Capital Goods Turkish Community

Yeo, enerjiyi teknolojiyle birleştiren bir mühendislik ve EPC şirketidir. Şirketin büyüme stratejisi bu kollarda ilerliyor: EPC ve Küresel Projeler: Güneş, rüzgar santralleri ve yüksek gerilim trafo merkezlerinin kurulumunda 30’dan fazla ülkede aktif rol alıyorlar.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

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

Key Takeaways Rising costs, currency risks, and capital intensity threaten profitability and financial flexibility, despite efforts to improve efficiency and expand exports. Competition from alternative packaging and shifting regulations could erode glass's market share, limiting long-term growth opportunities.Read more

Key Takeaways International revenue and strong cash reserves position Koç Holding for potential growth if global markets and strategic investments strengthen. Strong performance in the auto segment and consumer durables indicate revenue growth opportunities, supported by strategic acquisitions and export sales.Read more

Key Takeaways Strategic capacity enhancements and geographic diversification may stabilize revenues and increase production efficiency amidst economic fluctuations. New pricing strategies and operational efficiencies could improve margins and strengthen profitability and free cash flow.Read more