Weekly Stock Newsletter-May 12, 2025

Weekly Newsletter: New Balances in Trading

With the return to the negotiating table between the US and China, the trade agreement with the UK, the enthusiasm in the crypto markets and the balanced rhetoric of the Fed, balances are re-establishing in global financial markets. As risk appetite grew in the markets, investors were distracted in the final week of the balance sheet season.

🌐 Global Trade and Political Developments

• The US Treasury has announced that high-level trade talks with China will begin in Switzerland.
• US President Trump called on investors to “take stock now” following the trade developments.
• Trump said the country's economy would “go up like a rocket.”
• The easing of tension in trade wars has boosted investor confidence and triggered purchases in risky assets such as crypto, the stock market.

📈 Macroeconomic Data and Central Bank Decisions

• In Turkey, CPI declined year-on-year to 36.86%, giving a positive signal.
• According to TCMB data, the real effective exchange rate based on CPI decreased to 72.12, which was negatively priced for TL.
• The Fed kept the interest rate steady in the range of 4.25% — 4.50%.
• Fed Chairman Powell announced that they will act according to the course of inflation and are in “wait-see” mode.
• The market welcomed the signal that the Fed would take a firm stance for longer.

📊 Rally and Corporate Confidence in Cryptocurrencies

• Bitcoin surpassed $100,000 for the first time since February 4, giving its investor huge profits.
• It is worth noting that spot Bitcoin ETFs have been receiving uninterrupted entry for 4 weeks.
• The total asset value of ETFs reached $121.2 billion.
• BlackRock's IBIT product has raised more capital than its gold ETF since the start of the year.
• Bitcoin yields 10.8%, while Ibit's steady demand has been a sign of institutional confidence.

💡 Ethereum and Altcoin Rally

• Ethereum is up 21.9% in one day with staking efficiency following the Pectra update.
• The 7-day gain reached 32.6%, having had its strongest week of the year.
• The expectation that ETFs with staking could receive SEC approval supported pricing.
• Eigenlayer (EIGEN) gained 47.2% in value, taking advantage of the volatility in Ethereum.
• The first ETF application was made by Bitwise for Near Protocol (NEAR), and NEAR closed the week with a 21.5% premium.

📉 Market Effects and Stock Performances

• Insulet (PODD) closed the week with a gain of 21.38%, with revenue above expectations.
• Vertex (VRTX) lost 15.02% in sales.
• Aselsan (ASELS) rose 14.86% under the influence of regional tensions.
• Aksa Acrylic (AKSA) fell 3.85% after a weak balance sheet.
• Memecoin PNUT is up 83.36% after teaming up with VerseWorld.

📊 Stock Hunt: Strong Companies With Attractive Multiplier Balance Sheets

• Companies that increased their net profit and had operational profit growth above 30% were listed.
• Firms that achieved turnover growth compared to the same quarter last year stood out.
• Companies with a FD/EBITDA ratio below the industry average were found attractive.
• Stocks with equity growth above 30% entered the investor radar.
• The listing was made among companies that announced balance sheets until May 9.

🤖 Company News and Industry Developments

• Apple is preparing to integrate AI-powered search providers into its Safari browser.
• Amazon bought $84.4 million worth of shares from AMD.
• Uber acquired 85% of Trendyol Go for $700 million.
• THY Teknik will establish an engine maintenance center in Turkey in cooperation with Rolls-Royce.
• Blue Clothing has announced that it will establish a new subsidiary in the United States called Mavi US Retail LLC.

🧠 Expert Review

Geopolitical softening in global markets, the Fed's wait-and-see stance and confidence-boosting developments in crypto markets are boosting investor appetite. While bolder positions are being taken in risky assets during this period, ETFs stand out, which are particularly attracting institutional interest on the crypto side. But as the end of the balance sheet season approaches, the importance of share-based careful choices for individual investors is growing. In the short term, one should be wary of fluctuations; in the medium and long term, trends appear to be upward.

✅ Take Action

New trade deals, central bank decisions and strong moves from tech companies are reshaping investment opportunities. Analyze this period well to take the right position on the stock exchange, crypto and ETFs.
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🛑 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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