土耳其银行：评估最新行业趋势并根据2025年第一季度业绩更新预测

29 May 2025 | 12:11AM GST Turkey Banks We update our estimates for Turkish banks following 1Q25 reporting season to reflect the latest industry and macro trends. Following an (unexpected) rate hike in Turkey to 46% in April'25 (from 42.5%), we expect the NIM recovery for Turkish banks to be paused by one quarter (e.g. remain broadly unchanged) and continue to improve from 3Q25. Based on TCMB data, TL consumer/commercial loan yields have expanded by 4-5pp since the end of Mar'25, while TL deposit yields have ...