{"id":31772,"date":"2024-09-29T14:05:32","date_gmt":"2024-09-29T14:05:32","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2024\/09\/29\/koton-magazacilik-koton-2024-2-ceyrek-bilanco-yorumu\/"},"modified":"2024-09-29T14:05:32","modified_gmt":"2024-09-29T14:05:32","slug":"koton-magazacilik-koton-2024-2-ceyrek-bilanco-yorumu","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2024\/09\/29\/koton-magazacilik-koton-2024-2-ceyrek-bilanco-yorumu\/","title":{"rendered":"Koton Ma\u011fazac\u0131l\u0131k (KOTON) 2024 2. \u00e7eyrek bilan\u00e7o yorumu"},"content":{"rendered":"<p>Koton Ma\u011fazac\u0131l\u0131k Tekstil Sanayi ve Ticaret A.\u015e.\u00a0(KOTON) 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-full\"><img decoding=\"async\" loading=\"lazy\" width=\"1280\" height=\"720\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2023\/12\/koton2.jpg\" alt=\"| Rota Borsa\" class=\"wp-image-107123\" 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\">Koton Ma\u011fazac\u0131l\u0131k Tekstil Sanayi ve Ticaret A.\u015e. hisse haberleri<\/h2>\n<p>Buna g\u00f6re Gedik Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesi \u015fu \u015fekilde; \u201c\u015eirketin a\u00e7\u0131klanan son finansal sonu\u00e7lar\u0131 2024\/06 d\u00f6nemine aittir. Bu sonu\u00e7lar itibariyle \u015firketin: Net sat\u0131\u015flar\u0131 2. \u00e7eyrekte ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re %0,33 azal\u0131\u015fla 5.841 milyon TL olmu\u015ftur. FAV\u00d6K\u2018\u00fc 2. \u00e7eyrekte ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re ,57 art\u0131\u015fla 1.752 milyon TL olmu\u015ftur. FAV\u00d6K marj\u0131 2. \u00e7eyrekte ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re 344 baz puan art\u0131\u015fla 0,0 olmu\u015ftur. Net kar\u0131 2. \u00e7eyrekte ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re C,98 azal\u0131\u015fla 647 milyon TL olmu\u015ftur. <\/p>\n<p>\u015eirket, 2\u00c724\u2019te 5.841 mn TL sat\u0131\u015f geliri (y\u0131ll\u0131k: -%0,3), 2024 y\u0131l\u0131n\u0131n ilk yar\u0131s\u0131nda 2,6 mlr TL d\u00fczeltilmi\u015f FAV\u00d6K (y\u0131ll\u0131k: -%4,2) ve 2\u00c724\u2019te 647 mn TL net kar (y\u0131ll\u0131k: -D) a\u00e7\u0131klam\u0131\u015ft\u0131r. \u015eirketin br\u00fct kar\u0131 y\u0131ll\u0131k ,8 art\u0131\u015fla 3.565 milyon TL, br\u00fct kar marj\u0131 611bp\u2019l\u0131k art\u0131\u015fla a olarak ger\u00e7ekle\u015fmi\u015ftir. Esnek ve etkin \u00fcr\u00fcn tedarik stratejisi sayesinde \u00fcr\u00fcn maliyet art\u0131\u015flar\u0131 enflasyonun olduk\u00e7a alt\u0131nda kalm\u0131\u015ft\u0131r.<\/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>\u015eirketin konsolide sat\u0131\u015f gelirlerini \u00fc\u00e7te biri uluslararas\u0131 pazarlardan olu\u015fmaktad\u0131r. 2\u00c724\u2019te TL\u2019nin USD kar\u015f\u0131s\u0131nda &#8216;\u2019lik de\u011fer kayb\u0131, p civar\u0131ndaki enflasyon oran\u0131n\u0131n olduk\u00e7a alt\u0131nda kalm\u0131\u015ft\u0131r. Bu durum \u015firketin uluslararas\u0131 sat\u0131\u015f gelirleri b\u00fcy\u00fcmesini 2\u00c723\u2019e k\u0131yasla etkilemi\u015ftir. \u015eirket i\u00e7in \u00f6nemli bir pazar olan BDT b\u00f6lgesinde br\u00fct kar marj\u0131 % 47,7\u2019den S,1\u2019e y\u00fckselmi\u015ftir. Bu d\u00f6nemde yurt i\u00e7i perakende %5,3 b\u00fcy\u00fcrken, konsolide yurt i\u00e7i sat\u0131\u015flar reel olarak %2,5 art\u0131\u015f g\u00f6stermi\u015ftir.<\/p>\n<p>Uluslararas\u0131 sat\u0131\u015flar USD baz\u0131nda %1,4 artarken, bu b\u00fcy\u00fcme 2\u00c724\u2019te ,0 olarak ger\u00e7ekle\u015fti. 2\u00c724\u2019te konsolide sat\u0131\u015flar 2\u00c723\u2019e g\u00f6re yatay kalm\u0131\u015ft\u0131r. Yurt i\u00e7i pazar yerlerinden ve koton.com\u2019dan sat\u0131\u015f hacimleri bir \u00f6nceki yar\u0131ya g\u00f6re s\u0131ras\u0131yla B ve  oran\u0131nda reel b\u00fcy\u00fcme kaydetmi\u015ftir. Ayr\u0131ca koton.com\u2019da 2023 y\u0131l\u0131n\u0131n ayn\u0131 d\u00f6nemine g\u00f6re i\u015flem say\u0131s\u0131nda ), ziyaret\u00e7i say\u0131s\u0131nda ise %9 art\u0131\u015f ya\u015fanm\u0131\u015ft\u0131r. \u015eirket 2024 y\u0131l\u0131n\u0131n ilk yar\u0131s\u0131nda 2,6 milyar TL d\u00fczeltilmi\u015f FAV\u00d6K ve $,9 FAV\u00d6K marj\u0131 a\u00e7\u0131klam\u0131\u015ft\u0131r. Bu de\u011fi\u015fimin ana nedeni personel giderlerinin enflasyonun \u00fczerinde artmas\u0131 ve d\u00f6viz<br \/>gelirlerinin azalmas\u0131d\u0131r. 2\u00c724\u2019e bak\u0131ld\u0131\u011f\u0131nda, FAV\u00d6K marj\u0131ndaki 7\u2019den 2\u2019ye d\u00fc\u015f\u00fc\u015f, daha \u00f6nce belirtilen fakt\u00f6rlere ek olarak tek seferlik halka arz maliyetleri nedeniyle daha da belirginle\u015fmi\u015ftir.<\/p>\n<p>Net kar 2\u00c724\u2019te y\u0131ll\u0131k D,4 azalarak 647 milyon TL olarak ger\u00e7ekle\u015firken, 1\u00c724\u2019te 2 milyon TL olan net kar, mevsimselli\u011fin hafiflemesi ve g\u00fc\u00e7l\u00fc br\u00fct kar art\u0131\u015f\u0131 sayesinde 2024\/06\u2019te 650 milyon TL\u2019ye y\u00fckselmi\u015ftir. 2\u00c723\u2019te 157 milyon TL net parasal kazan\u00e7 yazan \u015firket, 2\u00c724\u2019te 39 milyon TL net parasal kazan\u00e7 a\u00e7\u0131klam\u0131\u015ft\u0131r. K\u0131smen halka arz gelirlerinin etkisiyle net bor\u00e7 \u00e7eyreklik ! azalm\u0131\u015ft\u0131r. 30 Haziran itibar\u0131yla ma\u011faza say\u0131s\u0131 440\u2019a ula\u015f\u0131rken, 2024 y\u0131l\u0131 sonunda bu say\u0131n\u0131n 450\u2019yi a\u015fmas\u0131 beklenmektedir. \u015eirket 2024 y\u0131l\u0131nda %5 sat\u0131\u015f gelirleri b\u00fcy\u00fcmesi \u00f6ng\u00f6rmektedir. Hisse son 12 ayl\u0131k verilere g\u00f6re 4,1x FD\/FAV\u00d6K ile i\u015flem g\u00f6rmektedir. Finansal sonu\u00e7lar\u0131n hisse \u00fczerindeki etkisini s\u0131n\u0131rl\u0131 negatif olarak de\u011ferlendiriyoruz.\u201d<\/p>\n<p>B\u00f6ylelikle \u015firketin FAV\u00d6K\u2019\u00fc 2\u00c724\u2019te y\u0131ll\u0131k # artarak 624 milyon TL olarak ger\u00e7ekle\u015fmi\u015ftir. \u015eirket, 825 milyon TL yat\u0131r\u0131m faaliyetlerinden gelir (2\u00c723: 2.925 mn TL gider), 1.706 milyon TL net parasal kay\u0131p (2\u00c723: 1.268 mn TL) ve 628 milyon TL ertelenmi\u015f vergi geliri (2\u00c723: 92 mn TL) elde etmi\u015f olup, 39 milyon TL net zarar (2\u00c723:  1.124 mn TL) a\u00e7\u0131klam\u0131\u015ft\u0131r. \u015eirketin net nakdi y\u0131ll\u0131k %9, \u00e7eyreklik %3 azal\u0131\u015fla 10.656 milyon TL olmu\u015ftur. Hisse 2025 y\u0131l\u0131 beklentilerin g\u00f6re 10,3x FD\/FAV\u00d6K ile i\u015flem g\u00f6rmektedir. Finansal sonu\u00e7lar\u0131n hisse \u00fczerindeki etkisini negatif olarak de\u011ferlendiriyoruz.\u201d<\/p>\n<h3 class=\"wp-block-heading\">Gedik Yat\u0131r\u0131m yasal uyar\u0131s\u0131<\/h3>\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>Koton Ma\u011fazac\u0131l\u0131k Tekstil Sanayi ve Ticaret A.\u015e.\u00a0(KOTON) 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; Koton Ma\u011fazac\u0131l\u0131k Tekstil Sanayi ve Ticaret A.\u015e. hisse haberleri Buna g\u00f6re Gedik Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesi \u015fu \u015fekilde; \u201c\u015eirketin a\u00e7\u0131klanan son finansal sonu\u00e7lar\u0131 2024\/06 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":31773,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-31772","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\/31772","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=31772"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/31772\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/31773"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=31772"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=31772"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=31772"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}