G\u00fc\u00e7l\u00fc ihracat ve uzun vadeli potansiyel<\/strong><\/p>\nAra\u015ft\u0131rma kapsam\u0131nda olmayan Otokar \u015firketi ile devam eden operasyonlar\u0131n\u0131 ve gelecekteki beklentilerini tart\u0131\u015fmak \u00fczere web-konferans ger\u00e7ekle\u015ftirdik. T\u00fcrkiyede ve ihracat pazarlar\u0131nda, Otokar savunma sanayi ara\u00e7lar\u0131 ve otob\u00fcs \u00fcreticisi olarak tan\u0131n\u0131r hale geldi\u011fini g\u00f6r\u00fcyoruz. Otokar\u2019\u0131n \u00f6n\u00fcm\u00fczdeki y\u0131llarda yeni b\u00fcy\u00fck dengeli savunma sanayi ara\u00e7 ihaleleri kazanaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. Devam eden ihra\u00e7 pazarlar\u0131ndaki otob\u00fcs talebi ile birlikte yurt i\u00e7indeki talep art\u0131\u015f\u0131 Otokar\u2019\u0131n ciro b\u00fcy\u00fcmesine katk\u0131 sa\u011fl\u0131yor. Otokar gelece\u011fe y\u00f6nelik k\u0131ymetlendirme payla\u015fm\u0131yor, lakin 2020 y\u0131l sonunda KAP a\u00e7\u0131klamalar\u0131nda yer alan z\u0131rhl\u0131 ara\u00e7 sipari\u015fleri ve devam eden 8\u00d78 z\u0131rhl\u0131 ara\u00e7 teslimatlar\u0131n\u0131n, \u015firketin cirosuna de\u011ferli katk\u0131 sa\u011flayaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyoruz. Kar marjlar\u0131n\u0131 da koruyabilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Bizim kestirimlere nazaran Otokar\u2019\u0131n 2021TFD\/FAV\u00d6K \u00e7arpan\u0131 9,4 ve F\/K\u2019s\u0131n\u0131 8,2 olarak hesapl\u0131yoruz. K\u00fcresel benzeri \u015firketler medyan \u00e7arpanlar\u0131 olan s\u0131ras\u0131yla 17,6 ve 20,9\u2019a nazaran derin iskontolarda s\u00fcre\u00e7 g\u00f6r\u00fcyor.<\/p>\n
\u0130hracat taraf\u0131 g\u00fc\u00e7l\u00fc g\u00f6r\u00fcn\u00fcyor. 8\u00d78 z\u0131rhl\u0131 ara\u00e7 teslimatlar\u0131n\u0131n k\u0131ymetli bir k\u0131sm\u0131 tamamlanm\u0131\u015f durumda. Askeri taraftaki yeni potansiyel projeler i\u00e7in \u015firketin \u00e7al\u0131\u015fmalar\u0131 s\u00fcrat kesmeden devam ediyor. Otob\u00fcs taraf\u0131nda, bilhassa Avrupa \u00fclkelerinde ve birtak\u0131m \u00f6b\u00fcr \u00fclkelerde potansiyel otob\u00fcs ihaleleri takip ediliyor. \u0130hracat\u0131n ciro i\u00e7indeki hissesi 2020 y\u0131l\u0131ndaki %76 d\u00fczeyinde olup \u00f6n\u00fcm\u00fczdeki devirde de toplam ciro i\u00e7erisinde k\u0131ymetli bir hisseye sahip olmaya devam edece\u011fini k\u0131ymetlendiriyoruz.<\/p>\n
Yurti\u00e7inde yeni ihaleler takip ediliyor. Belediyelerin a\u00e7t\u0131\u011f\u0131 yahut a\u00e7aca\u011f\u0131 otob\u00fcs ihaleleri de takip ediliyor. Otokar T\u00fcrkiye\u2019de faaliyet g\u00f6sterdi\u011fi otob\u00fcs segmentlerinde pazar hissesi ba\u015fkan\u0131 durumunda.<\/p>\n
Ar-Ge ve esnek \u00fcretim. Var olan Ar-Ge tesisleri ile, ve talepteki de\u011fi\u015fimlere nazaran, \u015firket s\u00fcratli bir bi\u00e7imde pazara yeni eserler getirebiliyor. \u015eirketin sat\u0131\u015flar\u0131nda kendisinin dizayn etti\u011fi ara\u00e7lar\u0131n oran\u0131 %98.<\/p>\n
\u0130stikrarl\u0131 temett\u00fc \u00f6deyen bir \u015firket. Yakla\u015f\u0131k son 20 y\u0131ld\u0131r Otokar her y\u0131l tertipli bir formda temett\u00fc \u00f6demesi yap\u0131yor. Bu trendin \u00f6n\u00fcm\u00fczdeki y\u0131llarda devam etmesini \u00f6ng\u00f6r\u00fcyoruz.<\/p>\n
Yasal \u0130htar<\/strong><\/p>\nBurada yer alan yat\u0131r\u0131m bilgi, yorum ve tavsiyeleri yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 kapsam\u0131nda de\u011fildir. Yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 hizmeti; arac\u0131 kurumlar, portf\u00f6y idare \u015firketleri, mevduat kabul etmeyen bankalar ile m\u00fc\u015fteri ortas\u0131nda imzalanacak yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 kontrat\u0131 \u00e7er\u00e7evesinde sunulmaktad\u0131r. Burada yer alan yorum ve tavsiyeler, yorum ve tavsiyede bulunanlar\u0131n ferd\u00ee g\u00f6r\u00fc\u015flerine dayanmaktad\u0131r. Bu g\u00f6r\u00fc\u015fler mali durumunuz ile risk ve getiri tercihlerinize uygun olmayabilir. Bu nedenle, yaln\u0131zca burada yer alan bilgilere dayan\u0131larak yat\u0131r\u0131m karar\u0131 verilmesi beklentilerinize uygun sonu\u00e7lar do\u011furmayabilir.<\/p>\n
Ak Yat\u0131r\u0131m<\/strong><\/p>\n<\/p>\nPara Tahlil<\/span><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"
G\u00fc\u00e7l\u00fc ihracat ve uzun vadeli potansiyel Ara\u015ft\u0131rma kapsam\u0131nda olmayan Otokar \u015firketi ile devam eden operasyonlar\u0131n\u0131 ve gelecekteki …<\/p>\n","protected":false},"author":1,"featured_media":12352,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[501,2106,2109,107,43],"class_list":["post-12351","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-borsa","tag-arac","tag-otobus","tag-otokar","tag-sirket","tag-yatirim"],"yoast_head":"\n
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