{"id":40826,"date":"2025-03-14T10:48:21","date_gmt":"2025-03-14T10:48:21","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/03\/14\/enka-insaat-enkai-2024-4-ceyrek-bilanco-yorumu\/"},"modified":"2025-03-14T10:48:21","modified_gmt":"2025-03-14T10:48:21","slug":"enka-insaat-enkai-2024-4-ceyrek-bilanco-yorumu","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/03\/14\/enka-insaat-enkai-2024-4-ceyrek-bilanco-yorumu\/","title":{"rendered":"Enka \u0130n\u015faat (ENKAI) 2024 4. \u00e7eyrek bilan\u00e7o yorumu"},"content":{"rendered":"

Enka \u0130n\u015faat ve Sanayi A.\u015e.\u00a0(ENKAI) 2024 y\u0131l\u0131 4. \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

\"Enka<\/figure>\n

Enka \u0130n\u015faat ve Sanayi A.\u015e. hisse haberleri<\/h2>\n

Buna g\u00f6re Gedik Yat\u0131r\u0131m de\u011ferlendirmesi \u015fu \u015fekilde; \u201c\u015eirketin 2024 y\u0131l\u0131nda bir \u00f6nceki y\u0131la g\u00f6re net sat\u0131\u015flar\u0131 1,08 art\u0131\u015fla 100.541 milyon TL seviyesinde ger\u00e7ekle\u015fmi\u015ftir. 2024 y\u0131l\u0131nda bir \u00f6nceki y\u0131la g\u00f6re FAV\u00d6K\u2019\u00fc R,19 art\u0131\u015fla 22.922 milyon TRL seviyesinde ger\u00e7ekle\u015fmi\u015ftir. 2024 y\u0131l\u0131nda bir \u00f6nceki y\u0131la g\u00f6re FAV\u00d6K marj\u0131 316,35 baz puan art\u0131\u015fla “,80 olmu\u015ftur. 2024 y\u0131l\u0131nda bir \u00f6nceki y\u0131la g\u00f6re net kar\u0131 E,50 art\u0131\u015fla 24.691 milyon TRL seviyesinde ger\u00e7ekle\u015fmi\u015ftir. 2024 y\u0131l\u0131nda bir \u00f6nceki y\u0131la g\u00f6re net nakdi 2,41 d\u00fc\u015f\u00fc\u015fle 113.553 milyon TRL seviyesinde ger\u00e7ekle\u015fmi\u015ftir.<\/p>\n

Sonu\u00e7: <\/strong>Enerji segmentinde \u00f6nceki \u00e7eyrekte gelir yarat\u0131m\u0131 s\u00f6z konusu olsa da FAV\u00d6K negatifti, 4\u00c7\u2019de segment ,5 FAV\u00d6K marj\u0131 ile finansallara destek oldu. (Pandemi \u00f6ncesinde seviyelerindeydi). Gayrimenkul segmentinde k\u00e2rl\u0131l\u0131k taraf\u0131nda hafif bir a\u015fa\u011f\u0131 y\u00f6nl\u00fc normalle\u015fme g\u00f6r\u00fcyoruz (3\u00c7 ile benzer bir tablo). Ticaret segmentinde ise bu \u00e7eyrekte belirgin bir k\u00e2rl\u0131l\u0131k daralmas\u0131 ya\u015fand\u0131. \u0130n\u015faat segmenti d\u00fc\u015f\u00fck baz etkisiyle g\u00fc\u00e7l\u00fc bir 4\u00c7 ge\u00e7irdi; segment sonu\u00e7lar\u0131 ge\u00e7ti\u011fimiz \u00e7eyrekte de g\u00f6receli olarak g\u00fc\u00e7l\u00fcyd\u00fc. Operasyonlar\u0131 4\u00c7 i\u00e7in genel olarak hafif pozitif olarak yorumluyoruz.<\/p>\n

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

Finansal yat\u0131r\u0131mlar d\u00e2hil net nakit pozisyonu 2024 y\u0131lsonu itibar\u0131yla 114 milyar TL seviyesine y\u00fckseldi (2023: 86 milyar TL, 2022: 82 milyar TL, 2021: 68 milyar TL). Hat\u0131rlanaca\u011f\u0131 \u00fczere, \u015eirket May\u0131s 2024\u2019te hisse ba\u015f\u0131na 1,25 TL nakit temett\u00fc da\u011f\u0131tm\u0131\u015ft\u0131 (verim: %3,2). 2025 i\u00e7in hisse ba\u015f\u0131na 2,78 TL nakit temett\u00fc beklentimiz bulunuyor (%5,5 temett\u00fc verimi, son kapan\u0131\u015fa g\u00f6re). \u015eirket hisseleri; 2025 tahminlerimize g\u00f6re, 8,4x ve 13,8x seviyesinde FD\/FAV\u00d6K ve F\/K \u00e7arpanlar\u0131 ile i\u015flem g\u00f6rmektedir. A\u011fustos 2024 \u2013 Aral\u0131k 2024 d\u00f6neminde \u201cEndeks \u00dczeri Getiri\u201d \u00f6nerimizi korumu\u015f (bu s\u00fcre\u00e7te relatif getiri), Aral\u0131k 2024\u2019te ise \u201cEndekse Paralel Getiri\u201d \u015feklinde \u00f6nerimizi g\u00fcncellemi\u015ftik. (bu s\u00fcre\u00e7te %6 negatif ayr\u0131\u015fma). Mevcut durumda \u00f6nerimizi \u201cPiyasa Getirisi\u201d olarak koruyor olsak da, hisse fiyatlamas\u0131n\u0131n cazip seviyelere yakla\u015ft\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz.\u201d<\/p>\n

\"|<\/figure>\n

Gedik Yat\u0131r\u0131m yasal uyar\u0131s\u0131<\/h3>\n

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

Rota Borsa yasal uyar\u0131s\u0131<\/h3>\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.<\/p>\n

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

Enka \u0130n\u015faat 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","protected":false},"excerpt":{"rendered":"

Enka \u0130n\u015faat ve Sanayi A.\u015e.\u00a0(ENKAI) 2024 y\u0131l\u0131 4. \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; Enka \u0130n\u015faat ve Sanayi A.\u015e. hisse haberleri Buna g\u00f6re Gedik Yat\u0131r\u0131m de\u011ferlendirmesi \u015fu \u015fekilde; \u201c\u015eirketin 2024 y\u0131l\u0131nda bir \u00f6nceki y\u0131la g\u00f6re net sat\u0131\u015flar\u0131 1,08 […]<\/p>\n","protected":false},"author":1,"featured_media":40827,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-40826","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\/40826","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=40826"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/40826\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/40827"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=40826"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=40826"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=40826"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}