{"id":25192,"date":"2024-06-08T18:09:32","date_gmt":"2024-06-08T18:09:32","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2024\/06\/08\/dev-araci-kurumdan-sabanci-holding-sahol-bilanco-degerlendirmesi\/"},"modified":"2024-06-08T18:09:32","modified_gmt":"2024-06-08T18:09:32","slug":"dev-araci-kurumdan-sabanci-holding-sahol-bilanco-degerlendirmesi","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2024\/06\/08\/dev-araci-kurumdan-sabanci-holding-sahol-bilanco-degerlendirmesi\/","title":{"rendered":"Dev arac\u0131 kurumdan Sabanc\u0131 Holding (SAHOL) bilan\u00e7o de\u011ferlendirmesi"},"content":{"rendered":"<p>Hac\u0131 \u00d6mer Sabanc\u0131 Holding A.\u015e.\u00a0(SAHOL) 2024 y\u0131l\u0131 birinci \u00e7eyrek finansal sonu\u00e7lar\u0131 5 Haziran g\u00fcn\u00fc kamuya a\u00e7\u0131kland\u0131. Bilan\u00e7o sonras\u0131 ilk i\u015flem g\u00fcn\u00fcnde sakin 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<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"576\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2023\/06\/sabanci-large.webp\" alt=\"| Rota Borsa\" class=\"wp-image-37049\" title=\"Dev arac\u0131 kurumdan Erdemir Ere\u011fli Demir \u00c7elik (EREGL) bilan\u00e7o de\u011ferlendirmesi! 9 HABERLER, G\u00fcndemdekiler, \u015eirket Haberleri Rota Borsa\" \/><\/figure>\n<p>Buna g\u00f6re 2024 y\u0131l\u0131n\u0131n ilk \u00fc\u00e7 ay\u0131nda ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re net sat\u0131\u015flar\u0131 reel olarak %4,75 art\u0131\u015fla 39.078 milyon TL seviyesinde ger\u00e7ekle\u015fmi\u015ftir. 2024 y\u0131l\u0131n\u0131n ilk \u00fc\u00e7 ay\u0131nda ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re FAV\u00d6K\u2019\u00fc reel olarak (,00 d\u00fc\u015f\u00fc\u015fle 20.393 milyon TL seviyesinde ger\u00e7ekle\u015fmi\u015ftir.<br \/>2024 y\u0131l\u0131n\u0131n ilk \u00fc\u00e7 ay\u0131nda ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re FAV\u00d6K marj\u0131 reel olarak 2.374,24 baz puan azal\u0131\u015fla R,19 seviyesinde ger\u00e7ekle\u015fmi\u015ftir. 2024 y\u0131l\u0131n\u0131n ilk \u00fc\u00e7 ay\u0131nda ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re net zarar\u0131 reel olarak 7,7 y\u00fckseli\u015fle 5.366 milyon TL seviyesinde ger\u00e7ekle\u015fmi\u015ftir. Holding, 1\u00c724\u2019te 5.366 mn TL net zarar (1\u00c723: 2.357 mn TL net zarar) a\u00e7\u0131klam\u0131\u015ft\u0131r. 1\u00c724\u2019te kombine gelirler temel olarak bankac\u0131l\u0131k ve finansal hizmetler segmentindeki reel gelir art\u0131\u015f\u0131 kaynakl\u0131 y\u0131ll\u0131k %5 art\u0131\u015f kaydetmi\u015ftir. Banka d\u0131\u015f\u0131 segmentlerde sat\u0131\u015f gelirleri y\u0131ll\u0131k bazda daralm\u0131\u015ft\u0131r. Banka d\u0131\u015f\u0131 segmentlerde net kar g\u00fc\u00e7s\u00fcz olmas\u0131na ra\u011fmen bu \u00e7eyrekte de konsolide net k\u00e2r\u0131 yine de desteklemi\u015ftir. Konsolide FAV\u00d6K y\u0131ll\u0131k %<br \/>28 azal\u0131\u015fla 20,4 milyar TL olmu\u015ftur. Bankac\u0131l\u0131k segmenti 3,3 milyar TL ile net zarar (1\u00c723: -1,8 mlr TL)<br \/>yaparken; artan swap maliyetleri, zay\u0131flayan net faiz marjlar\u0131, \u00e7ekirdek marjlarda daralma (-38bp) ve T\u00dcFE\u2019ye endeksli gelirlerin yatay kalmas\u0131 net kar\u0131 bask\u0131lam\u0131\u015ft\u0131r. Finansal servisler segmenti, y\u00fcksek parasal varl\u0131klar\u0131n negatif etkisiyle 301 milyon TL net zarar (1\u00c723: -289 mn TL) a\u00e7\u0131klam\u0131\u015ft\u0131r. D\u00fc\u015f\u00fck elektrik fiyatlar\u0131 ve do\u011falgaz hacimleri sonras\u0131 enerji segmenti 380 milyon TL (1\u00c723:  619 mn TL) net zarar elde etmi\u015ftir. Operasyonel karl\u0131l\u0131k \u00fczerinde enflasyon bask\u0131lar\u0131n\u0131n artmas\u0131na ba\u011fl\u0131 olarak, yap\u0131 malzemeleri segmenti 129 milyon TL\u2019lik (1\u00c723: 481 mn TL) olduk\u00e7a s\u0131n\u0131rl\u0131 net kar katk\u0131s\u0131 sa\u011flam\u0131\u015ft\u0131r. Operasyonel marjlar\u0131n geli\u015fimiyle birlikte sat\u0131\u015f hacimlerindeki hafif b\u00fcy\u00fcme sonras\u0131 sanayi segmenti, di\u011fer segmentlere g\u00f6re r\u00f6latif olarak daha iyi performans sergilemi\u015f, 325 milyon TL\u2019lik net kar katk\u0131s\u0131 sa\u011flam\u0131\u015ft\u0131r (1\u00c723:  200 mn TL). Dijital segment ise 222 milyon TL net zarar (1\u00c723:  59 mn TL) a\u00e7\u0131klam\u0131\u015ft\u0131r. Mar.24 itibariyle Holding solo net nakit pozisyonu temett\u00fc \u00f6demeleri ve Exsa birle\u015fmesiyle 14,4 milyar TL olmu\u015ftur (2023: 7,0 mlr TL). Mart ay\u0131ndan sonraki temett\u00fc geli\u015fmeleri bu fig\u00fcre dahil de\u011fildir. Holding net aktif de\u011fer (NAD)\u2019ine g\u00f6re yakla\u015f\u0131k 9 iskontolu i\u015flem g\u00f6rmektedir (3 y\u0131ll\u0131k ort.: 7; 5 y\u0131ll\u0131k ort.: B; 10 y\u0131ll\u0131k ort.: @). Finansal sonu\u00e7lar\u0131n hisse \u00fczerindeki etkisini s\u0131n\u0131rl\u0131 negatif olarak de\u011ferlendiriyoruz.<\/p>\n<p>Gedik Yat\u0131r\u0131m yasal uyar\u0131s\u0131<\/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>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<p><a href=\"https:\/\/t.me\/rotaborsa_halkaarz\" target=\"_blank\" rel=\"noreferrer noopener\"><strong><mark>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":"<p>Hac\u0131 \u00d6mer Sabanc\u0131 Holding A.\u015e.\u00a0(SAHOL) 2024 y\u0131l\u0131 birinci \u00e7eyrek finansal sonu\u00e7lar\u0131 5 Haziran g\u00fcn\u00fc kamuya a\u00e7\u0131kland\u0131. Bilan\u00e7o sonras\u0131 ilk i\u015flem g\u00fcn\u00fcnde sakin 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 2024 y\u0131l\u0131n\u0131n ilk \u00fc\u00e7 ay\u0131nda ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re net sat\u0131\u015flar\u0131 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":25193,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-25192","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\/25192","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=25192"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/25192\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/25193"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=25192"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=25192"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=25192"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}