Balance sheets will be stamped next week. Which companies are at the forefront

📌 Weekly Newsletter: Eyes on the Balance Sheets in the New Week

In global markets, Trump's moderate rhetoric has increased risk appetite. Gold pulled back from the $3,500 peak as US indices and crypto assets recovered. La recuperazione è anche presentato sul stock exchange in Istanbul. Stock-based divergences may come to the fore as the balance sheet season accelerates in the new week.

🗓️ 5 Things You Need to Know About the Past Week:

• Fitch reviews Turkey's credit ratings BB-/B confirmed as. (Neutral)
• In the PPK summary of the TCMB Risks in inflation attention was drawn. (Negativ)
• Trump has said he has no intention of firing Fed Chairman Powell. (Positiva)
• Gold fell from the $3,500 peak to $3,300. (Neutral)
• The Fed removed the requirement for banks to declare digital assets and tokens. (Positiva)

📈 Weekly Stock Hunt:

• Net Cash Position > 0
• Net Currency Position > 0
• Decline by Last 1-Year Peak Price > 20%
• The FD/EBITDA ratio is at reasonable levels compared to industry competitors

💹 Crypto ETF Filings and SEC Developments:

Trump Appoints New SEC Chairman Paul Atkins He began his mission. There are currently 72 crypto ETF applications awaiting approval. According to Bloomberg ETF analyst 2025 is a crazy year può essere. According to Kaiko data XRPis one of the closest candidates for obtaining spot ETF approval.

📰 Featured News of the Week:

• Alibaba, Tencent and Bytedance have stockpiled large quantities of Nvidia's H20 artificial intelligence chips.
• Trump Media has partnered with Crypto.com on a “Made in America” -themed ETF.
• Ark Invest made purchases in Nvidia (NVDA) and AMD (AMD) shares.
• Mia Teknologi (MIATK) will not be able to participate in public tenders for 1 year.
• Astor Energy (ASTOR) received 3.04 billion TL in TEİAS tenders.
• Kontrolmatik (KONTR) subsidiary will supply energy storage system for Türk Telekom.
• Spot Bitcoin ETFs have logged $3.1 billion in 6 days.
• Il supplio di Bitcoin su intercambio centralizzato ha fallato a livello più basato nel novembre 2018.
• Twenty One Capital is in preparation for an IPO with a reserve of 42.000 BTC.

📊 Recap of the Week: Which Stocks Stand Out?

• ServiceNow (NOW) has risen by 24.99%.
• Fiserv (FI) decreased by 15.03%.
• Tofaş (TOASO) has risen by 11.59%.
• Mia Technology (MIATK) fell 11.28%.
• Pudgy Penguins (PENGU) memenoin has risen by 87.7%.
• The Sui (SUI) network registered a growth of 65.4%.

👥 Insider Trading:

In the past week, the top executives of many companies conducted insider trading and trading.

📋 Analyst Recommendations:

• RBC Capital raised ServiceNow (NOW) target price to $975 ➡️ $1,060.
• UBS raised its Boeing (BA) target price to $190 ➡️ $207.
• JPMorgan raised its Cadence Design (CDNS) rating to “high weight.”
• Piper Sandler raised Edwards Lifesciences (EW) target price to $73 ➡️ $80.

🗓️ Economic Calendar:

Montag:

• Big Chefs (BIGCH) Balance Sheet
• Otokar (OTKAR) Balance Sheet
• Tofaş (TOASO) Balance Sheet
• Lilac Paper (LILAC) Balance Sheet
• Yapı Kredi (YKBNK) Balance Sheet
• Domino's Pizza (DPZ) Balance Sheet
• NXP Semiconductors (NXPI) Balance Sheet
• Nucor (NUE) Balance Sheet

Tuesdays:

• Turkey Economic Confidence Index
• U.S. CB Consumer Confidence
• ABD JOLTS
• Aselsan (ASELS), Teknosa (TKNSA), Adel Pencil (ADEL) Balance Sheets
• Ford Otosan (FROTO), Aygaz (AYGAZ), Tupraş (TUPRS) Balance Sheets
• Balance sheets of Visa (V), Starbucks (SBUX), First Solar (FSLR), Coca-Cola (KO), PayPal (PYPL), Pfizer (PFE), Spotify (SPOT), Altria (MO)

Woensdag:

• U.S. ADP Non-Farm Employment Data
• US 1Q GDP Growth Data
• US Core PCE Index
• Balance Sheets of Ebek (EBEBK), Brisa (BRISA), Koç Holding (KCHOL)
• Caterpillar (CAT), Microsoft (MSFT), Meta Platforms (META), Qualcomm (QCOM) Balance Sheets

Donnerstag:

• Turkish Markets Closed
• US Manufacturing PMI and ISM Manufacturing PMI Data
• Eli Lilly (LLY), Amazon (AMZN), Apple (AAPL), Airbnb (ABNB), Mastercard (MA), McDonald's (MCD), Riot Platforms (RIOT) Balance Sheets

Friday:

• Turkey Manufacturing PMI
• Eurozone CPI
• U.S. Non-Farm Employment, Unemployment Rate, and Average Hourly Earnings Data
• ExxonMobil (XOM), Chevron (CVX) Balance Sheets

Source: Investment Desk - The Fly