5G Tender and Development Road Project Positively Affect Which BIST Share

📡 Rising Telecom Signals with 5G: NETAS and ASELS in Focus

The 5G tender, in which Turkey will make a digital leap in mobile communications, will be held in August. At the heart of this process are companies that offer communication infrastructure and security solutions, in particular, such as NETAS and ASELS. 5G systems, which are expected to receive the first signal in 2025, mark a new investment period in which infrastructure installations will accelerate.

NETAS, with its many years of technical expertise in telecommunications infrastructure, is seen as one of the companies that can take a critical role on the base station and core network installation side. ASELS, on the other hand, can be positioned in areas where 5G will be integrated into the defense industry, especially in secure communication systems. Fiber cable manufacturers such as CRFSA are also prominent in next-generation network projects. Karel's power plant solutions and Arena's hardware distribution capabilities can play a complementary role in this transformation.

On a macro level, the spread of 5G will accelerate the digitalization of Turkey's industrial production, automation, artificial intelligence and healthcare. In this process, public-private partnerships are expected to intensify, while companies such as NETAS may also open up to new export markets through global business partnerships. The military communication capacity of ASELS makes it possible to integrate this technology into the strategic field.

On the part of investors, these developments can trigger speculative movements, especially in short-term positions. However, there is potential for a medium-term appreciation in these shares for patient investors, as projects will take time to progress technically and become contracts. NETAS, where acceleration has been observed in the RSI and volume indicators, has been among the technology stocks that have attracted interest in recent weeks.

🛤️ Development Road: ENKAI, KRDMD and DOHOL Prepare for New Route

The Development Road project, which will start in the south of Iraq and reach Europe via Turkey, could trigger a major revival in the infrastructure and logistics sectors. Under this huge project, which is expected to be under construction in 2026, stocks such as ENKAI, KRDMD and DOHOL are on investors' radar.

While KRDMD stands out for its strong capacity on the steel production side required for rail and highway infrastructure, Enkai's construction and engineering capabilities increase the potential for direct participation in the project. DOHOL, on the other hand, can create opportunities on the transport side in the new trade corridor, which will be formed by the logistics and media arm. Stocks with regional hospitality investments, such as MAALT, can also be positively affected by increased human traffic.

With the completion of this project, it is intended to create a 25-day route for freight transport from Asia to Europe. This strengthens Turkey's role as a transit country in global trade, while ensuring that infrastructure investments will provide lasting returns. Enkai's role as a contractor and international project experience pave the way for it to be one of the first preferred companies if funding is found for the project.

From the point of view of the investor, such infrastructure themes often carry long-term potential. However, news such as the Road to Development's clarified financing plan and the Iraq-Turkey joint-construction company initiative could increase trading volume in related stocks. Shares such as KRDMD and ENKAI are thought to contain a severe discount to their current price levels. Investors have already begun to scrutinize these stocks by book value.

✈️ Geopolitical Tension and Logistics Transformation: THYAO, PGSUS, TAVHL Shares Under Impact

Geopolitical developments in the Middle East have directly affected civil aviation companies. The fact that some aircraft belonging to THYAO and PGSUS were stranded in Iranian and Iraqi airspace revealed that risks in the region could be reflected in the financial statements. However, the short-term impact of these developments also points to opportunities that can be compensated for by the Development Path in the medium to long term.

THYAO is among the companies that can adapt more quickly to alternative flight routes with its large fleet and global connections. PGSUS's low-cost operating model and its search for new lines can translate such geographic crises into opportunity. TAVHL, on the other hand, is in a strategic position in the transformation of logistics infrastructure with its investments in airport enterprises in the region. Additional revenue potential may arise from these companies with the clarification of new routes.

With the Development Road, Turkey's potential to become a logistics hub can grow air transport not only in terms of passenger but also cargo transportation. Capacity increases at TAVHL managed airports, PGSUS's route strategies and Thyao's share in cargo operations could move these shares into repricing space in the medium term. But volatility can make investor decisions more cautious in the short term.

The pullbacks in these stocks can be seen as an opportunity for some investors. In particular, the ability of companies with high balance sheet strength and operational flexibility to absorb such geographical stresses creates an element of confidence from the investor's point of view. Thyao's adaptation in times of crisis, PGSUS's aggressive growth strategy, TAVHL's terminal operating experience are among the factors driving this process.

🧠 Expert Review

NETAS, ASELS, KRDMD, ENKAI, THYAO and other strategic stocks are at the forefront of Turkey's infrastructure and technology transformation. While sharp fluctuations due to news feeds are possible in the short term, the real value in these stocks lies in the medium-long term stories. Careful analysis of the ability of investors, indebtedness ratios and sectoral advantages of these companies to participate directly in projects will consolidate their positions. While volatility creates opportunity, patience and analysis will be the most valuable investment tool in this process.

🛑 Disclaimer

This content is created by Investment Desk AI and does not constitute investment advice. You should make your decisions based on your own research and expert advisors.

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