{"id":1252,"date":"2011-06-08T13:12:24","date_gmt":"2011-06-08T10:12:24","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=1252"},"modified":"2011-06-08T13:12:24","modified_gmt":"2011-06-08T10:12:24","slug":"borsada-yukselis-devam-eder-mi","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/borsada-yukselis-devam-eder-mi\/","title":{"rendered":"Borsada Y\u00fckseli\u015f Devam Eder mi"},"content":{"rendered":"<p>Bankac\u0131l\u0131k sekt\u00f6r\u00fc net kar\u0131 Nisan ay\u0131nda bir \u00f6nceki aya g\u00f6re %39, ge\u00e7en y\u0131l\u0131n Nisan ay\u0131na g\u00f6re %37 a\u015fa\u011f\u0131da kald\u0131. BDDK bankac\u0131l\u0131k sekt\u00f6r\u00fcn\u00fcn Nisan ay\u0131 bilan\u00e7osunu d\u00fcn yay\u0131nlad\u0131. Sekt\u00f6r\u00fcn ilk d\u00f6rt aydaki net kar\u0131 6.9 milyar TL ile ge\u00e7ti\u011fimiz y\u0131l\u0131n ayn\u0131 d\u00f6neminin %19 alt\u0131nda ger\u00e7ekle\u015firken, Nisan ay\u0131 \u00f6zeline indi\u011fimizde hem bir \u00f6nceki aya g\u00f6re hem de ge\u00e7ti\u011fimi y\u0131l\u0131n ayn\u0131 ay\u0131na g\u00f6re kar d\u00fc\u015f\u00fc\u015f\u00fc olduk\u00e7a ciddi boyutlarda ger\u00e7ekle\u015fti.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2361659245\"><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>Bankalar\u0131n Nisan ay\u0131nda ticari i\u015flemlerinden yazm\u0131\u015f olduklar\u0131 276mn TL tutar\u0131ndaki net zarar bu d\u00fc\u015f\u00fc\u015fteki en \u00f6nemli etkenlerden biri olarak g\u00f6r\u00fcnmekte. Ticari gelir\/gider&#8217;e g\u00f6re d\u00fczeltilmi\u015f net faiz marj\u0131 Nisan ay\u0131nda bir \u00f6nceki aya g\u00f6re %25 bir \u00f6nceki Nisan&#8217;a g\u00f6re ise %23 d\u00fc\u015f\u00fc\u015f sergiledi. Toplam gelirlerde de hem marj d\u00fc\u015f\u00fc\u015f\u00fcn\u00fcn hem de faiz d\u0131\u015f\u0131 di\u011fer gelirlerdeki d\u00fc\u015f\u00fc\u015f\u00fcn etkisiyle, y\u0131ll\u0131k %26 ayl\u0131k ise %35 daralma g\u00f6r\u00fcld\u00fc. Her ne kadar kredi kar\u015f\u0131l\u0131k giderlerinde de ciddi miktarda bir d\u00fc\u015f\u00fc\u015f olsa da, bu olumlu etki Nisan ay\u0131ndaki kar\u0131n sert d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc engellemeye yetmedi.<\/p>\n<p>Nisan ay\u0131 sekt\u00f6r rakamlar\u0131n\u0131n y\u0131l\u0131n ikinci \u00e7eyre\u011fi i\u00e7in \u00e7ok olumlu bir tablo \u00e7izmedi\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Sanayi \u00fcretim endeksi a\u00e7\u0131klan\u0131yor. TU\u0130K bug\u00fcn Nisan ay\u0131 Sanayi \u00dcretim Endeksi sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klayacak. B\u00fcy\u00fcmenin \u00f6nc\u00fc g\u00f6stergelerinden sanayi \u00fcretimi, 2011 y\u0131l\u0131 Mart ay\u0131nda gecen y\u0131l\u0131n ayn\u0131 ay\u0131na g\u00f6re % 10.4, bir \u00f6nceki aya g\u00f6re ise % 12.7 oran\u0131nda art\u0131\u015f g\u00f6stermi\u015fti. Mevsimsel etkilerden ar\u0131nd\u0131r\u0131lm\u0131\u015f endeks ise bir ay \u00f6ncesine g\u00f6re %0,4 oran\u0131nda d\u00fc\u015fm\u00fc\u015ft\u00fc. Sanayinin alt sekt\u00f6rleri incelendi\u011finde, 2011 y\u0131l\u0131 Ma\u0131na g\u00f6re madencilik ve ta\u015focak\u00e7\u0131l\u0131\u011f\u0131 sekt\u00f6r\u00fc endeksi % 4.5, imalat sanayi sekt\u00f6r\u00fc endeksi % 10.4 ve elektrik, gaz, buhar ve iklimlendirme \u00fcretimi ve da\u011f\u0131t\u0131m\u0131 sekt\u00f6r\u00fc endeksi % 11.9 artm\u0131\u015ft\u0131.<\/p>\n<p>Ekonomi Bakan\u0131 Babacan, BDDK&#8217;n\u0131n artan cari a\u00e7\u0131kla m\u00fccadelede daha etkin olmas\u0131n\u0131n beklenebilece\u011fini belirtti. Babacan, d\u00fcn yapt\u0131\u011f\u0131 a\u00e7\u0131klamada BDDK&#8217;n\u0131n kredi b\u00fcy\u00fcmesini yava\u015flatmak i\u00e7in banka bazl\u0131 tedbirlere ba\u015fvurabilece\u011fini s\u00f6yledi. Hat\u0131rlanaca\u011f\u0131 gibi, HSBC&#8217;nin son bankac\u0131l\u0131k sekt\u00f6r\u00fc raporunda banka bazl\u0131 tedbirlere ba\u015fvurmas\u0131n\u0131n kredi b\u00fcy\u00fcmesini \u00f6nlemek konusunda daha etkin bir \u00e7\u00f6z\u00fcm olaca\u011f\u0131 s\u00f6ylenmekteydi.<\/p>\n<p>Ancak halen, banka bazl\u0131 tedbirlerin hangi metotlarla al\u0131naca\u011f\u0131 ile ilgili bir bilgi bulunmamakta. PET ithalat\u0131nda vergi uygulamas\u0131n\u0131n tekrar ba\u015flat\u0131lmas\u0131 de yer alan habere g\u00f6re, 2007 y\u0131l\u0131ndan 2011 y\u0131l\u0131 ba\u015f\u0131na kadar uygulanan PET&#8217;te ithalat vergisinin tekrar getirilmesi g\u00fcndeme al\u0131nd\u0131. Verginin kalkmas\u0131 sonras\u0131nda, sekt\u00f6rde haks\u0131z rekabet yarat\u0131ld\u0131\u011f\u0131n\u0131 ve yerli \u00fcreticilerin zor durumda b\u0131rak\u0131ld\u0131\u011f\u0131n\u0131 iddia eden Petkim D\u0131\u015f Ticaret M\u00fcste\u015farl\u0131\u011f\u0131&#8217;n\u0131n bu karar\u0131n\u0131 destekliyor.<\/p>\n<p>Petkim i\u00e7in olumlu olmas\u0131 beklenen bu geli\u015fme, maliyetlerin artacak olmas\u0131 nedeniyle g\u0131da ve i\u00e7ecek \u00fcreticileri (Coca Cola \u0130\u00e7ecek gibi) i\u00e7in olumsuz olacakt\u0131r. [PETKM.IS Mevcut Fiyat:L, Endeksin \u00dczerinde Getiri], [CCOLA.IS Mevcut Fiyat: 22.20 TL, Hedef Fiyat: 24.30 TL, Endekse Paralel Getiri]<\/p>\n<p>\u00c7imento \u015firketleri lokavt karar\u0131 ald\u0131. T\u00fcrk \u00e7imento \u00fcreticileri sendikas\u0131, i\u015f\u00e7i sendikalar\u0131n\u0131n grev karar\u0131 almas\u0131 \u00fczerine lokavta gitmeye karar verdiklerini a\u00e7\u0131klad\u0131. Ge\u00e7mi\u015fte ya\u015fan\u0131lan \u00f6rneklerde belirli bir s\u00fcre sonra \u00e7\u00f6z\u00fcme ula\u015f\u0131ld\u0131\u011f\u0131 g\u00f6r\u00fclmekle birlikte s\u00fcregelen grev ve lokavt\u0131n \u00fcretimde durmaya yol a\u00e7mas\u0131 durumunda \u015firketlerin operasyonel karl\u0131l\u0131\u011f\u0131 etkilenebilir.<\/p>\n<p>Global piyasalar Avrupa borsalar\u0131nda kar\u0131\u015f\u0131k seyir hakim olurken, ABD borsalar\u0131 y\u00fckseli\u015f e\u011filimi ile ba\u015flad\u0131klar\u0131 g\u00fcn\u00fc Fed Ba\u015fkan\u0131 Bernanke&#8217;nin ABD ekonomisinin zay\u0131f seyrine vurgu yapan konu\u015fmas\u0131 sonras\u0131nda kapan\u0131\u015fa do\u011fru gelen sat\u0131\u015flarla ortalamada %0.1 geriledi. Asya borsalar\u0131 bu sabah itibariyle global ekonomik aktivitenin yava\u015flayaca\u011f\u0131 beklentileriyle sat\u0131\u015f e\u011filimli hareket ederken, ABD future&#8217;lar\u0131 da ortalamada %0.1 gerilemi\u015f durumda.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-4045122839\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"3167340272\"\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>ABD 10 y\u0131ll\u0131k tahvilin getirisi %3.0 seviyelerinde yatay kal\u0131rken, EURUSD paritesi 1.456 &#8216; 1.470 band\u0131nda hareket etti\u011fi g\u00fcn\u00fc band\u0131n \u00fcst taraf\u0131nda 1.469 seviyelerinden tamamlad\u0131. G\u00fcne 1.468 seviyelerinden ba\u015flayan EURUSD paritesinde Fed Ba\u015fkan\u0131 Bernanke&#8217;nin d\u00fcn yapt\u0131\u011f\u0131 a\u00e7\u0131klamalar\u0131n etkileri bug\u00fcn de hissedilecek g\u00f6r\u00fcn\u00fcyor. Almanya sanayi \u00fcretim veri\u015finin de a\u00e7\u0131klanaca\u011f\u0131 g\u00fcnde EURUSD paritesinin 1.47 seviyelerini a\u015fabilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n<p>Yar\u0131n ki Avrupa Merkez Bankas\u0131&#8217;n\u0131n faiz toplant\u0131s\u0131 \u00f6ncesinde EURUSD paritesinin g\u00fcn i\u00e7inde 1.455 &#8216; 1.476 band\u0131nda hareket etmesini bekliyoruz. Alt\u0131n fiyatlar\u0131 d\u00fcn dar bir bantta hareket ederken, g\u00fcn\u00fc USD 1544 seviyelerinden tamamlad\u0131. Bu sabah itibariyle USD 1541 seviyelerinden ba\u015flayan alt\u0131nda, yar\u0131n ki Avrupa Merkez Bankas\u0131&#8217;n\u0131n faiz toplant\u0131s\u0131 \u00f6ncesinde dar bant hareketinin devam edebilece\u011fini tahmin ediyoruz. Buna ba\u011fl\u0131 olarak alt\u0131n\u0131n g\u00fcn i\u00e7inde USD 1530 &#8216; USD 1560 aral\u0131\u011f\u0131nda i\u015flem g\u00f6rmesini bekliyoruz.<\/p>\n<p>Yurti\u00e7i piyasalar Hisse senedi: Global piyasalardaki negatif e\u011filime ba\u011fl\u0131 olarak temkinli bir a\u00e7\u0131l\u0131\u015f bekledi\u011fimiz \u0130MKB taraf\u0131nda yukar\u0131 y\u00f6nl\u00fc hareketin devam edip etmeyece\u011fi bug\u00fcn a\u00e7\u0131klanacak olan Nisan ay\u0131 sanayi \u00fcretim verileri tayin edecek g\u00f6r\u00fcn\u00fcyor. T\u00fcrkiye&#8217;ye ili\u015fkin risk alg\u0131lamalar\u0131n\u0131n da belirleyici olaca\u011f\u0131 g\u00fcnde \u0130MKB-100 i\u00e7in g\u00fcn i\u00e7i hareket aral\u0131\u011f\u0131m\u0131z 63,200 &#8216; 65,400.<\/p>\n<p>Bono: Bu sabah tezgah\u00fcst\u00fc piyasalarda yatay a\u00e7\u0131lan g\u00f6sterge bononun g\u00fcn i\u00e7inde %8.8 &#8211; %9.1 aral\u0131\u011f\u0131nda hareket edece\u011fini tahmin ediyoruz. Bu arada Hazine d\u00fcn ger\u00e7ekle\u015ftirdi\u011fi 2 ihaleyle piyasalardan, rekabet\u00e7i olmayan sat\u0131\u015flar dahil, net TRY 2.2bn satarken, ihaleye olan ilginin zay\u0131f kald\u0131\u011f\u0131n\u0131 s\u00f6yleyebiliriz. Bununla birlikte 20 \u015eubat 2013 vadeli tahvil ihalesinde faizleri %8.95 seviyelerinde olu\u015furken, 4 Haziran 2014 vadeli sabit kuponlu tahvil yesinde ger\u00e7ekle\u015fti.<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2110091793\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"1818807385\"\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>D\u00f6viz: Bug\u00fcn i\u00e7in USDTRY taraf\u0131nda Nisan ay\u0131 sanayi \u00fcretim verileri takip edilirken, piyasalardaki risk alg\u0131lamalar\u0131 da y\u00f6n konusunda belirleyici olacak. USDTRY&#8217;nin g\u00fcn i\u00e7inde 1.570 &#8216; 1.590 aral\u0131\u011f\u0131nda hareket etmesini bekliyoruz.<\/p>\n<p>kaynak<\/p>\n<p><a href=\"http:\/\/www.ekoklinik.com\/\" data-wpel-link=\"external\" target=\"_blank\" rel=\"nofollow external noopener\">http:\/\/www.ekoklinik.com<\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bankac\u0131l\u0131k sekt\u00f6r\u00fc net kar\u0131 Nisan ay\u0131nda bir \u00f6nceki aya g\u00f6re %39, ge\u00e7en y\u0131l\u0131n Nisan ay\u0131na g\u00f6re %37 a\u015fa\u011f\u0131da kald\u0131. BDDK bankac\u0131l\u0131k sekt\u00f6r\u00fcn\u00fcn Nisan ay\u0131 bilan\u00e7osunu&hellip;<\/p>\n","protected":false},"author":2,"featured_media":1253,"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-1252","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\/1252","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\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=1252"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/1252\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/1253"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=1252"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=1252"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=1252"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}