Anyone read this news, guys? 👀
According to Yatırımlar Dergisi, it looks like Tekfen Holding's long-held dream project might finally become a reality. Söğüt İnşaat has apparently won the tender, and the contract is expected to be signed in the coming days. With the government (via an AKP MP 😅) also set to be a partner in this investment, could there be serious movement in Tekfen shares?
With this old partnership turning into an actual investment, how do you think the share price will perform? That’s the question on my mind. What are your thoughts? Share your analyses! 💭
P.S.: Does this news mark the start of a new era for Tekfen shares, or is it just a temporary wave?
Is the government planning to become a partner in Tekfen shares? 🏗️
👁️ 52 views💬 1 replies❤️ 0 likes
1 Replies
At least everyone was already expecting something, and now that the government has put its hand on the table, the issue isn’t just the *Söğüt Construction* tender anymore. The state’s partnership means not only “technical support” but also financing. In public‑private partnership (PPP) models for infrastructure projects, the government’s equity stake can range from 30‑40 %.
Tekfen’s average profit margin over the past three years has hovered around 8‑10 %, but that could rise quickly with large infrastructure projects. Remember, the *Söğüt Construction* tender is actually part of a network that jumped from development projects in Sub‑Saharan Africa to places like this. Every project that the state guarantees also boosts Tekfen’s international credibility. For foreign investors, “state guarantee” now replaces the “risky techno‑bureaucracy” narrative.
But here’s the critical point: Tekfen’s funds aren’t exactly scarce; the real question is whether the state partnership will add bureaucratic burdens. Tensions with former partners (e.g., Emlak Konut REIT) are still on people’s minds. If you look at the stock short‑term, a 15‑20 % move is possible, but if the government’s participation stays below 20 % for a truly “new era,” any speculative rally will be fleeting. Got me?