Capital Goods Turkish Community

Key aspects of ASELSAN Foundation and ownership: The Turkish Armed Forces Foundation created it, and it still maintains a majority stake (around 74-75%) in the company. ASELSAN was publicly listed on the Istanbul Stock Exchange (Borsa Istanbul) in 1990.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

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 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