IMKB ŞİRKETLERİNİN BEDELSİZ VERME POTANSİYELLERİ (2010/09 verileri ile)

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1 KONYA KONYA ÇİMENTO 4,873,440-61,484,151-11,554, ,261,051 23,372, ,745,202 6,561.0 BRISA BRİSA 7,441, ,351,721-25,760,116 6,301,922 35,122, ,653,643 4,806.0 KARTN KARTONSAN 2,837,014-93,298,657-22,948,260 37,915,921 13,042, ,214,578 4,625.1 BAGFS BAGFAŞ 3,000,000-60,057,265-7,749,935 68,179,276 25,996, ,236,541 4,274.6 EGGUB EGE GÜBRE 2,008,800-67,495,762-1,881,804 13,802,789 11,148,489 81,298,551 4,047.1 NETAS NETAŞ TELEKOM. 6,486, ,360,695-6,827,475 47,331,562 18,132, ,692,257 3,201.9 GOLTS GÖLTAŞ ÇİMENTO 7,200,000-97,163,858-21,100, ,378,781 2,910, ,542,639 3,104.8 GOODY GOOD-YEAR 11,917,664-84,110,724-2,341, ,238,566 11,372, ,349,290 2,058.7 ALCAR ALARKO CARRIER 10,800,000-25,970,596-4,028, ,390,636 2,789, ,361,232 1,762.6 ALGYO ALARKO GMYO 10,650,794-55,506,913-1,460, ,618, , ,125,829 1,691.2 AFYON AFYON ÇİMENTO 3,000,000-16,732, ,440 32,143, ,705 48,875,538 1,629.2 CMBTN ÇİMBETON 1,770,000-36,341, ,038-12,387,992-4,116,104 23,953,857 1,353.3 BRSAN BORUSAN MANNESMANN 28,350, ,862,717-6,312,921 49,993,462-14,196, ,856,179 1,308.1 BSHEV BSH EV ALETLERİ 42,000, ,427,940-43,026, ,867, ,563, ,295,690 1,198.3 PKENT PETROKENT TURİZM 1,036,800-34,820, ,609-22,498,525 1,312,561 12,322,433 1,188.5 ASLAN ASLAN ÇİMENTO 6,425, ,227,638-34,837,013-26,462, ,958 74,764,640 1,163.5 KENT KENT GIDA 28,977,661-38,943,796-5,700, ,168,036-21,576, ,111,832 1,111.6 TUPRS TÜPRAŞ 250,419,200-1,377,093, ,210,000 1,369,865, ,510,000 2,746,958,000 1,096.9 ITTFH İTTİFAK HOLDİNG 30,000, ,114,825-1,208,715 66,899,216 3,833, ,014,041 1,063.4 EGEEN EGE ENDÜSTRİ 3,150,000-26,119,105-1,687,635 5,044,782 3,819,736 31,163, ECZYT ECZACIBAŞI YATIRIM 70,000, ,971,086-10,973, ,913,421 17,177, ,884, YAZIC YAZICILAR HOLDİNG 160,000,000-8,585,000-16,063,000 1,374,765, ,767,000 1,383,350, MRSHL MARSHALL 10,000,000-34,849,638-7,880,725 50,106,538 16,387,889 84,956, CARFA CARREFOURSA (A) 68,052, ,803, ,423,272-61, ,227, CARFB CARREFOURSA (B) 45,368, ,202, ,282,181-41, ,484, TRGYO TORUNLAR GMYO 224,000, ,279,000 1,621,789, ,539,000 1,621,789, ERBOS ERBOSAN 5,220,000-28,365,608-6,125,966 8,181,813 4,799,781 36,547, BURCE BURÇELİK 648,000-7,092, ,035-2,624,758-1,244,873 4,467, BRYAT BORUSAN YAT. PAZ. 28,125, ,919,330-3,263,496 56,213,190 15,207, ,132, MAALT MARMARİS ALTINYUNUS 5,515,536-56,769, ,158,023 2,371,784 35,611, SKTAS SÖKTAŞ 13,560,000-28,098,548-9,887,073 59,197, ,488 87,296, PNSUT PINAR SÜT 44,951, ,483,190-22,873, ,172,073 48,594, ,655, ADEL ADEL KALEMCİLİK 7,875,000-13,374,985-5,450,104 26,853,310 24,551,447 40,228, ASUZU ANADOLU ISUZU 25,419,707-86,901,880-13,661,519 40,352,286-5,644, ,254, OTKAR OTOKAR 24,000,000-52,743,030-16,738,147 59,241,787 7,292, ,984, NUGYO NUROL GMYO 10,000,000-10,941,240-1,671,180 35,556,602 1,606,721 46,497, BTCIM BATI ÇİMENTO 70,840, ,749,217-17,513, ,343,430 10,490, ,092, SAHOL SABANCI HOLDİNG 2,040,403,931-3,739,116, ,295,000 5,009,528,000 1,186,140,000 8,748,644, ATEKS AKIN TEKSTİL 25,200, ,790,087-3,042, ,296-7,633, ,437, ALTIN ALTINYILDIZ 40,000, ,943,154-23,989,963 34,503,765 29,003, ,446, CIMSA ÇİMSA 135,084,442-84,044,256-89,441, ,597,985 85,672, ,642, OLMKS OLMUKSA 32,602,500-90,564,317-6,084,271 36,587,226 14,781, ,151,

2 CMENT ÇİMENTAŞ 87,112,463-20,069,000-6,392, ,862,000 6,871, ,931, SARKY SARKUYSAN 50,000, ,933,645-12,795,733 79,790,270 9,840, ,723, AEFES ANADOLU EFES 450,000,000-82,205, ,442,000 1,601,674, ,584,000 1,683,879, AYCES ALTINYUNUS ÇEŞME 16,756,740-71,906, ,920-13,921, ,168 57,985, ALKIM ALKİM KİMYA 24,725,000-26,909,044-15,611,511 57,258,664 10,622,291 84,167, AYGAZ AYGAZ 300,000, ,755, ,230, ,152, ,587,000 1,017,907, TTRAK TÜRK TRAKTÖR 53,369,000-39,014,356-59,969, ,669, ,655, ,684, PTOFS PETROL OFİSİ 577,500, ,738, ,354,586 1,050,281, ,960,259 1,925,019, NUHCM NUH ÇİMENTO 150,213, ,046, ,564,873 35,277, ,564, PETUN PINAR ET VE UN 43,335,000-76,526,735-15,063,386 66,972,571 30,531, ,499, ULKER ÜLKER BİSKÜVİ 268,600, ,750,155-36,431, ,450,829 80,909, ,200, INTEM İNTEMA 4,860,000-59,133, ,994-43,265, ,312 15,868, AKMGY AKMERKEZ GMYO 13,700,000-27,745,263-33,334,115 15,139,347 22,850,527 42,884, DENCM DENİZLİ CAM 6,000,000-20,891, ,200-3,291, ,035 17,600, PINSU PINAR SU 12,789,345-27,152,702-3,671,061 10,263,932 5,000,449 37,416, AKSUE AKSU ENERJİ 8,352,000-12,968,497-1,406,793 10,243,341 2,368,434 23,211, IZOCM İZOCAM 24,534,143-25,856,460-24,358,885 41,972,182 24,781,127 67,828, ARCLK ARÇELİK 675,728, ,437, ,445, ,171, ,610,000 1,808,608, AKCNS AKÇANSA 191,447, ,656,966-87,576, ,189,597 50,626, ,846, AKSA AKSA 185,000, ,174,673-48,522, ,831,779 27,983, ,006, KCHOL KOÇ HOLDİNG 2,415,141, ,746,000-2,282,569,000 5,098,274,000 1,424,788,000 6,074,020, SANKO SANKO PAZARLAMA 36,225, ,554, ,822,353 6,252,435 89,732, ALARK ALARKO HOLDİNG 223,467,000-58,244-5,470, ,353,290 41,123, ,411, THYAO TÜRK HAVA YOLLARI 1,000,000,000-1,123,808,032-39,326,341 1,278,855, ,552,154 2,402,663, PIMAS PİMAŞ 18,000,000-72,668,868-5,671,981-30,149,395 2,212,001 42,519, TCELL TURKCELL 2,200,000, ,044,000 5,105,661,000 1,402,519,000 5,105,661, ECILC ECZACIBAŞI İLAÇ 548,208, ,253, ,415, ,322,000 40,011,000 1,233,575, CCOLA COCA COLA İÇECEK 254,370,782-1,223,000-95,684, ,188, ,314, ,411, VKGYO VAKIF GMYO 20,800,000-21,599,008-1,593,673 24,314,795 3,741,563 45,913, DOAS DOĞUŞ OTOMOTİV 220,000, ,140,000-32,013, ,720, ,929, ,860, GUBRF GÜBRE FABRİK. 83,500, ,760, ,151 5,645,297 40,392, ,980, ,034, KNFRT KONFRUT GIDA 6,600,000-6,231, ,050 7,168,902 2,564,924 13,400, FROTO FORD OTOSAN 350,910,000-29,096, ,783, ,270, ,620, ,367, USAK UŞAK SERAMİK 14,445,310-25,226,848-61,209 2,835,098 1,312,898 28,061, KUTPO KÜTAHYA PORSELEN 39,916,800-20,215, ,714 51,857,437 1,730,358 72,073, TKFEN TEKFEN HOLDİNG 370,000,000-62,184,000-53,602, ,948, ,236, ,132, TOASO TOFAŞ OTO. FAB. 500,000, ,382,000-77,047, ,699, ,722, ,081, TRCAS TURCAS PETROL 225,000,000-41,247,788-26,996, ,325,272 67,246, ,573, IHGZT İHLAS GAZETECİLİK 80,000,000-78,494, ,185 41,839,375 4,874, ,334, SISE ŞİŞE CAM 1,144,000, ,860,422-39,733,497 1,460,701, ,528,317 1,697,562, CLEBI ÇELEBİ 24,300, ,328,846 35,636,572 27,353,819 35,636, EREGL EREĞLİ DEMİR CELİK 1,600,000, ,606,129-1,696,170,542 1,537,874, ,772,893 2,309,480,

3 VESTL VESTEL 335,456, ,481,000-51,375, ,282,000 14,885, ,199, ASELS ASELSAN 235,224, ,773,042-29,813, ,714, ,756, ,487, DMSAS DEMISAŞ DÖKÜM 28,000,000-21,366,128-2,377,360 17,656,817 3,183,018 39,022, ENKAI ENKA İNŞAAT 2,200,000, ,304, ,615,000 2,847,601, ,217,000 3,018,905, IZMDC İZMİR DEMİR ÇELİK 150,000, ,763,962-20,322,687 32,311,690 13,232, ,075, COMDO COMPONENTA DÖKÜMCÜLÜK 66,844,800-45,195,347-23,240,986 40,554,048 13,769,534 85,749, KAREL KAREL ELEKTRONİK 37,500, ,836,443 47,976,174 9,976,500 47,976, BSOKE BATISÖKE ÇİMENTO 78,750,000-59,824,631-9,871,707 39,032,918 5,468,101 98,857, PARSN PARSAN 77,112,000-67,594,342-15,460,134 27,737, ,661 95,331, ISGSY İŞ GİRİŞİM 50,400,000-21,627,017-6,904,334 39,338,636 11,019,375 60,965, DITAS DİTAŞ DOĞAN 10,000,000-15,137,609-93,200-3,050,268-1,015,624 12,087, AGYO ATAKULE GMYO 84,000,000-34,771,919-4,357,699 63,563,971 7,894,968 98,335, BFREN BOSCH FREN SİSTEMLERİ 2,500,000-28,136, ,230-25,264,500 2,505,041 2,872, DERIM DERİMOD 5,400, , ,874 5,548, ,577 6,045, KRTEK KARSU TEKSTİL 35,100,498-15,889, ,327 22,016,224 2,384,397 37,905, AKFEN AKFEN HOLDİNG 145,500, ,514,000-13,884, ,261,000 14,907, ,747, ISGYO İŞ GMYO 450,000, ,146,090-11,015, ,516,789 36,262, ,662, GOZFN GÖZDE FİNANSAL HİZ. 35,529,030-36,258, ,230 36,258, YKGYO YAPI KREDİ KORAY GMYO 40,000,000-91,449,175-54,349-51,563,683-3,882,394 39,885, PRKME PARK ELEK.MADENCİLİK 148,867,243 6,175,274 35,163,211-9,321, ,130,686 18,622, ,469, GSDHO GSD HOLDİNG 250,000,000-94,904,000-6,609, ,491,000 19,088, ,395, ANACM ANADOLU CAM 346,248,380-41,211,520-26,024, ,603,907 81,111, ,815, TRKCM TRAKYA CAM 603,200,000-42,277-87,168, ,273, ,917, ,315, SODA SODA SANAYİİ 254,100,000-5,721,462-19,896, ,311,291 41,391, ,032, DESPC DESPEC BİLGİSAYAR 11,500, ,882,578 10,024,960 5,960,628 10,024, MUTLU MUTLU AKÜ 56,700, ,698-4,130,360 46,038,101 12,860,389 46,985, VESBE VESTEL BEYAZ EŞYA 190,000,000-9,734,000-35,067, ,916,000 30,102, ,650, BAKAB BAK AMBALAJ 36,000, ,305 28,515,118 7,210,669 28,515, GOLDS GOLDAS KUYUMCULUK 120,000,000-52,548, ,399,306 3,427,605 94,947, UCAK USAŞ 34,200,000-10,340,165-17,582,687 16,209,344-1,256,175 26,549, ALKA ALKİM KAĞIT 52,500,000-32,414,361-2,394,393 7,721,858 4,657,264 40,136, DGGYO DOĞUŞ GE GMYO 93,780, ,372 71,300,570 4,440,558 71,300, BUCIM BURSA ÇİMENTO 105,815,808-1,676,209-32,447,370 78,091,165 5,539,382 79,767, DGATE DATAGATE BİLGİSAYAR 10,000, ,635,829 6,850,645 1,847,848 6,850, AKENR AK ENERJİ 375,814, ,106, ,373,853-2,491, ,373, GENTS GENTAŞ 58,631,040-5,565,343-2,585,823 33,660,635 8,270,485 39,225, IDAS İDAŞ 24,000,000-28,279, ,752-12,284,504-7,790,719 15,994, YATAS YATAŞ 17,010,000-14,161, ,784-3,134, ,194 11,027, INDES İNDEKS BİLGİSAYAR 56,000, ,113-5,109,837 36,055,067 11,356,374 36,296, ESCOM ESCORT TEKNOLOJİ 11,010,000-6,517, ,393 1,150,189 6,961, EGPRO EGE PROFİL 59,566,900-14,446,240-3,886,922 19,497,926 12,040,011 33,944, EDIP EDİP GAYRİMENKUL 50,000,000-45,301,980-2,067,777-17,537,257 1,152,617 27,764,

4 EKIZ EKİZ YAĞ SANAYİİ 7,177,729-10,167, ,908-6,190,377 56,664 3,977, ADANA ADANA ÇİMENTO (A) 88,178,885-45,318,772-20,775,920 2,052,182 27,129,363 47,370, ADBGR ADANA ÇİMENTO (B) 82,667,705-42,486,349-19,477,425 1,923,921 18,086,242 44,410, ADNAC ADANA ÇİMENTO (C) 165,335,410-84,972,697-38,954,850 3,847,841 5,023,956 88,820, FENIS FENİŞ ALÜMİNYUM 34,000,000-15,053,226-1,561,192 2,967,419 3,666,592 18,020, BRMEN BİRLİK MENSUCAT 24,786,000-50,602,331-2,256,045-37,850,526 2,161,743 12,751, DOBUR DOĞAN BURDA 19,559, ,623,921-3,880,134 12,462,910 3,826,260 9,838, ISMEN İŞ Y. MEN. DEĞ. 200,000,000-3,422,486-14,464,448 97,182,296 46,209, ,604, FONFK FON FİN. KİR. 46,846, ,557,000 2,976,000 23,557, ARSAN ARSAN TEKSTİL 47,050,000-69,669, ,994-47,209,093-12,917,433 22,460, PETKM PETKİM 1,000,000, ,852, ,589,752 94,454, ,262, AYEN AYEN ENERJİ 119,610, ,547,598 54,057,021 28,479,200 54,057, YUNSA YÜNSA 29,160,000-30,657,866-2,944,563-17,893,696 3,723,730 12,764, GEREL GERSAN ELEKTRİK 13,482,000-3,737, ,054 2,040, ,738 5,778, ANELE ANEL ELEKTRİK 110,000,000-1,155,299-1,219,058 45,930,668 28,949,878 47,085, TSGYO TSKB GMYO 150,000, ,670 63,980,053 6,339,108 63,980, BANVT BANVİT 100,023,579-6,348,821-9,430,824 36,268,014 72,784,106 42,616, ARMDA ARMADA BİLGİSAYAR 12,000, ,962 5,027,484 4,199,203 5,027, SELEC SELÇUK ECZA DEPOSU 621,000, ,709, ,434, ,490, ,434, RANLO RAN LOJİSTİK 20,000, ,311 7,158, ,548 7,158, DGZTE DOĞAN GAZETECİLİK 105,000,000-45,910,057-1,619,190-10,350,341 3,702,381 35,559, CELHA ÇELİK HALAT 16,500, ,524 5,522,085 3,471,044 5,522, BIMAS BİM MAĞAZALAR 151,800,000-15,704,000-51,599,000 35,071, ,862,000 50,775, TUDDF T.DEMİR DÖKÜM 54,000,000-70,499,320-9,177,300-52,606,514-17,555,688 17,892, UNYEC ÜNYE ÇİMENTO 123,586,411-31,040,805-44,504,375 7,719,865 30,603,121 38,760, KRSTL KRİSTAL KOLA 48,000,000-19,199, ,468-6,564,304-1,532,755 12,635, ISYHO IŞIKLAR YAT. HOLDİNG 140,000,000-32,047,360-1,518,777 2,493, ,266 34,541, CEMTS ÇEMTAŞ 100,975,680-7,127,168-8,311,234 17,699,795-4,496,526 24,826, DOHOL DOĞAN HOLDİNG 2,450,000, ,473,000-38,967, ,173,000-16,074, ,646, MNDRS MENDERES TEKSTİL 184,000, ,133-4,831,054 42,558,269 6,065,533 43,043, UYUM UYUM GIDA 20,000,000-1,069,886-5,676,520 3,268, ,685 4,338, SKPLC ŞEKER PİLİÇ 22,000,000-11,599, ,599-7,588,030 5,240,710 4,011, EGSER EGE SERAMİK 75,000,000-24,778, ,820-11,872,646 17,861,280 12,905, TATKS TAT KONSERVE 136,000,000-22,093,359-60,404 1,021,765 22,421,091 23,115, MGROS MİGROS TİCARET 178,030, ,856,000 27,960, ,132,000 27,960, HURGZ HÜRRİYET GZT. 552,000, ,560,725 73,978,037 21,084,136 73,978, DESA DESA DERİ 49,221,970-5,500, , ,684-1,897,369 6,248, ACIBD ACIBADEM SAĞLIK 100,000, ,071,512 12,609,184 35,174,244 12,609, EKGYO EMLAK KONUT GMYO 2,500,000, ,882, ,889, ,319, ,889, MEMS1 MENSA (Oydan Yoksun) 70,000,000-68,688, ,171,449 3,291,716 8,517, MEMSA MENSA 92,000,000-90,276, ,082,475 4,326,255 11,194, GEDIK GEDİK Y. MEN. DEĞ. 36,000, ,514,675 4,355,080 9,802,805 4,355,

5 PKART PLASTİKKART 22,750,000-2,739, ,426 2,739, AKSEN AKSA ENERJİ 577,500, ,641,197 69,482,913 88,545,777 69,482, PRKAB TÜRK PRYSMİAN KABLO 112,233, ,656,089 13,453,478-2,633,704 13,453, IHLAS İHLAS HOLDİNG 395,200,000-19,820,665-16,047,711 25,642,657-3,554,501 45,463, FVORI FAVORİ DİNLENME YER. 55,301,391-38,163, ,109-32,337,363-2,118,355 5,825, TEKTU TEK-ART TURİZM 145,817, ,065, ,479-92,879,205 1,385,325 15,185, ANELT ANEL TELEKOM 50,000,000-3,091,750-1,278,719 1,365,327-10,370,969 4,457, EGCYH EGELİ&CO YATIRIM HOLDİNG 20,000, , ,095 1,343, ,875 1,595, NTTUR NET TURİZM 200,000,000-60,330, ,080-46,793,506 32,211,205 13,536, HZNDR HAZNEDAR REFRAKTER 10,500,000-6,544,381-1,522,852-5,865, , , MRDIN MARDİN ÇİMENTO 109,524, ,295,718 6,039,771 52,361,892 6,039, METRO METRO HOLDİNG 300,000,000-18,581, ,696-4,457,295 27,857,200 14,123, BOLUC BOLU ÇİMENTO 143,235,330-2,599,733-28,591,747 3,958,312 8,634,071 6,558, DEVA DEVA HOLDİNG 180,070, ,080, ,864, ,285,387 11,438,750 7,795, HATEK HATAY TEKSTİL 21,000, , , , , RYSAS REYSAŞ LOJİSTİK 110,000,000-40,861-4,471,625 4,127,855 12,767,682 4,168, MANGO MANGO GIDA 10,000,000-9,686-68, ,148 2,600, , SNPAM SÖNMEZ PAMUKLU 79,931,250-21,966, ,936, ,674 1,030, LATEK LATEK LOJİSTİK 39,500, ,592, ,271 4,206, , OZGYO ÖZDERİCİ GMYO 100,000, , , , , , KLMSN KLİMASAN KLİMA 30,000, ,938 31,475 10,152,901 31, FMIZP F-M İZMİT PİSTON 14,276,790-1,073-4,102,208-3,710,205 1, NOTLAR 1. Kardan Ayrılmış 'in, kanun veya sözleşme kaynaklı zorunluluklar nedeniyle veya kar dağıtımı dışındaki belli amaçlar için ayrılmış yedekler olması nedeniyle, olası bir Bedelsiz ında ne kadarlık bölümünün kullanılacağı bilinmemektedir. Bu nedenle de Bedelsiz Verme Potansiyeli sütunundaki hesaplamaya dahil edilmemiştir. 2. Tabloda yer alan şirketler sadece "Bedelsiz Verme Potansiyeli" olanları içermektedir. 3. Hesaplama, 4.çeyrekte temettü ödemesi ve/veya iç kaynaklardan sermaye artırımı yapıldığı gözardı edilmiştir. (Örnek: NETAŞ) Eti Yatırım A.Ş. 4. Çalışmada, banka, sigorta, finansal kiralama ve yatırım ortaklıkları yer almamaktadır. Araştırma Bölümü research@etiyatirim.com Develi Sok. No: , Kağıthane - İstanbul Tel : +90 (212) Faks: +90 (212) Bu yayında yer alan yatırım bilgi, yorum ve tavsiyeleri yatırım danışmanlığı kapsamında değildir. Yatırım danışmanlığı hizmeti; aracı kurumlar, portföy yönetim şirketleri, mevduat kabul etmeyen bankalar ile müşteri arasında imzalanacak yatırım danışmanlığı sözleşmesi çerçevesinde sunulmaktadır. Burada yer alan yorum ve tavsiyeler, yorum ve tavsiyede bulunanların kişisel görüşlerine dayanmaktadır. Bu görüşler mali durumunuz ile risk ve getiri tercihlerinize uygun olmayabilir. Bu nedenle, sadece burada yer alan bilgilere dayanılarak yatırım kararı verilmesi beklentilerinize uygun sonuçlar doğurmayabilir. Bu raporda yer alan veri, bilgi ve grafikler Eti Yatırım A.Ş. nin güvenilirliğine inandığı kaynaklardan alınmış ve/veya üretilmiştir. Ancak bilgi, veri ve grafiklerin doğruluğu bağımsız olarak teyit edilmemiş olup, Eti Yatırım A.Ş. bilgilerin doğruluğu ve bütünlüğü konusunda garanti vermemekte ve gösterilen tüm özen ve dikkate rağmen doğabilecek veri ve analist değerlendirme, ayırma, kaydetme vb. hatalarından dolayı sorumluluk üstlenmemektedir. Bu yayın, Eti Yatırım A.Ş. nin izni olmadan kopyalanamaz ve/veya dağıtılamaz; bilgisayar sistemlerine aktarılamaz. Eti Yatırım A.Ş. bir Karadeniz Holding iştirakidir