{"id":12012,"date":"2012-02-24T09:53:02","date_gmt":"2012-02-24T07:53:02","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=12012"},"modified":"2012-02-24T09:53:02","modified_gmt":"2012-02-24T07:53:02","slug":"petrol-kuresel-buyume-icin-risk","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/petrol-kuresel-buyume-icin-risk\/","title":{"rendered":"Petrol, k\u00fcresel b\u00fcy\u00fcme i\u00e7in risk"},"content":{"rendered":"<h4 align=\"center\"><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"font-family: Calibri\">D\u00fcn Morgan Stanley\u2019in T\u00fcrk hisse senetleri i\u00e7in tavsiyesini \u201cA\u011f\u0131rl\u0131k Azalt\u201da indirmesiyle g\u00fcne negatif ba\u015flayan \u0130MKB\u2019de, yurtd\u0131\u015f\u0131nda da negatif bir g\u00f6r\u00fcn\u00fcm olu\u015fmas\u0131yla g\u00fcn\u00fcn tamam\u0131n\u0131 sat\u0131c\u0131l\u0131 ge\u00e7ti. Avrupa taraf\u0131ndaki sat\u0131\u015flarda ise Avrupa Komisyonu\u2019nun AB\u2019nin geneli i\u00e7in b\u00fcy\u00fcme tahminini %0,5 b\u00fcy\u00fcmeden, %0,3 daralmaya revize etmesi etkili oldu. D\u00fcnk\u00fc b\u00fcltende de \u00fczerinde durdu\u011fumuz gibi piyasalardaki olumlu havan\u0131n devam ettirilebilmesi i\u00e7in b\u00fcy\u00fcmenin sa\u011flanabilmesi \u015fart. Bu nedenle \u00f6n\u00fcm\u00fczdeki g\u00fcnlerde b\u00fcy\u00fcmeye dair verilerin \u00f6n plana \u00e7\u0131kaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. ABD taraf\u0131nda ise endeksler vadeli piyasalarda g\u00fcn boyu sat\u0131c\u0131l\u0131 bir g\u00f6r\u00fcn\u00fcm sergilerken, ABD\u2019de spot piyasalar\u0131n a\u00e7\u0131lmas\u0131ndan k\u0131sa bir s\u00fcre sonra pozitif tarafa ge\u00e7ti ve g\u00fcn sonu kapan\u0131\u015flar\u0131 ufak \u00e7apl\u0131 art\u0131\u015flarla tamamlanm\u0131\u015f oldu. Bu sabah Asya piyasalar\u0131nda da genel olarak al\u0131c\u0131l\u0131 bir tablo olu\u015ftu\u011funu g\u00f6r\u00fcyoruz. <\/span><\/h4>\n<h4 style=\"text-align: justify\"><strong><span style=\"font-family: Calibri\">Petrol fiyatlar\u0131 risk olu\u015fturuyor<\/span><\/strong><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"font-family: Calibri\">Bu konuyu haftal\u0131k b\u00fcltende daha detayl\u0131 i\u015fleyece\u011fiz. Bug\u00fcn k\u0131sa bir giri\u015f yapmak istedik. Brent petrol\u00fcn fiyat\u0131 124 dolar\u0131 a\u015farken, Amerikan tipi ham petrol\u00fcn varil fiyat\u0131 da 108 dolar\u0131 a\u015ft\u0131. Petrol fiyat\u0131ndaki bu art\u0131\u015f \u00f6zellikle bizim gibi enerji ba\u011f\u0131ml\u0131l\u0131\u011f\u0131 y\u00fcksek ve cari a\u00e7\u0131k problemi olan \u00fclkeler i\u00e7in b\u00fcy\u00fck risk olu\u015fturuyor. Brent petrolde 127 dolar civar\u0131ndaki diren\u00e7 a\u015f\u0131lacak olursa spek\u00fclatif i\u015flemlerin de etkisiyle petrol fiyatlar\u0131nda \u00e7ok h\u0131zl\u0131 y\u00fckseli\u015fler g\u00f6rebiliriz. Petrol fiyat\u0131ndaki art\u0131\u015f ise T\u00fcrkiye\u2019ye cari a\u00e7\u0131k ve enflasyon olarak d\u00f6necektir. Ocak-\u015eubat verilerinde bu art\u0131\u015f\u0131n etkisini \u00e7ok fazla hissetmesek de fiyatlar bu seviyelere ya da daha yukar\u0131daki rakamlara oturacak olursa \u00f6n\u00fcm\u00fczdeki aylardan itibaren bu etkiyi net bir \u015fekilde g\u00f6rmeye ba\u015flar\u0131z. Petrol fiyatlar\u0131ndaki art\u0131\u015f\u0131n k\u00fcresel enerji talebinin artmas\u0131yla, yani b\u00fcy\u00fcme ile ili\u015fkili olmad\u0131\u011f\u0131n\u0131 hat\u0131rlatmak isteriz. Ekonomilerin toparlanmaya \u00e7al\u0131\u015ft\u0131\u011f\u0131 bu d\u00f6nemde artan enerji maliyetleri bu toparlanmay\u0131 yava\u015flatabilir. \u0130lerleyen g\u00fcnlerde petrol fiyatlar\u0131ndaki art\u0131\u015f\u0131n devam etmesi hisse senedi piyasalar\u0131nda da bask\u0131 olu\u015fturabilir. <\/span><\/h4>\n<h4 style=\"text-align: justify\"><strong><span style=\"font-family: Calibri\">Piyasalara gelince<\/span><\/strong><\/h4>\n<h4 style=\"text-align: justify\"><span style=\"font-family: Calibri\">Yunanistan anla\u015fmas\u0131n\u0131n ard\u0131ndan genel olarak bir kar realizasyonu e\u011filimi olu\u015ftu\u011funu g\u00f6r\u00fcyoruz. \u0130MKB de bu s\u00fcre\u00e7ten nasibini fazlas\u0131yla ald\u0131. Hafta ba\u015f\u0131nda 61,778\u2019i g\u00f6ren \u0130MKB 100 endeksi d\u00fcn 59,666 seviyesinden kapand\u0131. Bug\u00fcn burada izletece\u011fimiz en \u00f6nemli seviye 59,000. Bu seviyenin de alt\u0131na sark\u0131lmas\u0131 durumunda sat\u0131\u015flar panik havas\u0131yla daha da sertle\u015febilir. \u00d6n\u00fcm\u00fczdeki hafta, 29 \u015eubat\u2019ta VOB\u2019da \u015eubat vadeli s\u00f6zle\u015fmelerin kapanacak olmas\u0131 ve ayn\u0131 g\u00fcn Avrupa Merkez Bankas\u0131\u2019n\u0131n ikinci likidite ihalesini yapacak olmas\u0131 nedeniyle yurti\u00e7i piyasalar olduk\u00e7a hareketli ge\u00e7ebilir, dikkatli olmakta fayda var. \u00a0<\/span><\/h4>\n<h4 style=\"text-align: justify\"><strong><span style=\"font-size: small\"><span style=\"font-family: Calibri\">\u00dczeyir DO\u011eAN \/ Ara\u015ft\u0131rma M\u00fcd\u00fcr\u00fc<br \/>\nM<\/span><\/span><\/strong><strong><span style=\"font-size: small\"><span style=\"font-family: Calibri\">ARBA\u015e Menkul De\u011ferler<br \/>\n<\/span><\/span><\/strong><strong><a href=\"mailto:uzeyir.dogan@marbasmenkul.com.tr\"><span style=\"font-family: Calibri;font-size: small\"><a href=\"mailto:uzeyir.dogan@marbasmenkul.com.trTelefon\">uzeyir.dogan@marbasmenkul.com.tr<\/a><\/span><\/a><\/strong><a href=\"mailto:uzeyir.dogan@marbasmenkul.com.trTelefon\"><strong><span style=\"font-size: small\"><span style=\"font-family: Calibri\"><br \/>\nTelefon<\/span><\/span><\/strong><\/a>: (0212) 286 30 00<\/h4>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn Morgan Stanley\u2019in T\u00fcrk hisse senetleri i\u00e7in tavsiyesini \u201cA\u011f\u0131rl\u0131k Azalt\u201da indirmesiyle g\u00fcne negatif ba\u015flayan \u0130MKB\u2019de, yurtd\u0131\u015f\u0131nda da negatif bir g\u00f6r\u00fcn\u00fcm olu\u015fmas\u0131yla g\u00fcn\u00fcn tamam\u0131n\u0131 sat\u0131c\u0131l\u0131 ge\u00e7ti.&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-12012","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\/12012","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=12012"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/12012\/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=12012"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=12012"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=12012"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}