Gedik Yat\u0131r\u0131m, Petrol ve Gaz Sekt\u00f6r G\u00fcncelleme Raporu’nda, k\u0131sa vadede g\u00fc\u00e7l\u00fc rafinaj g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn korundu\u011funu ancak orta vadede risk\/getiri dengesinin daha dengeli hale geldi\u011fini belirtti.<\/p>\n
Raporda, y\u00fcksek rafineri kompleksitesi, orta distilat a\u011f\u0131rl\u0131kl\u0131 \u00fcr\u00fcn yap\u0131s\u0131 ve esnek ham petrol tedariki nedeniyle T\u00fcpra\u015f’\u0131n temel a\u00e7\u0131dan \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi. Bununla birlikte T\u00fcpra\u015f hisselerinin son \u00fc\u00e7 ayda yakla\u015f\u0131k y\u00fczde 88 de\u011fer kazanmas\u0131 sonras\u0131nda mevcut de\u011ferlemeye g\u00f6re y\u00fckseli\u015f potansiyelinin darald\u0131\u011f\u0131 belirtildi.<\/p>\n
Gedik Yat\u0131r\u0131m, T\u00fcpra\u015f i\u00e7in hedef fiyat\u0131n\u0131 y\u00fczde 15 art\u0131rarak 501 TL’ye y\u00fckseltirken, tavsiyesini “Endeks \u00dczeri Getiri”den “Endekse Paralel Getiri”ye indirdi. Raporda, hisse i\u00e7in yakla\u015f\u0131k y\u00fczde 21 y\u00fckseli\u015f potansiyeli hesapland\u0131. Kurum, 2026 net rafineri marj\u0131 varsay\u0131m\u0131n\u0131 da varil ba\u015f\u0131na 10 dolardan 15 dolara y\u00fckseltti.<\/p>\n
Raporda, T\u00fcpra\u015f’\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte g\u00fc\u00e7l\u00fc bir k\u00e2r performans\u0131 g\u00f6stermesinin beklendi\u011fi, ancak yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131n\u0131n 2026’daki y\u00fcksek k\u00e2rl\u0131l\u0131ktan rafineri marjlar\u0131n\u0131n 2027’de ne \u00f6l\u00e7\u00fcde s\u00fcrd\u00fcr\u00fclebilece\u011fine kayd\u0131\u011f\u0131 belirtildi. Jeopolitik kesintilerin azalmas\u0131 ve rafineri kullan\u0131labilirli\u011finin artmas\u0131yla marjlarda normalle\u015fme beklendi\u011fi kaydedildi.<\/p>\n
Gedik Yat\u0131r\u0131m, Petkim i\u00e7in “Endekse Paralel Getiri” tavsiyesini korurken hedef fiyat\u0131n\u0131 26,13 TL olarak s\u00fcrd\u00fcrd\u00fc. Bu hedef fiyat\u0131n mevcut seviyeye g\u00f6re y\u00fczde 23 y\u00fckseli\u015f potansiyeline i\u015faret etti\u011fi belirtildi.<\/p>\n
Raporda, Petkim Spread’in ikinci \u00e7eyrekte 547 dolar\/tona y\u00fckselmesinin ard\u0131ndan son g\u00f6zlemde yakla\u015f\u0131k 270 dolar\/tona geriledi\u011fine dikkat \u00e7ekildi. Kurum, bu geli\u015fmenin ikinci \u00e7eyrekteki g\u00fc\u00e7l\u00fc marjlar\u0131n yap\u0131sal bir toparlanmadan ziyade d\u00f6ng\u00fcsel bir iyile\u015fme olabilece\u011fine i\u015faret etti\u011fini de\u011ferlendirdi.<\/p>\n
K\u00fcresel petrokimya sekt\u00f6r\u00fcndeki kapasite fazlas\u0131, zay\u0131f nihai talep ve Petkim’in y\u00fcksek bor\u00e7lulu\u011funun de\u011ferleme a\u00e7\u0131s\u0131ndan temel bask\u0131 unsurlar\u0131 olmaya devam etti\u011fi ifade edildi. STAR Rafinerisi entegrasyonu ve Petkim Master Plan\u0131’n\u0131n ise uzun vadeli potansiyel sundu\u011fu belirtildi.<\/p>\n
Aygaz i\u00e7in de “Endekse Paralel Getiri” tavsiyesini koruyan Gedik Yat\u0131r\u0131m, hedef fiyat\u0131n\u0131 318,50 TL’den 375,12 TL’ye y\u00fckseltti. Kurum, hisse i\u00e7in yakla\u015f\u0131k y\u00fczde 20 y\u00fckseli\u015f potansiyeli hesaplad\u0131.<\/p>\n
Rapora g\u00f6re Aygaz’\u0131n ikinci \u00e7eyrekte FAV\u00d6K’\u00fc y\u0131ll\u0131k bazda y\u00fczde 42 artarak 1,15 milyar TL’ye y\u00fckseldi. \u015eirketin toplam yurt i\u00e7i LPG pazar pay\u0131n\u0131n 2026’n\u0131n ilk be\u015f ay\u0131nda y\u00fczde 27,3’e \u00e7\u0131kt\u0131\u011f\u0131 belirtilirken, United Aygaz’\u0131n Banglade\u015f’teki sat\u0131\u015f hacminin 2026’n\u0131n ilk yar\u0131s\u0131nda y\u0131ll\u0131k y\u00fczde 59 artarak 145 bin tona ula\u015ft\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Gedik Yat\u0131r\u0131m, T\u00fcrkiye LPG pazar\u0131n\u0131n olgun yap\u0131s\u0131n\u0131n b\u00fcy\u00fcme potansiyelini s\u0131n\u0131rlad\u0131\u011f\u0131n\u0131 ancak Aygaz’\u0131n pazar pay\u0131 kazan\u0131mlar\u0131, uluslararas\u0131 ticaret faaliyetleri ve Banglade\u015f operasyonlar\u0131n\u0131n b\u00fcy\u00fcmeye katk\u0131 sa\u011flad\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
Kurumun raporunda 2026 y\u0131l\u0131 i\u00e7in T\u00fcpra\u015f’ta 501 TL, Aygaz’da 375,12 TL ve Petkim’de 26,13 TL hedef fiyat \u00f6ng\u00f6r\u00fcl\u00fcrken, \u00fc\u00e7 \u015firket i\u00e7in de “Endekse Paralel Getiri” tavsiyesi yer ald\u0131.<\/p>\n
<\/strong> \u0130stanbul, 22 Eyl\u00fcl (Hibya) – Gedik Yat\u0131r\u0131m, Petrol ve Gaz Sekt\u00f6r G\u00fcncelleme Raporu’nda, k\u0131sa vadede g\u00fc\u00e7l\u00fc rafinaj g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn korundu\u011funu ancak orta vadede risk\/getiri dengesinin daha dengeli hale geldi\u011fini belirtti.<\/p>\n","protected":false},"author":1,"featured_media":154141,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-154140","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/154140","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=154140"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/154140\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/154141"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=154140"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=154140"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=154140"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"