{"id":32302,"date":"2014-03-28T09:23:26","date_gmt":"2014-03-28T07:23:26","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=32302"},"modified":"2014-03-28T09:23:26","modified_gmt":"2014-03-28T07:23:26","slug":"uzeyir-dogan-bistte-bundan-sonra-ne-yapmali","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/uzeyir-dogan-bistte-bundan-sonra-ne-yapmali\/","title":{"rendered":"\u00dczeyir Do\u011fan &#8211; B\u0130ST\u2019te bundan sonra ne yapmal\u0131?"},"content":{"rendered":"<p><strong><em>Se\u00e7im \u00f6ncesi son g\u00fcne girdik. <\/em><\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1094113697\"><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>Son birka\u00e7 g\u00fcnde pozisyonlar\u0131n b\u00fcy\u00fck \u00e7o\u011funlu\u011funun al\u0131nd\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. Art\u0131k herkesin tahmini netle\u015fti ve bu tahminlerin ger\u00e7ekle\u015fip ger\u00e7ekle\u015fmeyece\u011fi beklenmeye ge\u00e7ildi. Son anketler ve piyasadaki al\u0131mlar ili\u015fkilendirildi\u011finde piyasan\u0131n mevcut iktidar\u0131n se\u00e7imden g\u00fc\u00e7l\u00fc \u00e7\u0131kmas\u0131na prim verdi\u011fini g\u00f6r\u00fcyoruz. Bu nedenle se\u00e7imden bu y\u00f6nde bir sonu\u00e7 \u00e7\u0131karsa pazartesi g\u00fcn\u00fc B\u0130ST\u2019in y\u00fckseli\u015fle g\u00fcne ba\u015flad\u0131\u011f\u0131n\u0131 g\u00f6rebiliriz. Bu t\u00fcr zamanlarda ilk etkinin \u015fiddetini tahmin etmek zordur. B\u00f6yle bir tabloda ilk anda al\u0131m i\u015ftah\u0131ndaki art\u0131\u015ftan ziyade sat\u0131\u015f taraf\u0131n\u0131n zay\u0131f kalmas\u0131 y\u00fckseli\u015fleri tetikleyebilir. Tersi bir durumda yani piyasan\u0131n memnun kalmayaca\u011f\u0131 bir sonu\u00e7ta da buradakinin tersi bir sonu\u00e7 do\u011facakt\u0131r. Bu durumda bu hafta ya\u015fanan y\u00fckseli\u015fi de g\u00f6z \u00f6n\u00fcnde bulundurdu\u011fumuzda d\u00fczeltme daha sert olacakt\u0131r. Biz piyasan\u0131n bizden daha \u00e7ok \u015fey bildi\u011fini ve se\u00e7im sonu\u00e7lar\u0131na ili\u015fkin tahmininin daha iyi oldu\u011fu varsay\u0131m\u0131n\u0131 kabul etti\u011fimizde dahi, se\u00e7im sonras\u0131 olacak sert bir y\u00fckseli\u015fin hisse senedinde olanlar i\u00e7in nakde ge\u00e7mek i\u00e7in f\u0131rsat olu\u015fturaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. Zira T\u00fcrkiye\u2019de siyaset \u0131skontosunun ba\u015flad\u0131\u011f\u0131 17 Aral\u0131k s\u00fcrecine d\u00f6nd\u00fc\u011f\u00fcm\u00fczde, bu tarihten itibaren MSCI Geli\u015fmekte Olan \u00dclkeler Endeksi\u2019nin performans\u0131na bakt\u0131\u011f\u0131m\u0131zda %2 civar\u0131nda kay\u0131p oldu\u011funu g\u00f6r\u00fcyoruz. Hat\u0131rlanacak olursa B\u0130ST bu s\u00fcrece 70\/75 bin band\u0131nda girmi\u015fti. Siyasi risk \u0131skontosu ortadan tamamen kalksa bile endeksin GOP\u2019larla korelasyonu d\u00fc\u015f\u00fcn\u00fcld\u00fc\u011f\u00fcnde orta vadede bu seviyelerin \u00fczerinde sa\u011fl\u0131kl\u0131 bir hareket yapmas\u0131 bizce zor. Hele ki, sadece 4-5 ay sonra yeni bir se\u00e7im s\u00fcrecine girilecekken. Bu nedenle sadece i\u00e7 dinamiklerle \u00f6n\u00fcm\u00fczdeki g\u00fcnlerde 70 bin \u00fczerine olacak hareketlerin sat\u0131\u015f f\u0131rsat\u0131 olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. Bug\u00fcne d\u00f6nd\u00fc\u011f\u00fcm\u00fczde ise bug\u00fcnk\u00fc g\u00fcn i\u00e7i hareketleri tahmin etmek zor ancak 66 bin alt\u0131nda kapan\u0131\u015f olmad\u0131\u011f\u0131 \u00fczere al\u0131m i\u015ftah\u0131 korunacakt\u0131r. Bug\u00fcn izlenecek en \u00f6nemli seviye de buras\u0131 olacakt\u0131r.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Se\u00e7im \u00f6ncesi son g\u00fcne girdik. Son birka\u00e7 g\u00fcnde pozisyonlar\u0131n b\u00fcy\u00fck \u00e7o\u011funlu\u011funun al\u0131nd\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. Art\u0131k herkesin tahmini netle\u015fti ve bu tahminlerin ger\u00e7ekle\u015fip ger\u00e7ekle\u015fmeyece\u011fi beklenmeye ge\u00e7ildi. Son&hellip;<\/p>\n","protected":false},"author":1,"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":[769,808,801,876],"class_list":["post-32302","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-borsa-yorumlari-gunluk","tag-ekonomi-makaleleri","tag-ekonomi-yazarlari-listesi","tag-uzeyir-dogan-yazilari"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/32302","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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=32302"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/32302\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=32302"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=32302"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=32302"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}