Halk Yat\u0131r\u0131m taraf\u0131ndan payla\u015f\u0131lan piyasa geli\u015fmelerine g\u00f6re yurt i\u00e7i finansal piyasalarda tahvil faizlerinde y\u00fckseli\u015f e\u011filimi \u00f6ne \u00e7\u0131karken, TL tahvillerde sat\u0131c\u0131l\u0131 seyir izlendi. \u0130ki y\u0131ll\u0131k ve on y\u0131ll\u0131k g\u00f6sterge tahvil faizlerinde art\u0131\u015f g\u00f6r\u00fcl\u00fcrken, Hazine\u2019nin i\u00e7 bor\u00e7lanma ihaleleri yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda yer ald\u0131. TCMB\u2019nin haftal\u0131k verilerinde \u00f6zel sekt\u00f6r bor\u00e7lanma ara\u00e7lar\u0131 stokunda gerileme ya\u015fan\u0131rken, yurt d\u0131\u015f\u0131 yerle\u015fiklerin sat\u0131\u015f y\u00f6nl\u00fc i\u015flemleri dikkat \u00e7ekti. D\u00f6viz piyasas\u0131nda dolar endeksi s\u0131n\u0131rl\u0131 gerilerken, EUR\/USD paritesi ve Dolar\/TL kurunda yatay-kar\u0131\u015f\u0131k g\u00f6r\u00fcn\u00fcm izlendi. Borsa \u0130stanbul\u2019da i\u015flem hacminde d\u00fc\u015f\u00fc\u015f kaydedildi.<\/p>\n
K\u00fcresel tarafta Azerbaycan ve \u00d6zbekistan\u2019\u0131n Islamic Organization for Food Security (\u0130slam G\u0131da G\u00fcvenli\u011fi Te\u015fkilat\u0131) \u00fcyeli\u011fine kabul edilmesiyle birlikte te\u015fkilat\u0131n \u00fcye say\u0131s\u0131 43\u2019e y\u00fckseldi. Bak\u00fc\u2019de ger\u00e7ekle\u015fen imza t\u00f6reninin yaln\u0131zca diplomatik bir geni\u015fleme olmad\u0131\u011f\u0131, ayn\u0131 zamanda Orta Asya ve Kafkasya hatt\u0131nda tar\u0131m, su y\u00f6netimi ve g\u0131da g\u00fcvenli\u011fi alanlar\u0131nda i\u015f birli\u011fini g\u00fc\u00e7lendirecek stratejik bir ad\u0131m oldu\u011fu ifade edildi.<\/p>\n
T\u00fcrk Eximbank ile Birle\u015fik Krall\u0131k ihracat kredi kurulu\u015fu UK Export Finance aras\u0131nda imzalanan mutabakat zapt\u0131 ile savunma sanayi projelerinde \u00fc\u00e7\u00fcnc\u00fc \u00fclkeleri kapsayan ortak finansman mekanizmas\u0131n\u0131n \u00f6n\u00fc a\u00e7\u0131ld\u0131. Anla\u015fman\u0131n, enerji ve altyap\u0131 projelerinde kullan\u0131lan i\u015f birli\u011fi modelinin savunma sanayine geni\u015fletilmesini sa\u011flad\u0131\u011f\u0131 ve iki \u00fclke aras\u0131nda teknik bilgi payla\u015f\u0131m\u0131n\u0131 art\u0131raca\u011f\u0131 belirtildi. Ali G\u00fcney, s\u00f6z konusu anla\u015fman\u0131n kurumlar aras\u0131 g\u00fc\u00e7l\u00fc i\u015f birli\u011fini daha ileri ta\u015f\u0131yaca\u011f\u0131n\u0131 ve \u00fc\u00e7\u00fcnc\u00fc \u00fclkelerde yeni finansman f\u0131rsatlar\u0131 olu\u015fturaca\u011f\u0131n\u0131 ifade etti. UK Export Finance yetkilisi Tim Reid ise enerji ve ula\u015f\u0131m projelerinde elde edilen i\u015f birli\u011fi tecr\u00fcbesinin savunma sekt\u00f6r\u00fcne ta\u015f\u0131naca\u011f\u0131n\u0131 vurgulad\u0131.<\/p>\n
T\u00fcrkiye\u2013Bel\u00e7ika \u0130\u015f Forumu kapsam\u0131nda konu\u015fan Ticaret Bakan\u0131 \u00d6mer Bolat, iki \u00fclke aras\u0131ndaki ticaret hacminin 2025 itibar\u0131yla 9,3 milyar dolara ula\u015ft\u0131\u011f\u0131n\u0131, hedefin ise 15 milyar dolar seviyesine \u00e7\u0131kar\u0131lmas\u0131 oldu\u011funu a\u00e7\u0131klad\u0131. Bolat, T\u00fcrkiye\u2019nin sanayi g\u00fcc\u00fc, lojistik kapasitesi ve gen\u00e7 i\u015f g\u00fcc\u00fcyle g\u00fcvenilir bir \u00fcretim merkezi haline geldi\u011fini belirtti. Savunma sanayi, enerji, dijital d\u00f6n\u00fc\u015f\u00fcm ve lojistik alanlar\u0131n\u0131n iki \u00fclke aras\u0131ndaki stratejik i\u015f birli\u011fi ba\u015fl\u0131klar\u0131 oldu\u011funu ifade etti.<\/p>\n
Bolat ayr\u0131ca T\u00fcrkiye\u2019nin savunma ve havac\u0131l\u0131k ihracat\u0131n\u0131n 10 milyar dolar seviyesini a\u015ft\u0131\u011f\u0131n\u0131, lojistik sekt\u00f6r\u00fcn\u00fcn 150 milyar dolarl\u0131k b\u00fcy\u00fckl\u00fc\u011fe ula\u015ft\u0131\u011f\u0131n\u0131 ve \u00fclkenin b\u00f6lgesel \u00fcretim ve da\u011f\u0131t\u0131m merkezi konumunu g\u00fc\u00e7lendirdi\u011fini s\u00f6yledi. Turizm taraf\u0131nda ise ge\u00e7en y\u0131l 600 binden fazla Bel\u00e7ikal\u0131 turistin T\u00fcrkiye\u2019yi ziyaret etti\u011fi bilgisi payla\u015f\u0131ld\u0131.<\/p>\n
Yurt D\u0131\u015f\u0131 Haberler<\/p>\n
Saudi Aramco CEO\u2019su Amin Nasser, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n kapal\u0131 kalmas\u0131n\u0131n k\u00fcresel enerji piyasalar\u0131nda ciddi arz kayb\u0131 yaratt\u0131\u011f\u0131n\u0131 belirterek, bo\u011faz\u0131n kapal\u0131 oldu\u011fu her hafta piyasadan yakla\u015f\u0131k 100 milyon varil petrol eksildi\u011fini a\u00e7\u0131klad\u0131. Nasser, mevcut arz a\u00e7\u0131\u011f\u0131n\u0131n \u015firketler ve h\u00fck\u00fcmetlerin stratejik stoklar\u0131yla kar\u015f\u0131land\u0131\u011f\u0131n\u0131 ancak k\u00fcresel rezervlerin tehlikeli seviyelere geriledi\u011fini ifade etti.<\/p>\n
D\u00fcnyadaki yedek \u00fcretim kapasitesinin b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcn\u00fcn Basra K\u00f6rfezi\u2019nde yo\u011funla\u015ft\u0131\u011f\u0131n\u0131 vurgulayan Nasser, bu durumun arz \u015foklar\u0131n\u0131n telafi edilmesini zorla\u015ft\u0131rd\u0131\u011f\u0131n\u0131 belirtti. Petrol vadeli fiyatlar\u0131 ile fiziksel piyasa fiyatlar\u0131 aras\u0131nda belirgin bir kopukluk olu\u015ftu\u011funu s\u00f6yleyen Nasser, Orta Do\u011fu d\u0131\u015f\u0131ndaki \u00fcretim yat\u0131r\u0131mlar\u0131ndaki yetersizli\u011fin piyasalar\u0131 bu t\u00fcr krizlere kar\u015f\u0131 k\u0131r\u0131lgan hale getirdi\u011fini ifade etti. Arz s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131n\u0131n May\u0131s ve Haziran aylar\u0131nda daha da belirginle\u015fece\u011fini, mevcut durumun devam etmesi halinde petrol piyasas\u0131nda dengelenme s\u00fcrecinin gelecek y\u0131la kadar uzayabilece\u011fini s\u00f6yledi.<\/p>\n
Artan jeopolitik risklerin etkisiyle petrol fiyatlar\u0131n\u0131n yeniden 100 dolar seviyesinin \u00fczerine yerle\u015fti\u011fi bir ortamda a\u00e7\u0131klama yap\u0131l\u0131rken, bu geli\u015fmelerin k\u00fcresel b\u00fcy\u00fcme ve enflasyon g\u00f6r\u00fcn\u00fcm\u00fc \u00fczerinde bask\u0131y\u0131 art\u0131rd\u0131\u011f\u0131 de\u011ferlendirildi. \u00d6te yandan Saudi Aramco\u2019nun ilk \u00e7eyrek net kar\u0131, y\u00fckselen petrol fiyatlar\u0131n\u0131n etkisiyle y\u0131ll\u0131k bazda yakla\u015f\u0131k y\u00fczde 25 artarak 32,5 milyar dolara y\u00fckseldi.<\/p>\n
Avrupa Merkez Bankas\u0131\u2019na y\u00f6nelik piyasa beklentileri, Orta Do\u011fu\u2019daki sava\u015f\u0131n enerji fiyatlar\u0131 \u00fczerinden enflasyonist bask\u0131lar\u0131 art\u0131rmas\u0131yla birlikte yeniden s\u0131k\u0131la\u015fma y\u00f6n\u00fcne kayd\u0131. Bloomberg anketine kat\u0131lan ekonomistler, Avrupa Merkez Bankas\u0131\u2019n\u0131n Haziran ve Eyl\u00fcl toplant\u0131lar\u0131nda 25\u2019er baz puanl\u0131k iki faiz art\u0131\u015f\u0131 yapaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyor.<\/p>\n
Y\u0131l sonu enflasyon beklentisi y\u00fczde 2,8 seviyesinden y\u00fczde 2,9 seviyesine y\u00fckselirken, ekonomik b\u00fcy\u00fcme taraf\u0131nda a\u015fa\u011f\u0131 y\u00f6nl\u00fc revizyonlar\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi. Enerji maliyetlerindeki art\u0131\u015f\u0131n Avrupa ekonomisi \u00fczerinde bask\u0131 olu\u015fturabilece\u011fi de\u011ferlendirildi.<\/p>\n
Azerbaycan ve \u00d6zbekistan\u2019\u0131n Islamic Organization for Food Security b\u00fcnyesine resmen kat\u0131lmas\u0131yla te\u015fkilat\u0131n \u00fcye say\u0131s\u0131 43\u2019e y\u00fckseldi. Bak\u00fc\u2019de ger\u00e7ekle\u015ftirilen imza t\u00f6reninin yaln\u0131zca diplomatik bir geni\u015fleme olmad\u0131\u011f\u0131, ayn\u0131 zamanda Orta Asya ve Kafkasya hatt\u0131nda tar\u0131m, su y\u00f6netimi ve g\u0131da g\u00fcvenli\u011fi alanlar\u0131nda b\u00f6lgesel koordinasyonu g\u00fc\u00e7lendiren stratejik bir ad\u0131m oldu\u011fu ifade edildi.<\/p>\n
Organizasyon, iki \u00fclkenin g\u00fc\u00e7l\u00fc tar\u0131msal \u00fcretim kapasitesi, agro-end\u00fcstriyel altyap\u0131s\u0131 ve inovasyon potansiyeli nedeniyle stratejik \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131n\u0131 vurgulad\u0131. Taraflar aras\u0131nda tar\u0131msal inovasyon, dijital su y\u00f6netimi, s\u00fcrd\u00fcr\u00fclebilir tar\u0131m uygulamalar\u0131, de\u011fer zincirleri ve s\u0131n\u0131r a\u015fan zararl\u0131larla m\u00fccadele gibi alanlarda i\u015f birliklerinin s\u00fcrd\u00fc\u011f\u00fc belirtildi.<\/p>\n
\u00d6zbekistan\u2019\u0131n tar\u0131msal modernizasyon ve sulama altyap\u0131s\u0131 yat\u0131r\u0131mlar\u0131yla b\u00f6lgesel g\u0131da zincirinde daha g\u00fc\u00e7l\u00fc rol \u00fcstlenmesi beklenirken, Azerbaycan\u2019\u0131n Hazar merkezli lojistik a\u011flar\u0131 ve tar\u0131m teknolojileri kapasitesiyle yeni i\u015f birli\u011fi yap\u0131s\u0131nda kritik konumda yer ald\u0131\u011f\u0131 de\u011ferlendirildi. Geli\u015fme, iklim de\u011fi\u015fikli\u011fi, su stresi, enerji krizi ve tedarik zinciri k\u0131r\u0131lganl\u0131klar\u0131n\u0131n g\u0131day\u0131 stratejik bir g\u00fcvenlik alan\u0131na d\u00f6n\u00fc\u015ft\u00fcrd\u00fc\u011f\u00fc bir d\u00f6nemde, \u00e7ok tarafl\u0131 g\u0131da diplomasisinin \u00f6neminin artt\u0131\u011f\u0131na i\u015faret etti.<\/p>\n
Turkcell\u2019in 1\u00c726 finansal sonu\u00e7lar\u0131n\u0131 de\u011ferlendiren kurum, \u015firketin konsolide cirosunun y\u0131ll\u0131k bazda y\u00fczde 8,9 art\u0131\u015fla 68,37 milyar TL seviyesinde ger\u00e7ekle\u015fti\u011fini ve rakamlar\u0131n beklentilere paralel oldu\u011funu ifade etti. Fatural\u0131 abone art\u0131\u015f\u0131, rekabet ko\u015fullar\u0131ndaki normalle\u015fme ve cihaz sat\u0131\u015flar\u0131ndaki y\u00fckseli\u015fin ciroyu destekledi\u011fi aktar\u0131ld\u0131.<\/p>\n
\u015eirketin FAV\u00d6K\u2019\u00fcn\u00fcn y\u0131ll\u0131k bazda y\u00fczde 3,2 art\u0131\u015fla 28,3 milyar TL seviyesine y\u00fckseldi\u011fi belirtilirken, cihaz sat\u0131\u015flar\u0131n\u0131n pay\u0131ndaki art\u0131\u015f ve 5G kaynakl\u0131 operasyonel giderlerin marj \u00fczerinde bask\u0131 olu\u015fturdu\u011fu ifade edildi. FAV\u00d6K marj\u0131n\u0131n 2,3 puan gerileyerek y\u00fczde 41,4 seviyesine d\u00fc\u015ft\u00fc\u011f\u00fc aktar\u0131ld\u0131.Net borcun 48,83 milyar TL seviyesine y\u00fckseldi\u011fi belirtilirken, bu art\u0131\u015fta 5G lisans \u00f6demesi ve Telsiz Kullan\u0131m \u00dccreti\u2019nin etkili oldu\u011fu ifade edildi. Net bor\u00e7\/FAV\u00d6K rasyosunun 0,42x seviyesine y\u00fckseldi\u011fi kaydedildi.Net kar\u0131n ise y\u0131ll\u0131k bazda y\u00fczde 14,9 art\u0131\u015fla 4,63 milyar TL seviyesine ula\u015ft\u0131\u011f\u0131, bu rakam\u0131n beklentilerin \u00fczerinde ger\u00e7ekle\u015fti\u011fi ifade edildi. Art\u0131\u015fta operasyonel karl\u0131l\u0131\u011f\u0131n yan\u0131 s\u0131ra i\u015ftirak gelirleri ve parasal kazan\u00e7lar\u0131n etkili oldu\u011fu belirtildi.Kurum, genel finansal g\u00f6r\u00fcn\u00fcm\u00fcn beklentilerle uyumlu oldu\u011funu ve bor\u00e7lulu\u011fun y\u00f6netilebilir seviyede kalmaya devam etti\u011fini belirterek Turkcell\u2019in hisse performans\u0131na etkisini \u201c<\/strong>s\u0131n\u0131rl\u0131 pozitif\u201d<\/strong> olarak de\u011ferlendirdi\u011fini ifade etti.<\/p>\n Bim\u2019in 1\u00c726 finansal sonu\u00e7lar\u0131n\u0131n de\u011ferlendirildi\u011fi a\u00e7\u0131klamada, net kar\u0131n y\u0131ll\u0131k bazda y\u00fczde 82,5 art\u0131\u015fla 6,461 milyar TL seviyesine y\u00fckseldi\u011fi ve beklentilerin olduk\u00e7a \u00fczerinde ger\u00e7ekle\u015fti\u011fi ifade edildi. Net kar art\u0131\u015f\u0131nda operasyonel k\u00e2rl\u0131l\u0131\u011fa ek olarak y\u00fcksek parasal pozisyon kazanc\u0131n\u0131n etkili oldu\u011fu belirtildi.Konsolide sat\u0131\u015f gelirlerinin y\u0131ll\u0131k bazda y\u00fczde 10,1 art\u0131\u015fla 212,86 milyar TL seviyesine ula\u015ft\u0131\u011f\u0131 ve beklentilerin hafif \u00fczerinde ger\u00e7ekle\u015fti\u011fi aktar\u0131ld\u0131. Ortalama sepet b\u00fcy\u00fckl\u00fc\u011f\u00fcn\u00fcn y\u00fczde 35,6 artt\u0131\u011f\u0131, m\u00fc\u015fteri trafi\u011finin ise y\u00fczde 0,8 geriledi\u011fi ifade edildi. Like for like sat\u0131\u015flar\u0131n y\u00fczde 34,5 art\u0131\u015f g\u00f6sterdi\u011fi belirtildi.FAV\u00d6K\u2019\u00fcn y\u0131ll\u0131k bazda y\u00fczde 46,3 artarak 10,11 milyar TL seviyesine y\u00fckseldi\u011fi ve beklentilerin \u00fczerinde ger\u00e7ekle\u015fti\u011fi ifade edildi. FAV\u00d6K marj\u0131n\u0131n 1,2 puan art\u0131\u015fla y\u00fczde 4,8 seviyesine \u00e7\u0131kt\u0131\u011f\u0131 aktar\u0131ld\u0131.Kurum, maliyet kontrol\u00fc ve operasyonel verimlili\u011fin marjlar\u0131 destekledi\u011fini belirterek g\u00fc\u00e7l\u00fc finansal sonu\u00e7lar\u0131n hisse performans\u0131na etkisini \u201c<\/strong>pozitif\u201d<\/strong> olarak de\u011ferlendirdi\u011fini ifade etti.<\/p>\n Aksa Enerji (AKSEN, S\u0131n\u0131rl\u0131 Negatif) ile ilgili finansal sonu\u00e7lar\u0131 a\u00e7\u0131klayan\u00a0 \u015firketin 1\u00c726 d\u00f6nemine ili\u015fkin performans\u0131n\u0131 aktard\u0131.Buna g\u00f6re Aksa Enerji\u2019nin sat\u0131\u015f gelirleri y\u0131ll\u0131k bazda y\u00fczde 21,0 d\u00fc\u015f\u00fc\u015fle 9.954 mn TL seviyesinde ger\u00e7ekle\u015fti. Sat\u0131\u015f gelirlerinde kurum beklentisinin 7.601 mn TL, ortalama piyasa beklentisinin ise 8.826 mn TL seviyesinde oldu\u011fu ifade edildi. Br\u00fct k\u00e2r marj\u0131 y\u0131ll\u0131k bazda 3,8 puan art\u0131\u015fla y\u00fczde 27,5 seviyesine y\u00fckseldi.\u015eirketin FAV\u00d6K\u2019\u00fc 1\u00c726\u2019da y\u0131ll\u0131k bazda y\u00fczde 4,7 d\u00fc\u015f\u00fc\u015fle 3.232 mn TL seviyesinde ger\u00e7ekle\u015firken, bu rakam\u0131n kurum beklentisinin y\u00fczde 16,9, ortalama piyasa beklentisinin ise y\u00fczde 15,7 alt\u0131nda kald\u0131\u011f\u0131 aktar\u0131ld\u0131. FAV\u00d6K marj\u0131 ise y\u0131ll\u0131k bazda 5,5 puan art\u0131\u015fla y\u00fczde 32,5 seviyesine y\u00fckseldi.Net kar taraf\u0131nda Aksa Enerji\u2019nin 1\u00c726 d\u00f6neminde y\u0131ll\u0131k bazda y\u00fczde 8,2 art\u0131\u015fla 565 mn TL seviyesine ula\u015ft\u0131\u011f\u0131 ifade edildi. Net karda kurum beklentisinin 667 mn TL, ortalama piyasa beklentisinin ise 775 mn TL oldu\u011fu belirtildi. Net kar marj\u0131 ise y\u0131ll\u0131k bazda 1,5 puan art\u0131\u015fla y\u00fczde 5,7 seviyesinde ger\u00e7ekle\u015fti.Net kardaki sapmada, beklentilerin alt\u0131nda kalan operasyonel karl\u0131l\u0131\u011f\u0131n yan\u0131 s\u0131ra net finansman gelir\/giderleri ve vergi y\u00fck\u00fcml\u00fcl\u00fcklerindeki farkl\u0131la\u015fmalar\u0131n etkili oldu\u011fu ifade edildi.<\/p>\n Pegasus (PGSUS, N\u00f6tr) i\u00e7in 1\u00c726 finansal sonu\u00e7lar\u0131n\u0131 de\u011ferlendiren kurum, \u015firketin performans\u0131na ili\u015fkin detaylar\u0131 payla\u015ft\u0131. Buna g\u00f6re Pegasus\u2019un 1\u00c726\u2019da net sat\u0131\u015f gelirleri y\u0131ll\u0131k bazda y\u00fczde 38,9 art\u0131\u015fla 32.761 mn TL seviyesinde ger\u00e7ekle\u015fti ve hem kurum hem piyasa beklentisine yak\u0131n oldu\u011fu ifade edildi. Uluslararas\u0131 bilet tarifelerinde bask\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fc belirtilirken, 1\u00c725\u2019te 47 euro olan uluslararas\u0131 bilet tarifesinin 1\u00c726\u2019da 43 euro seviyesine geriledi\u011fi aktar\u0131ld\u0131. Yan gelir taraf\u0131nda ise 1\u00c725\u2019te 29,1 euro olan misafir ba\u015f\u0131na yan gelirin 1\u00c726\u2019da s\u0131n\u0131rl\u0131 art\u0131\u015fla 29,2 euro seviyesine y\u00fckseldi\u011fi bildirildi. \u015eirketin FAV\u00d6K\u2019\u00fc 1\u00c726\u2019da y\u0131ll\u0131k bazda y\u00fczde 86,5 d\u00fc\u015f\u00fc\u015fle 176 mn TL seviyesinde ger\u00e7ekle\u015firken, FAV\u00d6K marj\u0131 y\u0131ll\u0131k bazda 5,0 puan azal\u0131\u015fla y\u00fczde 0,5 seviyesine geriledi. A\u00e7\u0131klanan FAV\u00d6K\u2019\u00fcn kurum beklentisi olan 116 mn TL\u2019nin y\u00fczde 51,7 \u00fczerinde ger\u00e7ekle\u015fti\u011fi, piyasa beklentisinin ise 764 mn TL zarar y\u00f6n\u00fcnde oldu\u011fu ifade edildi. FAV\u00d6K taraf\u0131ndaki sapmada maliyetler ve amortisman giderlerine ili\u015fkin varsay\u0131mlardaki farkl\u0131la\u015fmalar\u0131n etkili oldu\u011fu belirtildi. Net k\u00e2r taraf\u0131nda Pegasus\u2019un 1\u00c726\u2019da 7.758 mn TL net zarar a\u00e7\u0131klad\u0131\u011f\u0131 aktar\u0131ld\u0131. Bu rakam\u0131n kurum beklentisi olan 4.564 mn TL zarar ve piyasa ortalama beklentisi olan 8.801 mn TL zarar ile kar\u015f\u0131la\u015ft\u0131r\u0131ld\u0131\u011f\u0131nda farkl\u0131l\u0131k g\u00f6sterdi\u011fi ifade edildi. \u015eirketin ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6neminde 2.635 mn TL net zarar a\u00e7\u0131klad\u0131\u011f\u0131 hat\u0131rlat\u0131ld\u0131. Net zarardaki sapmada beklentilerin \u00fczerindeki net finansman giderleri ile vergi kalemindeki farkl\u0131la\u015fmalar\u0131n etkili oldu\u011fu ifade edildi.<\/p>\n Do\u011fu\u015f Otomotiv (DOAS, N\u00f6tr) i\u00e7in 1\u00c726 finansal sonu\u00e7lar\u0131n\u0131 de\u011ferlendiren kurum, \u015firketin performans\u0131na ili\u015fkin detaylar\u0131 aktard\u0131. Buna g\u00f6re Do\u011fu\u015f Otomotiv\u2019in net sat\u0131\u015f gelirleri 1\u00c726\u2019da y\u0131ll\u0131k bazda y\u00fczde 9,8 gerileyerek 49.622 mn TL seviyesinde ger\u00e7ekle\u015fti ve piyasa beklentisi olan 50.433 mn TL\u2019nin hafif alt\u0131nda kald\u0131. Toptan sat\u0131\u015f adetlerinin y\u0131ll\u0131k bazda y\u00fczde 6 art\u0131\u015fla 41.132 adet seviyesine y\u00fckselmesinin ciroya olumlu katk\u0131 sa\u011flad\u0131\u011f\u0131, ancak y\u00fcksek fiyat rekabeti ve EUR\/TL paritesindeki seyir nedeniyle ara\u00e7 ba\u015f\u0131na ortalama sat\u0131\u015f fiyatlar\u0131nda d\u00fc\u015f\u00fc\u015f ya\u015fanmas\u0131n\u0131n gelirler \u00fczerinde bask\u0131 yaratt\u0131\u011f\u0131 ifade edildi. \u015eirketin br\u00fct kar\u0131 y\u0131ll\u0131k bazda y\u00fczde 26 d\u00fc\u015f\u00fc\u015fle 6.600 mn TL seviyesinde ger\u00e7ekle\u015firken, br\u00fct kar marj\u0131 ge\u00e7en y\u0131lki y\u00fczde 16,2 seviyesinden 1\u00c726\u2019da y\u00fczde 13,3\u2019e geriledi. Br\u00fct karl\u0131l\u0131ktaki gerilemeye kar\u015f\u0131n operasyonel giderlerin y\u0131ll\u0131k bazda y\u00fczde 27 d\u00fc\u015f\u00fc\u015f kaydetmesinin FAV\u00d6K \u00fczerindeki bask\u0131y\u0131 s\u0131n\u0131rlad\u0131\u011f\u0131 ve FAV\u00d6K\u2019\u00fcn y\u0131ll\u0131k bazda y\u00fczde 16 azal\u0131\u015fla 3.162 mn TL seviyesinde ger\u00e7ekle\u015fti\u011fi aktar\u0131ld\u0131 (beklenti: 3.084 mn TL). FAV\u00d6K marj\u0131 y\u0131ll\u0131k bazda 0,5 puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 6,4 seviyesinde olu\u015ftu. \u015eirketin ana ortakl\u0131k net d\u00f6nem kar\u0131 ise y\u0131ll\u0131k bazda y\u00fczde 24 azal\u0131\u015fla 574 mn TL seviyesinde ger\u00e7ekle\u015ferek piyasa beklentisiyle uyumlu bir g\u00f6r\u00fcn\u00fcm sergiledi. Ayr\u0131ca \u015firketin 2026 y\u0131l\u0131 beklentilerini g\u00fcncelledi\u011fi, toplam otomotiv pazar\u0131 sat\u0131\u015f adedi beklentisinin 1,2 milyon adetten 1,3 milyon adede y\u00fckseltildi\u011fi, Do\u011fu\u015f Otomotiv Skoda dahil sat\u0131\u015f adedi beklentisinin ise 117.000 adet olarak korundu\u011fu ifade edildi. Genel olarak beklentilerle uyumlu ger\u00e7ekle\u015fen 1\u00c726 finansal sonu\u00e7lar\u0131n\u0131n hisse performans\u0131na etkisinin \u201cn\u00f6tr\u201d oldu\u011fu de\u011ferlendirildi.<\/p>\n Logo Yaz\u0131l\u0131m (LOGO, Pozitif) i\u00e7in 1\u00c726 finansal sonu\u00e7lar\u0131n\u0131 de\u011ferlendiren kurum, \u015firketin performans\u0131na ili\u015fkin detaylar\u0131 payla\u015ft\u0131. Buna g\u00f6re Logo Yaz\u0131l\u0131m\u2019\u0131n sadece T\u00fcrkiye operasyonlar\u0131ndan olu\u015fan konsolide sat\u0131\u015f gelirleri y\u0131ll\u0131k bazda y\u00fczde 11 art\u0131\u015fla 1,52 mlr TL seviyesinde ger\u00e7ekle\u015fti ve a\u00e7\u0131klanan rakam\u0131n kurum beklentisi ile ortalama piyasa beklentisine paralel oldu\u011fu ifade edildi. 1\u00c726\u2019da Logo Yaz\u0131l\u0131m\u2019\u0131n FAV\u00d6K\u2019\u00fc y\u0131ll\u0131k bazda y\u00fczde 0,9\u2019luk s\u0131n\u0131rl\u0131 d\u00fc\u015f\u00fc\u015fle 536 mn TL seviyesinde ger\u00e7ekle\u015firken, bu tutar\u0131n da beklentilerle uyumlu oldu\u011fu aktar\u0131ld\u0131. Bu d\u00f6nemde br\u00fct karl\u0131l\u0131kta y\u00fczde 11,3 art\u0131\u015f kaydedilmesine kar\u015f\u0131n faaliyet giderlerindeki y\u00fczde 17,5\u2019lik y\u00fckseli\u015fin FAV\u00d6K performans\u0131n\u0131 bask\u0131lad\u0131\u011f\u0131 belirtildi. Buna ba\u011fl\u0131 olarak FAV\u00d6K marj\u0131 ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemindeki y\u00fczde 39,5 seviyesinden y\u00fczde 35,3\u2019e geriledi.Net kar taraf\u0131nda ise Logo Yaz\u0131l\u0131m\u2019\u0131n ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6neminde 920 mn TL tutar\u0131ndaki tek seferlik yat\u0131r\u0131m gelirinin etkisiyle 956 mn TL net kar a\u00e7\u0131klad\u0131\u011f\u0131 hat\u0131rlat\u0131l\u0131rken, 1\u00c726 d\u00f6neminde net kar\u0131n 131 mn TL seviyesinde ger\u00e7ekle\u015fti\u011fi ifade edildi. A\u00e7\u0131klanan net kar\u0131n kurum beklentisinin y\u00fczde 310,1, ortalama piyasa beklentisinin ise y\u00fczde 395,9 \u00fczerinde oldu\u011fu aktar\u0131ld\u0131. 1\u00c725 d\u00f6nemi net k\u00e2r\u0131 tek seferlik gelir etkisinden ar\u0131nd\u0131r\u0131ld\u0131\u011f\u0131nda, 1\u00c726 net kar\u0131n y\u0131ll\u0131k bazda y\u00fczde 282 art\u0131\u015f g\u00f6sterdi\u011fi belirtildi.Net kardaki sapmada, \u015firketin 60,64 mn TL di\u011fer faaliyetlerden net gelir elde etmesi ve \u00f6zkaynak y\u00f6ntemiyle de\u011ferlenen yat\u0131r\u0131mlardan elde edilen katk\u0131n\u0131n beklentilerin \u00fczerinde ger\u00e7ekle\u015fmesinin etkili oldu\u011fu ifade edildi. Ayr\u0131ca net nakit pozisyonunun ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemindeki 895 mn TL seviyesinden 1\u00c726\u2019da 1,27 mlr TL\u2019ye y\u00fckseldi\u011fi ancak \u00e7eyreklik bazda y\u00fczde 16 geriledi\u011fi aktar\u0131ld\u0131.Genel olarak beklentilerin \u00fczerinde net kar ve g\u00fc\u00e7l\u00fc net nakit pozisyonuna i\u015faret eden 1\u00c726 finansallar\u0131n\u0131n hisse performans\u0131na etkisinin \u201cpozitif\u201d olarak de\u011ferlendirildi\u011fi ifade edildi.<\/p>\n \u00a0 <\/strong> \u0130stanbul, 12 May\u0131s (Hibya) – Halk Yat\u0131r\u0131m taraf\u0131ndan payla\u015f\u0131lan piyasa de\u011ferlendirmelerine g\u00f6re, yurt i\u00e7i finansal piyasalarda tahvil faizlerinde y\u00fckseli\u015f e\u011filimi \u00f6ne \u00e7\u0131karken TL tahvillerde sat\u0131c\u0131l\u0131 seyir izlendi.<\/p>\n","protected":false},"author":1,"featured_media":83474,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-83473","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/83473","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=83473"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/83473\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/83474"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=83473"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=83473"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=83473"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"