{"id":29361,"date":"2013-12-20T08:38:59","date_gmt":"2013-12-20T06:38:59","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=29361"},"modified":"2013-12-20T12:58:21","modified_gmt":"2013-12-20T10:58:21","slug":"seans-oncesi-borsa-yorumu-borsada-son-durum","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-borsa-yorumu-borsada-son-durum\/","title":{"rendered":"Seans \u00d6ncesi Borsa Yorumu \/ Borsada Son Durum &#8211; (20.12.2013)"},"content":{"rendered":"<p><strong><em>D\u00fcn sabah piyasalar FED karar\u0131na tepki olarak d\u00fc\u015f\u00fc\u015fle a\u00e7\u0131ld\u0131 ve izleyen yar\u0131m sata i\u00e7inde 70 bin test edildi. Ard\u0131ndan 71.500 seviyesine kadar y\u00fckseldi ama bunu yava\u015f yava\u015f ba\u015flayan ve ikinci seansta h\u0131zlanan sat\u0131\u015flar izledi.\u00a0<\/em><\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-441795927\"><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><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-29362\" alt=\"endeks-20-Aralik-2013\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-20-Aralik-2013.png\" width=\"541\" height=\"349\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-20-Aralik-2013.png 541w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2013\/12\/endeks-20-Aralik-2013-300x193.png 300w\" sizes=\"auto, (max-width: 541px) 100vw, 541px\" \/><\/p>\n<p><span style=\"line-height: 1.5em;\">D\u00fcn sabah piyasalar FED karar\u0131na tepki olarak d\u00fc\u015f\u00fc\u015fle a\u00e7\u0131ld\u0131 ve izleyen yar\u0131m sata i\u00e7inde 70 bin test edildi. Ard\u0131ndan 71.500 seviyesine kadar y\u00fckseldi ama bunu yava\u015f yava\u015f ba\u015flayan ve ikinci seansta h\u0131zlanan sat\u0131\u015flar izledi. Seans sonuna do\u011fru en d\u00fc\u015f\u00fck 68.600 seviyeleri g\u00f6r\u00fcld\u00fc. Kapan\u0131\u015f i\u015flemlerinde endeks 69.100 seviyesinden kapand\u0131. Teknik olarak bak\u0131ld\u0131\u011f\u0131nda, sert d\u00fc\u015f\u00fc\u015f\u00fcn ya\u015fand\u0131\u011f\u0131 \u00f6nceki g\u00fcn g\u00f6r\u00fclen dip seviye test edilerek, d\u00fcn ikinci bir dip olu\u015ftu. Grafikte g\u00f6r\u00fcld\u00fc\u011f\u00fc \u00fczere son \u00fc\u00e7 g\u00fcnd\u00fcr, g\u00fcnl\u00fck i\u015flem miktar\u0131 1 milyar lota yakla\u015ft\u0131. Y\u00fcksek hacimli bu gerileme orta vade a\u00e7\u0131s\u0131ndan \u00e7ok olumsuz olup, son g\u00fcnlerdeki yolsuzluk operasyonu borsa \u00fczerinde net bir sat\u0131\u015f bask\u0131s\u0131 olu\u015fturmu\u015f durumda. Bu operasyonla elbetteki \u015firketlerin karlar\u0131 etkilenmeyecek ama, piyasalar i\u00e7in \u00fc\u00e7 \u00f6nemli dengeden (fay hatt\u0131ndan) biri ciddi bi\u00e7imde yerinden oynad\u0131. Bu da siyaset fay hatt\u0131 olarak adland\u0131r\u0131labilir. Son geli\u015fmelerin se\u00e7imler \u00f6ncesinde olmas\u0131 ve se\u00e7im sonu\u00e7lar\u0131n\u0131 \u00e7ok ciddi bi\u00e7imde etkileme olas\u0131l\u0131\u011f\u0131n\u0131n olmas\u0131, borsadaki yat\u0131r\u0131mc\u0131lar\u0131n risk almay\u0131p nakde ge\u00e7me tercihini g\u00f6steriyor. \u015eu an borsa, faiz ve dolarda yeni denge seviyesinin olu\u015fmas\u0131 beklenmelidir. BIST-100 endeksi i\u00e7in yeni denge seviyesinin 70 bin civar\u0131 olma olas\u0131l\u0131\u011f\u0131 y\u00fcksektir. Nas\u0131l ki May\u0131s sonunda ba\u015flayan gezi ve sonras\u0131nda Bernanke\u2019nin a\u00e7\u0131klamlar\u0131yla endeks ortalama 75 bin seviyesi denge yap\u0131p bunun etraf\u0131nda dalgaland\u0131ysa, \u00f6n\u00fcm\u00fczdeki birka\u00e7 ay i\u00e7inde 70 binin etraf\u0131ndaki 5-6 bin puanl\u0131k aral\u0131k (yani 64-65 bin ve 75-76 bin aral\u0131\u011f\u0131) yeni dalgalanma band\u0131 olmaya adayd\u0131r. Fakat endeksin 70 bin ortalama etraf\u0131nda dengeye oturabilmesi i\u00e7in, zaman gerekiyor. Her ge\u00e7en g\u00fcn dalga boylar\u0131 azalacakt\u0131r fakat bug\u00fcn de a\u015fa\u011f\u0131 ve yukar\u0131 y\u00f6nde sert hareketler beklenebilir. \u015eunu tekrar vurgulayal\u0131m ki; borsa art\u0131k se\u00e7im sonu\u00e7lar\u0131n\u0131 ve siyasi istikrardaki de\u011fi\u015fimi fiyatl\u0131yor ve bir s\u00fcre daha devam edecektir. Bu sabah \u00c7in hari\u00e7 d\u0131\u015f piyasalarda olumlu hava var. ABD vadelileri y\u00fczde 0.10 yukar\u0131da olup, i\u00e7eride daha ziyade dolar\/TL kurunun hareketleri izlenecektir. Dolar 2.0550 seviyesindeki direncini sert yukar\u0131 k\u0131rd\u0131. Bug\u00fcn sadece g\u00fcn i\u00e7ine odaklanacak olursak, endeksin k\u0131sa vadeli deste\u011fi 68.500 olup, bunun \u00fczerinde tutunmaya \u00e7al\u0131\u015fmas\u0131n\u0131 bekleyebiliriz, fakat 70.850\u2019deki direncin yukar\u0131 ge\u00e7ilmesi zor g\u00f6r\u00fcn\u00fcyor. \u00d6n\u00fcm\u00fczdeki bir iki hafta i\u00e7inde 64-66 bin aral\u0131klar\u0131 da g\u00f6r\u00fclebilece\u011fi i\u00e7in, yat\u0131r\u0131mc\u0131lar\u0131n, bu a\u015famada al\u0131m yapmak i\u00e7in dalga boylar\u0131n\u0131n azalmas\u0131n\u0131 ve g\u00fcnl\u00fck bazda endeksin dip seviyesinin netle\u015fmesini beklemelerinde fayda var.<\/span><\/p>\n<p>Tahvil ve bono piyasas\u0131nda 2 y\u0131l vadeli g\u00f6sterge ka\u011f\u0131d\u0131n (TRT071015T12) faizinde d\u00fcn yine dalgalanmalar oldu ve kapan\u0131\u015f y\u00fczde 9.36 seviyesinden oldu. Bu a\u015famada fonlama maliyetleri de art\u0131yor ve TCMB TL\u2019yi s\u0131k\u0131la\u015ft\u0131r\u0131yor. Faizlerin y\u00fczde 9 \u00fczerinde kalmaya devam etmesi y\u00fcksek olas\u0131l\u0131kt\u0131r. Bug\u00fcn 9.20-9.50 aral\u0131\u011f\u0131nda hareket etmesini bekleyebiliriz.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn sabah piyasalar FED karar\u0131na tepki olarak d\u00fc\u015f\u00fc\u015fle a\u00e7\u0131ld\u0131 ve izleyen yar\u0131m sata i\u00e7inde 70 bin test edildi. Ard\u0131ndan 71.500 seviyesine kadar y\u00fckseldi ama bunu&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-29361","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\/29361","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=29361"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/29361\/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=29361"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=29361"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=29361"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}