{"id":23467,"date":"2014-03-05T11:10:05","date_gmt":"2014-03-05T08:10:05","guid":{"rendered":"https:\/\/www.enerjigazetesi.ist\/?p=23467"},"modified":"2014-03-05T11:10:05","modified_gmt":"2014-03-05T08:10:05","slug":"analiz-aksa-enerji-hisseleri-yukselecek","status":"publish","type":"post","link":"https:\/\/www.enerjigazetesi.ist\/en\/analiz-aksa-enerji-hisseleri-yukselecek\/","title":{"rendered":"(Turkish) Analiz: Aksa Enerji Hisseleri Y\u00fckselecek!"},"content":{"rendered":"

Sorry, this entry is only available in Turkish<\/a>. For the sake of viewer convenience, the content is shown below in the alternative language. You may click the link to switch the active language.<\/p>

Oyak Yat\u0131r\u0131m`\u0131n hisseleri borsada i\u015flem g\u00f6ren Aksa Enerji ile ilgili analizinde hisseler i\u00e7in 4.2 TL`lik hedef belirledi. Bu rakam, hisse senetlerinin \u015fu anda y\u00fczde 80`e yak\u0131n bir y\u00fckseli\u015f potansiyeli ta\u015f\u0131d\u0131\u011f\u0131 anlam\u0131na geliyor.<\/strong><\/p>\n

Oyak Yat\u0131r\u0131m`\u0131n raporunda Aksa Enerji`nin \"\"<\/a>y\u0131ll\u0131k net zarar\u0131n\u0131n 133 milyon liraya ula\u015fta\u011f\u0131na i\u015faret edildi. 2013`\u00fcn d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011finde ise 57 milyon lira ile beklentilerin \u00fczerinde bir zarar a\u00e7\u0131klad\u0131\u011f\u0131 kaydedildi. Oyak Yat\u0131r\u0131m`\u0131n 22 milyon lira, piyasan\u0131n ise 36 milyon liral\u0131k bir zarar bekledi\u011fine i\u015faret eden analistlere g\u00f6re beklentilerle ger\u00e7ekle\u015fme aras\u0131ndaki b\u00fcy\u00fck fark, beklentilerin \u00fczerinde gelen kur kayb\u0131ndan kaynakland\u0131.<\/p>\n

\u00dcRET\u0130M A\u00c7I\u011eINI T\u0130CARETLE KAPATTI<\/strong><\/p>\n

Oyak Yat\u0131r\u0131m analistleri, 457 milyon liral\u0131k sat\u0131\u015f geliri ve 73 milyon liral\u0131k vergi amortisman ve faiz giderleri \u00f6ncesi gelirin beklentilerle \u00f6rt\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc vurgulad\u0131. Son \u00e7eyrekteki do\u011falgaz krizi nedeniyle do\u011falgaz santrallerinin \u00fcretimi olumsuz etkilense de Aksa Enerji`nin \u00fcretimde ya\u015fad\u0131\u011f\u0131 a\u00e7\u0131\u011f\u0131 spot piyasadan elektrik ticareti ile kapatt\u0131\u011f\u0131na de\u011finildi.<\/p>\n

D\u00dc\u015e\u00dcK TALEP SATI\u015eLARI Y\u00dcZDE 7 AZALTTI<\/strong><\/p>\n

Elektrik talebinin d\u00fc\u015f\u00fck seyretmesinin \u015firketin toplam sat\u0131\u015f hacmini y\u00fczde 7 a\u015fa\u011f\u0131 \u00e7ekti\u011fine i\u015faret edilen Oyak Yat\u0131r\u0131m Raporu`nda, Aksa Enerji`nin 2014 G\u00f6r\u00fcn\u00fcm\u00fc \u015f\u00f6yle ifade edildi:
\n“2014 y\u0131l\u0131nda serbest t\u00fcketici limitinin y\u00fczde 50\u2019lik beklentinin aksine y\u00fczde 10 oran\u0131nda d\u00fc\u015f\u00fcr\u00fclm\u00fc\u015f olmas\u0131 Aksa Enerji\u2019nin m\u00fc\u015fteri taban\u0131n\u0131 geni\u015fletme hedefinde gecikme ya\u015famas\u0131na sebep olabilir. Bunun yan\u0131 s\u0131ra, milli gelirdeki d\u00fc\u015f\u00fck b\u00fcy\u00fcme beklentileri 2014 y\u0131l\u0131 elektrik talebindeki b\u00fcy\u00fcmenin de s\u0131n\u0131rl\u0131 kalaca\u011f\u0131 endi\u015fesini beraberinde getirmektedir.<\/p>\n

Di\u011fer taraftan barajlardaki doluluk oranlar\u0131n\u0131n son 10 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyeye gelmi\u015f olmas\u0131 hidro \u00fcretiminde d\u00fc\u015fe\u015fe ve dolay\u0131s\u0131yla spot piyasa fiyatlar\u0131n\u0131n y\u00fckselmesine sebep olacakt\u0131r. Bu durum AKSEN i\u00e7in olumludur. Ayr\u0131ca, yetkililerin bu y\u0131l i\u00e7in a\u015f\u0131r\u0131 yaz olaca\u011f\u0131 beklentisi so\u011futma ama\u00e7l\u0131 elektrik kullan\u0131m\u0131nda art\u0131\u015f olaca\u011f\u0131n\u0131 haber vermektedir. Sonu\u00e7 olarak, 2014 y\u0131l\u0131 elektrik piyasas\u0131nda dura\u011fan talep ve hafif y\u00fckselen fiyat trendi \u00f6ng\u00f6r\u00fcyoruz. Aksa Enerji FAV\u00d6K\u2019\u00fcn\u00fcn y\u0131ll\u0131k bazda y\u00fczde 6 artarak 330 milyon liraya ula\u015fmas\u0131n\u0131 beklemekteyiz.”<\/p>\n

TEMEL R\u0130SK F\u0130YAT BEL\u0130RS\u0130ZL\u0130\u011e\u0130<\/strong><\/p>\n

Oyak Yat\u0131r\u0131m analistleri, Aksa Enerji i\u00e7in gelece\u011fe d\u00f6n\u00fck riskleri ise \u015f\u00f6yle \u00f6zetledi:
\n“\u015eirket de\u011ferlememizdeki temel risk, elektrik ve do\u011falgaz fiyatlar\u0131ndaki fiyat art\u0131\u015f\u0131n\u0131n zaman ve miktar\u0131ndaki belirsizliktir. Zamlar\u0131n bizim \u00f6ng\u00f6r\u00fcm\u00fcz olan Ekim\u2019den \u00f6nce, Nisan ay\u0131nda yap\u0131lmas\u0131 halinde hedef fiyat\u0131m\u0131z y\u00fczde 15 civar\u0131nda d\u00fc\u015f\u00fc\u015f g\u00f6sterebilir. AKSEN i\u00e7in “Endeksin \u00dczerinde Getiri\u201d tavsiyemizi koruyoruz. Yeni hedef fiyat\u0131m\u0131z 4.12 TL\u2019dir ve de\u011ferlememiz y\u00fczde 79\u2019luk y\u00fckseli\u015f potansiyeline i\u015faret etmektedir.”<\/p>\n

Kaynak: Enerji G\u00fcnl\u00fc\u011f\u00fc<\/a><\/p>","protected":false},"excerpt":{"rendered":"

Sorry, this entry is only available in Turkish. For the sake of viewer convenience, the content is shown below in the alternative language. You may click the link to switch the active language.Oyak Yat\u0131r\u0131m`\u0131n hisseleri borsada i\u015flem g\u00f6ren Aksa Enerji ile ilgili analizinde hisseler i\u00e7in 4.2 TL`lik hedef belirledi. Bu rakam, hisse senetlerinin \u015fu anda […]<\/p>\n","protected":false},"author":1,"featured_media":23468,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[53],"tags":[1571,8699,63,67,1009,165,13272,13271],"views":891,"_links":{"self":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/23467"}],"collection":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/comments?post=23467"}],"version-history":[{"count":2,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/23467\/revisions"}],"predecessor-version":[{"id":23470,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/23467\/revisions\/23470"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media\/23468"}],"wp:attachment":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media?parent=23467"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/categories?post=23467"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/tags?post=23467"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}