Weatherford International Sal\u0131 g\u00fcn\u00fc ilk \u00e7eyrek sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klayacak. Yat\u0131r\u0131mc\u0131lar, petrol sahas\u0131 hizmetleri sa\u011flay\u0131c\u0131s\u0131n\u0131n Orta Do\u011fu’daki aksakl\u0131klardan kaynaklanan k\u0131sa vadeli zorluklar\u0131n \u00fcstesinden gelip gelemeyece\u011fini ve g\u00fc\u00e7l\u00fc nakit yaratma profilini s\u00fcrd\u00fcr\u00fcp s\u00fcrd\u00fcremeyece\u011fini g\u00f6steren i\u015faretleri arayacak.
\nAnalistler, \u015firketin 1,15 milyar dolar gelirle hisse ba\u015f\u0131na 1,07 dolar kazan\u00e7 elde etmesini bekliyor. Bu, Weatherford’un 1,29 milyar dolar gelirle hisse ba\u015f\u0131na 1,91 dolar kazan\u00e7 bildirdi\u011fi d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011fe g\u00f6re keskin bir d\u00fc\u015f\u00fc\u015fe i\u015faret ediyor. Beklenen %44’l\u00fck kazan\u00e7 d\u00fc\u015f\u00fc\u015f\u00fc, y\u00f6netimin 2026’n\u0131n ilk yar\u0131s\u0131n\u0131 “daha zay\u0131f” olarak nitelendirmesini yans\u0131t\u0131yor.
\nAnalistler hisse senedi i\u00e7in “Al” tavsiyesini s\u00fcrd\u00fcr\u00fcyor ve ortalama 111,25 dolarl\u0131k fiyat hedefi, mevcut 102 dolar seviyelerinden %8,7’lik bir y\u00fckseli\u015f potansiyeli ima ediyor. Ancak son zamanlarda piyasa duyarl\u0131l\u0131\u011f\u0131 so\u011fudu: Son 60 g\u00fcnde hisse ba\u015f\u0131na kazan\u00e7 (EPS) tahminleri %5,7 d\u00fc\u015ferken, gelir beklentileri nispeten sabit kald\u0131.
\nHouston merkezli \u015firket, petrol sahas\u0131 hizmetleri i\u00e7in zorlu bir ortamda ilerliyor. \u0130ran’daki \u00e7at\u0131\u015fmalar\u0131n operasyonlar\u0131 aksatmas\u0131yla Orta Do\u011fu’daki faaliyetler azald\u0131. Sekt\u00f6r\u00fcn \u00f6nde gelen \u015firketlerinden SLB, b\u00f6lgedeki seyahatleri ask\u0131ya almas\u0131 ve operasyonlar\u0131n\u0131 durdurmas\u0131n\u0131n ard\u0131ndan ilk \u00e7eyrek kazan\u00e7lar\u0131nda d\u00fc\u015f\u00fc\u015f bekliyor. Sekt\u00f6r dan\u0131\u015fmanlar\u0131, ilk \u00e7eyrekte Orta Do\u011fu’dan elde edilen petrol sahas\u0131 hizmetleri gelirlerinin %10 ila %20 oran\u0131nda d\u00fc\u015febilece\u011fini tahmin ediyor.
\nYat\u0131r\u0131mc\u0131lar Neleri Takip Ediyor?
\nOrta Do\u011fu’ya Maruz Kalma: Analistler, \u0130ran sava\u015f\u0131n\u0131n k\u00fcresel petrol arz piyasalar\u0131nda oynakl\u0131k yaratt\u0131\u011f\u0131n\u0131 belirtiyor. RBC Capital, mevcut aksakl\u0131\u011f\u0131 Weatherford hisseleri i\u00e7in “cazip bir giri\u015f noktas\u0131” olarak g\u00f6r\u00fcyor. As\u0131l soru, \u015firketin \u00e7e\u015fitlendirilmi\u015f k\u00fcresel varl\u0131\u011f\u0131n\u0131n b\u00f6lgesel zay\u0131fl\u0131\u011f\u0131 telafi edip edemeyece\u011fi.
\nNakit Ak\u0131\u015f\u0131 Direnci: Piper Sandler, Weatherford’un yat\u0131r\u0131m tezinin merkezinde yer alan “sekt\u00f6r lideri nakit yaratma ve getiri metriklerini” vurguluyor. \u015eirket, 2025 y\u0131l\u0131nda %43,7’lik bir d\u00f6n\u00fc\u015f\u00fcm oran\u0131yla 466 milyon dolar d\u00fczeltilmi\u015f serbest nakit ak\u0131\u015f\u0131 sa\u011flad\u0131 ve 2026 i\u00e7in d\u00f6n\u00fc\u015f\u00fcm oran\u0131n\u0131n %40’lar\u0131n d\u00fc\u015f\u00fck ila orta seviyelerinde olmas\u0131n\u0131 bekliyor.
\nY\u0131l\u0131n \u0130kinci Yar\u0131s\u0131 G\u00f6r\u00fcn\u00fcm\u00fc: Y\u00f6netim, mevsimsellik, tarife etkileri ve i\u015fletme sermayesi birikiminin etkisiyle ilk yar\u0131n\u0131n daha zay\u0131f ge\u00e7mesini, ard\u0131ndan y\u0131l\u0131n ilerleyen d\u00f6nemlerinde faaliyetlerin g\u00fc\u00e7lenmesini bekliyor. Yat\u0131r\u0131mc\u0131lar, herhangi bir toparlanman\u0131n zamanlamas\u0131 ve b\u00fcy\u00fckl\u00fc\u011f\u00fc hakk\u0131nda detaylar i\u00e7in bask\u0131 yapacak.
\nWeatherford, d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte beklentileri a\u015farak kazan\u00e7larda konsens\u00fcs tahminlerini yakla\u015f\u0131k %30 oran\u0131nda geride b\u0131rakm\u0131\u015ft\u0131. \u015eirket ayr\u0131ca hissedar de\u011ferini art\u0131rmak i\u00e7in ad\u0131mlar att\u0131; Nisan ba\u015f\u0131nda ana \u015firketini \u0130rlanda’dan Teksas’a ta\u015f\u0131ma planlar\u0131n\u0131 duyurdu ve \u00fc\u00e7 ayl\u0131k temett\u00fcs\u00fcn\u00fc %10 art\u0131rd\u0131.
\nBu sonu\u00e7lar, Weatherford’un zorlu bir faaliyet ortam\u0131nda ivmesini s\u00fcrd\u00fcr\u00fcp s\u00fcrd\u00fcremeyece\u011fini veya k\u0131sa vadeli bask\u0131lar\u0131n t\u00fcm y\u0131l g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc yeniden ayarlamaya zorlay\u0131p zorlamayaca\u011f\u0131n\u0131 test edecek.
\n#Weatherford #PetrolSahas\u0131Hizmetleri #OrtaDo\u011fu #Kazan\u00e7Raporu #FinansHaberleri #EnerjiSekt\u00f6r\u00fc #NakitAk\u0131\u015f\u0131 #Yat\u0131r\u0131mc\u0131lar #PiyasaAnalizi #PetrolEnd\u00fcstrisi<\/p>\n","protected":false},"excerpt":{"rendered":"
Weatherford International Sal\u0131 g\u00fcn\u00fc ilk \u00e7eyrek sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klayacak. Yat\u0131r\u0131mc\u0131lar, petrol sahas\u0131 hizmetleri sa\u011flay\u0131c\u0131s\u0131n\u0131n Orta Do\u011fu’daki aksakl\u0131klardan kaynaklanan k\u0131sa vadeli zorluklar\u0131n \u00fcstesinden gelip gelemeyece\u011fini ve g\u00fc\u00e7l\u00fc nakit yaratma profilini s\u00fcrd\u00fcr\u00fcp s\u00fcrd\u00fcremeyece\u011fini g\u00f6steren i\u015faretleri arayacak. Analistler, \u015firketin 1,15 milyar dolar gelirle hisse ba\u015f\u0131na 1,07 dolar kazan\u00e7 elde etmesini bekliyor. Bu, Weatherford’un 1,29 milyar dolar gelirle hisse ba\u015f\u0131na […]<\/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-4096","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\/4096","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=4096"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/4096\/revisions"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4096"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=4096"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=4096"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}