{"id":54038,"date":"2026-01-20T14:05:11","date_gmt":"2026-01-20T14:05:11","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2026\/01\/20\/oyak-cimento-oyakc-bilanco-degerlendirmesi\/"},"modified":"2026-01-20T14:05:11","modified_gmt":"2026-01-20T14:05:11","slug":"oyak-cimento-oyakc-bilanco-degerlendirmesi","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2026\/01\/20\/oyak-cimento-oyakc-bilanco-degerlendirmesi\/","title":{"rendered":"OYAK \u00c7imento (OYAKC) bilan\u00e7o de\u011ferlendirmesi"},"content":{"rendered":"

Oyak \u00c7imento Fabrikalar\u0131 A.\u015e. (OYAKC) 2025 y\u0131l\u0131 3. \u00e7eyrek finansal sonu\u00e7lar\u0131 kamuya a\u00e7\u0131kland\u0131. Bilan\u00e7o<\/a> sonras\u0131 \u015eirketin finansal tablolar\u0131 i\u00e7in de\u011ferlendirme, GCM Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e.\u2019den geldi. Kurum de\u011ferlendirmesinde \u015fu ifadeleri kulland\u0131;<\/p>\n

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Oyak \u00c7imento Fabrikalar\u0131 A.\u015e. hisse haberleri \u2013 OYAKC hisse yorumu<\/h2>\n

GCM Yat\u0131r\u0131m de\u011ferlendirmesi \u015fu \u015fekilde; \u201cOYAK \u00c7imento D\u00f6nemsel Bazda B\u00fcy\u00fcmeye Devam Ediyor<\/strong>\u2026 OYAK \u00c7imento\u2019nun tesislerinin konumu ve meydana gelebilecek jeopolitik geli\u015fmelerin \u0131\u015f\u0131\u011f\u0131nda sat\u0131\u015flar\u0131nda ve karl\u0131l\u0131\u011f\u0131nda meydana gelebilecek de\u011fi\u015fmelerinin fiyata yans\u0131yaca\u011f\u0131 d\u00fc\u015f\u00fcncesiyle model portf\u00f6y\u00fcm\u00fczde tutmaya devam ediyoruz.
OYAKC i\u00e7in cari d\u00f6nem g\u00f6receli de\u011ferleme g\u00f6stergeleri incelendi\u011finde F\/K s\u0131n\u0131n sekt\u00f6re g\u00f6re (24,07) a\u015fa\u011f\u0131da 14,22\u2019lerde olu\u015fmas\u0131 dikkat \u00e7ekmektedir. Ayr\u0131ca firman\u0131n cari d\u00f6nemde PD\/DD\u2019nin 1,77 olmas\u0131 ve sekt\u00f6r ortalamas\u0131n\u0131n ise 1,53\u2019lerde olmas\u0131 F\/K\u2019ya g\u00f6re ucuz iken PD\/DD\u2019ine g\u00f6re pahal\u0131 oldu\u011funu g\u00f6stermektedir. Aswath Damodaran\u2019\u0131n Avrupa b\u00f6lgesinde 88 firma ortalamalar\u0131n\u0131n F\/K i\u00e7in 28,58 beklenen F\/K i\u00e7in 17,43 ve PD\/DD i\u00e7inde 3,28 oldu\u011fu hesap edildi\u011finde OYAKC F\/K\u2019ya ve PD\/DD\u2019ine g\u00f6re ucuz kalmaktad\u0131r. OYAKC i\u00e7in yapt\u0131\u011f\u0131m\u0131z\u00a0 \u0130ndirgenmi\u015f Nakit Ak\u0131m analizine g\u00f6re de\u011ferlemede ise yakla\u015f\u0131k f getiri potansiyeli ile 36,16 TL\u2019lik hedef fiyat\u0131m\u0131z\u0131 koruyoruz.<\/p>\n

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OYAKC\u2019nun son gelen mali tablolar\u0131 incelendi\u011finde bilan\u00e7oda d\u00f6nen varl\u0131klar son d\u00f6nemlerde aktifin yakla\u015f\u0131k D\u2019\u00fcn\u00fc olu\u015ftururken duran varl\u0131klar\u0131n ise V\u2019s\u0131n\u0131 olu\u015fturdu\u011fu g\u00f6r\u00fcnmektedir. Firman\u0131n likidite oranlar\u0131n son alt\u0131 d\u00f6nemdir sekt\u00f6r ortalamas\u0131n\u0131n \u00fcst\u00fcnde olu\u015ftu\u011fu g\u00f6zlenmeye devam ederken cari oran\u0131n ortalamada 2\u2019ler seviyesinde devam etti\u011fi g\u00f6r\u00fclmektedir. Bilan\u00e7onun pasif taraf\u0131nda ise k\u0131sa vadeli yabanc\u0131 kaynaklar\u0131n toplam kaynaklar\u0131n #\u2019\u00fcn\u00fc uzun vadeli bor\u00e7lar\u0131n ise %4\u2019\u00fcn\u00fc ve \u00f6zkaynaklar\u0131n ise t\u2019\u00fcn\u00fc olu\u015fturdu\u011fu g\u00f6r\u00fclmektedir. Ayr\u0131ca mali bor\u00e7lar\u0131n k\u0131sa vadeli bor\u00e7larda %3\u2019l\u00fck bir pay\u0131n\u0131n olmas\u0131 g\u00fc\u00e7l\u00fc finansal yap\u0131n\u0131n i\u015fareti olarak g\u00f6r\u00fclebilir. Y\u0131ll\u0131k bazda aktif karl\u0131l\u0131\u011f\u0131n\u0131n (ROA) incelenen d\u00f6nemler itibariyle sekt\u00f6r\u00fcn \u00fczerinde olup son d\u00f6nem itibariyle d\u00f6nemlik ,07 iken y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f ise yakla\u015f\u0131k ,16\u2019da olu\u015fmu\u015ftur. OYAKC\u2019nun \u00f6zkaynak karl\u0131l\u0131\u011f\u0131 (ROE) inceledi\u011finde ilgili d\u00f6nemlerde sekt\u00f6r\u00fcn \u00fczerinde bir karl\u0131l\u0131k yakalarken son d\u00f6nemde ,5\u2019lik bir \u00f6zkaynak karl\u0131l\u0131\u011f\u0131 olu\u015furken y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015fta \u2019lik bir kar sa\u011flanm\u0131\u015ft\u0131r. Ayr\u0131ca firman\u0131n sat\u0131\u015flar\u0131n\u0131 y\u0131ll\u0131k bazda (bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re) korudu\u011fu g\u00f6zlemlenirken d\u00f6nemlik bazda 0\u2019luk bir art\u0131\u015f sa\u011flanm\u0131\u015ft\u0131r. 2009\u2019un ilk \u00e7eyre\u011finden itibaren \u00e7eyrek d\u00f6nem b\u00fcy\u00fcmelerinin ortalamas\u0131 ise yakla\u015f\u0131k H\u2019dir. OYAKC\u2019nun br\u00fct kar marj\u0131n\u0131n son \u00e7eyrekte yakla\u015f\u0131k ) oldu\u011fu g\u00f6zlenirken y\u0131ll\u0131k bazda 0,5 puan azald\u0131\u011f\u0131 ve d\u00f6nemlik bazda ise 6 puan artt\u0131\u011f\u0131 g\u00f6r\u00fclmektedir. Net Kar Marj\u0131n\u0131n ise y\u0131ll\u0131k bazda 3 puan artt\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcrken d\u00f6nemlik bazda 1 puan artt\u0131\u011f\u0131 g\u00f6r\u00fclmektedir.\u201d<\/p>\n

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Kaynak: <\/strong>GCM Yat\u0131r\u0131m Ara\u015ft\u0131rma (https:\/\/www.gcmyatirim.com.tr\/arastirma-analiz\/ozel-raporlar\/2025-11-04-oyak-cimento-oyakc-2025-3-ceyrek-bilanco-analizi<\/a>)<\/em><\/p>\n

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Sasa Polyester (SASA) fiili dola\u015f\u0131m oran\u0131 de\u011fi\u015fiyor<\/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

GCM Yat\u0131r\u0131m Yasal Uyar\u0131s\u0131<\/strong>: Yasalar\u0131n izin verdi\u011fi azami \u00f6l\u00e7\u00fcde, GCM, kendisinden kaynaklanacak, \u00f6zel, do\u011frudan veya dolayl\u0131 zararlardan dolay\u0131 sorumlu tutulamayacakt\u0131r. Bu durum, GCM\u2019nin bu gibi zarar veya kay\u0131plar konusunda uyar\u0131lm\u0131\u015f olmas\u0131 durumunda da ge\u00e7erlidir. GCM, ilgili mevzuatta aksi \u00f6ng\u00f6r\u00fclmedi\u011fi takdirde, kendisinin do\u011frudan sebebiyet vermedi\u011fi hallerden dolay\u0131 u\u011fran\u0131lacak zararlardan size veya bir \u00fc\u00e7\u00fcnc\u00fc ki\u015fiye kar\u015f\u0131 sorumlu olmayacakt\u0131r. Bu, elektronik veya mekanik gere\u00e7lerin veya ileti\u015fim hatlar\u0131n\u0131n ar\u0131zas\u0131, izinsiz giri\u015f, vir\u00fcs, h\u0131rs\u0131zl\u0131k, operat\u00f6r hatalar\u0131, a\u015f\u0131r\u0131 yada ola\u011fan\u00fcst\u00fc hava ko\u015fullar\u0131, yang\u0131n, sava\u015f, isyan, ter\u00f6r olay\u0131, ayaklanma, i\u015f anla\u015fmazl\u0131\u011f\u0131 ve di\u011fer i\u015f problemleri, kaza, acil durum ya da h\u00fck\u00fcmet tasarrufu konular\u0131n\u0131 da i\u00e7ermektedir.<\/em><\/em><\/em><\/em>
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":"

Oyak \u00c7imento Fabrikalar\u0131 A.\u015e. (OYAKC) 2025 y\u0131l\u0131 3. \u00e7eyrek finansal sonu\u00e7lar\u0131 kamuya a\u00e7\u0131kland\u0131. Bilan\u00e7o sonras\u0131 \u015eirketin finansal tablolar\u0131 i\u00e7in de\u011ferlendirme, GCM Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e.\u2019den geldi. Kurum de\u011ferlendirmesinde \u015fu ifadeleri kulland\u0131; Oyak \u00c7imento Fabrikalar\u0131 A.\u015e. hisse haberleri \u2013 OYAKC hisse yorumu GCM Yat\u0131r\u0131m de\u011ferlendirmesi \u015fu \u015fekilde; \u201cOYAK \u00c7imento D\u00f6nemsel Bazda B\u00fcy\u00fcmeye Devam Ediyor\u2026 OYAK \u00c7imento\u2019nun […]<\/p>\n","protected":false},"author":1,"featured_media":54039,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-54038","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\/54038","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=54038"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/54038\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/54039"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=54038"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=54038"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=54038"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}