HALISTER1: Turkcell Double-Upgraded to Buy on 2017 Growth Expectations: UBS

Turkcell Double-Upgraded to Buy on 2017 Growth Expectations: UBS

(Bloomberg) -- Turkcell upgraded to buy from sell by UBS on “growth/cashflow acceleration” in 2017 and balance sheet strength, analyst Roman Arbuzov writes in e-mailed research note dated yesterday.
  • Estimates 19% Ebitda growth in 2017 and lower capital expenditure, sees healthy cashflow generation in 2017
  • Sees valuation at 4.5x EV/Ebitda, “cheap” vs company’s historical value
  • Expects equity free cash flow of 1.7b liras in 2017, 2.3b liras in 2018
  • Says acceleration of growth in 2017 is not priced in
  • Limited FX exposure seen as “key strength” amid currency volatility
  • PT raised to 11.8 liras vs 9.5 liras
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

Tickers
TCELL TI (Turkcell Iletisim Hizmetleri AS)

People
Roman Arbuzov (UBS Securities LLC)

To de-activate this alert, click here

UUID: 7947283