SEKTÖR BAZINDA ÖZET DEĞERLEME TABLOSU Sektör 13-04-2015 Piyasa Değeri M n 2014 2015T 2014 1 2014 2015T BIST 100 Endeksi 507,382 12.22 10.95 1.48 1.88 9.78 7.83 BIST Banka Endeksi 161,500 9.02 7.89 1.06 0.81 Değerlem e Oranları PD/DD FD/FAVÖK BIST Sınai Endeksi 179,539 16.83 14.34 2.11 1.80 10.20 8.64 Bankalar 161,500 9.02 7.89 1.06 0.81 Büyük Ölçekli Bankalar 137,131 8.82 7.93 1.05 0.78 Küçük-Orta Ölçekli Bankalar 19,623 11.30 1.12 0.65 Yatırım ve Kalkınma Bankalar 3,225 8.73 1.41 1.26 Katılım Bankaları 1,521 6.02 5.43 0.85 1.12 Holding 84,910 14.06 11.98 1.22 0.90 10.64 7.76 Büyük Ölçekli Holdingler 79,032 13.12 11.98 1.27 1.12 10.14 7.76 Küçük-Orta Ölçekli Holdingler 5,878 0.79 0.72 29.21 Telekom Operatör 49,470 12.77 11.08 2.12 2.93 5.98 5.47 Otomotiv Ana San. 32,293 18.71 14.03 4.04 2.57 14.53 10.47 Perakende Tic. 27,253 30.76 5.78 4.46 22.56 14.61 Içecek 26,266 35.09 2.38 2.82 11.16 9.94 Ulaştırma&Serv. 25,720 9.34 9.03 1.98 3.23 8.74 6.65 Gayrimenkul Yat. 23,231 5.72 9.97 0.90 1.36 13.93 9.82 Petrol & P.kimya 24,775 15.56 12.80 1.87 1.51 28.01 8.93 Çimento 17,906 12.45 7.95 2.27 2.67 8.81 6.90 Demir&Çelik 18,452 9.64 11.22 1.51 0.96 6.87 7.23 Dayanıklı Tük. 15,504 17.15 18.19 2.21 1.07 8.16 7.79 Cam&Seramik 13,553 10.45 10.63 1.17 1.48 6.53 5.63 Gıda 11,166 18.36 21.40 2.79 1.67 18.61 15.47 Telekom & Teknoloji 9,535 20.92 17.89 2.82 1.63 12.32 11.81 Sigortacılık 5,215 20.11 14.34 1.93 1.90 1.12 Madencilik 6,239 8.74 8.47 1.34 1.28 1.43 4.42 Elektrik 4,777 1.69 1.57 16.78 11.49 Kimya & Tarım İlaçları 3,537 12.40 11.31 2.19 1.76 6.67 6.69 Endeks Perform ansları Göreceli Getiri Göreceli Getiri Yılbaşından Göreceli Getiri Aylık(%) Endeks Haftalık (%) BIST-100 BIST-100 İtibaren(%) BIST-100 BIST-100-1.43 6.91-4.41 BIST-30-2.21-0.78 6.36-0.55-5.98-1.57 BIST-Banka -4.10-2.67 4.46-2.45-10.28-5.87 BIST-Sınai 1.20 2.63 11.66 4.75 3.15 7.57 BIST-Hizmet -0.16 1.27 4.53-2.38-6.93-2.52 BIST- 25-0.51 0.92 8.87 1.96 7.43 11.85 BIST-Holding -1.25 0.19 9.25 2.35-2.08 2.34 BIST-İletişim -2.72-1.28-6.81-13.72-16.76-12.35 BIST-Gıda 3.92 5.35 14.15 7.24 1.01 5.42 BIST-Kimya -0.34 1.09 15.51 8.60 7.20 11.62 BIST-GMYO -1.68-0.24 1.37-5.54 9.43 13.84 BIST-Metal Ana 0.57 2.00 10.48 3.57-4.43-0.02 BIST-Ulaştırma 0.44 1.87 10.21 3.30-6.81-2.40 BIST-Teknoloji 5.94 7.37 12.05 5.14 12.78 17.20 BIST-Sigorta -0.42 1.02-2.64-9.55-3.86 0.56 BIST-Elektrik 0.41 1.84 4.29-2.62-4.70-0.29
Son 1 Ay Kapanış mn AYLIK Net Kar, mn 2012 2013 2014 2015 2014 2015T 2016T 2014 Ortlama Ortalama Özsermaye Karlılığı(%) 2015T 2012 2013 2014 2015T 2016T AKBNK Akbank 7.7 30,960 16,099 41,800 21,280 244.3 52.00 4,000-2.3% -1.4% -4.9% -3.5% -9.0% -4.6% 1.5% 1.7% 3,159.7 3,470.0 9.80 8.92 7.64 1.23 1.47 1.08 14.9% 13.6% 13.6% 12.9% 13.2% ISCTR İş BankasI (C) 5.8 26,055 8,077 34,740 14,445 232.2 31.00 4,500-0.7% 0.2% -2.4% -0.9% -11.8% -7.3% 2.1% 2.6% 3,382.2 3,689.0 7.70 7.06 6.19 0.89 1.12 0.79 16.3% 13.7% 12.8% 11.8% 12.0% GARAN Garanti Bankası 8.4 35,448 17,015 47,250 23,268 842.0 48.00 4,200-1.9% -1.0% -5.6% -4.2% -10.4% -6.0% 1.4% 1.3% 3,200.2 3,628.5 11.08 9.77 8.28 1.36 1.20 15.8% 13.7% 13.2% 13.0% 13.5% HALKB T. Halk Bankası 13.0 16,250 7,963 27,063 11,575 354.7 49.00 1,250-1.5% -0.7% -2.8% -1.4% -5.2% -0.8% 2.0% 1.6% 2,205.8 2,508.0 7.37 6.48 5.66 0.98 0.85 24.8% 20.8% 14.4% 14.1% 14.0% YKBNK Yapı ve Kredi Bank. 4.0 17,519 3,153 27,126 11,085 119.0 18.00 4,347-1.2% -0.4% -4.0% -2.6% -15.7% -11.3% 1.3% 2.2% 1,845.0 2,119.0 9.50 8.27 6.17 0.92 1.21 0.82 12.7% 18.7% 10.1% 10.5% 12.5% VAKBN Vakıflar Bankası 4.4 10,900 2,725 17,850 5,600 328.0 25.00 2,500-1.4% -0.5% -3.1% -1.7% -10.7% -6.2% 0.7% 0.2% 1,753.3 1,883.5 6.22 5.79 4.97 0.74 0.89 0.65 13.8% 12.9% 12.8% 12.0% 12.4% Büyük Ölçekli Bankalar 137,131 55,032 40.13 8.82 7.93 6.71 1.05 0.78 0.93 16.0% 15.2% 12.8% 12.4% 12.9% FINBN Finansbank 2.9 8,080 15 14,024 6,750 0.2 0.18 2,835 0.0% 0.9% 0.7% 2.1% -8.1% -3.7% 877.4 9.21 0.94 13.9% 9.8% 10.8% SKBNK Şekerbank 1.7 1,957 470 2,565 820 1.2 24.00 1,158 0.6% 1.5% 0.6% 2.0% -3.9% 0.5% 224.0 248.0 8.74 7.89 7.28 0.82 0.87 0.74 14.6% 10.8% 10.1% 9.9% 9.7% TEBNK T. Ekonomi Bank. 4.0 8,729 349 8,729 2,002 0.5 4.00 2,204 11.9% 12.7% 17.2% 18.6% 61.6% 66.0% 622.6 14.02 1.48 0.92 11.0% 10.6% 11.1% TEKST Tekstilbank 2.0 857 206 865 252 3.0 24.00 420-0.5% 0.4% 0.0% 1.4% 8.5% 12.9% 12.5 68.46 1.39 0.82 4.9% 7.5% 2.1% Küçük-Orta Ölçekli Bankalar 19,623 1,039 5.30 11.30 1.12 0.65 12.6% 10.1% 10.5% 9.9% 9.7% ALBRK Albaraka Türk 1.7 1,521 319 1,989 765 2.5 21.00 900-0.6% 0.3% -1.2% 0.3% -0.7% 3.8% 2.1% 252.6 280.0 6.02 5.43 4.89 0.85 1.12 0.73 17.3% 17.8% 15.4% 14.5% 14.0% Katılım Bankaları 1,521 319 21.00 6.02 5.43 4.89 0.85 1.12 0.73 17.3% 17.8% 15.4% TSKB T.S.K.B. 2.2 3,225 1,258 3,225 1,212 7.7 39.00 1,500 0.5% 1.3% 6.4% 7.9% 9.1% 13.5% 2.2% 2.7% 369.3 394.5 8.73 8.17 7.16 1.41 1.26 19.7% 17.9% 17.7% 15.9% 15.5% Yatırım ve Kalkınma Bankalar 3,225 1,258 39.00 8.73 1.41 1.26 19.7% 17.9% 17.7% Bankalar 161,500 57,648 35.70 9.02 7.89 6.70 1.06 0.81 0.92 15.7% 14.7% 12.7% 12.4% 12.9% Kapanış mn 2012 2013 2014 2015T 2014 2015T 2016T 2014 BIST 100 Endeksi 81,938 507,382 171,064 651,780 245,095 4,170 33.71 76,049-0.9% -1.4% -4.4% 12.22 10.95 9.38 1.48 1.88 9.78 7.83 6.97 1.05 1.05 0.93 AKFEN Akfen Holding 6.4 1,668 334 1,841 998 2.3 20.00 262 0.3% 1.2% 3.9% 5.3% 22.0% 26.4% 1.6% 0.8% -11.9 6.0 278.05 59.58 1.29 1.33 208.20 46.98 35.42 28.37 19.78 16.07 ALARK Alarko Holding 3.9 876 228 1,453 606 7.0 26.00 223-1.3% -0.4% 0.5% 1.9% -12.1% -7.7% 0.9% 1.3% 34.3 84.3 25.55 10.40 9.73 0.75 0.92 8.54 8.04 0.61 0.58 0.66 DOHOL Doğan Holding 0.6 1,544 540 3,136 1,225 12.5 35.00 2,617 1.7% 2.6% 1.7% 3.2% -22.4% -18.0% -225.0-110.4 144.30 0.56 0.62 6.13 5.67 4.59 0.39 0.36 0.34 ENKAI Enka İnşaat 5.5 19,692 2,363 22,528 9,150 31.4 12.00 3,600 0.9% 1.8% 4.4% 5.8% 3.6% 8.0% 1.4% 1.3% 1441.0 1461.5 13.67 13.47 12.75 1.65 1.60 8.15 7.71 7.73 1.23 1.11 1.10 KCHOL Koç Holding 12.2 30,938 6,806 33,220 12,076 73.6 22.00 2,536-1.2% -0.4% -1.2% 0.2% 0.0% 4.4% 1.7% 1.2% 2710.1 2615.0 11.42 11.83 10.59 1.52 1.33 13.98 8.85 8.12 0.60 0.63 0.55 SAHOL Sabancı Holding 9.4 19,119 8,412 26,627 10,610 66.0 44.00 2,040-0.3% 0.5% -1.8% -0.3% -6.7% -2.3% 0.9% 1.2% 2079.1 2344.0 9.20 8.16 7.07 1.00 1.05 7.71 6.23 5.18 3.55 1.20 1.04 TKFEN Tekfen Holding 4.8 1,787 733 3,012 1,510 44.7 41.00 370-1.0% -0.2% 0.0% 1.4% -16.6% -12.2% 4.9% 55.9 257.0 31.96 6.95 6.57 0.91 1.17 6.23 4.99 4.79 0.40 0.39 0.39 YAZIC Yazıcılar Holding 21.3 3,408 818 4,752 1,432 3.2 24.00 160-1.6% -0.8% -2.1% -0.6% 9.0% 13.4% 0.9% 0.4% -60.0-63.0 0.94 0.90 22.40 24.68 24.23 2.03 2.03 1.93 Büyük Ölçekli Holdingler 79,032 20,234 25.60 13.12 11.98 10.54 1.27 1.12 10.14 7.76 6.88 1.02 0.86 0.77 Net Kar, mn BRYAT Borusan Yat. Paz. 21.0 591 77 658 201 1.4 13.00 28-1.6% -0.8% 2.9% 4.4% -5.0% -0.6% 4.0% 3.3% 43.8 13.48 1.09 0.93 10.68 DAGHL Dagi Yatırım Holding 1.7 18 11 29 5 0.1 64.00 11 0.0% 0.9% -2.9% -1.5% -11.8% -7.4% 1.5 11.55 1.06 ECZYT Eczacıbaşı Yatırım 9.0 627 169 644 285 8.8 27.00 70 2.9% 3.7% 5.0% 6.5% 40.7% 45.1% 2.1% 2.0% 25.5 24.61 0.52 0.34 0.31 EGCYH Egeli&Co Yatırım Holding 0.6 24 13 46 15 0.3 57.00 40 0.0% 0.9% 0.0% 1.4% -13.2% -8.8% 5.8% 35.6 0.66 0.27 0.83 2.60 GLYHO Global Yat. Holding 2.4 482 280 482 151 12.0 58.00 204 9.8% 10.6% 15.1% 16.6% 67.4% 71.8% 3.9% -72.7 1.05 20.40 4.83 GSDHO GSD Holding 1.6 400 264 448 130 10.9 66.00 250-1.8% -1.0% -1.2% 0.2% 10.3% 14.8% 2.2 182.07 0.63 31.63 IEYHO Işıklar Enerji Yapı Hol. 0.3 94 65 189 17 0.6 69.00 286 0.0% 0.9% 3.1% 4.6% -2.9% 1.5% 3.8 25.11 0.28 0.66 IHLAS Ihlas Holding 0.3 213 171 1,107 206 3.1 80.00 790-3.6% -2.7% 0.0% 1.4% -12.9% -8.5% -88.4 0.42 0.88 0.58 ITTFH Ittifak Holding 2.4 146 91 328 93 1.4 62.00 60 0.0% 0.9% -4.3% -2.9% 6.6% 11.0% 1.2 119.45 0.48 0.45 122.35 0.54 KOMHL Kombassan Holding 2.2 381 141 1,319 343 0.6 37.00 171-1.3% -0.5% -3.0% -1.6% -11.5% -7.1% -16.6 0.34 15.80 0.62 NTHOL Net Holding 3.6 1,331 626 1,503 261 5.3 47.00 366-0.3% 0.6% -1.4% 0.1% -8.3% -3.9% 8.1% 22.8 23.0 58.32 57.88 88.76 1.24 2.19 19.22 20.97 16.77 4.62 4.22 3.84 POLHO Polisan Holding 2.5 910 46 1,177 666 0.6 5.00 370 0.8% 1.7% 0.4% 1.8% -18.0% -13.6% 1.2% 1.3% 42.1 21.59 1.17 12.41 1.61 USAS Usaş 0.6 107 50 604 55 1.5 47.00 184-1.7% -0.8% 3.6% 5.0% -9.4% -5.0% 0.2% 6.3 16.89 0.35 0.83 0.78 VERUS Verusa Holding 27.7 554 61 576 243 1.4 11.00 20-1.1% -0.2% 3.4% 4.8% 38.5% 42.9% 9.2 60.21 4.44 9.42 Küçük-Orta Ölçekli Holdingler 5,878 2,064 35.12 0.79 0.72 29.21 1.34 Holding 84,910 22,298 26.26 14.06 11.98 10.54 1.22 0.90 10.64 7.76 6.88 1.04 0.86 0.77 TCELL Turkcell 11.4 24,970 8,740 34,320 16,192 128.4 35.00 2,200-0.4% 0.4% -3.0% -1.6% -8.5% -4.1% 1866.9 2271.0 13.37 11.00 9.94 1.46 1.94 5.35 4.94 4.54 1.63 1.53 1.43 TTKOM Türk Telekom 7.0 24,500 3,185 32,830 17,010 19.9 13.00 3,500 0.6% 1.4% -2.0% -0.5% -3.7% 0.7% 8.1% 0.6% 2007.4 2195.0 12.20 11.16 10.54 3.89 3.93 6.45 5.88 5.65 2.27 2.17 2.06 Telekom Operatör 49,470 11,925 24.10 12.77 11.08 10.23 2.12 2.93 5.98 5.47 5.16 1.97 1.86 1.76 ASUZU Anadolu Isuzu 22.7 576 92 770 150 2.6 16.00 25 0.2% 1.1% 0.0% 1.4% -3.0% 1.4% 1.6% 34.3 16.77 1.72 12.08 0.78 DOAS Doğuş Otomotiv 15.4 3,377 878 3,388 625 6.5 26.00 220-0.3% 0.5% 4.3% 5.8% 34.5% 38.9% 8.2% 11.5% 251.6 281.5 13.42 12.00 11.22 2.74 1.56 12.35 10.89 9.89 0.57 0.52 0.50 FROTO Ford Otosan 33.3 11,685 2,103 11,984 3,316 11.6 18.00 351-0.6% 0.3% -1.0% 0.4% 4.1% 8.5% 3.2% 594.9 768.0 19.64 15.22 13.22 4.24 3.38 16.19 11.12 10.00 1.13 0.95 0.85 KARSN Karsan Otomotiv 1.8 819 262 902 194 39.6 32.00 460-1.7% -0.8% 5.3% 6.8% 22.8% 27.2% -85.4 3.19 1.95 4.35 OTKAR Otokar 100.0 2,400 648 2,676 360 44.7 27.00 24 3.1% 3.9% 4.0% 5.4% 19.4% 23.8% 4.8% 7.4% 72.8 101.0 32.98 23.76 23.30 9.82 4.66 17.19 14.94 14.94 2.20 1.84 1.96 TOASO Tofaş Oto. Fab. 16.4 8,200 1,968 8,725 2,550 22.4 24.00 500-2.7% -1.8% 2.2% 3.6% 9.2% 13.6% 7.9% 1.2% 574.2 704.0 14.28 11.65 13.03 3.66 2.72 10.91 8.66 7.71 1.22 1.04 0.84 TMSN Tümosan 7.9 913 155 1,011 417 100.1 17.00 115-0.4% 0.5% -3.4% -2.0% 53.0% 57.4% 4.1% 2.6% 22.7 59.0 40.20 15.48 4.03 21.73 8.83 2.17 1.46 TTRAK Türk Traktör 81.0 4,323 1,037 4,723 582 6.0 24.00 53-0.4% 0.5% 1.6% 3.1% 10.4% 14.8% 6.1% 2.3% 261.1 289.0 16.56 14.96 12.79 6.13 3.69 14.24 11.18 10.09 1.73 1.58 1.46 Otomotiv Ana San. 32,293 7,144 22.12 18.71 14.03 13.29 4.04 2.57 14.53 10.47 9.50 1.15 0.97 0.86 AKPAZ Akyürek Tüketim 2.4 111 38 118 80 10.1 34.00 46 0.0% 0.9% 0.4% 1.9% 11.6% 16.0% -3.1 1.38 10.48 0.12 BIMAS Bim Mağazalar 49.4 14,983 8,990 16,152 5,768 43.5 60.00 304-0.7% 0.2% 0.8% 2.3% -1.3% 3.1% 1.6% 1.1% 395.3 507.5 37.90 29.52 23.37 13.03 14.38 23.73 18.90 15.24 1.01 0.85 0.71 BIZIM Bizim Mağazaları 15.5 620 285 1,324 612 5.5 46.00 40-1.6% -0.7% -1.3% 0.2% -18.8% -14.4% 1.0% 1.6% 10.9 27.4 56.95 22.67 18.99 4.61 9.90 8.05 6.96 0.27 0.24 0.21 BOYNR Boyner Mağazacılık 5.3 486 15 958 166 0.8 3.00 92-0.2% 0.7% 1.5% 3.0% -25.1% -20.7% 9.8 49.65 7.36 6.43 8.31 0.38 CARFA Carrefoursa(A) 38.2 2,276 68 2,276 674 2.4 3.00 60 7.2% 8.0% 20.3% 21.8% 82.6% 87.0% 52.9 43.05 4.77 31.06 1.36 CARFB Carrefoursa(B) 33.0 1,774 35 1,774 653 0.6 2.00 54 3.3% 4.1% 11.9% 13.3% 53.1% 57.6% 47.6 37.24 4.13 2.03 26.80 1.17 KILER Kiler Gıda 2.4 326 49 1,169 168 3.2 15.00 135 0.0% 0.9% 23.5% 24.9% 33.0% 37.4% -26.4-24.0 1.80 8.49 8.75 7.90 0.57 0.52 0.49 KIPA Tesco Kipa 1.7 2,279 160 2,279 604 4.1 7.00 1,333 1.8% 2.6% 6.9% 8.3% 19.6% 24.0% -668.5 2.47 6.11 1.08 MGROS Migros Ticaret 22.0 3,908 742 6,658 2,021 14.9 19.00 178-0.9% 0.0% 2.1% 3.5% -3.5% 0.9% 98.5 134.0 39.67 29.16 23.19 4.25 3.33 11.37 10.14 8.96 0.69 0.61 0.54 MIPAZ Milpa 0.8 148 19 337 35 0.3 13.00 178 10.7% 11.5% 13.7% 15.1% -10.8% -6.3% -0.5 1.48 2.49 18.42 SANKO Sanko Pazarlama 4.7 170 37 221 116 0.8 22.00 36-0.4% 0.4% -0.2% 1.2% 9.6% 14.0% 14.9 11.43 0.81 0.89 29.39 0.13 UYUM Uyum Gıda 2.9 173 43 218 89 0.4 25.00 60 0.0% 0.9% 2.5% 3.9% 39.8% 44.2% 3.5 49.14 3.54 11.54 0.42 Perakende Tic. 27,253 10,482 38.46 30.76 24.07 5.78 4.46 22.56 14.61 12.28 0.83 0.71 0.61 AEFES Anadolu Efes 22.9 13,530 4,329 18,947 7,695 7.0 32.00 592 0.9% 1.7% 5.5% 7.0% 0.7% 5.1% 1.7% -512.2 340.0 39.79 21.14 1.78 2.51 10.03 9.01 7.23 1.63 1.50 1.31 CCOLA Coca Cola İçecek 44.6 11,332 2,833 15,008 3,307 11.8 25.00 254-1.5% -0.7% 1.2% 2.7% -11.8% -7.4% 0.5% 0.3% 315.4 368.5 35.93 30.75 19.37 3.75 4.30 14.02 11.41 9.44 2.21 1.91 1.61 KRS Kristal Kola 2.4 114 81 114 24 1.4 71.00 48 10.2% 11.0% 9.2% 10.6% 34.5% 38.9% 0.4 314.47 1.72 0.83 435.09 1.84 TBORG T. Tuborg 4.0 1,290 52 1,335 171 0.3 4.00 323 1.0% 1.9% 2.8% 4.3% -0.2% 4.2% 120.0 10.75 3.65 3.65 5.98 1.89 Içecek 26,266 7,295 27.77 35.09 20.30 2.38 2.82 11.16 9.94 8.07 1.85 1.66 1.43 2
Kapanış mn 2012 2013 2014 2015T 2014 2015T 2016T 2014 BIST 100 Endeksi 81,938 507,382 171,064 651,780 245,095 4,170 33.71 76,049-0.9% -1.4% -4.4% 12.22 10.95 9.38 1.48 1.88 9.78 7.83 6.97 1.05 1.05 0.93 Net Kar, mn CLEBI Çelebi 31.3 759 167 809 243 4.3 22.00 24 1.0% 1.8% 4.3% 5.8% 13.4% 17.8% 3.9% 54.6 61.0 13.92 12.45 12.87 7.95 7.90 8.24 7.23 6.78 1.58 1.42 1.41 DOCO DO-CO Restaurants 196.0 1,910 477 2,061 479 2.4 25.00 46-0.3% 0.6% -3.9% -2.5% 9.5% 13.9% 103.2 112.5 18.52 16.98 14.86 3.45 2.01 3.70 9.15 8.18 0.98 0.87 PGSUS Pegasus 25.7 2,628 920 4,449 1,861 46.3 35.00 102-1.3% -0.5% 0.8% 2.2% -22.5% -18.1% 143.3 213.5 18.34 12.31 10.84 2.26 7.62 6.86 5.35 1.02 0.89 0.75 TAVHL TAV Havalimanları 21.8 7,920 3,168 8,337 1,962 20.5 40.00 363-2.2% -1.4% -2.5% -1.0% 14.1% 18.5% 3.3% 3.3% 634.2 682.0 12.49 11.61 10.52 3.85 2.99 13.93 8.57 7.66 4.40 3.71 3.34 THYAO Türk Hava Yolları 9.1 12,503 6,251 14,076 2,412 279.5 50.00 1,380 0.9% 1.7% 0.7% 2.1% -5.9% -1.5% 1.6% 1819.3 1779.0 6.87 7.03 7.20 1.37 8.45 5.84 5.08 1.02 0.87 0.74 Ulaştırma&Serv. 25,720 10,984 42.70 9.34 9.03 8.81 1.98 3.23 8.74 6.65 5.78 1.30 1.13 0.97 AGYO Atakule GMYO 1.4 119 19 155 76 0.2 16.00 84 5.2% 6.0% 10.1% 11.5% 4.4% 8.8% 0.9% 12.3 9.66 0.48 634.70 8.50 AKFGY Akfen GMYO 1.6 298 72 407 191 1.5 24.00 184-1.2% -0.4% -1.8% -0.4% 3.8% 8.3% -2.4 0.36 20.05 15.52 AKMGY Akmerkez GMYO 18.0 669 334 1,274 522 0.3 50.00 37 0.3% 1.1% 1.4% 2.8% 10.5% 14.9% 5.9% 5.1% 65.7 10.18 3.17 4.76 10.14 7.01 AKSGY Akiş GMYO 2.5 496 134 536 55 0.2 27.00 200-0.8% 0.1% 2.6% 4.1% 17.5% 21.9% 4.4% 58.6 8.46 0.60 26.84 10.37 ALGYO Alarko GMYO 23.7 252 121 259 156 3.5 48.00 11 4.9% 5.7% 8.5% 9.9% 22.5% 26.9% 1.0% 1.8% 78.2 3.23 0.55 0.68 5.88 4.16 ATAGY Ata GMYO 2.1 49 12 52 8 0.0 24.00 24-0.5% 0.4% -3.7% -2.3% 0.5% 4.9% 2.0% 0.8 64.04 1.73 1.20 0.00 AVGYO Avrasya GMYO 1.1 80 33 492 8 1.4 41.00 72 0.9% 1.8% 4.7% 6.2% 11.0% 15.4% 1.5 53.46 0.88 1.06 51.58 5.72 DGGYO Doğuş GMYO 4.2 961 77 1,216 101 1.8 8.00 227-0.5% 0.4% -0.5% 1.0% -0.7% 3.7% 51.8 18.54 1.46 1.11 29.46 21.53 EKGYO Emlak Konut GMYO 3.0 11,324 5,775 12,464 4,700 83.2 51.00 3,800-2.6% -1.8% -3.2% -1.8% 7.6% 12.0% 2.6% 4.0% 954.4 1179.0 11.87 9.60 7.73 1.29 1.32 13.74 8.83 6.74 5.04 3.94 3.01 HLGYO Halk GMYO 1.3 879 202 956 674 5.4 23.00 698 0.8% 1.7% 0.8% 2.2% 4.1% 8.5% 0.4% 61.3 68.7 14.33 12.81 13.11 1.06 14.03 11.23 14.52 9.89 6.85 9.01 ISGYO Iş GMYO 1.6 1,109 532 1,238 594 6.3 48.00 680-1.8% -1.0% -0.6% 0.8% 19.8% 24.2% 3.4% 4.1% 86.8 72.7 12.78 15.27 8.77 0.92 0.76 12.70 13.47 8.99 6.18 10.57 6.72 KLGYO Kiler GMYO 1.1 141 49 551 118 0.9 35.00 124-1.7% -0.9% 4.6% 6.0% 0.0% 4.4% -0.1 0.48 8.79 5.82 MRGYO Martı GMYO 0.4 43 21 152 35 0.2 48.00 110 0.0% 0.9% 0.0% 1.4% 2.6% 7.0% -4.1 0.37 31.53 8.98 NUGYO Nurol GMYO 3.8 152 62 376 31 2.4 41.00 40 0.3% 1.1% 1.3% 2.8% -3.6% 0.9% -31.6 7.25 3.33 125.40 OZGYO Özderici GMYO 1.1 111 31 126 29 0.2 28.00 100 1.8% 2.7% 4.7% 6.2% -4.3% 0.1% 40.8 2.72 0.71 91.11 32.57 OZKGY Özak GMYO 2.7 424 59 526 199 1.2 14.00 157 1.5% 2.4% 0.4% 1.8% -1.8% 2.6% 0.7% 220.3 1.92 0.52 6.29 1.87 PAGYO Panora GMYO 4.2 362 47 407 317 0.1 13.00 87 1.0% 1.8% 2.0% 3.4% 18.1% 22.5% 83.1 4.35 0.51 7.90 5.47 PEGYO Pera GMYO 0.4 37 19 101 32 0.2 51.00 89 2.4% 3.3% 2.4% 3.9% -6.7% -2.3% -0.5 0.24 0.33 7.23 2.08 RYGYO Reysaş GMYO 0.7 170 65 236 89 0.7 38.00 240 0.0% 0.9% -2.7% -1.3% 14.5% 18.9% 7.4 23.04 0.49 10.10 8.28 SAFGY Saf GMYO 1.1 966 551 1,392 43 4.7 57.00 887 1.9% 2.7% 3.8% 5.2% 9.0% 13.4% 1060.5 0.91 0.82 2.66 5.66 2.75 SNGYO Sinpaş GMYO 0.8 474 175 1,225 396 4.3 37.00 600-1.3% -0.4% 1.3% 2.7% -1.3% 3.2% 3.2% 89.5 45.2 5.30 10.49 20.17 0.41 0.67 12.71 17.08 12.81 1.46 2.56 2.51 SRVGY Servet GMYO 2.4 123 25 144 97 0.0 20.00 52 1.7% 2.6% -2.1% -0.6% 12.9% 17.3% 29.6 4.16 0.56 35.26 8.99 TRGYO Torunlar GMYO 4.0 1,975 415 2,210 871 4.1 21.00 500-3.4% -2.6% -0.8% 0.7% 14.5% 18.9% 2.3% 1.1% 1058.9 215.0 1.87 9.19 2.85 0.50 0.48 15.94 10.06 6.00 4.85 4.16 2.85 TSGYO TSKB GMYO 0.6 95 23 176 83 0.3 24.00 150 0.0% 0.9% 0.0% 1.4% -12.5% -8.1% 1.5 61.24 0.45 32.64 14.48 VKGYO Vakıf GMYO 2.6 518 124 1,274 51 5.7 24.00 203-1.5% -0.7% 0.4% 1.8% -9.9% -5.5% 0.1% 21.9 23.72 0.94 2.42 79.16 YGGYO Yeni Gimat GMYO 22.7 1,218 938 1,312 699 0.2 77.00 54 0.7% 1.5% -1.1% 0.3% 31.3% 35.7% 107.8 11.29 0.81 14.23 10.41 YGYO Yeşil GMYO 0.4 103 25 524 44 0.3 24.00 235 0.0% 0.9% 2.3% 3.8% -27.9% -23.5% -24.4 0.45 41.03 YKGYO Yapı Kredi Koray GMYO 2.0 80 35 118 42 1.8 44.00 40-0.5% 0.4% -2.4% -1.0% -7.4% -3.0% 31.1 2.58 1.20 1.03 3.55 Gayrimenkul Yat. 23,231 9,975 42.94 5.72 9.97 6.64 0.90 1.36 13.93 9.82 7.11 5.04 4.18 3.20 AYGAZ Aygaz 9.1 2,739 657 3,495 1,650 3.2 24.00 300 0.6% 1.4% -1.7% -0.3% -3.8% 0.6% 9.2% 6.3% 218.0 218.0 12.57 12.56 9.80 1.16 1.21 14.56 11.15 10.59 0.42 0.48 0.43 ATPET Atlantik Petrol Ürünleri 2.9 35 16 61 12 1.5 45.00 12 1.4% 2.3% 1.4% 2.9% -42.7% -38.3% -0.9 2.37 1.77 PETKM Petkim 3.7 3,740 1,272 4,070 1,810 23.8 34.00 1,000-2.1% -1.2% 0.5% 2.0% -5.3% -0.9% 0.9% 6.5 121.0 579.58 30.91 23.82 1.75 1.55 82.75 12.83 11.22 0.91 0.82 0.74 PTOFS OMV Petrol Ofisi 4.5 2,599 104 5,521 2,218 0.2 4.00 578-0.2% 0.6% 0.0% 1.4% -11.9% -7.5% -75.9 1.34 1.39 42.94 0.19 TRCAS Turcas Petrol 2.2 500 150 992 461 1.2 30.00 225-0.4% 0.4% 3.3% 4.7% -11.6% -7.1% 0.9% 1.9% -14.8 74.0 6.75 4.90 0.73 1.01 11.71 10.79 10.02 TUPRS Tüpraş 60.6 15,163 7,430 15,488 7,137 73.1 49.00 250 0.4% 1.3% -2.1% -0.7% 9.5% 13.9% 7.1% 3.5% 1459.0 1316.5 10.39 11.52 9.11 2.46 2.36 24.10 7.88 7.07 0.48 0.56 0.47 Petrol & P.Kimya 24,775 9,628 38.86 15.56 12.80 10.05 1.87 1.51 28.01 8.93 8.03 0.39 0.59 0.50 ADANA Adana Çimento (A) 6.9 608 353 612 287 1.2 58.00 88 1.8% 2.6% 2.2% 3.7% 26.6% 31.0% 6.0% 6.9% 77.2 121.0 7.88 5.03 19.77 3.05 2.23 7.59 4.52 7.62 2.44 1.28 1.98 ADBGR Adana Çimento (B) 4.5 372 33 372 184 0.1 9.00 83 0.7% 1.5% 1.4% 2.8% 20.3% 24.7% 6.4% 7.2% 51.5 107.0 7.23 3.48 18.13 1.99 2.23 6.78 6.81 2.18 1.77 ADNAC Adana Çimento (C) 0.7 117 58 164 84 2.0 49.00 165 1.4% 2.3% 2.9% 4.3% 9.2% 13.6% 3.9% 5.3% 14.3 107.0 8.21 1.10 20.59 0.31 2.23 4.56 4.57 1.47 1.19 AFYON Afyon Çimento 136.0 408 192 707 123 59.3 47.00 3-4.2% -3.4% -4.9% -3.5% -17.6% -13.2% 13.0 31.45 7.65 7.10 20.74 5.13 AKCNS Akçansa 15.9 3,044 578 3,456 1,206 4.5 19.00 191-0.6% 0.2% -2.5% -1.0% 9.3% 13.8% 5.2% 6.6% 248.8 272.2 12.24 11.18 10.88 2.66 8.03 7.46 7.06 2.22 2.06 1.93 ASLAN Aslan Çimento 42.3 3,088 62 13,797 990 25.2 2.00 73-1.3% -0.4% -7.2% -5.8% 17.3% 21.8% 1.3% 1.0% 62.4 49.51 11.00 12.21 40.41 13.42 BOLUC Bolu Çimento 5.7 815 212 882 172 1.8 26.00 143-0.5% 0.3% -1.2% 0.2% 4.2% 8.6% 6.5% 99.4 8.20 2.48 1.42 7.47 2.73 BSOKE Batısöke Çimento 2.5 196 49 236 88 1.0 25.00 79 0.0% 0.9% 0.8% 2.2% -3.1% 1.3% 2.9% 3.2% 30.8 6.37 0.86 0.63 4.28 1.37 BTCIM Batı Çimento 7.0 561 112 747 358 0.6 20.00 80-0.6% 0.3% 0.7% 2.2% -3.8% 0.6% 0.7% 77.8 7.21 1.11 1.15 4.82 1.21 BUCIM Bursa Çimento 5.1 541 130 640 422 0.3 24.00 106-0.2% 0.7% 0.2% 1.6% -5.7% -1.3% 2.0% 3.4% 59.1 9.15 1.75 1.90 6.29 0.89 CIMSA Çimsa 16.1 2,168 867 2,391 951 2.9 40.00 135 0.6% 1.5% 1.6% 3.0% 8.9% 13.3% 6.5% 9.3% 193.0 200.0 11.23 10.84 10.13 1.94 1.47 6.99 6.87 6.53 2.03 1.90 1.77 CMBTN Çimbeton 39.7 70 33 114 40 3.0 47.00 2 0.9% 1.7% 3.0% 4.4% 13.1% 17.5% 1.7 41.71 1.74 34.72 0.40 CMENT Çimentaş 14.1 1,228 25 1,228 470 1.4 2.00 87 8.5% 9.3% 17.5% 18.9% 61.0% 65.4% 110.9 11.08 1.34 0.84 8.32 1.54 GOLTS Göltaş Çimento 74.9 539 307 785 291 17.1 57.00 7 0.5% 1.4% 3.3% 4.7% 19.4% 23.8% 1.6% 3.5% 47.0 11.48 1.78 1.56 8.93 1.95 KONYA Konya Çimento 301.0 1,467 220 1,857 487 14.9 15.00 5-2.9% -2.0% 1.5% 3.0% 10.9% 15.3% 4.8% 0.9% 60.3 24.34 4.08 3.83 15.94 4.03 MRDIN Mardin Çimento 4.8 529 238 969 424 0.7 45.00 110 0.4% 1.3% -0.2% 1.2% 1.7% 6.1% 5.6% 8.5% 60.2 53.0 8.78 9.98 9.45 2.11 2.49 8.11 8.23 7.74 2.69 2.48 2.31 NUHCM Nuh Çimento 10.4 1,562 172 2,186 1,292 0.6 11.00 150 0.0% 0.9% -1.4% 0.0% -0.5% 3.9% 2.6% 3.6% 169.9 9.20 1.56 1.82 5.84 1.71 UNYEC Ünye Çimento 4.8 592 47 737 416 0.2 8.00 124-0.2% 0.6% -0.6% 0.8% -14.2% -9.7% 7.4% 7.4% 61.0 9.71 2.07 2.30 8.35 2.25 Çimento 17,906 3,688 20.60 12.45 7.95 11.27 2.27 2.67 8.81 6.90 6.92 2.29 1.93 1.88 CEMTS Çemtaş 1.6 164 67 213 83 0.3 41.00 101 1.3% 2.1% 3.8% 5.3% -19.0% -14.6% 1.7% 15.7 10.42 0.90 0.83 7.67 0.63 EREGL Ereğli Demir Çelik 4.3 15,085 7,241 17,010 5,871 59.6 48.00 3,500-1.6% -0.7% 0.7% 2.1% -3.4% 1.1% 1.6% 7.4% 1601.4 1353.0 9.42 11.15 10.23 1.51 6.46 7.09 6.30 1.42 1.42 1.31 IZMDC Izmir Demir Çelik 2.3 866 139 1,812 320 2.2 16.00 375-1.3% -0.4% 0.0% 1.4% -17.8% -13.4% -33.6 2.01 2.04 18.33 0.86 KRDMA Kardemir (A) 2.5 596 387 704 157 2.0 65.00 240-1.2% -0.3% -2.4% -0.9% 0.4% 4.8% 69.8 42.2 8.54 14.11 11.26 1.80 0.97 7.56 9.09 6.90 1.82 1.56 1.06 KRDMB Kardemir (B) 2.6 313 200 592 81 4.7 64.00 119-0.8% 0.1% -1.5% -0.1% -1.9% 2.5% 34.7 21.0 9.02 14.90 11.90 1.90 0.97 7.86 9.46 7.18 1.89 1.62 1.10 KRDMD Kardemir (D) 1.8 1,428 1,271 1,935 337 72.6 89.00 780 0.5% 1.4% 1.1% 2.5% -10.7% -6.3% 226.5 137.2 6.30 10.41 8.31 1.33 0.97 6.15 7.40 5.62 1.48 1.27 0.86 Demir&Çelik 18,452 9,305 50.43 9.64 11.22 10.09 1.51 0.96 6.87 7.23 6.26 1.36 1.41 1.22 ALCAR Alarko Carrier 37.4 404 57 568 149 2.5 14.00 11 2.5% 3.3% 4.5% 5.9% 6.6% 11.0% 1.5% 2.5% 29.5 13.68 1.22 1.13 11.07 0.73 ARCLK Arçelik 14.9 10,035 2,509 10,541 3,730 21.6 25.00 676-0.7% 0.2% -1.0% 0.4% 2.6% 7.0% 4.0% 3.7% 617.1 707.0 16.26 14.19 12.15 2.30 1.83 9.88 8.76 8.12 1.05 0.96 0.88 IHEVA Ihlas Ev Aletleri 0.3 61 46 325 55 0.9 75.00 191 0.0% 0.9% 0.0% 1.4% -11.1% -6.7% 11.3 5.41 0.32 0.69 0.64 KLMSN Klimasan Klima 2.8 91 28 163 66 0.7 31.00 33 0.4% 1.2% 5.8% 7.2% 11.3% 15.7% 10.6 8.54 1.26 1.57 4.58 0.52 SILVR Silverline Endüstri 1.3 40 17 63 19 0.6 42.00 30 4.8% 5.6% 1.5% 3.0% 37.5% 41.9% 9.2 4.36 1.15 1.15 3.94 0.41 TUDDF T. Demir Döküm 6.8 369 15 1,064 234 0.7 4.00 54-1.7% -0.9% 1.9% 3.4% -22.6% -18.1% -2.2 7.05 25.65 1.00 VESBE Vestel Beyaz Eşya 14.0 2,660 186 3,468 314 13.5 7.00 190-2.1% -1.2% -1.8% -0.3% 29.6% 34.0% 3.6% 131.2 20.28 4.01 1.42 9.40 1.12 VES Vestel 5.5 1,845 406 2,737 463 63.9 22.00 335-2.1% -1.3% -2.0% -0.5% -13.4% -9.0% 97.4-54.0 18.95 36.18 1.39 0.79 3.97 5.17 4.79 0.37 0.31 0.32 Dayanıklı Tük. 15,504 3,263 21.05 17.15 18.19 13.55 2.21 1.07 8.16 7.79 7.22 0.82 0.70 0.67 3
Kapanış mn 2012 2013 2014 2015T 2014 2015T 2016T 2014 BIST 100 Endeksi 81,938 507,382 171,064 651,780 245,095 4,170 33.71 76,049-0.9% -1.4% -4.4% 12.22 10.95 9.38 1.48 1.88 9.78 7.83 6.97 1.05 1.05 0.93 Net Kar, mn ANACM Anadolu Cam 1.8 817 163 1,420 652 3.8 20.00 444-1.6% -0.7% -3.2% -1.7% -8.0% -3.6% 1.4% 3.6% 101.8 92.0 8.03 8.88 12.47 0.57 0.96 6.10 6.05 6.41 0.97 1.03 0.92 DENCM Denizli Cam 7.7 46 26 169 24 0.5 57.00 6-0.1% 0.7% 1.1% 2.5% -8.7% -4.3% 1.3 36.31 1.58 19.57 0.68 ECYAP Eczacıbaşı Yapı 4.6 522 26 650 257 0.0 5.00 113 0.7% 1.5% 1.8% 3.2% 1.1% 5.5% 18.8 27.81 6.08 5.48 8.23 0.96 EGSER Ege Seramik 4.1 305 104 323 89 0.5 34.00 75-2.6% -1.8% -3.8% -2.4% 0.7% 5.2% 9.4% 7.5% 38.3 31.2 7.95 9.76 1.64 1.14 5.04 4.96 1.02 KUTPO Kütahya Porselen 3.2 126 28 157 71 0.8 22.00 40 0.3% 1.2% 4.6% 6.1% -16.8% -12.4% 1.3% 53.7 2.35 0.64 0.71 4.98 0.46 SISE Şişe Cam 3.4 5,831 1,983 6,885 1,914 11.7 34.00 1,700-0.9% 0.0% 0.3% 1.7% -5.8% -1.4% 1.5% 1.6% 413.2 573.0 14.11 10.18 10.54 1.02 0.93 5.55 4.83 4.59 1.00 0.90 0.83 SODA Soda Sanayii 6.9 3,486 558 3,486 395 5.0 16.00 503 3.7% 4.6% 10.9% 12.3% 61.9% 66.3% 2.9% 2.8% 384.5 340.0 9.07 10.25 9.20 2.25 1.08 8.88 7.33 6.78 1.94 1.73 1.66 TRKCM Trakya Cam 3.2 2,365 662 2,756 1,218 9.7 28.00 739 0.3% 1.2% 1.3% 2.7% -7.0% -2.6% 0.8% 1.7% 283.2 168.0 8.35 14.08 12.78 1.01 0.99 7.68 6.54 5.78 1.23 1.12 1.04 USAK Uşak Seramik 1.3 55 45 254 22 2.8 82.00 43-1.5% -0.7% 1.6% 3.0% -1.5% 2.9% 2.0 27.27 0.59 0.56 7.65 1.01 Cam&Seramik 13,553 3,595 26.52 10.45 10.63 10.57 1.17 1.48 6.53 5.63 5.33 1.13 1.06 0.99 ALYAG Altınyağ 0.7 41 12 90 19 0.3 30.00 60 0.0% 0.9% 0.0% 1.4% -18.8% -14.4% -1.9 0.88 2.28 0.88 BANVT Banvit 2.7 273 52 665 191 1.7 19.00 100-0.7% 0.1% 3.4% 4.8% -7.5% -3.0% -20.6 2.98 2.35 6.86 0.45 ERSU Ersu Gıda 1.1 38 11 60 20 0.3 29.00 36 1.0% 1.8% 1.9% 3.4% -17.8% -13.4% -1.0 1.32 1.18 110.60 1.75 KERVT Kerevitaş Gıda 41.3 155 20 350 104 1.9 13.00 4-1.5% -0.7% -0.8% 0.6% -14.1% -9.7% -18.9 14.72 1.42 KNFRT Konfrut Gıda 18.5 122 38 133 30 1.6 31.00 7 1.1% 2.0% 13.5% 15.0% 31.3% 35.7% 11.3 10.74 2.30 6.59 1.63 MERKO Merko Gıda 1.3 35 13 50 17 1.1 37.00 27-2.3% -1.4% 4.9% 6.4% 1.6% 6.0% 9.8 3.54 1.33 1.92 3.60 0.36 METRO Metro Holding 1.0 309 176 369 132 11.9 57.00 300-1.9% -1.0% 0.0% 1.4% 56.1% 60.5% 175.4 1.76 0.29 0.49 PENGD Penguen Gıda 1.5 82 22 161 52 0.5 27.00 56 0.0% 0.9% 2.1% 3.5% -7.5% -3.1% -11.8 1.44 1.08 1.45 PETUN Pınar Et Ve Un 9.6 417 138 444 226 0.4 33.00 43-0.2% 0.6% -0.7% 0.7% 5.6% 10.0% 7.5% 7.6% 44.3 43.3 9.43 9.64 8.40 1.21 0.97 9.12 7.72 6.38 0.76 0.70 0.64 PINSU Pınar Su 3.8 49 15 78 39 0.2 31.00 13 0.3% 1.1% 0.0% 1.4% -6.8% -2.4% 2.2 22.63 0.83 0.69 26.63 0.53 PNSUT Pınar Süt 25.9 1,162 442 1,169 360 0.5 38.00 45 1.4% 2.2% 2.0% 3.4% 21.1% 25.5% 5.6% 5.6% 87.1 89.0 13.34 13.06 2.20 1.69 16.65 9.92 1.24 TATGD Tat Gıda 4.1 556 228 589 245 3.1 41.00 136-4.0% -3.1% 7.3% 8.8% 2.3% 6.7% 150.3 42.0 3.70 13.24 10.70 1.59 1.86 12.75 0.80 TUKAS Tukaş 1.7 474 57 480 67 1.1 12.00 273 1.8% 2.6% 5.5% 6.9% 45.0% 49.4% -43.8 6.73 2.32 5.33 ULKER Ülker Bisküvi 21.3 7,268 2,834 7,268 881 13.7 39.00 342 2.2% 3.0% 5.9% 7.3% 16.1% 20.5% 3.3% 2.6% 211.7 265.0 34.33 27.42 21.66 6.39 3.22 22.80 18.02 14.33 2.62 2.22 1.89 ULUUN Ulusoy Un 2.2 185 52 257 153 1.3 28.00 85 0.5% 1.3% -2.7% -1.2% -18.3% -13.9% 14.2 13.04 1.14 4.64 0.18 Gıda 11,166 4,110 36.81 18.36 21.40 18.85 2.79 1.67 18.61 15.47 13.46 1.41 2.00 1.71 ARENA Arena Bilgisayar 3.6 116 56 131 63 1.4 48.00 32 0.0% 0.9% 4.6% 6.0% 6.8% 11.2% 3.8% 5.1% 19.7 5.90 0.75 0.83 3.89 0.13 ARMDA Armada Bilgisayar 5.1 123 32 128 17 2.9 26.00 24-0.6% 0.3% -0.2% 1.2% 28.6% 33.0% 6.5% 9.8% 12.7 9.70 1.60 0.95 7.47 0.22 ASELS Aselsan 13.8 6,900 966 6,900 1,294 9.4 14.00 500 1.1% 2.0% 8.7% 10.1% 15.0% 19.4% 1.4% 0.2% 350.1 427.0 19.71 16.16 13.42 3.11 2.58 15.94 13.78 12.43 2.90 2.50 2.37 BMEKS Bimeks 2.1 247 96 289 128 3.5 39.00 120-1.0% -0.1% -1.4% 0.0% -1.4% 3.0% 9.2 13.0 26.73 19.02 8.52 1.67 6.30 5.80 4.99 0.34 0.30 0.28 DESPC Despec Bilgisayar 2.7 62 23 132 31 1.2 38.00 23 1.1% 2.0% -1.5% 0.0% 6.3% 10.8% 9.5% 9.4% 8.2 7.54 1.20 6.24 0.37 DGATE Datagate Bilgisayar 12.4 124 41 133 16 1.2 33.00 10-0.8% 0.1% -4.6% -3.2% 41.6% 46.0% 8.5 14.61 3.15 1.23 15.13 0.40 ESCOM Escort Teknoloji 1.2 59 19 166 17 1.0 33.00 50-0.8% 0.0% -0.8% 0.6% -11.3% -6.9% 3.8 15.39 0.79 1.80 49.53 INDES Indeks Bilgisayar 5.5 306 126 335 109 0.7 41.00 56-0.2% 0.7% -1.3% 0.2% -4.0% 0.4% 5.7% 1.2% 25.2 12.17 2.00 1.63 5.82 0.15 KAREL Karel Elektronik 1.4 82 24 153 69 0.8 29.00 58 0.7% 1.6% 2.2% 3.6% -0.7% 3.7% 10.6 7.68 0.50 0.75 3.57 0.54 LOGO Logo Yazılım 26.1 653 170 723 37 0.8 26.00 25-1.1% -0.3% 0.0% 1.4% -6.5% -2.0% 27.6 23.68 7.57 3.05 15.82 6.03 PKART Plastikkart 2.2 51 18 71 33 0.1 35.00 23 0.9% 1.8% 0.0% 1.4% -17.1% -12.7% 0.2 329.12 1.56 1.82 49.85 0.72 TKNSA Teknosa 7.4 813 89 1,529 781 4.0 11.00 110-1.2% -0.3% -6.0% -4.5% -20.6% -16.2% 3.5% -20.0 5.0 162.58 54.19 4.32 7.98 6.07 4.67 0.21 0.19 0.16 Telekom & Teknoloji 9,535 1,660 17.41 20.92 17.89 14.27 2.82 1.63 12.32 11.81 10.34 0.84 1.09 0.97 IHMAD İhlas Madencilik 1.1 90 61 780 23 7.8 68.00 80-2.6% -1.7% 2.7% 4.2% -17.5% -13.1% 0.1 1078.32 1.61 6.67 IPEKE İpek Doğal Enerji 2.4 626 225 1,605 255 10.2 36.00 260-4.4% -3.5% 10.6% 12.0% 53.5% 57.9% 70.2 8.91 0.79-1.14-0.60 KOZAA Koza Madencilik 2.2 834 367 2,297 472 15.8 44.00 388-0.5% 0.4% 5.4% 6.8% 29.5% 33.9% 127.8 6.53 0.58 0.96-0.77-0.41 KOZAL Koza Altın 27.2 4,140 1,201 7,320 1,853 22.2 29.00 153-2.7% -1.8% 2.8% 4.3% 80.4% 84.8% 2.7% 3.6% 494.9 506.0 8.37 8.18 8.64 2.22 3.93 4.97 4.35 4.75 3.46 2.84 2.91 PRKME Park Elek. Madencilik 3.7 548 170 1,084 348 8.6 31.00 149-2.6% -1.8% 8.2% 9.7% -9.1% -4.7% 7.4% 20.5 47.2 26.78 11.61 9.49 1.10 1.50 4.60 4.90 4.08 2.44 2.16 1.93 Madencilik 6,239 2,024 32.45 8.74 8.47 8.74 1.34 1.28 1.43 4.42 4.64 0.82 2.71 2.70 AKENR Ak Enerji 1.1 780 195 1,541 635 6.2 25.00 729-0.9% -0.1% 1.9% 3.3% -16.4% -12.0% -321.3-43.0 1.54 1.45 68.58 10.58 11.75 2.82 2.31 1.94 AKSEN Aksa Enerji 2.8 1,735 364 3,199 1,294 11.8 21.00 613-1.0% -0.2% -0.7% 0.7% -3.4% 1.0% 39.6 90.0 43.80 19.28 9.38 1.70 2.34 10.64 8.53 7.26 1.87 1.54 1.44 AKSUE Aksu Enerji 7.2 60 40 66 24 0.3 67.00 8-1.2% -0.4% -1.5% -0.1% 16.1% 20.5% -1.1 1.84 1.28 230.72 40.15 AYEN Ayen Enerji 2.0 349 49 520 185 1.5 14.00 171 1.5% 2.3% 4.1% 5.5% 0.5% 4.9% 26.8 13.00 1.45 1.18 14.21 4.74 EMKEL Emek Elektrik 1.3 31 26 61 15 0.1 83.00 24 0.8% 1.6% 3.2% 4.7% -7.9% -3.5% 1.7 18.30 0.63 5.76 0.59 ODAS Odaş Elektrik 8.9 374 109 485 142 9.8 29.00 42 0.1% 1.0% -2.2% -0.8% 43.7% 48.1% 25.5 14.68 1.26 10.17 0.88 ORGE Orge Enerji 1.7 35 16 297 29 0.4 46.00 20-1.1% -0.3% 0.0% 1.4% -15.6% -11.2% 1.2% 3.5 9.77 1.43 7.10 1.56 ULUSE Ulus Elektrik 11.1 442 62 558 402 1.7 14.00 40 1.4% 2.2% 0.5% 1.9% -13.7% -9.3% 45.3 9.76 3.80 6.79 2.39 ZOREN Zorlu Enerji 1.9 970 146 1,640 394 34.7 15.00 500-2.0% -1.2% 2.6% 4.1% -18.1% -13.7% -224.2-119.0 1.83 21.90 18.50 14.38 5.04 4.37 4.03 Elektrik 4,777 1,006 21.07 66.39 1.69 1.57 16.78 11.49 10.31 2.62 2.33 2.11 ALKIM Alkim Kimya 13.4 331 103 506 151 4.1 31.00 25-0.4% 0.5% 0.8% 2.2% -14.9% -10.5% 1.7% 2.6% 20.5 16.15 1.85 1.76 6.37 1.34 BAGFS Bagfaş 14.4 648 376 693 283 8.9 58.00 45 0.7% 1.6% 1.8% 3.2% 5.5% 9.9% 1.7% 21.8 47.0 29.70 13.79 9.67 2.29 2.05 24.93 11.07 7.97 2.71 1.40 0.92 EGGUB Ege Gübre 19.4 194 83 277 116 1.2 43.00 10 1.3% 2.2% 3.7% 5.2% -9.3% -4.9% 1.0% 10.2 19.03 1.60 1.70 9.32 1.29 GUBRF Gübre Fabrik. 6.5 2,168 477 2,168 789 9.0 22.00 334 3.7% 4.5% 3.0% 4.5% 29.3% 33.7% 4.8% 210.6 202.0 10.29 10.73 11.59 2.34 1.95 5.15 5.86 6.06 0.88 0.81 0.77 HEKTS Hektaş 2.6 196 81 209 76 0.6 41.00 76 0.4% 1.2% 0.4% 1.8% 4.0% 8.4% 9.9% 6.9% 22.2 8.84 1.79 1.31 7.71 1.51 Kimya & Tarım İlaçları 3,537 1,119 31.64 12.40 11.31 11.09 2.19 1.76 6.67 6.69 6.47 1.12 0.92 0.80 13-04-2015 CARİ HALKA AÇIK Max. 5 Yıllık Min. 5 Yıllık Son 1 Ay Kapanış mn AYLIK Net Kar, mn 2012 2013 2014 2015T 2014 2015T 2016T 2014 Ortlama PD/PRİM Ortalama Özsermaye Karlılığı(%) 2013 2014 2015T 2013 2014 2015T AKGRT Aksigorta 2.2 676 189 976 349 1.0 28.00 306 0.0% 0.9% -3.5% -2.1% -9.6% -5.1% 6.2% 6.8% 30.6 31.9 22.09 21.20 12.08 1.33 1.55 0.65 0.57 0.35 33.4% 5.6% 5.5% ANHYT Anadolu Hayat Emek. 5.2 1,957 333 2,132 798 0.5 17.00 380-2.1% -1.2% 0.8% 2.2% 3.3% 7.7% 2.2% 3.0% 97.7 117.5 20.02 16.66 14.28 3.20 2.77 5.10 5.53 4.22 15.7% 16.8% 17.0% ANSGR Anadolu Sigorta 1.3 670 281 790 350 0.4 42.00 500 0.8% 1.6% 0.8% 2.2% -2.6% 1.8% 71.6 76.0 9.36 8.82 7.44 0.66 0.37 0.30 8.1% 7.5% 7.4% AVISA Avisa Emeklilik Hayat 43.7 1,564 313 1,907 1,564 1.6 20.00 36-0.1% 0.7% -1.1% 0.3% 0.1% 4.5% 45.9 114.0 34.05 13.72 12.41 8.77 7.04 6.55 18.9% 25.4% 43.8% GUSGR Güneş Sigorta 2.3 348 42 423 251 3.1 12.00 150 0.9% 1.7% 2.2% 3.6% 20.2% 24.6% 13.4 25.89 3.74 0.90 1.39 0.64 0.54 3.9% Sigortacılık 5,215 1,158 22.20 20.11 14.34 10.39 1.93 1.90 1.30 1.12 1.09 12.4% 10.0% 13.3% 4
Kapanış mn 2012 2013 2014 2015T 2014 2015T 2016T 2014 BIST 100 Endeksi 81,938 507,382 171,064 651,780 245,095 4,170 33.71 76,049-0.9% -1.4% -4.4% 12.22 10.95 9.38 1.48 1.88 9.78 7.83 6.97 1.05 1.05 0.93 Net Kar, mn BFREN Bosch Fren Sistemleri 153.5 384 58 623 256 4.2 15.00 3 1.3% 2.2% 4.1% 5.5% 9.6% 14.1% 9.2 41.57 7.52 28.34 4.28 BRISA Brisa 9.2 2,816 282 3,478 607 3.1 10.00 305-1.3% -0.4% -2.2% -0.8% -1.0% 3.5% 4.3% 4.8% 186.3 195.0 15.12 14.44 13.98 4.66 3.07 10.75 9.97 10.14 2.08 1.89 1.77 CEMAS Çemaş Döküm 0.6 145 33 345 39 0.4 23.00 237 0.0% 0.9% 1.7% 3.1% -11.6% -7.2% -23.9 0.54 106.56 1.20 DITAS Ditaş Doğan 6.8 68 17 82 20 0.2 25.00 10 1.5% 2.4% -4.3% -2.8% -15.1% -10.7% 7.4 9.16 2.29 1.68 5.81 0.99 COMDO Componenta Dökümcülük 4.5 301 18 655 220 0.2 6.00 67 1.8% 2.7% 0.9% 2.3% 1.1% 5.5% 10.2% 20.7 14.54 0.88 1.22 8.92 0.87 EGEEN Ege Endüstri 253.0 797 271 836 39 16.6 34.00 3-2.7% -1.8% -1.2% 0.3% 26.2% 30.6% 4.5% 6.3% 56.7 14.05 5.98 11.81 3.35 FMIZP F-M İzmit Piston 13.6 193 25 378 152 0.4 13.00 14-2.9% -2.0% 0.0% 1.4% -10.8% -6.4% 1.5% 3.0% 9.1 21.36 5.87 7.78 18.09 3.64 GOODY Good-Year 71.6 853 196 1,195 174 6.4 23.00 12-1.6% -0.8% -1.2% 0.3% -21.3% -16.9% 1.3% 8.1% 47.3 18.02 2.06 1.72 9.94 0.72 KORDS Kordsa Global 6.4 1,253 88 1,294 531 4.8 7.00 195-3.2% -2.3% 12.4% 13.8% 48.4% 52.8% 4.4% 77.2 16.24 1.41 0.81 9.86 1.06 MUU Mutlu Akü 0.0 491 20 596 128 0.0 4.00 57 0.0% 0.9% 0.0% 1.4% -4.4% 0.0% 1.8% 35.8 13.73 2.03 1.52 7.69 1.07 PARSN Parsan 4.8 372 71 432 101 0.5 19.00 77-0.4% 0.4% -0.6% 0.8% -1.2% 3.2% 25.1 14.78 1.03 0.81 11.81 2.31 Otomotiv Yan San. 7,671 1,078 14.05 17.02 14.44 13.98 2.28 2.33 10.64 9.97 10.14 1.43 1.89 1.77 ARBUL Arbul Tekstil 1.0 27 10 70 22 0.4 37.00 27 20.2% 21.1% 20.2% 21.7% -10.6% -6.2% -0.8 0.76 13.61 1.12 DAGI Dagi Giyim 2.2 64 19 160 28 0.3 30.00 29-0.9% 0.0% -4.3% -2.9% 18.7% 23.1% 12.8 5.02 1.12 9.92 0.93 DERIM Derimod 6.9 37 13 43 16 0.4 34.00 5 3.3% 4.1% 37.3% 38.7% 28.1% 32.6% 2.5 14.80 1.20 7.91 0.47 DESA Desa Deri 0.9 43 10 75 32 0.2 22.00 49-1.1% -0.3% 1.1% 2.6% -18.5% -14.1% 5.4% 4.8 9.10 0.64 27.10 0.40 HATEK Hatay Tekstil 2.8 60 13 655 57 0.2 21.00 21 0.0% 0.9% 0.4% 1.8% -10.1% -5.7% 2.8 21.17 0.80 11.57 0.79 MNDRS Menderes Tekstil 0.7 170 78 295 98 2.8 46.00 250-1.4% -0.6% 4.6% 6.0% -15.0% -10.6% 25.5 6.67 0.53 0.55 5.25 0.56 VAKKO Vakko Tekstil 1.1 174 21 475 117 0.3 12.00 160-0.9% -0.1% 3.8% 5.2% -3.5% 0.9% -8.3 1.06 1.47 17.10 0.77 YATAS Yataş 1.7 71 34 79 32 1.3 48.00 43 0.6% 1.5% 2.5% 3.9% 19.3% 23.7% 8.2 8.73 0.87 0.70 5.06 0.58 Tekstil-Diğer 648 198 30.50 584 13.64 0.78 0.54 7.99 0.62 ARSAN Arsan Tekstil 1.4 122 54 244 61 8.4 44.00 85-1.4% -0.5% 2.9% 4.3% -31.2% -26.7% 44.8 2.72 0.78 1.32 18.48 1.90 ATEKS Akın Tekstil 6.5 163 21 228 66 1.0 13.00 25-1.8% -1.0% 1.9% 3.3% 17.4% 21.8% 93.3 1.75 0.58 0.54 14.41 1.15 BOSSA Bossa 2.3 246 15 502 161 0.6 6.00 108 0.4% 1.3% -0.4% 1.0% -36.7% -32.3% 4.4% 7.0 34.97 0.84 0.73 12.70 1.07 BRKO Birko Mensucat 0.5 29 25 58 24 0.1 88.00 60 0.0% 0.9% 0.0% 1.4% 0.0% 4.4% -8.1 0.26 12.81 0.87 SKTAS Söktaş 3.0 95 27 239 59 0.4 28.00 32-2.0% -1.1% -2.3% -0.8% -20.8% -16.4% -44.5 1.11 0.99 7.98 1.41 Tekstil-Pamuklu 655 142 21.61 310 7.08 0.71 0.90 11.65 1.22 AKSA Aksa 9.7 1,789 662 1,896 437 6.7 37.00 185 1.2% 2.0% 3.9% 5.3% 39.6% 44.0% 9.1% 8.6% 162.8 182.0 10.99 9.83 1.61 1.10 6.96 6.25 6.21 0.94 0.88 0.84 SASA Advansa Sasa 2.4 510 245 519 147 6.5 48.00 216 0.9% 1.7% 4.4% 5.9% 21.0% 25.4% 71.4 40.0 7.15 12.76 10.63 1.59 1.04 7.70 10.77 9.46 0.58 0.59 0.57 SONME Sönmez Filament 3.2 177 11 782 152 1.3 6.00 56 0.0% 0.9% -5.4% -4.0% -9.7% -5.3% 5.2 34.08 3.27 4.22 161.47 48.10 Tekstil-Sentetik 2,476 918 37.06 457 10.34 10.36 10.63 1.66 2.12 7.56 7.02 6.82 0.86 0.78 0.74 BOYP Boyner Perakende Yat. 51.4 2,056 391 2,230 280 1.7 19.00 40-1.1% -0.2% 6.5% 8.0% 3.0% 7.4% -226.0 16.99 13.46 1.03 YUNSA Yünsa 5.6 163 49 197 43 0.8 30.00 29 1.6% 2.5% 0.0% 1.4% 13.8% 18.3% 4.0% 10.0% 32.1 5.08 1.60 1.64 7.46 0.88 Tekstil-Yün 2,219 440 19.81 69 9.95 1.64 12.66 1.02 Tekstil-Tüm 5,998 1,696 28.28 1,420 DEVA Deva Holding 2.5 502 85 619 320 4.2 17.00 200 1.2% 2.1% 4.1% 5.6% 19.5% 23.9% 8.7 57.55 1.22 1.18 14.29 1.83 ECILC Eczacıbaşı ılaç 2.6 1,442 346 1,754 910 19.5 24.00 548 1.5% 2.4% 0.4% 1.8% 13.4% 17.8% 3.9% 4.1% -43.3-5.0 0.53 0.44 0.89 0.87 0.84 LKMNH Lokman Hekim 2.5 61 34 111 38 1.6 56.00 24-0.8% 0.1% -1.6% -0.1% -1.6% 2.9% 1.9% 1.4% 1.7 35.83 1.02 6.91 0.73 SELEC Selçuk Ecza Deposu 2.7 1,702 255 1,925 795 2.2 15.00 621 3.0% 3.9% 3.4% 4.8% 26.9% 31.3% 2.2% 2.3% 165.4 189.0 10.29 9.00 7.46 1.09 0.96 9.08 7.59 6.65 0.23 0.22 0.21 İlaç 3,706 721 19.44 27.97 0.78 0.86 14.56 0.42 ACSEL Aciselsan Acıpayam Selüloz 44.4 48 25 110 17 0.2 51.00 1-1.3% -0.5% 7.5% 8.9% 18.4% 22.8% 0.0 1059.36 8.85 45.58 4.92 ADEL Adel Kalemcilik 60.3 474 133 559 95 4.2 28.00 8-1.2% -0.4% -0.2% 1.3% 25.9% 30.3% 2.5% 4.5% 28.1 46.0 16.89 10.31 9.30 3.20 2.63 9.86 2.52 ADESE Adese Alışveriş Ticaret 11.8 1,062 127 1,152 146 8.1 12.00 90-1.7% -0.8% -3.7% -2.2% 57.5% 62.0% 18.5 57.30 2.66 78.43 1.95 AKGUV Akdeniz Güvenlik 4.5 117 20 304 117 0.8 17.00 26-1.5% -0.7% -4.7% -3.3% -30.8% -26.4% 2.1% 11.8 9.92 1.91 9.88 0.43 AKSEL Aksel Enerji Yat. Hol. 1.7 14 12 154 13 0.6 88.00 8 1.2% 2.1% 2.4% 3.9% -10.6% -6.2% 1.1 12.51 1.46 1.52 AVOD A.V.O.D. Gıda ve Tarım 1.1 32 24 77 21 0.3 74.00 29 4.7% 5.6% 7.8% 9.2% 8.8% 13.2% 0.5 69.96 0.93 13.42 0.71 BLCYT Bilici Yatırım 1.3 56 18 147 46 0.3 32.00 45-0.8% 0.1% -2.3% -0.9% -7.4% -3.0% 2.7% 9.6 5.88 0.72 5.53 1.18 BRKSN Berkosan Yalıtım 1.8 28 19 230 16 1.1 67.00 16-0.6% 0.3% 6.5% 8.0% -18.3% -13.9% 1.0 29.25 1.52 15.96 0.79 FLAP Flap Kongre Toplantı Hiz. 2.8 71 22 197 26 1.3 31.00 25 4.8% 5.7% 1.4% 2.9% 45.9% 50.3% 2.3 30.79 2.57 1.65 GEREL Gersan Elektrik 1.8 71 34 71 18 0.5 48.00 40 2.3% 3.2% 12.7% 14.1% 42.2% 46.6% 6.3 11.27 1.51 0.92 17.59 1.13 JANTS Jantsa Jant Sanayi 31.0 344 41 506 121 3.3 12.00 11 3.9% 4.7% 2.0% 3.4% -7.6% -3.2% 2.2% 2.6% 32.2 10.67 2.91 8.44 2.08 KATMR Katmerciler Ekipman 3.6 90 32 181 49 3.6 36.00 25-2.4% -1.6% -0.6% 0.9% -3.8% 0.7% 4.9% 9.3 9.64 2.23 11.56 1.04 KRA Karakaş Atlantis 1.1 73 18 172 59 0.2 25.00 67 2.8% 3.7% 1.9% 3.3% -0.9% 3.5% 0.1% 0.3% 2.6 28.14 0.72 17.86 0.35 KRSAN Karsusan Su Ürünleri San. 8.6 42 36 72 16 0.8 85.00 5-1.3% -0.4% 3.6% 5.1% 7.2% 11.7% -10.3 1.64 9.89 MEPET Metro Petrol ve Tesisleri 3.2 239 67 931 64 23.9 28.00 75-2.2% -1.3% 1.3% 2.7% -58.5% -54.0% 8.5 28.05 1.78 18.63 1.00 MMCAS MMC San. ve Tic. Yat. A.ş. 4.1 55 19 666 20 0.5 34.00 13 3.2% 4.1% 21.4% 22.8% 31.0% 35.4% -0.6 5.49 19.25 OSTIM Ostim Endüstriyel Yat. 3.4 60 17 426 36 0.4 29.00 18-0.9% 0.0% 1.2% 2.6% -12.3% -7.9% 3.5 17.14 0.87 20.94 5.23 PRZMA Prizma Pres Matbaacilik 1.2 29 16 132 27 0.4 56.00 24 1.7% 2.5% 2.5% 4.0% -8.3% -3.9% 2.1 14.01 0.80 23.12 1.94 ROYAL Royal Halı 2.7 161 47 267 144 1.2 29.00 60 5.9% 6.8% 7.6% 9.0% -5.9% -1.5% 26.5 21.0 6.08 7.69 7.69 0.81 7.16 6.61 5.91 0.89 0.91 0.84 SAMAT Saray Matbaacılık 1.2 23 16 135 21 0.2 71.00 18 0.8% 1.7% 1.6% 3.1% -8.8% -4.4% -0.4 1.15 19.92 0.64 TGSAS TGS Dış Ticaret 4.0 30 12 94 21 1.1 42.00 8 0.3% 1.1% 0.0% 1.4% -11.0% -6.6% 4.5% 2.3 12.94 1.35 10.12 5.11 Diğer 3,120 756 24.22 20.13 1.94 1.77 15.81 1.29 INTEM Intema 15.2 74 17 90 31 0.2 23.00 5 8.2% 9.0% 9.4% 10.8% -6.5% -2.0% 1.5 48.50 3.15 2.58 15.33 0.11 IZOCM Izocam 33.3 816 41 1,546 554 1.1 5.00 25-0.2% 0.7% 2.0% 3.4% -7.6% -3.2% 2.6% 4.2% 67.7 12.05 4.39 5.69 17.02 2.19 MRSHL Marshall 39.9 399 32 1,015 180 2.2 8.00 10-1.4% -0.5% -0.4% 1.1% -2.4% 2.0% 0.5 802.15 3.67 3.62 22.23 1.43 PIMAS Pimaş 2.6 94 15 162 44 0.6 16.00 36-0.4% 0.5% 0.8% 2.2% -7.4% -3.0% -17.2 1.01 0.95 17.46 0.67 DYOBY Dyo Boya 1.9 194 47 236 83 2.3 24.00 100 2.1% 3.0% 3.2% 4.6% -11.8% -7.4% 17.6 11.01 1.65 1.91 5.50 0.68 Inşaat Malz. 1,576 151 9.60 22.48 2.98 2.95 11.46 0.84 ALKA Alkim Kağıt 1.2 61 12 100 53 0.2 19.00 53 1.8% 2.6% 1.8% 3.2% -17.7% -13.3% 5.8% 7.2% -6.9 0.69 0.73 4.39 0.51 BAKAB Bak Ambalaj 2.7 97 20 114 58 0.3 21.00 36 4.7% 5.5% 3.4% 4.9% -14.8% -10.4% 7.6 12.81 0.77 5.70 0.50 KARTN Kartonsan 231.0 655 170 888 261 8.2 26.00 3-1.3% -0.4% 0.4% 1.9% -1.7% 2.7% 0.5% 0.9% 19.4 33.72 2.52 2.87 55.14 3.36 OLMIP Olmuksan-IP 8.1 262 31 483 145 0.4 12.00 33-0.2% 0.6% -0.1% 1.3% -16.4% -12.0% 15.7 16.76 1.05 1.04 11.61 0.57 TIRE Mondi Tire Kutsan 1.2 230 71 388 180 0.7 31.00 200-0.9% 0.0% 5.5% 6.9% -2.5% 1.9% 9.2 25.10 1.40 1.57 11.48 0.65 VKING Viking Kağıt 0.7 26 10 71 24 0.1 38.00 40 1.5% 2.4% 3.1% 4.6% -12.0% -7.6% -7.5 1.58 2.07 12.55 0.98 Kağıt 1,332 315 23.66 35.61 1.47 1.66 14.37 0.94 5
Kapanış mn 2012 2013 2014 2015T 2014 2015T 2016T 2014 BIST 100 Endeksi 81,938 507,382 171,064 651,780 245,095 4,170 33.71 76,049-0.9% -1.4% -4.4% 12.22 10.95 9.38 1.48 1.88 9.78 7.83 6.97 1.05 1.05 0.93 Net Kar, mn BRSAN Borusan Mannesmann 7.1 1,011 172 1,094 414 7.4 17.00 142-0.8% 0.0% -0.1% 1.3% -3.4% 1.0% 3.0% 1.7% 25.1 40.24 1.01 1.04 15.92 1.08 BURCE Burçelik 3.5 29 13 185 23 0.6 46.00 8 0.9% 1.7% 1.2% 2.6% -9.9% -5.5% 0.0 1270.04 1.86 58.31 1.00 CELHA Çelik Halat 3.2 53 11 77 29 0.3 20.00 17-2.7% -1.9% -2.1% -0.7% -5.6% -1.2% 7.8 6.77 1.53 1.68 6.58 0.58 DMSAS Demisaş Döküm 1.3 47 21 70 32 0.1 46.00 35 0.8% 1.6% 0.0% 1.4% -5.0% -0.6% 4.4 10.54 0.63 6.41 0.48 ERBOS Erbosan 43.8 228 112 267 48 2.8 49.00 5-2.2% -1.4% -0.5% 1.0% -0.6% 3.8% 3.3% 23.6 9.69 1.80 1.20 8.21 0.92 MAKTK Makina Takım 1.3 128 20 272 35 2.8 16.00 100 0.0% 0.9% 1.6% 3.0% 3.2% 7.6% -13.2 26.12 3.39 SARKY Sarkuysan 3.0 303 251 421 145 0.2 83.00 100-0.3% 0.5% 0.7% 2.1% -2.3% 2.2% 6.3% 6.3% 24.3 12.45 0.92 0.82 12.09 0.28 Metal İş. & Çelik Dök. 1,799 601 33.42 24.95 1.16 1.19 13.32 0.63 EGLYO Egeli&Co Girişim 4.9 97 16 120 20 0.1 16.00 20-0.6% 0.2% -2.4% -1.0% -17.9% -13.5% -7.9 2.92 1.48 EGCYO Egeli & Co Tarım Girişim 1.3 28 22 42 10 0.4 80.00 22 2.4% 3.3% -3.1% -1.6% 32.3% 36.7% 7.7 3.62 0.63 RHEAG Rhea Girişim 0.8 32 27 111 26 1.2 87.00 42-1.3% -0.4% -1.3% 0.1% -2.6% 1.8% -4.4 0.76 2.00 ISGSY İş Girişim 1.9 144 45 209 84 0.2 31.00 75-1.0% -0.2% 0.5% 2.0% -8.0% -3.6% 4.6% 6.3% 14.6 9.87 0.54 0.68 GOZDE Gözde Girişim 2.9 1,109 288 1,259 56 11.5 26.00 385 2.9% 3.7% 4.0% 5.4% -0.3% 4.1% 60.2 18.43 1.47 1.57 Girişim Serm. 1,410 398 28.26 543 20.10 1.24 1.43 ALC Alcatel Lucent Teletaş 3.3 128 42 207 86 13.2 33.00 39 2.5% 3.3% 3.7% 5.2% 24.3% 28.8% -0.6 2.48 2.19 5.43 0.14 ANELT Anel Telekom 2.1 106 14 190 39 0.1 13.00 50 0.0% 0.9% 3.9% 5.4% -7.0% -2.6% 3.5 30.08 3.11 2.71 17.27 2.01 NETAS Netaş Telekom. 9.6 625 219 1,888 315 53.1 35.00 65 1.6% 2.4% 10.2% 11.6% 44.4% 48.8% 10.6% 11.8 52.73 1.93 1.71 20.98 1.02 PRKAB Türk Prysmian Kablo 1.3 148 22 203 128 0.1 15.00 112 1.5% 2.4% 2.3% 3.8% -7.7% -3.3% 3.8% 4.8% 11.8 12.54 1.07 1.16-0.29-0.01 Telekom Ekipman 1,007 297 29.49 37.88 1.84 1.94 10.12 0.42 CRDFA Creditwest Faktoring 2.0 161 23 198 76 0.2 14.00 80 1.0% 1.9% -0.5% 0.9% 2.6% 7.0% 6.9% 4.3% 25.1 6.40 1.07 1.16 GARFA Garanti Faktoring 2.2 172 14 309 70 0.4 8.00 80 0.0% 0.9% 1.4% 2.8% 3.3% 7.8% 20.5 8.37 1.22 1.66 GSDDE GSD Denizcilik 1.5 78 18 96 18 0.4 23.00 52-1.3% -0.5% -2.0% -0.5% 8.0% 12.4% -8.5 0.80 ISFIN Iş Fin. Kir. 1.0 457 146 519 290 1.4 32.00 462-1.0% -0.1% 1.0% 2.5% 7.7% 12.1% 4.0% 78.5 5.82 0.70 VAKFN Vakıf Fin. Kir. 1.1 71 16 144 59 0.4 22.00 65-0.9% -0.1% 0.9% 2.4% -8.4% -4.0% -3.9 0.68 0.95 Finansal Kiralama & Faktoring 938 216 23.02 8.40 0.82 0.94 MAALT Marmaris Altınyunus 12.4 68 19 146 51 0.2 28.00 6-0.8% 0.1% -1.2% 0.2% -8.2% -3.8% 2.9 23.27 1.26 18.35 9.67 MARTI Martı Otel 0.6 52 32 130 43 0.2 61.00 87-1.6% -0.8% -1.6% -0.2% -4.8% -0.3% -30.4 14.32 25.23 3.15 NTTUR Net Turizm 1.3 448 99 522 118 2.1 22.00 350 0.0% 0.9% -1.5% -0.1% 0.0% 4.4% 198.5 2.26 0.46 0.49 156.35 6.48 TEKTU Tek-Art Turizm 0.6 92 42 254 74 1.8 46.00 146-1.6% -0.7% 1.6% 3.0% 1.6% 6.0% 2.3 39.77 0.52 0.67 19.46 6.83 UTPYA Utopya Turizm 1.2 31 12 140 24 0.1 40.00 25-0.8% 0.0% 2.5% 4.0% -13.5% -9.1% -1.0 0.32 9.77 2.09 Turizm 691 204 29.53 4.01 0.53 0.39 27.14 4.06 DURDO Duran Doğan Basım 2.3 38 13 80 21 0.3 35.00 17-0.4% 0.4% -0.4% 1.0% -0.9% 3.6% 1.9 20.64 2.61 2.92 8.92 1.10 HURGZ Hürriyet Gzt. 0.8 420 88 1,275 304 4.4 21.00 552 18.8% 19.6% 20.6% 22.1% -11.6% -7.2% -168.7 1.01 0.92 14.71 0.87 IHGZT İhlas Gazetecilik 0.5 60 19 474 48 0.9 31.00 120 2.0% 2.9% 4.2% 5.6% 6.4% 10.8% 46.0 1.30 0.23 0.67 IHYAY İhlas Yayın Holding 0.3 56 27 442 52 0.6 48.00 200 3.7% 4.6% 0.0% 1.4% -6.7% -2.3% 21.6 2.60 0.35 0.36 TARAF Taraf Gazetecilik 2.1 20 9 210 14 1.2 47.00 10 0.5% 1.3% 0.0% 1.4% -9.7% -5.3% 1.1 17.49 1.98 7.79 1.06 Basın 593 156 26.32 0.69 1.92 0.79 ANELE Anel Elektrik 1.2 132 59 315 101 2.8 45.00 110 1.7% 2.6% 0.0% 1.4% -6.3% -1.8% 10.0 18.0 13.16 7.33 6.60 0.49 7.39 9.03 7.86 0.58 0.79 0.66 EDIP Edip Gayrimenkul 0.9 59 19 158 48 0.3 32.00 65 0.0% 0.9% 2.2% 3.7% -4.2% 0.2% 37.4 1.58 0.27 1.12 12.17 5.71 KUYAS Kuyumcukent Gayrimenkul 8.3 75 60 90 31 0.9 80.00 9 1.2% 2.1% -4.3% -2.9% 51.1% 55.5% 3.2% 1.8% -0.4 0.92 40.54 2.34 MUTGG Mutlu Yatırım Gayrimenkul 37.4 266 66 283 105 5.7 25.00 7 0.5% 1.4% 0.1% 1.6% 78.7% 83.1% 5.0 53.45 1.90 SANEL Sanel Mühendislik 5.1 68 20 75 39 0.5 29.00 13-0.8% 0.1% 0.6% 2.0% -2.2% 2.2% 2.9 23.57 3.00 17.62 1.47 İnşaat ve Bayındırlık 600 224 37.41 10.93 0.81 1.12 13.91 1.39 ISMEN Iş Y. Men. Değ. 1.1 378 106 572 343 0.5 28.00 332 0.9% 1.7% 3.6% 5.1% 10.0% 14.4% 4.1% 6.3% 62.9 72.0 6.02 5.3 4.9 0.68 0.95 Aracı Kurumlar 378 106 28.00 6.02 5.26 4.85 0.68 0.95 0.00 GENTS Gentaş 1.4 130 59 182 76 0.6 45.00 95-0.7% 0.1% 0.7% 2.2% -18.0% -13.6% 3.7% 5.0% 15.7 8.29 0.82 0.93 5.02 0.55 DGKLB Doğtaş Kelebek Mobilya 1.5 307 25 370 32 0.6 8.00 209-0.7% 0.2% -2.0% -0.6% 3.5% 7.9% -11.3 5.98 1.90 19.63 1.46 Mobilya 437 83 19.01 98.63 2.09 1.42 12.09 1.08 AAS Atlas Yat. 0.8 16 8 17 3 0.8 50.00 20 0.0% 0.9% 3.9% 5.4% 12.9% 17.3% -0.2 1.86 1.23 ECBYO Eczacıbaşı Yat. 1.4 29 15 32 14 0.8 54.00 21 0.7% 1.6% 1.5% 2.9% 16.2% 20.7% 8.0 3.55 0.59 0.51 EUYO Euro Yat. 0.5 9 7 34 6 0.1 75.00 20 2.2% 3.1% 2.2% 3.7% -2.1% 2.3% 1.3 7.23 0.40 ETYAT Euro Trend Yat. 0.5 10 9 63 6 0.1 94.00 20 0.0% 0.9% 2.1% 3.6% -0.4% 4.0% 1.2% 1.7% 1.4 6.79 0.47 0.55 EUKYO Euro Kapital Yat. 0.5 10 7 199 9 0.1 71.00 20 0.0% 0.9% 0.0% 1.4% -7.5% -3.1% 2.1% 0.2% 1.7 5.69 0.42 GRNYO Garanti Yat. 0.7 23 19 33 14 0.3 84.00 32 1.4% 2.3% 1.4% 2.8% -4.0% 0.4% 4.6% 0.9% 2.0 11.75 0.64 0.61 ISYAT Iş Yat. 0.9 146 98 207 108 1.4 67.00 161-1.1% -0.2% -1.1% 0.3% 3.7% 8.1% 15.9% 17.0% 29.0 5.04 0.56 OYAYO Oyak Yat. 0.8 17 9 26 6 0.5 53.00 20 0.0% 0.9% 10.5% 12.0% -5.6% -1.2% 1.2% 0.7 25.64 1.53 0.99 VKFYO Vakıf Yat. 0.9 18 6 26 10 0.4 34.00 20 0.0% 0.9% -2.2% -0.8% -8.2% -3.8% 0.0 945.40 0.99 Yat 277 178 64.47 6.30 0.62 0.65 RYSAS Reysaş Lojistik 0.9 102 58 276 68 5.0 57.00 110 0.0% 0.9% -2.1% -0.7% 16.3% 20.7% 20.4 5.00 0.55 1.39 4.74 1.18 Lojistik 102 58 57.00 5.00 0.55 1.39 4.74 1.18 Kaynak: Bloomberg, Vakıf Yatırım Araştırma : Piyasa Değeri/Son Dört Çeyrek Net Kar FD/FAVÖK: Firma Değeri/Son Dört Çeyrek FAVÖK FAVÖK: Faiz, Amortisman ve Vergi Öncesi Kar FD/SATIŞ: Firma Değeri/Son Dört Çeyrek Net Satışlar PD/DD: Piyasa Değeri/Özkaynaklar Burada 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. Gerek bu yayındaki, gerekse bu yayında kullanılan kaynaklardaki hata ve eksikliklerden ve bu yayındaki bilgilerin kullanılması sonucunda yatırımcıların ve/veya ilgili kişilerin uğrayabilecekleri doğrudan ve/veya dolaylı zararlardan, kâr yoksunluğundan manevi zararlardan ve her ne şekil ve surette olursa olsun üçüncü kişilerin uğrayabileceği her türlü zararlardan dolayı Vakıf Yatırım Menkul Değerler A.Ş. sorumlu tutulamaz. 6