BIST 100 Settled at the Peak: Weekly Market Analysis

BIST 100 Settles at the Peak: Weekly Market Analysis

As the excitement of the new year continues in global markets, the BIST 100 index in Borsa Istanbul has reached a historical peak above 12,200 points. Among the reasons behind this rise are the increasing risk appetite among investors and the positive results of the inflation data for December, which exceeded expectations.

Highlighted Data from Last Week

• In Turkey, December inflation was announced at 0.89%, below the market expectation of 0.96%.
• The BIST 100 index closed the week above 12,200 points, breaking a new record.
• The S&P 500 index completed the week at 6,978 points, renewing its peak due to positive developments in the US.
• In the US, non-farm payrolls increased by 50,000 in December, falling short of the 66,000 market expectation.
• Bitcoin closed the week with a 1% increase, while the overall cryptocurrency market value rose by 2%.

Market Dynamics and Opportunities

Focusing on companies with upwardly revised analyst expectations in recent months presents new opportunities for investors. However, merely increasing expectations will not be sufficient; it is also critical for companies to provide visibility on the sustainability of growth. The RSI value remaining below the 70 level provides an opportunity for investors to find more balanced entry points.

Notable Company Developments

• Nvidia (NVDA) introduced a new reasoning model for autonomous driving systems at CES 2026.
• Novo Nordisk (NVO) launched the pill form of its record-selling Wegovy.
• Zeta Global (ZETA) aims to enhance corporate marketing solutions by establishing a strategic partnership with OpenAI.
• Akbank (AKBNK) was the most purchased stock by foreign investors, while Turkish Airlines (THYAO) was recorded as the most sold stock.
• Smart Solar Energy (SMRTG) announced the completion of $5.58 million in solar cell sales.
• Kontrolmatik Technology (KONTR) won an important tender from Morocco.

Market Summary

As an important week has passed for investment enthusiasts, Oklo shares gained 35.36% due to significant collaborations. On the other hand, AMD shares fell by 9.08%, disappointing investors, while Sarkuysan (SARKY) stocks rose by 35.87% with increasing copper prices. Meanwhile, SASA Polyester (SASA) lost 18.34% of its value due to financial concerns.