Arcelik (ARCLK)
Stocks
Sell
The speaker scrutinizes the production contraction in the white goods sector and the balance sheet performances of companies.
Barış Soydan18d
* Does not constitute investment advice
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How recommendation distribution changed over time
Covered by 5 analysts
Significant disagreement among analysts
Last evaluation 18 days ago
Both buy and sell recommendations exist
Decreasing interest recently
Chronological view of analyst recommendations for this asset
The speaker scrutinizes the production contraction in the white goods sector and the balance sheet performances of companies.
Barış SoydanScrutinizes financing costs in the durable consumer goods sector and the company's balance sheet performance.
Barış SoydanThe speaker examines the loss figures in the company's latest balance sheet and the decline in revenue alongside the sectoral outlook.
Barış SoydanThe speaker scrutinizes stock price volatility in the white goods sector and the rise in the metal products index.
BloombergHTThe speaker comments on the strategic importance of Arcelik based on its expansion in global markets and its foreign currency income structure.
CNBC-eThe speaker evaluates the loss figure that exceeded expectations and the demand contraction and competitive conditions in the consumer durables sector.
BloombergHTThe speaker analyzes the loss situation seen in the company's financial results, which exceeded market expectations, specifically the negative divergence in the consumer durables segment.
BloombergHTYatırım Finansman's report examines factors such as Arçelik's better-than-expected loss declaration and improved indebtedness. The declining interest rate environment and profitability improvement are evaluated as supporting the company, with high upside potential highlighted.
BloombergHTThe presenter reports on Arçelik's Q4 financial results, the announced net loss figure, and the performance relative to market expectations.
BloombergHTThe speaker analyzes in detail the strong performance in EBITDA, revenue, and cash flow items and the improvement in debt ratios despite the net loss reported by the company.
Tuncay TurşucuThe speaker analyzes the company's medium-term outlook and potential based on the Eurozone's economic conjuncture and growth expectations.
FİNANS VE BORSAMarket expectations and developments to watch are conveyed ahead of the financial results of the company highlighting the earnings calendar.
BloombergHTThe speaker analyzes the shrinking domestic and foreign market volume in the white goods sector, rising cost items, and pressures on sector profitability.
BloombergHTThe speaker examines the potential repercussions of economic recovery signals in the Eurozone on export-oriented companies.
FİNANS VE BORSAThe analyst addresses the pressure on the stock caused by economic stagnation and growth issues in Europe, the company's main export market. It is stated that caution is needed until macroeconomic conditions improve.
FİNANS VE BORSAThe speaker analyzes that Deniz Investment shared its loss expectation for the 4th quarter (1.8 billion TRY) and that the outlook for the white goods sector has not improved yet.
BloombergHTThe speaker evaluates the stock's 60% premium in a short time and high price score as risk factors. While the 2025 dividend expectation is strong, the probability of a pullback to 71 TRY and 68 TRY supports is emphasized.
FİNANS VE BORSAThe speaker examines the company's alignment with global technology trends and the international recognition of its competencies in AI.
BloombergHTThe speaker evaluates the potential effects of the demand increase on the export-oriented company due to the European Central Bank entering a rate cut cycle. He interprets that the current technical downtrend has made the stock cheap and it carries recovery potential with 2026 expectations.
FİNANS VE BORSAThe speaker points out the ideal support band of the stock and examines the technical level.
FİNANS VE BORSAThe speaker scrutinizes the production contraction in the white goods sector and the balance sheet performances of companies.
* Does not constitute investment advice
Scrutinizes financing costs in the durable consumer goods sector and the company's balance sheet performance.
* Does not constitute investment advice
The speaker examines the loss figures in the company's latest balance sheet and the decline in revenue alongside the sectoral outlook.
* Does not constitute investment advice
The speaker scrutinizes stock price volatility in the white goods sector and the rise in the metal products index.
* Does not constitute investment advice
The speaker comments on the strategic importance of Arcelik based on its expansion in global markets and its foreign currency income structure.
* Does not constitute investment advice
The speaker evaluates the loss figure that exceeded expectations and the demand contraction and competitive conditions in the consumer durables sector.
* Does not constitute investment advice
The speaker analyzes the loss situation seen in the company's financial results, which exceeded market expectations, specifically the negative divergence in the consumer durables segment.
* Does not constitute investment advice
Yatırım Finansman's report examines factors such as Arçelik's better-than-expected loss declaration and improved indebtedness. The declining interest rate environment and profitability improvement are evaluated as supporting the company, with high upside potential highlighted.
* Does not constitute investment advice
The presenter reports on Arçelik's Q4 financial results, the announced net loss figure, and the performance relative to market expectations.
* Does not constitute investment advice
The speaker analyzes in detail the strong performance in EBITDA, revenue, and cash flow items and the improvement in debt ratios despite the net loss reported by the company.
* Does not constitute investment advice
The speaker analyzes the company's medium-term outlook and potential based on the Eurozone's economic conjuncture and growth expectations.
* Does not constitute investment advice
Market expectations and developments to watch are conveyed ahead of the financial results of the company highlighting the earnings calendar.
* Does not constitute investment advice
The speaker analyzes the shrinking domestic and foreign market volume in the white goods sector, rising cost items, and pressures on sector profitability.
* Does not constitute investment advice
The speaker examines the potential repercussions of economic recovery signals in the Eurozone on export-oriented companies.
* Does not constitute investment advice
The analyst addresses the pressure on the stock caused by economic stagnation and growth issues in Europe, the company's main export market. It is stated that caution is needed until macroeconomic conditions improve.
* Does not constitute investment advice
The speaker analyzes that Deniz Investment shared its loss expectation for the 4th quarter (1.8 billion TRY) and that the outlook for the white goods sector has not improved yet.
* Does not constitute investment advice
The speaker evaluates the stock's 60% premium in a short time and high price score as risk factors. While the 2025 dividend expectation is strong, the probability of a pullback to 71 TRY and 68 TRY supports is emphasized.
* Does not constitute investment advice
The speaker examines the company's alignment with global technology trends and the international recognition of its competencies in AI.
* Does not constitute investment advice
The speaker evaluates the potential effects of the demand increase on the export-oriented company due to the European Central Bank entering a rate cut cycle. He interprets that the current technical downtrend has made the stock cheap and it carries recovery potential with 2026 expectations.
* Does not constitute investment advice
The speaker points out the ideal support band of the stock and examines the technical level.
* Does not constitute investment advice