{"id":25194,"date":"2024-06-08T18:21:55","date_gmt":"2024-06-08T18:21:55","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2024\/06\/08\/dev-araci-kurumdan-turk-telekom-ttkom-bilanco-degerlendirmesi\/"},"modified":"2024-06-08T18:21:55","modified_gmt":"2024-06-08T18:21:55","slug":"dev-araci-kurumdan-turk-telekom-ttkom-bilanco-degerlendirmesi","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2024\/06\/08\/dev-araci-kurumdan-turk-telekom-ttkom-bilanco-degerlendirmesi\/","title":{"rendered":"Dev arac\u0131 kurumdan T\u00fcrk Telekom (TTKOM) bilan\u00e7o de\u011ferlendirmesi"},"content":{"rendered":"<p>T\u00fcrk Telekom\u00fcnikasyon A.\u015e.\u00a0(TTKOM) 2024 y\u0131l\u0131 birinci \u00e7eyrek finansal sonu\u00e7lar\u0131 4 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-full\"><img decoding=\"async\" loading=\"lazy\" width=\"1280\" height=\"720\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2023\/09\/ttkom.jpg\" alt=\"| Rota Borsa\" class=\"wp-image-58448\" 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 %5,96 art\u0131\u015fla 28.024 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 %,46 art\u0131\u015fla 9.607 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 532,80 baz puan art\u0131\u015fla % 34,28 olmu\u015ftur. 2024 y\u0131l\u0131n\u0131n ilk \u00fc\u00e7 ay\u0131nda ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re net kar\u0131 reel olarak ,79 d\u00fc\u015f\u00fc\u015fle 1.043 milyon TL seviyesinde ger\u00e7ekle\u015fmi\u015ftir.  \u015eirket, 1\u00c724\u2019te 28.024 mn TL sat\u0131\u015f geliri (y\u0131ll\u0131k:  %6), 10.265 mn TL d\u00fczeltilmi\u015f FAV\u00d6K (y\u0131ll\u0131k:  #) ve 1.043 mn TL net kar (y\u0131ll\u0131k: -) a\u00e7\u0131klam\u0131\u015ft\u0131r. Artan efektif vergi oran\u0131 sonras\u0131 net kar y\u0131ll\u0131k bazda daralm\u0131\u015ft\u0131r. 1\u00c724\u2019te pozitif normalle\u015fme devam etmi\u015f ve bunun sonucunda FAV\u00d6K marj\u0131nda 5 puanl\u0131k iyile\u015fme ve g\u00fc\u00e7l\u00fc nakit \u00fcretimi sa\u011flanm\u0131\u015ft\u0131r. Vergi \u00f6ncesi kar reel olarak y\u0131ll\u0131k 8 art\u0131\u015f kaydetmi\u015ftir. T\u00fcrkiye\u2019deki nispeten<br \/>d\u00fc\u015f\u00fck mobil ve internet penetrasyonu g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, mobil ARPU (abone ba\u015f\u0131na gelir)\u2019da reel olarak y\u0131ll\u0131k  b\u00fcy\u00fcme ve son 1 y\u0131lda mobil segmentte 600 bin ile geni\u015fbant segmentinde 400 bin abone kazan\u0131m\u0131 olumludur. Bor\u00e7luluk oran\u0131n\u0131n ve finansal kald\u0131rac\u0131n d\u00fc\u015f\u00fcr\u00fclmesi \u00f6zellikle 5G ihalesinin yolda oldu\u011fu g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda pozitif bir geli\u015fmedir. Mobil gelirlerde \u00f6l\u00e7ek etkisiyle g\u00f6r\u00fclen reel !\u2019lik art\u0131\u015f sat\u0131\u015f gelirlerindeki reel art\u0131\u015f\u0131n en \u00f6nemli itici g\u00fcc\u00fc olmu\u015ftur. \u015eirketin d\u00fczeltilmi\u015f FAV\u00d6K\u2019\u00fc reel # y\u00fckseli\u015fle 10.265 milyon TL olmu\u015ftur. Abone taraf\u0131nda, mobil segmentte 16 bin net abone kayb\u0131 (4\u00c723:  97 bin; 3\u00c723:  537 bin; 2\u00c723: -9 bin) ger\u00e7ekle\u015fmi\u015f ve segmentin abone ba\u015f\u0131na geliri (ARPU) y\u0131ll\u0131k bazda  artm\u0131\u015ft\u0131r. Geni\u015fbant segmentinde abone b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fc 10 bin net yeni abone kazan\u0131m\u0131yla (4\u00c723:  10 bin; 3\u00c723:  166 bin; 2\u00c723:  144 bin) g\u00fc\u00e7l\u00fc seyrederken, segment ARPU\u2019su y\u0131ll\u0131k %5 y\u00fckselmi\u015ftir. \u015eirketin d\u00fczeltilmi\u015f net borcu yakla\u015f\u0131k 47 milyar TL\u2019ye gerilemi\u015ftir (Net Bor\u00e7\/FAV\u00d6K: 1,1x; Mar.23: 55 mlr TL). \u015eirket 2024 y\u0131l\u0131 beklentilerini korumu\u015f olup; konsolide gelirlerin y\u0131ll\u0131k -13 b\u00fcy\u00fcmesi (2023:  ), FAV\u00d6K marj\u0131n\u0131n 6- 38 (2023: 3,5) ve yat\u0131r\u0131m harcamalar\u0131\/sat\u0131\u015flar\u0131n ise &#8216;-28 olmas\u0131 beklenmektedir. Hisse 2024 y\u0131l\u0131 beklentilerimize g\u00f6re 4,7x FD\/FAV\u00d6K ile i\u015flem g\u00f6rmektedir. Finansal sonu\u00e7lar\u0131n hisse \u00fczerindeki etkisini s\u0131n\u0131rl\u0131 pozitif 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>T\u00fcrk Telekom\u00fcnikasyon A.\u015e.\u00a0(TTKOM) 2024 y\u0131l\u0131 birinci \u00e7eyrek finansal sonu\u00e7lar\u0131 4 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 reel olarak [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":25195,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-25194","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\/25194","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=25194"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/25194\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/25195"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=25194"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=25194"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=25194"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}