SEKTÖR BAZINDA ÖZET DEĞERLEME TABLOSU F/K

Transkript

1 SEKTÖR BAZINDA ÖZET DEĞERLEME TABLOSU Sektör Piyasa Değeri M n T T BIST 100 Endeksi 507, BIST Banka Endeksi 161, Değerlem e Oranları PD/DD FD/FAVÖK BIST Sınai Endeksi 179, Bankalar 161, Büyük Ölçekli Bankalar 137, Küçük-Orta Ölçekli Bankalar 19, Yatırım ve Kalkınma Bankalar 3, Katılım Bankaları 1, Holding 84, Büyük Ölçekli Holdingler 79, Küçük-Orta Ölçekli Holdingler 5, Telekom Operatör 49, Otomotiv Ana San. 32, Perakende Tic. 27, Içecek 26, Ulaştırma&Serv. 25, Gayrimenkul Yat. 23, Petrol & P.kimya 24, Çimento 17, Demir&Çelik 18, Dayanıklı Tük. 15, Cam&Seramik 13, Gıda 11, Telekom & Teknoloji 9, Sigortacılık 5, Madencilik 6, Elektrik 4, Kimya & Tarım İlaçları 3, Endeks Perform ansları Göreceli Getiri Göreceli Getiri Yılbaşından Göreceli Getiri Aylık(%) Endeks Haftalık (%) BIST-100 BIST-100 İtibaren(%) BIST-100 BIST BIST BIST-Banka BIST-Sınai BIST-Hizmet BIST BIST-Holding BIST-İletişim BIST-Gıda BIST-Kimya BIST-GMYO BIST-Metal Ana BIST-Ulaştırma BIST-Teknoloji BIST-Sigorta BIST-Elektrik

2 Son 1 Ay Kapanış mn AYLIK Net Kar, mn T 2016T 2014 Ortlama Ortalama Özsermaye Karlılığı(%) 2015T T 2016T AKBNK Akbank ,960 16,099 41,800 21, , % -1.4% -4.9% -3.5% -9.0% -4.6% 1.5% 1.7% 3, , % 13.6% 13.6% 12.9% 13.2% ISCTR İş BankasI (C) ,055 8,077 34,740 14, , % 0.2% -2.4% -0.9% -11.8% -7.3% 2.1% 2.6% 3, , % 13.7% 12.8% 11.8% 12.0% GARAN Garanti Bankası ,448 17,015 47,250 23, , % -1.0% -5.6% -4.2% -10.4% -6.0% 1.4% 1.3% 3, , % 13.7% 13.2% 13.0% 13.5% HALKB T. Halk Bankası ,250 7,963 27,063 11, , % -0.7% -2.8% -1.4% -5.2% -0.8% 2.0% 1.6% 2, , % 20.8% 14.4% 14.1% 14.0% YKBNK Yapı ve Kredi Bank ,519 3,153 27,126 11, , % -0.4% -4.0% -2.6% -15.7% -11.3% 1.3% 2.2% 1, , % 18.7% 10.1% 10.5% 12.5% VAKBN Vakıflar Bankası ,900 2,725 17,850 5, , % -0.5% -3.1% -1.7% -10.7% -6.2% 0.7% 0.2% 1, , % 12.9% 12.8% 12.0% 12.4% Büyük Ölçekli Bankalar 137,131 55, % 15.2% 12.8% 12.4% 12.9% FINBN Finansbank 2.9 8, ,024 6, , % 0.9% 0.7% 2.1% -8.1% -3.7% % 9.8% 10.8% SKBNK Şekerbank 1.7 1, , , % 1.5% 0.6% 2.0% -3.9% 0.5% % 10.8% 10.1% 9.9% 9.7% TEBNK T. Ekonomi Bank , ,729 2, , % 12.7% 17.2% 18.6% 61.6% 66.0% % 10.6% 11.1% TEKST Tekstilbank % 0.4% 0.0% 1.4% 8.5% 12.9% % 7.5% 2.1% Küçük-Orta Ölçekli Bankalar 19,623 1, % 10.1% 10.5% 9.9% 9.7% ALBRK Albaraka Türk 1.7 1, , % 0.3% -1.2% 0.3% -0.7% 3.8% 2.1% % 17.8% 15.4% 14.5% 14.0% Katılım Bankaları 1, % 17.8% 15.4% TSKB T.S.K.B ,225 1,258 3,225 1, , % 1.3% 6.4% 7.9% 9.1% 13.5% 2.2% 2.7% % 17.9% 17.7% 15.9% 15.5% Yatırım ve Kalkınma Bankalar 3,225 1, % 17.9% 17.7% Bankalar 161,500 57, % 14.7% 12.7% 12.4% 12.9% Kapanış mn T T 2016T 2014 BIST 100 Endeksi 81, , , , ,095 4, , % -1.4% -4.4% AKFEN Akfen Holding 6.4 1, , % 1.2% 3.9% 5.3% 22.0% 26.4% 1.6% 0.8% ALARK Alarko Holding , % -0.4% 0.5% 1.9% -12.1% -7.7% 0.9% 1.3% DOHOL Doğan Holding 0.6 1, ,136 1, , % 2.6% 1.7% 3.2% -22.4% -18.0% ENKAI Enka İnşaat ,692 2,363 22,528 9, , % 1.8% 4.4% 5.8% 3.6% 8.0% 1.4% 1.3% KCHOL Koç Holding ,938 6,806 33,220 12, , % -0.4% -1.2% 0.2% 0.0% 4.4% 1.7% 1.2% SAHOL Sabancı Holding ,119 8,412 26,627 10, , % 0.5% -1.8% -0.3% -6.7% -2.3% 0.9% 1.2% TKFEN Tekfen Holding 4.8 1, ,012 1, % -0.2% 0.0% 1.4% -16.6% -12.2% 4.9% YAZIC Yazıcılar Holding , ,752 1, % -0.8% -2.1% -0.6% 9.0% 13.4% 0.9% 0.4% Büyük Ölçekli Holdingler 79,032 20, Net Kar, mn BRYAT Borusan Yat. Paz % -0.8% 2.9% 4.4% -5.0% -0.6% 4.0% 3.3% DAGHL Dagi Yatırım Holding % 0.9% -2.9% -1.5% -11.8% -7.4% ECZYT Eczacıbaşı Yatırım % 3.7% 5.0% 6.5% 40.7% 45.1% 2.1% 2.0% EGCYH Egeli&Co Yatırım Holding % 0.9% 0.0% 1.4% -13.2% -8.8% 5.8% GLYHO Global Yat. Holding % 10.6% 15.1% 16.6% 67.4% 71.8% 3.9% GSDHO GSD Holding % -1.0% -1.2% 0.2% 10.3% 14.8% IEYHO Işıklar Enerji Yapı Hol % 0.9% 3.1% 4.6% -2.9% 1.5% IHLAS Ihlas Holding , % -2.7% 0.0% 1.4% -12.9% -8.5% ITTFH Ittifak Holding % 0.9% -4.3% -2.9% 6.6% 11.0% KOMHL Kombassan Holding , % -0.5% -3.0% -1.6% -11.5% -7.1% NTHOL Net Holding 3.6 1, , % 0.6% -1.4% 0.1% -8.3% -3.9% 8.1% POLHO Polisan Holding , % 1.7% 0.4% 1.8% -18.0% -13.6% 1.2% 1.3% USAS Usaş % -0.8% 3.6% 5.0% -9.4% -5.0% 0.2% VERUS Verusa Holding % -0.2% 3.4% 4.8% 38.5% 42.9% Küçük-Orta Ölçekli Holdingler 5,878 2, Holding 84,910 22, TCELL Turkcell ,970 8,740 34,320 16, , % 0.4% -3.0% -1.6% -8.5% -4.1% TTKOM Türk Telekom ,500 3,185 32,830 17, , % 1.4% -2.0% -0.5% -3.7% 0.7% 8.1% 0.6% Telekom Operatör 49,470 11, ASUZU Anadolu Isuzu % 1.1% 0.0% 1.4% -3.0% 1.4% 1.6% DOAS Doğuş Otomotiv , , % 0.5% 4.3% 5.8% 34.5% 38.9% 8.2% 11.5% FROTO Ford Otosan ,685 2,103 11,984 3, % 0.3% -1.0% 0.4% 4.1% 8.5% 3.2% KARSN Karsan Otomotiv % -0.8% 5.3% 6.8% 22.8% 27.2% OTKAR Otokar , , % 3.9% 4.0% 5.4% 19.4% 23.8% 4.8% 7.4% TOASO Tofaş Oto. Fab ,200 1,968 8,725 2, % -1.8% 2.2% 3.6% 9.2% 13.6% 7.9% 1.2% TMSN Tümosan , % 0.5% -3.4% -2.0% 53.0% 57.4% 4.1% 2.6% TTRAK Türk Traktör ,323 1,037 4, % 0.5% 1.6% 3.1% 10.4% 14.8% 6.1% 2.3% Otomotiv Ana San. 32,293 7, AKPAZ Akyürek Tüketim % 0.9% 0.4% 1.9% 11.6% 16.0% BIMAS Bim Mağazalar ,983 8,990 16,152 5, % 0.2% 0.8% 2.3% -1.3% 3.1% 1.6% 1.1% BIZIM Bizim Mağazaları , % -0.7% -1.3% 0.2% -18.8% -14.4% 1.0% 1.6% BOYNR Boyner Mağazacılık % 0.7% 1.5% 3.0% -25.1% -20.7% CARFA Carrefoursa(A) , , % 8.0% 20.3% 21.8% 82.6% 87.0% CARFB Carrefoursa(B) , , % 4.1% 11.9% 13.3% 53.1% 57.6% KILER Kiler Gıda , % 0.9% 23.5% 24.9% 33.0% 37.4% KIPA Tesco Kipa 1.7 2, , , % 2.6% 6.9% 8.3% 19.6% 24.0% MGROS Migros Ticaret , ,658 2, % 0.0% 2.1% 3.5% -3.5% 0.9% MIPAZ Milpa % 11.5% 13.7% 15.1% -10.8% -6.3% SANKO Sanko Pazarlama % 0.4% -0.2% 1.2% 9.6% 14.0% UYUM Uyum Gıda % 0.9% 2.5% 3.9% 39.8% 44.2% Perakende Tic. 27,253 10, AEFES Anadolu Efes ,530 4,329 18,947 7, % 1.7% 5.5% 7.0% 0.7% 5.1% 1.7% CCOLA Coca Cola İçecek ,332 2,833 15,008 3, % -0.7% 1.2% 2.7% -11.8% -7.4% 0.5% 0.3% KRS Kristal Kola % 11.0% 9.2% 10.6% 34.5% 38.9% TBORG T. Tuborg 4.0 1, , % 1.9% 2.8% 4.3% -0.2% 4.2% Içecek 26,266 7,

3 Kapanış mn T T 2016T 2014 BIST 100 Endeksi 81, , , , ,095 4, , % -1.4% -4.4% Net Kar, mn CLEBI Çelebi % 1.8% 4.3% 5.8% 13.4% 17.8% 3.9% DOCO DO-CO Restaurants , , % 0.6% -3.9% -2.5% 9.5% 13.9% PGSUS Pegasus , ,449 1, % -0.5% 0.8% 2.2% -22.5% -18.1% TAVHL TAV Havalimanları ,920 3,168 8,337 1, % -1.4% -2.5% -1.0% 14.1% 18.5% 3.3% 3.3% THYAO Türk Hava Yolları ,503 6,251 14,076 2, , % 1.7% 0.7% 2.1% -5.9% -1.5% 1.6% Ulaştırma&Serv. 25,720 10, AGYO Atakule GMYO % 6.0% 10.1% 11.5% 4.4% 8.8% 0.9% AKFGY Akfen GMYO % -0.4% -1.8% -0.4% 3.8% 8.3% AKMGY Akmerkez GMYO , % 1.1% 1.4% 2.8% 10.5% 14.9% 5.9% 5.1% AKSGY Akiş GMYO % 0.1% 2.6% 4.1% 17.5% 21.9% 4.4% ALGYO Alarko GMYO % 5.7% 8.5% 9.9% 22.5% 26.9% 1.0% 1.8% ATAGY Ata GMYO % 0.4% -3.7% -2.3% 0.5% 4.9% 2.0% AVGYO Avrasya GMYO % 1.8% 4.7% 6.2% 11.0% 15.4% DGGYO Doğuş GMYO , % 0.4% -0.5% 1.0% -0.7% 3.7% EKGYO Emlak Konut GMYO ,324 5,775 12,464 4, , % -1.8% -3.2% -1.8% 7.6% 12.0% 2.6% 4.0% HLGYO Halk GMYO % 1.7% 0.8% 2.2% 4.1% 8.5% 0.4% ISGYO Iş GMYO 1.6 1, , % -1.0% -0.6% 0.8% 19.8% 24.2% 3.4% 4.1% KLGYO Kiler GMYO % -0.9% 4.6% 6.0% 0.0% 4.4% MRGYO Martı GMYO % 0.9% 0.0% 1.4% 2.6% 7.0% NUGYO Nurol GMYO % 1.1% 1.3% 2.8% -3.6% 0.9% OZGYO Özderici GMYO % 2.7% 4.7% 6.2% -4.3% 0.1% OZKGY Özak GMYO % 2.4% 0.4% 1.8% -1.8% 2.6% 0.7% PAGYO Panora GMYO % 1.8% 2.0% 3.4% 18.1% 22.5% PEGYO Pera GMYO % 3.3% 2.4% 3.9% -6.7% -2.3% RYGYO Reysaş GMYO % 0.9% -2.7% -1.3% 14.5% 18.9% SAFGY Saf GMYO , % 2.7% 3.8% 5.2% 9.0% 13.4% SNGYO Sinpaş GMYO , % -0.4% 1.3% 2.7% -1.3% 3.2% 3.2% SRVGY Servet GMYO % 2.6% -2.1% -0.6% 12.9% 17.3% TRGYO Torunlar GMYO 4.0 1, , % -2.6% -0.8% 0.7% 14.5% 18.9% 2.3% 1.1% TSGYO TSKB GMYO % 0.9% 0.0% 1.4% -12.5% -8.1% VKGYO Vakıf GMYO , % -0.7% 0.4% 1.8% -9.9% -5.5% 0.1% YGGYO Yeni Gimat GMYO , , % 1.5% -1.1% 0.3% 31.3% 35.7% YGYO Yeşil GMYO % 0.9% 2.3% 3.8% -27.9% -23.5% YKGYO Yapı Kredi Koray GMYO % 0.4% -2.4% -1.0% -7.4% -3.0% Gayrimenkul Yat. 23,231 9, AYGAZ Aygaz 9.1 2, ,495 1, % 1.4% -1.7% -0.3% -3.8% 0.6% 9.2% 6.3% ATPET Atlantik Petrol Ürünleri % 2.3% 1.4% 2.9% -42.7% -38.3% PETKM Petkim 3.7 3,740 1,272 4,070 1, , % -1.2% 0.5% 2.0% -5.3% -0.9% 0.9% PTOFS OMV Petrol Ofisi 4.5 2, ,521 2, % 0.6% 0.0% 1.4% -11.9% -7.5% TRCAS Turcas Petrol % 0.4% 3.3% 4.7% -11.6% -7.1% 0.9% 1.9% TUPRS Tüpraş ,163 7,430 15,488 7, % 1.3% -2.1% -0.7% 9.5% 13.9% 7.1% 3.5% Petrol & P.Kimya 24,775 9, ADANA Adana Çimento (A) % 2.6% 2.2% 3.7% 26.6% 31.0% 6.0% 6.9% ADBGR Adana Çimento (B) % 1.5% 1.4% 2.8% 20.3% 24.7% 6.4% 7.2% ADNAC Adana Çimento (C) % 2.3% 2.9% 4.3% 9.2% 13.6% 3.9% 5.3% AFYON Afyon Çimento % -3.4% -4.9% -3.5% -17.6% -13.2% AKCNS Akçansa , ,456 1, % 0.2% -2.5% -1.0% 9.3% 13.8% 5.2% 6.6% ASLAN Aslan Çimento , , % -0.4% -7.2% -5.8% 17.3% 21.8% 1.3% 1.0% BOLUC Bolu Çimento % 0.3% -1.2% 0.2% 4.2% 8.6% 6.5% BSOKE Batısöke Çimento % 0.9% 0.8% 2.2% -3.1% 1.3% 2.9% 3.2% BTCIM Batı Çimento % 0.3% 0.7% 2.2% -3.8% 0.6% 0.7% BUCIM Bursa Çimento % 0.7% 0.2% 1.6% -5.7% -1.3% 2.0% 3.4% CIMSA Çimsa , , % 1.5% 1.6% 3.0% 8.9% 13.3% 6.5% 9.3% CMBTN Çimbeton % 1.7% 3.0% 4.4% 13.1% 17.5% CMENT Çimentaş , , % 9.3% 17.5% 18.9% 61.0% 65.4% GOLTS Göltaş Çimento % 1.4% 3.3% 4.7% 19.4% 23.8% 1.6% 3.5% KONYA Konya Çimento , , % -2.0% 1.5% 3.0% 10.9% 15.3% 4.8% 0.9% MRDIN Mardin Çimento % 1.3% -0.2% 1.2% 1.7% 6.1% 5.6% 8.5% NUHCM Nuh Çimento , ,186 1, % 0.9% -1.4% 0.0% -0.5% 3.9% 2.6% 3.6% UNYEC Ünye Çimento % 0.6% -0.6% 0.8% -14.2% -9.7% 7.4% 7.4% Çimento 17,906 3, CEMTS Çemtaş % 2.1% 3.8% 5.3% -19.0% -14.6% 1.7% EREGL Ereğli Demir Çelik ,085 7,241 17,010 5, , % -0.7% 0.7% 2.1% -3.4% 1.1% 1.6% 7.4% IZMDC Izmir Demir Çelik , % -0.4% 0.0% 1.4% -17.8% -13.4% KRDMA Kardemir (A) % -0.3% -2.4% -0.9% 0.4% 4.8% KRDMB Kardemir (B) % 0.1% -1.5% -0.1% -1.9% 2.5% KRDMD Kardemir (D) 1.8 1,428 1,271 1, % 1.4% 1.1% 2.5% -10.7% -6.3% Demir&Çelik 18,452 9, ALCAR Alarko Carrier % 3.3% 4.5% 5.9% 6.6% 11.0% 1.5% 2.5% ARCLK Arçelik ,035 2,509 10,541 3, % 0.2% -1.0% 0.4% 2.6% 7.0% 4.0% 3.7% IHEVA Ihlas Ev Aletleri % 0.9% 0.0% 1.4% -11.1% -6.7% KLMSN Klimasan Klima % 1.2% 5.8% 7.2% 11.3% 15.7% SILVR Silverline Endüstri % 5.6% 1.5% 3.0% 37.5% 41.9% TUDDF T. Demir Döküm , % -0.9% 1.9% 3.4% -22.6% -18.1% VESBE Vestel Beyaz Eşya , , % -1.2% -1.8% -0.3% 29.6% 34.0% 3.6% VES Vestel 5.5 1, , % -1.3% -2.0% -0.5% -13.4% -9.0% Dayanıklı Tük. 15,504 3,

4 Kapanış mn T T 2016T 2014 BIST 100 Endeksi 81, , , , ,095 4, , % -1.4% -4.4% Net Kar, mn ANACM Anadolu Cam , % -0.7% -3.2% -1.7% -8.0% -3.6% 1.4% 3.6% DENCM Denizli Cam % 0.7% 1.1% 2.5% -8.7% -4.3% ECYAP Eczacıbaşı Yapı % 1.5% 1.8% 3.2% 1.1% 5.5% EGSER Ege Seramik % -1.8% -3.8% -2.4% 0.7% 5.2% 9.4% 7.5% KUTPO Kütahya Porselen % 1.2% 4.6% 6.1% -16.8% -12.4% 1.3% SISE Şişe Cam 3.4 5,831 1,983 6,885 1, , % 0.0% 0.3% 1.7% -5.8% -1.4% 1.5% 1.6% SODA Soda Sanayii 6.9 3, , % 4.6% 10.9% 12.3% 61.9% 66.3% 2.9% 2.8% TRKCM Trakya Cam 3.2 2, ,756 1, % 1.2% 1.3% 2.7% -7.0% -2.6% 0.8% 1.7% USAK Uşak Seramik % -0.7% 1.6% 3.0% -1.5% 2.9% Cam&Seramik 13,553 3, ALYAG Altınyağ % 0.9% 0.0% 1.4% -18.8% -14.4% BANVT Banvit % 0.1% 3.4% 4.8% -7.5% -3.0% ERSU Ersu Gıda % 1.8% 1.9% 3.4% -17.8% -13.4% KERVT Kerevitaş Gıda % -0.7% -0.8% 0.6% -14.1% -9.7% KNFRT Konfrut Gıda % 2.0% 13.5% 15.0% 31.3% 35.7% MERKO Merko Gıda % -1.4% 4.9% 6.4% 1.6% 6.0% METRO Metro Holding % -1.0% 0.0% 1.4% 56.1% 60.5% PENGD Penguen Gıda % 0.9% 2.1% 3.5% -7.5% -3.1% PETUN Pınar Et Ve Un % 0.6% -0.7% 0.7% 5.6% 10.0% 7.5% 7.6% PINSU Pınar Su % 1.1% 0.0% 1.4% -6.8% -2.4% PNSUT Pınar Süt , , % 2.2% 2.0% 3.4% 21.1% 25.5% 5.6% 5.6% TATGD Tat Gıda % -3.1% 7.3% 8.8% 2.3% 6.7% TUKAS Tukaş % 2.6% 5.5% 6.9% 45.0% 49.4% ULKER Ülker Bisküvi ,268 2,834 7, % 3.0% 5.9% 7.3% 16.1% 20.5% 3.3% 2.6% ULUUN Ulusoy Un % 1.3% -2.7% -1.2% -18.3% -13.9% Gıda 11,166 4, ARENA Arena Bilgisayar % 0.9% 4.6% 6.0% 6.8% 11.2% 3.8% 5.1% ARMDA Armada Bilgisayar % 0.3% -0.2% 1.2% 28.6% 33.0% 6.5% 9.8% ASELS Aselsan , ,900 1, % 2.0% 8.7% 10.1% 15.0% 19.4% 1.4% 0.2% BMEKS Bimeks % -0.1% -1.4% 0.0% -1.4% 3.0% DESPC Despec Bilgisayar % 2.0% -1.5% 0.0% 6.3% 10.8% 9.5% 9.4% DGATE Datagate Bilgisayar % 0.1% -4.6% -3.2% 41.6% 46.0% ESCOM Escort Teknoloji % 0.0% -0.8% 0.6% -11.3% -6.9% INDES Indeks Bilgisayar % 0.7% -1.3% 0.2% -4.0% 0.4% 5.7% 1.2% KAREL Karel Elektronik % 1.6% 2.2% 3.6% -0.7% 3.7% LOGO Logo Yazılım % -0.3% 0.0% 1.4% -6.5% -2.0% PKART Plastikkart % 1.8% 0.0% 1.4% -17.1% -12.7% TKNSA Teknosa , % -0.3% -6.0% -4.5% -20.6% -16.2% 3.5% Telekom & Teknoloji 9,535 1, IHMAD İhlas Madencilik % -1.7% 2.7% 4.2% -17.5% -13.1% IPEKE İpek Doğal Enerji , % -3.5% 10.6% 12.0% 53.5% 57.9% KOZAA Koza Madencilik , % 0.4% 5.4% 6.8% 29.5% 33.9% KOZAL Koza Altın ,140 1,201 7,320 1, % -1.8% 2.8% 4.3% 80.4% 84.8% 2.7% 3.6% PRKME Park Elek. Madencilik , % -1.8% 8.2% 9.7% -9.1% -4.7% 7.4% Madencilik 6,239 2, AKENR Ak Enerji , % -0.1% 1.9% 3.3% -16.4% -12.0% AKSEN Aksa Enerji 2.8 1, ,199 1, % -0.2% -0.7% 0.7% -3.4% 1.0% AKSUE Aksu Enerji % -0.4% -1.5% -0.1% 16.1% 20.5% AYEN Ayen Enerji % 2.3% 4.1% 5.5% 0.5% 4.9% EMKEL Emek Elektrik % 1.6% 3.2% 4.7% -7.9% -3.5% ODAS Odaş Elektrik % 1.0% -2.2% -0.8% 43.7% 48.1% ORGE Orge Enerji % -0.3% 0.0% 1.4% -15.6% -11.2% 1.2% ULUSE Ulus Elektrik % 2.2% 0.5% 1.9% -13.7% -9.3% ZOREN Zorlu Enerji , % -1.2% 2.6% 4.1% -18.1% -13.7% Elektrik 4,777 1, ALKIM Alkim Kimya % 0.5% 0.8% 2.2% -14.9% -10.5% 1.7% 2.6% BAGFS Bagfaş % 1.6% 1.8% 3.2% 5.5% 9.9% 1.7% EGGUB Ege Gübre % 2.2% 3.7% 5.2% -9.3% -4.9% 1.0% GUBRF Gübre Fabrik , , % 4.5% 3.0% 4.5% 29.3% 33.7% 4.8% HEKTS Hektaş % 1.2% 0.4% 1.8% 4.0% 8.4% 9.9% 6.9% Kimya & Tarım İlaçları 3,537 1, CARİ HALKA AÇIK Max. 5 Yıllık Min. 5 Yıllık Son 1 Ay Kapanış mn AYLIK Net Kar, mn T T 2016T 2014 Ortlama PD/PRİM Ortalama Özsermaye Karlılığı(%) T T AKGRT Aksigorta % 0.9% -3.5% -2.1% -9.6% -5.1% 6.2% 6.8% % 5.6% 5.5% ANHYT Anadolu Hayat Emek , , % -1.2% 0.8% 2.2% 3.3% 7.7% 2.2% 3.0% % 16.8% 17.0% ANSGR Anadolu Sigorta % 1.6% 0.8% 2.2% -2.6% 1.8% % 7.5% 7.4% AVISA Avisa Emeklilik Hayat , ,907 1, % 0.7% -1.1% 0.3% 0.1% 4.5% % 25.4% 43.8% GUSGR Güneş Sigorta % 1.7% 2.2% 3.6% 20.2% 24.6% % Sigortacılık 5,215 1, % 10.0% 13.3% 4

5 Kapanış mn T T 2016T 2014 BIST 100 Endeksi 81, , , , ,095 4, , % -1.4% -4.4% Net Kar, mn BFREN Bosch Fren Sistemleri % 2.2% 4.1% 5.5% 9.6% 14.1% BRISA Brisa 9.2 2, , % -0.4% -2.2% -0.8% -1.0% 3.5% 4.3% 4.8% CEMAS Çemaş Döküm % 0.9% 1.7% 3.1% -11.6% -7.2% DITAS Ditaş Doğan % 2.4% -4.3% -2.8% -15.1% -10.7% COMDO Componenta Dökümcülük % 2.7% 0.9% 2.3% 1.1% 5.5% 10.2% EGEEN Ege Endüstri % -1.8% -1.2% 0.3% 26.2% 30.6% 4.5% 6.3% FMIZP F-M İzmit Piston % -2.0% 0.0% 1.4% -10.8% -6.4% 1.5% 3.0% GOODY Good-Year , % -0.8% -1.2% 0.3% -21.3% -16.9% 1.3% 8.1% KORDS Kordsa Global 6.4 1, , % -2.3% 12.4% 13.8% 48.4% 52.8% 4.4% MUU Mutlu Akü % 0.9% 0.0% 1.4% -4.4% 0.0% 1.8% PARSN Parsan % 0.4% -0.6% 0.8% -1.2% 3.2% Otomotiv Yan San. 7,671 1, ARBUL Arbul Tekstil % 21.1% 20.2% 21.7% -10.6% -6.2% DAGI Dagi Giyim % 0.0% -4.3% -2.9% 18.7% 23.1% DERIM Derimod % 4.1% 37.3% 38.7% 28.1% 32.6% DESA Desa Deri % -0.3% 1.1% 2.6% -18.5% -14.1% 5.4% HATEK Hatay Tekstil % 0.9% 0.4% 1.8% -10.1% -5.7% MNDRS Menderes Tekstil % -0.6% 4.6% 6.0% -15.0% -10.6% VAKKO Vakko Tekstil % -0.1% 3.8% 5.2% -3.5% 0.9% YATAS Yataş % 1.5% 2.5% 3.9% 19.3% 23.7% Tekstil-Diğer ARSAN Arsan Tekstil % -0.5% 2.9% 4.3% -31.2% -26.7% ATEKS Akın Tekstil % -1.0% 1.9% 3.3% 17.4% 21.8% BOSSA Bossa % 1.3% -0.4% 1.0% -36.7% -32.3% 4.4% BRKO Birko Mensucat % 0.9% 0.0% 1.4% 0.0% 4.4% SKTAS Söktaş % -1.1% -2.3% -0.8% -20.8% -16.4% Tekstil-Pamuklu AKSA Aksa 9.7 1, , % 2.0% 3.9% 5.3% 39.6% 44.0% 9.1% 8.6% SASA Advansa Sasa % 1.7% 4.4% 5.9% 21.0% 25.4% SONME Sönmez Filament % 0.9% -5.4% -4.0% -9.7% -5.3% Tekstil-Sentetik 2, BOYP Boyner Perakende Yat , , % -0.2% 6.5% 8.0% 3.0% 7.4% YUNSA Yünsa % 2.5% 0.0% 1.4% 13.8% 18.3% 4.0% 10.0% Tekstil-Yün 2, Tekstil-Tüm 5,998 1, ,420 DEVA Deva Holding % 2.1% 4.1% 5.6% 19.5% 23.9% ECILC Eczacıbaşı ılaç 2.6 1, , % 2.4% 0.4% 1.8% 13.4% 17.8% 3.9% 4.1% LKMNH Lokman Hekim % 0.1% -1.6% -0.1% -1.6% 2.9% 1.9% 1.4% SELEC Selçuk Ecza Deposu 2.7 1, , % 3.9% 3.4% 4.8% 26.9% 31.3% 2.2% 2.3% İlaç 3, ACSEL Aciselsan Acıpayam Selüloz % -0.5% 7.5% 8.9% 18.4% 22.8% ADEL Adel Kalemcilik % -0.4% -0.2% 1.3% 25.9% 30.3% 2.5% 4.5% ADESE Adese Alışveriş Ticaret , , % -0.8% -3.7% -2.2% 57.5% 62.0% AKGUV Akdeniz Güvenlik % -0.7% -4.7% -3.3% -30.8% -26.4% 2.1% AKSEL Aksel Enerji Yat. Hol % 2.1% 2.4% 3.9% -10.6% -6.2% AVOD A.V.O.D. Gıda ve Tarım % 5.6% 7.8% 9.2% 8.8% 13.2% BLCYT Bilici Yatırım % 0.1% -2.3% -0.9% -7.4% -3.0% 2.7% BRKSN Berkosan Yalıtım % 0.3% 6.5% 8.0% -18.3% -13.9% FLAP Flap Kongre Toplantı Hiz % 5.7% 1.4% 2.9% 45.9% 50.3% GEREL Gersan Elektrik % 3.2% 12.7% 14.1% 42.2% 46.6% JANTS Jantsa Jant Sanayi % 4.7% 2.0% 3.4% -7.6% -3.2% 2.2% 2.6% KATMR Katmerciler Ekipman % -1.6% -0.6% 0.9% -3.8% 0.7% 4.9% KRA Karakaş Atlantis % 3.7% 1.9% 3.3% -0.9% 3.5% 0.1% 0.3% KRSAN Karsusan Su Ürünleri San % -0.4% 3.6% 5.1% 7.2% 11.7% MEPET Metro Petrol ve Tesisleri % -1.3% 1.3% 2.7% -58.5% -54.0% MMCAS MMC San. ve Tic. Yat. A.ş % 4.1% 21.4% 22.8% 31.0% 35.4% OSTIM Ostim Endüstriyel Yat % 0.0% 1.2% 2.6% -12.3% -7.9% PRZMA Prizma Pres Matbaacilik % 2.5% 2.5% 4.0% -8.3% -3.9% ROYAL Royal Halı % 6.8% 7.6% 9.0% -5.9% -1.5% SAMAT Saray Matbaacılık % 1.7% 1.6% 3.1% -8.8% -4.4% TGSAS TGS Dış Ticaret % 1.1% 0.0% 1.4% -11.0% -6.6% 4.5% Diğer 3, INTEM Intema % 9.0% 9.4% 10.8% -6.5% -2.0% IZOCM Izocam , % 0.7% 2.0% 3.4% -7.6% -3.2% 2.6% 4.2% MRSHL Marshall , % -0.5% -0.4% 1.1% -2.4% 2.0% PIMAS Pimaş % 0.5% 0.8% 2.2% -7.4% -3.0% DYOBY Dyo Boya % 3.0% 3.2% 4.6% -11.8% -7.4% Inşaat Malz. 1, ALKA Alkim Kağıt % 2.6% 1.8% 3.2% -17.7% -13.3% 5.8% 7.2% BAKAB Bak Ambalaj % 5.5% 3.4% 4.9% -14.8% -10.4% KARTN Kartonsan % -0.4% 0.4% 1.9% -1.7% 2.7% 0.5% 0.9% OLMIP Olmuksan-IP % 0.6% -0.1% 1.3% -16.4% -12.0% TIRE Mondi Tire Kutsan % 0.0% 5.5% 6.9% -2.5% 1.9% VKING Viking Kağıt % 2.4% 3.1% 4.6% -12.0% -7.6% Kağıt 1,

6 Kapanış mn T T 2016T 2014 BIST 100 Endeksi 81, , , , ,095 4, , % -1.4% -4.4% Net Kar, mn BRSAN Borusan Mannesmann 7.1 1, , % 0.0% -0.1% 1.3% -3.4% 1.0% 3.0% 1.7% BURCE Burçelik % 1.7% 1.2% 2.6% -9.9% -5.5% CELHA Çelik Halat % -1.9% -2.1% -0.7% -5.6% -1.2% DMSAS Demisaş Döküm % 1.6% 0.0% 1.4% -5.0% -0.6% ERBOS Erbosan % -1.4% -0.5% 1.0% -0.6% 3.8% 3.3% MAKTK Makina Takım % 0.9% 1.6% 3.0% 3.2% 7.6% SARKY Sarkuysan % 0.5% 0.7% 2.1% -2.3% 2.2% 6.3% 6.3% Metal İş. & Çelik Dök. 1, EGLYO Egeli&Co Girişim % 0.2% -2.4% -1.0% -17.9% -13.5% EGCYO Egeli & Co Tarım Girişim % 3.3% -3.1% -1.6% 32.3% 36.7% RHEAG Rhea Girişim % -0.4% -1.3% 0.1% -2.6% 1.8% ISGSY İş Girişim % -0.2% 0.5% 2.0% -8.0% -3.6% 4.6% 6.3% GOZDE Gözde Girişim 2.9 1, , % 3.7% 4.0% 5.4% -0.3% 4.1% Girişim Serm. 1, ALC Alcatel Lucent Teletaş % 3.3% 3.7% 5.2% 24.3% 28.8% ANELT Anel Telekom % 0.9% 3.9% 5.4% -7.0% -2.6% NETAS Netaş Telekom , % 2.4% 10.2% 11.6% 44.4% 48.8% 10.6% PRKAB Türk Prysmian Kablo % 2.4% 2.3% 3.8% -7.7% -3.3% 3.8% 4.8% Telekom Ekipman 1, CRDFA Creditwest Faktoring % 1.9% -0.5% 0.9% 2.6% 7.0% 6.9% 4.3% GARFA Garanti Faktoring % 0.9% 1.4% 2.8% 3.3% 7.8% GSDDE GSD Denizcilik % -0.5% -2.0% -0.5% 8.0% 12.4% ISFIN Iş Fin. Kir % -0.1% 1.0% 2.5% 7.7% 12.1% 4.0% VAKFN Vakıf Fin. Kir % -0.1% 0.9% 2.4% -8.4% -4.0% Finansal Kiralama & Faktoring MAALT Marmaris Altınyunus % 0.1% -1.2% 0.2% -8.2% -3.8% MARTI Martı Otel % -0.8% -1.6% -0.2% -4.8% -0.3% NTTUR Net Turizm % 0.9% -1.5% -0.1% 0.0% 4.4% TEKTU Tek-Art Turizm % -0.7% 1.6% 3.0% 1.6% 6.0% UTPYA Utopya Turizm % 0.0% 2.5% 4.0% -13.5% -9.1% Turizm DURDO Duran Doğan Basım % 0.4% -0.4% 1.0% -0.9% 3.6% HURGZ Hürriyet Gzt , % 19.6% 20.6% 22.1% -11.6% -7.2% IHGZT İhlas Gazetecilik % 2.9% 4.2% 5.6% 6.4% 10.8% IHYAY İhlas Yayın Holding % 4.6% 0.0% 1.4% -6.7% -2.3% TARAF Taraf Gazetecilik % 1.3% 0.0% 1.4% -9.7% -5.3% Basın ANELE Anel Elektrik % 2.6% 0.0% 1.4% -6.3% -1.8% EDIP Edip Gayrimenkul % 0.9% 2.2% 3.7% -4.2% 0.2% KUYAS Kuyumcukent Gayrimenkul % 2.1% -4.3% -2.9% 51.1% 55.5% 3.2% 1.8% MUTGG Mutlu Yatırım Gayrimenkul % 1.4% 0.1% 1.6% 78.7% 83.1% SANEL Sanel Mühendislik % 0.1% 0.6% 2.0% -2.2% 2.2% İnşaat ve Bayındırlık ISMEN Iş Y. Men. Değ % 1.7% 3.6% 5.1% 10.0% 14.4% 4.1% 6.3% Aracı Kurumlar GENTS Gentaş % 0.1% 0.7% 2.2% -18.0% -13.6% 3.7% 5.0% DGKLB Doğtaş Kelebek Mobilya % 0.2% -2.0% -0.6% 3.5% 7.9% Mobilya AAS Atlas Yat % 0.9% 3.9% 5.4% 12.9% 17.3% ECBYO Eczacıbaşı Yat % 1.6% 1.5% 2.9% 16.2% 20.7% EUYO Euro Yat % 3.1% 2.2% 3.7% -2.1% 2.3% ETYAT Euro Trend Yat % 0.9% 2.1% 3.6% -0.4% 4.0% 1.2% 1.7% EUKYO Euro Kapital Yat % 0.9% 0.0% 1.4% -7.5% -3.1% 2.1% 0.2% GRNYO Garanti Yat % 2.3% 1.4% 2.8% -4.0% 0.4% 4.6% 0.9% ISYAT Iş Yat % -0.2% -1.1% 0.3% 3.7% 8.1% 15.9% 17.0% OYAYO Oyak Yat % 0.9% 10.5% 12.0% -5.6% -1.2% 1.2% VKFYO Vakıf Yat % 0.9% -2.2% -0.8% -8.2% -3.8% Yat RYSAS Reysaş Lojistik % 0.9% -2.1% -0.7% 16.3% 20.7% Lojistik Kaynak: Bloomberg, Vakıf Yatırım Araştırma : Piyasa Değeri/Son Dört Çeyrek Net Kar FD/FAVÖK: Firma Değeri/Son Dört Çeyrek FAVÖK FAVÖK: Faiz, Amortisman ve Vergi Öncesi Kar FD/SATIŞ: Firma Değeri/Son Dört Çeyrek Net Satışlar PD/DD: Piyasa Değeri/Özkaynaklar 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 dayanılarak yatırım kararı verilmesi beklentilerinize uygun sonuçlar doğurmayabilir. Gerek bu yayındaki, gerekse bu yayında kullanılan kaynaklardaki hata ve eksikliklerden ve bu yayındaki bilgilerin kullanılması sonucunda yatırımcıların ve/veya ilgili kişilerin uğrayabilecekleri doğrudan ve/veya dolaylı zararlardan, kâr yoksunluğundan manevi zararlardan ve her ne şekil ve surette olursa olsun üçüncü kişilerin uğrayabileceği her türlü zararlardan dolayı Vakıf Yatırım Menkul Değerler A.Ş. sorumlu tutulamaz. 6