"Separation of Shares in Transportation: Returns up to 57%!"

Stock Performance in the Transportation Sector

In the last six months, a notable stock divergence has been observed in the transportation sector. During this period, companies focused on logistics and fleet management have shown a remarkable upward movement in their stock prices. On the other hand, airlines and some transportation segments have come to the forefront due to weakness in returns.

Determining Factors in Stock Divergence

The underlying reasons for this divergence in stock performances are operational diversity and a revenue structure based on the domestic market. For investors, the outlook in the transportation sector reflects a situation where the business model and revenue structure of companies are more prominent than the overall sector performance. Stocks that provide returns above 30%, with price increases significantly exceeding sector averages, can be considered a concrete indication of this divergence.

Notable Stocks

Among the stocks in the transportation sector that have gained over 30% in the last six months, three companies stand out:

• Pasifik Eurasia Logistics (#PASEU): With a return of 57.14%, it has demonstrated the strongest performance in the sector, raising its stock price to 140.8 TL.


• Horoz Logistics (#HOROZ): It increased by 35.24% to reach 62.4 TL, contributing positively to the divergence in the logistics field.


• Beyaz Filo (#BEYAZ): Achieving a return of 31.10%, it reached 25.84 TL, becoming the third notable stock in the last six months.

As a result, the concentration of strong returns in a limited number of stocks in the transportation sector, while horizontal or negative pricing is prominent in other companies, creates an important situation for investors. This outlook indicates the need for careful stock selection in the future.