{"id":29229,"date":"2013-12-16T08:35:29","date_gmt":"2013-12-16T06:35:29","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=29229"},"modified":"2013-12-16T11:59:16","modified_gmt":"2013-12-16T09:59:16","slug":"seans-oncesi-hafta-stresli-basliyor","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-hafta-stresli-basliyor\/","title":{"rendered":"Seans \u00d6ncesi Borsa Yorumu \/ Hafta Stresli Ba\u015fl\u0131yor &#8211; (16.12.2013)"},"content":{"rendered":"<p><strong><em>BIST-100 endeksi ge\u00e7en haftay\u0131 y\u00fczde 0.94 primle kapatt\u0131.<\/em><\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-583694727\"><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><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-16-Aralik-2013.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-29230\" alt=\"endeks-16-Aralik-2013\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-16-Aralik-2013.png\" width=\"505\" height=\"297\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-16-Aralik-2013.png 505w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-16-Aralik-2013-300x176.png 300w\" sizes=\"auto, (max-width: 505px) 100vw, 505px\" \/><\/a><\/p>\n<p>MSCI geli\u015fmekte olan \u00fclkeler endeksi ise ge\u00e7en hafta y\u00fczde 0.80 d\u00fc\u015f\u00fcl yapt\u0131. Dolay\u0131s\u0131yla bir bak\u0131ma pozitif ayr\u0131\u015fma ya\u015fad\u0131k. Fakat bu sabah \u00c7in\u2019den gelen PMI verileri \u00e7ok olumsuz ve Asya cephesinde k\u0131rm\u0131z\u0131 bir tablo g\u00f6r\u00fcyoruz. \u00c7in y\u00fczde 1.62, Japonya y\u00fczde 1.54 a\u015fa\u011f\u0131da bulunurken, Hong Kong ve G.Kore borsalar\u0131 da d\u00fc\u015f\u00fc\u015fte. Sadece Hindistan y\u00fczde 0.14 art\u0131da bulunuyor. ABD vadelileri ise y\u00fczde 0.42 civar\u0131nda ekside bulunuyorlar. Yani haftaya stresli ba\u015fl\u0131yoruz.<\/p>\n<p>Makro veriler a\u00e7\u0131s\u0131ndan yo\u011fun bir hafta olacak. Yar\u0131n TCMB\u2019nin PPK toplant\u0131s\u0131 var. \u00c7ar\u015famba ak\u015fam\u0131 da FED karar\u0131 a\u00e7\u0131klanacak. Merkez Bankam\u0131z\u0131n ek parasal s\u0131k\u0131la\u015ft\u0131rma yapaca\u011f\u0131 bu g\u00fcnde 100 milyon dolar sat\u0131\u015f\u0131 olacak. FED\u2019den nas\u0131l bir karar gelebilece\u011fi y\u00f6n\u00fcnde ise yabanc\u0131 raporlar kar\u0131\u015f\u0131k bir g\u00f6r\u00fcn\u00fcm sergiliyorlar. Bu ay tahvil azalt\u0131m\u0131n\u0131n ba\u015flamas\u0131 olas\u0131l\u0131\u011f\u0131 artt\u0131. Bu nedenle piyasalar temkinli olacakt\u0131r ve ABD\u2019den bug\u00fcn a\u00e7\u0131klanacak Sanayi \u00fcretimi verileri ve \u0130malat sanayi Fla\u015f PMI endeksi rakamlar\u0131 sonras\u0131nda sert hareketler g\u00f6r\u00fclebilir. Piyasalar veriler \u00f6ncesinde risk almak istemeyebilirler.<\/p>\n<p>Teknik olarak endekse bakt\u0131\u011f\u0131m\u0131zda, ge\u00e7en hafta piyasam\u0131z d\u00fc\u015f\u00fc\u015flere kar\u015f\u0131 diren\u00e7liydi ve \u00f6zellikle Cuma g\u00fcn\u00fc 74 bin \u00fczerindeki kapan\u0131\u015f olumlu bir resim \u00e7izdi. Fakat bu sabah d\u0131\u015f piyasalar\u0131n g\u00f6r\u00fcn\u00fcm\u00fc, d\u00fc\u015f\u00fc\u015fle a\u00e7\u0131laca\u011f\u0131m\u0131z\u0131 g\u00f6steriyor. B\u00fcy\u00fck olas\u0131l\u0131kla endeks 73.500 civar\u0131nda yeniden destek olu\u015fturmaya \u00e7al\u0131\u015fabilir. Fakat bu destek \u00e7al\u0131\u015fmas\u0131 ge\u00e7en haftaya g\u00f6re daha zay\u0131f bir karakter sergileyebilir. Yani sa\u011fl\u0131kl\u0131 bir trend beklememek gerekir. Piyasa b\u00fcy\u00fck olas\u0131l\u0131kla yukar\u0131 y\u00f6nl\u00fc hareketleri sat\u0131\u015f f\u0131rsat\u0131 olarak de\u011ferlendirebilir. Bu y\u00fczden bug\u00fcn 74.500 \u00fczerinde kapan\u0131\u015f olas\u0131l\u0131\u011f\u0131 zor g\u00f6r\u00fcn\u00fcyor. Ama ge\u00e7en haftaki teknik dinamiklere bakt\u0131\u011f\u0131m\u0131zda da 73 bin alt\u0131na gitmek istemeyen bir borsa g\u00f6r\u00fcyoruz. TKE g\u00f6stergesi yava\u015f yava\u015f yukar\u0131 y\u00f6nl\u00fc bir hareket i\u00e7inde bulunuyor ama bu talep g\u00fc\u00e7l\u00fc de\u011fil. Endeksin 73.500 civar\u0131nda a\u00e7\u0131l\u0131\u015f yapt\u0131ktan sonra uzun s\u00fcre 73.250-74.250 aral\u0131\u011f\u0131ndaki bin puanl\u0131k bantta dalgalanmas\u0131n\u0131 bekleyebiliriz. Sadece ABD\u2019den de\u011fil, Avrupa cephesinden de flash PMI verileri gelecek. Sonu\u00e7 olarak FED karar\u0131 netle\u015fene kadar, net y\u00f6n yok. Bug\u00fcn endeksin yeniden 74 bin \u00fczerinde kapan\u0131\u015f yapmas\u0131, \u00e7ok g\u00fc\u00e7l\u00fc oldu\u011funu g\u00f6sterir ve FED sonras\u0131 yukar\u0131 hareket olas\u0131l\u0131\u011f\u0131n\u0131 art\u0131r\u0131r. Bunu g\u00fcn sonunda g\u00f6rece\u011fiz. Gelen veriler sonras\u0131nda olu\u015facak dalgalarda \u00e7ok fazla al\u0131m sat\u0131m yapmay\u0131p, izlemede kalmakta ve \u201cbekle g\u00f6r\u201d politikas\u0131 izlemekte fayda var.<\/p>\n<p><span style=\"line-height: 1.5em;\">Tahvil ve bono piyasas\u0131nda 2 y\u0131l vadeli g\u00f6sterge ka\u011f\u0131d\u0131n (TRT071015T12) faizi \u00f6nceki ge\u00e7en Cuma g\u00fcn\u00fc y\u00fczde 9 seviyesinin alt\u0131na geriledi. Bu durum borsaya da olumlu yans\u0131d\u0131. TCMB\u2019nin PPK toplant\u0131s\u0131ndan yar\u0131n \u00e7\u0131kacak kararlar faizde daha net bir y\u00f6n olu\u015fmas\u0131n\u0131 sa\u011flayacakt\u0131r, ama as\u0131l \u00f6nemli fakt\u00f6r FED kararlar\u0131 olacakt\u0131r. G\u00f6sterge faizin bug\u00fcn 8.95-9.10 aras\u0131nda dalgalanmas\u0131n\u0131 bekleyebiliriz.<\/span><\/p>\n<p><strong>NOT<\/strong>: Bug\u00fcn saat 11:45&#8217;de seans i\u00e7i yorum ge\u00e7ece\u011fim&#8230; Seans i\u00e7inde \u00f6nemli bir\u015fey olursa twitter yorumlar\u0131m\u0131 takip ediniz (@yerdinc65)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>BIST-100 endeksi ge\u00e7en haftay\u0131 y\u00fczde 0.94 primle kapatt\u0131. MSCI geli\u015fmekte olan \u00fclkeler endeksi ise ge\u00e7en hafta y\u00fczde 0.80 d\u00fc\u015f\u00fcl yapt\u0131. Dolay\u0131s\u0131yla bir bak\u0131ma pozitif ayr\u0131\u015fma&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":[769,715],"class_list":["post-29229","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tumyazilar","tag-borsa-yorumlari-gunluk","tag-yasar-erdinc-yazilari"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/29229","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=29229"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/29229\/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=29229"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=29229"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=29229"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}