Have your own idea? Try our Stock Screener
Turkish (BIST) Luxury Industry Analysis
UpdatedJan 31, 2025
DataAggregated Company Financials
Companies29
- 7D-2.0%
- 3M11.7%
- 1Y12.8%
- YTD-9.2%
Over the last 7 days, the Luxury industry has dropped 1.6%, driven by pullbacks in Mavi Giyim Sanayi ve Ticaret and Isiklar Enerji ve Yapi Holding of 3.4% and 14%, respectively. On the other hand Aksa Akrilik Kimya Sanayii is actually up 6.2%. Over the past 12 months, the industry was up 16%. Looking forward, earnings are forecast to grow by 16% annually.
Industry Valuation and Performance
Has the Turkish Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 31 Jan 2025 | ₺172.3b | ₺104.9b | ₺8.8b | 23.9x | 19.6x | 1.6x |
| Sun, 29 Dec 2024 | ₺187.2b | ₺104.7b | ₺9.0b | 22.4x | 20.7x | 1.8x |
| Tue, 26 Nov 2024 | ₺170.2b | ₺106.4b | ₺8.4b | 24.4x | 20.3x | 1.6x |
| Thu, 24 Oct 2024 | ₺153.9b | ₺109.2b | ₺12.2b | 15x | 12.6x | 1.4x |
| Sat, 21 Sep 2024 | ₺176.1b | ₺113.1b | ₺11.0b | 15.3x | 16x | 1.6x |
| Mon, 19 Aug 2024 | ₺185.5b | ₺110.9b | ₺12.1b | 14.1x | 15.3x | 1.7x |
| Wed, 17 Jul 2024 | ₺219.0b | ₺111.7b | ₺11.8b | 11.5x | 18.5x | 2x |
| Fri, 14 Jun 2024 | ₺185.5b | ₺109.2b | ₺11.1b | 11.6x | 16.7x | 1.7x |
| Sun, 12 May 2024 | ₺223.2b | ₺124.6b | ₺12.9b | 15.4x | 17.3x | 1.8x |
| Tue, 09 Apr 2024 | ₺163.0b | ₺96.8b | ₺11.2b | 18.2x | 14.6x | 1.7x |
| Thu, 07 Mar 2024 | ₺162.2b | ₺84.7b | ₺11.8b | 16.3x | 13.7x | 1.9x |
| Sat, 03 Feb 2024 | ₺154.8b | ₺78.3b | ₺13.2b | 13x | 11.7x | 2x |
| Mon, 01 Jan 2024 | ₺145.3b | ₺78.2b | ₺13.2b | 10.5x | 11x | 1.9x |
| Wed, 29 Nov 2023 | ₺153.8b | ₺75.7b | ₺12.6b | 12.4x | 12.2x | 2x |
| Fri, 27 Oct 2023 | ₺133.5b | ₺71.1b | ₺11.9b | 14x | 11.2x | 1.9x |
| Sun, 24 Sep 2023 | ₺141.6b | ₺71.1b | ₺11.9b | 14.8x | 11.9x | 2x |
| Tue, 22 Aug 2023 | ₺121.4b | ₺69.2b | ₺11.4b | 13.5x | 10.7x | 1.8x |
| Thu, 20 Jul 2023 | ₺110.9b | ₺67.4b | ₺11.0b | 12.1x | 10.1x | 1.6x |
| Sat, 17 Jun 2023 | ₺87.6b | ₺66.8b | ₺10.9b | 9.2x | 8x | 1.3x |
| Mon, 15 May 2023 | ₺81.1b | ₺64.8b | ₺11.0b | 7.4x | 7.4x | 1.3x |
| Wed, 12 Apr 2023 | ₺94.0b | ₺61.7b | ₺11.4b | 8.9x | 8.3x | 1.5x |
| Fri, 10 Mar 2023 | ₺98.3b | ₺58.8b | ₺10.1b | 9.4x | 9.7x | 1.7x |
| Sun, 05 Feb 2023 | ₺91.2b | ₺54.5b | ₺8.1b | 10.3x | 11.2x | 1.7x |
| Tue, 03 Jan 2023 | ₺112.6b | ₺54.1b | ₺8.1b | 12.2x | 13.9x | 2.1x |
| Thu, 01 Dec 2022 | ₺105.5b | ₺52.4b | ₺7.8b | 12.2x | 13.5x | 2x |
| Sat, 29 Oct 2022 | ₺78.3b | ₺45.3b | ₺6.3b | 11.1x | 12.5x | 1.7x |
| Mon, 26 Sep 2022 | ₺65.3b | ₺45.0b | ₺6.3b | 8.9x | 10.4x | 1.5x |
| Wed, 24 Aug 2022 | ₺60.4b | ₺43.0b | ₺5.8b | 10.5x | 10.5x | 1.4x |
| Fri, 22 Jul 2022 | ₺55.0b | ₺36.5b | ₺4.9b | 9.7x | 11.3x | 1.5x |
| Sun, 19 Jun 2022 | ₺47.7b | ₺32.4b | ₺4.4b | 8.9x | 10.9x | 1.5x |
| Tue, 17 May 2022 | ₺37.5b | ₺31.2b | ₺4.1b | 9.2x | 9.2x | 1.2x |
| Thu, 14 Apr 2022 | ₺38.1b | ₺25.6b | ₺3.0b | 11.4x | 12.8x | 1.5x |
| Sat, 12 Mar 2022 | ₺30.4b | ₺24.0b | ₺2.7b | 11.9x | 11.4x | 1.3x |
| Mon, 07 Feb 2022 | ₺29.1b | ₺20.9b | ₺2.2b | 16.2x | 13.1x | 1.4x |
Price to Earnings Ratio
13.1x
Current Industry PE
- Investors are optimistic on the Turkish Luxury industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 19.6x which is higher than its 3-year average PE of 13.9x.
- The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have grown 58% per year over the last three years.
- Revenues for these companies have grown 71% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Turkish Consumer Discretionary industry?
| TR Market | -1.57% | |
| Consumer Discretionary | -1.92% | |
| Luxury | -2.00% | |
| Footwear | 0% | 0 |
| Textiles | -1.04% | |
| Apparel, Accessories and Luxury Goods | -3.44% | |
Industry PE
- Investors are most optimistic about the Textiles industry which is trading above its 3-year average PE ratio of 15.1x.
- Analysts are expecting annual earnings growth of 2.7%, which is higher than its past year's earnings decline of 6.6% per year.
- Investors are most pessimistic about the Apparel, Accessories and Luxury Goods industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 12.1x.
Forecasted Growth
- Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 28% over the next 5 years.
- This is better than its past earnings decline of 38% per year.
- In contrast, the Textiles industry is expected to see its earnings grow by 2.7% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AKSA Aksa Akrilik Kimya Sanayii | ₺11.32 | 6.3% +₺2.6b | 43.4% | PE15.8x | |
| DERHL Derluks Yatirim Holding Anonim Sirketi | ₺19.22 | 11.2% +₺380.8m | 73.3% | PE34.4x | |
| DIRIT Diriteks Dirilis Tekstil Sanayi ve Ticaret | ₺26.88 | 3.4% +₺9.4m | 52.2% | PE5.5x | |
| HATEK Hateks Hatay Tekstil Isletmeleri | ₺15.90 | 0.8% +₺7.6m | 19.5% | PS2.1x |