Capital Goods Turkish Community

Yeo Teknoloji, güneş ve rüzgar projeleri kurmanın ötesine geçip kendi enerji depolama ürünlerini üreterek daha “teknoloji odaklı” bir şirkete dönüşmeye çalışıyor. Bu büyüme hamlesi cazip görünse de artan borç yükü ve yüksek faiz ortamı kısa vadede işi zorlaştırabilir.Read more

The key pillars supporting our investment thesis are as follows: Record Order Balance and Revenue Visibility: The company's order balance of US$786 million, reached as of the third quarter of 2025, largely secures its revenue stream for the next 12-18 months. The fact that 81% of this balance consists overwhelmingly of high-value-added power transformers supports the sustainability of margin quality.Read more

Corporate Profile and Operational Implications of Koç Holding Synergy Founded in 1963 with the aim of producing Türkiye's first intercity buses, Otokar has today transformed into a technology and industrial enterprise that develops, designs, and exports products with entirely its own intellectual property rights to more than 75 countries on 5 continents. The company's modern 555,000 m² production facility in Sakarya offers a high-capacity and flexible production infrastructure for both commercial vehicles and armored platforms for the defense industry.Read more

ASELSAN sits at the center of Turkey’s push to build more of its own defense technology, supplying everything from communications gear to advanced sensing systems. Its close ties to the armed forces, growing export reach, and heavy focus on research could drive further growth—but that same national importance can also shape how the business is run.Read more

Sisecam is trying to smooth out the ups and downs of Turkey’s economy by growing its glass business across Europe, Russia, and India while upgrading capacity at home. The upside is better pricing power and leaner operations, but inflation rules, a weakening local currency, high debt, and shaky European demand could still weigh on results.Read more

Koç Holding earns money from everything from cars to home appliances, and a growing slice of its sales comes from outside Turkey—so it could benefit if overseas demand improves. But the story depends on Turkey’s economy and competition at home, which could squeeze profits if conditions stay tough.Read more

Türkiye Şişe ve Cam Fabrikaları makes glass for everyday products, but rising energy and labor costs and a weak currency could keep squeezing profits. Add in new lightweight packaging options and tough rules abroad, and the company may struggle to hold onto demand while funding the heavy spending its factories require.Read more

Key Takeaways Capacity expansions and geographic diversification are expected to drive significant, above-consensus revenue and margin growth, especially in emerging and reconstructing markets. Vertically integrated operations, sustainability leadership, and innovation in specialty glass position Sisecam for durable pricing power, cost advantage, and long-term earnings improvement.Read more

Catalysts About AG Anadolu Grubu Holding AG Anadolu Grubu Holding is a diversified holding company with core operations in retail, soft drinks, beer, mobility and agri, energy and industry across Turkiye and international markets. What are the underlying business or industry changes driving this perspective?Read more