seye.....bıseyler ....seylıyolar
147 gecılmezse .....ay sonu 136 beklerım.......takıp edelım.........
Bu pala bana oynuyor akşama bakalim ne olacak ne zaman pozisyon açsam 1000 puan geçiriyor.
Bankalara devam gerisini salla tradeii
YTD
The "we got Allah" trading strategy seems to be working right now.....
JPM: "How much near-term upside is left? 20-25% on the index, more in the deeply discounted banks. With MSCI Turkey +30% from the low close on 30 October after -40% YTD, if we assume a 50% bounce off the lows, that leaves us only another 16% upside from here. However, should the market recover a little more as part of a post-COVID-19 recovery and the global value trade, we could see more like 20-25% further upside (or 60% off the lows). We will not pretend this is hard science. In terms of valuations, MSCI Turkey Financials is on 3.6x 12m fwd, a 46% discount to its 10-year average, while the non financials are 9.6x 12m fwd P/E, only a 7% discount. That valuation discrepancy clearly supports our call for the banks over the rest of the market in this trade"
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