{"id":1840,"date":"2023-03-03T07:55:29","date_gmt":"2023-03-03T07:55:29","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2023\/03\/03\/is-yatirim-sabanci-holding\/"},"modified":"2023-03-03T07:55:29","modified_gmt":"2023-03-03T07:55:29","slug":"is-yatirim-sabanci-holding","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2023\/03\/03\/is-yatirim-sabanci-holding\/","title":{"rendered":"\u0130\u015f Yat\u0131r\u0131m Sabanc\u0131 Holding"},"content":{"rendered":"<h2 class=\"wp-block-heading\">\u0130\u015f Yat\u0131r\u0131m model portf\u00f6y\u00fcnde de\u011fi\u015fiklik<\/h2>\n<p>\u0130\u015f Yat\u0131r\u0131m yay\u0131nlad\u0131\u011f\u0131 raporda Sabanc\u0131 Holding\u2019i model portf\u00f6y\u00fcnden \u00e7\u0131kard\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. \u0130\u015f Yat\u0131r\u0131m \u015firket ile ilgili \u015fu ifadeleri kulland\u0131;<\/p>\n<p>\u201cSAHOL en \u00e7ok \u00f6nerilen listemize ekledi\u011fimiz 23 Eyl\u00fcl 2022 tarihinden bu yana USD baz\u0131nda a ve TL baz\u0131nda e mutlak getiri sa\u011flarken, B\u0130ST-100 endeksinin %3 \u00fczerinde performans g\u00f6sterdi. Di\u011fer holdinglere k\u0131yasla daha d\u00fc\u015f\u00fck seviyede olan net aktif de\u011fer iskontosu nedeniyle hisseyi listeden \u00e7\u0131kar\u0131yoruz. Hisse i\u00e7in AL tavsiyemizi koruyoruz. 2022 y\u0131l\u0131nda bankac\u0131l\u0131k ve enerji segmentlerindeki g\u00fc\u00e7l\u00fc performans\u0131 ve \u015firketin yeni yat\u0131r\u0131mlar\u0131 sebebi ile NAD iskonto seviyesinin tarihsel ortalamalar\u0131n alt\u0131nda kalmaya devam etmesini bekliyoruz.\u201d<\/p>\n<h2 class=\"wp-block-heading\">AGHOL Eklendi<\/h2>\n<p>Sabanc\u0131 Holding\u2019in model portf\u00f6yden \u00e7\u0131kmas\u0131 ile olu\u015fan bo\u015fluk Anadolu Grubu Holding\u2019in eklenmesi ile dolduruldu. \u0130\u015f Yat\u0131r\u0131m\u2019\u0131n AGHOL yorumu;<\/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>Defansif portf\u00f6y\u00fc ve y\u00fcksek NAD iskontosu sebebiyle AGHOL\u2019un cazip bir yat\u0131r\u0131m temas\u0131 sundu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz Ana i\u015ftirakler i\u00e7in revize edilmi\u015f hedef fiyatlar\u0131m\u0131z\u0131 baz alarak AGHOL hissesi i\u00e7in fiyat hedefimizi hisse ba\u015f\u0131na <strong>142 TL\u2019ye y\u00fckseltiyor ve AL tavsiyemizi koruyoruz<\/strong>. MGROS, hedef NAD\u2019\u0131m\u0131z\u0131n A\u2019ini olu\u015ftururken, bira ve me\u015frubat operasyonlar\u0131 s\u0131ras\u0131yla  ve 3\u2019\u00fcn\u00fc olu\u015fturuyor. TOGG ve geri kalan varl\u0131klar i\u00e7in de\u011ferlememiz konusunda h\u00e2l\u00e2 muhafazakar\u0131z. Holding\u2019in mevcut NAD<br \/>iskontosu, s\u0131ras\u0131yla 6 ve ( olan 1 y\u0131ll\u0131k ve 3 y\u0131ll\u0131k ortalamalar\u0131na yak\u0131n 4 (TOGG dahil 7) seviyesinde.<\/p>\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-rota-borsa wp-block-embed-rota-borsa\">\n<div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"DwwMQMiLb3\"><p><a href=\"https:\/\/rotaborsa.com\/akfen-yenilenebilir-enerji-halka-arzina-dair-bilinnmesi-gereken-tum-detaylar\/\">Akfen Yenilenebilir Enerji halka arz\u0131na dair bilinmesi gereken t\u00fcm detaylar<\/a><\/p><\/blockquote>\n<\/div>\n<\/figure>\n<p><strong>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>\u0130\u015f Yat\u0131r\u0131m model portf\u00f6y\u00fcnde de\u011fi\u015fiklik \u0130\u015f Yat\u0131r\u0131m yay\u0131nlad\u0131\u011f\u0131 raporda Sabanc\u0131 Holding\u2019i model portf\u00f6y\u00fcnden \u00e7\u0131kard\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. \u0130\u015f Yat\u0131r\u0131m \u015firket ile ilgili \u015fu ifadeleri kulland\u0131; \u201cSAHOL en \u00e7ok \u00f6nerilen listemize ekledi\u011fimiz 23 Eyl\u00fcl 2022 tarihinden bu yana USD baz\u0131nda a ve TL baz\u0131nda e mutlak getiri sa\u011flarken, B\u0130ST-100 endeksinin %3 \u00fczerinde performans g\u00f6sterdi. Di\u011fer holdinglere k\u0131yasla daha [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1841,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[33],"tags":[],"class_list":["post-1840","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sirket-haberleri"],"_links":{"self":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/1840","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=1840"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/1840\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/1841"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=1840"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=1840"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=1840"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}