{"id":31623,"date":"2014-03-11T08:34:42","date_gmt":"2014-03-11T06:34:42","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=31623"},"modified":"2014-03-11T08:41:40","modified_gmt":"2014-03-11T06:41:40","slug":"seans-oncesi-yorum-piyasalardaki-sikisma-devam-edecek","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-yorum-piyasalardaki-sikisma-devam-edecek\/","title":{"rendered":"Seans \u00d6ncesi Yorum \/ Piyasalardaki S\u0131k\u0131\u015fma Devam Edecek"},"content":{"rendered":"<p><em><strong>D\u00fcn haftaya d\u00fc\u015f\u00fc\u015fle ba\u015flayan borsa, d\u0131\u015f piyasalardaki genel olumsuz havadan etkilendi. D\u00fcn Asya cephesi olumsuzdu. Ayn\u0131 zamanda Ukrayna ve Rusya&#8230;<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-4019594679\"><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-31624\" alt=\"endeks-11-mart-2014\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/03\/endeks-11-mart-2014.png\" width=\"607\" height=\"368\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/03\/endeks-11-mart-2014.png 607w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/03\/endeks-11-mart-2014-300x181.png 300w\" sizes=\"auto, (max-width: 607px) 100vw, 607px\" \/><\/p>\n<p>D\u00fcn haftaya d\u00fc\u015f\u00fc\u015fle ba\u015flayan borsa, d\u0131\u015f piyasalardaki genel olumsuz havadan etkilendi. D\u00fcn Asya cephesi olumsuzdu. Ayn\u0131 zamanda Ukrayna ve Rusya gerginli\u011fi piyasalar\u0131 rahats\u0131z etmi\u015fti. ABD borsas\u0131 vadeli endeksleri de d\u00fc\u015f\u00fc\u015fteydi.<\/p>\n<p>D\u00fcn BIST-100 endeksi 62.750 seviyelerinden g\u00fcne ba\u015flad\u0131ktan sonra, a\u015fa\u011f\u0131 ve yukar\u0131 y\u00f6nl\u00fc hareketler yapt\u0131. Dar bir bantta dalgaland\u0131. A\u00e7\u0131l\u0131\u015f sonras\u0131nda yukar\u0131 y\u00f6nl\u00fc bir tepki yaparak, 63.270 seviyelerini g\u00f6ren endeks daha sonra seans i\u00e7inde 62.370 seviyelerine kadar geriledi ve seans sonuna do\u011fru gelen al\u0131mlarla 62.732 seviyesinden kapand\u0131. Bu hareketler asl\u0131nda \u00e7ok da \u015fuurlu hareketler de\u011fildi ve genel olarak d\u0131\u015f piyasalara ba\u011fl\u0131, \u00e7ok y\u00fcksek hacim i\u00e7ermeyen ve y\u00f6n belirtmeyen hareketlerdi.<\/p>\n<p>\u015eu an borsan\u0131n y\u00f6n\u00fc konusunda bir\u00e7ok yat\u0131r\u0131mc\u0131 net bir \u015fekilde rakam vermemizi istiyor. Genel olarak sorulan soru da, \u201cEndeks 60 bini a\u015fa\u011f\u0131 k\u0131rar m\u0131? K\u0131rarsa hangi seviyeye d\u00fc\u015fer? Nereden al\u0131m yapmal\u0131?<\/p>\n<p>Bu sorular\u0131 daha da art\u0131rmak m\u00fcmk\u00fcn. Bu sorulara kar\u015f\u0131 sorun olan \u015fu ki; bu sorular\u0131n net bir cevab\u0131 yok. Bildi\u011fimiz tek \u015fey, yabanc\u0131lar\u0131n Oca-\u015eubat aylar\u0131nda net sat\u0131c\u0131 olduklar\u0131 ve 288 milyon Dolarl\u0131k sat\u0131\u015f yapt\u0131klar\u0131d\u0131r. \u015eubat ay\u0131nda 206.9 milyon dolar net al\u0131m ger\u00e7ekle\u015ftirdiler. As\u0131l sat\u0131\u015f Ocak ay\u0131nda olmu\u015f. Ocak ay\u0131nda ise 495.6 milyon dolar sat\u0131\u015f yapm\u0131\u015flard\u0131. Dolay\u0131s\u0131yla y\u0131l\u0131n ilk iki ay\u0131nda net 288.6 milyon dolar sat\u0131\u015f yapm\u0131\u015f durumdalar. BIST-30 hisselerinin \u00e7ok b\u00fcy\u00fck bir k\u0131sm\u0131nda ilk iki ayda sat\u0131\u015f oldu\u011funu g\u00f6r\u00fcyoruz. Bankac\u0131l\u0131k sekt\u00f6r\u00fc en \u00e7ok sat\u0131\u015f yiyen sekt\u00f6r olup, bunu Havac\u0131l\u0131k ve Ula\u015ft\u0131rma sekt\u00f6r\u00fc izliyor. Ayr\u0131ca Otomotiv ve perakende ticaret sekt\u00f6r\u00fcnde de yo\u011fun sat\u0131\u015f olmu\u015f. Bu \u015fartlar alt\u0131nda maalesef bizim piyasa i\u00e7in \u201cyabanc\u0131 al\u0131ma ge\u00e7meden borsada kal\u0131c\u0131 bir y\u00fckseli\u015f g\u00f6rmek zor\u201d demek zorunday\u0131z. \u00c7\u00fcnk\u00fc yabanc\u0131 ordinolar\u0131 gelmeden yerliler de al\u0131ma ge\u00e7miyorlar. \u015eu anki ko\u015fullar alt\u0131nda, yabanc\u0131lar sadece T\u00fcrkiye\u2019de de\u011fil, genel olarak geli\u015fmekte olan \u00fclkelerde de (GO\u00dc) sat\u0131\u015f taraf\u0131ndalar. ABD\u2019nin tahvil al\u0131mlar\u0131n\u0131 azaltmaya ba\u015flad\u0131\u011f\u0131ndan bu yana GO\u00dc\u2019lerden genel olarak \u00e7\u0131k\u0131\u015f var. Dolay\u0131s\u0131yla en az\u0131ndan se\u00e7im sonu\u00e7lar\u0131n\u0131 g\u00f6rene kadar, yat\u0131r\u0131mc\u0131 s\u0131k\u0131c\u0131, hacimsiz, keyif vermeyen ve son bir iki ayd\u0131r g\u00f6rd\u00fc\u011f\u00fcm\u00fcz t\u00fcrden hareketlere al\u0131\u015fmal\u0131.<\/p>\n<p>Bu sabah d\u00fcne g\u00f6re d\u0131\u015f piyasalarda daha olumlu bir hava g\u00f6r\u00fcyoruz. \u00c7in Hari\u00e7 Asya cephesi art\u0131\u015fta. D\u00fcn Dow ve S&amp;P endeksleri g\u00fcn\u00fc hafif de\u011fer kay\u0131plar\u0131yla kapatt\u0131. Endeks bug\u00fcn 63 bin \u00fczerinde a\u00e7\u0131l\u0131\u015f yaparak yeniden 63.500-64.000 aral\u0131\u011f\u0131n\u0131 deneyebilir. Fakat k\u0131r\u0131lgan bir yap\u0131s\u0131 var. Se\u00e7im \u00f6ncesinde 61 binin a\u015fa\u011f\u0131 k\u0131r\u0131lmas\u0131 olas\u0131l\u0131\u011f\u0131 var ve \u015fu an yat\u0131r\u0131mc\u0131lar pozisyon a\u00e7salar dahi, sa\u011flam ka\u011f\u0131tlarda olmal\u0131lar. 19 Mart\u2019taki FED toplant\u0131s\u0131 \u00f6ncesinde, GO\u00dc\u2019lerde yeni sat\u0131\u015f bask\u0131lar\u0131 g\u00f6rebiliriz.<\/p>\n<p>D\u00fcn tahvil ve bono piyasas\u0131nda g\u00f6sterge faizin 11.17 seviyelerinden 11.41 seviyesine kadar artt\u0131\u011f\u0131n\u0131 g\u00f6rd\u00fck. Bu arada Merkez\u2019in fonlama maliyeti de art\u0131yor. D\u00f6vizdeki yukar\u0131 hareketler \u00fczerine, fonlama maliyetinin art\u0131r\u0131lmas\u0131 g\u00f6sterge faizi de yukar\u0131 \u00e7ekiyor. Bug\u00fcn 11.25 ile 11.60 aral\u0131\u011f\u0131nda dalgalanmas\u0131n\u0131 bekleyebiliriz.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn haftaya d\u00fc\u015f\u00fc\u015fle ba\u015flayan borsa, d\u0131\u015f piyasalardaki genel olumsuz havadan etkilendi. D\u00fcn Asya cephesi olumsuzdu. Ayn\u0131 zamanda Ukrayna ve Rusya&#8230; D\u00fcn haftaya d\u00fc\u015f\u00fc\u015fle ba\u015flayan borsa,&hellip;<\/p>\n","protected":false},"author":102,"featured_media":0,"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":[769,954,715],"class_list":["post-31623","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-borsa-yorumlari-gunluk","tag-canli-webinar","tag-yasar-erdinc-yazilari"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/31623","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=31623"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/31623\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=31623"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=31623"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=31623"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}