{"id":26536,"date":"2013-07-16T08:01:09","date_gmt":"2013-07-16T06:01:09","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=26536"},"modified":"2013-07-16T08:01:09","modified_gmt":"2013-07-16T06:01:09","slug":"faiz-artirimi-mesaji-borsayi-neden-yukseltti","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/faiz-artirimi-mesaji-borsayi-neden-yukseltti\/","title":{"rendered":"Faiz art\u0131r\u0131m\u0131 mesaj\u0131 borsay\u0131 neden y\u00fckseltti?"},"content":{"rendered":"

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D\u00fcn i\u00e7 g\u00fcndemde iki \u00f6nemli haber vard\u0131r. Birincisi TCMB\u2019den gelen 23 Temmuz\u2019daki toplant\u0131da faiz koridorunun \u00fcst band\u0131ndan art\u0131r\u0131m yap\u0131larak koridorun geni\u015fletilece\u011fi sinyali, ikincisi ise Hazine\u2019nin ba\u015far\u0131l\u0131 ge\u00e7en ihaleleri. Bu iki geli\u015fme s\u0131ras\u0131yla kuru ve faizi a\u015fa\u011f\u0131 \u00e7ekerken borsa taraf\u0131nda olumlu alg\u0131land\u0131. Peki faiz art\u0131r\u0131m\u0131 haberine bankalar neden bu kadar sevindi? Normal \u015fartlarda faizlerdeki d\u00fc\u015f\u00fc\u015f\u00fcn bankalara olumlu yans\u0131d\u0131\u011f\u0131n\u0131, aksi durumun yani faiz art\u0131\u015f\u0131n\u0131n da ek maliyet getirdi\u011fini biliyoruz. Fakat d\u00fcnk\u00fc faiz art\u0131r\u0131m\u0131 mesaj\u0131n\u0131n ard\u0131ndan ba\u015fta bankalar olmak \u00fczere hisse senetlerinde mini ralli ya\u015fand\u0131\u011f\u0131n\u0131 g\u00f6rd\u00fck. Bunun nedeni TCMB\u2019nin piyasan\u0131n yap\u0131lmas\u0131n\u0131 bekledi\u011fi hatta gecikmi\u015f oldu\u011funu d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fc bir karar\u0131n al\u0131nmas\u0131yd\u0131. Piyasa TCMB\u2019nin bu hamleyle son d\u00f6nemde artan yabanc\u0131 \u00e7\u0131k\u0131\u015f\u0131n\u0131 durdurmay\u0131 ama\u00e7lad\u0131\u011f\u0131 sonucuna ula\u015ft\u0131\u0131 ve bu da endeksi y\u00fckselten ana etken oldu. Bizde bu hamleyi olumlu olarak yorumluyoruz. Teknik a\u00e7\u0131dan ise \u00f6nceki g\u00fcnlerdeki g\u00f6r\u00fc\u015flerimizi koruyoruz. 73,000\u2019in a\u015f\u0131lmas\u0131yla al\u0131m yapm\u0131\u015f olanlar stop loss seviyesini art\u0131k kar stobuna \u00e7evirerek 22 g\u00fcnl\u00fck hareketli ortalamay\u0131 takip edebilirler. Bu ortalama bug\u00fcn itibariyle 74,600 civar\u0131ndan ge\u00e7iyor. Bu seviyenin alt\u0131na sark\u0131lmad\u0131\u011f\u0131 s\u00fcrece yukar\u0131 y\u00f6nl\u00fc pozisyonlar ta\u015f\u0131nmaya devam edilebilir. Kar al\u0131m hedefi ise son g\u00fcnlerde ifade eti\u011fimiz 79,000 olmal\u0131d\u0131r.<\/p>

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