亨利大厅, Simon Nellis. & 团队 |
花旗 |
尽管从第一个地方倒回第三,但花旗队亨利大厅和Simon Nellis.继续以“彻底的研究和良好的建模”为客户留下深刻印象深刻的。“土耳其银行今年是明星表演者,”大厅说。“优惠的价格主要是通过下降的率,这支持利润率和健康的贷款卷。”In light of the subsector’s strong performance in 2012 — it gained 64.6 percent — the analysts are generally neutral this year but maintain buy ratings on Türkiye Halk Bankası and Yapı ve Kredi Bankası, Turkish firms that rose 14.9 percent and 7.7 percent, respectively, year-to-date through May. “While we expect further positive near-term share price performance on these stocks, we remain cautious longer term, as we fear the rate cycle will be turning later this year or early next year — an event the market is likely to price in beforehand,” Hall warns. The crew consists of seven researchers working out of Poland, Russia, South Africa, Turkey, the United Arab Emirates and the U.K. —Leslie Kramer. |