{"id":15989,"date":"2012-05-29T15:25:48","date_gmt":"2012-05-29T13:25:48","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=15989"},"modified":"2012-05-29T15:28:30","modified_gmt":"2012-05-29T13:28:30","slug":"seans-oncesi-29-mayis-2012-0840","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-29-mayis-2012-0840\/","title":{"rendered":"Seans \u0130\u00e7inden &#8211; 29 May\u0131s 2012 &#8211; 16:40"},"content":{"rendered":"<p><strong>16:40<\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1488314504\"><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>Piyasada daha \u00f6nceki yoruma g\u00f6re de\u011fi\u015fen fazla bir\u015fey yok. Az \u00f6nce ABD borsalar\u0131nda i\u015flemler ba\u015flad\u0131. Dow ve S&amp;P500 \u00a0endeksleri y\u00fczde 0.75 civar\u0131nda \u00a0yukar\u0131da bulunuyor. Alt\u0131n\u0131n da sabah saatlerinde 1570 dolardan tekrar 1581 dolara y\u00fckselmesi \u00c7iN&#8217;den b\u00fcy\u00fcmeye ili\u015fkin politika a\u00e7\u0131klamalar\u0131n\u0131n etkili olabilece\u011fini g\u00f6steriyor. Piyaslaarda yav\u015f yava\u015f olumluya d\u00f6n\u00fc\u015f var. Hisselerde pozisyon bozulmadan beklenebilir. Fakat yine de piyasalar hala k\u0131r\u0131lgan. \u00a0T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 faiz koridorunu de\u011fi\u015ftirmezken, TL munzam kar\u015f\u0131l\u0131klarda d\u00f6viz cinsi tutulacak miktar %40&#8217;tan %45&#8217;e y\u00fckseltildi. Bu da d\u00f6vzi urlar\u0131 \u00fczerinde bir miktar a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 yaratt\u0131. \u00a0Durum \u015fimdilik b\u00f6yle yar\u0131n g\u00f6r\u00fc\u015fmek \u00fczere&#8230;<\/p>\n<p><strong>11:45<\/strong><\/p>\n<p>Endeks g\u00fcne olumlu ba\u015flad\u0131. \u00a0Akbank y\u00fczde 3 prim yapm\u0131\u015f g\u00f6r\u00fcn\u00fcyor ??? \u00a0\u0130nan\u0131l\u0131r gibi de\u011fil. Endeks \u015fu an 55.450&#8217;de ve d\u00fcne g\u00f6re y\u00fczde 1.10 yukar\u0131da bulunuyor. Tahminen bug\u00fcn 55.000 seviyesini destek yaparak y\u00fckselme \u00e7abas\u0131 i\u00e7inde olacakt\u0131r. \u00a0Fazla yazacak bir \u015fey yok. PPK toplant\u0131s\u0131n\u0131n sonu\u00e7lar\u0131n\u0131 bekliyoruz. \u00d6\u011fleden sonra g\u00f6r\u00fc\u015fmek \u00fczere.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>08:40<\/strong><\/p>\n<p>D\u00fcn piyasalar a\u00e7\u0131ld\u0131\u011f\u0131nda borsa a\u00e7\u0131l\u0131\u015fta olumluydu ama daha sonra hava yeniden bozmu\u015ftu. Me\u011fer Citigroup yeni bir haz\u0131rl\u0131k i\u00e7indeymi\u015f. Tabi bizlerin bundan haberi d\u00fcn seans kapanacak s\u0131rada oluyor. \u00dcstelik Citi&#8217;den yeni sat\u0131\u015f yap\u0131lmayaca\u011f\u0131 en yetkili a\u011f\u0131zlardan a\u00e7\u0131klanmas\u0131na ra\u011fmen. D\u00fcn saat 17:09&#8217;da KAP&#8217;a g\u00f6nderdikleri a\u00e7\u0131klamada borsada sat\u0131\u015fa konu olmayan 30 milyonun \u00fczerindeki hisseyi i\u015flem yap\u0131labilir hale getirmek i\u00e7in MKK&#8217;ya ba\u015fvuruda bulunmu\u015flar. \u00a0Acaba daha sonra da bu hisseleri satacaklar\u0131n\u0131 m\u0131 a\u00e7\u0131klayacaklar? Bu konuda ger\u00e7ekten de piyasa g\u00fcvenini sars\u0131c\u0131 ciddi geli\u015fmeler oluyor. Buna bug\u00fcnk\u00fc AK m\u0131 Kara m\u0131? ba\u015fl\u0131kl\u0131 yaz\u0131mda de\u011findim. Dilerim bu konuda SPK taraf\u0131ndan ad\u0131m at\u0131l\u0131r ve bu \u015faibenin ortadan kalkmas\u0131 i\u00e7in giri\u015fimde bulunulur.<\/p>\n<p>Bug\u00fcn d\u0131\u015f piyasalara bakt\u0131\u011f\u0131m\u0131zda, ABD&#8217;nin olumlu oldu\u011funu ve future endekslerin y\u00fczde 0.80 art\u0131da hareket etti\u011fini g\u00f6r\u00fcyoruz. Benzer \u015fekilde Asya borsalar\u0131 da olumlu bir seyir izliyor.\u00a0D\u0131\u015f piyasalar, \u00c7in&#8217;de politika yap\u0131c\u0131lar\u0131n ekonomik b\u00fcy\u00fcmeyi desteklemeye y\u00f6nelik ad\u0131mlar ataca\u011f\u0131 beklentisinden olumlu etkileniyor.<\/p>\n<p>Akbank&#8217;ta Citigroup&#8217;un yeni 30 milyonluk hisse haberi bizim piyasay\u0131 nas\u0131l etkiler bilemiyorum. \u00a0Hi\u00e7 bir zaman komplo teorilerine prim vermedim ama, bu a\u00e7\u0131klaman\u0131n zamanlamas\u0131 m\u00fcthi\u015f. Akbank hisselerinin PD\/DD oran\u0131 2008&#8217;deki Lehman krizi seviyesine \u00e7ok yakla\u015fm\u0131\u015f durumda ve a\u015f\u0131r\u0131 iskontolu. Bug\u00fcn ger\u00e7ekten merak ediyorum al\u0131c\u0131lar kimler olacak diye. Fakat zaten bunu da g\u00f6remiyoruz. Aradan iki g\u00fcn ge\u00e7ince takastaki de\u011fi\u015fimleri g\u00f6r\u00fcyoruz.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1440722242\"><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>Sonu\u00e7 olarak bug\u00fcn hayli ilgin\u00e7 olacakt\u0131r. D\u0131\u015f piyasalarda olumlu hava var (d\u00fcn de vard\u0131) bug\u00fcn bakal\u0131m bu haber nas\u0131l kullan\u0131lacak? Bug\u00fcn ayr\u0131ca TCMB&#8217;nin PPK toplant\u0131s\u0131 var. E\u011fer dolara set \u00e7ekmek \u00fczere faiz koridorunda \u00fcst limit faiz 12&#8217;ye \u00e7\u0131kar\u0131l\u0131rsa yine olumsuz etki yapar. \u00a0D\u0131\u015far\u0131ya bakt\u0131\u011f\u0131m\u0131zda ise \u0130spanya yine s\u0131k\u0131nt\u0131l\u0131 duruyor. Faizler 6.46 seviyesine geldi. ABD iyi ama, AVrupa&#8217;da hava nas\u0131l olacak seans \u00f6ncesinde g\u00f6rebilece\u011fiz. Bu \u015fartlar alt\u0131nda geli\u015fmeleri sizlere aktarmaya devam edece\u011fim. Bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131 dile\u011fiyle.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>16:40 Piyasada daha \u00f6nceki yoruma g\u00f6re de\u011fi\u015fen fazla bir\u015fey yok. Az \u00f6nce ABD borsalar\u0131nda i\u015flemler ba\u015flad\u0131. Dow ve S&amp;P500 \u00a0endeksleri y\u00fczde 0.75 civar\u0131nda \u00a0yukar\u0131da bulunuyor.&hellip;<\/p>\n","protected":false},"author":102,"featured_media":9297,"comment_status":"closed","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-15989","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\/15989","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\/102"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=15989"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/15989\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/9297"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=15989"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=15989"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=15989"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}