COCA COLA ICECEK
Industry: Beverages
Defensiveness: Very defensive
Accessible listing: No, only Istanbul
Concentration Risk: Low, half of the revenue is outside Turkey (Middle east, Pakistan, Kazakhstan)
Growth: Good growth stock, organic with population growth and acquisitions of local bottlers
Link: https://www.cci.com.tr/en/investor-relations
Quick note: Good access to emerging consumer with a mix of different economies.
ANADOLU EFEES
Industry: Beverages
Defensiveness: Very defensive
Accessible listing: No, only Turkey
Concentration Risk: Low, alot of business outside Turkey (Pakistan, middle East, eastern Europe)
Growth: Organic and acquisitions.
Link: https://www.anadoluefes.com/en/sayfa/1/241/investor-relations
Quick note: Anadolu Efes is the main shareholder of Coca- Cola İçecek, see its note. It is also a brewer with Beer in Turkey, Russia and Ukraine mostly. Good company.
ULKER BISKUVI
Industry: Snacking (Biscuits, Chocolates)
Defensiveness: Very defensive
Accessible listing: No, only Turkey
Concentration Risk: Low, large business in Saudi Arabia, Egypt, Kazakstan, and more.
Growth: Many growth acquisitions
Link: http://ulkerbiskuviinvestorrelations.com/
Quick note: Good company. One analysis can be found here https://www.youtube.com/watch?v=EoZ3QFBhxYk
MLP CARE
Industry: Hospitals
Defensiveness: Defensive
Accessible listing: No, only Turkey
Concentration Risk: High, all of the business is in Turkey
Growth: Acquires and builds private hospitals
Link: http://investor.mlpcare.com/en/
Quick note: A good stock if at the right price, secular growth. Also they treat medical tourists which has potential as Turkey can attract wealthy foreigners.