<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> <html xmlns="http://www.w3.org/1999/xhtml"> <head><meta http-equiv="Content-Type" content="text/html; charset=utf-8"><meta name="viewport" content="width=display-width, initial-scale=1.0, maximum-scale=1.0,"><meta name="description" content="Makro Not - Bütçe Dengesi/Haziran"> <title>Makro Not - B&uuml;t&ccedil;e Dengesi/Haziran</title> <link href="https://fonts.googleapis.com/css?family=Open+Sans:400,300,300italic,400italic,600,600italic,700,700italic,800,800italic" rel="stylesheet" type="text/css" /> <link href="https://fonts.googleapis.com/css?family=Signika:400,300,600,700" rel="stylesheet" type="text/css" /> <style type="text/css">/* Reset */ body { margin: 0px; padding: 0px; } span.preheader { display: none !important; } /* Responsive */ @media only screen and (max-width:640px) { /* Tables parameters: width, alignment, padding */ table[class=scale] { width: 100% !important; 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margin-right:14.2pt; margin-bottom:6.0pt; margin-left:0cm; text-align:justify; margin:0cm"><span style="font-size:16px;"><span style="font-family:&quot;Times New Roman&quot;,serif"><b><span style="font-family:&quot;Trebuchet MS&quot;,sans-serif"><span style="color:#007850">ODMD &ndash; Haziran 2026 Otomobil ve Hafif Ticari Ara&ccedil; Pazar1 Verileri</span></span></b></span></span></p> <p style="margin-top:6.0pt; margin-right:21.15pt; margin-bottom:.0001pt; margin-left:1.0cm; text-align:justify; margin:0cm">&nbsp;</p> <p style="margin-right:14.2pt; text-align:justify; margin:0cm; margin-left:0cm"><span style="font-size:11pt"><span style="line-height:150%"><span style="font-family:Calibri,sans-serif"><a name="_Hlk191972832"></a><a name="_Hlk210288361"></a><a name="_Hlk226021848"><b><span style="font-size:10.0pt"><span style="line-height:150%"><span style="color:#007850">Haziran 2026 Yurti&ccedil;i Otomotiv Pazar Sonu&ccedil;lar1:</span></span></span></b></a><span style="font-size:10.0pt"><span style="line-height:150%"> <b>ODMD (Otomotiv Distrib&uuml;t&ouml;rleri ve Mobilite Dernei)</b> taraf1ndan a&ccedil;1klanan yurt i&ccedil;i perakende sat1_ rakamlar1na g&ouml;re 2026 y1l1 Haziran ay1 otomobil ve hafif ticari ara&ccedil; pazar1 y1ll1k %11,44 d&uuml;_&uuml;_ g&ouml;stererek 105.041 adet oldu (Haziran 2025: 118.611 adet). <a name="_Hlk181622107">Binek Ara&ccedil; perakende sat1_lar1 Haziran&rsquo;da y1ll1k %10,35 daralarak Haziran 2025&rsquo;teki 93.676 adetten 83.978 adede gerilerken Hafif Ticari Ara&ccedil; perakende sat1_lar1 y1ll1k %15,53&rsquo;l&uuml;k d&uuml;_&uuml;_le Haziran 2025&rsquo;teki 24.935 adetten 21.063 adete gerilemi_tir.</a> 6A26 d&ouml;neminde ise otomobil ve hafif ticari ara&ccedil; pazar1 y1ll1k %8,19 daralarak 558.179 adete gerilemi_tir (6A25: 607.977 adet). 6A26&rsquo;da binek ara&ccedil; perakende sat1_lar1 y1ll1k %9,79 d&uuml;_&uuml;_le 6A25&rsquo;e g&ouml;re 488.003 adetten 440.234 adede gerilerken Hafif Ticari Ara&ccedil; perakende sat1_lar1 y1ll1k %1,69&rsquo;luk d&uuml;_&uuml;_le 6A25&rsquo;teki 119.974 adetten 117.945 adete gerilemi_tir.&nbsp; </span></span></span></span></span></p> <p style="margin-right:14.2pt; text-align:justify; margin:0cm; margin-left:0cm"><span style="font-size:11pt"><span style="line-height:150%"><span style="font-family:Calibri,sans-serif"><a name="_Hlk226021856"></a><a name="_Hlk210288370"><b><span style="font-size:10.0pt"><span style="line-height:150%"><span style="color:#007850">Tofa_&#39;1n (TOASO) </span></span></span></b></a><span style="font-size:10.0pt"><span style="line-height:150%">FCA markal1 binek ara&ccedil; sat1_lar1, Haziran 2025&rsquo;teki 6.429 adetten Haziran 2026&rsquo;daki 7.325 adete y&uuml;kselirken y1ll1k %13,9&rsquo;luk art1_ g&ouml;stermi_tir. PSA markal1 binek ara&ccedil; sat1_lar1 ise y1ll1k %19,8 d&uuml;_erek 10.519 adet olarak ger&ccedil;ekle_mi_tir. Tofa_&rsquo;1n Haziran&rsquo;daki FCA markal1 hafif ticari ara&ccedil; sat1_lar1 ise y1ll1k %19,4 daralarak 3.257 adet olarak ger&ccedil;ekle_mi_tir (Haziran 2025: 4.039 adet). PSA markal1 hafif ticari ara&ccedil; sat1_lar1 ise y1ll1k %4,5 artarak 6.839 adete ula_m1_t1r. Tofa_, 2026&rsquo;da yurti&ccedil;i perakende pazar1n1n 1.2mn-1.3mn adet band1nda olmas1n1, Tofa_ markal1 yurt i&ccedil;i ara&ccedil; sat1_1n1n ise 320-350bin adet seviyesinde olmas1n1 beklemektedir. </span></span></span></span></span></p> <p style="margin-right:14.2pt; text-align:justify; margin:0cm; margin-left:0cm"><span style="font-size:11pt"><span style="line-height:150%"><span style="font-family:Calibri,sans-serif"><b><span style="font-size:10.0pt"><span style="line-height:150%"><span style="color:#007850">Ford Otosan&rsquo;1n (FROTO)</span></span></span></b><span style="font-size:10.0pt"><span style="line-height:150%"> Haziran&rsquo;da hafif ticari ara&ccedil; pazar1nda sat1_lar1 y1ll1k %41,8 daralarak 4.003 adet olarak ger&ccedil;ekle_mi_tir.</span></span> <span style="font-size:10.0pt"><span style="line-height:150%">6A26&rsquo;da ise Ford Otosan&rsquo;1n Hafif Ticari Ara&ccedil; perakende sat1_lar1 y1ll1k daralma g&ouml;stererek 29.251 adete ula_m1_t1r. Ford Otosan&rsquo;1n, 2026 yurti&ccedil;i perakende pazar1 beklentisi 1.3-1.4mn adet band1ndad1r. Ford Otosan yurt i&ccedil;i perakende sat1_ beklentisini ise 90-100bin adet olarak belirlemi_tir.</span></span></span></span></span></p> <p style="margin:0cm; text-align:justify; margin-right:0cm; margin-left:0cm"><span style="font-size:12pt"><span style="line-height:150%"><span style="font-family:&quot;Times New Roman&quot;,serif"><b><span style="font-size:10.0pt"><span style="line-height:150%"><span style="font-family:&quot;Calibri&quot;,sans-serif"><span style="color:#007850">Dou_ Otomotiv&rsquo;in (DOAS)</span></span></span></span></b><span style="font-size:10.0pt"><span style="line-height:150%"><span style="font-family:&quot;Calibri&quot;,sans-serif"> binek ara&ccedil; sat1_lar1, Haziran 2025&rsquo;teki 17.101 adetten Haziran 2026&rsquo;daki 13.052 adete gerilerken y1ll1k %24&rsquo;l&uuml;k d&uuml;_&uuml;_ g&ouml;stermi_ olup hafif ticari ara&ccedil; sat1_lar1 ise Haziran 2026&rsquo;da %1,8&rsquo;lik s1n1rl1 d&uuml;_&uuml;_ g&ouml;stererek 2.071 adete gerilemi_tir. 6A26 d&ouml;neminde ise Dou_ Otomotiv&rsquo;in binek ara&ccedil; perakende sat1_lar1 y1ll1k %9,6&rsquo;l1k d&uuml;_&uuml;_ g&ouml;stererek 70.580 adede ula_1rken Hafif Ticari Ara&ccedil; perakende sat1_lar1 ise y1ll1k %12,4&rsquo;l&uuml;k d&uuml;_&uuml;_le 9.094 adete gerilemi_tir. </span></span></span><span style="font-size:10.0pt"><span style="line-height:150%"><span style="font-family:&quot;Calibri&quot;,sans-serif">^irket, 2026 y1l1 i&ccedil;in yurti&ccedil;i perakende pazar1n1n 1.2mn adet olarak (binek + hafif ticari + a1r ticari) ger&ccedil;ekle_mesini beklerken Dou_ Otomotiv markal1 ara&ccedil; sat1_1n1n ise 117.000 adet (Skoda hari&ccedil;) seviyesinde olmas1n1 beklemektedir</span></span></span><span style="font-size:10.0pt"><span style="line-height:150%"><span style="font-family:&quot;Calibri&quot;,sans-serif">.</span></span></span></span></span></span></p> <p style="margin-right:14.2pt; text-align:justify; margin:0cm; margin-left:0cm"><span style="font-size:11pt"><span style="line-height:150%"><span style="font-family:Calibri,sans-serif"><a name="_Hlk226021869"></a><a name="_Hlk191972840"><span style="font-size:10.0pt"><span style="line-height:150%">Pazar paylar1 a&ccedil;1s1ndan ise </span></span></a><a name="_Hlk233882787"><span style="font-size:10.0pt"><span style="line-height:150%">Haziran </span></span></a><span style="font-size:10.0pt"><span style="line-height:150%">2026&rsquo;da Dou_ Otomotiv&rsquo;in pazar pay1 y1ll1k 1.8 yp d&uuml;_&uuml;_ g&ouml;stererek %14,4 olarak ger&ccedil;ekle_irken Ford Otosan&rsquo;1n pazar pay1 ise y1ll1k 2.9 yp d&uuml;_&uuml;_ g&ouml;stererek %4,3 olarak ger&ccedil;ekle_mi_tir. Tofa_&rsquo;1n Pazar pay1 ise Haziran 2026&rsquo;da y1ll1k 1.2 yp art1_ g&ouml;stererek %26,6&rsquo;ya y&uuml;kselmi_tir. Ocak &ndash; Haziran 2026 d&ouml;neminde ise Dou_ Otomotiv&rsquo;in pazar pay1 yatay seyrederek %14,3 olarak ger&ccedil;ekle_mi_ olup Ford Otosan&rsquo;1n pazar pay1 y1ll1k 1.4 yp d&uuml;_&uuml;_ g&ouml;stererek %6,2 seviyesinde ger&ccedil;ekle_mi_tir. Tofa_&rsquo;1n Pazar pay1 ise Ocak-Haziran 2026 d&ouml;neminde yatay seyrederek %26,3 olarak ger&ccedil;ekle_mi_tir.</span></span></span></span></span></p> <p style="text-align:justify; margin:0cm">&nbsp;</p> <p style="text-align:justify; margin:0cm">&nbsp;</p> </td> </tr> </tbody> </table> </td> </tr> </tbody> </table> </td> </tr> </tbody> </table> <table align="center" border="0" cellpadding="0" cellspacing="0" class="ui-droppable" data-id="16" style="margin-top: 0px; opacity: 1;" width="100%"> <tbody> <tr> <td bgcolor="#5c5c5c" class="arkaplanrenk" style="background-color: rgb(92, 92, 92);"> <table align="center" border="0" cellpadding="0" cellspacing="0" class="scale" width="620"> <tbody> <tr> <td bgcolor="#FFFFFF" class="acikarkaplanrenk" style="background-color:#ffffff"> <table align="center" border="0" cellpadding="0" cellspacing="0" class="scale-center-both" width="560"> <tbody> <tr> <td class="summernote-air" style="color:#444444;font-family:source_sans_proregular,Helvetica,Arial,sans-serif;font-size:16px;line-height:27px;"> <p><span style="font-size:12px;"><b>&nbsp;</b></span><span style="font-size:12px;"><span style="text-align:justify;"><span style="margin: 0cm 0cm 0.0001pt;">Raporun devam1na ula_mak i&ccedil;in l&uuml;tfen<a href="https://www.sekeryatirim.com.tr/Arastirma/ArastirmaRaporDosya/71143/petkm-1c26.pdf">&nbsp;</a></span></span><a href="https://www.sekeryatirim.com.tr/Arastirma/ArastirmaRaporDosya/71425/sky-odmd-otomotiv-verileri-haziran26.pdf"><b><font face="Tahoma"><span style="font-size: 11px;">TIKLAYINIZ</span></font></b></a></span></p> </td> </tr> <tr> <td height="10">&nbsp;</td> </tr> </tbody> </table> </td> </tr> </tbody> </table> </td> </tr> </tbody> </table> <table align="center" border="0" cellpadding="0" cellspacing="0" class="ui-droppable" data-id="16" style="opacity: 1;" width="100%"> <tbody> <tr> <td bgcolor="#5c5c5c" class="arkaplanrenk" style="background-color: rgb(92, 92, 92);"> <table align="center" border="0" cellpadding="0" cellspacing="0" class="scale" width="620"> <tbody> <tr> <td bgcolor="#FFFFFF" class="acikarkaplanrenk" style="background-color:#ffffff"> <table align="center" border="0" cellpadding="0" cellspacing="0" class="scale-center-both" width="560"> <tbody> <tr> <td height="10">&nbsp;</td> </tr> <tr> <td class="summernote-air" style="font-family: source_sans_proregular, Helvetica, Arial, sans-serif; font-size: 16px; line-height: 27px; color: rgb(68, 68, 68);"> <div style="text-align: justify;"><span style="font-size: 11px;">UYARI NOTU: Burada yer alan yat1r1m bilgi, yorum ve tavsiyeleri yat1r1m dan1_manl11 kapsam1nda deildir. Yat1r1m dan1_manl11 hizmeti, yetkili kurulu_lar taraf1ndan ki_ilerin risk ve getiri tercihleri dikkate al1narak ki_iye &ouml;zel sunulmaktad1r. Burada yer alan yorum ve tavsiyeler ise genel niteliktedir. Bu tavsiyeler mali durumunuz ile risk ve getiri tercihlerinize uygun olmayabilir. Bu nedenle, sadece burada yer alan bilgilere dayan1larak yat1r1m karar1 verilmesi beklentilerinize uygun sonu&ccedil;lar dourmayabilir.</span></div> </td> </tr> <tr> <td height="10">&nbsp;</td> </tr> </tbody> </table> </td> </tr> </tbody> </table> </td> </tr> </tbody> </table> <table align="center" border="0" cellpadding="0" cellspacing="0" class="ui-droppable" data-id="8" width="100%"> <tbody> <tr> <td bgcolor="#5c5c5c" class="arkaplanrenk" style="background-color: rgb(92, 92, 92);"> <table align="center" border="0" cellpadding="0" cellspacing="0" class="scale" width="620"> <tbody> <tr> <td bgcolor="#f5f5f5" class="altbilgi" style="background-color: rgb(245, 245, 245);"> <table align="center" border="0" cellpadding="0" cellspacing="0" class="scale-center-both" width="560"> <tbody> <tr> <td height="18">&nbsp;</td> </tr> <tr> <td align="center" class="summernote-air altbilgi_yazi" style="font-family: source_sans_proregular, Helvetica, Arial, sans-serif; font-size: 14px; line-height: 27px; color: rgb(57, 57, 57); display: table-cell;"><b>^eker Yat1r1m Menkul Deerler A.^. </b> <div>B&uuml;y&uuml;kdere Cad. No:171 Metrocity A Blok Kat 4-5 ^0^L0 /0STANBUL</div> <div>Tel: 0212 334 33 33 pazarlamasatis@sekeryatirim.com.tr</div> <div>Mersis No: 0801008438500018<br /> <br /> <span style="font-size: 12px;">&copy;2012 T&uuml;m haklar1 ^eker Yat1r1m Menkul Deerler A.^.&#39;ye aittir.. </span></div> </td> </tr> <tr> <td height="15" style="font-size: 1px;">&nbsp;</td> </tr> </tbody> </table> </td> </tr> </tbody> </table> </td> </tr> </tbody> </table> <table align="center" border="0" cellpadding="0" cellspacing="0" class="ui-droppable" data-id="8" width="100%"> <tbody> <tr> <td bgcolor="#5c5c5c" class="arkaplanrenk" style="background-color: rgb(92, 92, 92);"> <table align="center" border="0" cellpadding="0" cellspacing="0" class="scale" width="620"> <tbody> <tr> <td bgcolor="#f5f5f5" class="altbilgi" style="background-color: #5C5C5C;"> <table align="center" border="0" cellpadding="0" cellspacing="0" class="scale-center-both" width="560"> <tbody> <tr> <td height="18">&nbsp;</td> </tr> <tr> <td align="center" class="summernote-air altbilgi_yazi" style="font-family: source_sans_proregular, Helvetica, Arial, sans-serif; font-size: 14px; line-height: 20px; color: rgb(57, 57, 57); display: table-cell;"><span style="font-size: 11px;"><font color="#9c9c94">Bu raporlarda yer alan bilgi ve yorumlar ^eker Yat1r1m Menkul Deerler A.^. ilgili B&ouml;l&uuml;mleri taraf1ndan g&uuml;venilir olduuna inan1lan kaynaklardan yararlanarak haz1rlanm1_t1r. Bu kaynaklardaki hata ve eksiklilerden ve bu bilgilerin ticari ama&ccedil;l1 operasyonlarda kullan1lmas1ndan doabilecek zararlardan ^eker Yat1r1m Menkul Deerler A.^. hi&ccedil;bir _ekilde sorumlu tutulamaz. </font></span></td> </tr> <tr> <td height="15" style="font-size: 1px;">&nbsp;</td> </tr> </tbody> </table> </td> </tr> </tbody> </table> </td> </tr> </tbody> </table> </body> </html>