{"id":46550,"date":"2015-11-12T14:09:02","date_gmt":"2015-11-12T11:09:02","guid":{"rendered":"https:\/\/www.enerjigazetesi.ist\/?p=46550"},"modified":"2015-11-12T14:09:02","modified_gmt":"2015-11-12T11:09:02","slug":"dovizdeki-yukselis-elektrigi-carpti","status":"publish","type":"post","link":"https:\/\/www.enerjigazetesi.ist\/en\/dovizdeki-yukselis-elektrigi-carpti\/","title":{"rendered":"(Turkish) D\u00f6vizdeki Y\u00fckseli\u015f Elektri\u011fi \u00c7arpt\u0131…"},"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>

\u00d6zelle\u015ftirme \u0130daresi Ba\u015fkanl\u0131\u011f\u0131 taraf\u0131ndan a\u00e7\u0131lan ihaleler sonucu \u00f6zelle\u015fen elektrik da\u011f\u0131t\u0131m sekt\u00f6r\u00fc, d\u00f6viz kurundaki art\u0131\u015f nedeniyle bir s\u00fcredir zor durumda. Elektrik sekt\u00f6r\u00fcnde hisse devri ve sat\u0131\u015f i\u00e7in g\u00f6r\u00fc\u015fmelerin ba\u015flad\u0131\u011f\u0131 ifade ediliyor.<\/strong><\/p>\n

Son d\u00f6nemde bilhassa dolar kurunda ya\u015fanan rekor art\u0131\u015f ve bozulan ekonomik g\u00f6stergeler nedeniyle elektrik sekt\u00f6r\u00fcnde s\u0131k\u0131nt\u0131l\u0131 g\u00fcnler ya\u015fan\u0131yor. \"dovizdeki-yukselis-elektrigi-carpti\"<\/a>Yaln\u0131zca elektrik da\u011f\u0131t\u0131m ve perakende sekt\u00f6r\u00fcn\u00fcn ihale bedeli kaynakl\u0131 7.7 milyar dolarl\u0131k bor\u00e7 y\u00fck\u00fc bulunuyor. Denetim, vergi ve dan\u0131\u015fmanl\u0131k \u015firketi KPMG\u2019nin T\u00fcrkiye enerji sekt\u00f6r\u00fc raporuna g\u00f6re, kur de\u011fi\u015fikliklerinden k\u00f6t\u00fc etkilenen ve ana i\u015f alan\u0131 in\u015faat gibi elektrik da\u011f\u0131t\u0131m\u0131 d\u0131\u015f\u0131nda olan gruplar\u0131n, sekt\u00f6rden \u00e7\u0131kmak i\u00e7in sat\u0131\u015f aray\u0131\u015f\u0131 veya yeni ortakl\u0131k aray\u0131\u015f\u0131nda olmas\u0131 bekleniyor. KPMG T\u00fcrkiye Vergi B\u00f6l\u00fcm\u00fc Orta\u011f\u0131 Ayhan \u00dcst\u00fcn, \u201cBizim beklentimiz \u015fu y\u00f6nde: \u00d6zelle\u015ftirmeden alan ve bug\u00fcn zarar eden yat\u0131r\u0131mc\u0131lar\u0131n bir k\u0131sm\u0131 ikinci, \u00fc\u00e7\u00fcnc\u00fc el de\u011fi\u015ftirmelere gidecekler. \u015eu an bunun g\u00f6r\u00fc\u015fmelerinin ba\u015flad\u0131\u011f\u0131n\u0131 bile s\u00f6yleyebilirim, hem elektrik da\u011f\u0131t\u0131m, hem \u00fcretiminde. Bunlar art\u0131k bu ko\u015fulda daha fazla devam edemeyeceklerini, ald\u0131klar\u0131n\u0131 i\u015fletemeyeceklerini g\u00f6rd\u00fckleri i\u00e7in gerek yerli, gerek yabanc\u0131 yat\u0131r\u0131mc\u0131larla g\u00f6r\u00fc\u015f\u00fcyorlar\u201d diyor.<\/p>\n

H\u0130SSE DEVR\u0130 \u0130\u00c7\u0130N ARAYI\u015e
\n<\/strong>Ge\u00e7ti\u011fimiz g\u00fcnlerde enerji sekt\u00f6r\u00fcndeki son geli\u015fmelere y\u00f6nelik de\u011ferlendirmeler i\u00e7eren bir rapor a\u00e7\u0131klayan KPMG\u2019nin T\u00fcrkiye Vergi B\u00f6l\u00fcm\u00fc \u015eirket Orta\u011f\u0131 Ayhan \u00dcst\u00fcn ve Dan\u0131\u015fmanl\u0131k B\u00f6l\u00fcm\u00fc K\u0131demli M\u00fcd\u00fcr\u00fc Onur Okutur ile bir araya geldik. Okutur, dolar kurundaki art\u0131\u015f nedeniyle bir s\u00fcredir zor durumda olduklar\u0131n\u0131 ifade eden ve d\u00fczenleme bekleyen elektrik da\u011f\u0131t\u0131m \u015firketleri aras\u0131nda ortakl\u0131k g\u00f6r\u00fc\u015fmesi yapan ve hisse devri i\u00e7in g\u00f6r\u00fc\u015fmeler yapanlar oldu\u011funu s\u00f6yl\u00fcyor. \u00dcst\u00fcn ise \u201cBunlar\u0131n bir k\u0131sm\u0131 \u00e7ok gizli\u2026 \u2018Bu yat\u0131r\u0131m\u0131 yapt\u0131m, \u00fczerinde 700-800 milyon dolar kredi var, y\u00fczde 30-40\u2019\u0131n\u0131 yabanc\u0131 yat\u0131r\u0131mc\u0131ya satabilirsem, gelen para ile kredinin bir k\u0131sm\u0131n\u0131 \u00f6deyebilirim\u2019 diye bakanlar da var\u201d diye ekliyor. \u201cBu aray\u0131\u015f elektrik da\u011f\u0131t\u0131m\u0131nda m\u0131, \u00fcretiminde mi\u201d sorusuna kar\u015f\u0131l\u0131k \u00dcst\u00fcn, \u015f\u00f6yle konu\u015fuyor:<\/p>\n

B\u00dcT\u00c7EYE G\u00d6RE
\n<\/strong>\u201cBenim g\u00f6r\u00fc\u015f\u00fcm hepsinde var ama da\u011f\u0131t\u0131mda ger\u00e7ekle\u015fmesi g\u00fc\u00e7 oluyor. Fiyat b\u00fcy\u00fck oldu\u011fu i\u00e7in konu\u015fabilecekleri m\u00fc\u015fteri say\u0131s\u0131 az. Arkas\u0131nda \u00f6zelle\u015ftirme s\u00fcrecinden kaynaklanan reg\u00fclatif baz\u0131 sorunlar var. Yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n do\u011frudan girmek istedi\u011fi bir alan olmayabiliyor. \u00dcretimde genelde daha kolay. K\u00fc\u00e7\u00fck de var, b\u00fcy\u00fck de var. Herkes kendi b\u00fct\u00e7esine g\u00f6re bir yere gidip g\u00f6r\u00fc\u015febiliyor. Mesela Enerjisa portf\u00f6y\u00fcndeki bir k\u0131s\u0131m santralleri sat\u0131l\u0131\u011fa \u00e7\u0131karm\u0131\u015f; tek tek de, grup halinde de satabilir. Yabanc\u0131 yat\u0131r\u0131mc\u0131 bunu duydu\u011fu zaman ilgisini \u00e7ekiyor. Benim alt\u0131n\u0131 \u00e7izmek istedi\u011fim bir nokta daha var: Yabanc\u0131 yat\u0131r\u0131mc\u0131 profili de\u011fi\u015fti. Bundan 2-3 y\u0131l \u00f6nce genelde bat\u0131dan gelen yabanc\u0131 sermayeyi konu\u015furduk, ABD, \u0130ngiltere, Almanya. Son 1-2 y\u0131ld\u0131r \u00e7al\u0131\u015ft\u0131\u011f\u0131m\u0131z projelerin \u00e7o\u011funda yabanc\u0131 sermaye dedi\u011fimiz, T\u00fcrkiye\u2019nin do\u011fusundan gelen sermaye oldu. Ortado\u011fu\u2019da genelde fonlar ve arkas\u0131nda onlar\u0131 finanse eden aileler var. \u00c7in\u2019den, Japonya\u2019dan gelenler ise \u015firketler.\u201d<\/p>\n

YATIRIMCILAR \u0130\u00c7\u0130N FIRSAT<\/strong>
\nOnur Okutur, enerji sekt\u00f6r\u00fcnde \u00f6zel sekt\u00f6r kredisinin 24 milyar dolar gibi bir rakama ula\u015ft\u0131\u011f\u0131n\u0131 dile getirerek, \u201c24 milyar dolarl\u0131k kredinin batmas\u0131 veya \u00f6denmemesi finans sekt\u00f6r\u00fcn\u00fc de yerinden oynatacak bir rakam. \u015eu anda zor durumda olan, bu kredileri \u00f6deyemeyecek firmalar\u0131 biliyoruz ama onlar\u0131n da \u015f\u00f6yle bir g\u00fcvencesi var: bunu \u00e7\u00f6zecek bir \u015fey yap\u0131lmas\u0131 i\u00e7in \u00e7\u00f6z\u00fcm bulmaya \u00e7al\u0131\u015f\u0131ld\u0131\u011f\u0131n\u0131 biliyorlar. Osmangazi b\u00f6yle bir s\u00fcre\u00e7 i\u015fte. Osmangazi\u2019de \u00c7inlilerin gelip teklif vermesinin bile arkas\u0131nda devletleraras\u0131 g\u00fcven ili\u015fkisi oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyorum \u00e7\u00fcnk\u00fc teklif veren bir kamu \u015firketi\u201d \u015feklinde konu\u015fuyor. \u00c7inlilerin sonradan Osmangazi\u2019den \u00e7ekilmesini sordu\u011fumuzda ise Okutur, \u201c\u00c7\u0131kt\u0131 ama o teklifi vermesi bile T\u00fcrkiye\u2019de \u015fa\u015fk\u0131nl\u0131kla kar\u015f\u0131land\u0131 \u00e7\u00fcnk\u00fc piyasan\u0131n kendi oyuncular\u0131 teklif vermediler. Enerjisa ve CLK zaten yasal s\u0131n\u0131ra ula\u015ft\u0131lar. Yabanc\u0131 yat\u0131r\u0131mc\u0131ya d\u00f6nersek, hala T\u00fcrk enerji piyasas\u0131 cazip bir sekt\u00f6r. Da\u011f\u0131t\u0131m \u015firketlerinin br\u00fct kar\u0131 devlet garantisi alt\u0131nda. S\u00fcrekli nakit tahsilat yapan, d\u00fczenli nakit geliri olan kurulu\u015flar. Pek \u00e7ok yan maliyet tarifeye yans\u0131tabiliyor\u201d diyor. KPMG\u2019nin haz\u0131rlad\u0131\u011f\u0131 raporda da \u015funlar kaydediliyor: \u201cM\u00fc\u015fteri say\u0131lar\u0131 y\u00fcksek elektrik da\u011f\u0131t\u0131m \u015firketleri, gerek yerli gruplar gerekse yabanc\u0131 yat\u0131r\u0131mc\u0131lar i\u00e7in iyi bir f\u0131rsat olu\u015fturuyor. Kur de\u011fi\u015fikliklerinden k\u00f6t\u00fc etkilenen gruplar\u0131n, ana i\u015f alan\u0131 in\u015faat gibi elektrik da\u011f\u0131t\u0131m\u0131 d\u0131\u015f\u0131nda olan gruplar\u0131n, yeni ortakl\u0131klar ya da sekt\u00f6rden \u00e7\u0131kmak i\u00e7in sat\u0131\u015f aray\u0131\u015f\u0131 i\u00e7erisinde olaca\u011f\u0131n\u0131 tahmin ediyoruz. \u00d6zellikle Ocak 2016\u2019da y\u00fcr\u00fcrl\u00fc\u011fe girecek be\u015f y\u0131ll\u0131k \u00dc\u00e7\u00fcnc\u00fc Uygulama D\u00f6nemi ile maliyet ve yat\u0131r\u0131m planlar\u0131 belirlendikten sonra bu firmalara ortakl\u0131k veya sat\u0131n alma tekliflerinin artaca\u011f\u0131n\u0131 bekliyoruz.\u201d<\/p>\n

Haberin Devam\u0131 i\u00e7in t\u0131klay\u0131n\u0131z>>><\/a><\/p>\n

Kaynak: H\u00fcrriyet<\/p>\n

<\/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.\u00d6zelle\u015ftirme \u0130daresi Ba\u015fkanl\u0131\u011f\u0131 taraf\u0131ndan a\u00e7\u0131lan ihaleler sonucu \u00f6zelle\u015fen elektrik da\u011f\u0131t\u0131m sekt\u00f6r\u00fc, d\u00f6viz kurundaki art\u0131\u015f nedeniyle bir s\u00fcredir zor durumda. Elektrik sekt\u00f6r\u00fcnde hisse devri […]<\/p>\n","protected":false},"author":1,"featured_media":46551,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[51,53],"tags":[12314,26842,68,61,19638,1451,2873,63,67,1009,2698,165,5172,26843,2998],"views":676,"_links":{"self":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/46550"}],"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=46550"}],"version-history":[{"count":1,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/46550\/revisions"}],"predecessor-version":[{"id":46552,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/46550\/revisions\/46552"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media\/46551"}],"wp:attachment":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media?parent=46550"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/categories?post=46550"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/tags?post=46550"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}