{"id":21311,"date":"2012-11-20T08:19:00","date_gmt":"2012-11-20T06:19:00","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=21311"},"modified":"2012-11-20T08:21:13","modified_gmt":"2012-11-20T06:21:13","slug":"seans-oncesi-2","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-2\/","title":{"rendered":"Seans \u00d6ncesi &#8211; G\u00fcne Ba\u015flarken&#8230; 08:45"},"content":{"rendered":"<p>Bu sabah g\u00f6zlerimizi a\u00e7t\u0131\u011f\u0131m\u0131zda Moodys&#8217;in Fransa&#8217;n\u0131n notunu indirdi\u011fi ve g\u00f6r\u00fcn\u00fcm\u00fc negatif olarak belirledi\u011fi haberini duyduk. Fakat piyasalardaki sabah verilerine bakt\u0131\u011f\u0131mda sanki beklenen bir habermi\u015f gibi alg\u0131land\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyorum. ABD vadelileri d\u00fcnk\u00fc seviyelerinin \u00e7ok az alt\u0131nda bulunurken, Asya taraf\u0131nda ise hava fena de\u011fil. Ama Avrupa borsalar\u0131n\u0131n da a\u00e7\u0131l\u0131\u015f\u0131n\u0131 g\u00f6rmek gerekiyor. Euro-dolar paritesi bu sabah geri \u00e7ekiliyor ama Fransa&#8217;N\u0131n not indiriminin daha fazla olumsuz etki yapmas\u0131n\u0131 beklerdim. Demek ki en az\u0131ndan \u015fimdilik Avrupa cephesi bu geli\u015fmeyi \u00e7ok \u00f6nemli \u00f6l\u00e7\u00fcde umursam\u0131yor olabilir.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-360520542\"><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>D\u00fcnk\u00fc yorumumda bizim borsam\u0131z\u0131n \u00a0g\u00fcne olumlu ba\u015flay\u0131p daha sonra 71.500-71.750&#8217;ye do\u011fru bir hareket yapabilece\u011fini belirtmi\u015ftim. Fakat g\u00fcn boyunca bizim endeksin havas\u0131 k\u00f6t\u00fcyd\u00fc. Endeks en d\u00fc\u015f\u00fck 70.224 seviyesini g\u00f6r\u00fcp, 70.607 seviyesinden kapand\u0131. G\u00fcnl\u00fck bazda y\u00fczde 0.26 ekside kapatt\u0131. Avrupa ve ABD&#8217;de y\u00fczde 1&#8217;in \u00fczerinde art\u0131\u015flara ra\u011fmen bizim borsa bunun \u00e7ok gerisinde kald\u0131. \u00d6zel bir sebep var m\u0131yd\u0131 derseniz, belirgin bir neden yoktu. Tahminimce bug\u00fcnk\u00fc PPK toplant\u0131s\u0131ndan \u00f6yle pek de \u00f6nemli bir faiz indirimi beklenmiyor olabilir. Belki de Halkbank&#8217;\u0131n borsaya yar\u0131n girecek olan yeni hisselerinin bir miktar arz fazlas\u0131 yarataca\u011f\u0131 d\u00fc\u015f\u00fcn\u00fcl\u00fcyor olabilir. PPK toplant\u0131s\u0131ndan olas\u0131 sonu\u00e7lar\u0131n neler olabilece\u011fine ili\u015fkin analizimi bug\u00fcn gazetesindeki k\u00f6\u015femde okuyabilirsiniz (<a href=\"http:\/\/ekonomi.bugun.com.tr\/ppk-toplantisi-ve-olasi-senaryolar-yazisi-212592\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">buray\u0131<\/a> t\u0131klay\u0131n\u0131z). E\u011fer PPK&#8217;dan faizin sadece \u00fcst band\u0131nda 50 baz puanl\u0131k indirim gelirse bu durum borsa a\u00e7\u0131s\u0131ndan pek olumlu alg\u0131lanmaz. D\u00fcnk\u00fc geli\u015fmelerden sonra bug\u00fcn borsa endeksi i\u00e7in &#8220;bekle g\u00f6r&#8221; stratejisi izlenmeli. Yar\u0131n Halkbank&#8217;\u0131n yeni halka arz edilen hisseleri hesaplara ge\u00e7mi\u015f olacak. Bu a\u015famadan sonra endeksin y\u00f6n\u00fc hakk\u0131nda daha sa\u011fl\u0131kl\u0131 analiz yapmak m\u00fcmk\u00fcn olabilir.<\/p>\n<p>Teknik analiz g\u00f6stergelerine bakt\u0131\u011f\u0131m\u0131zda ise a\u015fa\u011f\u0131daki grafik ortaya \u00e7\u0131k\u0131yor.<\/p>\n<p><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2012\/11\/borsa-endeksi-20-kasim-2012.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-21312\" title=\"borsa endeksi 20 kasim 2012\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2012\/11\/borsa-endeksi-20-kasim-2012.png\" alt=\"\" width=\"552\" height=\"452\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2012\/11\/borsa-endeksi-20-kasim-2012.png 552w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2012\/11\/borsa-endeksi-20-kasim-2012-300x245.png 300w\" sizes=\"auto, (max-width: 552px) 100vw, 552px\" \/><\/a><\/p>\n<p>Yakla\u015f\u0131k olarak 65.700 civar\u0131ndan ba\u015flayan y\u00fckseli\u015f 73.300 seviyelerine kadar devam etti. Daha sonra azalan \u00fc\u00e7l\u00fc tepe yapan endeks d\u00fcn 70.200 civar\u0131n\u0131 g\u00f6r\u00fcp 70.600 seviyelerinden kapand\u0131. 70.200 seviyesi Fibonacci&#8217;nin %38.2 geri \u00e7ekilme \u00e7izgisine denk geliyor. Yani bu seviyede teknik a\u00e7\u0131dan \u00f6nemli bir destek vard\u0131. Talep Konsantrasyon E\u011frisi de (TKE) s\u0131f\u0131r seviyesinin alt\u0131n\u0131 g\u00f6r\u00fcp yukar\u0131 d\u00f6nd\u00fc ama net bir \u015fekilde dip olu\u015ftu\u011funu s\u00f6yleyebilmemiz i\u00e7in, TKE g\u00f6stergesinin en az\u0131ndan 40 seviyesinin \u00fczerine \u00e7\u0131kmas\u0131 gerekiyor. \u00a0Bu g\u00f6r\u00fcnt\u00fc alt\u0131nda endeksin yeniden 70.200 civar\u0131n\u0131 g\u00f6rmesi daha fazla a\u015fa\u011f\u0131 d\u00fc\u015f\u00fc\u015f\u00fc de beraberinde getirir. Endeksin y\u00fckseli\u015fe ge\u00e7mesi i\u00e7in, 70.350&#8217;Nin alt\u0131n\u0131 g\u00f6rmeden bug\u00fcn 70.750 veya \u00fczerinde bir kapan\u0131\u015f yapmas\u0131 gerekir. Ayr\u0131ca bu t\u00fcr bir hareket s\u0131ras\u0131nda i\u015flem miktar\u0131n\u0131n da kademeli bir \u015fekilde artmaya ba\u015flad\u0131\u011f\u0131n\u0131 g\u00f6rmeliyiz. Endeksin bug\u00fcn yine d\u00fc\u015f\u00fck hacimle s\u0131k\u0131\u015f\u0131k bir seyri izlemesini bekliyorum. E\u011fer \u00f6nemli bir geli\u015fme olursa tweeter&#8217;dan yorum ge\u00e7erim.<\/p>\n<p>Son gelen bilan\u00e7olardan sonra bir tablo haz\u0131rlad\u0131m. Bu tablo a\u015fa\u011f\u0131dad\u0131r ve faydal\u0131 bir tablodur. Birinci kolon hisse kodlar\u0131d\u0131r. \u0130kinci kolonda firman\u0131n net sat\u0131\u015flar\u0131n\u0131n ne kadar b\u00fcy\u00fcd\u00fc\u011f\u00fc veya k\u00fc\u00e7\u00fcld\u00fc\u011f\u00fcn\u00fc g\u00f6r\u00fcyorsunuz (Dikkat Bankalar ve sigorta \u015firketleri i\u00e7in de\u011ferleri dikkate almay\u0131n\u0131z) Yani bir \u00f6nceki y\u0131l\u0131n Eyl\u00fcl ay\u0131na g\u00f6re sat\u0131\u015flarda y\u00fczde ka\u00e7 art\u0131\u015f ya da azal\u0131\u015f olmu\u015f. Bu tabloda en \u00fcstteki ortalama de\u011fer, a\u011f\u0131rl\u0131ks\u0131z olarak firma sat\u0131\u015flar\u0131n\u0131n b\u00fcy\u00fcme ortalamas\u0131 ve alt\u0131nda da medyan (ortaya gelen de\u011fer) var. \u00a0\u00dc\u00e7\u00fcnc\u00fc kolonda firmalar\u0131n \u00f6zsermayeleri ge\u00e7en y\u0131la g\u00f6re y\u00fczde ka\u00e7 de\u011fi\u015fmi\u015f bunu g\u00f6r\u00fcyoruz. D\u00f6rd\u00fcnc\u00fc kolonda Firmalar\u0131n esas faaliyetinden elde etti\u011fi karlar\u0131n y\u00fczde ka\u00e7 art\u0131p azald\u0131\u011f\u0131 veriliyor. \u00a0Be\u015finci kolonda net karlar\u0131n ge\u00e7en y\u0131la g\u00f6re y\u00fczde ka\u00e7 de\u011fi\u015fti\u011fi veriliyor. \u00a0Alt\u0131nc\u0131 kolonda ilgili hissenin F\/K oran\u0131 veriliyor (y\u0131ll\u0131k kar\u0131n\u0131n ka\u00e7 kat\u0131 piyasa de\u011feri oldu\u011funu g\u00f6steriyor). \u00a0Yedinci kolonda firman\u0131n \u00f6zvarl\u0131klar\u0131n\u0131n ka\u00e7t\u0131 piyasa de\u011ferinden i\u015flem g\u00f6rd\u00fc\u011f\u00fc (PD\/DD oran\u0131) veriliyor. Sekizinci kolonda ilgili firman\u0131n piyasa de\u011ferinin y\u0131ll\u0131k cirosunun y\u00fczde ka\u00e7\u0131 veya ka\u00e7 kat\u0131 oldu\u011fu veriliyor. SOn kolon ise bu firman\u0131n ge\u00e7mi\u015f be\u015f y\u0131lda istikrarl\u0131 \u015fekilde kar a\u00e7\u0131klay\u0131p a\u00e7\u0131klamad\u0131\u011f\u0131na ili\u015fkin bir de\u011fer var. Bu de\u011fer 1&#8217;e \u00a0ne kadar yak\u0131nsa o kadar istikrarl\u0131 kar \u00fcreten bir \u015firket oldu\u011funu anl\u0131yoruz. Ama de\u011fer eksi ise ve eksi 1&#8217;e yak\u0131nsa, istikrar\u0131 bir \u015fekilde zarar etti\u011fini anl\u0131yoruz. \u00a0Bu rakamlar Borfin&#8217;den FAST WEB MAL\u0130 ANAL\u0130Z program\u0131ndan derlenmi\u015ftir. Herkes kendi hissesinin durumunu buradan kontrol edebilir. E\u011fer orta ve uzun vadeli yat\u0131r\u0131mc\u0131ysan\u0131z, Shapr Net KAr marj\u0131 eksi olanlara dikkat etmelisiniz. (D\u0130KKAT!&#8230; Bankalar ve sigorta \u015firketleri i\u00e7in, a\u015fa\u011f\u0131da \u00a0verilen rakamlardan net kar b\u00fcy\u00fcmesi, F\/K, PD\/DD ve Sharp net kar marj\u0131n\u0131 dikkate al\u0131n\u0131z, di\u011fer de\u011ferleri dikkate almay\u0131n\u0131z). Bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131 dile\u011fiyle&#8230;.<\/p>\n<p>NOT: D\u00fcn \u0130MKB ba\u015fkan\u0131 say\u0131n \u0130brahim Turhan&#8217;\u0131n davetindeydim. Borsa \u0130stanbul&#8217;u dinledik. Bu konuda ddaha ayr\u0131nt\u0131l\u0131 biryaz\u0131y\u0131 kaleme alaca\u011f\u0131m&#8230;<\/p>\n<p><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2012\/11\/puanlama-tablosu.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-21313\" title=\"puanlama tablosu\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2012\/11\/puanlama-tablosu.png\" alt=\"\" width=\"577\" height=\"6921\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2012\/11\/puanlama-tablosu.png 577w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2012\/11\/puanlama-tablosu-25x300.png 25w\" sizes=\"auto, (max-width: 577px) 100vw, 577px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bu sabah g\u00f6zlerimizi a\u00e7t\u0131\u011f\u0131m\u0131zda Moodys&#8217;in Fransa&#8217;n\u0131n notunu indirdi\u011fi ve g\u00f6r\u00fcn\u00fcm\u00fc negatif olarak belirledi\u011fi haberini duyduk. Fakat piyasalardaki sabah verilerine bakt\u0131\u011f\u0131mda sanki beklenen bir habermi\u015f gibi&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-21311","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\/21311","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=21311"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/21311\/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=21311"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=21311"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=21311"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}