{"id":44920,"date":"2025-06-26T10:58:39","date_gmt":"2025-06-26T10:58:39","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/06\/26\/kocaer-celik-kcaer-2025-1-ceyrek-bilanco-yorumu\/"},"modified":"2025-06-26T10:58:39","modified_gmt":"2025-06-26T10:58:39","slug":"kocaer-celik-kcaer-2025-1-ceyrek-bilanco-yorumu","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/06\/26\/kocaer-celik-kcaer-2025-1-ceyrek-bilanco-yorumu\/","title":{"rendered":"Kocaer \u00c7elik (KCAER) 2025 1. \u00e7eyrek bilan\u00e7o yorumu"},"content":{"rendered":"<p>Kocaer \u00c7elik Sanayi ve Ticaret A.\u015e.\u00a0(KCAER) 2025 y\u0131l\u0131 1. \u00e7eyrek finansal sonu\u00e7lar\u0131 kamuya a\u00e7\u0131kland\u0131. Bilan\u00e7o sonras\u0131 \u015eirketin finansal tablolar\u0131 i\u00e7in de\u011ferlendirme, Marba\u015f Menkul De\u011ferler A.\u015e.\u2019den geldi. Kurum de\u011ferlendirmesinde \u015fu ifadeleri kulland\u0131;<\/p>\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"1280\" height=\"720\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2024\/09\/kcaer.jpg\" alt=\"| Rota Borsa\" class=\"wp-image-211436\" 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\">Kocaer \u00c7elik Sanayi ve Ticaret A.\u015e. hisse haberleri<\/h2>\n<p>Buna g\u00f6re Marba\u015f Menkul de\u011ferlendirmesi \u015fu \u015fekilde; \u201cSat\u0131\u015flara \u00e7eyreklik olarak bakt\u0131\u011f\u0131m\u0131zda ge\u00e7ti\u011fimiz y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re \u2019lik daralmayla 4.52 mlr TL olarak ger\u00e7ekle\u015fti\u011fini g\u00f6rmekteyiz. \u0130\u00e7 Pazar sat\u0131\u015flar # daral\u0131rken ihracat taraf\u0131nda  ile g\u00f6rece s\u0131n\u0131rl\u0131 darald\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz. \u015eirketin ihracat pay\u0131n\u0131n artmaya devam etmesini ve ge\u00e7ti\u011fimiz \u00e7eyre\u011fe g\u00f6re 1pt art\u0131\u015f ile v.5 seviyesine gelmesini pozitif bulmaktay\u0131z. \u00dcr\u00fcnlerde tonaj bazl\u0131 sat\u0131\u015f rakamlar\u0131nda ise kar marj\u0131 y\u00fcksek olan katma de\u011ferli profillerin d.5 g\u00fc\u00e7l\u00fc b\u00fcy\u00fcmeyle 1Q25 d\u00f6neminde 73.557 ton ve toplam sat\u0131\u015flar i\u00e7erisindeki pay\u0131n\u0131n b\u00fcy\u00fcyerek devam etmesi ve ge\u00e7ti\u011fimiz \u00e7eyre\u011fe g\u00f6re 7.3pt art\u0131\u015f g\u00f6sterip I seviyesine gelmesini \u00f6n\u00fcm\u00fczdeki d\u00f6nemlerde s\u00fcrd\u00fcr\u00fclebilir karl\u0131l\u0131k a\u00e7\u0131s\u0131ndan pozitif bulmaktay\u0131z. Yap\u0131sal \u00e7elik profillerinde W.8 daralma ger\u00e7ekle\u015firken bunun kar\u015f\u0131l\u0131\u011f\u0131 olarak I ve H \u015fekilli profillerde 2 g\u00fc\u00e7l\u00fc art\u0131\u015f sayesinde toplam tonaj bazl\u0131 sat\u0131\u015flarda !\u2019lik b\u00fcy\u00fcme meydana gelmi\u015ftir. Demir-\u00e7elik sekt\u00f6r\u00fcn\u00fcn k\u00f6t\u00fc gitti\u011fi ortamda ni\u015f \u00fcr\u00fcnler \u00fcretip satan ve u \u00fczeri ihracat \u00e7al\u0131\u015fan KCAER hem bu d\u00f6nemde hem de \u00f6n\u00fcm\u00fczdeki d\u00f6nemde defansif kalmaya devam edece\u011fini d\u00fc\u015f\u00fcnmekteyiz.<\/p>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"969\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2025\/05\/E5FD5636-8D7B-4827-B0AC-D57445C28A6B-1024x969.png\" alt=\"| Rota Borsa\" class=\"wp-image-316380\" title=\"| Rota Borsa\" \/><\/figure>\n<p>Enerji yat\u0131r\u0131mlar\u0131nda \u015firketin mevcut kapasitesi 9.2MW GES portf\u00f6y\u00fcnden olu\u015fmaktad\u0131r. Bu kapasiteyle beraber \u015firket toplam enerji maliyetinin 3\u2019\u00fcn\u00fc kendi kaynaklar\u0131ndan kar\u015f\u0131lamaktad\u0131r bunun sonucu da karl\u0131l\u0131k taraf\u0131nda pozitif etkiler g\u00f6rmekteyiz. 2026 y\u0131l\u0131nda JES yat\u0131r\u0131mlar\u0131n\u0131n 1.faz\u0131n\u0131 bitirmeyi planlayan \u015firket  24MW kapasiteye daha sahip olacakt\u0131r. Bu plan do\u011frultusunda enerji ihtiyac\u0131n\u0131n 0\u2019\u00fcn\u00fc yenilenebilir enerjiden kar\u015f\u0131lamas\u0131 \u015firket i\u00e7in \u00f6nemli bir kataliz\u00f6r olmas\u0131n\u0131 d\u00fc\u015f\u00fcnmekteyiz. K\u00fcresel ham \u00e7elik \u00fcretimine bakt\u0131\u011f\u0131m\u0131zda 1Q25\u2019de %0.4 , T\u00fcrkiye\u2019de daralma %3.4 ger\u00e7ekle\u015firken KCAER\u2019in sat\u0131\u015f hacminde  .5 art\u0131\u015f g\u00f6stermesi k\u00f6t\u00fc giden sekt\u00f6rde \u015firketin ayr\u0131\u015farak devam etmesi y\u00f6n\u00fcnde \u00f6nemli bir fakt\u00f6rd\u00fcr. Karl\u0131l\u0131\u011fa bakt\u0131\u011f\u0131m\u0131zda \u00e7eyreklik g\u00fc\u00e7l\u00fc toparlanmayla beraber 1Q24\u2019\u00fcn \u00fczerinde kar marjlar\u0131 g\u00f6rmekteyiz. \u015eirket 1Q25 d\u00f6neminde 653m TL FAVOK , 272.2m TL Net Kar elde etmi\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<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"567\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2025\/05\/041C4CC7-A791-450F-A9E1-2006E152616E-1024x567.png\" alt=\"| Rota Borsa\" class=\"wp-image-316381\" title=\"| Rota Borsa\" \/><\/figure>\n<p>Son \u00e7eyrek bilan\u00e7osunu pozitif de\u011ferlendiriyoruz. \u00d6n\u00fcm\u00fczdeki d\u00f6nemde ihracat pay\u0131n\u0131n artmas\u0131 ve katma de\u011ferli \u00fcr\u00fcnlerinin pay\u0131n\u0131n artmas\u0131 sayesinde k\u00f6t\u00fc giden sekt\u00f6r ko\u015fullar\u0131na ra\u011fmen hacimsel b\u00fcy\u00fcme g\u00fc\u00e7l\u00fc duru\u015fu sayesinde ayr\u0131\u015ft\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnmekteyiz. \u015eirket 1.04x NetBor\u00e7\/FAVOK ve 12.3x FD\/FAVOK \u00e7arpanlar\u0131yla i\u015flem g\u00f6rmektedir.<\/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\/2025\/05\/BFC71F3D-EEFC-4F5C-8190-A34545A6072F-1024x576.png\" alt=\"| Rota Borsa\" class=\"wp-image-316382\" title=\"| Rota Borsa\" \/><\/figure>\n<p>Bizi WhatsApp Kanal\u0131m\u0131z \u00fczerinden de takip edebilirsiniz. WhatsApp kanal\u0131 linki:\u00a0<a href=\"https:\/\/whatsapp.com\/channel\/0029Vb6J7JQ6GcG8uLrIR81x\" target=\"_blank\" rel=\"noreferrer noopener\"><mark><mark style=\"background-color:#ffffff;color:#0d8a5c\" class=\"has-inline-color\">https:\/\/whatsapp.com\/channel\/0029Vb6J7JQ6GcG8uLrIR81x<\/mark><\/mark><\/a><\/p>\n<p>Bizi Telegram \u00dczerinden de takip edebilirsiniz. Telegram kanal\u0131 linki:\u00a0<a href=\"https:\/\/t.me\/rotaborsa_halkaarz\" target=\"_blank\" rel=\"noreferrer noopener\"><mark><mark style=\"background-color:#ffffff\" class=\"has-inline-color has-vivid-red-color\">https:\/\/t.me\/rotaborsa_halkaarz<\/mark><\/mark><\/a><\/p>\n<p><em><strong>Marba\u015f Menkul yasal uyar\u0131s\u0131:<\/strong> Burada yer alan bilgiler Marba\u015f Menkul De\u011ferler taraf\u0131ndan bilgilendirme amac\u0131yla haz\u0131rlanm\u0131\u015ft\u0131r. Yat\u0131r\u0131m sinyal,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 sinyal, yorum ve tavsiyeler, 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 ve sadece burada yer alan bilgilere ve sinyallere dayanarak yat\u0131r\u0131m karar\u0131 verilmesi beklentilerinize uygun sonu\u00e7lar do\u011furmayabilir. Burada yer alan sinyaller, fiyatlar, veriler ve bilgilerin tam ve do\u011fru oldu\u011fu garanti edilemez; i\u00e7erik, haber verilmeksizin de\u011fi\u015ftirilebilir. T\u00fcm sinyal ve veriler, Marba\u015f Menkul De\u011ferler taraf\u0131ndan g\u00fcvenilir oldu\u011funa inan\u0131lan kaynaklardan al\u0131nm\u0131\u015ft\u0131r. Bu sinyal ve kaynaklar\u0131n kullan\u0131lmas\u0131 nedeni ile ortaya \u00e7\u0131kabilecek hatalardan ve zararlardan Marba\u015f Menkul De\u011ferler sorumlu de\u011fildir.<\/em><\/p>\n<p><em><strong>Rota Borsa yasal uyar\u0131s\u0131:<\/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.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Kocaer \u00c7elik Sanayi ve Ticaret A.\u015e.\u00a0(KCAER) 2025 y\u0131l\u0131 1. \u00e7eyrek finansal sonu\u00e7lar\u0131 kamuya a\u00e7\u0131kland\u0131. Bilan\u00e7o sonras\u0131 \u015eirketin finansal tablolar\u0131 i\u00e7in de\u011ferlendirme, Marba\u015f Menkul De\u011ferler A.\u015e.\u2019den geldi. Kurum de\u011ferlendirmesinde \u015fu ifadeleri kulland\u0131; Kocaer \u00c7elik Sanayi ve Ticaret A.\u015e. hisse haberleri Buna g\u00f6re Marba\u015f Menkul de\u011ferlendirmesi \u015fu \u015fekilde; \u201cSat\u0131\u015flara \u00e7eyreklik olarak bakt\u0131\u011f\u0131m\u0131zda ge\u00e7ti\u011fimiz y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":44921,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-44920","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\/44920","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=44920"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/44920\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/44921"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=44920"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=44920"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=44920"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}