Sainsbury’s (LON: SBRY) hisseleri, 28 \u015eubat 2026’da sona eren 52 haftal\u0131k d\u00f6neme ili\u015fkin \u00f6n sonu\u00e7lar\u0131n a\u00e7\u0131klanmas\u0131n\u0131n ard\u0131ndan erken i\u015flemlerde %5,5 d\u00fc\u015ft\u00fc.
\nBu d\u00fc\u015f\u00fc\u015f, \u015firketin Orta Do\u011fu’daki \u00e7at\u0131\u015fman\u0131n hem m\u00fc\u015fterilerini hem de i\u015fini etkileyece\u011fi ve gelecekteki karl\u0131l\u0131k konusunda belirsizlik yarataca\u011f\u0131 y\u00f6n\u00fcndeki uyar\u0131s\u0131na ba\u011flan\u0131yor.
\nSainsbury’s, 2026\/27 mali y\u0131l\u0131 i\u00e7in toplam temel faaliyet kar\u0131n\u0131n 975 milyon sterlin ile 1.075 milyon sterlin aras\u0131nda olmas\u0131n\u0131 bekliyor. Kar uyar\u0131s\u0131na ra\u011fmen \u015firket, perakende serbest nakit ak\u0131\u015f\u0131n\u0131n 500 milyon sterlini a\u015faca\u011f\u0131 beklentisini koruyor.
\n2025\/26 mali y\u0131l\u0131 i\u00e7in Sainsbury’s, sat\u0131\u015flar\u0131nda (yak\u0131t hari\u00e7) %4,9’luk bir art\u0131\u015fla 25,9 milyar sterline ula\u015ft\u0131\u011f\u0131n\u0131 bildirdi. Market sat\u0131\u015flar\u0131, y\u0131l boyunca tutarl\u0131 hacim art\u0131\u015flar\u0131 ve pazar pay\u0131 geni\u015flemesi sayesinde %5,2 art\u0131\u015fla g\u00fc\u00e7l\u00fc bir b\u00fcy\u00fcme g\u00f6sterdi. Argos sat\u0131\u015flar\u0131 da %0,7’lik m\u00fctevaz\u0131 bir art\u0131\u015fla 4,1 milyar sterline y\u00fckseldi. Ancak, yak\u0131t sat\u0131\u015flar\u0131 %8,2 d\u00fc\u015f\u00fc\u015fle 3,6 milyar sterline geriledi.
\nPerakende temel faaliyet kar\u0131, \u00f6nemli i\u015fletme maliyeti enflasyonu ve rekabet g\u00fcc\u00fcn\u00fc korumak i\u00e7in yap\u0131lan de\u011fer yat\u0131r\u0131mlar\u0131n\u0131 yans\u0131tarak %1,1 d\u00fc\u015f\u00fc\u015fle 1.025 milyon sterline geriledi. Vergi sonras\u0131 yasal kar, durdurulan Finansal Hizmetler operasyonlar\u0131ndan kaynaklanan daha d\u00fc\u015f\u00fck zararlar ve azalan yeniden yap\u0131land\u0131rma maliyetleri nedeniyle %55,3 art\u0131\u015fla 393 milyon sterline y\u00fckseldi.
\n\u015eirket, hisse ba\u015f\u0131na 13,7 peni tam y\u0131l temett\u00fc teklif ediyor; bu %0,7’lik marjinal bir art\u0131\u015f. Ayr\u0131ca Sainsbury’s, hisse geri al\u0131mlar\u0131 yoluyla hissedarlara aktif olarak sermaye iade ediyor; 200 milyon sterlinlik temel geri al\u0131m\u0131 tamamlad\u0131 ve bankac\u0131l\u0131k operasyonlar\u0131n\u0131n elden \u00e7\u0131kar\u0131lmas\u0131ndan 300 milyon sterlin iade etti. Bankac\u0131l\u0131k \u00e7\u0131k\u0131\u015f\u0131ndan elde edilen ek 100 milyon sterlin bu y\u0131l iade edilecek, ayr\u0131ca 200 milyon sterlinlik temel geri al\u0131m ile toplamda 300 milyon sterlinlik hisse geri al\u0131m\u0131 yap\u0131lacak.
\nAskTraders Yorumu: Orta Do\u011fu belirsizlikleriyle ba\u011flant\u0131l\u0131 kar uyar\u0131s\u0131, hisse senedi \u00fczerinde a\u011f\u0131r bir bask\u0131 olu\u015fturuyor. Piyasalar, Sainsbury’s’in bu zorluklar\u0131n \u00fcstesinden nas\u0131l gelece\u011fini ve de\u011fer odakl\u0131 stratejisinin artan maliyetler kar\u015f\u0131s\u0131nda hacim b\u00fcy\u00fcmesini s\u00fcrd\u00fcr\u00fcp s\u00fcrd\u00fcremeyece\u011fini yak\u0131ndan izleyecek.
\nCEO Simon Roberts, “G\u00fcnden g\u00fcne daha fazla m\u00fc\u015fteri, al\u0131\u015fveri\u015flerinin daha fazlas\u0131 i\u00e7in Sainsbury’s’i se\u00e7iyor, bize her g\u00fcn harika bir de\u011fer sunma konusunda g\u00fcveniyor,” diyerek \u015firketin zorlu ko\u015fullar alt\u0131nda m\u00fc\u015fteri de\u011ferine olan ba\u011fl\u0131l\u0131\u011f\u0131n\u0131 vurgulad\u0131.
\nAnalist \u00d6zeti: Bo\u011fa ve Ay\u0131 Senaryolar\u0131
\nBo\u011fa Senaryosu:
\n“Aldi Fiyat E\u015fle\u015ftirme” ve Nectar Fiyatlar\u0131’na yap\u0131lan yat\u0131r\u0131m, de\u011fer odakl\u0131 m\u00fc\u015fterileri ba\u015far\u0131yla \u00e7ekiyor ve pazar pay\u0131n\u0131 art\u0131r\u0131yor.
\nTaze g\u0131da kategorilerindeki g\u00fc\u00e7l\u00fc performans, genel market sat\u0131\u015f b\u00fcy\u00fcmesini destekliyor.
\nSa\u011flam bir maliyet tasarrufu program\u0131, enflasyonist bask\u0131lar\u0131 hafifletmek i\u00e7in 1 milyar sterlin tasarruf sa\u011flamay\u0131 hedefliyor.
\nVergi sonras\u0131 yasal kar %55,3 artt\u0131 ve \u015firket, temett\u00fcler ve geri al\u0131mlar yoluyla hissedarlara aktif olarak sermaye iade ediyor.
\nAy\u0131 Senaryosu:
\nOrta Do\u011fu \u00e7at\u0131\u015fmas\u0131yla ba\u011flant\u0131l\u0131 kar uyar\u0131s\u0131, gelecekteki karl\u0131l\u0131k konusunda \u00f6nemli belirsizlik yaratt\u0131.
\n\u015eirket, 2026\/27 mali y\u0131l\u0131 i\u00e7in temel faaliyet kar\u0131nda bir d\u00fc\u015f\u00fc\u015f bekliyor.
\nPerakende temel faaliyet kar\u0131, \u00f6nemli i\u015fletme maliyeti enflasyonu nedeniyle zaten %1,1 d\u00fc\u015ft\u00fc.
\nYak\u0131t sat\u0131\u015flar\u0131ndaki %8,2’lik d\u00fc\u015f\u00fc\u015f, genel gelir rakamlar\u0131n\u0131 olumsuz etkiledi.
\nFinans piyasalar\u0131nda i\u015flem yapmak veya yat\u0131r\u0131m yapmak i\u00e7in en \u00e7ok tavsiye edilen brokerlar\u0131m\u0131z\u0131 ke\u015ffedin. Bug\u00fcn \u00fccretsiz demo hesaplar\u0131yla yeteneklerini test edin!
\n#Sainsburys #HisseSenedi #OrtaDo\u011fu\u00c7at\u0131\u015fmas\u0131 #KarUyar\u0131s\u0131 #PerakendeSekt\u00f6r\u00fc #Ekonomi #PiyasaAnalizi #Yat\u0131r\u0131m #\u0130ngiltereEkonomisi #\u015eirketHaberleri<\/p>\n","protected":false},"excerpt":{"rendered":"
Sainsbury’s (LON: SBRY) hisseleri, 28 \u015eubat 2026’da sona eren 52 haftal\u0131k d\u00f6neme ili\u015fkin \u00f6n sonu\u00e7lar\u0131n a\u00e7\u0131klanmas\u0131n\u0131n ard\u0131ndan erken i\u015flemlerde %5,5 d\u00fc\u015ft\u00fc. Bu d\u00fc\u015f\u00fc\u015f, \u015firketin Orta Do\u011fu’daki \u00e7at\u0131\u015fman\u0131n hem m\u00fc\u015fterilerini hem de i\u015fini etkileyece\u011fi ve gelecekteki karl\u0131l\u0131k konusunda belirsizlik yarataca\u011f\u0131 y\u00f6n\u00fcndeki uyar\u0131s\u0131na ba\u011flan\u0131yor. Sainsbury’s, 2026\/27 mali y\u0131l\u0131 i\u00e7in toplam temel faaliyet kar\u0131n\u0131n 975 milyon sterlin ile […]<\/p>\n","protected":false},"author":2,"featured_media":7339,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-7338","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-orta-dogu-haberleri"],"_links":{"self":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/7338","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=7338"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/7338\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/7339"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=7338"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=7338"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=7338"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}