{"id":49358,"date":"2025-08-22T12:09:25","date_gmt":"2025-08-22T12:09:25","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/08\/22\/oyak-cimento-oyakc-2025-2-ceyrek-bilanco-yorumu\/"},"modified":"2025-08-22T12:09:25","modified_gmt":"2025-08-22T12:09:25","slug":"oyak-cimento-oyakc-2025-2-ceyrek-bilanco-yorumu","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/08\/22\/oyak-cimento-oyakc-2025-2-ceyrek-bilanco-yorumu\/","title":{"rendered":"OYAK \u00c7imento (OYAKC) 2025 2. \u00e7eyrek bilan\u00e7o yorumu"},"content":{"rendered":"<p>Oyak \u00c7imento Fabrikalar\u0131 A.\u015e.\u00a0(OYAKC) 2025 y\u0131l\u0131 2. \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\"><img decoding=\"async\" loading=\"lazy\" width=\"1280\" height=\"720\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2024\/12\/oyakc2.jpg\" alt=\"OYAK \u00c7imento (OYAKC) 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-257325\" 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\">Oyak \u00c7imento Fabrikalar\u0131 A.\u015e. hisse haberleri<\/h2>\n<p>Marba\u015f Menkul de\u011ferlendirmesi \u015fu \u015fekilde; \u201c<strong>Beklenen sonu\u00e7lar:<\/strong> OYAKC 2025 2. \u00e7eyrekte 12,39mlr TL has\u0131lat, 2,78 mlr TL FAV\u00d6K , 2,56 mlr TL net kar ile hem piyasa beklentisinin hem de beklentilerimizin \u00fczerinde sonu\u00e7lar a\u00e7\u0131klad\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz. Sat\u0131\u015f k\u0131r\u0131l\u0131m\u0131na bakt\u0131\u011f\u0131m\u0131z zaman 1Q25\u2019de oldu\u011fu gibi 2Q25\u2019de de haz\u0131r beton grubu pozitif ayr\u0131\u015f\u0131rken %8 daralma ile \u00e7imento grubundaki g\u00f6rece negatiflik devam etmektedir. Bunun sebebini ise deprem b\u00f6lgesi talebinin s\u00fcrmesine ra\u011fmen y\u00fcksek baz etkisinden kaynakl\u0131 oldu\u011funu g\u00f6rmekteyiz.<\/p>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"324\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2025\/08\/57F0295C-1655-47E0-8316-07FBA65C1B0A-1024x324.png\" alt=\"| Rota Borsa\" class=\"wp-image-347486\" title=\"| Rota Borsa\" \/><\/figure>\n<p><em>Sekt\u00f6re bakt\u0131\u011f\u0131m\u0131z zaman<\/em> 2025 May\u0131s ay\u0131 verilerine g\u00f6re \u00e7imento \u00fcretimi ge\u00e7ti\u011fimiz y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re %1.17 art\u0131\u015f ile g\u00f6rece yatay seyrederken sat\u0131\u015f verilerine bakt\u0131\u011f\u0131m\u0131zda ise 1Q25\u2019deki Marmara , Ege ve Karadeniz b\u00f6lgeleri(ortalama -13 d\u00fc\u015f\u00fc\u015f) hari\u00e7 di\u011fer t\u00fcm b\u00f6lgelerde art\u0131\u015f\u0131n oldu\u011fu senaryonun devam\u0131n\u0131 izlemekteyiz.<br \/><em>Karl\u0131l\u0131\u011fa bakt\u0131\u011f\u0131m\u0131z zaman<\/em> ge\u00e7ti\u011fimiz y\u0131l\u0131n y\u00fcksek baz etkisinden ve \u00e7eyrekksel anlamda faaliyet giderlerindeki art\u0131\u015ftan dolay\u0131 \u00e7eyreklik olarak marjlarda daralma s\u00fcrse de s\u00fcrd\u00fcr\u00fclebilir karl\u0131l\u0131\u011f\u0131n \u00f6nemini vurgulamak isteriz. \u015eirket 2Q25\u2019de 2.56mlr Net Kar a\u00e7\u0131klarken beklenti \u00fczerinde gelmesinin nedenleri aras\u0131nda yat\u0131r\u0131m portf\u00f6y\u00fcn\u00fcn pozitif etkisi, net parasal pozisyon kazan\u00e7\/kay\u0131p kaleminin negatif etkisinin g\u00f6rece s\u0131n\u0131rlanmas\u0131 ve ertelenmi\u015f vergi gelirlerinin etkisi olu\u015fturmu\u015ftur.<\/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=\"485\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2025\/08\/61888FBF-C1DB-4D7E-98F0-D7BC4FC6475E-1024x485.png\" alt=\"| Rota Borsa\" class=\"wp-image-347487\" title=\"| Rota Borsa\" \/><\/figure>\n<p><em>Bor\u00e7 yap\u0131s\u0131na bakt\u0131\u011f\u0131m\u0131zda<\/em> \u00e7eyreklik maj\u00f6r bir de\u011fi\u015fim olmamakla beraber \u015firket g\u00fc\u00e7l\u00fc finansal yap\u0131\u015f\u0131la net nakit pozisyonunu s\u00fcrd\u00fcrmektedir. Genel olarak bakt\u0131\u011f\u0131m\u0131zda beklentinin \u00fczerinde gelen sonu\u00e7lar\u0131 SINIRLI POZ\u0130T\u0130F de\u011ferlendirmekteyiz. Deprem b\u00f6lgesi talebi s\u00fcrse de baz etkisi kaynakl\u0131 sat\u0131\u015f ve marjlarda daralma g\u00f6rmekteyiz. Y\u0131l\u0131n ikinci yar\u0131s\u0131nda faiz indirim d\u00f6ng\u00fcs\u00fcyle beraber in\u015faat sekt\u00f6r\u00fcnde beklenen talep y\u00f6nl\u00fc canlanma, deprem b\u00f6lgesinin pozitif etkilerinin devam\u0131, kentsel d\u00f6n\u00fc\u015f\u00fcm hikayesi ve yeni projelerin s\u00fcrmesi sonucu pozitif teman\u0131n devam edece\u011fini beklemekteyiz. \u015eirketi be\u011fenmeye devam ediyoruz ancak Marmara ve Ege b\u00f6lgesi sat\u0131\u015flar\u0131ndaki s\u00fcrecin takibi, \u00fcr\u00fcn fiyatlamalar\u0131 gibi s\u00fcre\u00e7lerin izlenmesi i\u00e7in \u00f6nerimizi TUT olarak b\u0131rak\u0131yoruz.\u201d<\/p>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"354\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2025\/08\/3E466521-EDDF-4C8E-B478-4565B39C9782-1024x354.png\" alt=\"| Rota Borsa\" class=\"wp-image-347488\" title=\"| Rota Borsa\" \/><\/figure>\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-rota-borsa wp-block-embed-rota-borsa\">\n<div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"8M84oTGlVS\"><p><a href=\"https:\/\/rotaborsa.com\/astor-enerji-astor-hisseleri-icin-temettu-tahmini-aciklandi\/\">Astor Enerji (ASTOR) hisseleri i\u00e7in temett\u00fc tahmini a\u00e7\u0131kland\u0131<\/a><\/p><\/blockquote>\n<\/div>\n<\/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:#01b673\" 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><em><em><em><em><em><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><\/em><\/em><\/em><\/em><\/em><\/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>Oyak \u00c7imento Fabrikalar\u0131 A.\u015e.\u00a0(OYAKC) 2025 y\u0131l\u0131 2. \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; Oyak \u00c7imento Fabrikalar\u0131 A.\u015e. hisse haberleri Marba\u015f Menkul de\u011ferlendirmesi \u015fu \u015fekilde; \u201cBeklenen sonu\u00e7lar: OYAKC 2025 2. \u00e7eyrekte 12,39mlr TL has\u0131lat, 2,78 mlr TL FAV\u00d6K , 2,56 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49359,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-49358","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bilanco-haberleri"],"_links":{"self":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/49358","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=49358"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/49358\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/49359"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=49358"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=49358"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=49358"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}