Par$cipa$on 30 Index Presenta(on

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Elaine Jordan
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1 Par$cipa$on 30 Index Presenta(on

2 Par$cipa$on 30 Index It is a stock index composed of stocks traded at Borsa Istanbul conforming to Par8cipa8on Banking principles. Stock selec8on is made according to Index Rules in line with these principles. Accordingly, the index covers companies, of which field of ac8vity is in compliance with these rules. Furthermore, companies to be included in the index must meet certain financial ra8os.

Stock selec8on is made according to Index Rules in line with these principles.

3 Why Par$cipa$on 30 Index Trading volume in line with interest- free investment and Par8cipa8on Banking principles has increased in the recent years. Private Pension System (BES) funds inves8ng in this perspec8ve started to operate for the last few years. Many organiza8ons make different prac8ces tailored to investors needs. The need for a standard has emerged in the sector.

Private Pension System (BES) funds inves8ng in this perspec8ve started to operate for the

4 Index Business Partners Index Sponsors are all Par8cipa8on Banks. Par8cipa8on Banks set the minimum standards and gave support to their prepara8on. Index Advisors are Par8cipa8on Banks Associa8on of Turkey and Bizim Menkul Değerler. BMD is the index provider in the framework of Index Rules. Index Calculator is Borsa Istanbul (BIST). BIST makes calcula8ons and distributes data.

Index Advisors are Par8cipa8on Banks Associa8on of Turkey and Bizim Menkul Değerler.

5 Index Rules The Index covers companies of which field of ac8vity does not involve: Interest- based financing, trade, services and intermedia8on Alcoholic beverages, gambling, games of chance, Pork and similar food, Tourism, entertainment, press, publica8on and adver8sement, Tobacco products and weapons, Futures gold, silver and currency trade.

gambling, games of chance, Pork and similar food, Tourism, entertainment, press,

6 Index Rules Companies to be included in the index must meet certain financial rates. The rate of total interest loans of companies to market value should be lower than 30%, The rate of interest- bearing cash and securi8es to market value should be lower than 30% and The rate of income obtained from the men8oned ac8vi8es to total income should be lower than 5%.

The rate of interest- bearing cash and securi8es to market value should be lower than 30%

7 Areas of Use Indicator, comparison Investment funds, index funds Exchange traded funds Private pension funds Reference for stock transac8ons Stocks to be accepted for guarantee Alterna8ve, mixed and deriva8ve products Products for foreign investors

for stock transac8ons Stocks to be accepted for guarantee

8 Index Licensing Par8cipa8on 30 Index can be licensed on product basis by third par8es and can be used in products such as investment fund. To this end, Index License Agreement is signed with the Index Advisor. Index Advisor carries out this process on behalf of Par8cipa8on Banks.

To this end, Index License Agreement is signed with the Index Advisor.

9 Index Companies KE30_ Stock Code Stock Title 1 BIMAS Bim Mağazalar KE30_ Stock Code Stock Title 16 ALBRK Albaraka Türk 2 EREGL Ereğli Demir Çelik 17 ADANA Adana Çimento (A) 3 THYAO Türk Hava Yolları 18 SELEC Selçuk Ecza Deposu 4 ENKAI Enka İnşaat 19 PNSUT Pınar Süt 5 ULKER Ülker Bisküvi 20 KONYA Konya Çimento 6 FROTO Ford Otosan 21 GOODY Good- Year 7 PETKM Petkim 22 MRDIN Mardin Çimento 8 KOZAL Koza Alnn 23 SODA Soda Sanayii 9 PGSUS Pegasus 24 KARTN Kartonsan 10 TTRAK Türk Traktör 25 NUHCM Nuh Çimento 11 AYGAZ Aygaz 26 BUCIM Bursa Çimento 12 ASYAB Asya Kanlım Bankası 27 BOLUC Bolu Çimento 13 AKSA Aksa 28 TKNSA Teknosa İç ve Dış Ticaret 14 AKCNS Akçansa 29 LOGO Logo Yazılım 15 CIMSA Çimsa 30 PETUN Pınar Et Ve Un * Stocks are listed according to their weight in the index.

Çimento 8 KOZAL Koza Alnn 23 SODA Soda Sanayii 9 PGSUS Pegasus 24 KARTN Kartonsan 10 TTRAK Türk Traktör 25 NUHCM Nuh Çimento 11 AYGAZ Aygaz 26 BUCIM Bursa Çimento 12 ASYAB Asya Kanlım Bankası 27

10 Sector Distribu$on 6% 4% 4% 4% 7% 8% 8% PARTICIPATION 30 15% 27% 16% W. AND RETAIL TRADE TRANSPORTATION BASIC METAL METAL PRODUCTS, MACH. FOOD, BEVERAGE CONSTRUCTION NON- METAL MIN.PRODUCT CHEM.,PETROL.,PLASTIC BANKS MINING WOOD, PAPER, PRINTING INF. TECHNOLOGY (August 2014, approximately)

FOOD, BEVERAGE CONSTRUCTION NON- METAL MIN.PRODUCT CHEM.,PETROL.

11 Market Value Floa$ng Market Value (billion TL) Par$cipa$on 30 - Share(%) Par8cipa8on 30 BIST INDUSTRIALS BIST BIST INDUSTRIALS 76.8% BIST % (August 2014, approximately)

INDUSTRIALS BIST 100 159.62 BIST INDUSTRIALS 76.

12 Graphic Simula$on for the Last Two Years

13 Index Informa$on Index code is KATLM. The Index is composed of 30 stocks. Stocks are composed of Group A & B stocks, including Real Estate Investment Trusts and Venture Capital Investment Trusts, traded at BIST Na8onal Market and Corporate Products Market. Stocks in the index are subject to quarterly periodic review. The commencement date is The ini8al value is BIST- Industrial on this date.

Capital Investment Trusts, traded at BIST Na8onal Market and Corporate Products Market.

14 ka$limendeksi.org

15 THANK YOU.

16 Par$cipa$on 30 Index Presenta(on

The Effect of Exogenous Shocks on Participation Index of Borsa Istanbul: Permanent or Temporary?

The Effect of Exogenous Shocks on Participation Index of Borsa Istanbul: Permanent or Temporary? Fatih SAVAŞAN 1 Fatih YARDIMCIOĞLU 2 Furkan BEŞEL 3 Abstract This study investigates the effects of exogenous