{"id":37852,"date":"2025-01-07T10:31:31","date_gmt":"2025-01-07T10:31:31","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/01\/07\/cimsa-cimento-cimsa-hisseleri-icin-yeni-hedef-fiyat-ve-temettu-tahmini-aciklandi\/"},"modified":"2025-01-07T10:31:31","modified_gmt":"2025-01-07T10:31:31","slug":"cimsa-cimento-cimsa-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\/cimsa-cimento-cimsa-hisseleri-icin-yeni-hedef-fiyat-ve-temettu-tahmini-aciklandi\/","title":{"rendered":"\u00c7imsa \u00c7imento (CIMSA) hisseleri i\u00e7in yeni hedef fiyat ve temett\u00fc tahmini a\u00e7\u0131kland\u0131!"},"content":{"rendered":"

Borsada son d\u00f6nemlerin g\u00f6zde hisse senetlerinden biri olan \u00c7imsa \u00c7imento Sanayi ve Ticaret A.\u015e.\u00a0(CIMSA) i\u00e7in hedef fiyat a\u00e7\u0131klamalar\u0131 s\u00fcr\u00fcyor. 7 Ocak g\u00fcn\u00fc bir arac\u0131 kurum hisse senedi i\u00e7in hedef fiyat\u0131n\u0131 yukar\u0131 y\u00f6nl\u00fc revize etti ve temett\u00fc tahminini a\u00e7\u0131klad\u0131.<\/p>\n

\"\u00c7imsa<\/figure>\n

Hedef fiyat haberleri<\/h2>\n

Raporda \u015fu ifadeler kullan\u0131ld\u0131;<\/p>\n

\u201c\u00c7imsa, 2024 y\u0131l\u0131n\u0131n ilk dokuz ay\u0131nda da g\u00fc\u00e7l\u00fc kapasite kullan\u0131m\u0131n\u0131 s\u00fcrd\u00fcr\u00fcrken, ayn\u0131 d\u00f6nemde sat\u0131\u015f hacminde y\u0131ll\u0131k %3,2 oran\u0131nda art\u0131\u015f sa\u011flad\u0131. Devam eden y\u00fcksek kapasite kullan\u0131m oran\u0131 ve artan sat\u0131\u015f hacmine ra\u011fmen sat\u0131\u015f gelirlerinde daralma ya\u015fand\u0131. Sat\u0131\u015f gelirleri; 2024 y\u0131l\u0131n\u0131n ilk dokuz ay\u0131nda y\u0131ll\u0131k %7,7 oran\u0131nda d\u00fc\u015f\u00fc\u015fle 18,5mlr TL seviyesinde, 3\u00c724\u2019te de y\u0131ll\u0131k %6,3 oran\u0131nda d\u00fc\u015f\u00fc\u015fle 5,9mlr TL seviyesinde ger\u00e7ekle\u015fti. <\/p>\n

\n
<\/div>\n<\/div>\n

Sat\u0131\u015f hacmindeki art\u0131\u015f, proaktif maliyet y\u00f6netimi ve enerji maliyetlerindeki d\u00fc\u015f\u00fc\u015f\u00fcn de deste\u011fiyle marjlarda iyile\u015fme g\u00f6zlendi. \u015eirket 9A24\u2019te 3,9mlr TL tutar\u0131nda FAV\u00d6K elde etti (9A23: 3,4mlr TL). FAV\u00d6K marj\u0131 ise y\u0131ll\u0131k bazda 4,1 puan iyile\u015ferek !,1 olarak ger\u00e7ekle\u015fti (9A23: FAV\u00d6K Marj\u0131: ,0). \u00c7imsa, \u00e7evresel s\u00fcrd\u00fcr\u00fclebilirlik stratejisi kapsam\u0131nda 2021 y\u0131l\u0131nda seviyesinde bulunan alternatif yak\u0131t kullan\u0131m oran\u0131n\u0131 kademeli olarak artt\u0131rarak 2023 y\u0131l\u0131 itibariyle 0 seviyelerine kadar \u00e7\u0131karabilmi\u015ftir. 2025 y\u0131l\u0131n\u0131n ilk \u00e7eyre\u011finde devreye al\u0131nmas\u0131 planlanan Eski\u015fehir Fabrikas\u0131 g\u00fcne\u015f enerjisi santrali (GES) ve at\u0131k \u0131s\u0131ndan elektrik \u00fcretimi yat\u0131r\u0131m\u0131n\u0131n tamamen devreye girmesiyle birlikte Eski\u015fehir Fabrikas\u0131\u2019n\u0131n elektrik ihtiyac\u0131n\u0131n yakla\u015f\u0131k @\u2019\u0131n\u0131n kendi \u00fcretti\u011fi elektrikten kar\u015f\u0131lamas\u0131 beklenmektedir. <\/p>\n

Alternatif yak\u0131t kullan\u0131m\u0131 ve yenilenebilir enerji kaynaklar\u0131ndan \u00fcretilen elektrik enerjisinin kullan\u0131lmas\u0131
\u015firketin enerji verimlili\u011fi ve emisyon azalt\u0131m hedeflerinin bir par\u00e7as\u0131 olurken, karl\u0131l\u0131ktaki art\u0131\u015f\u0131 da desteklemi\u015f olaca\u011f\u0131n\u0131 bekliyoruz. \u00c7imsa, 2020 y\u0131l\u0131ndan itibaren \u00fcr\u00fcn \u00e7e\u015fitlendirmesi ve k\u00fcresel geni\u015fleme stratejisiyle \u00e7e\u015fitlendirilmi\u015f yap\u0131 malzemelerine odaklanarak geleneksel \u00e7imento \u015firketinden k\u00fcresel yap\u0131 malzemeleri \u015firketine d\u00f6n\u00fc\u015fmeye ba\u015flam\u0131\u015ft\u0131. Bu kapsamda \u015firket, karl\u0131 ve ihracata dayal\u0131 gelir sa\u011flayan beyaz \u00e7imentoda k\u00fcresel pazar pay\u0131n\u0131 %7,2\u2019ye y\u00fckselterek d\u00fcnyan\u0131n ikinci en b\u00fcy\u00fck beyaz \u00e7imento \u00fcreticisi konumuna gelmi\u015ftir. Di\u011fer taraftan, makroekonomik dalgalanmalara kar\u015f\u0131 istikrarl\u0131 ve yap\u0131 kimyasallar\u0131 pazar\u0131nda y\u00fcksek karl\u0131l\u0131\u011fa sahip katma de\u011ferli bir \u00fcr\u00fcn olan kalsiyum al\u00fcminat \u00e7imentoda (CAC) ise yat\u0131r\u0131mlar\u0131n devreye al\u0131nmas\u0131yla d\u00fcnyan\u0131n \u00fc\u00e7\u00fcnc\u00fc en b\u00fcy\u00fck \u00fcreticisi konumuna gelmi\u015ftir.<\/p>\n

Kalsiyum al\u00fcminat \u00e7imento kapasite art\u0131\u015f\u0131n\u0131n y\u00fcksek de\u011ferli \u00f6zel bir \u00fcr\u00fcn olmas\u0131 nedeniyle \u015firket karl\u0131l\u0131\u011f\u0131na \u00f6nemli bir katk\u0131s\u0131 olabilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. \u015eirketin s\u00fcrd\u00fcr\u00fclebilir yap\u0131 malzemeleri alan\u0131ndaki b\u00fcy\u00fcme stratejisi do\u011frultusunda Eyl\u00fcl 2024\u2019te Mannok Holdings DAC\u2019nin \u00e7o\u011funluk paylar\u0131 al\u0131narak, \u0130rlanda ve \u0130ngiltere pazar\u0131nda prekast, \u00e7at\u0131 kaplama, yal\u0131t\u0131m ve paketleme i\u015f kollar\u0131 eklendi.
B\u00f6ylelikle, faaliyet g\u00f6sterilen co\u011frafya ve sekt\u00f6rler \u00e7e\u015fitlendirilerek ` seviyesinde bulunan d\u00f6viz bazl\u0131 gelirlerin toplam has\u0131lat i\u00e7indeki pay\u0131 p seviyelerinin \u00fczerine \u00e7\u0131km\u0131\u015f oldu. \u00c7imsa\u2019n\u0131n bu stratejik geli\u015fme ve yat\u0131r\u0131mlar\u0131mlarla \u00f6n\u00fcm\u00fczdeki d\u00f6nemlerde operasyonel performans\u0131n\u0131 daha g\u00fc\u00e7l\u00fc bir pozisyona ta\u015f\u0131yaca\u011f\u0131n\u0131 tahmin ediyoruz. <\/p>\n

\u015eirketin 2025 y\u0131l\u0131nda da y\u00fcksek kapasite kullan\u0131m\u0131n\u0131 s\u00fcrd\u00fcrebilece\u011fini ve konut kredilerindeki d\u00fc\u015f\u00fc\u015fle birlikte in\u015faat sekt\u00f6r\u00fcndeki toparlanma beklentimize paralel g\u00fc\u00e7l\u00fc i\u00e7 talepten pay alabilece\u011fini ve sat\u0131\u015f hacmini art\u0131rabilece\u011fini \u00f6ng\u00f6r\u00fcyoruz. Proaktif maliyet y\u00f6netimi, alternatif yak\u0131t kullan\u0131m\u0131 ve yeni devreye al\u0131nan enerji \u00fcretim yat\u0131r\u0131mlar\u0131n\u0131n marjlar\u0131 geni\u015fletebilece\u011fini ve \u015firketin operasyonel verimlili\u011fini art\u0131raca\u011f\u0131n\u0131 tahmin ediyoruz. 2024 y\u0131l\u0131nda \u00e7o\u011funluk paylar\u0131 sat\u0131n al\u0131nan Mannok Holdings DAC\u2019nin 2025 y\u0131l\u0131nda tam konsolide olmas\u0131yla \u00f6zellikle d\u00f6viz bazl\u0131 gelirlerde g\u00f6zle g\u00f6r\u00fcl\u00fcr bir art\u0131\u015f sa\u011flayaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyoruz. \u015eirket paylar\u0131 son bir y\u0131lda i,8 oran\u0131nda getiri sa\u011flam\u0131\u015ft\u0131r. Relatif olarak bakt\u0131\u011f\u0131m\u0131zda ise; son bir y\u0131lda BIST 100 endeksine g\u00f6re $,9 oran\u0131nda daha y\u00fcksek performans g\u00f6stermi\u015ftir\u201d<\/p>\n

CIMSA hedef fiyat 2025<\/h2>\n

\u0130\u015fte arac\u0131 kurumlar\u0131n \u00c7imsa i\u00e7in belirledi\u011fi hedef fiyat ve tavsiyesi;<\/p>\n

\"\u00c7imsa<\/figure>\n

\u015eeker Yat\u0131r\u0131m<\/h3>\n

\u015eeker Yat\u0131r\u0131m, CIMSA-\u00c7imsa i\u00e7in hedef fiyat\u0131n\u0131 41,94 TL\u2019den 67,2 TL\u2019ye y\u00fckselterek, tavsiyesini \u201cal\u201d olarak s\u00fcrd\u00fcrd\u00fc. <\/p>\n

\n\n\n\n\n\n\n\n\n
Arac\u0131 Kurum<\/strong><\/td>\n\u015eeker Yat\u0131r\u0131m<\/td>\n<\/tr>\n
Hedef fiyat<\/strong><\/td>\n67,20 TL<\/td>\n<\/tr>\n
Son fiyat (\u0130st: CIMSA)<\/strong><\/td>\n45,06 TL<\/td>\n<\/tr>\n
Tavsiye<\/strong><\/td>\nAl<\/td>\n<\/tr>\n
Prim potansiyeli<\/strong><\/td>\nI,13<\/td>\n<\/tr>\n
A\u00e7\u0131klanma Tarihi<\/strong><\/td>\n7 Ocak 2025<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n

\u00c7imsa temett\u00fc 2025 tahmini<\/h2>\n

Kurum \u00c7imsa\u2019n\u0131n 2024 y\u0131l\u0131nda toplam 4.030.000.000 TL net kar elde edece\u011fini ve da\u011f\u0131tma oran\u0131 ile toplam 818.000.000 TL temett\u00fc da\u011f\u0131taca\u011f\u0131n\u0131 tahmin etti. Kurumun temett\u00fc verimi beklentisi ise %1,80 oldu.<\/p>\n

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

\u00c7imsa 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><\/mark><\/strong><\/em><\/mark><\/p>\n

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

***Hedef fiyatlar Foreks Haber taraf\u0131ndan derlenmi\u015ftir.<\/p>\n","protected":false},"excerpt":{"rendered":"

Borsada son d\u00f6nemlerin g\u00f6zde hisse senetlerinden biri olan \u00c7imsa \u00c7imento Sanayi ve Ticaret A.\u015e.\u00a0(CIMSA) i\u00e7in hedef fiyat a\u00e7\u0131klamalar\u0131 s\u00fcr\u00fcyor. 7 Ocak g\u00fcn\u00fc bir arac\u0131 kurum hisse senedi i\u00e7in hedef fiyat\u0131n\u0131 yukar\u0131 y\u00f6nl\u00fc revize etti ve temett\u00fc tahminini a\u00e7\u0131klad\u0131. Hedef fiyat haberleri Raporda \u015fu ifadeler kullan\u0131ld\u0131; \u201c\u00c7imsa, 2024 y\u0131l\u0131n\u0131n ilk dokuz ay\u0131nda da g\u00fc\u00e7l\u00fc kapasite kullan\u0131m\u0131n\u0131 […]<\/p>\n","protected":false},"author":1,"featured_media":37853,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-37852","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\/37852","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=37852"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/37852\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/37853"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=37852"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=37852"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=37852"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}