{"id":40,"date":"2020-11-08T12:02:00","date_gmt":"2020-11-08T09:02:00","guid":{"rendered":"https:\/\/baytutumlu.com\/index.php\/2020\/11\/08\/deva-2020-3-ceyrek-bilanco\/"},"modified":"2023-01-25T22:41:47","modified_gmt":"2023-01-25T19:41:47","slug":"deva-2020-3-ceyrek-bilanco","status":"publish","type":"post","link":"https:\/\/baytutumlu.com\/index.php\/2020\/11\/08\/deva-2020-3-ceyrek-bilanco\/","title":{"rendered":"Deva 2020\/3.\u00c7eyrek Bilan\u00e7o"},"content":{"rendered":"
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Deva Holding 2020 3. \u00c7eyrekte beklentilerin \u00fczerinde bir performansla 141.9 mn tl net efk ve 197.4 mn tl net kar a\u00e7\u0131klad\u0131. \u00c7eyreklik sat\u0131\u015flar ve net esas faaliyet kar\u0131na bakt\u0131\u011f\u0131m\u0131zda m\u00fckemmel ge\u00e7en 2020 ilk \u00e7eyre\u011fin ard\u0131ndan ikinci en iyi \u00e7eyrek diyebiliriz.\u00a0<\/span><\/p>\n

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Net kar taraf\u0131nda ise y\u00fcksek oranda kambiyo etkisini g\u00f6r\u00fcyoruz. \u015eirket sadece 3. \u00e7eyrekte 71 mn tl kur fark\u0131 kar\u0131 yazm\u0131\u015f durumda. Yabanc\u0131 para pozisyonunun net sat\u0131\u015flara oran\u0131 d\u00fczenli bir art\u0131\u015fla 2019 ilk \u00e7eyrekte %12’den 2020 \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte %33’e ula\u015fm\u0131\u015f durumda. \u015eirketin 642 mn tl yabanc\u0131 para pozisyonu ve sadece 77 mn tl yabanc\u0131 para y\u00fck\u00fcml\u00fcl\u00fc\u011f\u00fc bulunuyor.\u00a0<\/span><\/div>\n
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Kayd\u0131r\u0131lm\u0131\u015f ve d\u00f6nemsel sat\u0131\u015flara bakt\u0131\u011f\u0131m\u0131zda da y\u00fckseli\u015f trendini g\u00f6rebiliyoruz. Hisse ba\u015f\u0131 kar 2.85 tl ile tarihi zirvelerinde bulunuyor. \u015eirket esas faaliyet giderlerini de 2019 ba\u015f\u0131ndan beri d\u00fczenli olarak kontrol alt\u0131nda tutarak sat\u0131\u015flar\u0131n maliyetini a\u015fa\u011f\u0131 \u00e7ekmeyi ba\u015farm\u0131\u015f durumda. Br\u00fct kar marj\u0131 %53.5 gibi rekor bir seviyede. FAV\u00d6K marj\u0131 %34.6, net kar marj\u0131 %33.8, \u00f6zkaynak karl\u0131l\u0131\u011f\u0131 ise %47.3 seviyes\u0131nde bulunuyor. \u015eirket faaliyet raporunda \u015firketin pandemi d\u00f6neminde pazarlama faaliyetlerinde aksamalar oldu\u011funu buna ra\u011fmen sat\u0131\u015flara \u00f6nemli bir etkisi olmad\u0131\u011f\u0131n\u0131 belirtmi\u015f.<\/span><\/p>\n<\/div>\n

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Bor\u00e7luluk k\u0131sm\u0131 makul seviyelerde, cari oran 2.1 likidite oran\u0131 ise 1.3. Bor\u00e7\/\u00f6zkaynak oran\u0131 son bilan\u00e7oya g\u00f6re %46. Piyasa \u00e7arpanlar\u0131 da son d\u00f6nemde bir miktar y\u00fckselmi\u015f durumda. Hisse fiyat\u0131 y\u0131l ba\u015f\u0131nda beri 2.5 kat de\u011fer kazand\u0131. Fakat \u015firketin FK’s\u0131 artan net kar\u0131n etkisiyle 5.4’ten 8.2’ye y\u00fckseldi. FD\/FAV\u00d6K 8.7, Fiyat\/Net Sat\u0131\u015flar ise 2.8 seviyesinde. 2017 \u00f6nesinde karl\u0131l\u0131k d\u00fc\u015f\u00fckken FK olarak pahal\u0131 fiyatlanan \u015firket 2018 sonras\u0131nda karl\u0131l\u0131\u011f\u0131n\u0131 art\u0131rmas\u0131yla FK oranlar\u0131 da d\u00fc\u015fm\u00fc\u015ft\u00fc. 2020 itibariyle ise eski seviyeleri kadar olmasa da elde edilen karlar\u0131n piyasa de\u011ferine yans\u0131d\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. \u00d6zellikle \u00f6zsermaye karl\u0131l\u0131\u011f\u0131n\u0131n %15’lerden %40’lara \u00e7\u0131kmas\u0131yla piyasa de\u011feri\/defter de\u011feri de ciddi oranda artm\u0131\u015f durumda.<\/p>\n<\/div>\n

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2021 beklentilerine gelecek olursak, bilindi\u011fi gibi her y\u0131l\u0131n ba\u015f\u0131nda ila\u00e7 zamm\u0131 a\u00e7\u0131klan\u0131yor ve \u015firketin karl\u0131l\u0131\u011f\u0131n\u0131 b\u00fcy\u00fck oranda bu a\u00e7\u0131klanan ila\u00e7 zamm\u0131 belirliyor. Y\u0131l i\u00e7erisindeki ortalama euro kuruna g\u00f6re belirli hesaplamalar yap\u0131larak belirlenen bu zam oran\u0131n\u0131n takip edilmesi \u015firketin karl\u0131l\u0131\u011f\u0131n\u0131 takip etmede \u00f6nemli olacakt\u0131r. Ayr\u0131ca \u015firketin lisans s\u00fcresi dolan ila\u00e7lar\u0131n jenerik yerli versiyonlar\u0131n\u0131 \u00fcreterek piyasaya s\u00fcrmesi karl\u0131l\u0131\u011fa olumlu etki yapmakta. Kutu baz\u0131nda y\u0131llard\u0131r pazar ikincili\u011fini koruyan \u015firket, ciro baz\u0131nda ise yedinci durumda. Arge \u00e7al\u0131\u015fmalar\u0131 kapsam\u0131nda 19 T\u00fcbitak onayl\u0131 projesi mevcut. \u00d6zellikle katma de\u011feri y\u00fcksek, kutu baz\u0131nda pahal\u0131 ila\u00e7lar\u0131n \u00fcretilmesi ve sgk geri \u00f6demesi kapsam\u0131na al\u0131nmas\u0131yla karl\u0131l\u0131\u011f\u0131n artmas\u0131n\u0131 bekleyebiliriz.\u00a0<\/span><\/p>\n

Bay Tutumlu<\/p>\n<\/div>\n


\n<\/span>Yukar\u0131da payla\u015f\u0131lan bilgiler kabaca bilan\u00e7o verilerinin yorumlanmas\u0131 olup kesinlikle yat\u0131r\u0131m tavsiyesi ve yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 kapsam\u0131nda de\u011fildir.<\/b>
\n<\/span>Yaz\u0131n\u0131n yaz\u0131ld\u0131\u011f\u0131 tarihte DEVA \u015firketinde yat\u0131r\u0131m\u0131m bulunmaktad\u0131r.\u00a0<\/b>
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Deva Holding 2020 3. \u00c7eyrekte beklentilerin \u00fczerinde bir performansla 141.9 mn tl net efk ve 197.4 mn tl net kar a\u00e7\u0131klad\u0131. \u00c7eyreklik sat\u0131\u015flar ve net…<\/p>\n","protected":false},"author":2,"featured_media":297,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","enabled":false}}},"categories":[5,4,15],"tags":[],"class_list":["post-40","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-borsa","category-hisse-senedi","category-yatirim","entry","double"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2020\/11\/deva.jpeg?fit=320%2C178&ssl=1","jetpack-related-posts":[],"jetpack_sharing_enabled":true,"jetpack_likes_enabled":true,"_links":{"self":[{"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/posts\/40","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/comments?post=40"}],"version-history":[{"count":1,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/posts\/40\/revisions"}],"predecessor-version":[{"id":298,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/posts\/40\/revisions\/298"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/media\/297"}],"wp:attachment":[{"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/media?parent=40"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/categories?post=40"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/tags?post=40"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}