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ARAŞTIRMA 31 Temmuz 2012 – Takip Listesi

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ARAŞTIRMA 31 Temmuz 2012 – Takip Listesi ARAŞTIRMA 31 Temmuz 2012 – Takip Listesi TAKİP ETTİĞİMİZ HİSSE SENETLERİ 31/07/2012 Giriş Giriş Miktar Fiyatı Tutarı Beklenen Değişim Hisse Ad Son (TL) (Lot) Tutar (TL) (TL) (TL) Fiyat (TL) (%) AKENR Ak Enerji 2.12 23,362 49,527 2.14 49,995 3.00 -0.93 AKSA Aksa Akrilik 4.28 11,492 49,186 4.35 49,990 4.66 -1.61 AYGAZ Aygaz 8.02 6,158 49,387 8.12 50,003 9.50 -1.23 EKGYO Emlak G.Y.O. 2.39 21,552 51,509 2.32 50,001 2.80 3.02 EREGL Erdemir 1.97 20,576 40,535 2.43 50,000 2.56 -18.93 OTKAR Otokar 34.3 1,578 54,125 31.70 50,023 41.00 8.20 KARSN Karsan 1.22 42,733 52,134 1.17 49,998 1.44 4.27 MGROS Migros Ticaret 19.15 2,890 55,344 17.30 49,997 23.00 10.69 TRKCM Trakya Cam 2.11 22,727 47,955 2.20 50,000 2.60 -4.09 Nakit 63,916 Toplam 513,618 Değişimler - % Endekse Takip Endeks Takip Endeks Göre Nis-12 499,999 60,010 - - - May-12 446,716 55,099 -10.66 -8.18 -2.69 Haz-12 497,633 62,543 11.40 13.51 -1.86 Tem-12 513,618 64,259 3.21 2.74 0.46 • Temmuz ayı içinde Trakya Cam’da %15 oranında 2964 adet bedelsiz hisse senedi aldık. `Burada yer alan yatırım bilgi, yorum ve tavsiyeleri yatırım danışmanlığı kapsamında değildir. Yatırım danışmanlığı hizmeti; aracı kurumlar, portföy yönetim şirketleri, mevduat kabul etmeyen bankalar ile müşteri arasında imzalanacak yatırım danışmanlığı sözleşmesi çerçevesinde sunulmaktadır. Burada yer alan yorum ve tavsiyeler, yorum ve tavsiyede bulunanların kişisel görüşlerine dayanmaktadır. Bu görüşler, mali durumunuz ile risk ve getiri tercihlerinize uygun olmayabilir. Bu nedenle, sadece burada yer alan bilgilere dayanarak yatırım kararı verilmesi beklentilerinize uygun sonuçlar doğurmayabilir.` Tacirler Yatırım Menkul Değerler– Araştırma www.tacirler.com.tr B3 Kulesi Kat:9 Akmerkez Etiler Tel : 0212 3554646 ARAŞTIRMA 30 Nisan 2012 – Hisse Senetleri TAKİP ETTİĞİMİZ HİSSE SENETLERİ 30.04.2012 Giriş Son Miktar Tutar Fiyatı Giriş Tutarı Beklenen Değişim Hisse Ad (TL) (Lot) (TL) (TL) (TL) Fiyat (TL) (%) AKENR Ak Enerji 2.14 23362 49,995 2.14 49,995 3.00 0.00 AKSA Aksa Akrilik 4.35 11492 49,990 4.35 49,990 4.90 0.00 AYGAZ Aygaz 8.12 6158 50,003 8.12 50,003 9.50 0.00 EKGYO Emlak G.Y.O. 2.32 21552 50,001 2.32 50,001 2.80 0.00 EREGL Erdemir 2.43 20576 50,000 2.43 50,000 2.70 0.00 OTKAR Otokar 31.7 1578 50,023 31.70 50,023 41.00 0.00 KARSN Karsan 1.17 42733 49,998 1.17 49,998 1.44 0.00 MGROS Migros Ticaret 17.3 2890 49,997 17.30 49,997 23.00 0.00 THYAO Türk Hava Yolları 2.69 18585 49,994 2.69 49,994 3.40 0.00 TRKCM Trakya Cam 2.53 19763 50,000 2.53 50,000 3.00 0.00 Nakit Toplam 499,999 499,999 Ak Enerji : Aşırı satışta. Doğalgaz fiyatlarında orta vadede gerileme bekleniyor. 2012 ilk çeyreğinde kur farkından gelir yazması bekleniyor. Şartlar uygun olduğunda iptal edilen varlık satış programının yeniden gündeme gelmesi olasılık dahilinde. Aksa : Karbon elyaf işinde yüksek büyüme potansiyeli. Aksa ile Dow Chemical’ın iştiraki Dow Europe arasında karbon elyaf üretimi ve satışı konusunda ortak girişim şirketi kuruldu. Aygaz : Yüksek pazar payı. Kuvvetli mali yapı. Emlak Gayrimenkul Y.O. : Diğer GYO şirketlerine göre TOKİ vasıtası ile büyük arsa yaratabilme kapasitesi. Kentsel dönüşüm projeleri ve 2 B yasası. Tamamlanan projelerin yerine yeni proje geliştirebilme kabiliyeti. Ereğli Demir Çelik : Arcelor –Mittal’in hisse satışı ve opsiyon uygulaması nedeni ile aşırı satılmış pozisyon. Karsan : New York Belediyesi tarafından kabul edilememesine karşın, geliştirdiği ve tüm hakları kendisine ait olan taksinin dünyanın diğer şehirlerine satılma potansiyeli. Teknik olarak aşırı satılmış olması. Migros : Şok mağazalarının satışı ardından kar marjlarında ve karlılıkta artış olacağı beklentisi. Otokar : Devam etmekte olan Milli Tank Projesi’nin geliştiricisi olarak üretim ihalesini de kazanma potansiyeli. Yeni geliştirilen elektrikle çalışan şehir içi yolcu taşıma otobüsleri. Sürdürülebilir karlılık. Türk Hava Yolları : 2012 ilk çeyrek verilerinin olumlu gelmesi ve yolcu sayısındaki artışın devam etmesi. Filo genişleme hızının yavaşlaması. Kur farklarından kurtulmak için orijinal para biriminin TL’den Amerikan dolarına çevrilmesi. Artan yakıt fiyatlarını dengelemek için nisan ayı içinde bilet fiyatlarında rekabeti aksatmayacak artış. Trakya Cam : Sürdürülebilir karlılık ve kuvvetli mali yapı. Fiili tekel. Büyümeye devam eden konut ve otomotiv sektörüne yoğun üretim. Karlılıkla birlikte varlık büyümesine yönelik politika. `Burada yer alan yatırım bilgi, yorum ve tavsiyeleri yatırım danışmanlığı kapsamında değildir. Yatırım danışmanlığı hizmeti; aracı kurumlar, portföy yönetim şirketleri, mevduat kabul etmeyen bankalar ile müşteri arasında imzalanacak yatırım danışmanlığı sözleşmesi çerçevesinde sunulmaktadır. Burada yer alan yorum ve tavsiyeler, yorum ve tavsiyede bulunanların kişisel görüşlerine dayanmaktadır. Bu görüşler, mali durumunuz ile risk ve getiri tercihlerinize uygun olmayabilir. Bu nedenle, sadece burada yer alan bilgilere dayanarak yatırım kararı verilmesi beklentilerinize uygun sonuçlar doğurmayabilir.` Tacirler Yatırım Menkul Değerler– Araştırma www.tacirler.com.tr B3 Kulesi Kat:9 Akmerkez Etiler Tel : 0212 3554646 .
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