{"id":29660,"date":"2024-09-01T14:50:00","date_gmt":"2024-09-01T14:50:00","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2024\/09\/01\/sabanci-holding-sahol-2024-2-ceyrek-bilanco-degerlendirmesi\/"},"modified":"2024-09-01T14:50:00","modified_gmt":"2024-09-01T14:50:00","slug":"sabanci-holding-sahol-2024-2-ceyrek-bilanco-degerlendirmesi","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2024\/09\/01\/sabanci-holding-sahol-2024-2-ceyrek-bilanco-degerlendirmesi\/","title":{"rendered":"Sabanc\u0131 Holding (SAHOL) 2024 2. \u00e7eyrek bilan\u00e7o de\u011ferlendirmesi"},"content":{"rendered":"<p>Hac\u0131 \u00d6mer Sabanc\u0131 Holding A.\u015e.\u00a0(SAHOL) 2024 y\u0131l\u0131 ikinci \u00e7eyrek finansal sonu\u00e7lar\u0131 kamuya a\u00e7\u0131kland\u0131. Bilan\u00e7o sonras\u0131 \u015eirketin 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<h2 class=\"wp-block-heading\">Hac\u0131 \u00d6mer Sabanc\u0131 Holding A.\u015e. hisse haberleri<\/h2>\n<p>Buna g\u00f6re Gedik Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesi \u015fu \u015fekilde; \u201c\u015eirketin Net sat\u0131\u015flar\u0131 2. \u00e7eyrekte ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re &#8216;,07 art\u0131\u015fla 190.372 milyon TL olmu\u015ftur. FAV\u00d6K\u2018\u00fc 2. \u00e7eyrekte ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re X,85 azal\u0131\u015fla 15.820 milyon TL olmu\u015ftur. FAV\u00d6K marj\u0131 2. \u00e7eyrekte ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re 5.061 baz puan azal\u0131\u015fla 8,7 olmu\u015ftur. Ge\u00e7en y\u0131l\u0131n 2. \u00e7eyre\u011finde 13.366 milyon TL net kar a\u00e7\u0131klayan \u015firket, bu y\u0131l\u0131n 2. \u00e7eyre\u011finde 1.814 milyon TL net zarar a\u00e7\u0131klam\u0131\u015ft\u0131r. \u015eirket, 2\u00c724\u2019te 1.814 mn TL net zarar (2\u00c723:  13.366 mn TL; kons: -4.011 mn TL) a\u00e7\u0131klam\u0131\u015ft\u0131r. 2\u00c724\u2019te konsolide gelirler temel olarak bankac\u0131l\u0131k, finansal hizmetler ve dijital segmentindeki reel gelir art\u0131\u015f\u0131 kaynakl\u0131 y\u0131ll\u0131k &#8216; art\u0131\u015f kaydetmi\u015ftir. Malzeme teknolojileri segmenti bu \u00e7eyrekte y\u0131ll\u0131k bazda \u2019l\u00fck reel gelir daralmas\u0131 g\u00f6stermi\u015ftir. Konsolide FAV\u00d6K y\u0131ll\u0131k d azal\u0131\u015fla 17,4 milyar TL olmu\u015ftur. FAV\u00d6K\u2019\u00fcn\u00fc y\u0131ll\u0131k bazda art\u0131ran tek segment   ile finansal hizmetler segmenti olmu\u015ftur. Net kar ise beklendi\u011fi gibi t\u00fcm<br \/>segmentlerde zay\u0131f kalm\u0131\u015ft\u0131r. Bankac\u0131l\u0131k segmenti 935 milyon TL net zarar (1\u00c724: -3,6 mlr TL; 2\u00c723:  7,7 mlr TL) a\u00e7\u0131klam\u0131\u015ft\u0131r. Y\u00fcksek swap maliyetleri, zay\u0131flayan net faiz marjlar\u0131, \u00e7ekirdek marjlarda daralma (-105bp) net kar\u0131 bask\u0131larken, T\u00dcFE\u2019ye endeksli gelirler \u00e7eyreklik bazda hafif iyile\u015fme g\u00f6stermi\u015ftir. Finansal servisler segmenti, g\u00fc\u00e7l\u00fc hayat primi \u00fcretimi sonras\u0131 141 milyon TL net kar (1\u00c724: -326 mn TL; 2\u00c723:  577 mn TL) a\u00e7\u0131klam\u0131\u015ft\u0131r. Ancak y\u00fcksek parasal varl\u0131klar\u0131n negatif etkisiyle net kar bask\u0131lanm\u0131\u015ft\u0131r. D\u00fc\u015f\u00fck elektrik fiyatlar\u0131 ve do\u011falgaz hacmi ile artan finansman giderleri sonras\u0131 enerji segmenti 136 milyon TL (1\u00c724: -412 mn TL; 2\u00c723:  2,0 mlr TL) net zarar elde etmi\u015ftir. Operasyonel karl\u0131l\u0131k \u00fczerinde enflasyon bask\u0131lar\u0131n\u0131n ve k\u00fcresel rekabetin artmas\u0131na ra\u011fmen uygun i\u00e7 piyasa dinamikleri sonras\u0131 yap\u0131 malzemeleri segmenti 728 milyon TL\u2019lik (1\u00c724:  124 mn TL; 2\u00c723: 1,1 mlr TL) net kar katk\u0131s\u0131 sa\u011flam\u0131\u015ft\u0131r. Dijital segment ise y\u00fcksek finansman giderleri sonras\u0131 375 milyon TL net zarar (1\u00c724: -241 mn TL; 2\u00c723: -142 mn TL) a\u00e7\u0131klam\u0131\u015ft\u0131r. Mobilite \u00e7\u00f6z\u00fcmleri segmenti, g\u00fc\u00e7l\u00fc hacimlere ra\u011fmen fiyat rekabeti nedeniyle 88 milyon TL (1\u00c724:  368 mn TL, 2\u00c723:  465 mn TL) net zarar katk\u0131s\u0131 bildirmi\u015ftir. Haz.24 itibariyle Holding solo net nakit pozisyonu temett\u00fc \u00f6demeleri ve Exsa birle\u015fmesiyle 12,0 milyar TL olmu\u015ftur (2023: 7,0 mlr TL). Holding net aktif de\u011fer (NAD)\u2019ine g\u00f6re yakla\u015f\u0131k C iskontolu i\u015flem g\u00f6rmektedir, halka a\u00e7\u0131k i\u015ftiraklerine g\u00f6re iskonto oran\u0131 ise % 24,3 ile son 2 y\u0131l\u0131n ortalamas\u0131 olan .5\u2019ten bir miktar daha derindir. Finansal sonu\u00e7lar\u0131n hisse \u00fczerindeki etkisini n\u00f6tr olarak de\u011ferlendiriyoruz.\u201d<\/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><mark style=\"background-color:#ffffff\" class=\"has-inline-color has-vivid-red-color\">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><\/mark><\/strong><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hac\u0131 \u00d6mer Sabanc\u0131 Holding A.\u015e.\u00a0(SAHOL) 2024 y\u0131l\u0131 ikinci \u00e7eyrek finansal sonu\u00e7lar\u0131 kamuya a\u00e7\u0131kland\u0131. Bilan\u00e7o sonras\u0131 \u015eirketin 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; Hac\u0131 \u00d6mer Sabanc\u0131 Holding A.\u015e. hisse haberleri Buna g\u00f6re Gedik Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesi \u015fu \u015fekilde; \u201c\u015eirketin Net sat\u0131\u015flar\u0131 2. \u00e7eyrekte ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":29661,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-29660","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\/29660","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=29660"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/29660\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/29661"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=29660"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=29660"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=29660"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}