{"id":31774,"date":"2024-09-29T13:45:23","date_gmt":"2024-09-29T13:45:23","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2024\/09\/29\/bim-birlesik-magazalar-bimas-2024-2-ceyrek-bilanco-yorumu\/"},"modified":"2024-09-29T13:45:23","modified_gmt":"2024-09-29T13:45:23","slug":"bim-birlesik-magazalar-bimas-2024-2-ceyrek-bilanco-yorumu","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2024\/09\/29\/bim-birlesik-magazalar-bimas-2024-2-ceyrek-bilanco-yorumu\/","title":{"rendered":"B\u0130M Birle\u015fik Ma\u011fazalar (BIMAS) 2024 2. \u00e7eyrek bilan\u00e7o yorumu"},"content":{"rendered":"<p>Bim Birle\u015fik Ma\u011fazalar A.\u015e.\u00a0(BIMAS) 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\/09\/bimas-large.jpg\" alt=\"| Rota Borsa\" class=\"wp-image-57135\" 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\">Bim Birle\u015fik Ma\u011fazalar A.\u015e.\u00a0hisse 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 %7,64 art\u0131\u015fla 109.253 milyon TL olmu\u015ftur. FAV\u00d6K\u2018\u00fc 2. \u00e7eyrekte ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re  ,56 azal\u0131\u015fla 3.657 milyon TL olmu\u015ftur. FAV\u00d6K marj\u0131 2. \u00e7eyrekte ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re 119 baz puan azal\u0131\u015fla %3,3 olmu\u015ftur. Net kar\u0131 2. \u00e7eyrekte ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re ,26 art\u0131\u015fla 4.521 milyon TL olmu\u015ftur. <\/p>\n<p>\u015eirket, 2\u00c724\u2019te 109.253 mn TL sat\u0131\u015f geliri (y\u0131ll\u0131k:  %8), 3.657 mn TL FAV\u00d6K (y\u0131ll\u0131k: -!) ve 4.521 mn TL<br \/>net kar (y\u0131ll\u0131k:  ) a\u00e7\u0131klam\u0131\u015ft\u0131r. 2\u00c724\u2019te \u015firket %7,6 azal\u0131\u015fla 109.253 milyon TL sat\u0131\u015f geliri elde etmi\u015f olup 2024 y\u0131l\u0131 ilk \u00e7eyre\u011findeki ,1\u2019lik b\u00fcy\u00fcmenin ard\u0131ndan gelir b\u00fcy\u00fcmesinde ivme kayb\u0131 ya\u015fanm\u0131\u015ft\u0131r (Migros:  ,6; \u015eok:  %0,7). FAV\u00d6K marj\u0131 y\u0131ll\u0131k 119bp\u2019l\u0131k d\u00fc\u015f\u00fc\u015fle %3,3 olmu\u015ftur (Migros:  140bp; \u015eok: negatif FAV\u00d6K marj\u0131). Di\u011fer taraftan 1.118 milyon TL\u2019lik ertelenmi\u015f vergi geliri sonras\u0131 net kar  art\u0131\u015f kaydetmi\u015ftir.<\/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 net borcu faiz oranlar\u0131n\u0131n bir fonksiyonu olan y\u00fcksek kira bor\u00e7lar\u0131 sonras\u0131 y\u0131ll\u0131k 6,3 art\u0131\u015f kaydederken, \u00e7eyreklik art\u0131\u015f G,9 olmu\u015ftur. 1\u00c724\u2019te 4.814 milyon TL olan net finansal nakdi de 2\u00c724\u2019te 4.697 milyon TL olmu\u015ftur. Birebir sat\u0131\u015flar, sepet b\u00fcy\u00fckl\u00fc\u011f\u00fc ve ma\u011faza trafi\u011fi s\u0131ras\u0131yla g,7, b ve 3,5\u2019lik b\u00fcy\u00fcme oranlar\u0131 makul g\u00f6r\u00fcnmektedir. \u015eirket 2024 y\u0131l\u0131 beklentileri; 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 \u015feklindedir. Hisse 2024 y\u0131l\u0131 beklentilerimize g\u00f6re 12,5x FD\/FAV\u00d6K ve 13,9x F\/K ile i\u015flem g\u00f6rmektedir. Di\u011fer g\u0131da perakende \u015firketleri olan MGROS 12,3x FD\/FAV\u00d6K; 5,7x F\/K ile i\u015flem g\u00f6rmektedir. Finansal sonu\u00e7lar\u0131n hisse \u00fczerindeki etkisini s\u0131n\u0131rl\u0131 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><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>Bim Birle\u015fik Ma\u011fazalar A.\u015e.\u00a0(BIMAS) 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; Bim Birle\u015fik Ma\u011fazalar A.\u015e.\u00a0hisse 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 d\u00f6nemine aittir. Bu sonu\u00e7lar itibariyle \u015firketin: Net [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":31775,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-31774","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\/31774","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=31774"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/31774\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/31775"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=31774"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=31774"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=31774"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}