Transportation Turkish Community
Our community narratives are driven by numbers and valuation.
Transportation Turkish Investing Ideas
TAV Havalimanlari Holding will soar with €2.5 billion investments fueling future growth
Key Investment Theses: TAV Airports Holding is approaching the end of one of the most intensive investment cycles in its history by 2025. This period of massive capital expenditure (CapEx), totaling over €2.5 billion, including capacity expansion at Antalya Airport, a new terminal building at Almaty Airport, and concession renewal investments at Ankara Esenboğa, has transformed the company into an asset platform that will generate cash for decades to come.Read more
Operational And Geopolitical Risks Will Challenge Airlines Yet Spur Resilience
Key Takeaways Geopolitical instability, volatile demand, and currency risks threaten long-term earnings visibility and profitability despite growing passenger traffic and digital initiatives. Ambitious fleet expansion and increased competition heighten financial risk and operating costs, while industry changes pressure key revenue segments and margin growth.Read more
Almaty Tariff Uplift And Ankara Concession Will Support Steady Long Term Earnings Quality
Catalysts About TAV Havalimanlari Holding TAV Havalimanlari Holding operates a portfolio of airports and related services such as ground handling, duty free, lounges and food and beverage across Turkey and several international markets. What are the underlying business or industry changes driving this perspective?Read more
Almaty And Antalya Expansion Will Reshape Long Term Airport Earnings Profile
Catalysts About TAV Havalimanlari Holding TAV Havalimanlari Holding operates a portfolio of airports and related services, including aviation, duty free, food and beverage, ground handling and lounges across Turkey and several international markets. What are the underlying business or industry changes driving this perspective?Read more
Digitalization And Hub Connectivity Will Accelerate Air Travel Growth
Key Takeaways Fleet expansion, digitalization, and integrated travel offerings could drive top-line growth, margin improvements, and earnings quality beyond current expectations. Investment in technical services, sustainability, and new partnerships positions the company for long-term high-margin revenue streams and competitive ESG advantages.Read more
THYAO: Share Buyback Will Drive Future Value Despite Margin Pressure
Key Takeaways Expanding connectivity and increased demand in key growth regions support higher passenger volumes, boosting revenue and long-term market share. Diversification, fleet modernization, and disciplined capital policies enhance operational efficiency, stabilize earnings, and support sustained cash flow generation.Read more
