Solvay Sisecam Holding AG) and 2 joint activity (Pacific Soda LLC and Denmar US LLC). Şişecam is among the world’s most prestigious manufacturers and with its 88 years of corporate history, it has a considerable experience and high degree of specialisation. As a global company Şişecam has production activities spanning 14 countries on 4 continents, and sales in more than 150 countries. Following the merger, which was completed as of…

  • Economy,  Stock Analysis

    Şişecam Stock Buyback

    (Please click to read the Thread in Turkish)Türkiye Şişe ve Cam Fabrikaları A.Ş. was founded in 1936 by İş Bank and currently consists of a holding company with 57 subsidiaries, 1 joint venture 2 associates and 1 joint activity. Şişecam is among the world’s most prestigious manufacturers and with its 87 years of corporate history, it has a considerable experience and high degree of specialisation. As a global company, Şişecam has production activities spanning 14 countries on 4 continents, and sales in more than 150 countries. For further reading, analysis and valuation reports you can click the links below the page, but following this brief introduction, let me cover now…

  • Economy,  Research,  Stock Analysis

    Risk Değerleri 2023/2

    Profesör Aswath Damodaran yıl başında ve yıl ortasında olmak üzere, küresel ölçekte hisse ve ülke riskleri yanında ülke kredi notları ve temerrüt riski farkları için verileri yılda iki kere paylaşmaktadır. Kişisel değerlendirmesini de içeren makaleleri okumak benim için keyifli ve yatırımlarım açısından da önemli bir girdidir. Bu makalelere değinerek Damodaran Hoca’nın yazısının ardından hem kısa bir özet hazırlıyor hem de Türkiye, Almanya ve ABD için verileri kendi sayfamda Türkçe olarak sizlere de sunuyorum. 2023 yılının ikinci yarısına ilişkin yazıya geçmeden önce, kavramlar üzerine kısaca bilgi edinmek ve önceki değerlere ulaşmak isteyenler için geçmiş yazılarımın bağlantılarını bırakıyorum: – Risk Değerleri 2023/1– Risk Değerleri 2022/2– Risk Değerleri 2022/1– Ratings & Default Spreads…