Arçelik (ARCLK)
The speaker examines the contract signed regarding the sale of the company's shares in Koç Finansman to Ford Otomotiv and the expected financial effects.
* Does not constitute investment advice
Yükleniyor...
How recommendation distribution changed over time
Covered by 5 analysts
Significant disagreement among analysts
Last evaluation 34+ days ago - stale data
Both buy and sell recommendations exist
Decreasing interest recently
Chronological view of analyst recommendations for this asset
The speaker examines the contract signed regarding the sale of the company's shares in Koç Finansman to Ford Otomotiv and the expected financial effects.
BloombergHTThe speaker evaluates Arçelik as a positive investment option among stocks for which brokerage firms announced target prices.
FİNANS VE BORSADefining the company's released balance sheet as a disaster, the speaker analyzes that industrial companies are experiencing severe erosion in profit margins due to high costs and the suppressed exchange rate.
BloombergHTThe speaker examines the growth trend in the Indian market and the technological and market access advantages provided to the company by the ongoing partnership with the Tata Group.
BloombergHTThe speaker examines the effects of commodity price recovery on industrial companies like Arçelik and their potential impact on financial statements. He comments that 'the toughest periods seem to be over.'
BloombergHTThe speaker examines Arçelik, a company exporting to the Eurozone. Its potential is evaluated due to its current correction levels and "bottomed-out" structure. However, cyclical risks due to Eurozone growth concerns are also addressed. The importance of the Q4 2025 financial report is emphasized. Appropriate support levels are reviewed.
FİNANS VE BORSAThe speaker examines the contract signed regarding the sale of the company's shares in Koç Finansman to Ford Otomotiv and the expected financial effects.
* Does not constitute investment advice
The speaker evaluates Arçelik as a positive investment option among stocks for which brokerage firms announced target prices.
* Does not constitute investment advice
Defining the company's released balance sheet as a disaster, the speaker analyzes that industrial companies are experiencing severe erosion in profit margins due to high costs and the suppressed exchange rate.
* Does not constitute investment advice
The speaker examines the growth trend in the Indian market and the technological and market access advantages provided to the company by the ongoing partnership with the Tata Group.
* Does not constitute investment advice
The speaker examines the effects of commodity price recovery on industrial companies like Arçelik and their potential impact on financial statements. He comments that 'the toughest periods seem to be over.'
* Does not constitute investment advice
The speaker examines Arçelik, a company exporting to the Eurozone. Its potential is evaluated due to its current correction levels and "bottomed-out" structure. However, cyclical risks due to Eurozone growth concerns are also addressed. The importance of the Q4 2025 financial report is emphasized. Appropriate support levels are reviewed.
* Does not constitute investment advice
Analysis is not available.
* Does not constitute investment advice
Analysis is not available.
* Does not constitute investment advice
Analysis is not available.
* Does not constitute investment advice
Analysis is not available.
* Does not constitute investment advice