April 25 BIST Last Minute OTKAR TAVHL TTRAK ALTNY LINK and more

📌 What Happened?

On April 25, 2025, prominent developments on Borsa Istanbul entered investors' radar. Otokar has signed an agreement with Romania-based Automecanica to form a new venture company with a 50-50% partnership. Tav Airports announced that it plans an investment of about 300 million euros for Almaty Airport in Kazakhstan, which will be spread over the period 2025-2029. Türk Traktor, on the other hand, revised its domestic sales forecast downwards, bringing it to the range of 20,000 — 24,000. Altinay Defense attracted attention with the improvement in its credit ratings, while Link Computer Kayaport entered into a strategic cooperation in the field of cloud collection systems development. Akdeniz Investment Holding completed its solar power plant in Konya and commissioned it. In global developments, while trade tensions between the United States and China have softened, the possibility of the Chinese administration suspending some tariffs has emerged. Statements from the European Central Bank said that the probability of a recession for the Eurozone is unlikely. In Turkey, Minister Simsek's emphasis on strategic partnership with the United States stood out. The dollar and euro started the day with limited gains, while gold prices also continued their run higher. Also today's TCMB PPK Summary is eagerly awaited by investors.

📉 Products That May Be Affected

🟢 Positive:
• Otokar (OTKAR)
• Tav Airports (TAVHL)
• Golden Moon Defense (ALTNY)
• Akdeniz Investment Holding (AKYHO)
• Link Computer (LINK)

🔴 Negative:
• Turkish Tractor (TTRAK)
• Chinese e-commerce companies (Temu, Shein)
• APAC region trade-oriented companies

🧠 Expert Review

The company news announced today gives important signals for investors who want to take strong positions in the medium and long term, especially in the defense, transportation and renewable energy sectors. Otokar's strategic move in Romania can support its growth targets in the European market. Altınay Defense's grade increase could stimulate demand for shares while boosting corporate confidence. On the other hand, the downward revision of the Turkish Tractor reflects the traces of a narrowing in domestic demand. Although the impact of global developments on Turkish markets appears to be limited, internal developments such as the TCMB PPK summary may be decisive in the short term. The return of US-China trade dynamics to positive may support export-oriented sectors.

✅ Take Action

Strategic partnerships, note increases and sectoral expansions in Borsa Istanbul can create new opportunities in investment decisions. Carefully follow the TCMB PPK Summary, which will be announced today.
Explore relevant analytics
Examine investment opportunities

🛑 Disclaimer

This content is not investment advice. You should make your decisions based on your own research and professional advisors.

investment desk, analysis, stock, stock exchange, balance sheet, crypto, US markets, BIST 100, technology stocks, Trump, Otokar Romania partnership, Altınay Defense credit rating, TAV Almaty investment, Turkish Tractor sales revision, Link Computer Kayaport, AKYHO solar power, US China trade, AMB recession statement, TCMB PPK summary, exchange rate, gold price, share buyback, AVPGY dividend, SARKY dividend, cloud collection solution, solar energy investment, strategic partnership, defense rating upgrade, Otokar Automecanica JV, TAVHL Almaty expansion, Altinay credit rating, Turkish Tractor forecast, LINK cloud finance, AKYHO solar power, China tariffs, ECB no recession, US trade policy, CBRT monetary summary, Istanbul stock picks, dividend calendar