{"id":49504,"date":"2025-09-07T14:11:28","date_gmt":"2025-09-07T14:11:28","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/09\/07\/kocaer-celik-kcaer-2025-2-ceyrek-bilanco-yorumu\/"},"modified":"2025-09-07T14:11:28","modified_gmt":"2025-09-07T14:11:28","slug":"kocaer-celik-kcaer-2025-2-ceyrek-bilanco-yorumu","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/09\/07\/kocaer-celik-kcaer-2025-2-ceyrek-bilanco-yorumu\/","title":{"rendered":"Kocaer \u00c7elik (KCAER)\u00a02025 2. \u00e7eyrek bilan\u00e7o yorumu"},"content":{"rendered":"

Kocaer \u00c7elik Sanayi ve Ticaret A.\u015e. (KCAER)<\/span><\/span><\/span>\u00a0<\/span><\/span>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

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Kocaer \u00c7elik Sanayi ve Ticaret A.\u015e.<\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/span> hisse haberleri<\/h2>\n

Marba\u015f Menkul de\u011ferlendirmesi \u015fu \u015fekilde; \u201cG\u00fc\u00e7l\u00fc \u00fcretim, g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme:<\/strong> KCAER 2025 2.\u00e7eyrekte 5.72 mlr TL has\u0131lat, 806.9 m TL FAV\u00d6K, 100.3 m TL Net Kar ile beklentilere paralel sonu\u00e7lar a\u00e7\u0131klad\u0131\u011f\u0131n\u0131 g\u00f6rmekteyiz.<\/p>\n

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Sat\u0131\u015f k\u0131r\u0131l\u0131m\u0131na bakt\u0131\u011f\u0131m\u0131z zaman<\/em> 2Q25\u2019de toplam sat\u0131\u015flar .8 artm\u0131\u015ft\u0131r. Y.i\u00e7i sat\u0131\u015flar daralma g\u00f6sterirken \u015firketin toplam sat\u0131\u015flar\u0131n\u0131n u olu\u015fturan y.d\u0131\u015f\u0131 sat\u0131\u015flar\u0131n #.3 art\u0131\u015f g\u00f6stermesini pozitif de\u011ferlendirmekteyiz. 2Q25 itibariyle ihracat pay\u0131 x.8 olarak ger\u00e7ekle\u015firken 1Q25\u2019e g\u00f6re 2.3pt\u2018lik art\u0131\u015f\u0131 pozitif de\u011ferlendirmekteyiz.
\u00dcr\u00fcn grubuna bakt\u0131\u011f\u0131m\u0131z zaman<\/em> y\u0131l\u0131n ilk yar\u0131s\u0131nda toplam sat\u0131\u015f hacmi .7 art\u0131\u015f g\u00f6sterirken katma de\u011ferli profillerde hacimsel art\u0131\u015f I.1 olarak ger\u00e7ekle\u015fmesi ve toplam pay\u0131n\u0131n F.9\u2019lara \u00e7\u0131kmas\u0131n\u0131 pozitif de\u011ferlendirmekteyiz. 2Q25 \u00f6zelinde sat\u0131\u015f hacmine bakt\u0131\u011f\u0131mza ise ge\u00e7ti\u011fimiz y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re .1 art\u0131\u015f meydana gelirken katma de\u011ferli profillerdeki art\u0131\u015f 6.5 olarak ger\u00e7ekle\u015fmi\u015ftir. \u00d6zetle artan hacimler , katma de\u011ferli profillerin pay\u0131n\u0131n artmas\u0131 ve g\u00fc\u00e7l\u00fc b\u00fcy\u00fcmesi, di\u011fer \u00fcr\u00fcn gruplar\u0131n\u0131ndaki daralman\u0131n katma de\u011ferli profillerdeki art\u0131\u015f ile n\u00f6trlenmesini g\u00fc\u00e7l\u00fc pozitif yorumlamaktay\u0131z. Sekt\u00f6re bakt\u0131\u011f\u0131m\u0131zda KCAER\u2019in operasyonlar\u0131n\u0131n ni\u015f olmas\u0131ndan kaynakl\u0131 hem k\u00fcresel hem de i\u00e7 Pazar \u00e7elik \u00fcretim sat\u0131\u015f ortalamalar\u0131n\u0131n \u00fczerinde b\u00fcy\u00fcme g\u00f6stermesini defansif \u00f6zellik olarak nitelendirmekteyiz.
Karl\u0131l\u0131\u011fa bakt\u0131\u011f\u0131m\u0131zda<\/em> \u00e7eyreksel hafif geri \u00e7ekilme g\u00f6rsek de kar marj\u0131 y\u00fcksek katma de\u011ferli profillerin pay\u0131n\u0131n artmaya devam etmesiyle birlikte ge\u00e7ti\u011fimiz y\u0131l\u0131n \u00fczerinde karl\u0131l\u0131\u011f\u0131n devam\u0131n\u0131 g\u00f6rmekteyiz. \u00c7in etkili zay\u0131f \u00fcr\u00fcn fiyatlar\u0131n\u0131n oldu\u011fu ko\u015fulda \u015firket .1 FAVOK marj\u0131yla (d\u00fczeltilmi\u015f favok marj\u0131: .3) 806.9m TL FAVOK elde etmi\u015ftir.<\/p>\n

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Bor\u00e7 yap\u0131s\u0131na bakt\u0131\u011f\u0131m\u0131zda<\/em> d\u00f6nemsel yat\u0131r\u0131m ihtiyac\u0131n\u0131n azalmas\u0131yla birlikte \u00e7eyreksel anlamda maj\u00f6r bir de\u011fi\u015fim bulunmazken ge\u00e7ti\u011fimiz y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re \u00f6nemli \u00f6l\u00e7\u00fcde azalmay\u0131 pozitif de\u011ferlendirmekteyiz. \u015eirket 1.13x NetBor\u00e7\/FAVOK \u00e7arpanlar\u0131yla i\u015flem g\u00f6rmektedir.
Genel olarak bakt\u0131\u011f\u0131m\u0131zda<\/em> g\u00fc\u00e7l\u00fc sonu\u00e7lar\u0131n devam\u0131n\u0131 OLUMLU de\u011ferlendirmekteyiz. \u00d6n\u00fcm\u00fczdeki d\u00f6nemde ihracat\u0131n pay\u0131n\u0131n artarak devam etmesi ve kar marj\u0131 y\u00fcksek katma de\u011ferli \u00fcr\u00fcnlerin pay\u0131n\u0131n art\u0131\u015f e\u011filiminin devam\u0131n\u0131 k\u00f6t\u00fc giden sekt\u00f6r ko\u015fullar\u0131na ra\u011fmen hacimsel b\u00fcy\u00fcme ve g\u00fc\u00e7l\u00fc duru\u015fu sayesinde ayr\u0131\u015ft\u0131\u011f\u0131n\u0131 bir kez daha yinelemekteyiz. Faiz indirim d\u00f6ng\u00fcs\u00fcn\u00fcn etkisi ve y\u0131l\u0131n ikinci yar\u0131s\u0131 \u00fcr\u00fcn fiyatlar\u0131nda temkinli iyimser beklentimiz sayesinde marjlarda art\u0131\u015f\u0131n s\u00fcrmesini beklemekteyiz.\u201d<\/p>\n

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Bedelsiz sermaye art\u0131r\u0131m\u0131 yapacak 38 \u015firket<\/a><\/p><\/blockquote>\n<\/div>\n<\/figure>\n

Bizi WhatsApp Kanal\u0131m\u0131z \u00fczerinden de takip edebilirsiniz. WhatsApp kanal\u0131 linki:\u00a0https:\/\/whatsapp.com\/channel\/0029Vb6J7JQ6GcG8uLrIR81x<\/mark><\/mark><\/a><\/p>\n

Bizi Telegram \u00dczerinden de takip edebilirsiniz. Telegram kanal\u0131 linki:\u00a0https:\/\/t.me\/rotaborsa_halkaarz<\/mark><\/mark><\/a><\/p>\n

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><\/p>\n

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":"

Kocaer \u00c7elik Sanayi ve Ticaret A.\u015e. (KCAER)\u00a02025 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; Kocaer \u00c7elik Sanayi ve Ticaret A.\u015e. hisse haberleri Marba\u015f Menkul de\u011ferlendirmesi \u015fu \u015fekilde; \u201cG\u00fc\u00e7l\u00fc \u00fcretim, g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme: KCAER 2025 2.\u00e7eyrekte 5.72 mlr TL has\u0131lat, […]<\/p>\n","protected":false},"author":1,"featured_media":49505,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-49504","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\/49504","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=49504"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/49504\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/49505"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=49504"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=49504"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=49504"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}