MARKET WATCH (SEKER YATIRIM) MARKET WATCH - MONDAY, SEPTEMBER 29, 2025 OUTLOOK: THE BIST 100 INDEX STARTED FRIDAY ON A NEGATIVE TREND, LATER CLOSING THE DAY AT 11,151.20, DOWN 1.99% ON RISING SELLING PRESSURE TOWARDS THE CLOSE. THE BANKING INDEX FELL 2.99%, WHILE THE INDUSTRIAL INDEX LOST 2.43%. ON A WEEKLY BASIS, THE BIST 100 INDEX FELL 1.27%, WHILE THE BANKING INDEX DECLINED 5.12% AND THE INDUSTRIAL INDEX LOST 1.45%. GLOBALLY, THE U.S. AND EUROPEAN STOCK MARKETS WERE POSITIVE WHILE ASIAN STOCK MARKETS EXPERIENCED LOSSES. ON MONDAY, POSITIVE PRICING DOMINATED THE U.S. AND EUROPEAN FUTURES. IN ASIA, WHILE CHINESE, SOUTH KOREAN, AND HONG KONG STOCK MARKETS HAVE RISEN, THE JAPANESE STOCK MARKET HAS OPENED THE WEEK NEGATIVELY. PRESIDENT ERDOGAN WILL CHAIR A CABINET MEETING AT 3:00 PM TODAY. AT THE MEETING, ISSUES SUCH AS HIS CONTACTS IN NEW YORK LAST WEEK AS PART OF THE UNITED NATIONS GENERAL ASSEMBLY, TURKISH-AMERICAN RELATIONS, AND THE LATEST SITUATION REGARDING THE F-16 AND F-35 FIGHTER JETS WILL BE DISCUSSED. THE DAY`S MACROECONOMIC DATA AGENDA FEATURES THE ECONOMIC CONFIDENCE INDEX AND THE MONTHLY BANKING SECTOR REPORT IN TURKEY, WHILE THE EUROZONE CONFIDENCE INDEX AND THE U.S. PENDING HOME SALES ARE PROMINENT GLOBALLY. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START MONDAY WITH REACTION PURCHASES AND FOLLOW A VOLATILE INTRADAY COURSE. SUPPORT: 11,100 - 11,000 RESISTANCE: 11,250 - 11,350. MONEY MARKET: THE LIRA WAS NEGATIVE ON FRIDAY, WEAKENING 0.22% AGAINST THE USD TO CLOSE AT 41.5705. THE CURRENCY ALSO DEPRECIATED BY 0.23% AGAINST A BASKET OF $0.50 AND €0.50. MEANWHILE, THE LOCAL FIXED INCOME MARKETS WERE NEGATIVE. THE TEN-YEAR BENCHMARK BOND YIELD FLUCTUATED BETWEEN A TIGHT RANGE OF 31.65%-31.70%, CLOSING THE DAY AT 31.68%, UP 18 BPS FROM THE PREVIOUS CLOSE. COMPANY NEWS: AYGAZ (AYGAZ.TI N/C) HAS DECIDED TO TRANSFER ITS STAKE IN THE LAND LOCATED IN ZINCIRLIKUYU-ISTANBUL-WHERE THE COMPANY AND TOFAS (TOASO.TI OP) HEADQUARTERS ARE SITUATED-TO ITS ULTIMATE PARENT COMPANY, TEMEL TICARET VE YATIRIM, WITH THE AIM OF CONVERTING THE FIXED ASSET INTO CASH AND UTILIZING IT MORE EFFECTIVELY. THE OWNERSHIP STAKES IN THIS LAND ARE AS FOLLOWS: AYGAZ 43%, KOC HOLDING (KCHOL.TI OP) 15.7%, AND TOFAS 41.3%. THE COMPANY STATED THAT THE PAYMENT AND TRANSFER TRANSACTIONS ARE EXPECTED TO BE COMPLETED BY THE END OF OCTOBER. AYGAZ STATED THAT THE TRANSFER PRICE WILL BE DETERMINED BASED ON THE VALUATION REPORT PREPARED BY CELEN CORPORATE REAL ESTATE VALUATION AND CONSULTANCY INC., AND THE FINALIZED AMOUNT WILL BE PUBLICLY DISCLOSED ON THE TRANSACTION DATE. AYGAZ ADDED THAT ACCORDING TO THE VALUATION REPORT, THE TRANSFER PRICE CORRESPONDING TO AYGAZ`S SHARE AMOUNTS TO TRY 1,195 MILLION EXCLUDING VAT. AYGAZ ALSO INDICATED THAT THE RELOCATION OF THE COMPANY`S HEADQUARTERS IS PLANNED FOLLOWING THE TRANSFER. WITHIN THE SCOPE OF THE SHARE BUYBACK PROGRAM, BIM (BIMAS.TI OP) HAS ANNOUNCED THAT 50,000 SHARES WERE BOUGHT BACK ON 26 SEPTEMBER 2025 WHEREBY BIMAS SHARES OWNED BY THE COMPANY HAVE REACHED 6,200,000 UNITS (1.0333% OF TOTAL SHARE CAPITAL) (SLIGHTLY POSITIVE). PARK ELEKTRIK (PRKME.TI N/C): WITHIN THE SCOPE OF THE INVESTIGATION CONDUCTED BY THE ISTANBUL CHIEF PUBLIC PROSECUTOR`S OFFICE INTO CAN HOLDING, IT WAS ANNOUNCED THAT AN ARREST WARRANT HAD BEEN ISSUED FOR TURGAY CINER, FORMER OWNER OF SHOW HT GROUP AND OWNER AND EXECUTIVE OF CINER GROUP OF COMPANIES, WHILE TRUSTEES WERE APPOINTED TO PARK HOLDING AND ITS THREE AFFILIATED COMPANIES. TURK TELEKOM (TTKOM.TI OP): TURK TELEKOM HAS SIGNED A LONG-TERM LOAN AGREEMENT FOR USD 221,782,881.25 WITH HSBC (THE ORIGINAL CREDITOR AND INTERMEDIARY BANK) UNDER THE INSURANCE POLICY OF FINNVERA (THE FINNISH EXPORT CREDIT AGENCY) TO FINANCE THE GROUP`S INVESTMENTS, STRATEGIC INITIATIVES, AND GROWTH PLANS. THE LOAN HAS A FINAL MATURITY OF MAY 2036, AN AVERAGE MATURITY OF 4.4 YEARS, AND A TOTAL COST, INCLUDING INSURANCE PREMIUMS AND OTHER UPFRONT COSTS, OF TERM SOFR + 2.37% PER ANNUM. SEKER YATIRIM MENKUL DEGERLER A.S WWW.SEKERYATIRIM.COM.TR *** YASAL UYARI BURADA YER ALAN YATIRIM BILGI, YORUM VE TAVSIYELER YATIRIM DANISMANLIGI KAPSAMINDA DEGILDIR.YATIRIM DANISMANLIGI HIZMETI ARACI KURUMLAR, PORTFOY YONETIM SIRKETLERI, MEVDUAT KABUL ETMEYEN BANKALAR ILE MUSTERI ARASINDA IMZALANACAK YATIRIM DANISMANLIGI SOZLESMESI CERCEVESINDE SUNULMAKTADIR.BURADA YER ALAN YORUM VE TAVSIYELER, YORUM VE TAVSIYEDE BULUNANLARIN KISISEL GORUSLERINE DAYANMAKTADIR.BU GORUSLER MALI DURUMUNUZ ILE RISK VE GETIRI TERCIHLERINIZE UYGUN OLMAYABILIR.BU NEDENLE, SADECE BURADA YER ALAN BILGILERE DAYANILARAK YATIRIM KARARI VERILMESI BEKLENTILERINIZE UYGUN SONUCLAR DOGURMAYABILIR. 29.09.2025 09:31:20