Koc Holding (KCHOL)
Stocks
Buy
The speaker evaluates the holding's discounted structure and the reflection of its subsidiary portfolio on multiples.
Tunç Şatıroğlu51d
* Does not constitute investment advice
Yükleniyor...
Yükleniyor...
How recommendation distribution changed over time
Covered by 5 analysts
Analysts are largely in agreement
Last evaluation 51+ days ago - stale data
Both buy and sell recommendations exist
Decreasing interest recently
Chronological view of analyst recommendations for this asset
The speaker evaluates the holding's discounted structure and the reflection of its subsidiary portfolio on multiples.
Kanal FinansThe speaker evaluates Koç Holding's 2025 financial results and the share of automotive subsidiaries within the holding on overall profitability.
Barış SoydanEvaluates high-volume buying in holding stocks and the role of liquidity advantage in fund preferences.
BloombergHTThe speaker analyzes the massive purchases by institutional investors and money inflows into the stock.
FİNANS VE BORSAThe speaker examines Koç Holding's better-than-expected financial results and the key items supporting profitability.
BloombergHTThe speaker evaluates the Q4 financial results that exceeded expectations, the net asset value discount, and the updated target prices from institutions.
BloombergHTThe speaker evaluates the holding's latest quarterly financial results, the net profit figure coming in above expectations, and the contribution of the automotive and energy segments to the balance sheet.
BloombergHTThe holding's expected Q4 financial results and subsidiary contributions are evaluated.
BloombergHTAnalysts' expectations of a contraction in net profit compared to the 3rd quarter prior to the earnings release and potential effects on the stock are discussed.
BloombergHTThe speaker interprets the holding's position among foreign investors and expectations ahead of the earnings release tonight.
BloombergHTExpectations regarding the financial results of Koc Holding, which stands out in the earnings calendar, are discussed.
BloombergHTThe speaker evaluates institutional sales and capital outflows in the stock based on brokerage data.
FİNANS VE BORSAThe speaker examines the discount in holding companies and the potential effects of foreign inflows.
BloombergHTAmong holding companies, Koç Holding is analyzed as exhibiting strong price performance and its market position is being evaluated.
BloombergHTThe speaker examines the holding's current market pricing by comparing it with nominal values from 1.5 years ago to assess the discount in real terms.
CNBC-eThe speaker analyzes the holding's growth strategy and portfolio management in the healthcare, biotechnology, and marina sectors.
BloombergHTThe speaker evaluates the holding's combined revenue exceeding $100 billion, its constitution of 7% of Turkey's GDP and exports, its position as the only Turkish company in the Fortune 500, and the impact of digital transformation on financial results.
CNBC-eThe speaker analyzes the holding's dynamic portfolio management strategy, new acquisitions in the healthcare sector, and growth areas diversified through marina investments.
BloombergHTThe analyst evaluates the holding's discount to Net Asset Value (NAV) and its potential from a "value investing" perspective.
BloombergHTThe analyst examines the effects of holdings' portfolio structures on risk distribution.
BloombergHTThe speaker evaluates the holding's discounted structure and the reflection of its subsidiary portfolio on multiples.
* Does not constitute investment advice
The speaker evaluates Koç Holding's 2025 financial results and the share of automotive subsidiaries within the holding on overall profitability.
* Does not constitute investment advice
Evaluates high-volume buying in holding stocks and the role of liquidity advantage in fund preferences.
* Does not constitute investment advice
The speaker analyzes the massive purchases by institutional investors and money inflows into the stock.
* Does not constitute investment advice
The speaker examines Koç Holding's better-than-expected financial results and the key items supporting profitability.
* Does not constitute investment advice
The speaker evaluates the Q4 financial results that exceeded expectations, the net asset value discount, and the updated target prices from institutions.
* Does not constitute investment advice
The speaker evaluates the holding's latest quarterly financial results, the net profit figure coming in above expectations, and the contribution of the automotive and energy segments to the balance sheet.
* Does not constitute investment advice
The holding's expected Q4 financial results and subsidiary contributions are evaluated.
* Does not constitute investment advice
Analysts' expectations of a contraction in net profit compared to the 3rd quarter prior to the earnings release and potential effects on the stock are discussed.
* Does not constitute investment advice
The speaker interprets the holding's position among foreign investors and expectations ahead of the earnings release tonight.
* Does not constitute investment advice
Expectations regarding the financial results of Koc Holding, which stands out in the earnings calendar, are discussed.
* Does not constitute investment advice
The speaker evaluates institutional sales and capital outflows in the stock based on brokerage data.
* Does not constitute investment advice
The speaker examines the discount in holding companies and the potential effects of foreign inflows.
* Does not constitute investment advice
Among holding companies, Koç Holding is analyzed as exhibiting strong price performance and its market position is being evaluated.
* Does not constitute investment advice
The speaker examines the holding's current market pricing by comparing it with nominal values from 1.5 years ago to assess the discount in real terms.
* Does not constitute investment advice
The speaker analyzes the holding's growth strategy and portfolio management in the healthcare, biotechnology, and marina sectors.
* Does not constitute investment advice
The speaker evaluates the holding's combined revenue exceeding $100 billion, its constitution of 7% of Turkey's GDP and exports, its position as the only Turkish company in the Fortune 500, and the impact of digital transformation on financial results.
* Does not constitute investment advice
The speaker analyzes the holding's dynamic portfolio management strategy, new acquisitions in the healthcare sector, and growth areas diversified through marina investments.
* Does not constitute investment advice
The analyst evaluates the holding's discount to Net Asset Value (NAV) and its potential from a "value investing" perspective.
* Does not constitute investment advice
The analyst examines the effects of holdings' portfolio structures on risk distribution.
* Does not constitute investment advice