{"id":10478,"date":"2012-01-17T09:38:34","date_gmt":"2012-01-17T07:38:34","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=10478"},"modified":"2012-01-17T09:55:56","modified_gmt":"2012-01-17T07:55:56","slug":"imkbnin-betasi-yukselebilir","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/imkbnin-betasi-yukselebilir\/","title":{"rendered":"\u0130MKB\u2019 nin Betas\u0131 Y\u00fckselebilir"},"content":{"rendered":"<p style=\"text-align: justify\" align=\"center\">\n<p style=\"text-align: justify\">Cuma g\u00fcn\u00fc S&amp;P\u2019den gelen not indirimleri k\u0131sa s\u00fcreli bir \u015fok yaratsa da piyasalar bu haberi uzun s\u00fcredir devam eden bask\u0131n\u0131n ortadan kalkt\u0131\u011f\u0131 \u015feklinde yorumlad\u0131 ve borsalar haftan\u0131n ilk g\u00fcn\u00fcn\u00fc al\u0131c\u0131l\u0131 tamamlad\u0131. S&amp;P not indirimlerine d\u00fcn de devam etti. AB\u2019de \u00fclkelerin ard\u0131ndan, S&amp;P Avrupa Finansal \u0130stikrar Fonu EFSF\u2019nin de notunu da bir kademe d\u00fc\u015f\u00fcrd\u00fc. Not indirimleri sonras\u0131 ortaya \u00e7\u0131kan tabloda en \u00e7ok dikkat \u00e7eken geli\u015fme Fransa\u2019n\u0131n ger\u00e7ekle\u015ftirdi\u011fi tahvil ihalesiydi. \u0130halede talep y\u00fcksek, faiz d\u00fc\u015f\u00fck \u00e7\u0131karken bu tablo di\u011fer g\u00f6stergeleri de olumlu etkiledi. D\u00fcn %3,10 civar\u0131nda bulunan Fransa 10 y\u0131ll\u0131klar\u0131nda faizler g\u00fcn sonunda %3,00 civar\u0131na gev\u015fedi. Bu \u015funun i\u00e7in \u00f6nemli, not indirimleri beklendi\u011fi gibi bor\u00e7lanma maliyetlerinde \u00e7ok ciddi art\u0131\u015fa neden olmad\u0131. Bu durum d\u00fcn EFSF\u2019nin notunun indirilmesinin bug\u00fcn piyasalar \u00fczerindeki negatif etkisini s\u0131n\u0131rlayan geli\u015fme. Fakat yine de hat\u0131rlatmak istiyoruz d\u00fcn di\u011fer \u00fclkelerin tamam\u0131nda durum Fransa kadar i\u00e7 a\u00e7\u0131c\u0131 de\u011fildi. \u00d6zellikle \u0130spanya\u2019da faizler olu\u015fan iyimser havay\u0131 pek yans\u0131tamad\u0131. Bu nedenle bug\u00fcn TS\u0130 11:30\u2019da \u0130spanya\u2019da ger\u00e7ekle\u015ftirilecek ihale yak\u0131ndan takip edilmeli.<\/p>\n<p style=\"text-align: justify\"><span style=\"color: #800000\"><strong>\u00c7in b\u00fcy\u00fcmesi sevindirdi<\/strong><\/span><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2369643031\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"9580705384\"\r\n     data-ad-format=\"rectangle\"\r\n     data-full-width-responsive=\"true\"><\/ins>\r\n<script>\r\n(adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script><\/div>\n<p style=\"text-align: justify\">Y\u0131l\u0131n 4. \u00c7eyre\u011finde %8,7 b\u00fcy\u00fcmesi beklenen \u00c7in\u2019in %8,9 b\u00fcy\u00fcd\u00fc\u011f\u00fcn\u00fcn a\u00e7\u0131klanmas\u0131 bu sabah Asya piyasalar\u0131ndaki olumlu g\u00f6r\u00fcn\u00fcm\u00fcn nedeni. D\u00fcn haftal\u0131k b\u00fcltende de de\u011findi\u011fimiz gibi \u00c7in ve ABD\u2019nin b\u00fcy\u00fcmesi global ekonomik b\u00fcy\u00fcme i\u00e7in olmazsa olmaz ko\u015ful. Bu nedenle bu iki ekonomik devin sanayi \u00fcretimi, istihdam, b\u00fcy\u00fcme gibi rakamlar\u0131 bir s\u00fcre izleyece\u011fimiz en \u00f6nemli veriler olmaya devam edecek. \u00c7in\u2019in ard\u0131ndan yar\u0131n a\u00e7\u0131klanacak olan ABD\u2019nin b\u00fcy\u00fcme verisi bu bak\u0131mdan izleyece\u011fimiz en \u00f6nemli veriler aras\u0131nda.<\/p>\n<p style=\"text-align: justify\"><span style=\"color: #800000\"><strong>T\u00fcrkiye pozitif ayr\u0131\u015fmaya devam ediyor<\/strong><\/span><\/p>\n<p style=\"text-align: justify\">Hat\u0131rlanacak olursa d\u00fcnk\u00fc haftal\u0131k b\u00fcltenimizde ge\u00e7ti\u011fimiz haftan\u0131n en \u00f6nemli geli\u015fmesi S&amp;P\u2019nin not indirimi gibi g\u00f6z\u00fckse de bizce en \u00f6nemli geli\u015fmenin T\u00fcrkiye\u2019nin pozitif ayr\u0131\u015fmas\u0131 oldu\u011funu belirtmi\u015ftik. D\u00fcn de T\u00fcrkiye\u2019nin yurtd\u0131\u015f\u0131 piyasalardan pozitif ayr\u0131\u015fmas\u0131n\u0131 izledik. Bu durum s\u00fcrd\u00fcr\u00fclebilir mi derseniz, bizce bir s\u00fcre bu m\u00fcmk\u00fcn. Yaln\u0131z baz\u0131 g\u00fcnler negatif ayr\u0131\u015fman\u0131n da abart\u0131ld\u0131\u011f\u0131n\u0131 g\u00f6rece\u011fimizi tahmin ediyoruz. <strong>Yani T\u00fcrkiye\u2019de \u00f6zellikle hisse senedi piyasalar\u0131n\u0131n betas\u0131 bir s\u00fcre y\u00fcksek seyredebilir. Daha a\u00e7\u0131k bir dille yurtd\u0131\u015f\u0131 piyasalar pozitifken daha \u00e7ok al\u0131n\u0131p, yurtd\u0131\u015f\u0131 piyasalar negatifken daha \u00e7ok sat\u0131labiliriz. <\/strong>Bu nedenle bizler \u0130MKB\u2019de g\u00fcn i\u00e7i ya da \u00e7ok k\u0131sa vadeli i\u015flemelerde, yurtd\u0131\u015f\u0131 ile korelasyon yakalamaya \u00e7al\u0131\u015fmaktan \u00e7ok, \u0130MKB\u2019deki teknik dinamiklerin daha fazla dikkate al\u0131nmas\u0131 gerekti\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n<p style=\"text-align: justify\"><strong><span style=\"color: #800000\">\u00dczeyir DO\u011eAN \/ Ara\u015ft\u0131rma M\u00fcd\u00fcr\u00fc<\/span><br \/>\n<span style=\"color: #800000\"> MARBA\u015e Menkul De\u011ferler<\/span><br \/>\n<a href=\"mailto:uzeyir.dogan@marbasmenkul.com.tr\">uzeyir.dogan@marbasmenkul.com.tr<\/a><br \/>\n<span style=\"color: #800000\">0212 286 30 00 (pbx)<\/span><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Cuma g\u00fcn\u00fc S&amp;P\u2019den gelen not indirimleri k\u0131sa s\u00fcreli bir \u015fok yaratsa da piyasalar bu haberi uzun s\u00fcredir devam eden bask\u0131n\u0131n ortadan kalkt\u0131\u011f\u0131 \u015feklinde yorumlad\u0131 ve&hellip;<\/p>\n","protected":false},"author":1,"featured_media":4711,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-10478","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tumyazilar"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/10478","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=10478"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/10478\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/4711"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=10478"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=10478"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=10478"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}