Name; Omer Faruk Ozbasaran
S.number; 20034187
E-mail; o.f.ozbasaran@ecobayinvestment.nl
E-mail2; o.f.ozbasaran@hotmail.com



INDEX

§ Part 1 (introduction)
1.1.Introduction of ecobay investment
1.2.the assignment to be made

§ Part 2 (planning)
2.1 Which stock markets.
2.2 introduction of the stock markets
2.3 Which shares?
2.4Why chosen this shares.


§ Part 3 (projection of shares)
3.1 Projection of the stable shares
3.1.1 Caterpillar corp.
3.1.1.1 Financial position
3.1.1.2 Graphic
3.1.1.3 Profits-losses
3.1.2 Microsoft corp.
3.1.1.1 Financial position
3.1.1.2 Graphic
3.1.1.3 Profits-losses
3.1.3 Bayer AG
3.1.1.1 Financial position
3.1.1.2 Graphic
3.1.1.3 Profits-losses
3.1.4 Klimasan ltd.sti.
3.1.1.1 Financial position
3.1.1.2 Graphic
3.1.1.3 Profits-losses


3.2 Projection of the changed shares every week
(week 1) 3.2.1 Garanti Bank
3.2.2 Borusan
3.2.3 Edip iplik
(week2) 3.2.4 Bank Asya
3.2.5 Anadolu Isuzu
3.2.6 Siemens Turkiye
§ Part 4 (macro indicators)

§ Part 5 (summary)

§ Part 1 (introduction)


1.1.Introduction of ecobay investment


Ecobay investment B.V. is found in Netherlands by a student while he was studying business.

In generally an investment company is;
Firm that invests the pooled funds of retail investors for a fee. By aggregating the funds of a large number of small investors into a specific investments (in line with the objectives of the investors), an investment company gives individual access to a wider range of securities than the investors themselves would have been able to access. Also, individual investors should be able to save on trading costs since the investment company is able to gain economies of scale in operations.




1.2.the assignment to be made


While the founder of the company was studying he got an assignment from his lecturer.

First year assignment eco-2 portfolio

Start with 1 million U.S. dollars artificial capital . Buy min. 5 max. 10 companies on any stock exchange market in the world (Wall Street, U.S.; AEX Amsterdam; DAX, Germany paris,london,madrid, china etc etc.) .In between from week to week you have to sell minimum 2 companies and buy other companies however one company (chosen by your goodselves and related to the activity of yr business-plan project) is going to stay permanent in your portfolio. That company you make a simple marketing plan for in terms of their marketing management process and its strategic plan (if the company is too big u can choose to make the marketing plan for a subsidiary-(daughter) company or for one of the brands that they are carrying .
On top of that you describe the impact of developments in the financial markets on your company. That description is based on the economic concepts you have learned. (e.g. interest, inflation,recession, unemployment, productivity,demand,supply,economic growth, currencies,oil etc).
Stock prices of the companies are followed from week to week by registrating the closing price of the shares every friday.
-Week by week a description on the economic development (as explained above) of the financial markets and the impact that that has had on your share prices plus changes in yr stock portfolio. This is handed in to me every week. A copy is kept by yourself and these are later on added as appendix in the final report. Also these are included as appendix in yr final report.





Guidelines project/individual assignment Eco- 2 Portfolio

In your report you need to discuss and answer the following issues and questions:

1 Choose 5-10 companies, give some (financial) background information and explain shortly why you have chosen these companies.

2 Give background information of the stock market(s) you have chosen and explain why you trade on this specific stock market

3 Give a structured overview of the development of the changes in prices from week to week of the shares you have bought for the whole period.

4 Describe the financial situation of the company that is related to the activity of yr business-plan project and that stays in your portfolio permanently (short analysis of costs/revenues, profit prospects, innovations, investment in R&D, foreign investments etc., make a short desription of the company in terms of the marketing management process.).

5 Choose at least five macro-economic indicators and explain how they influence the stock market in general and your portfolio in particular.

6 At the end of the period you need to give a short summary of how the macro-economic indicators have influenced the developments of the prices of the shares you have bought.

7 Summarize your findings and give a short conclusion.

















§ Part 2 (planning)

2.1 Which stock markets.

ü DAX (Xetra DAX)
Germany/Frankfurt
ü DJ (Dow Jones)
USA/New York
ü ISE (Istanbul stock exchange)
Turkey/Istanbul








2.2 introduction of the stock markets


Why Turkey?
Turkey is a growing emerging market.And the hope of the Turks of being a participant of the European Union makes the atmosphere profitable in short terms.

ISTANBUL STOCK EXCHANGE is the only securities exchange in Turkey. It is a dynamic and growing emerging market with an increasing number of publicly traded companies, state-of-the-art technology and strong foreign participation. The ISE provides a transparent and fair trading environment not only for domestic participants, but also for foreign issuers and investors.

DJ (Dow Jones)
It is an organization of more than 7000 well educated full-time employees, dedicated to pursuing excellence in all of Dow Jones operations. In fact, the people of Dow Jones are at the center of the world stocks. Many big companies in the world prefers to investigate by using Dow Jones stock index because of ots Dow Jones name has been synonymous with accuracy, Integrity and trust.


DAX (Xetra DAX)
The Frankfurt exchange, best known for its blue-chip stock index called the DAX, is one of the world’s most profitable equity markets for its owners. But it does a fraction of the volume of the New York Stock Exchange, the world’s largest equity market, which lists more than 3,000 companies with a combined market value of $12 trillion.




2.3 Which shares…
stable shares

ü Caterpillar corp.(Dow Jones)
$200.000
ü Microsoft corp. (Dow Jones)
$200.000
ü Bayer AG (Xetra Dax)
$100.000
ü Klimasan ltd.sti. (ISE)
$200.000

Variable shares first week WEEK 1

$300.000
ü Garanti Bank (ISE)
ü Bank Asya (ISE) *NEW
Variable shares second week WEEK 2
$300.000
ü Borusan (ISE)
ü Anadolu Isuzu (ISE)

Variable shares third week WEEK 3

$300.000
ü Siemens Turkiye (ISE)
ü Edip iplik (ISE)

TOTAL AMOUNT OF INVESTMENT $1.000.000


2.4Why chosen this shares.

Caterpillar


"Caterpillar's reputation for making a difference in the world is something we are proud of as a company—and as individuals. Whether it's caring for the safety of our fellow employees, improving the communities in which we live and work, or sustaining the environment we all share, Caterpillar people are fully committed to and engaged in good corporate citizenship. We are doing well by 'doing good' all around the world." - Jim Owens, Chairman & CEO

Yes but why?

Makes large range of construction, agricultural, and forestry equipment, medium speed engines. Also Caterpillar is expecting sales agreement with the Indian Mittal steel company.


Microsoft



The company said the plan for the one-time payout depends on shareholder approval of adjustments in employee stock plans to compensate them for the fact that a company's share price declines immediately after such a large one-time payout.

Microsoft is also busy with its new software program Windows Vista 2007 and Office 2007.

Chosen for low risk but still could be surprising because of the new Origami Project which has been shown in the Cebit (the world's largest computer and information technology fair in Hannover/Germany)


Bayer AG