Yatırım İçin Cazip Hisseler Mayıs 2025 #borsa #hisse
Kanal Finans
[{'start': '1.199', 'end': '6.040', 'text': 'Hello, I am Tunç Şatıroğlu,\nwelcome to my video of attractive stocks for investment.'}, {'start': '6.040', 'end': '11.280', 'text': 'I have been doing this job for months and years,\nbut let me warn you from the beginning.'}, {'start': '11.280', 'end': '17.640', 'text': 'I am doing this for the curious. I do not recommend\nnew purchases in the stock market right now. It is'}, {'start': '17.640', 'end': '23.480', 'text': 'not good because the\nsituation of the companies in the industry is not good, plus there is'}, {'start': '23.480', 'end': '29.199', 'text': 'political tension and so on. Independently from them, it is not\ngood. The situation in the economy is'}, {'start': '29.199', 'end': '33.120', 'text': 'not good. The stock\nprices'}, {'start': '33.120', 'end': '38.200', 'text': 'reflect this. If my opinion changes\nwithin the month, I mean, things'}, {'start': '38.200', 'end': '43.079', 'text': 'started to improve or we have reached a bottom. We see\nat least a potential for a'}, {'start': '43.079', 'end': '48.360', 'text': 'short-term increase in technical indicators. If there is'}, {'start': '48.360', 'end': '54.760', 'text': 'something we say, I will tell you about it in my daily YouTube\nvideos. But what'}, {'start': '54.760', 'end': '62.719', 'text': 'we are doing right now is a job that I do because there is a lot of demand for the curious.'}, {'start': '62.719', 'end': '68.400', 'text': 'Of course,\nas always, let me explain briefly.'}, {'start': '68.400', 'end': '72.280', 'text': 'What we do is to filter\nusing the Equity program. Equity'}, {'start': '77.159', 'end': '82.720', 'text': 'is a program that corporate users can use. Since it is my old'}, {'start': '82.720', 'end': '86.000', 'text': 'workplace, I\ncan use it. I have such a'}, {'start': '86.000', 'end': '92.799', 'text': 'privilege. Even though I am not an institution, I also filter\nusing this'}, {'start': '92.799', 'end': '98.240', 'text': 'and our filtering is as follows.'}, {'start': '98.240', 'end': '103.479', 'text': 'We filter among the stocks that analysts like. analysts  People who\nwork in institutions that we call'}, {'start': '103.479', 'end': '108.119', 'text': 'regularly write company reports, if a report is\nregularly written about a company,'}, {'start': '108.119', 'end': '112.079', 'text': 'analysts recommend buy, hold and sell about that company.'}, {'start': '112.079', 'end': '120.200', 'text': "Here, we want\nanalysts' buy recommendations to be at least 60%."}, {'start': '120.200', 'end': '128.599', 'text': '60% will be buy,\nso at least, for example, 65-70% buy is'}, {'start': '128.599', 'end': '134.720', 'text': 'very good for us. You can say\nthat I am not satisfied. For me, it should be'}, {'start': '134.720', 'end': '140.440', 'text': '90% 100% buy recommendation. I\nam sharing them here as well. You can'}, {'start': '140.440', 'end': '143.959', 'text': 'filter them yourself.'}, {'start': '143.959', 'end': '148.120', 'text': 'After doing these, we\nhave two lists. One is real estate'}, {'start': '148.120', 'end': '152.840', 'text': 'investment trusts and financial sector\nstocks. Here, we look at the market book value'}, {'start': '152.840', 'end': '158.480', 'text': 'ratio. We also look at its FK.\nOf course, we want the company to make a profit.'}, {'start': '158.480', 'end': '163.519', 'text': 'Here, we look at holdings,\nreal estate investment trusts, banks and so on.'}, {'start': '163.519', 'end': '167.640', 'text': 'So,\namong these, we try to'}, {'start': '167.640', 'end': '173.480', 'text': 'find stocks that analysts like and that are cheap. The\nother is of course other companies. So,'}, {'start': '173.480', 'end': '179.360', 'text': 'here are industrial service and so on. We look at the\nforward FDF ratio.'}, {'start': '179.360', 'end': '186.519', 'text': 'That is, according to the year-end estimate, the\nestimated'}, {'start': '186.519', 'end': '194.360', 'text': 'profit before interest, tax and depreciation ratio.\nWe filter'}, {'start': '194.360', 'end': '199.120', 'text': 'them.  We prefer the low ones of\ncourse there should be a profit'}, {'start': '199.120', 'end': '204.920', 'text': 'here so that it does not\nturn out negative like this now and you can find the link of these'}, {'start': '204.920', 'end': '208.239', 'text': 'lists in the explanations below I'}, {'start': '208.239', 'end': '213.560', 'text': 'am publishing them on our kanalfinans.com website\nfor those who want to go and look here for those who say'}, {'start': '213.560', 'end': '219.120', 'text': "we cannot see from the screen and have\ndifficulty seeing let's start like this"}, {'start': '219.120', 'end': '224.360', 'text': 'if you want eee yes now first the financial'}, {'start': '224.360', 'end': '227.879', 'text': 'sector and real estate investment\ntrusts like this let me get'}, {'start': '227.879', 'end': '233.239', 'text': 'as close as I can let me\nget myself up'}, {'start': '233.239', 'end': '239.840', 'text': 'from here business GO is at 1/3 of the book value\nright now the analysis recommendation is 100% its'}, {'start': '239.840', 'end': '246.439', 'text': 'FK is also 5.01 very good real estate\nhousing that is also less than half of its books'}, {'start': '246.439', 'end': '250.360', 'text': 'e Sabancı Holding is also half of its book'}, {'start': '250.360', 'end': '256.000', 'text': 'value its forward\nFK is almost 645 3 out of 3 analysts like it'}, {'start': '256.000', 'end': '260.639', 'text': 'coach\nHolding is at 60% of its book value its forward'}, {'start': '260.639', 'end': '266.600', 'text': 'FK is 5 5 out of 5 analysts like it eee\ntorunlar'}, {'start': '266.600', 'end': '274.600', 'text': 'real estate this is also at\n63% of its books its forward FK is 4.46 that is also'}, {'start': '274.600', 'end': '280.919', 'text': 'lower than business but business is almost half of it\neee as a multiplier valuation we'}, {'start': '280.919', 'end': '284.240', 'text': 'always say that Anadolu Group Holding is one of our\nfavorite'}, {'start': '284.240', 'end': '291.320', 'text': 'holdings 6 advanced FK market leather\nbooks 74 this is exactly'}, {'start': '291.320', 'end': '296.600', 'text': 'because of the business with Putin\neee İş Bankası is the'}, {'start': '296.600', 'end': '304.400', 'text': 'cheapest among the banks but\nan analyst at İş Bankası says SELL eee the majority is on the lower'}, {'start': '304.400', 'end': '308.880', 'text': 'side of course but an analyst does\nnot like İş Bankası I generally like İş'}, {'start': '308.880', 'end': '314.160', 'text': 'Bankası and then he\ncomes to Albarak e'}, {'start': '314.160', 'end': '318.000', 'text': 'we like Albarak very much as a bank it is very good but we do not\nlike the stock because it'}, {'start': '318.000', 'end': '322.759', 'text': 'can be very valuable since it is a small bank since it is a\nsmall financial institution'}, {'start': '322.759', 'end': '328.280', 'text': 'compared to other İş Bankası in the same way\nsimilarly we'}, {'start': '328.280', 'end': '333.000', 'text': 'like TSKB very much as a bank but we do not like the sentiment\nbecause it is also a small bank'}, {'start': '333.000', 'end': '337.280', 'text': 'İş Bankası\nhas a lot of volatility compared to Yapı'}, {'start': '337.280', 'end': '342.840', 'text': 'Kredi etc. the stock is below Yapı Kredi book value\n093 e 60'}, {'start': '342.840', 'end': '349.199', 'text': '%61.50 there is a buy recommendation\nalmost 1.04'}, {'start': '349.199', 'end': '353.360', 'text': '%6154 guarantee a\nbit more expensive among them but it is'}, {'start': '353.360', 'end': '360.080', 'text': 'liked more for a reason eee  It was\n69.75 Enka Construction also came here in'}, {'start': '360.080', 'end': '366.319', 'text': 'Enka Construction according to the book value\n1.37 forward fasta 1096 not bad so the'}, {'start': '366.319', 'end': '372.120', 'text': 'cheapest bank continues to be İş Bankası\nIf I were to buy a bank, I would prefer one between İş'}, {'start': '372.120', 'end': '378.440', 'text': 'Bankası and Yapı Kredi and Akbank'}, {'start': '378.440', 'end': '383.039', 'text': 'now for example if I bought Yapı Kredi I will not\nbuy Coç Holding again or if I am going to buy Coç Holding I will buy Akbank if I'}, {'start': '383.039', 'end': '389.880', 'text': 'bought Yapı Kredi I will buy Sabancı Holding'}, {'start': '389.880', 'end': '396.639', 'text': "one of them\ncould be İş Bankası now let's come to the other"}, {'start': '396.639', 'end': '401.560', 'text': 'companies now\nyou can see some of the stocks in this list because'}, {'start': '401.560', 'end': '407.080', 'text': 'being low according to the book value means being\nlow according to other things in other words it'}, {'start': '407.080', 'end': '412.960', 'text': 'can mean being cheaper\neee we evaluate them separately for example'}, {'start': '412.960', 'end': '420.599', 'text': 'Kardemir B said forward according to FDF 040\nforward according to FK 1644 a'}, {'start': '420.599', 'end': '426.520', 'text': 'third of the analysts like it index looks very cheap\naccording to its factors Anadolu'}, {'start': '426.520', 'end': '432.520', 'text': 'Group Holding was there earlier too\nhere FDF is also very cheap according to WK Anadolu'}, {'start': '432.520', 'end': '439.120', 'text': 'Efes is very cheap analysts\nlike it very much blue  One of these stocks is one of the'}, {'start': '439.120', 'end': '444.039', 'text': 'cheap ones, of course I\nrecommend you to make a portfolio out of these, otherwise you'}, {'start': '444.039', 'end': '448.360', 'text': 'bought one Anadolu Efes or\nsimilarly you bought Anadolu Group Holding, there'}, {'start': '448.360', 'end': '453.199', 'text': "was a Putin incident, if you didn't\nbuy anything else,"}, {'start': '453.199', 'end': '458.960', 'text': 'you can sit with a very big loss, for example we say\ngo and create a portfolio of 12-15 stocks, you'}, {'start': '458.960', 'end': '463.280', 'text': 'bought blue, only blue did not go well,'}, {'start': '463.280', 'end': '468.159', 'text': 'you can lose a lot, Turkcell always\ncomes here, it is always liked, there'}, {'start': '468.159', 'end': '476.080', 'text': 'is Dogas, Dogas is also eee at a rate of 60%,\nmaybe there is SAT as well, this is the stock with'}, {'start': '476.080', 'end': '482.879', 'text': 'the weakest recommendation, although it is cheap among the stocks, this is'}, {'start': '482.879', 'end': '489.120', 'text': 'Dogas, there are two or two analyses,\nbut both of them like Koton, they like it a lot, its'}, {'start': '489.120', 'end': '493.400', 'text': 'FK is a bit high, let me'}, {'start': '493.400', 'end': '500.680', 'text': 'tell you, its FK is Türk Telekom, it is also one of the\ncheap ones, it is also liked at a rate of 3/2,'}, {'start': '500.680', 'end': '505.639', 'text': 'shock market, analysts used to\nlike it, it fell a lot, no matter how much it was liked, it fell, it fell, it'}, {'start': '505.639', 'end': '509.520', 'text': 'tired\nits investors, now they say we like it again,'}, {'start': '509.520', 'end': '517.919', 'text': '/ at a rate of 3/2, Ülker,\nthere is Ülker, analysts like it too, then'}, {'start': '517.919', 'end': '523.959', 'text': 'Yataş 100%  Both analysts like\nMigros, look I think'}, {'start': '523.959', 'end': '529.040', 'text': "Shock Market is cheaper in retail but it is\nnot much different in my opinion that's why I would"}, {'start': '529.040', 'end': '536.200', 'text': 'prefer Migros, Migros is better business GU\ncame here too, we just looked at it according to book value,'}, {'start': '536.200', 'end': '543.399', 'text': 'as FDF you\nsee that it is cheap, there is Tupras, that is'}, {'start': '543.399', 'end': '551.760', 'text': 'also 70 percent, that is not bad either, Turkish\nAirlines is liked by 90 percent,'}, {'start': '551.760', 'end': '559.519', 'text': 'next is Fedefi, Selcuk Ecza, that is also\ngood, Akçansa is also good, Medical Park, that is also'}, {'start': '559.519', 'end': '569.240', 'text': '80 percent, real estate, housing was there a while ago,\nAydem is there, Pegasus is'}, {'start': '569.240', 'end': '576.120', 'text': 'also cheap, Torunlar was there a while ago, Coca-Cola is\nalso cheap, eee Galata Vind is there,'}, {'start': '576.120', 'end': '583.000', 'text': '3 of them, only analysis is following\n100 percent but eee Aksa Energy is there, after that there is'}, {'start': '583.000', 'end': '588.200', 'text': 'TAV Airports, then the ones at the end of\nthe list are'}, {'start': '588.200', 'end': '594.200', 'text': 'not that cheap, they\nare Ford, Tofaş is there, Ford or Tofaş, I will'}, {'start': '594.200', 'end': '600.480', 'text': 'say Ford for the first time, almost eee I think\nI said it once more, Ford is'}, {'start': '600.480', 'end': '605.920', 'text': 'rare, we usually always say Tofaş, but\nFord is cheap Ford  It is more appreciated'}, {'start': '605.920', 'end': '611.399', 'text': 'than Tofaş, after that there was Enka Demin,\nthen Çimsa, now'}, {'start': '611.399', 'end': '616.920', 'text': 'we are almost at 8 in Çimsa,\n8 is not very cheap for such an environment, I mean'}, {'start': '616.920', 'end': '622.839', 'text': 'I think it would be\nuseful to cut it to 5, I mean the'}, {'start': '622.839', 'end': '629.079', 'text': 'cheap ones are really here, well\nmaybe there can be one or two in 5s, I mean there has to be'}, {'start': '629.079', 'end': '634.279', 'text': 'something quite solid, for\nexample Coca-Cola is quite good in my opinion, I mean'}, {'start': '634.279', 'end': '639.680', 'text': 'Coca-Cola is one of the best things, so like I\nsaid I'}, {'start': '639.680', 'end': '644.600', 'text': 'do not recommend the stock market, I made it for those who are interested,'}, {'start': '644.600', 'end': '653.600', 'text': 'I added the lists to our site, and I\nsay good luck'}]