{"id":15548,"date":"2023-01-26T17:54:42","date_gmt":"2023-01-26T17:54:42","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2023\/01\/26\/gedik-yatirim-dorduncu-ceyrek-kar-tahminlerini-acikladi\/"},"modified":"2023-01-26T17:54:42","modified_gmt":"2023-01-26T17:54:42","slug":"gedik-yatirim-dorduncu-ceyrek-kar-tahminlerini-acikladi","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2023\/01\/26\/gedik-yatirim-dorduncu-ceyrek-kar-tahminlerini-acikladi\/","title":{"rendered":"Gedik Yat\u0131r\u0131m d\u00f6rd\u00fcnc\u00fc \u00e7eyrek k\u00e2r tahminlerini a\u00e7\u0131klad\u0131"},"content":{"rendered":"<h2 class=\"wp-block-heading\">Gedik Yat\u0131r\u0131m 25.01.2023 tarihli raporu ile 2022 d\u00f6rd\u00fcnc\u00fc \u00e7eyrek k\u00e2r beklentilerini a\u00e7\u0131klad\u0131<\/h2>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"562\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2023\/01\/gedik1-large.png\" alt=\"| Rota Borsa\" class=\"wp-image-8728\" title=\"| Rota Borsa\" \/><\/figure>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"565\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2023\/01\/gedik2-large.png\" alt=\"| Rota Borsa\" class=\"wp-image-8729\" title=\"| Rota Borsa\" \/><\/figure>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"553\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2023\/01\/gedik3-large.png\" alt=\"| Rota Borsa\" class=\"wp-image-8730\" title=\"| Rota Borsa\" \/><\/figure>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"466\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2023\/01\/gedik4-large.png\" alt=\"| Rota Borsa\" class=\"wp-image-8731\" title=\"| Rota Borsa\" \/><\/figure>\n<p><strong>Sanayi \u015eirketleri: <\/strong><\/p>\n<p>T\u00fcpra\u015f\u2019ta g\u00fc\u00e7l\u00fc seyreden orta distilat \u00fcr\u00fcn marjlar\u0131 nedeniyle g\u00fc\u00e7l\u00fc operasyonel sonu\u00e7lar, Enka \u0130n\u015faat\u2019ta ise ge\u00e7ti\u011fimiz \u00e7eyreklerde negatif etkisi bulunan Eurobond portf\u00f6y\u00fcn\u00fcn pozitif g\u00f6r\u00fcn\u00fcme d\u00f6nmesi sebebiyle g\u00fc\u00e7l\u00fc net k\u00e2r beklentimiz mevcuttur. \u00d6te yandan Turkcell\u2019de reel anlamda zay\u0131f bilan\u00e7o g\u00f6r\u00fcn\u00fcm\u00fc s\u00fcrse de; ge\u00e7ti\u011fimiz \u00e7eyreklere k\u0131yasla daha g\u00fc\u00e7l\u00fc operasyonel marjlar bekliyor, yeniden de\u011ferlemelerin de etkisiyle net k\u00e2r b\u00fcy\u00fcmesinde ivmelenme \u00f6ng\u00f6r\u00fcyoruz.<\/p>\n<p>G\u0131da perakende sekt\u00f6r karlar\u0131n\u0131n makul gelmesini bekliyor ve t\u00fcm \u015firketlerin nakit yaratmaya devam edeceklerini d\u00fc\u015f\u00fcn\u00fcyoruz. \u00d6te yandan, d\u00fc\u015f\u00fck \u00e7arpanlarda i\u015flem g\u00f6ren \u015eok, ve yine d\u00fc\u015f\u00fck \u00e7arpanlarda i\u015flem g\u00f6ren ve bilan\u00e7osunu net nakit pozisyonuna \u00e7eviren ve nakit pozisyonu artmaya devam eden Migros\u2019un \u00f6ne \u00e7\u0131kmalar\u0131n\u0131 bekliyoruz.<\/p>\n<div class=\"kanews-banner kanews-banner-single\">\n<div style=\"min-height:280px\" data-empower-zone=\"159899\" class=\"empower-ad\"><\/div>\n<\/div>\n<p>Otomotiv sekt\u00f6r\u00fcnde, i\u00e7 talepteki y\u00fcksek seyir nedeniyle Do\u011fu\u015f Otomotiv ve T\u00fcrk Trakt\u00f6r\u2019de kuvvetli FAV\u00d6K ve net kar art\u0131\u015flar\u0131 beklemekteyiz.<\/p>\n<p>\u00c7imento sekt\u00f6r\u00fcnde, \u00c7imsa\u2019n\u0131n y\u0131ll\u0131k b\u00fcy\u00fcme rakamlar\u0131n\u0131n gri \u00e7imento \u00fcretim tesislerinin bir k\u0131sm\u0131n\u0131n sat\u0131lm\u0131\u015f olmas\u0131 nedeniyle bir miktar s\u0131n\u0131rl\u0131 kalm\u0131\u015f olabilece\u011fini tahmin ederken, Ak\u00e7ansa\u2019da olumlu hava \u015fartlar\u0131n\u0131n da etkisiyle FAV\u00d6K ve net karda \u00e7ift basamakl\u0131 y\u0131ll\u0131k art\u0131\u015flar beklemekteyiz.<\/p>\n<p>Beyaz e\u015fya sekt\u00f6r\u00fcnde Ar\u00e7elik\u2019te, yap\u0131lan varl\u0131k al\u0131mlar\u0131 nedeniyle y\u0131ll\u0131k b\u00fcy\u00fcmelerin y\u00fcksek olaca\u011f\u0131n\u0131 fakat karl\u0131l\u0131\u011f\u0131n bir miktar gerilemi\u015f olabilece\u011fini \u00f6ng\u00f6rmekteyiz. \u0130ndeks Bilgisayar \u00fcr\u00fcnlerinde ise istikrarl\u0131 bir T\u00fcrk Liras\u0131, talebin artmas\u0131na neden oldu. \u00d6zellikle mobil segment kaynakl\u0131 g\u00fc\u00e7l\u00fc bir ciro rakam\u0131 bekliyoruz. Ancak g\u00fc\u00e7l\u00fc \u00e7eyre\u011fin fiyatlara yans\u0131m\u0131\u015f oldu\u011funu belirtelim. Karl\u0131l\u0131\u011f\u0131 zay\u0131f gelmesini bekledi\u011fimiz sanayii \u015firketleri ise \u015fu \u015fekilde: Logo Yaz\u0131l\u0131m mevsimselli\u011finin yan\u0131 s\u0131ra Romanya ve T\u00fcrkiye operasyonlar\u0131nda<br \/>maliyetlerin FAV\u00d6K\u2019e bask\u0131 uygulayaca\u011f\u0131 beklentisi i\u00e7erisindeyiz. Kordsa artan maliyetlerin yan\u0131 s\u0131ra k\u00fcresel olarak yay\u0131lm\u0131\u015f operasyonlar nedeniyle i\u015fletme ortam\u0131ndaki makro belirsizlikler daha d\u00fc\u015f\u00fck FAV\u00d6K marjlar\u0131 olarak yans\u0131yabilir.<\/p>\n<p>Ere\u011fli, Kardemir ve Petkim\u2019de ise \u00fcr\u00fcn sat\u0131\u015f fiyatlar\u0131nda g\u00fc\u00e7s\u00fcz talep ko\u015fullar\u0131n\u0131n etkisiyle toparlanma olmamas\u0131 ve artan maliyetlerin etkisiyle zay\u0131f bilan\u00e7o beklentimiz bulunuyor.<\/p>\n<p>Bankac\u0131l\u0131k sekt\u00f6r\u00fcnde k\u00e2rl\u0131l\u0131klar\u0131n \u00f6zel bankalar i\u00e7erisinde \u0130\u015f Bankas\u0131, TSKB, Akbank\u2019\u0131n, kamu bankalar\u0131nda ise Vak\u0131fbank\u2019\u0131n liderli\u011finde g\u00fc\u00e7l\u00fc olmas\u0131n\u0131 bekliyoruz. Son d\u00f6nemdeki d\u00fczenlemelerle kredi mevduat<br \/>makas\u0131nda bask\u0131lanma beklentimize kar\u015f\u0131l\u0131k karl\u0131l\u0131ktaki itici g\u00fcc\u00fcn b\u00fcy\u00fck \u00f6l\u00e7\u00fcde artan T\u00dcFE\u2019ye endeksli tahvil getirileri ve ivmesini koruyan komisyon gelirleri sayesinde \u00e7ekirdek bankac\u0131l\u0131k gelirlerinden oldu\u011funu \u00f6ng\u00f6rmekteyiz. Bahsedilen tema i\u00e7erisinde Vak\u0131fbank ve Akbank\u2019\u0131n \u00f6ne \u00e7\u0131kmas\u0131n\u0131 bekliyoruz. \u0130\u015f Bankas\u0131\u2019n\u0131n ise bu \u00e7eyrekte T\u00dcFE\u2019ye endeksli tahvil portf\u00f6y\u00fcn\u00fc muhasebele\u015ftirme fark\u0131 nedeniyle tahvil gelirleri katk\u0131s\u0131n\u0131n yatay seyretmesine kar\u015f\u0131n g\u00fc\u00e7l\u00fc i\u015ftirak gelirleriyle \u00f6n plana \u00e7\u0131kmas\u0131n\u0131 \u00f6ng\u00f6r\u00fcyoruz. TSKB\u2019nin de<br \/>s\u0131n\u0131rl\u0131 da olsa T\u00dcFE\u2019ye endeksli portf\u00f6y katk\u0131s\u0131, g\u00fc\u00e7l\u00fc i\u015ftirak gelirleri ve normalle\u015fen provizyon giderleri sayesinde \u0130\u015f Bankas\u0131n\u0131 takip etmesini bekleriz. \u00d6te yandan, Yap\u0131kredi\u2019nin bu \u00e7eyrekteki g\u00fc\u00e7l\u00fc T\u00dcFE\u2019ye endeksli tahvil portf\u00f6y getirilerinin sekt\u00f6re g\u00f6re y\u00fcksek olan operasyonel giderleri ile provizyon giderlerini dengelemesini ve Yap\u0131kredi\u2019nin yatay bir \u00e7eyrek ge\u00e7irmesini \u00f6ng\u00f6r\u00fcyoruz<\/p>\n<p><strong>Uyar\u0131 Notu: Burada yer alan yat\u0131r\u0131m bilgi, yorum ve tavsiyeleri yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 kapsam\u0131nda de\u011fildir. Yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 hizmeti; arac\u0131 kurumlar, portf\u00f6y y\u00f6netim \u015firketleri, mevduat kabul etmeyen bankalar ile m\u00fc\u015fteri aras\u0131nda imzalanacak yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 s\u00f6zle\u015fmesi \u00e7er\u00e7evesinde sunulmaktad\u0131r. Burada yer alan yorum ve tavsiyeler, yorum ve tavsiyede bulunanlar\u0131n ki\u015fisel g\u00f6r\u00fc\u015flerine dayanmaktad\u0131r. Bu g\u00f6r\u00fc\u015fler mali durumunuz ile risk ve getiri tercihlerinize uygun olmayabilir. Bu nedenle, sadece burada yer alan bilgilere dayan\u0131larak yat\u0131r\u0131m karar\u0131 verilmesi beklentilerinize uygun sonu\u00e7lar do\u011furmayabilir<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Gedik Yat\u0131r\u0131m 25.01.2023 tarihli raporu ile 2022 d\u00f6rd\u00fcnc\u00fc \u00e7eyrek k\u00e2r beklentilerini a\u00e7\u0131klad\u0131 Sanayi \u015eirketleri: T\u00fcpra\u015f\u2019ta g\u00fc\u00e7l\u00fc seyreden orta distilat \u00fcr\u00fcn marjlar\u0131 nedeniyle g\u00fc\u00e7l\u00fc operasyonel sonu\u00e7lar, Enka \u0130n\u015faat\u2019ta ise ge\u00e7ti\u011fimiz \u00e7eyreklerde negatif etkisi bulunan Eurobond portf\u00f6y\u00fcn\u00fcn pozitif g\u00f6r\u00fcn\u00fcme d\u00f6nmesi sebebiyle g\u00fc\u00e7l\u00fc net k\u00e2r beklentimiz mevcuttur. \u00d6te yandan Turkcell\u2019de reel anlamda zay\u0131f bilan\u00e7o g\u00f6r\u00fcn\u00fcm\u00fc s\u00fcrse de; ge\u00e7ti\u011fimiz [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":15549,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-15548","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-borsa-haberleri"],"_links":{"self":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/15548","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/comments?post=15548"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/15548\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/15549"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=15548"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=15548"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=15548"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}