{"id":29180,"date":"2013-12-09T08:43:31","date_gmt":"2013-12-09T06:43:31","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=29180"},"modified":"2013-12-09T08:45:25","modified_gmt":"2013-12-09T06:45:25","slug":"seans-oncesi-yeni-haftaya-baslarken-2","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-yeni-haftaya-baslarken-2\/","title":{"rendered":"Seans \u00d6ncesi&#8230; Yeni Haftaya Ba\u015flarken"},"content":{"rendered":"<p><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-9-Aralik-2013.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-29181\" alt=\"endeks-9-Aralik-2013\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-9-Aralik-2013.png\" width=\"524\" height=\"320\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-9-Aralik-2013.png 524w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-9-Aralik-2013-300x183.png 300w\" sizes=\"auto, (max-width: 524px) 100vw, 524px\" \/><\/a><\/p>\n<p>Cuma g\u00fcn\u00fc olumlu gelen Tar\u0131m d\u0131\u015f\u0131 istihdam verisi sonras\u0131nda dolar bir anda 2.05 seviyesinin \u00fczerine s\u0131\u00e7rarken, g\u00f6sterge faiz y\u00fczde 9.44 seviyesine kadar y\u00fckseldi, borsa sert bir sat\u0131\u015fla kar\u015f\u0131la\u015ft\u0131 ve 71.600 seviyelerine kadar yakla\u015f\u0131k 700 puanl\u0131k bir gerileme yapt\u0131. Fakat bu durum sadece birka\u00e7 dakika s\u00fcrd\u00fc ve ard\u0131ndan piyasalar birden olumluya d\u00f6nd\u00fc. Zaten daha \u00f6nceki yorumlar\u0131mda TDI verisi sonras\u0131nda borsalarda sert y\u00fckseli\u015f olursa kimsenin \u015fa\u015f\u0131rmamas\u0131 gerekti\u011fini vurgulam\u0131\u015ft\u0131m. Buna bir\u00e7ok a\u00e7\u0131klama getirildi ama kan\u0131mca gelecek hafta \u00f6nemli veri olmamas\u0131 ve FED toplant\u0131s\u0131na hen\u00fcz 1 haftadan fazla bir s\u00fcre olmas\u0131d\u0131r. Bu veriler sonras\u0131nda e\u011fer FED toplant\u0131 karar\u0131 bugn a\u00e7\u0131klanacak olsayd\u0131, borsan\u0131n bu derece sert bir \u00e7\u0131k\u0131\u015f yapmas\u0131 m\u00fcmk\u00fcn olmazd\u0131. Piyasalardaki y\u00fckseli\u015fi, verilerin hala yeterince iyi olmad\u0131\u011f\u0131na ba\u011flayanlar veya ABD verilerinin art\u0131k \u201ctapering\u201d korkular\u0131n\u0131 yendi\u011fi arg\u00fcman\u0131 \u00f6ne s\u00fcr\u00fclse de, \u201ctapering\u201d korkular\u0131 hen\u00fcz bitmi\u015f de\u011fil. Bunu FED toplant\u0131s\u0131 \u00f6ncesinde g\u00f6rece\u011fimizi zannediyorum.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2252923432\"><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>Bug\u00fcn FED ba\u015fkanlar\u0131ndan \u00fc\u00e7 tanesi konu\u015fma yapacak. Bu konu\u015fmalar \u00f6nemli olsa da asl\u0131nda FED piyasalar\u0131 haz\u0131rlamak i\u00e7in bir ileti\u015fim tekni\u011fi olarak FED \u00fcyelerini bu \u015fekilde konu\u015fturarak, farkl\u0131 mesajlar\u0131 verdiriyor ve piyasalar\u0131 bir sonraki toplant\u0131s\u0131na haz\u0131rlayarak beklenti y\u00f6netimi yapmaya \u00e7al\u0131\u015f\u0131yor. Piyasalar\u0131m\u0131z\u0131n orta vadeli y\u00f6n\u00fcne bakacak olursak, 18 Aral\u0131k FED toplant\u0131s\u0131na yakla\u015ft\u0131k\u00e7a yeniden stres art\u0131\u015f\u0131 g\u00f6rece\u011fiz. Dolay\u0131s\u0131yla piyasalardaki iyile\u015fme, en fazla bir hafta s\u00fcrd\u00fckten sonra, &#8216;FED tahvil al\u0131m\u0131n\u0131 azaltacak m\u0131 azaltmayacak m\u0131&#8217; stresiyle kar\u015f\u0131 kar\u015f\u0131ya kalaca\u011f\u0131z. Bundan dolay\u0131 Dolar\/TL kuru 2 TL civar\u0131na do\u011fru gerilerse, daha fazla a\u015fa\u011f\u0131 gelmesi olas\u0131l\u0131\u011f\u0131 azal\u0131r ve FED \u00f6ncesinde yeniden y\u00fckseli\u015fe ge\u00e7ebilir. Borsa endeksi de 76-77 bin seviyelerini zorlayabilir fakat bunun \u00fczerine \u00e7ok g\u00fc\u00e7l\u00fc y\u00fckseli\u015f yapmas\u0131 olas\u0131l\u0131\u011f\u0131n\u0131 \u015fu andaki verilerimize g\u00f6re d\u00fc\u015f\u00fck g\u00f6r\u00fcyorum. Ama FED toplant\u0131s\u0131 sonras\u0131nda, tahvil azalt\u0131m\u0131 ba\u015flasa bile 15 Ocak&#8217;a kadar s\u00fcrebilecek bir yukar\u0131 y\u00f6nl\u00fc hareket olmas\u0131 olas\u0131l\u0131\u011f\u0131 vard\u0131r.<\/p>\n<p>Bu sabah d\u0131\u015f piyasalara bakt\u0131\u011f\u0131m\u0131zda, Asya cephesi, ge\u00e7en Cuma g\u00fcn\u00fcn\u00fc sat\u0131n al\u0131yor ve y\u00fckseli\u015fte. ABD vadelileri y\u00fczde 0.20 yukar\u0131da bulunuyor. Endeksin 73.500 \u00fczerinde bir a\u00e7\u0131l\u0131\u015f yaparak 73.500 seviyesini destek yapmaya \u00e7al\u0131\u015fmas\u0131n\u0131 ve 73.250-74.250 aral\u0131\u011f\u0131nda hareket etmesini bekleyebiliriz. Bu a\u015famada en g\u00fc\u00e7l\u00fc destek 72.500 seviyesinde olup, bu hafta i\u00e7inde a\u015fa\u011f\u0131 k\u0131r\u0131lmas\u0131n\u0131 beklemiyoruz. \u015eu an g\u00fc\u00e7l\u00fc diren 74.850 seviyesinde olup, bu hafta i\u00e7inde bu seviyenin \u00fczerine \u00e7\u0131kmaya \u00e7al\u0131\u015fabilir. BIST-30 ka\u011f\u0131tlar\u0131nda y\u00fcksek temett\u00fc verenler \u00f6n plana \u00e7\u0131kabilir. Fakat FED toplant\u0131s\u0131 \u00f6ncesinde piyasalarda yeniden stres art\u0131\u015f\u0131 beklenmelidir.<\/p>\n<p>Tahvil ve bono piyasas\u0131nda 2 y\u0131l vadeli g\u00f6sterge ka\u011f\u0131d\u0131n (TRT071015T12) faizi Cuma g\u00fcnk\u00fc TD\u0130 verisi sonras\u0131nda \u00e7ok dalgal\u0131yd\u0131. Bir ara faizler y\u00fczde 9.44 seviyesine kadar y\u00fckseldi. Fakat, seans sonuna do\u011fru kapan\u0131\u015f 9.33 seviyesinden oldu. 5 aral\u0131k Per\u015fembe g\u00fcn\u00fc 6.59 olan fonlama maliyeti, Cuma g\u00fcn\u00fc 6.65 seviyesine y\u00fckseldi.<\/p>\n<p><span style=\"color: #0000ff;\"><strong>NOT<\/strong>: Cuma ak\u015fam\u0131 Bloombergth&#8217;de Bar\u0131\u015f Esen&#8217;\u0130n sundu\u011fu K\u00fcresel piyasalar \u00a0program\u0131nda yapm\u0131\u015f oldu\u011fum a\u00e7\u0131klama ve analizler \u00fczerine \u00e7ok soru geldi. Herkes uzun vadeli se\u00e7ilecek hisseler i\u00e7in verdi\u011fim kriterleri soruyordu. Bu kriterler a\u015fa\u011f\u0131daki \u015fekildedir,<\/span><\/p>\n<p><span style=\"color: #0000ff;\">1. \u00d6zvarl\u0131k karl\u0131l\u0131\u011f\u0131 en az y\u00fczde 25 veya \u00fczerinde olsun (Ama ge\u00e7mi\u015f y\u0131llarla kar\u015f\u0131la\u015ft\u0131r\u0131ld\u0131\u011f\u0131nda istikrarl\u0131 olsun, yani bir \u015firket genelde \u00a0y\u00fczde 5-10 \u00f6zvarl\u0131k karl\u0131l\u0131\u011f\u0131na sahipken faaliyet d\u0131\u015f\u0131 kar nedeniyle, \u00f6rne\u011fin arsas\u0131n\u0131 satt\u0131\u011f\u0131 i\u00e7in ge\u00e7ici olarak \u00f6zvarl\u0131k karl\u0131l\u0131\u011f\u0131 y\u00fckselmi\u015fse bu \u015firketi dikkate almay\u0131n)<\/span><\/p>\n<p><span style=\"color: #0000ff;\">2. \u015eirketin Toplam Bor\u00e7\/Toplam Varl\u0131klar\u0131 oran\u0131 y\u00fczde 60-65&#8217;den fazla olmas\u0131n veya o sekt\u00f6r\u00fcn ortalamas\u0131n\u0131n \u00fczerinde olmas\u0131n.<\/span><\/p>\n<p><span style=\"color: #0000ff;\">3. Bu \u015firket her y\u0131l k\u00e2r\u0131n\u0131n en az y\u00fczde \u00a050&#8217;sini temett\u00fc olarak da\u011f\u0131t\u0131yor veya bedelsiz olarak veriyor olsun.\u00a0<\/span><\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3604366913\"><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><span style=\"color: #0000ff;\">Strateji olarak bu t\u00fcr \u015firketlere her ay c\u00fczzi miktarlarda yat\u0131r\u0131m yap\u0131labilir. Ne zaman bu \u015firketlerin \u00f6zvarl\u0131k karl\u0131l\u0131\u011f\u0131 y\u00fczde 20&#8217;nin alt\u0131na d\u00fc\u015ferse veya ara\u015ft\u0131rma raporlar\u0131nda d\u00fc\u015fece\u011fi tahmin ediliyorsa portf\u00f6yden bo\u015falt\u0131p ayn\u0131 \u00f6zelliklerdeki ba\u015fka \u015firkete ge\u00e7ilebilir. Bu konuda bu ak\u015fam webinar yaparak daha net anlatmaya \u00e7al\u0131\u015faca\u011f\u0131m. Webinar linki bu sitede ve <a href=\"http:\/\/www.paramineyapayim.com\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\"><span style=\"color: #0000ff;\">www.paramineyapayim.com<\/span><\/a> sitesinde bu ak\u015fam saat 20:45&#8217;de verilecektir. Webinar saat 21:00&#8217;de ba\u015flayacakt\u0131r. \u00a0Bu arada \u015funu da vurgulayay\u0131m ki biz\u00a0\u00a0<a href=\"http:\/\/www.paramineyapayim.com\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\"><span style=\"color: #0000ff;\">www.paramineyapayim.com<\/span><\/a>\u00a0sitesinde &#8220;\u00c7ocuklara yat\u0131r\u0131m&#8221; ba\u015fl\u0131\u011f\u0131 alt\u0131nda bu \u00fcr\u00fcn\u00fc sunuyoruz.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Cuma g\u00fcn\u00fc olumlu gelen Tar\u0131m d\u0131\u015f\u0131 istihdam verisi sonras\u0131nda dolar bir anda 2.05 seviyesinin \u00fczerine s\u0131\u00e7rarken, g\u00f6sterge faiz y\u00fczde 9.44 seviyesine kadar y\u00fckseldi, borsa sert&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-29180","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\/29180","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=29180"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/29180\/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=29180"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=29180"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=29180"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}