Turkish (BIST) Luxury Industry Analysis
UpdatedApr 27, 2024
DataAggregated Company Financials
Companies28
- 7D7.3%
- 3M21.5%
- 1Y104.4%
- YTD24.7%
Mavi Giyim Sanayi ve Ticaret is up 10%, leading the way for the Luxury industry, which has gained 7.3%. In the same time, Isiklar Enerji ve Yapi Holding was down 6.9%. This means that the industry has gained 104% over the past year. Looking forward, earnings are forecast to grow by 33% 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 |
|---|---|---|---|---|---|---|
| Sat, 27 Apr 2024 | ₺178.4b | ₺98.4b | ₺11.0b | 19.4x | 16.2x | 1.8x |
| Mon, 25 Mar 2024 | ₺158.0b | ₺93.5b | ₺11.1b | 17.2x | 14.2x | 1.7x |
| Wed, 21 Feb 2024 | ₺164.4b | ₺84.7b | ₺11.8b | 16.3x | 13.9x | 1.9x |
| Fri, 19 Jan 2024 | ₺140.9b | ₺78.2b | ₺13.2b | 11.3x | 10.7x | 1.8x |
| Sun, 17 Dec 2023 | ₺143.6b | ₺78.2b | ₺13.2b | 10.7x | 10.9x | 1.8x |
| Tue, 14 Nov 2023 | ₺145.4b | ₺75.7b | ₺12.6b | 11.8x | 11.5x | 1.9x |
| Thu, 12 Oct 2023 | ₺146.5b | ₺71.1b | ₺11.9b | 14.6x | 12.3x | 2.1x |
| Sat, 09 Sep 2023 | ₺140.9b | ₺68.9b | ₺11.7b | 14.8x | 12x | 2x |
| Mon, 07 Aug 2023 | ₺119.2b | ₺67.5b | ₺11.0b | 14.2x | 10.8x | 1.8x |
| Wed, 05 Jul 2023 | ₺100.5b | ₺67.4b | ₺11.0b | 9.8x | 9.1x | 1.5x |
| Fri, 02 Jun 2023 | ₺85.0b | ₺64.7b | ₺10.7b | 8.6x | 7.9x | 1.3x |
| Sun, 30 Apr 2023 | ₺86.7b | ₺61.9b | ₺11.3b | 8.2x | 7.7x | 1.4x |
| Tue, 28 Mar 2023 | ₺95.3b | ₺61.7b | ₺11.4b | 8.9x | 8.4x | 1.5x |
| Thu, 23 Feb 2023 | ₺89.9b | ₺56.0b | ₺9.2b | 10x | 9.8x | 1.6x |
| Sat, 21 Jan 2023 | ₺100.4b | ₺54.1b | ₺8.1b | 10.8x | 12.4x | 1.9x |
| Mon, 19 Dec 2022 | ₺112.0b | ₺54.1b | ₺8.1b | 12.8x | 13.8x | 2.1x |
| Wed, 16 Nov 2022 | ₺90.0b | ₺51.1b | ₺7.4b | 10.2x | 12.1x | 1.8x |
| Fri, 14 Oct 2022 | ₺72.6b | ₺45.0b | ₺6.3b | 8.9x | 11.6x | 1.6x |
| Sun, 11 Sep 2022 | ₺63.2b | ₺43.2b | ₺5.8b | 10.6x | 10.9x | 1.5x |
| Tue, 09 Aug 2022 | ₺59.5b | ₺36.7b | ₺5.0b | 11x | 12x | 1.6x |
| Thu, 07 Jul 2022 | ₺47.3b | ₺32.4b | ₺4.4b | 8.1x | 10.8x | 1.5x |
| Sat, 04 Jun 2022 | ₺47.0b | ₺31.3b | ₺4.1b | 8.7x | 11.5x | 1.5x |
| Mon, 02 May 2022 | ₺38.1b | ₺26.5b | ₺3.1b | 10.8x | 12.3x | 1.4x |
| Wed, 30 Mar 2022 | ₺35.4b | ₺25.6b | ₺3.0b | 10.8x | 11.9x | 1.4x |
| Fri, 25 Feb 2022 | ₺29.1b | ₺22.6b | ₺2.6b | 12.7x | 11.2x | 1.3x |
| Sun, 23 Jan 2022 | ₺30.4b | ₺20.9b | ₺2.2b | 15.1x | 13.7x | 1.5x |
| Tue, 21 Dec 2021 | ₺31.9b | ₺20.9b | ₺2.2b | 15x | 14.3x | 1.5x |
| Thu, 18 Nov 2021 | ₺25.7b | ₺20.3b | ₺2.2b | 15x | 12x | 1.3x |
| Sat, 16 Oct 2021 | ₺24.0b | ₺18.2b | ₺1.8b | 17.4x | 13x | 1.3x |
| Mon, 13 Sep 2021 | ₺24.2b | ₺18.2b | ₺1.8b | 17.9x | 13.1x | 1.3x |
| Wed, 11 Aug 2021 | ₺23.4b | ₺17.7b | ₺1.7b | 19.2x | 13.5x | 1.3x |
| Sun, 06 Jun 2021 | ₺23.2b | ₺15.1b | ₺1.1b | 26.3x | 20.8x | 1.5x |
Price to Earnings Ratio
21.3x
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 16.2x which is higher than its 3-year average PE of 13.7x.
- The industry is trading close to its 3-year average PS ratio of 1.8x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have grown 115% per year over the last three years.
- Revenues for these companies have grown 87% 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 | 3.05% | |
| Consumer Discretionary | 1.95% | |
| Luxury | 7.29% | |
| Textiles | 7.59% | |
| Apparel, Accessories and Luxury Goods | 6.82% | |
| Footwear | 0% | |
Industry PE
- Investors are most optimistic about the Textiles industry which is trading above its 3-year average PE ratio of 13.8x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Apparel, Accessories and Luxury Goods industry, which is trading below its 3-year average of 17.1x.
Forecasted Growth
- Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 33% over the next 5 years.
- However this is lower than its past earnings growth rate of 94% per year.
- In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 33% 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 | |
|---|---|---|---|---|---|
| MAVI Mavi Giyim Sanayi ve Ticaret | ₺88.70 | 10.2% +₺3.3b | 238.2% | PE19.8x | |
| AKSA Aksa Akrilik Kimya Sanayii | ₺113.10 | 8.6% +₺2.9b | 72.3% | PE22.2x | |
| SNPAM Sönmez Pamuklu Sanayii | ₺99.70 | 16.3% +₺1.8b | 758.0% | PE143.8x | |
| SONME Sönmez Filament Sentetik Iplik ve Elyaf Sanayi | ₺98.75 | 16.9% +₺1.1b | 244.1% | PE349x | |
| VAKKO Vakko Tekstil ve Hazir Giyim Sanayi Isletmeleri | ₺90.50 | 7.7% +₺1.0b | 73.9% | PE9.5x |