{"id":32206,"date":"2014-03-26T08:38:19","date_gmt":"2014-03-26T06:38:19","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=32206"},"modified":"2014-03-26T09:40:54","modified_gmt":"2014-03-26T07:40:54","slug":"seans-oncesi-borsa-yorumu-secime-2-gun-kala","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-borsa-yorumu-secime-2-gun-kala\/","title":{"rendered":"Seans \u00d6ncesi Borsa Yorumu \/ Se\u00e7ime 2 G\u00fcn Kala"},"content":{"rendered":"<p><em><strong>D\u00fcn g\u00fcne y\u00fckseli\u015fle ba\u015flayan borsa ilk seans\u0131n ilerleyen dakikalar\u0131nda geriledi ve 63.850 seviyelerini destek yapmaya \u00e7al\u0131\u015ft\u0131. D\u00fcn sabah borsan\u0131n a\u00e7\u0131l\u0131\u015f\u0131 s\u0131ras\u0131nda&#8230;<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3484085549\"><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-32207\" alt=\"endeks-26-mart-2014\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/03\/endeks-26-mart-2014.png\" width=\"607\" height=\"368\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/03\/endeks-26-mart-2014.png 607w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/03\/endeks-26-mart-2014-300x181.png 300w\" sizes=\"auto, (max-width: 607px) 100vw, 607px\" \/><\/p>\n<p>D\u00fcn g\u00fcne y\u00fckseli\u015fle ba\u015flayan borsa ilk seans\u0131n ilerleyen dakikalar\u0131nda geriledi ve 63.850 seviyelerini destek yapmaya \u00e7al\u0131\u015ft\u0131. D\u00fcn sabah borsan\u0131n a\u00e7\u0131l\u0131\u015f\u0131 s\u0131ras\u0131nda d\u0131\u015f piyasalarda genel olarak hava iyi de\u011fildi. Asya cephesinde d\u00fc\u015f\u00fc\u015fler vard\u0131 ve ABD vadelileri eksi b\u00f6lgedeydi. D\u00fcn \u00f6\u011fle aras\u0131nda Merkez Bankas\u0131\u2019n\u0131n yapt\u0131\u011f\u0131 son PPK toplant\u0131s\u0131n\u0131n \u00f6zeti yay\u0131nland\u0131. Bu dok\u00fcman\u0131n a\u00e7\u0131klamas\u0131 sonras\u0131nda dolar ve faiz d\u00fc\u015ferken, borsada sert bir y\u00fckseli\u015f oldu. PPK toplant\u0131 \u00f6zetine g\u00f6re, zorunlu kar\u015f\u0131l\u0131klara yeniden faiz \u00f6denebilece\u011fi mesaj\u0131 vard\u0131. Zorunlu kar\u015f\u0131l\u0131klara faiz \u00f6denmesi banka karl\u0131l\u0131klar\u0131 ve net faiz marj\u0131 \u00fczerinde olumlu etki yapaca\u011f\u0131 i\u00e7in, banka hisselerinde y\u00fczde 3\u2019lere varan art\u0131\u015flar olurken, endeks g\u00fcnl\u00fck bazda bir ara y\u00fczde 2 de\u011fer kazand\u0131 ve ikinci seansta 65 bin seviyeleri g\u00f6r\u00fcld\u00fc. Fakat, seans sonuna do\u011fru bir miktar sat\u0131\u015f geldi ve endeksi 64.600 seviyelerine \u00e7ekti.<\/p>\n<p>Faizin ne zaman \u00f6denmeye ba\u015flanaca\u011f\u0131 konusunda bir tarih verilmemi\u015f fakat, bunun 1 Nisan itibariyle ba\u015flayabilece\u011fini tahmin ediyorum. Hem se\u00e7im gibi bir belirsizlik ortadan kalkm\u0131\u015f olacak, hem de, se\u00e7im sonras\u0131nda say\u0131n Ba\u015fbakan ekonominin ciddi bi\u00e7imde daralmas\u0131n\u0131 istemiyor. Bu a\u00e7\u0131dan bak\u0131ld\u0131\u011f\u0131nda bankalara verilecek bu tip bir destek, kredi faizleri \u00fczerinde de s\u0131n\u0131rl\u0131 olumlu etki yapabilir.<\/p>\n<p>D\u00fcn endeksin 64.600 seviyesinin alt\u0131nda kapan\u0131\u015f yapmas\u0131 teknik g\u00f6r\u00fcn\u00fcm\u00fc bozmu\u015f ve 63 bine kadar gerileme olas\u0131l\u0131\u011f\u0131n\u0131 g\u00fcndeme getirmi\u015fti. Fakat d\u00fcnk\u00fc hareket sonras\u0131nda en az\u0131ndan y\u00fckselen trend deste\u011finden yukar\u0131 d\u00f6nmesi, bug\u00fcne ili\u015fkin daha olumlu bir resim olu\u015fmas\u0131n\u0131 sa\u011flayacakt\u0131r.<\/p>\n<p>Bu sabah d\u0131\u015f piyasalar genel olarak olumlu bir g\u00f6r\u00fcn\u00fcm \u00e7iziyor. D\u00fcn ABD endeksleri y\u00fczde 0.45\u2019in \u00fczerinde art\u0131\u015f yaparken bu sabah ABD vadeli endeksleri d\u00fcne g\u00f6re y\u00fczde 0.12 yukar\u0131da bulunuyorlar. Asya cephesinde ise \u00c7in hari\u00e7 di\u011fer \u00fclkelerin borsalar\u0131 y\u00fczde 0.20 ile 1.16 aras\u0131nda primliler.<\/p>\n<p>BIST-100 i\u00e7in bu sabah yukar\u0131 y\u00f6nl\u00fc bir a\u00e7\u0131l\u0131\u015f ve a\u00e7\u0131l\u0131\u015fta 65 bin seviyelerinin g\u00f6r\u00fclmesini bekleyebiliriz. Fakat hafta sonu yap\u0131lacak se\u00e7im nedeniyle, yat\u0131r\u0131mc\u0131lar temkinli durmak isteyebilir. Bu t\u00fcr bir ortamda endeksin y\u00f6n\u00fcn\u00fc tahmin etmek zordur. Fakat yine de, d\u00fcnk\u00fc hareketin devam\u0131 olarak, 66 bine do\u011fru bir y\u00fckseli\u015f g\u00f6rebiliriz. Se\u00e7im sonras\u0131nda, siyasi dengelerde radikal bir de\u011fi\u015fiklik beklemeyenler pozisyonlar\u0131n\u0131 koruyabilirler, fakat oy oranlar\u0131nda erken se\u00e7imi g\u00fcndeme getirebilecek derecede de\u011fi\u015fiklik bekleyenler, se\u00e7im sonras\u0131nda al\u0131m yapmak \u00fczere bir miktar nakitte kalabilirler. Se\u00e7im\u2019den sonra daha net y\u00f6n ve trend tahmini vermek m\u00fcmk\u00fcn olabilecektir.<\/p>\n<p>Di\u011fer \u00f6nemli bir nokta olarak, Merkez Bankas\u0131, a\u00e7\u0131klad\u0131\u011f\u0131 PPK \u00f6zetinde, enflasyona y\u00f6nelik olarak yapt\u0131\u011f\u0131 de\u011ferlendirmelerde, g\u0131da fiyatlar\u0131 ve d\u00f6vizdeki y\u00fckseli\u015f nedeniyle enflasyon g\u00f6stergelerinin \u00f6n\u00fcm\u00fczdeki d\u00f6nemde y\u00fcksek seyredece\u011fini ve bunun Haziran ay\u0131na kadar s\u00fcrebilece\u011fini kaydederken, cari a\u00e7\u0131\u011f\u0131n da gerilemeye devam edece\u011fini vurgulad\u0131.<\/p>\n<p>Tahvil ve bono piyasas\u0131nda son iki haftad\u0131r dalgal\u0131 bir seyir vard\u0131. Zaman zaman sert y\u00fckseli\u015fler oldu. Ge\u00e7en Per\u015fembe g\u00fcn\u00fc 11.76 seviyesine kadar y\u00fckselen g\u00f6sterge faiz \u00f6nceki g\u00fcn 11.60 seviyesinden kapan\u0131rken, g\u00fcn i\u00e7inde g\u00f6receli olarak y\u00fcksek bir hacim ger\u00e7ekle\u015fti. 11.75 seviyesinde bir destek olu\u015ftu\u011funu s\u00f6yleyebiliriz. D\u00fcn 11.44 seviyesinden kapanan g\u00f6sterge faizin bug\u00fcn 11.20 ile 11.60 aral\u0131\u011f\u0131nda dalgalanmas\u0131n\u0131 bekleyebiliriz.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3276033824\"><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","protected":false},"excerpt":{"rendered":"<p>D\u00fcn g\u00fcne y\u00fckseli\u015fle ba\u015flayan borsa ilk seans\u0131n ilerleyen dakikalar\u0131nda geriledi ve 63.850 seviyelerini destek yapmaya \u00e7al\u0131\u015ft\u0131. D\u00fcn sabah borsan\u0131n a\u00e7\u0131l\u0131\u015f\u0131 s\u0131ras\u0131nda&#8230; D\u00fcn g\u00fcne y\u00fckseli\u015fle ba\u015flayan&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-32206","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\/32206","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=32206"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/32206\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=32206"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=32206"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=32206"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}