24 \u015eubat 2021’de New York’ta, Trump Tower’daki Be\u015finci Cadde \u00fczerinde bulunan Gucci ma\u011fazas\u0131n\u0131n \u00f6n\u00fcnde bir kad\u0131n y\u00fcr\u00fcyor. John Smith | Corbis News | Getty Images<\/p>\n
Gucci’nin sahibi Kering ve Hermes’in ilk \u00e7eyrek kazan\u00e7lar\u0131n\u0131n, Orta Do\u011fu’daki l\u00fcks sat\u0131\u015flar\u0131 vuran bir \u00e7at\u0131\u015fman\u0131n ortas\u0131nda yat\u0131r\u0131mc\u0131lar\u0131 hayal k\u0131r\u0131kl\u0131\u011f\u0131na u\u011fratmas\u0131n\u0131n ard\u0131ndan l\u00fcks hisse senetleri \u00c7ar\u015famba g\u00fcn\u00fc erken saatlerde sert d\u00fc\u015ft\u00fc.<\/p>\n
Hermes hisseleri %8,2 d\u00fc\u015ferken, Kering %9,3 kay\u0131pla kapand\u0131. \u015eirketlerin g\u00fcncellemeleri, Burberry, Christian Dior ve Moncler’in de \u00c7ar\u015famba g\u00fcnk\u00fc seans\u0131 d\u00fc\u015f\u00fc\u015fle tamamlamas\u0131yla daha geni\u015f l\u00fcks sekt\u00f6r\u00fcn\u00fc de olumsuz etkiledi.<\/p>\n
Hermes \u00c7ar\u015famba g\u00fcn\u00fc yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, ilk \u00e7eyrekte toplam sat\u0131\u015flar\u0131n y\u0131ll\u0131k bazda %5,6 artarak 4,1 milyar avroya (4,8 milyar dolar) ula\u015ft\u0131\u011f\u0131n\u0131 bildirirken, \u201cOrta Do\u011fu’daki duruma ba\u011fl\u0131 olarak turist ak\u0131\u015f\u0131ndaki yava\u015flamaya ra\u011fmen, grubun ma\u011fazalar\u0131ndaki sat\u0131\u015flar %7 artt\u0131\u201d dedi. Analistler %7,1 b\u00fcy\u00fcme bekliyordu.<\/p>\n
\u015eirket ayr\u0131ca, \u201cToptan sat\u0131\u015f faaliyetleri, \u00f6zellikle Orta Do\u011fu ve havalimanlar\u0131ndaki imtiyazl\u0131 ma\u011fazalara yap\u0131lan sat\u0131\u015flar\u0131n azalmas\u0131ndan \u00f6nemli \u00f6l\u00e7\u00fcde etkilendi\u201d diye ekledi.<\/p>\n
Jefferies analisti James Grzinic, Hermes hisselerindeki d\u00fc\u015f\u00fc\u015f\u00fcn iki korkuyu yans\u0131tt\u0131\u011f\u0131n\u0131 belirtti: Orta Do\u011fu’daki yo\u011fun zorluklar ve \u00c7in’deki ivmenin yava\u015flamas\u0131na ili\u015fkin endi\u015feler.<\/p>\n
Hermes: 1. \u00c7eyrek Kazan\u00e7lar\u0131
\nOrganik sat\u0131\u015f b\u00fcy\u00fcmesi: %5,6
\nTahmin: %7,1
\nGelir: 4,07 milyar
\nTahmin: 4,15 milyar
\n* Tahminler analist konsens\u00fcs\u00fcnden al\u0131nm\u0131\u015ft\u0131r
\nFlourish ile yap\u0131lm\u0131\u015ft\u0131r \u2022 Grafik olu\u015ftur<\/p>\n
Bu arada Kering, Sal\u0131 g\u00fcn\u00fc ge\u00e7 saatlerde beklentilerin alt\u0131nda sat\u0131\u015flar bildirdi; l\u00fcks holdingin en b\u00fcy\u00fck markas\u0131 Gucci, yeni CEO Luca de Meo’nun \u015firketin kaderini de\u011fi\u015ftirmeye y\u00f6nelik \u00e7abalar\u0131na ra\u011fmen bir y\u00fck olmaya devam etti.<\/p>\n
Kering toparlanma ararken Gucci sat\u0131\u015flar\u0131 d\u00fc\u015ft\u00fc<\/p>\n
Kering, ilk \u00e7eyrek gelirini 3,57 milyar avro olarak bildirdi; bu, raporlanan bazda y\u0131ll\u0131k %6 d\u00fc\u015f\u00fc\u015fe ve sabit d\u00f6viz kurlar\u0131yla kar\u015f\u0131la\u015ft\u0131r\u0131labilir bazda de\u011fi\u015fmeden kalmaya i\u015faret ediyor.<\/p>\n
Gucci’nin organik sat\u0131\u015flar\u0131 %8 d\u00fc\u015ft\u00fc; bu, analistler taraf\u0131ndan belirtilen bir sat\u0131\u015f taraf\u0131 konsens\u00fcs\u00fcnde g\u00f6r\u00fclen %6’l\u0131k d\u00fc\u015f\u00fc\u015ften daha b\u00fcy\u00fck bir d\u00fc\u015f\u00fc\u015f.<\/p>\n
Yves Saint Laurent, Bottega Veneta ve Balenciaga markalar\u0131n\u0131n da sahibi olan Kering, y\u0131l\u0131n ilk iki ay\u0131ndaki b\u00fcy\u00fcmenin ard\u0131ndan Orta Do\u011fu’daki perakende gelirlerinin ilk \u00e7eyrekte %11 d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc de belirtti.<\/p>\n
B\u00f6lgede 79 ma\u011fazas\u0131 bulunan Orta Do\u011fu, perakende gelirlerinin yakla\u015f\u0131k %5’ini temsil ediyor.<\/p>\n
Sonu\u00e7lar beklentilerin alt\u0131nda kalsa da, yat\u0131r\u0131mc\u0131lar\u0131n dikkati Per\u015fembe g\u00fcn\u00fc yap\u0131lacak \u015firketin Sermaye Piyasalar\u0131 G\u00fcn\u00fc’ne \u00e7evrildi; burada de Meo, Kering’in \u201cReconKering\u201d stratejik yol haritas\u0131n\u0131 sunacak.<\/p>\n
De Meo, Sal\u0131 g\u00fcn\u00fc piyasa kapan\u0131\u015f\u0131ndan sonra yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, \u201cGucci en b\u00fcy\u00fck \u00f6nceli\u011fimiz olmaya devam ediyor. M\u00fc\u015fteri, da\u011f\u0131t\u0131m ve en \u00f6nemlisi teklif genelinde kararl\u0131 eylemlerle kapsaml\u0131 bir toparlanma s\u00fcr\u00fcyor\u201d dedi.<\/p>\n
Bernstein analisti Luca Solca, sonu\u00e7lar\u0131 bir \u201cger\u00e7eklik kontrol\u00fc\u201d olarak nitelendirdi.<\/p>\n
Analist, \u201c1\u00c726E g\u00fcncellemesi, kendi kendine yard\u0131m hikayelerinde defalarca g\u00f6zlemledi\u011fimiz \u015feyi g\u00f6steriyor: piyasan\u0131n bir canlanmaya inanmas\u0131, y\u00f6netimin bunu ger\u00e7ekle\u015ftirmesinden daha kolay ve h\u0131zl\u0131d\u0131r\u201d dedi.<\/p>\n
Kering SA hisse senedi verileri (gecikmeli): Borsa | EUR 246.80 +0.60 (+0.24%) Son | 10:43 CEST<\/p>\n
Kering hissesi, ge\u00e7ti\u011fimiz y\u0131l \u00e7o\u011fu benzerinden daha iyi performans g\u00f6sterdi.<\/p>\n
Bu durum, Kering’in de bir\u00e7ok l\u00fcks emsali gibi, 2022’de sona eren bir patlaman\u0131n ard\u0131ndan y\u0131llarca s\u00fcren bir daralma ya\u015famas\u0131yla ortaya \u00e7\u0131kt\u0131. Covid-19 pandemisi s\u0131ras\u0131nda talep artm\u0131\u015f, bu da sonunda m\u00fc\u015fterileri uzakla\u015ft\u0131ran fiyat art\u0131\u015flar\u0131na yol a\u00e7m\u0131\u015ft\u0131. Eskiden sekt\u00f6r\u00fcn ana b\u00fcy\u00fcme motorlar\u0131ndan biri olan \u00c7in’deki zay\u0131f taleple birle\u015fince, i\u015fletmeler zarar g\u00f6rd\u00fc.<\/p>\n
Ge\u00e7en y\u0131l Kering, \u015firketi yeniden b\u00fcy\u00fcme yoluna sokmak i\u00e7in de Meo’yu atad\u0131. Otomotiv sekt\u00f6r\u00fcndeki ge\u00e7mi\u015fi g\u00f6z \u00f6n\u00fcne al\u0131nd\u011f\u0131nda bir\u00e7oklar\u0131 i\u00e7in \u015fa\u015f\u0131rt\u0131c\u0131 bir se\u00e7im olsa da, 15 Eyl\u00fcl’de resmi olarak g\u00f6reve ba\u015flamas\u0131ndan bu yana hisse senedi yakla\u015f\u0131k %10 artt\u0131 ve yat\u0131r\u0131mc\u0131lar\u0131n onun toparlanma planlar\u0131 konusunda giderek daha iyimser hale gelmesiyle \u00e7o\u011fu benzerinden daha iyi performans g\u00f6sterdi.<\/p>\n
Orta Do\u011fu etkisi<\/p>\n
Orta Do\u011fu b\u00f6lgesi, b\u00fcy\u00fck l\u00fcks \u015firketlerinin gelirlerinin nispeten k\u00fc\u00e7\u00fck bir k\u0131sm\u0131n\u0131 (genellikle orta tek haneli rakamlar civar\u0131nda) olu\u015ftursa da, bir\u00e7ok \u015firketin b\u00fcy\u00fcmeye geri d\u00f6nmekte zorland\u0131\u011f\u0131, \u00e7o\u011funlukla durgun bir sekt\u00f6rde parlak bir nokta olmu\u015ftur.<\/p>\n
Buna ra\u011fmen, ABD ve \u0130srail’in 28 \u015eubat’ta \u0130ran’a ilk sald\u0131r\u0131s\u0131ndan bu yana hisse senetleri belirgin bir \u015fekilde d\u00fc\u015ft\u00fc. H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n fiili olarak kapanmas\u0131yla bir enerji krizi ya\u015fan\u0131rken k\u00fcresel piyasalar de\u011fi\u015fkenli\u011fini koruyor.<\/p>\n
UBS analisti Zuzanna Pusz Mart sonunda yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, \u201cArtan k\u00fcresel belirsizlik, \u00f6zellikle bu y\u0131l l\u00fcks talebinde uzun zamand\u0131r beklenen bir toparlanma bekleyenler aras\u0131nda \u00f6nemli yat\u0131r\u0131mc\u0131 endi\u015fesi yaratt\u0131\u201d dedi.<\/p>\n
Pazartesi g\u00fcn\u00fc, sekt\u00f6r\u00fcn \u00f6nde gelen \u015firketlerinden LVMH, Orta Do\u011fu’daki \u00e7at\u0131\u015fman\u0131n \u00e7eyrekteki organik b\u00fcy\u00fcme \u00fczerinde %1’lik olumsuz bir etkisi oldu\u011funu belirtti.<\/p>\n
LVMH CFO’su C\u00e9cile Cabanis, \u201c\u00c7at\u0131\u015fma ba\u015flad\u0131\u011f\u0131nda ve Mart ay\u0131nda, al\u0131\u015fveri\u015f merkezlerine ve i\u015fletmelere ba\u011fl\u0131 olarak talepte %30 ila %70 aras\u0131nda bir d\u00fc\u015f\u00fc\u015f ve bozulma ya\u015fand\u0131\u201d dedi.<\/p>\n
Ancak analistler, ABD ve \u00c7in’deki m\u00fc\u015fterilerin g\u00fc\u00e7l\u00fc harcamalar\u0131 da dahil olmak \u00fczere temel iyile\u015fmelere dikkat \u00e7ekti.<\/p>\n
#L\u00fcksHisseSenetleri #OrtaDo\u011fu\u00c7at\u0131\u015fmas\u0131 #Hermes #Kering #Gucci #PiyasaD\u00fc\u015f\u00fc\u015f\u00fc #EkonomiHaberleri #Yat\u0131r\u0131m #K\u00fcreselPiyasalar #\u0130ranSava\u015f\u0131<\/p>\n","protected":false},"excerpt":{"rendered":"
24 \u015eubat 2021’de New York’ta, Trump Tower’daki Be\u015finci Cadde \u00fczerinde bulunan Gucci ma\u011fazas\u0131n\u0131n \u00f6n\u00fcnde bir kad\u0131n y\u00fcr\u00fcyor. John Smith | Corbis News | Getty Images Gucci’nin sahibi Kering ve Hermes’in ilk \u00e7eyrek kazan\u00e7lar\u0131n\u0131n, Orta Do\u011fu’daki l\u00fcks sat\u0131\u015flar\u0131 vuran bir \u00e7at\u0131\u015fman\u0131n ortas\u0131nda yat\u0131r\u0131mc\u0131lar\u0131 hayal k\u0131r\u0131kl\u0131\u011f\u0131na u\u011fratmas\u0131n\u0131n ard\u0131ndan l\u00fcks hisse senetleri \u00c7ar\u015famba g\u00fcn\u00fc erken saatlerde sert d\u00fc\u015ft\u00fc. […]<\/p>\n","protected":false},"author":2,"featured_media":893,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-892","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\/892","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=892"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/892\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/893"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=892"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=892"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=892"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}