SEKTÖR BAZINDA ÖZET DEĞERLEME TABLOSU F/K

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1 SEKTÖR BAZINDA ÖZET DEĞERLEME TABLOSU Sektör 4/26/2013 Piyasa Değeri M n 12A 2013T 12A 1 12A 2013T BIST 100 Endeksi 512, BIST Banka Endeksi 204, Değerlem e Oranları PD/DD FD/FAVÖK BIST Sınai Endeksi 161, Bankalar 204, Büyük Ölçekli Bankalar 172, Küçük-Orta Ölçekli Bankalar 25, Katılım Bankaları 3, Yatırım ve Kalkınma Bankalar 3, Holding 79, Büyük Ölçekli Holdingler 75, Küçük-Orta Ölçekli Holdingler 3, Telekom Operatör 52, Içecek 32, Petrol & P.kimya 22, Otomotiv Ana San. 23, Perakende Tic. 24, Gayrimenkul Yat. 16, Dayanıklı Tük. 16, Çimento 14, Ulaştırma&Serv. 15, Madencilik 9, Gıda 11, Demir&Çelik 10, Cam&Seramik 9, Telekom & Teknoloji 7, Sigortacılık 6, Elektrik 5, Basın 2, Kimya & Tarım İlaçları 2, Endeks Performansları Göreceli Getiri Göreceli Getiri Yılbaşından Göreceli Getiri Aylık(%) Endeks Haftalık (%) İMKB-100 İMKB-100 İtibaren(%) İMKB-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 Halka SERMAYE mn Hisse GÜNLÜK AYLIK YILBAŞINA GÖRE T 12A 2013T 2014T 12A Ortlama Ortalama Özsermaye Karlılığı(%) 2013T T 2014T AKBNK Akbank ,440 15,725 41,000 10, , % 0.0% 2.6% 0.4% 8.0% -0.8% 1.8% 1.5% 3, , % 13.6% 14.9% 14.1% 13.2% ISCTR İş BankasI (C) ,600 9,486 33,300 8, , % -0.8% 4.6% 2.4% 12.4% 3.6% 3.1% 2.7% 3, , % 15.3% 16.3% 13.4% 12.6% GARAN Garanti Bankası ,740 19,555 42,084 7, , % 0.4% 1.5% -0.7% 4.8% -4.1% 1.7% 2.4% 3, , % 18.1% 15.8% 15.0% 13.9% HALKB T. Halk Bankası ,188 11,852 25,000 4, , % -0.7% 4.9% 2.7% 12.8% 4.0% 2.7% 2.1% 2, , % 25.4% 24.8% 20.2% 17.5% YKBNK Yapı ve Kredi Bank ,735 4,272 25,387 6, , % -0.2% 3.0% 0.8% 6.4% -2.4% 1, , % 15.8% 12.7% 12.5% 12.8% VAKBN Vakıflar Bankası ,500 3,875 15,500 2, , % 0.1% 4.7% 2.5% 34.5% 25.7% 0.4% 0.5% 1, , % 13.7% 13.8% 13.3% 12.4% Büyük Ölçekli Bankalar 172,202 64, % 16.4% 16.0% 14.5% 13.6% ALNTF AlternatifBank 2.8 1, , % 0.5% 1.1% -1.1% 10.3% 1.5% % 6.0% 12.9% DENIZ Denizbank , ,319 2, % 0.3% -0.9% -3.1% -5.3% -14.2% % 24.6% 18.1% FINBN Finansbank 3.4 8, ,024 5, , % -0.8% 0.6% -1.6% -4.2% -13.0% % 15.6% 13.9% SKBNK Şekerbank 2.1 2, , , % 1.3% 2.5% 0.3% 15.0% 6.2% 1.2% % 8.2% 14.6% 13.7% 12.8% TEBNK T. Ekonomi Bank , , , % -0.2% 0.9% -1.3% 4.9% -3.9% % 6.9% 10.8% 12.9% 12.7% TEKST Tekstilbank % -4.3% 3.2% 1.0% 83.1% 74.3% % 4.4% 4.9% Küçük-Orta Ölçekli Bankalar 25, % 14.5% 13.9% ALBRK Albaraka Türk 1.9 1, , % -1.2% 0.0% -2.2% 12.9% 4.1% 1.0% % 17.2% 17.3% 16.5% 15.3% ASYAB Asya Katılım Bankası 2.1 1, , % -0.7% 0.0% -2.2% -3.6% -12.4% % 10.6% 8.5% 9.2% 10.7% Katılım Bankaları 3,645 1, % 12.7% 11.4% 11.8% 12.4% KLNMA T. Kalkınma Bank , , % -0.2% 1.4% -0.8% -1.1% -10.0% 0.3% % 4.6% 7.9% TSKB T.S.K.B ,871 1,120 2, , % 0.2% 0.8% -1.4% 16.5% 7.7% 2.2% 2.4% % 19.4% 19.7% 16.9% 15.6% Yatırım ve Kalkınma Bankalar 3,997 1, % 15.2% 16.6% Bankalar 204,934 67, % 16.0% 15.6% 14.4% 13.6% mn Hisse A 2013T 12A 2013T 2014T 12A 2 BIST 100 Endeksi 85, , , , ,601 2, , % 2.2% 8.8% AKFEN Akfen Holding 5.3 1, , % 0.2% 2.3% 0.1% 13.1% 4.3% ALARK Alarko Holding 5.5 1, , % 0.2% 3.4% 1.2% 6.6% -2.2% 0.6% 0.7% DOHOL Doğan Holding 1.2 2, ,553 1, , % -1.0% 4.3% 2.1% 31.5% 22.7% ENKAI Enka ınşaat ,288 1,835 18,600 4, , % -0.6% -1.4% -3.6% 3.0% -5.8% 1.2% 1.6% KCHOL Koç Holding ,373 5,802 27,134 4, , % -1.6% 0.0% -2.2% 14.3% 5.5% 2.8% 1.9% SAHOL Sabancı Holding ,444 9,876 22,955 4, , % -0.7% 2.3% 0.1% 13.3% 4.5% 1.9% 1.5% TKFEN Tekfen Holding 7.0 2, , % -1.3% -1.4% -3.6% -3.9% -12.7% 2.4% 3.5% YAZIC Yazıcılar Holding , , % 0.3% 3.8% 1.6% 29.9% 21.0% 2.1% 2.1% Büyük Ölçekli Holdingler 75,700 20, BRYAT Borusan Yat. Paz % -0.2% -0.4% -2.6% 8.9% 0.1% 1.0% 3.3% ECZYT Eczacıbaşı Yatırım % 0.1% 2.6% 0.4% 10.8% 1.9% 1.1% 2.2% EGCYH Egeli&Co Yatırım Holding % -4.7% 18.3% 16.1% 7.7% -1.1% GLYHO Global Yat. Holding % -0.8% -0.6% -2.7% 46.3% 37.5% GSDHO GSD Holding % -5.6% 0.7% -1.5% 81.8% 73.0% IHLAS Ihlas Holding , % -3.8% 1.3% -0.9% -35.2% -44.0% ISYHO Işıklar Yat. Holding % -0.2% 5.3% 3.1% -7.7% -16.5% ITTFH Ittifak Holding % -0.4% 1.4% -0.8% -2.2% -11.0% 0.9% 2.9% NTHOL Net Holding % 1.8% 1.2% -1.0% 38.1% 29.3% TRNSK Transtürk Hold % -9.5% -26.9% -29.1% -47.3% -56.1% Küçük-Orta Ölçekli Holdingler 3,453 1, Holding 79,154 22, TCELL Turkcell ,760 5,940 27,610 15, , % 0.7% -0.5% -2.7% -6.5% -15.3% TTKOM Türk Telekom ,770 3,740 32,830 10, , % 1.0% 4.1% 1.9% 18.8% 10.0% 8.1% 7.6% Telekom Operatör 52,530 9, AEFES Anadolu Efes ,651 5,968 18,947 4, % 1.1% 1.3% -0.9% 22.6% 13.7% 2.1% 1.5% CCOLA Coca Cola İçecek ,782 3,196 13,482 1, % -2.1% -3.4% -5.6% 35.8% 27.0% 1.3% 1.0% KRS Kristal Kola % -0.2% 0.0% -2.2% -17.4% -26.2% TBORG T. Tuborg % -1.6% -1.7% -3.9% 61.5% 52.6% Içecek 32,393 9, AVTUR Avrasya Petrol ve Tur % -5.7% 7.5% 5.3% 15.3% 6.5% AYGAZ Aygaz 9.6 2, , % -0.2% 0.2% -2.0% 12.1% 3.3% 4.1% 5.5% PETKM Petkim 3.1 3,070 1,044 3, , % -0.8% 1.0% -1.2% 10.8% 2.0% 3.0% PTOFS OMV Petrol Ofisi 5.4 3, ,521 1, % -0.2% 4.7% 2.5% 16.9% 8.1% TRCAS Turcas Petrol % -0.8% 0.0% -2.2% 6.2% -2.7% 1.3% 1.4% TUPRS Tüpraş ,346 6,049 13,961 2, % -0.4% 0.8% -1.4% 2.9% -5.9% 6.5% 8.8% Petrol & P.Kimya 22,268 8, ASUZU Anadolu Isuzu % -0.6% 0.8% -1.4% 31.4% 22.5% 3.1% DOAS Doğuş Otomotiv , , % -1.9% -2.5% -4.7% 38.1% 29.3% 9.6% FROTO Ford Otosan ,562 1,541 9,475 1, % 1.3% -2.4% -4.6% 17.8% 9.0% 4.5% 6.0% KARSN Karsan Otomotiv % -0.2% 1.8% -0.4% -6.6% -15.4% OTKAR Otokar , , % -1.4% 2.4% 0.2% 56.6% 47.8% 2.5% 6.1% TOASO Tofaş Oto. Fab ,150 1,476 6, % -1.4% 4.7% 2.5% 27.7% 18.8% 5.6% 6.3% TMSN Tümosan % 1.1% 2.1% -0.1% 0.5% -8.3% TTRAK Türk Traktör , , % 2.5% 8.1% 5.9% 22.6% 13.8% 8.4% 10.2% Otomotiv Ana San. 23,838 5,

3 mn Hisse A 2013T 12A 2013T 2014T 12A BOYNR Boyner Mağazacılık % 4.5% 7.9% 5.7% 65.2% 56.4% BIMAS Bim Mağazalar ,004 8,402 14,573 1, % 1.7% 0.3% -1.9% 5.7% -3.1% 2.3% 1.8% BIZIM Bizim Mağazaları , , % 1.8% -0.7% -2.9% 8.3% -0.6% 1.3% 1.4% CARFA Carrefoursa(A) , , % 4.9% 13.5% 11.3% 27.6% 18.8% CARFB Carrefoursa(B) , , % 2.6% 17.2% 15.0% 33.5% 24.7% KIPA Tesco Kipa 6.6 1, , % 5.9% 8.9% 6.7% 2.5% -6.3% KILER Kiler Gıda , % -0.6% -0.8% -3.0% -12.6% -21.5% MGROS Migros Ticaret , ,658 2, % 0.2% 1.3% -0.9% 6.0% -2.8% MIPAZ Milpa % 0.8% 0.0% -2.2% -11.6% -20.4% SANKO Sanko Pazarlama % 0.1% 1.8% -0.4% -7.4% -16.2% UYUM Uyum Gıda % 0.9% 2.9% 0.7% -18.7% -27.5% Perakende Tic. 24,337 10, AKMGY Akmerkez GMYO , % 1.4% 4.2% 2.0% -11.6% -20.4% 4.8% AKFGY Akfen GMYO % -0.2% 0.6% -1.6% -2.4% -11.2% ALGYO Alarko GMYO % -0.9% 0.0% -2.2% -9.6% -18.5% 0.7% 1.7% AGYO Atakule GMYO % -0.9% 0.0% -2.2% 5.9% -2.9% 2.1% AVGYO Avrasya GMYO % -3.1% 28.8% 26.7% 39.6% 30.8% ATAGY Ata GMYO % -0.2% 1.6% -0.6% -1.5% -10.4% EKGYO Emlak Konut GMYO 3.0 7,525 1,881 8,550 4, , % 0.8% 6.4% 4.2% -3.5% -12.4% 2.6% 2.0% HLGYO Halk GMYO % -0.2% 1.7% -0.5% -11.1% -19.9% IDGYO Idealist GMYO % -0.6% 4.3% 2.1% -0.4% -9.2% ISGYO Iş GMYO % 1.1% 3.4% 1.2% 6.3% -2.5% 2.8% 4.0% DGGYO Doğuş GMYO % 0.3% 0.0% -2.2% 15.2% 6.4% KLGYO Kiler GMYO % -1.3% 0.5% -1.7% 5.0% -3.8% MRGYO Martı GMYO % -0.2% 4.3% 2.1% -7.5% -16.4% 6.2% 0.8% NUGYO Nurol GMYO % 0.6% 0.5% -1.7% -1.0% -9.9% OZGYO Özderici GMYO % 0.7% -2.6% -4.8% 32.9% 24.1% PEGYO Pera GMYO % -1.9% 0.0% -2.2% 1.7% -7.1% RYGYO Reysaş GMYO % -0.2% -2.9% -5.1% -5.6% -14.5% 0.6% SAFGY Saf GMYO , % -1.3% 0.0% -2.2% -9.2% -18.0% 16.4% SNGYO Sinpaş GMYO , % -1.6% 0.0% -2.2% -2.8% -11.7% 3.1% 4.3% TRGYO Torunlar GMYO 4.2 2, , % 0.0% -0.9% -3.1% 30.4% 21.6% 0.9% 1.9% TSGYO TSKB GMYO % 0.9% 4.4% 2.3% 20.5% 11.7% VKGYO Vakıf GMYO % 0.0% -4.5% -6.7% -10.0% -18.8% YGYO Yeşil GMYO % -1.6% 3.0% 0.8% 1.5% -7.3% YKGYO Yapı Kredi Koray GMYO % 1.4% 4.2% 2.0% -5.3% -14.2% Gayrimenkul Yat. 16,293 4, ALCAR Alarko Carrier % 0.8% 0.0% -2.2% 5.3% -3.5% 0.6% 1.9% ARCLK Arçelik ,852 2,213 8, % 1.0% 1.2% -1.0% 16.7% 7.9% 4.9% 5.5% BSHEV BSH Ev Aletleri , , % -1.1% 0.9% -1.3% 19.7% 10.9% IHEVA Ihlas Ev Aletleri % -0.2% 1.7% -0.5% -18.9% -27.7% KLMSN Klimasan Klima % -1.5% 3.5% 1.3% 25.8% 16.9% SILVR Silverline Endüstri % -0.2% 0.0% -2.2% -7.7% -16.5% TUDDF T. Demir Döküm , % 0.5% 1.7% -0.5% 0.7% -8.1% VESBE Vestel Beyaz Eşya % 0.2% 0.4% -1.8% 0.0% -8.8% 4.1% VES Vestel % -2.3% -3.0% -5.2% 20.6% 11.8% Dayanıklı Tük. 16,114 2, ADANA Adana Çimento (A) % 1.0% 1.9% -0.3% 14.3% 5.5% 7.3% 10.5% ADBGR Adana Çimento (B) % 2.2% 4.2% 2.0% 12.8% 4.0% 7.6% 10.7% ADNAC Adana Çimento (C) % 1.2% 4.2% 2.0% 0.0% -8.8% 4.2% 5.5% AFYON Afyon Çimento % -0.6% 1.2% -1.0% -9.8% -18.6% 0.1% AKCNS Akçansa , , % 1.2% 1.4% -0.8% 9.6% 0.8% 2.8% 5.6% ASLAN Aslan Çimento , , % -0.2% 0.6% -1.6% -13.4% -22.2% 0.4% BOLUC Bolu Çimento % 1.3% 5.2% 3.0% 37.2% 28.3% 4.9% 9.4% BSOKE Batısöke Çimento % -0.9% 1.4% -0.8% 4.9% -3.9% 2.6% 1.8% BTCIM Batı Çimento % -0.2% -0.3% -2.5% 18.0% 9.2% 0.5% 0.2% BUCIM Bursa Çimento % -0.2% 1.6% -0.6% 5.7% -3.1% 3.3% 3.4% CIMSA Çimsa , , % -0.7% 0.0% -2.2% 23.5% 14.7% 6.7% 8.8% CMBTN Çimbeton % -0.6% 0.7% -1.5% -5.5% -14.3% CMENT Çimentaş , % -0.7% -0.8% -3.0% -1.8% -10.6% GOLTS Göltaş Çimento % -0.9% 0.4% -1.8% 8.4% -0.5% 0.7% 1.8% KONYA Konya Çimento , , % -1.1% 0.3% -1.9% 5.6% -3.2% 1.1% 4.8% MRDIN Mardin Çimento % 1.9% 4.6% 2.4% 11.2% 2.4% 8.3% 11.0% NUHCM Nuh Çimento , ,283 1, % -0.2% 1.4% -0.8% -2.7% -11.6% 2.4% 3.2% UNYEC Ünye Çimento % -0.2% 1.1% -1.1% 0.4% -8.5% 7.9% 9.5% Çimento 14,336 2, BIST 100 Endeksi 85, , , , ,601 2, , % 2.2% 8.8% CLEBI Çelebi % -0.2% 4.1% 1.9% 5.9% -2.9% 5.4% DOCO DO-CO Restaurants % -1.6% 0.6% -1.6% 9.7% 0.9% 1.0% 1.5% TAVHL TAV Havalimanları ,559 1,824 4, % 1.0% 2.9% 0.7% 37.6% 28.8% 2.6% THYAO Türk Hava Yolları 7.6 9,144 4,572 9, , % 1.9% 7.6% 5.4% 21.7% 12.9% UCAK Usaş % -0.6% 0.9% -1.3% 43.2% 34.4% 7.9% Ulaştırma&Serv. 15,222 6,

4 mn Hisse A 2013T 12A 2013T 2014T 12A BIST 100 Endeksi 85, , , , ,601 2, , % 2.2% 8.8% IHMAD İhlas Madencilik % -0.6% -0.8% -3.0% -3.1% -11.9% IPEKE İpek Doğal Enerji 4.9 1, , % -1.4% 1.4% -0.8% -17.7% -26.5% KOZAA Koza Madencilik 4.5 1, , % -2.4% 1.8% -0.4% -21.4% -30.2% KOZAL Koza Altın ,368 1,557 7,320 1, % 0.1% 1.1% -1.0% -18.1% -27.0% 0.6% 1.8% PRKME Park Elek. Madencilik , % -1.1% 3.4% 1.2% 8.1% -0.7% 12.6% Madencilik 9,763 3, ALYAG Altınyağ % 1.4% 2.4% 0.2% 2.2% -6.7% BANVT Banvit % -0.7% 3.7% 1.5% 2.8% -6.0% 3.3% EKIZ Ekiz Yağ Sanayii % -0.2% -1.9% -4.0% -52.7% -61.5% ERSU Ersu Gıda % -0.2% 1.3% -0.9% -3.6% -12.4% FRIGO Frigo Pak Gıda % -0.2% 0.0% -2.2% -17.1% -26.0% KENT Kent Gıda , , % -0.2% -0.9% -3.1% 1.3% -7.5% KERVT Kerevitaş Gıda % -0.4% 0.2% -1.9% -4.7% -13.6% KNFRT Konfrut Gıda % 0.2% 0.9% -1.3% -0.4% -9.3% MERKO Merko Gıda % 2.1% 4.8% 2.6% -5.4% -14.2% MRTGG Mert Gıda % -1.4% 1.3% -0.9% -13.2% -22.0% PENGD Penguen Gıda % 9.7% 47.5% 45.3% 67.6% 58.8% PETUN Pınar Et Ve Un % 6.4% 8.1% 5.9% 16.5% 7.6% 10.1% 5.4% PINSU Pınar Su % 1.9% 4.3% 2.1% 6.3% -2.5% 4.2% PNSUT Pınar Süt % 2.2% 6.9% 4.7% 5.3% -3.5% 6.8% 3.9% TATKS Tat Konserve % -0.6% 0.4% -1.8% 4.3% -4.5% TUKAS Tukaş % 2.1% 3.5% 1.3% -6.4% -15.2% ULKER Ülker Bisküvi ,250 1,207 5, % -0.2% 4.8% 2.6% 64.3% 55.4% 0.9% 12.2% METRO Metro Holding % -4.5% 26.9% 24.7% 43.5% 34.7% Gıda 11,245 2, CEMTS Çemtaş % -0.2% 1.7% -0.5% 3.5% -5.3% 4.2% EREGL Ereğli Demir Çelik 2.1 7,175 2,296 12,063 3, , % 0.3% 2.5% 0.3% -5.2% -14.1% 5.1% 4.6% IZMDC Izmir Demir Çelik 3.1 1, , % 1.4% 3.7% 1.5% -21.1% -29.9% KRDMA Kardemir (A) % 13.5% 29.0% 26.8% 81.7% 72.9% 5.1% KRDMB Kardemir (B) % 6.4% 13.2% 11.0% 97.1% 88.2% 3.4% KRDMD Kardemir (D) 2.1 1,233 1,097 1, % 3.3% 7.9% 5.7% 62.7% 53.9% 6.4% Demir&Çelik 10,541 4, ANACM Anadolu Cam 2.8 1, , % 0.2% 0.7% -1.5% -1.8% -10.6% 1.9% DENCM Denizli Cam % -2.6% 2.0% -0.2% -1.1% -9.9% ECYAP Eczacıbaşı Yapı % -0.4% 0.0% -2.2% -9.7% -18.5% EGSER Ege Seramik % 0.6% 6.9% 4.7% 27.1% 18.2% 2.1% 8.9% KUTPO Kütahya Porselen % 0.7% 1.8% -0.4% 1.8% -7.0% SISE Şişe Cam 3.0 4,425 1,283 5, , % -0.2% 1.0% -1.2% 0.0% -8.8% 0.9% 1.5% SODA Soda Sanayii 2.5 1, , % -0.6% -0.8% -3.0% 4.5% -4.3% 2.7% TRKCM Trakya Cam 3.0 2, , % 0.8% 4.2% 2.0% 23.0% 14.1% 2.2% USAK Uşak Seramik % -0.2% 2.5% 0.3% -7.4% -16.2% Cam&Seramik 9,629 2, ARENA Arena Bilgisayar % -0.5% 3.6% 1.4% 20.3% 11.5% 5.8% 3.4% ARMDA Armada Bilgisayar % -0.2% 2.2% 0.0% 19.9% 11.1% 3.3% 4.5% ASELS Aselsan , , % -1.6% 2.9% 0.7% 25.6% 16.8% 1.6% 2.0% BMEKS Bimeks % 0.6% -1.6% -3.8% -4.7% -13.5% DESPC Despec Bilgisayar % -0.2% 1.8% -0.4% -3.4% -12.3% 3.8% 8.5% DGATE Datagate Bilgisayar % 1.3% -1.5% -3.7% 8.6% -0.2% ERICO Ericom Telekomünikasyon % -2.0% 5.1% 2.9% 15.7% 6.9% ESCOM Escort Teknoloji % -2.5% -1.5% -3.7% -35.2% -44.0% INDES Indeks Bilgisayar % -0.2% 2.8% 0.6% 11.2% 2.4% 2.0% 4.1% KAREL Karel Elektronik % -0.6% 0.9% -1.3% 4.5% -4.4% KRONT Kron Telekomünikasyon % 0.7% 1.9% -0.3% -15.0% -23.8% LINK Link Bilgisayar % -0.2% 0.3% -1.8% -11.8% -20.6% LOGO Logo Yazılım % 3.6% 13.2% 11.0% 32.5% 23.7% 5.6% PKART Plastikkart % 0.2% -0.8% -3.0% 9.3% 0.4% TKNSA Teknosa , , % 0.6% 0.4% -1.8% 61.1% 52.3% Telekom & Teknoloji 7,679 1, AKENR Ak Enerji 1.7 1, , % -0.8% 1.2% -1.0% 1.2% -7.6% AKSEN Aksa Enerji 4.9 3, ,199 1, % -0.6% 1.4% -0.7% 7.5% -1.4% AKSUE Aksu Enerji % 0.8% 0.3% -1.9% 21.2% 12.3% 2.3% AYEN Ayen Enerji % 0.3% 2.1% -0.1% -2.9% -11.8% 11.2% EMKEL Emek Elektrik % 1.0% 3.7% 1.6% -20.2% -29.0% ZOREN Zorlu Enerji % -0.2% 3.9% 1.8% 37.4% 28.6% Elektrik 5,

5 HALKA Max. 5 Min. 5 Son 1 Ay 26/04/2013 CARİ AÇIK Yıllık Yıllık mn Hisse GÜNLÜK AYLIK YILBAŞINA GÖRE T 12A 2013T 2014T 12A Ortlama PD/PRİM Ortalama Özsermaye Karlılığı(%) T 2014T T 2014T AKGRT Aksigorta , % -0.2% 1.4% -0.8% 7.6% -1.3% 5.1% % 11.4% 9.5% ANHYT Anadolu Hayat Emek , , % -0.9% -1.0% -3.2% 45.7% 36.9% 3.2% 3.3% % 14.1% 10.6% ANSGR Anadolu Sigorta % -0.2% 0.0% -2.2% 10.4% 1.6% 1.7% % 6.9% AVIVA Aviva Sigorta , % -0.7% 0.7% -1.5% 3.9% -4.9% GUSGR Güneş Sigorta % -0.2% 1.3% -0.9% 5.4% -3.5% RAYSG Ray Sigorta % -0.2% 2.9% 0.7% 6.9% -1.9% % YKSGR Yapı Kredi Sigorta , , % -0.2% 0.0% -2.2% 7.3% -1.5% 1.8% 3.8% % 17.0% Sigortacılık 6, % mn Hisse A 2013T 12A 2013T 2014T 12A DOBUR Doğan Burda % 1.1% -0.9% -3.1% -8.3% -17.2% 4.9% 3.3% DURDO Duran Doğan Basım % -0.6% -1.2% -3.4% -38.6% -47.4% DYHOL Doğan Yayın Hol , , , % -1.3% 2.4% 0.2% 11.5% 2.7% HURGZ Hürriyet Gzt , % -1.3% 1.1% -1.1% 2.2% -6.7% DGZTE Doğan Gazetecilik % 1.1% 0.6% -1.6% 4.6% -4.2% IHGZT İhlas Gazetecilik % -0.2% 0.0% -2.2% -32.7% -41.5% IHYAY İhlas Yayın Holding % -0.2% 1.7% -0.5% -23.1% -31.9% Basın 2, BIST 100 Endeksi 85, , , , ,601 2, , % 2.2% 8.8% ARSAN Arsan Tekstil % 0.2% 5.4% 3.2% 3.1% -5.8% ATEKS Akın Tekstil % -1.9% 2.8% 0.6% 42.2% 33.4% BISAS Bisaş Tekstil % -0.2% 2.4% 0.2% -9.7% -18.5% BOSSA Bossa % -0.2% 4.9% 2.7% 17.6% 8.7% 13.3% BRKO Birko Mensucat % -0.2% 1.6% -0.6% 23.5% 14.7% BRMEN Birlik Mensucat % 0.9% 2.2% 0.0% -21.7% -30.5% KRTEK Karsu Tekstil % -0.2% 1.9% -0.3% -14.8% -23.7% 6.8% 6.0% LUKSK Lüks Kadife % 0.7% 3.8% 1.6% 3.8% -5.0% MEMSA Mensa % 10.1% 3.2% 1.0% -33.3% -42.2% SKTAS Söktaş % 0.4% 0.9% -1.3% -9.7% -18.6% 0.8% 0.7% SNPAM Sönmez Pamuklu % -0.6% -0.4% -2.6% -10.0% -18.9% Tekstil-Pamuklu 1, AKSA Aksa , % -1.0% 2.8% 0.6% 8.7% -0.2% 2.0% 5.9% SASA Advansa Sasa % -1.1% -0.9% -3.1% -5.0% -13.9% SONME Sönmez Filament % -0.2% 0.5% -1.7% -1.0% -9.8% Tekstil-Sentetik 1, ALTIN Altınyıldız , , % 0.3% 0.5% -1.7% 40.8% 32.0% 3.1% YUNSA Yünsa % 2.8% 3.3% 1.1% 26.2% 17.4% 1.0% Tekstil-Yün 2, Tekstil-Tüm 5,275 1, ,703 DEVA Deva Holding % 0.2% 2.8% 0.6% 7.2% -1.7% ECILC Eczacıbaşı ılaç 2.5 1, , % 0.2% 3.7% 1.5% 27.0% 18.2% 3.0% 5.0% LKMNH Lokman Hekim % -2.6% 0.2% -2.0% 64.4% 55.6% SELEC Selçuk Ecza Deposu 2.1 1, , % -0.7% -0.5% -2.7% 1.0% -7.9% 2.6% 3.1% İlaç 3, ALKIM Alkim Kimya % -0.2% -0.3% -2.5% 17.2% 8.4% 3.0% 5.2% BAGFS Bagfaş % -0.2% 0.9% -1.3% 0.5% -8.4% 3.8% 5.7% EGGUB Ege Gübre % 0.0% -1.2% -3.4% -4.2% -13.1% 0.4% 0.5% GUBRF Gübre Fabrik , , % -0.8% -0.3% -2.5% 11.3% 2.4% HEKTS Hektaş % 2.1% 1.3% -0.8% 22.2% 13.3% 8.2% 10.1% Kimya & Tarım İlaçları 2, DOGUB Doğusan % -0.2% 1.5% -0.7% -13.9% -22.8% EGPRO Ege Profil % -0.9% 3.2% 1.0% 15.2% 6.4% EMNIS Eminiş Ambalaj % -1.1% -0.9% -3.1% -18.2% -27.0% INTEM Intema % -1.6% 1.5% -0.7% -13.7% -22.5% IZOCM Izocam , % -0.5% 1.6% -0.5% -11.2% -20.0% 2.2% 2.5% MRSHL Marshall , % -0.2% 1.5% -0.7% -8.1% -17.0% PIMAS Pimaş % -4.1% 13.5% 11.3% 37.1% 28.3% DYOBY Dyo Boya % -2.3% 0.7% -1.5% 15.3% 6.5% Inşaat Malz. 2, ALKA Alkim Kağıt % -2.7% 9.0% 6.8% 21.4% 12.6% 5.0% 10.9% BAKAB Bak Ambalaj % -0.6% 5.2% 3.0% 19.9% 11.1% DENTA Dentaş Ambalaj % -0.2% 0.3% -1.9% 4.2% -4.6% 3.7% KAPLM Kaplamin % -0.7% 0.3% -1.9% 11.8% 3.0% KARTN Kartonsan % -0.2% 3.2% 1.0% 23.8% 15.0% 0.3% 0.9% OLMIP Olmuksan-IP % -0.5% 0.3% -1.9% -4.9% -13.8% #N/A #N/A TIRE Mondi Tire Kutsan % -1.0% 4.8% 2.6% 18.2% 9.4% VKING Viking Kağıt % 0.9% 1.1% -1.1% -5.0% -13.8% Kağıt 1,

6 mn Hisse A 2013T 12A 2013T 2014T 12A BIST 100 Endeksi 85, , , , ,601 2, , % 2.2% 8.8% ADEL Adel Kalemcilik % -0.2% -0.5% -2.7% 32.3% 23.5% 4.8% 3.8% ADESE Adese Alışveriş Ticaret % -0.5% -0.3% -2.5% 43.8% 35.0% ATAC Ataç İnşaat % 2.6% -2.6% -4.8% 13.3% 4.4% 0.4% AVOD A.V.O.D. Gıda ve Tarım % 5.3% 11.7% 9.5% 53.3% 44.5% BLCYT Bilici Yatırım % 1.9% 0.1% -2.1% -25.6% -34.5% BRKSN Berkosan Yalıtım % 0.1% 0.9% -1.3% -31.6% -40.4% GEREL Gersan Elektrik % 0.5% 5.5% 3.3% 13.2% 4.4% GLRYH Güler Yat. Holding % -3.1% 6.3% 4.1% 0.0% -8.8% HZNDR Haznedar Refrakter % -0.2% 3.3% 1.1% 10.8% 2.0% KARKM Karkim Sondaj Akışkanları % 8.8% 19.7% 17.5% 81.4% 72.5% 3.5% KRA Karakaş Atlantis % 0.9% -3.1% -5.3% 11.9% 3.1% KATMR Katmerciler Ekipman % 0.2% 1.8% -0.4% 58.3% 49.5% MATAS Mataş Matbaacılık % 0.2% 5.0% 2.8% -10.3% -19.1% MEPET Metro Petrol ve Tesisleri % -5.8% 16.5% 14.3% 118.7% 109.9% OZBAL Özbal Çelik Boru % -0.2% 0.6% -1.6% -9.4% -18.2% SAMAT Saray Matbaacılık % -0.2% -0.8% -3.0% -8.6% -17.4% SERVE Serve Kırtasiye % -1.6% -1.4% -3.6% 12.5% 3.7% YAPRK Yaprak Süt ve Besi Çift % -0.5% 0.6% -1.6% -2.8% -11.6% Diğer 1, BRSAN Borusan Mannesmann , % -0.2% 0.3% -1.9% 24.0% 15.2% 4.0% BURCE Burçelik % -0.2% 0.0% -2.2% -14.6% -23.4% BURVA Burçelik Vana % -0.5% -0.3% -2.5% -15.3% -24.1% CELHA Çelik Halat % -0.5% -0.3% -2.5% -13.4% -22.2% DMSAS Demisaş Döküm % -1.1% 0.9% -1.3% -4.9% -13.7% 5.1% ERBOS Erbosan % -0.6% -0.8% -3.0% 15.6% 6.7% 2.4% 4.4% FENIS Feniş Alüminyum % -2.1% 6.2% 4.0% 24.2% 15.4% MAKTK Makina Takım % 0.7% 1.7% -0.5% 0.9% -8.0% SARKY Sarkuysan % -0.2% 0.7% -1.5% 6.8% -2.0% 3.5% 1.7% Metal İş. & Çelik Dök. 1, CRDFA Creditwest Faktoring % 0.0% 2.7% 0.5% 28.2% 19.4% 3.7% 5.3% FFKRL Finans Fin. Kir % -0.2% 4.5% 2.3% -7.9% -16.7% FONFK Fon Fin.Kir % -3.6% 3.0% 0.8% 6.8% -2.0% GARFA Garanti Faktoring % -1.3% 0.3% -1.9% -1.6% -10.4% GSDDE GSD Denizcilik % -2.2% 2.1% -0.1% 17.1% 8.2% ISFIN Iş Fin. Kir % -0.2% 1.0% -1.2% -1.0% -9.8% SEKFK Şeker Fin. Kir % 1.1% 0.0% -2.2% 1.3% -7.6% VAKFN Vakıf Fin. Kir % 0.4% 0.6% -1.6% -3.7% -12.5% Finansal Kiralama & Faktoring 1, ALC Alcatel Lucent Teletaş % 0.0% 1.6% -0.6% 33.2% 24.4% ANELT Anel Telekom % -0.2% 0.6% -1.6% 4.4% -4.4% NETAS Netaş Telekom , % 0.3% 0.5% -1.7% -1.4% -10.2% 1.8% 2.5% PRKAB Türk Prysmian Kablo % -0.2% 1.3% -0.9% 28.1% 19.3% 1.8% Telekom Ekipman 1, EGLYO Egeli&Co Girişim % -1.6% -0.5% -2.7% -10.0% -18.9% 16.7% GDKGS Gedik Girişim % -0.2% -0.7% -2.9% 1.4% -7.4% 2.3% RHEAG Rhea Girişim % -1.0% 1.7% -0.5% -27.9% -36.7% ISGSY İş Girişim % 0.4% 0.6% -1.6% 34.3% 25.5% 2.2% 9.5% GOZDE Gözde Girişim % 0.0% -0.7% -2.9% -10.3% -19.2% Girişim Serm AYCES Altınyunus Çeşme % 1.2% 3.2% 1.0% -1.1% -10.0% FVORI Favori Dinlenme Yer % -1.6% 1.4% -0.8% -16.1% -24.9% MAALT Marmaris Altınyunus % -1.1% 1.9% -0.3% -8.6% -17.5% METUR Metemtur Otelcilik % 0.9% 5.7% 3.6% -1.1% -9.9% MARTI Martı Otel % -0.2% 7.0% 4.8% 0.0% -8.8% NTTUR Net Turizm % 0.9% 9.3% 7.1% 30.6% 21.7% 2.1% PKENT Petrokent Turizm % -1.4% -1.6% -3.8% -7.7% -16.5% TEKTU Tek-Art Turizm % -0.2% 1.4% -0.8% -8.5% -17.4% UTPYA Utopya Turizm % -0.7% -5.6% -7.8% 11.4% 2.5% Turizm EUROM Euro Yat.Men.Değ % -0.2% 1.4% -0.8% -37.4% -46.2% GEDIK Gedik Y. Men. Değ % 0.6% -3.1% -5.3% 12.2% 3.4% 5.1% GLBMD Global Men. Değ % 2.9% 3.1% 0.9% 3.1% -5.7% 3.2% 5.9% INFO İnfo Yatırım % -0.2% -2.4% -4.5% -7.8% -16.6% ISMEN Iş Y. Men. Değ % 0.4% 0.0% -2.2% 3.0% -5.8% 4.0% 3.1% Aracı Kurumlar ANELE Anel Elektrik % -1.9% -7.1% -9.3% -20.2% -29.0% BROVA Borova Yapı % -0.2% -1.2% -3.4% -7.9% -16.7% EDIP Edip Gayrimenkul % 1.1% 0.7% -1.5% 2.0% -6.8% İnşaat ve Bayındırlık

7 Kaynak: Bloomberg, Vakıf Yatırım Araştırma mn Hisse A 2013T 12A 2013T 2014T 12A BIST 100 Endeksi 85, , , , ,601 2, , % 2.2% 8.8% ARFYO Alternatif Yat % 3.5% 6.8% 4.6% 6.0% -2.8% 3.3% 0.3% AAS Atlas Yat % -1.2% -1.9% -4.1% 2.0% -6.9% COSMO Cosmos Yat % 1.1% 1.3% -0.9% -12.4% -21.2% 2.3% DNZYO Deniz Yat % -0.6% -0.9% -3.1% 7.3% -1.5% ECBYO Eczacıbaşı Yat % -0.2% 4.2% 2.0% 2.5% -6.3% EGCYO Egeli & Co Tarım Girişim % -4.5% 8.1% 5.9% -10.7% -19.5% EMBYO Euro B Tipi Yat % -0.2% 0.0% -2.2% -4.2% -13.0% ETYAT Euro Trend Yat % -0.2% 1.4% -0.8% -4.1% -12.9% EUKYO Euro Kapital Yat % -0.2% 0.0% -2.2% -11.1% -19.9% 0.1% FNSYO Finans Yat % -0.2% -0.9% -3.1% -3.6% -12.4% GDKYO Gedik Yat % 0.8% 0.0% -2.2% 1.0% -7.8% 1.7% GRNYO Garanti Yat % 1.3% 1.5% -0.7% 1.5% -7.4% ISYAT Iş Yat % -1.2% -1.0% -3.2% 1.4% -7.4% 10.5% 13.4% MYZYO M. Yılmaz Yat % -0.2% -1.8% -3.9% 5.7% -3.2% OYAYO Oyak Yat % -0.2% 5.2% 3.0% 0.0% -8.8% TCRYO Tacirler Yat % -1.2% -1.9% -4.1% -1.1% -10.0% 3.3% VKBYO Vakıf B Tipi Yat % 0.8% -0.9% -3.1% -3.7% -12.5% YKBYO Yapı Kredi B Tipi Yat % -0.6% 0.8% -1.4% 3.5% -5.4% 2.4% Yat GENTS Gentaş % -0.2% 0.0% -2.2% -3.6% -12.5% 5.3% 7.5% KLBMO Kelebek Mobilya % -0.2% -6.8% -9.0% 38.0% 29.2% Mobilya AFMAS AFM Film % 0.2% 0.8% -1.4% 3.1% -5.7% Eğlence LATEK Latek Lojistik % 0.9% 2.2% 0.0% -6.9% -15.7% RYSAS Reysaş Lojistik % 1.2% 2.8% 0.6% 1.4% -7.4% Lojistik : 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 12A: Son açıklanan kaydırılmış 12 aylık veriler üzerinden hesaplama yapılmıştır. 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. 7