{"id":37836,"date":"2025-01-07T14:00:23","date_gmt":"2025-01-07T14:00:23","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/01\/07\/sisecam-sise-hisseleri-icin-yeni-hedef-fiyat-ve-temettu-tahmini-aciklandi\/"},"modified":"2025-01-07T14:00:23","modified_gmt":"2025-01-07T14:00:23","slug":"sisecam-sise-hisseleri-icin-yeni-hedef-fiyat-ve-temettu-tahmini-aciklandi","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/01\/07\/sisecam-sise-hisseleri-icin-yeni-hedef-fiyat-ve-temettu-tahmini-aciklandi\/","title":{"rendered":"\u015ei\u015fecam (SISE) hisseleri i\u00e7in yeni hedef fiyat ve temett\u00fc tahmini a\u00e7\u0131kland\u0131!"},"content":{"rendered":"<p>2025 y\u0131l\u0131n\u0131n ilk g\u00fcnlerinde arac\u0131 kurumlar, strateji raporlar\u0131n\u0131 a\u00e7\u0131klamaya devam ediyor. 7 Ocak g\u00fcn\u00fc yay\u0131nlanan raporda T\u00fcrkiye \u015ei\u015fe ve Cam Fabrikalar\u0131 A.\u015e.\u00a0(SISE) hisseleri i\u00e7in hedef fiyat a\u00e7\u0131klamas\u0131nda bulunan bir kurum, 2025 y\u0131l\u0131 i\u00e7in temett\u00fc tahminini de a\u00e7\u0131klad\u0131. <\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1280\" height=\"720\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2023\/03\/sise.jpg\" alt=\"\u015ei\u015fecam (SISE) hisseleri i\u00e7in yeni hedef fiyat a\u00e7\u0131kland\u0131 HABERLER, G\u00fcndemdekiler, H\u0130SSE HEDEF F\u0130YAT, \u015eirket Haberleri Rota Borsa\" class=\"wp-image-17628\" title=\"Yayla G\u0131da (YYLGD) hisseleri i\u00e7in hedef fiyat a\u00e7\u0131kland\u0131! 12 HABERLER, G\u00fcndemdekiler, Piyasa Haberleri Rota Borsa\" \/><\/figure>\n<h2 class=\"wp-block-heading\">Hedef fiyat haberleri<\/h2>\n<p>Raporda \u015fu ifadelere yer verildi;<\/p>\n<p>\u201c\u015eirkete y\u00f6nelik beklentilerimizde ve makro projeksiyonlarda yapt\u0131\u011f\u0131m\u0131z de\u011fi\u015fiklikler sonucu hedef pay<br \/>fiyat\u0131m\u0131z\u0131 a\u015fa\u011f\u0131 y\u00f6nl\u00fc revize ederken \u201cAL\u201d olan \u00f6nerimizi ise koruyoruz. \u015ei\u015fecam\u2019\u0131n 2024 y\u0131l\u0131n\u0131n ilk dokuz ay\u0131nda net sat\u0131\u015f gelirleri  d\u00fc\u015f\u00fc\u015fle 136 milyar TL ger\u00e7ekle\u015fmi\u015ftir. Bu d\u00f6nemde toplam sat\u0131\u015flar i\u00e7erisindeki uluslararas\u0131 sat\u0131\u015flar\u0131n pay\u0131 Y seviyesinde ger\u00e7ekle\u015firken, ihracat 730 milyon dolar olarak kaydedildi. Ayn\u0131 d\u00f6nemde cam \u00fcretimi y\u0131ll\u0131k bazda yakla\u015f\u0131k %9 oran\u0131nda art\u0131\u015fla 4,2mn ton seviyesine, soda \u00fcretimi y\u0131ll\u0131k bazda yakla\u015f\u0131k %1 oran\u0131nda art\u0131\u015fla 3,5mn ton seviyesine y\u00fckselirken, 2,8 milyon ton end\u00fcstriyel hammadde \u00fcretimi ger\u00e7ekle\u015ftirilmi\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>Y\u0131l\u0131n ilk dokuz ay\u0131nda zay\u0131f talep ko\u015fullar\u0131 nedeniyle daha d\u00fc\u015f\u00fck fiyatland\u0131rma ortam\u0131 olmas\u0131na kar\u015f\u0131n yurti\u00e7inde cam ambalaj ve mimari cam segmentinde hacim taraf\u0131 g\u00fc\u00e7l\u00fc kald\u0131. 3\u00c724\u2019te cam ambalaj i\u015fkolu yurt i\u00e7i ve Rusya\u2019daki olumlu talep ortam\u0131 sayesinde y\u0131ll\u0131k sat\u0131\u015f b\u00fcy\u00fcmesine katk\u0131da bulundu ve cam ambalaj segmentinin toplam sat\u0131\u015f hacmi y\u0131ll\u0131k bazda  art\u0131\u015f g\u00f6sterdi. Mimari Cam segmenti gelirleri %2\u2019lik hacim b\u00fcy\u00fcmesi ger\u00e7ekle\u015ftirdi. 3\u00c724\u2019te \u015ei\u015fecam\u2019\u0131n konsolide soda k\u00fcl\u00fc \u00fcretimi, Wyoming tesisindeki planl\u0131 bak\u0131m \u00e7al\u0131\u015fmalar\u0131 nedeniyle, d\u00fc\u015f\u00fck baz\u0131n etkisiyle y\u0131ll\u0131k bazda %1 artarken, \u00e7eyreksel bazda %6 art\u0131\u015f g\u00f6sterdi. \u00c7in\u2019deki ekonomiyi canland\u0131rmak i\u00e7in uygulanan te\u015fvik paketleri soda k\u00fcl\u00fc fiyatlar\u0131nda dalgalanmalara neden olsa da, soda k\u00fcl\u00fc arz\u0131n\u0131n fazla olmas\u0131 ve buna ba\u011fl\u0131 olarak artan stoklar nedeniyle marjlar bask\u0131 alt\u0131nda kalmaya devam etti. \u00d6zellikle yurti\u00e7inde girdi verilen sekt\u00f6rler aras\u0131nda cam, in\u015faat ve otomotiv sekt\u00f6r\u00fc, 9A24\u2019de s\u0131k\u0131la\u015ft\u0131rma politikalar\u0131n\u0131n finansman \u00fczerindeki etkileri hissedildi. Ancak, global tarafta ba\u015flayan faiz indirimlerinin 2025 y\u0131l\u0131nda devam edece\u011fi beklentisi ve yurti\u00e7i tarafta da parasal gev\u015feme s\u00fcrecinin devam edecek olmas\u0131n\u0131n ekonomik toparlanma i\u00e7in potansiyel bir sinyal olaca\u011f\u0131 d\u00fc\u015f\u00fcn\u00fclmektedir. Bununla beraber, sekt\u00f6r\u00fcn tedarik\u00e7isi oldu\u011fu; in\u015faat, beyaz e\u015fya, otomotiv ve turizm gibi sekt\u00f6rlerde 2025 y\u0131l\u0131n\u0131n ilk yar\u0131s\u0131nda zay\u0131f talep ortam\u0131n\u0131n devam etmesini, y\u0131l\u0131n ikinci yar\u0131s\u0131nda ise g\u00fc\u00e7l\u00fc toparlanman\u0131n \u00f6nemli bir kataliz\u00f6r olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. <\/p>\n<p>\u015ei\u015fecam\u2019\u0131n maliyetlerinin yar\u0131s\u0131na yak\u0131n\u0131 T\u00fcrk Liras\u0131 baz\u0131nda olurken, sat\u0131\u015f gelirlerinin i\u00e7inde rezerv para cinsinden (EUR USD) G, T\u00fcrk Liras\u0131 cinsinden ise @ seviyesindedir. Bu bak\u0131mdan, yabanc\u0131 para birimlerinin de\u011ferlenmesi \u015eirket gelirlerine pozitif etki etmektedir. Ancak 2025 y\u0131l\u0131na ili\u015fkin makro tahminlerimiz kapsam\u0131nda, Dolar ve Euro kurlar\u0131n\u0131n T\u00fcrk Liras\u0131 kar\u015f\u0131s\u0131ndaki s\u0131n\u0131rl\u0131 ve dengeli y\u00fckseli\u015f seyrine bu y\u0131l da devam edece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. <\/p>\n<p>2025 y\u0131l\u0131 i\u00e7erisinde devreye al\u0131nmas\u0131 planlanan; Tarsus d\u00fczcam tesisindeki 7 milyon m2\/y\u0131l kapasiteli kaplamal\u0131 cam hatt\u0131n\u0131n, Kuzey \u0130talya d\u00fczcam tesisindeki 6,5 Milyon m2\/y\u0131l kapasiteli kaplamal\u0131 cam hatt\u0131n\u0131n, Bulgaristan d\u00fczcam tesisindeki 6 milyon m2\/y\u0131l kapasiteli kaplamal\u0131 cam hatt\u0131n\u0131n, i\u015fletme sermayesi dahil toplam 114 Milyon ABD dolar\u0131 yat\u0131r\u0131m bedeli ile tamamlanmas\u0131 ve \u015ei\u015fecam\u2019\u0131n t\u00fcm d\u00fcnyadaki mimari camlar kaplama hatt\u0131 say\u0131s\u0131n\u0131n 7\u2019ye, halihaz\u0131rda ortalama \u00fcr\u00fcn kar\u0131\u015f\u0131m\u0131na g\u00f6re 22 milyon m2\/y\u0131l olan kaplamal\u0131 cam kapasitesinin 41,5 milyon m2\/y\u0131la ula\u015fmas\u0131 hedeflenmektedir. Ayr\u0131ca, Mersin\/Tarsus\u2019ta hayata ge\u00e7irilecek buzlu cam f\u0131r\u0131n\u0131 y\u0131ll\u0131k \u00fcretim kapasitesinin br\u00fct 288 Bin tona ve enerji cam\u0131 hatt\u0131 y\u0131ll\u0131k i\u015fleme kapasitesinin 26,6 milyon m2\u2019ye y\u00fckseltilmesi hedeflenmektedir. Bu yat\u0131r\u0131mlar sonucunda, \u015ei\u015fecam\u2019\u0131n T\u00fcrkiye\u2019de kurulu buzlu cam \u00fcretim kapasitesinin, br\u00fct 396 Bin ton\/y\u0131la ula\u015faca\u011f\u0131 \u00f6ng\u00f6r\u00fclmektedir. <\/p>\n<p>\u015ei\u015fecam, Amerika\u2019daki soda k\u00fcl\u00fc yat\u0131r\u0131m ve operasyonlar\u0131nda ortak oldu\u011fu Ciner Grubu\u2019nun paylar\u0131n\u0131n tamam\u0131n\u0131 sat\u0131n almak \u00fczere 26 Aral\u0131k 2024 tarihinde anla\u015fma imzalad\u0131. Di\u011fer taraftan 2025 y\u0131l\u0131 i\u00e7erisinde devreye al\u0131nmas\u0131 planlanan Tarsus d\u00fczcam (432 bin ton\/y\u0131l br\u00fct kapasiteli hat) ve Macaristan cam ambalaj (toplam 396 bin ton\/y\u0131l br\u00fct kapasiteli 2 f\u0131r\u0131n) ye\u015fil saha yat\u0131r\u0131mlar\u0131 ile birlikte ABD\u2019deki do\u011fal soda k\u00fcl\u00fc kapasite art\u0131r\u0131m yat\u0131r\u0131m\u0131n\u0131n uzun vadeli b\u00fcy\u00fcme potansiyeli sundu\u011funu d\u00fc\u015f\u00fcnmekteyiz. Ancak 2025 y\u0131l\u0131n\u0131n ilk yar\u0131s\u0131nda zay\u0131f talep ortam\u0131n\u0131n devam etmesini bekliyoruz. Y\u0131l\u0131n ikinci yar\u0131s\u0131ndan sonra talepte ve sekt\u00f6rde h\u0131zl\u0131 bir toparlanma olu\u015ftu\u011fu takdirde hisse performans\u0131na pozitif katk\u0131 sunabilece\u011fini \u00f6ng\u00f6rmekteyiz.\u201d<\/p>\n<h2 class=\"wp-block-heading\">\u015ei\u015fecam hedef fiyat 2025<\/h2>\n<p>\u0130\u015fte arac\u0131 kurumlar\u0131n \u015ei\u015fecam i\u00e7in belirledi\u011fi hedef fiyat ve tavsiyesi;<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"576\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2024\/12\/sise4-1024x576.jpg\" alt=\"\u015ei\u015fecam (SISE) hisseleri i\u00e7in yeni hedef fiyat a\u00e7\u0131kland\u0131 HABERLER, G\u00fcndemdekiler, H\u0130SSE HEDEF F\u0130YAT, \u015eirket Haberleri Rota Borsa\" class=\"wp-image-260332\" title=\"\u015ei\u015fecam (SISE) hisseleri i\u00e7in yeni hedef fiyat a\u00e7\u0131kland\u0131 11 HABERLER, G\u00fcndemdekiler, Piyasa Haberleri, \u015eirket Haberleri Rota Borsa\" \/><\/figure>\n<h3 class=\"wp-block-heading\">\u015eeker Yat\u0131r\u0131m<\/h3>\n<p>\u015eeker Yat\u0131r\u0131m, SISE-\u015ei\u015fecam i\u00e7in hedef fiyat\u0131n\u0131 68,3 TL\u2019den 60,7 TL\u2019ye d\u00fc\u015f\u00fcrerek, tavsiyesini \u201cal\u201d olarak s\u00fcrd\u00fcrd\u00fc. <\/p>\n<figure class=\"wp-block-table is-style-stripes\">\n<table class=\"has-fixed-layout\">\n<tbody>\n<tr>\n<td><strong>Arac\u0131 Kurum<\/strong><\/td>\n<td>\u015eeker Yat\u0131r\u0131m<\/td>\n<\/tr>\n<tr>\n<td><strong>Hedef fiyat<\/strong><\/td>\n<td>60,70 TL<\/td>\n<\/tr>\n<tr>\n<td><strong>Son fiyat (\u0130st: SISE)<\/strong><\/td>\n<td>42,38 TL<\/td>\n<\/tr>\n<tr>\n<td><strong>Tavsiye<\/strong><\/td>\n<td>Al<\/td>\n<\/tr>\n<tr>\n<td><strong>Prim potansiyeli<\/strong><\/td>\n<td>C,22<\/td>\n<\/tr>\n<tr>\n<td><strong>A\u00e7\u0131klanma Tarihi<\/strong><\/td>\n<td>7 Ocak 2025<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<h2 class=\"wp-block-heading\">\u015ei\u015fecam temett\u00fc 2025 tahmini<\/h2>\n<p>Kurum \u015ei\u015fecam\u2019\u0131n 2024 y\u0131l\u0131nda toplam 11.500.000.000 TL net kar elde edece\u011fini ve %9 da\u011f\u0131tma oran\u0131 ile toplam 1.035.000.000 TL temett\u00fc da\u011f\u0131taca\u011f\u0131n\u0131 tahmin etti. Kurumun temett\u00fc verimi beklentisi ise %0,80 oldu. <\/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<p><mark><em><strong><a href=\"https:\/\/rotaborsa.com\/forum\/tum-hisseler\/sise-hisse-sise-cam\/\" target=\"_blank\" rel=\"noreferrer noopener\"><mark><mark style=\"background-color:#ffffff\" class=\"has-inline-color has-vivid-cyan-blue-color\">\u015ei\u015fecam hisse FORUMU, hedef fiyatlar\u0131, hisse grafi\u011fi, hisse senedi fiyat\u0131, haber, analiz ve yorumlar\u0131 i\u00e7in t\u0131klay\u0131n\u0131z.<\/mark><\/mark><\/a><\/strong><\/em><\/mark><\/p>\n<p><strong>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<\/strong>.<\/p>\n<p>***Hedef fiyatlar Foreks Haber taraf\u0131ndan derlenmi\u015ftir.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>2025 y\u0131l\u0131n\u0131n ilk g\u00fcnlerinde arac\u0131 kurumlar, strateji raporlar\u0131n\u0131 a\u00e7\u0131klamaya devam ediyor. 7 Ocak g\u00fcn\u00fc yay\u0131nlanan raporda T\u00fcrkiye \u015ei\u015fe ve Cam Fabrikalar\u0131 A.\u015e.\u00a0(SISE) hisseleri i\u00e7in hedef fiyat a\u00e7\u0131klamas\u0131nda bulunan bir kurum, 2025 y\u0131l\u0131 i\u00e7in temett\u00fc tahminini de a\u00e7\u0131klad\u0131. Hedef fiyat haberleri Raporda \u015fu ifadelere yer verildi; \u201c\u015eirkete y\u00f6nelik beklentilerimizde ve makro projeksiyonlarda yapt\u0131\u011f\u0131m\u0131z de\u011fi\u015fiklikler sonucu hedef [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":37837,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-37836","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\/37836","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=37836"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/37836\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/37837"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=37836"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=37836"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=37836"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}