{"id":28573,"date":"2013-11-06T08:40:40","date_gmt":"2013-11-06T06:40:40","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=28573"},"modified":"2013-11-06T08:41:08","modified_gmt":"2013-11-06T06:41:08","slug":"seans-oncesi-borsadaki-dusus-ve-onemli-noktalar","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-borsadaki-dusus-ve-onemli-noktalar\/","title":{"rendered":"Seans \u00d6ncesi… Borsadaki D\u00fc\u015f\u00fc\u015f ve \u00d6nemli Noktalar"},"content":{"rendered":"

\"endeks-5-kasim-2013\"<\/a><\/p>\n

Avrupa\u2019da b\u00fcy\u00fcme beklentilerinin d\u00fc\u015fmesi, d\u00fcn ABD\u2019den ISM imalat d\u0131\u015f\u0131 endeks 54.5 beklenirken 55.4 gibi beklentilerden y\u00fcksek bir rakam\u0131n a\u00e7\u0131klanmas\u0131, TCMB Ba\u015fkan\u0131 Erdem Ba\u015f\u00e7\u0131\u2019n\u0131n bug\u00fcn bir konu\u015fma yapaca\u011f\u0131 haberleriyle d\u00fcn borsada olduk\u00e7a sert bir gerileme oldu. ABD\u2019den gelen ISM imalat d\u0131\u015f\u0131 endeks verileri a\u00e7\u0131klanmadan \u00f6nce d\u00fc\u015f\u00fc\u015f ba\u015flad\u0131. Saat 15:10\u2019da ba\u015flayan geri \u00e7ekilme s\u0131ras\u0131nda endeks 76 bin \u00fczerinde tutunmaya \u00e7al\u0131\u015f\u0131yordu. 76 binin a\u015fa\u011f\u0131 ge\u00e7ilmesiyle 75.500 seviyesindeki destekte tutunamayan endeks 74.744 seviyesinden kapan\u0131rken g\u00fcnl\u00fck bazda %1.95 oran\u0131nda d\u00fc\u015f\u00fc\u015f yapt\u0131. Say\u0131n Ba\u015f\u00e7\u0131\u2019n\u0131n bug\u00fcn yapaca\u011f\u0131 konu\u015fmada, parasal s\u0131k\u0131la\u015ft\u0131rmay\u0131 ya da istisnai g\u00fcnleri art\u0131rmas\u0131 bekleniyor. Asl\u0131nda d\u00fcnk\u00fc h\u0131zl\u0131 geri \u00e7ekilmenin en \u00f6nemli sebebi buydu. Esktra s\u0131k\u0131la\u015ft\u0131rma, faizleri ve fonlama maliyetini yukar\u0131 \u00e7ekecektir. Zaten son g\u00fcnlerde fonlama maliyeti %6.75\u2019in \u00fczerine \u00e7ekildi ama dolardaki yukar\u0131 hareket devam etti\u011fi i\u00e7in, bug\u00fcn ISO\u2019da yapaca\u011f\u0131 konu\u015fmada TL\u2019yi g\u00fc\u00e7lendirmek konusunda kararl\u0131 olacaklar\u0131n\u0131 s\u00f6yleyecektir. Bu da borsa i\u00e7in iyi haber de\u011fil. \u00c7\u00fcnk\u00fc hisse de\u011ferlemeleri yap\u0131l\u0131rken, baz al\u0131nan iskonto oran\u0131 da y\u00fckselmi\u015f olacakt\u0131r. Bunun anlam\u0131, hisselerin daha d\u00fc\u015f\u00fck de\u011ferlemelere sahip olmas\u0131d\u0131r.<\/p>

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