{"id":4052,"date":"2026-04-21T02:45:36","date_gmt":"2026-04-20T23:15:36","guid":{"rendered":"https:\/\/fajr.news\/?p=4052"},"modified":"2026-04-21T02:45:36","modified_gmt":"2026-04-20T23:15:36","slug":"halliburtonin-kazanclari-ortadogu-riskleri-golgesinde-mercek-altinda","status":"publish","type":"post","link":"https:\/\/fajr.news\/?p=4052&lang=tr","title":{"rendered":"Halliburton’\u0131n Kazan\u00e7lar\u0131 Ortado\u011fu Riskleri G\u00f6lgesinde Mercek Alt\u0131nda"},"content":{"rendered":"

Halliburton \u015eirketi<\/strong>, piyasa a\u00e7\u0131lmadan \u00f6nce Sal\u0131 sabah\u0131 ilk \u00e7eyrek kazan\u00e7lar\u0131n\u0131 a\u00e7\u0131klayacak. Bu rapor, petrol sahas\u0131 hizmetleri devinin Kuzey Amerika’daki yava\u015flayan faaliyetler ve ABD-\u0130ran \u00e7at\u0131\u015fmas\u0131n\u0131n ard\u0131ndan t\u0131rmanan Ortado\u011fu gerilimleriyle nas\u0131l ba\u015fa \u00e7\u0131kt\u0131\u011f\u0131na dair kritik bilgiler sunacak.<\/p>\n

Analist Beklentileri ve Finansal G\u00f6r\u00fcn\u00fcm<\/h2>\n

Analistler, Houston merkezli \u015firketin hisse ba\u015f\u0131na 50 sent kar ve 5.31 milyar dolar gelir a\u00e7\u0131klamas\u0131n\u0131 bekliyor. Bu rakamlar, bir \u00f6nceki y\u0131l\u0131n ayn\u0131 \u00e7eyre\u011fine g\u00f6re s\u0131ras\u0131yla %17 ve %2’lik d\u00fc\u015f\u00fc\u015fleri temsil ediyor. Tahminler ayr\u0131ca, Halliburton’\u0131n hisse ba\u015f\u0131na 69 sent kar ve 5.70 milyar dolar gelir elde etti\u011fi d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011fe k\u0131yasla bir d\u00fc\u015f\u00fc\u015fe i\u015faret ediyor.<\/p>\n

Wall Street analistleri, hisse senedi i\u00e7in \u201cSat\u0131n Al\u201d tavsiyesini s\u00fcrd\u00fcr\u00fcyor ve ortalama fiyat hedefini 39.30 dolar olarak belirlemi\u015f durumda. Bu, Cuma g\u00fcnk\u00fc kapan\u0131\u015f fiyat\u0131 olan 37.15 dolardan yakla\u015f\u0131k %6’l\u0131k bir art\u0131\u015f potansiyeli anlam\u0131na geliyor. Ancak, konsens\u00fcs hisse ba\u015f\u0131na kazan\u00e7 (EPS) tahminleri son iki ayda yakla\u015f\u0131k %2 oran\u0131nda d\u00fc\u015ferken, gelir tahminleri nispeten istikrarl\u0131 kald\u0131.<\/p>\n

Yat\u0131r\u0131mc\u0131lar\u0131n Odak Noktalar\u0131<\/h2>\n

Bu \u00e7eyre\u011fin sonu\u00e7lar\u0131, Halliburton’\u0131n i\u015flerinin ABD ve \u0130srail sald\u0131r\u0131lar\u0131yla \u015eubat sonunda ba\u015flayan \u201c\u0130ran sava\u015f\u0131\u201dn\u0131n yaratt\u0131\u011f\u0131 aksakl\u0131klara nas\u0131l dayand\u0131\u011f\u0131na dair ilk kapsaml\u0131 g\u00f6r\u00fcn\u00fcm\u00fc sa\u011flayacak. Bir\u00e7ok analist, Halliburton’\u0131n Ortado\u011fu’daki oynakl\u0131\u011fa kar\u015f\u0131 rakiplerinden daha iyi konumlanm\u0131\u015f oldu\u011funu belirtiyor. UBS analisti Josh Silverstein, 7 Nisan tarihli notunda, \u201cHAL’\u0131n b\u00f6lgedeki faaliyet azalmalar\u0131na maruz kalmas\u0131n\u0131n rakiplerine k\u0131yasla daha hafif oldu\u011funu g\u00f6r\u00fcyoruz,\u201d diyerek bu cephede \u201cdaha g\u00fc\u00e7l\u00fc bir g\u00fcncelleme\u201d beklentisi olu\u015fturdu.<\/p>\n

Kuzey Amerika Piyasas\u0131 ve Uluslararas\u0131 Geni\u015fleme<\/h2>\n

Kuzey Amerika’daki faaliyet e\u011filimleri de e\u015fit derecede kritik \u00f6nem ta\u015f\u0131yor. Kuzey Amerika kaya gaz\u0131 faaliyetleri sekt\u00f6r i\u00e7in bir b\u00fcy\u00fcme motoru olmaya devam etse de, i\u00e7 pazar k\u0131sa vadeli zorluklarla kar\u015f\u0131 kar\u015f\u0131ya. Analistler, y\u0131l\u0131n ikinci yar\u0131s\u0131na girerken \u201cbeyaz alan\u201d azaltmalar\u0131 ve fiyatland\u0131rma g\u00fcc\u00fc hakk\u0131ndaki yorumlar\u0131 yak\u0131ndan takip ediyor. Halliburton’\u0131 Mart ay\u0131nda \u201cPiyasa \u00dcst\u00fc Performans\u201d seviyesine y\u00fckselten Evercore ISI analisti Stephen Richardson, \u201cart\u0131r\u0131lm\u0131\u015f faaliyetin ilk i\u015faretlerinin baz\u0131 \u00f6zel faaliyet eklemeleriyle birlikte 2. \u00e7eyrekte gelebilece\u011fine\u201d inan\u0131yor.<\/p>\n

Uluslararas\u0131 geni\u015fleme, \u00e7eyre\u011fin \u00f6ne \u00e7\u0131kan temas\u0131 olabilir. Halliburton, Nisan ay\u0131nda Arjantin’in en verimli kaya gaz\u0131 olu\u015fumlar\u0131ndan biri olan Vaca Muerta’da bir milyarlarca dolarl\u0131k s\u00f6zle\u015fme imzalad\u0131\u011f\u0131n\u0131 duyurdu. Bu s\u00f6zle\u015fme, Halliburton’\u0131n ZEUS elektrikli hidrolik \u00e7atlatma hizmetlerini ilk uluslararas\u0131 uygulamas\u0131nda kullanacak. ABD’li hidrolik \u00e7atlatma \u015firketleri, i\u00e7 b\u00fcy\u00fcmenin yava\u015flamas\u0131yla birlikte y\u00fczlerce pompay\u0131 Arjantin ve Avustralya gibi deniza\u015f\u0131r\u0131 \u00fclkelere g\u00f6ndererek at\u0131l ekipmanlar\u0131n\u0131 giderek daha fazla yurt d\u0131\u015f\u0131na y\u00f6nlendiriyor.<\/p>\n

\u00d6nceki \u00c7eyrekteki Momentum<\/h2>\n

Halliburton’\u0131n d\u00f6rd\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131 beklentileri a\u015fm\u0131\u015ft\u0131; hisse ba\u015f\u0131na 69 sentlik kazan\u00e7, 55 sentlik konsens\u00fcs\u00fc %25 oran\u0131nda geride b\u0131rakm\u0131\u015ft\u0131. 5.70 milyar dolarl\u0131k gelir ise 5.41 milyar dolarl\u0131k tahmini %5’ten fazla a\u015farak \u015firketin zorlu bir i\u015fletme ortam\u0131nda yol alabilme yetene\u011fini vurgulam\u0131\u015ft\u0131.<\/p>\n

\u015eimdi soru \u015fu: Halliburton’\u0131n co\u011frafi \u00e7e\u015fitlendirme stratejisi \u2013 uluslararas\u0131 alanda geni\u015flerken i\u00e7 piyasadaki d\u00f6ng\u00fcselli\u011fi atlatmak \u2013 artan jeopolitik ve makroekonomik belirsizlik d\u00f6neminde bu ivmeyi s\u00fcrd\u00fcrebilecek mi? Sal\u0131 g\u00fcnk\u00fc rapor, \u015firketin stratejisinin i\u015fe yaray\u0131p yaramad\u0131\u011f\u0131na dair kritik sinyaller sa\u011flayacakt\u0131r.<\/p>\n

#Halliburton #PetrolHizmetleri #Kazan\u00e7Raporu #Ortado\u011fuGerilimi #KuzeyAmerikaPetrol #Uluslararas\u0131Geni\u015fleme #KayaGaz\u0131 #Yat\u0131r\u0131mc\u0131lar #EnerjiPiyasas\u0131 #JeopolitikRisk<\/p>\n","protected":false},"excerpt":{"rendered":"

Halliburton \u015eirketi, piyasa a\u00e7\u0131lmadan \u00f6nce Sal\u0131 sabah\u0131 ilk \u00e7eyrek kazan\u00e7lar\u0131n\u0131 a\u00e7\u0131klayacak. Bu rapor, petrol sahas\u0131 hizmetleri devinin Kuzey Amerika’daki yava\u015flayan faaliyetler ve ABD-\u0130ran \u00e7at\u0131\u015fmas\u0131n\u0131n ard\u0131ndan t\u0131rmanan Ortado\u011fu gerilimleriyle nas\u0131l ba\u015fa \u00e7\u0131kt\u0131\u011f\u0131na dair kritik bilgiler sunacak. Analist Beklentileri ve Finansal G\u00f6r\u00fcn\u00fcm Analistler, Houston merkezli \u015firketin hisse ba\u015f\u0131na 50 sent kar ve 5.31 milyar dolar gelir a\u00e7\u0131klamas\u0131n\u0131 […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-4052","post","type-post","status-publish","format-standard","hentry","category-orta-dogu-haberleri"],"_links":{"self":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/4052","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4052"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/4052\/revisions"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4052"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=4052"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=4052"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}