July BIST Review: Pasifik Eurasia Logistics Soars, Saray Matbaacılık Plummets

July saw the BIST TOTAL index deliver both opportunities and warnings for investors; logistics leader Pasifik Eurasia Logistics (PASEU) posted a record 35.14% gain, while the printing sector's Saray Matbaacılık (SARAE) sank -40.79%.

Logistics Star: Pasifik Eurasia's Rapid Ascent

■Pasifik Eurasia Logistics (PASEU): 35.14% gain

■Hedef Holding (HEDEF): 30.58% gain

■Pergamon Status Foreign Trade (PSDTC): 26.44% gain

■Büyük Şefler Food (BIGTK): 25.69% gain

■Özata Shipping (OZATD): 24.36% gain

These five stocks outperformed the broader market, with PASEU standing out thanks to its expanding international shipping network and rising container volumes.

Printing and Financial Decline Leaders

■Saray Matbaacılık (SARAE): -40.79% decline

■Şekerbank (SKBNK): -40.73% decline

■Barem Packaging (BARMA): -34.28% decline

■Gündoğdu Food (GUNDG): -31.20% decline

■Europap Tezol Paper (TEZOL): -24.69% decline

These companies suffered as sectoral contraction and liquidity tightening converged; SARAE in particular struggled with delayed digital printing transition and rising cost pressures.

Sectoral Dynamics & Investor Sentiment

■Logistics and maritime transport anticipate >20% growth as global trade revives.

■Printing and paper sectors face ~15% contraction risk amid accelerating digitalization.

■Banking remains volatile due to rate hikes and cautious credit portfolio approaches.

These dynamics reinforce a shift toward logistics and maritime equities for portfolio diversification, while prompting investors to steer clear of traditional manufacturing and service‑heavy stocks.

Expert Note (Ufuk Tepe): July's outcomes underscore sustainable growth potential in heavy industry and logistics. Companies like PASEU are turning global supply‑chain bottlenecks into advantages, whereas SARAE risks continued erosion without a rapid digital shift. Investors should consider adding high‑yield logistics stocks to their portfolios while reassessing exposure to sectors under pressure, employing sector‑based diversification as a strategic risk‑mitigation measure.