{"id":29112,"date":"2013-12-04T08:27:54","date_gmt":"2013-12-04T06:27:54","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=29112"},"modified":"2013-12-04T08:28:16","modified_gmt":"2013-12-04T06:28:16","slug":"seans-oncesi-borsada-sert-dusus-sonrasi-gorunum","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-borsada-sert-dusus-sonrasi-gorunum\/","title":{"rendered":"Seans \u00d6ncesi&#8230; Borsa&#8217;da Sert D\u00fc\u015f\u00fc\u015f Sonras\u0131 G\u00f6r\u00fcn\u00fcm"},"content":{"rendered":"<p><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-4-Aralik-2013.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-29113\" alt=\"endeks-4-Aralik-2013\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-4-Aralik-2013.png\" width=\"524\" height=\"320\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-4-Aralik-2013.png 524w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-4-Aralik-2013-300x183.png 300w\" sizes=\"auto, (max-width: 524px) 100vw, 524px\" \/><\/a><\/p>\n<p>D\u00fcn asl\u0131nda borsan\u0131n olumlu olmas\u0131 i\u00e7in bir\u00e7ok sebep bulunuyordu. Saat 10:00\u2019da a\u00e7\u0131klanan enflasyon oran\u0131 beklentilerin \u00e7ok alt\u0131ndayd\u0131. T\u00fcfe ayl\u0131k bazda adeta s\u0131f\u0131r art\u0131\u015f yaparken, \u00dcretici fiyatlar\u0131 endeksi (\u00dcFE) ayl\u0131k bazda y\u00fczde 0.62 art\u0131\u015f yapt\u0131. Bu arada Moodys\u2019ten T\u00fcrkiye i\u00e7in g\u00fczel haber vard\u0131 ve Moodys ABD Merkez Bankas\u0131 FED\u2019in tapering yapmas\u0131 durumunda T\u00fcrkiye\u2019nin kal\u0131c\u0131 etkilenmeyece\u011fini s\u00f6yl\u00fcyordu. T\u00fcm bu olumlu haberlere ra\u011fmen d\u00fcn y\u00fczde 2.5 d\u00fc\u015fen bir endeks g\u00f6rd\u00fck. Grafikte de g\u00f6r\u00fcld\u00fc\u011f\u00fc \u00fczere, olu\u015fan omuz-ba\u015f-omuz formasyonu a\u015fa\u011f\u0131 k\u0131r\u0131lm\u0131\u015f oldu. Dolay\u0131s\u0131yla hedef seviye 72.000-72.500 aral\u0131\u011f\u0131 oldu. D\u00fcn ABD borsalar\u0131nda da sert geri \u00e7ekilmeler vard\u0131. D\u00fcnk\u00fc yorumumuzda \u00f6zellikle 74.000 seviyesinin a\u015fa\u011f\u0131 k\u0131r\u0131lmas\u0131 durumunda d\u00fc\u015f\u00fc\u015f\u00fcn sertle\u015febilece\u011fini belirtmi\u015ftik. \u015eu an \u00f6n\u00fcm\u00fczde \u00f6nemli ABD verileri bulunuyor. Bug\u00fcn ADP istihdam verisi ve Cuma g\u00fcn\u00fc de tar\u0131m d\u0131\u015f\u0131 istihdam verisi piyasalar a\u00e7\u0131s\u0131ndan b\u00fcy\u00fck \u00f6nem arz ediyor. Fakat bu arada ABD borsalar\u0131nda da teknik a\u00e7\u0131dan olumsuz formasyonlar olu\u015ftu\u011funu vurgulamal\u0131y\u0131z. Geli\u015fmekte olan \u00fclkeler endeksinin da d\u00fcn d\u00fc\u015f\u00fc\u015fte oldu\u011funu d\u00fc\u015f\u00fcn\u00fcrsek, borsalar Aral\u0131k ay\u0131na pek de iyi girmedi ve bunun en \u00f6nemli sebebi de, son ADB verilerinin Aral\u0131k ay\u0131nda tapering\u2019in ba\u015flayabilece\u011fi endi\u015fesini art\u0131rmas\u0131d\u0131r. Dolay\u0131s\u0131yla bu konu netli\u011fe kavu\u015fana kadar piyasalardaki y\u00fcksek dalgalanma devam edecektir. Aral\u0131k ay\u0131nda tapering ba\u015flasa bile bunun sadece g\u00f6stermelik bir miktar olmas\u0131n\u0131 (5 milyar dolar civar\u0131) bekliyor olsak da, Bernanke\u2019nin bu karar\u0131 yeni ba\u015fkan Janet Yellen\u2019e b\u0131rakmas\u0131n\u0131 ve giderayak tapering\u2019i ba\u015flatan ki\u015fi olmak istemeyece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3663169951\"><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>Bu sabah itibariyle d\u0131\u015f piyasalara bakt\u0131\u011f\u0131m\u0131zda ABD vadelileri hafif yukar\u0131da (y\u00fczde 0.06) bulunurken, Asya\u2019da \u00c7in\u2019in serbest b\u00f6lgeler kurulmas\u0131na ili\u015fkin beklentileri nedeniyle Shangay borsas\u0131 y\u00fczde 1.42 yukar\u0131da bulunurken, Japonya y\u00fczde 1.95 a\u015fa\u011f\u0131da bulunuyor. G.Kore y\u00fczde 1.12, Hindistan borsas\u0131 da y\u00fczde 0.30 a\u015fa\u011f\u0131da hareket ediyor. Yani Asya\u2019da sinyaller iyi de\u011fil. BIST-100 endeksinin bug\u00fcn yatay bir a\u00e7\u0131l\u0131\u015f yaparak yukar\u0131 \u00e7aba i\u00e7inde olmas\u0131n\u0131 ama al\u0131mlar\u0131n \u00e7ok zay\u0131f kalmas\u0131n\u0131, ADB istihdam verisi a\u00e7\u0131klanana kadar \u00f6nemli bir y\u00fckseli\u015f olas\u0131l\u0131\u011f\u0131n\u0131n zay\u0131f oldu\u011fu s\u00f6ylenebilir. Al\u0131m i\u00e7in bir s\u00fcre daha \u201cbekle g\u00f6r\u201d politikas\u0131 izlemekte fayda var. D\u00fc\u015f\u00fc\u015f bask\u0131s\u0131 bu hafta sonuna kadar devam edebilir. 74.500 \u015fu an \u00f6nemli bir diren\u00e7 oldu. Bug\u00fcn yukar\u0131 ge\u00e7ilmesi olas\u0131l\u0131\u011f\u0131 d\u00fc\u015f\u00fck g\u00f6r\u00fcn\u00fcyor.<\/p>\n<p>Hazine, d\u00fcn d\u00fczenledi\u011fi iki tahvil ihalesinde piyasaya, rot sat\u0131\u015flar dahil, toplam 3 milyar 187,2 milyon lira bor\u00e7land\u0131. Hazinenin bug\u00fcn ger\u00e7ekle\u015ftirdi\u011fi 2 y\u0131l (672 g\u00fcn) vadeli, 6 ayda bir y\u00fczde 4,15 kupon \u00f6demeli, sabit kuponlu devlet tahvilinin yeniden ihra\u00e7 ihalesinde basit faiz y\u00fczde 8,92, bile\u015fik faiz ise y\u00fczde 9,12 oldu.\u00a0\u0130halede, nominal teklif 1 milyar 321 milyon lira, nominal sat\u0131\u015f 501 milyon lira, net sat\u0131\u015f ise 502,1 milyon lira oldu. Kamu kurulu\u015flar\u0131ndan 850 milyon lira net teklif gelen ihalede, teklifin tamam\u0131 kar\u015f\u0131land\u0131. \u0130kinci ihalede 10 y\u0131l (3584 g\u00fcn) vadeli, 6 ayda bir y\u00fczde 4,40 kupon \u00f6demeli sabit kuponlu devlet tahvilinin yeniden ihrac\u0131 ger\u00e7ekle\u015ftirildi. \u0130halede basit faiz y\u00fczde 9,26, bile\u015fik faiz y\u00fczde 9,47 olarak belirlendi. Nominal teklifin 1 milyar 247,3 milyon lira olarak ger\u00e7ekle\u015fti\u011fi ihalede nominal sat\u0131\u015f 650,4 milyon lira, net sat\u0131\u015f ise 640,1 milyon lira oldu. Bu sonu\u00e7lar ihalelere gelen talebin yar\u0131s\u0131n\u0131n kar\u015f\u0131lanmas\u0131na ra\u011fmen, faizlerin olduk\u00e7a y\u00fcksek seviyelerde olu\u015ftu\u011funu g\u00f6steriyor.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn asl\u0131nda borsan\u0131n olumlu olmas\u0131 i\u00e7in bir\u00e7ok sebep bulunuyordu. Saat 10:00\u2019da a\u00e7\u0131klanan enflasyon oran\u0131 beklentilerin \u00e7ok alt\u0131ndayd\u0131. T\u00fcfe ayl\u0131k bazda adeta s\u0131f\u0131r art\u0131\u015f yaparken, \u00dcretici&hellip;<\/p>\n","protected":false},"author":102,"featured_media":24758,"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-29112","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\/29112","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=29112"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/29112\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/24758"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=29112"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=29112"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=29112"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}