{"id":34150,"date":"2024-11-06T11:04:05","date_gmt":"2024-11-06T11:04:05","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2024\/11\/06\/otokar-otkar-2024-3-ceyrek-bilanco-yorumu\/"},"modified":"2024-11-06T11:04:05","modified_gmt":"2024-11-06T11:04:05","slug":"otokar-otkar-2024-3-ceyrek-bilanco-yorumu","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2024\/11\/06\/otokar-otkar-2024-3-ceyrek-bilanco-yorumu\/","title":{"rendered":"Otokar (OTKAR) 2024 3. \u00e7eyrek bilan\u00e7o yorumu"},"content":{"rendered":"<p>Otokar Otomotiv ve Savunma Sanayi A.\u015e.\u00a0(OTKAR) 2024 y\u0131l\u0131 \u00fc\u00e7\u00fcnc\u00fc \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\/10\/otokar-1024x576.jpg\" alt=\"| Rota Borsa\" class=\"wp-image-78510\" title=\"T\u00fcpra\u015f (TUPRS) 2023 2. \u00e7eyrek bilan\u00e7o beklentisi 10 HABERLER, G\u00fcndemdekiler, H\u0130SSE HEDEF F\u0130YAT, \u015eirket Haberleri Rota Borsa\" \/><\/figure>\n<h2 class=\"wp-block-heading\">Otokar Otomotiv ve Savunma Sanayi A.\u015e.\u00a0hisse haberleri<\/h2>\n<p>Buna g\u00f6re Gedik Yat\u0131r\u0131m de\u011ferlendirmesi \u015fu \u015fekilde; \u201c\u015eirketin net sat\u0131\u015flar\u0131 3. \u00e7eyrekte ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re 0,12 azal\u0131\u015fla 7.293 milyon TL olmu\u015ftur. Ge\u00e7en y\u0131l\u0131n 3. \u00e7eyre\u011finde 991 milyon TL FAV\u00d6K a\u00e7\u0131klayan \u015firket, bu y\u0131l\u0131n 3. \u00e7eyre\u011finde 108 milyon TL faiz vergi ve amortisman \u00f6ncesi zarar\u0131 a\u00e7\u0131klam\u0131\u015ft\u0131r. Ge\u00e7en y\u0131l\u0131n 3. \u00e7eyre\u011finde 66 milyon TL net kar a\u00e7\u0131klayan \u015firket, bu y\u0131l\u0131n 3. \u00e7eyre\u011finde 904 milyon TL net zarar a\u00e7\u0131klam\u0131\u015ft\u0131r.\u201d<\/p>\n<p>\u201c\u015eirket, 3\u00c724\u2019te 7.293 mn TL sat\u0131\u015f geliri (y\u0131ll\u0131k: -0); 108 mn TL faiz, amortisman \u00f6ncesi zarar (3\u00c723:  991 mn TL) ve 904 mn TL net zarar (3\u00c723:  66 mn TL) a\u00e7\u0131klam\u0131\u015ft\u0131r. \u015eirketin konsens\u00fcs beklentisi bulunmamaktad\u0131r. Genel anlamda 3\u00c724 rakamlar\u0131n\u0131n 2\u00c724 rakamlar\u0131na benzer a\u00e7\u0131kland\u0131\u011f\u0131, ancak yine de \u00f6zsermaye daralmas\u0131na (yakla\u015f\u0131k %1) ve nakdin d\u00fc\u015fmesini durdurmak i\u00e7in yeterli olmad\u0131\u011f\u0131 s\u00f6ylenebilir.\u201d<\/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>\u201cZay\u0131f rakamlar\u0131n nedenlerinden biri de, tarihsel olarak teslimat ivmesi ikinci yar\u0131da olan z\u0131rhl\u0131 ara\u00e7 teslimatlar\u0131n\u0131 i\u00e7eren d\u00fc\u015f\u00fck sezondur. 3\u00c724\u2019te sat\u0131\u015f gelirleri 0 daralm\u0131\u015ft\u0131r. Toplam bakiye sipari\u015fler 423 milyon dolar olup tamam\u0131 d\u00f6viz cinsindendir. Z\u0131rhl\u0131 ara\u00e7 sat\u0131\u015flar\u0131n\u0131n olmay\u0131\u015f\u0131 ve istikrarl\u0131 TL, serbest nakit ak\u0131\u015f\u0131 ve marjlar \u00fczerinde bask\u0131 yaratmaya devam etmi\u015f ve net bor\u00e7 da y\u0131ll\u0131k bazda 3,9 (\u00e7eyreklik  %4,8) art\u0131\u015f kaydetmi\u015ftir. 2\u00c724\u2019teki z\u0131rhl\u0131 ara\u00e7 teslimatlar\u0131 mutlak rakamlarda iyile\u015fmeye yard\u0131mc\u0131 olacak gibi g\u00f6r\u00fcnmektedir.\u201d<\/p>\n<p>\u201c\u015eirket, g\u00fc\u00e7l\u00fc savunma ve yolcu ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 anla\u015fmalar\u0131 yapmakta olup, \u00f6ng\u00f6r\u00fclebilir gelecekte \u015firketin s\u00fcrd\u00fcr\u00fclebilir b\u00fcy\u00fcmesine devam etmesini bekliyoruz. \u015eirket, Romanya otoritesinin Romanya\u2019ya savunma ara\u00e7lar\u0131 sa\u011flamas\u0131na y\u00f6nelik nihai g\u00f6r\u00fc\u015fmelere davet edilmi\u015ftir (ekim ay\u0131 ba\u015f\u0131nda duyuruldu). Potansiyel anla\u015fma b\u00fcy\u00fckl\u00fc\u011f\u00fc 900 milyon dolar\u0131n \u00fczerinde olup, anla\u015fma toplam 1.337 adet 4\u00d74 taktik arac\u0131n (muhtemelen Cobra II) \u00fcretimini kapsamaktad\u0131r. Bunlardan 278\u2019i Otokar\u2019\u0131n T\u00fcrkiye tesislerinde, geri kalan\u0131 ise Romanya\u2019da sonradan belirlenen bir tesiste \u00fcretilecektir. \u015eirketin bu anla\u015fmadan en az 200 milyon dolar FAV\u00d6K elde edebilece\u011fini tahmin etmekteyiz. Dolay\u0131s\u0131yla, e\u011fer bu anla\u015fma ger\u00e7ekle\u015firse, \u015eirket\u2019in b\u00fcy\u00fcmeye devam etmesi ve yeni nakit yaratmas\u0131 i\u00e7in bir f\u0131rsat olabilir. Finansal sonu\u00e7lar\u0131n hisse \u00fczerindeki etkisini n\u00f6tr olarak de\u011ferlendiriyoruz.\u201d<\/p>\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"710\" height=\"1006\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2024\/11\/76AD3D9F-796B-4739-98F0-483D02C844CF.png\" alt=\"| Rota Borsa\" class=\"wp-image-234357\" title=\"| Rota Borsa\" \/><\/figure>\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<h3 class=\"wp-block-heading\">Rota Borsa yasal uyar\u0131s\u0131<\/h3>\n<p>Burada yer alan yat\u0131r\u0131m bilgi, yorum ve tavsiyeleri yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 kapsam\u0131nda de\u011fildir. 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. Bu g\u00f6r\u00fc\u015fler, mali durumunuz ile risk ve getiri tercihlerinize uygun olmayabilir. Bu nedenle sadece burada yer alan bilgilere dayan\u0131larak yat\u0131r\u0131m karar\u0131 verilmesi beklentilerinize uygun sonu\u00e7lar do\u011furmayabilir.<\/p>\n<p><strong><a href=\"https:\/\/www.instagram.com\/rotaborsacom\/\" target=\"_blank\" rel=\"noreferrer noopener\"><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 instagram hesab\u0131n\u0131 takip etmek i\u00e7in t\u0131klay\u0131n\u0131z.<\/mark><\/mark><\/a><\/strong><\/p>\n<p>\u0130st: OTKAR 418,25 TL<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Otokar Otomotiv ve Savunma Sanayi A.\u015e.\u00a0(OTKAR) 2024 y\u0131l\u0131 \u00fc\u00e7\u00fcnc\u00fc \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; Otokar Otomotiv ve Savunma Sanayi A.\u015e.\u00a0hisse haberleri Buna g\u00f6re Gedik Yat\u0131r\u0131m de\u011ferlendirmesi \u015fu \u015fekilde; \u201c\u015eirketin net sat\u0131\u015flar\u0131 3. \u00e7eyrekte ge\u00e7en y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":34151,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-34150","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\/34150","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=34150"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/34150\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/34151"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=34150"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=34150"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=34150"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}