{"id":23324,"date":"2024-05-14T10:58:51","date_gmt":"2024-05-14T10:58:51","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2024\/05\/14\/dev-araci-kurumdan-bim-birlesik-magazalar-bimas-bilanco-degerlendirmesi\/"},"modified":"2024-05-14T10:58:51","modified_gmt":"2024-05-14T10:58:51","slug":"dev-araci-kurumdan-bim-birlesik-magazalar-bimas-bilanco-degerlendirmesi","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2024\/05\/14\/dev-araci-kurumdan-bim-birlesik-magazalar-bimas-bilanco-degerlendirmesi\/","title":{"rendered":"Dev arac\u0131 kurumdan B\u0130M Birle\u015fik Ma\u011fazalar (BIMAS) bilan\u00e7o de\u011ferlendirmesi!"},"content":{"rendered":"

Bim Birle\u015fik Ma\u011fazalar A.\u015e.\u00a0(BIMAS) 2023 y\u0131l\u0131 \u00e7eyrek finansal sonu\u00e7lar\u0131 13 May\u0131s g\u00fcn\u00fc kamuya a\u00e7\u0131kland\u0131. Bilan\u00e7o sonras\u0131 ilk i\u015flem g\u00fcn\u00fcnde al\u0131m a\u011f\u0131rl\u0131kl\u0131 bir seyir g\u00f6r\u00fclen \u015firketin finansal tablolar\u0131 i\u00e7in de\u011ferlendirme, Gedik Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e.\u2019den geldi. Kurum de\u011ferlendirmesinde \u015fu ifadeleri kulland\u0131;<\/p>\n

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Buna g\u00f6re 2023 y\u0131l\u0131nda net sat\u0131\u015flar\u0131 reel olarak bir \u00f6nceki y\u0131la g\u00f6re ,61 art\u0131\u015fla 328.442 milyon TL seviyesinde ger\u00e7ekle\u015fmi\u015ftir. 2023 y\u0131l\u0131nda FAV\u00d6K\u2019\u00fc reel olarak bir \u00f6nceki y\u0131la g\u00f6re %0,87 art\u0131\u015fla 13.751 milyon TL seviyesinde ger\u00e7ekle\u015fmi\u015ftir. 2023 y\u0131l\u0131nda FAV\u00d6K marj\u0131 reel olarak bir \u00f6nceki y\u0131la g\u00f6re 69,49 baz puan d\u00fc\u015f\u00fc\u015fle %4 seviyesinde ger\u00e7ekle\u015fmi\u015ftir. 2023 y\u0131l\u0131nda net kar\u0131 reel olarak bir \u00f6nceki y\u0131la g\u00f6re %6,96 d\u00fc\u015f\u00fc\u015fle 15.441 milyon TL seviyesinde ger\u00e7ekle\u015fmi\u015fti. \u015eirket, 2023 y\u0131l\u0131nda 328.442 mn TL sat\u0131\u015f geliri (y\u0131ll\u0131k: reel ), 13.751 mn TL FAV\u00d6K (y\u0131ll\u0131k: reel %0,9) ve 15.441 mn TL net kar (y\u0131ll\u0131k: -%7) a\u00e7\u0131klam\u0131\u015ft\u0131r. 2023 y\u0131l\u0131nda ,6 art\u0131\u015fla 328.442 milyon TL sat\u0131\u015f geliri elde etmi\u015ftir (Migros: ),3; \u015eok: ,3). FAV\u00d6K marj\u0131 y\u0131ll\u0131k 69bp\u2019l\u0131k gerilemeyle %4,2 olurken (Migros: \u2013 90bp; \u015eok: -158bp), 2023 y\u0131l\u0131 ilk dokuz ay\u0131nda enflasyon d\u00fczeltmesiz elde edilen marj\u0131n 3500bp a\u015fa\u011f\u0131s\u0131ndad\u0131r (Migros: 5.100bp d\u00fc\u015f\u00fck; \u015eok: 4.000bp d\u00fc\u015f\u00fck). \u015eirketin 2023 y\u0131l\u0131 ilk dokuz ayl\u0131k enflasyon d\u00fczeltmesiz FAV\u00d6K\u2019\u00fc 14.102 milyon TL\u2019idi. Di\u011fer taraftan \u015firketin net kar\u0131 reel olarak %7 azal\u0131\u015f (Migros: -% 3,4; \u015eok: -6,1) kaydetmi\u015f olup, 2.477 milyon TL ertelenmi\u015f vergi gelirinin negatif etkisi hari\u00e7 tutuldu\u011funda \u015firketin net kar\u0131n\u0131 %8,8 (Migros: ,2; \u015eok: -11,4) b\u00fcy\u00fctt\u00fc\u011f\u00fc g\u00f6r\u00fclmektedir. 4\u00c723\u2019te ayn\u0131 ma\u011faza trafi\u011fi y\u0131ll\u0131k %5,4 y\u00fckseli\u015f, sepet hacminde ise b,8\u2019lik (2023: h,3) art\u0131\u015f ya\u015fanm\u0131\u015ft\u0131r. \u015eirketin net borcu y\u0131ll\u0131k ,7 art\u0131\u015f kaydetmi\u015ftir (Migros: 2.597 mn TL net nakit; \u015eok: 2.098 mn TL net bor\u00e7). Di\u011fer net finansal nakdi de 3.606 milyon TL olmu\u015ftur. \u015eirket 2024 y\u0131l\u0131 beklentilerini a\u00e7\u0131klam\u0131\u015ft\u0131r. Sat\u0131\u015f gelirlerinde u ( \/- 500bp) b\u00fcy\u00fcme, FAV\u00d6K marj\u0131n\u0131n %7,5-8,0 ( \/-50bp) olmas\u0131 ve yat\u0131r\u0131m harcamalar\u0131n\u0131n sat\u0131\u015flara oran\u0131n\u0131n % 3,0-3,5 (2023: %3,6) olmas\u0131 beklenmektedir. Hisse 2024 y\u0131l\u0131 beklentilerimize g\u00f6re 11,9x FD\/FAV\u00d6K ve 9,9x F\/K ile i\u015flem g\u00f6rmektedir. Di\u011fer g\u0131da perakende \u015firketleri olan MGROS 14,6x FD\/FAV\u00d6K; 5,8x F\/K ve \u015eok Marketler 6,0x FD\/FAV\u00d6K 4,8x F\/K ile i\u015flem g\u00f6rmektedir. Finansal sonu\u00e7lar\u0131n hisse \u00fczerindeki etkisini n\u00f6tr olarak de\u011ferlendiriyoruz.<\/p>\n

Gedik Yat\u0131r\u0131m yasal uyar\u0131s\u0131<\/p>\n

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<\/div>\n<\/div>\n

Burada yer alan bilgiler Gedik Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e. taraf\u0131ndan genel bilgilendirme amac\u0131 ile haz\u0131rlanm\u0131\u015ft\u0131r. 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. Herhangi bir yat\u0131r\u0131m arac\u0131n\u0131n al\u0131m-sat\u0131m \u00f6nerisi ya da getiri vaadi olarak yorumlanmamal\u0131d\u0131r. Bu g\u00f6r\u00fc\u015fler mali durumunuz ile risk ve getiri tercihlerinize uygun olmayabilir. Bu nedenle, sadece burada yer alan bilgilere dayanarak yat\u0131r\u0131m karar\u0131 verilmesi beklentilerinize uygun sonu\u00e7lar do\u011furmayabilir. Burada yer alan fiyatlar, veriler ve bilgilerin tam ve do\u011fru oldu\u011fu garanti edilemez; i\u00e7erik, haber verilmeksizin de\u011fi\u015ftirilebilir. T\u00fcm veriler, Gedik Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e. taraf\u0131ndan g\u00fcvenilir oldu\u011funa inan\u0131lan kaynaklardan al\u0131nm\u0131\u015ft\u0131r. Bu kaynaklar\u0131n kullan\u0131lmas\u0131 nedeni ile ortaya \u00e7\u0131kabilecek hatalardan Gedik Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e. sorumlu de\u011fildir.<\/p>\n

Borsa ve halka arzlar ile ilgili geli\u015fmeleri en h\u0131zl\u0131 \u015fekilde \u00f6\u011frenmek ve Rotaborsa telegram hesab\u0131n\u0131 takip etmek i\u00e7in t\u0131klay\u0131n\u0131z.<\/mark><\/strong><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Bim Birle\u015fik Ma\u011fazalar A.\u015e.\u00a0(BIMAS) 2023 y\u0131l\u0131 \u00e7eyrek finansal sonu\u00e7lar\u0131 13 May\u0131s g\u00fcn\u00fc kamuya a\u00e7\u0131kland\u0131. Bilan\u00e7o sonras\u0131 ilk i\u015flem g\u00fcn\u00fcnde al\u0131m a\u011f\u0131rl\u0131kl\u0131 bir seyir g\u00f6r\u00fclen \u015firketin finansal tablolar\u0131 i\u00e7in de\u011ferlendirme, Gedik Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e.\u2019den geldi. Kurum de\u011ferlendirmesinde \u015fu ifadeleri kulland\u0131; Buna g\u00f6re 2023 y\u0131l\u0131nda net sat\u0131\u015flar\u0131 reel olarak bir \u00f6nceki y\u0131la g\u00f6re ,61 art\u0131\u015fla 328.442 […]<\/p>\n","protected":false},"author":1,"featured_media":23325,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-23324","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\/23324","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=23324"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/23324\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/23325"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=23324"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=23324"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=23324"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}