YEO Technology's 196 MWp UK Solar Project and Garanti Bank's 311 Mln TL Credit Portfolio Sale: Tracing Smart Money

Listed companies on Borsa Istanbul set the smart money's trajectory with strategic disclosures on KAP on July 17, 2026.

YEO Technology's UK Solar Initiative

YEO Technology Energy and Industry Inc. (YEOTK) signed a pivotal agreement with its 75% owned affiliate Rey Renewable Energy Ltd and the project companies of Bluefield Solar Income Fund. The deal covers turnkey construction of solar power plants across three sites in North‑East England, totaling 196 MWp of installed capacity.

■Includes engineering, equipment supply, construction, installation, testing, commissioning, and two‑year O&M services.

■Project timeline: full operational capacity within 24 months.

■Two‑year operation‑maintenance contract included.

This move is positioned as a milestone in the firm’s expansion strategy for the United Kingdom market.

Katılımevim's Real Estate Portfolio Restructuring

Katılımevim Tasarruf Finansman Inc. (KTLEV) decided to transfer its 70% stake in Bainbridge Real Estate Trade Inc. for a total consideration of USD 120 million. Half of the shares will be sold to T6 Real Estate Construction Trade Inc. for USD 55 million, and the other half to Laran Real Estate Inc. for USD 65 million.

■Aims to strengthen liquidity structure.

■Streamlines operations to focus on core business.

■Funds from the sale will be allocated to growth investments.

Garanti Bank's Credit Portfolio Divestiture

Türkiye Garanti Bank Inc. (GARAN) announced the sale of five credit‑portfolio packages to asset‑management firms for a total of TL 311 million. The combined principal and interest balances of these portfolios amount to roughly TL 2.08 billion.

■The portfolios were acquired by Gelecek Varlık Management Inc. (GLCVY) with the highest bid.

■Transfer is subject to approval by the bank’s board; once approved, contracts and the transfer process will commence.

Adese Real Estate's Sale‑Lease‑Back Model

Adese Real Estate Investment Inc. (ADESE) transferred its 2,861.68 sqm office space in Konya Selçuklu to Albaraka Turkish Participation Bank under a "sale‑lease‑back" arrangement. The transaction is a 24‑month term, with title transfer completed; the lease term ends with the company repurchasing the property.

■Intended to boost liquidity and secure medium‑to‑long‑term TL financing.

■The model is deemed more advantageous for the company than a direct asset sale.

Volkan Şen – As a high‑frequency trading and market‑depth specialist tracking smart money, I assess that these multi‑faceted divestitures will reshape liquidity flows in Turkey’s capital markets. YEO Technology’s UK expansion is likely to act as a catalyst for foreign investor interest in renewable‑energy assets, generating short‑term volatility opportunities for related equities. Katılımevim and Adese’s real‑estate transactions will prompt asset‑focused funds to rebalance portfolios, bolstering REIT and property‑fund performance. Garanti Bank’s credit‑portfolio sale reduces balance‑sheet risk, enhancing capital adequacy and positioning the bank more competitively within the sector.