The speaker scrutinizes the negative divergence in the transportation index and increasing cost pressures as geopolitical risks rise.

The speaker examines the performance expectations of the transportation sector, which the market has previously ignored, for the second and third quarters of the year.

The correction movement in maritime freight rates and the effects of geopolitical uncertainties for 2026 on the sector are examined.

The speaker analyzes the positive impact of the drop in oil prices on sector margins and the healthy uptrend in the stocks.

The speaker analyzes the competitive position of air transport compared to road transport due to falling oil prices and cost advantages.

The speaker examines rising costs in the road transport sector and sectoral contraction expectations for 2026.

Despite the increase in passenger traffic numbers and falling jet fuel costs, the pressure of geopolitical risks on pricing is examined.

The speaker indicates that the shift to BIST 30 and BIST 50 stocks will increase in 2026, with the transportation sector potentially diverging positively.

The speaker notes that this sector will be among the top three choices along with banking and REITs.