Construction Sector
Sector Analysis
Buy
Comments on the critical role Turkish construction companies could play in regional reconstruction processes and potential business volume.
Matteo Patrone
CNBC-e
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Coverage, strength, recency, conviction and momentum.
Covered by 5 analysts
Mixed views among analysts
Last evaluation 92+ days ago - stale data
Both buy and sell recommendations exist
Decreasing interest recently
Newest calls at the top.
Comments on the critical role Turkish construction companies could play in regional reconstruction processes and potential business volume.
The speaker analyzes that despite the stagnation in the global construction sector, the Turkish market grew in 2025 and expectations for 2026 are positive.
The potential effects of changes in material and labor costs on the sector are examined in light of TurkStat November construction cost index data.
It is examined that the construction sector positively diverged from other sectors by recording a growth of 13.9% in the 3rd quarter of 2025 and supported economic growth.
The speaker evaluates that the sector grew by 13.9% due to the earthquake zone effect, but austerity measures in public projects are financially straining firms.
The speaker analyzes the growth data in the construction sector, the impact of public investments, and the expectation of private sector involvement in 2026 alongside interest rate cuts.
The speaker examines the shift of labor from the industrial sector to the construction sector and the employment growth trend in the sector.
Comments on the critical role Turkish construction companies could play in regional reconstruction processes and potential business volume.
The speaker analyzes that despite the stagnation in the global construction sector, the Turkish market grew in 2025 and expectations for 2026 are positive.
The potential effects of changes in material and labor costs on the sector are examined in light of TurkStat November construction cost index data.
It is examined that the construction sector positively diverged from other sectors by recording a growth of 13.9% in the 3rd quarter of 2025 and supported economic growth.
The speaker evaluates that the sector grew by 13.9% due to the earthquake zone effect, but austerity measures in public projects are financially straining firms.
The speaker analyzes the growth data in the construction sector, the impact of public investments, and the expectation of private sector involvement in 2026 alongside interest rate cuts.