BIST10013.967,81▼ 0.00%Philippines' **BPI** Bank Pilots Stablecoin Payments: A Game-Changer for Remittances?USD/TRY47.5114▲ 0.20%GE's $689 Billion Resurrection: Larry Culp's Industrial RevivalEUR/TRY53.9381▲ 0.30%Kocaeli Handles 72.5% of Turkey’s Vehicle Trade: Logistics Power SurgeBTC/USD$65,110.03▼ -0.47%Russia’s Monetary Policy Shift: Rate Cut Amid Growth ConcernsGOLD6.172,68▲ 0.15%Albayrak Ready-Mix Concrete IPO: A Giant Leap of 2.7 Billion TLBRENT$91.94▼ 0.00%**Capital One**'s $425 Million Settlement Payouts Delayed: When Will Customers Receive Payments?Premarket Earthquake: **Intel**, **Oracle**, and **American Express** Shares Surge – VIX & Gamma Squeeze AlertBIST10013.967,81▼ 0.00%Philippines' **BPI** Bank Pilots Stablecoin Payments: A Game-Changer for Remittances?USD/TRY47.5114▲ 0.20%GE's $689 Billion Resurrection: Larry Culp's Industrial RevivalEUR/TRY53.9381▲ 0.30%Kocaeli Handles 72.5% of Turkey’s Vehicle Trade: Logistics Power SurgeBTC/USD$65,110.03▼ -0.47%Russia’s Monetary Policy Shift: Rate Cut Amid Growth ConcernsGOLD6.172,68▲ 0.15%Albayrak Ready-Mix Concrete IPO: A Giant Leap of 2.7 Billion TLBRENT$91.94▼ 0.00%**Capital One**'s $425 Million Settlement Payouts Delayed: When Will Customers Receive Payments?Premarket Earthquake: **Intel**, **Oracle**, and **American Express** Shares Surge – VIX & Gamma Squeeze Alert

Stock MarketJuly 24, 2026 at 02:42 PM

Borsa Istanbul Earnings Quake: Where Smart Money Detects Signals

724FinanceVolkan Şen

Borsa Istanbul Earnings Quake: Where Smart Money Detects Signals

As Q2 2024 earnings reports flood Borsa Istanbul, revised broker estimates are reshaping market dynamics. The BIST 100 index, delivering an 18% YTD return, now trades under the shadow of corporate fundamentals.

Estimates vs. Market Expectations

■Energy sector profit margins projected to shrink by 12%

■Tech stocks upgraded to 25% growth (from 18%)

■Banking NPL ratios expected to improve by 50 bps

Smart Money Mapping

Dark pool volumes surged 19% in 48 hours, while foreign investor weight in settlement data hit 42%. This points to algorithmic strategies recalibrating around earnings.

My market depth analysis reveals smart money clustering around tech and finance revisions. The asymmetric volume spikes in broker distribution suggest HFT players are positioning for earnings surprises. Dark pool anomalies indicate markets haven't fully priced in results yet. I anticipate macro risk premiums driving sector rotation next.

■Volkan Şen