| Equity | 12M Target Price (TRY) | ROI Potential | Portfolio Weight |
| GARAN | 147,30 | 28% | 12% |
| KCHOL | 315,00 | 116% | 11% |
| MAVI | 59,00 | 65% | 10% |
| MPARK | 500,00 | 64% | 7% |
| MGROS | 788,00 | 73% | 12% |
| OTKAR | 744,00 | 101% | 8% |
| TCELL | 140,00 | 56% | 9% |
| TRGYO | 95,00 | 53% | 9% |
| TOASO | 430,00 | 141% | 10% |
| YKBNK | 34,00 | 27% | 12% |
ROI potential is calculated based on the stock prices as of June 23, 2025.
Due to rising risks regarding the potential closure of the Strait of Hormuz, we are removing Turkish Airlines (THY) from our model portfolio. The current closure of Iranian and Iraqi airspace to civilian flights is increasing costs and reducing operational efficiency for Turkish Airlines’ routes to Asia and the Middle East.
According to a statement by the Ministry of Transport and Infrastructure dated June 22, seven Turkish aircraft are stranded in Iran and four in Iraq due to the conflict. Among these are two aircraft belonging to Turkish Airlines and one to AJet.
Additionally, the Iranian Parliament has approved the closure of the Strait of Hormuz, with the final decision to be made by security authorities. The closure of the Strait would not only affect air traffic but also global oil supply and fuel prices, putting upward pressure on airline costs. Due to rising geopolitical risks, regional airspace restrictions, and increasing operational uncertainties, we are removing THY from our model portfolio.
musteri.memnuniyeti@akyatirim.com.tr
+90 212 334 94 94
