德意志银行：土耳其证券市场投资策略报告2009年9月

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Table of Contents
Investment Summary........................................................................ 3
Turkish Equity Strategy .................................................................... 4
Is the buying wave in Turkey overdone?...................................................................................4
Focusing on sector strategy ............................................................. 6
Momentum factors of industrials were improved.....................................................................6
Sector rankings and top picks ...................................................................................................9
Valuation multiples: Screening the universe for cyclical laggards ...........................................10
Mapping value across ISE............................................................... 12
Economic outlook............................................................................ 14
Rally in financial markets overshadows weaker economy ......................................................14
Sectoral outlook in 2010E ............................................................... 16
Growth outlook .......................................................................................................................16
Margin outlook........................................................................................................................18
Growth and margin heat map .................................................................................................21
Capex and leverage.................................................................................................................22
Market data...................................................................................... 25
Datascan........................................................................................... 28
Key market aggregates ................................................................... 30
Foreign participation in ISE ............................................................ 31

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