{"id":33675,"date":"2014-05-23T08:41:37","date_gmt":"2014-05-23T05:41:37","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=33675"},"modified":"2014-05-23T08:45:29","modified_gmt":"2014-05-23T05:45:29","slug":"seans-oncesi-borsa-yorumu-3","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/seans-oncesi-borsa-yorumu-3\/","title":{"rendered":"Seans \u00d6ncesi Borsa Yorumu \/ Merkez Bankas\u0131&#8217;ndan Doping"},"content":{"rendered":"<p><em><strong>D\u00fcn Merkez Bankas\u0131 haftal\u0131k repo faizini 50 baz puan indirince borsada ilk anda k\u00e2r sat\u0131\u015flar\u0131 geldi, fakat ard\u0131ndan, olduk\u00e7a y\u00fckl\u00fc al\u0131mlar g\u00f6rd\u00fck. Merkez Bankas\u0131&#8217;n\u0131n karar\u0131na ili\u015fkin&#8230;<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2975871216\"><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-33676\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/05\/endeks-23-Mayis-2014.png\" alt=\"endeks-23-Mayis-2014\" width=\"558\" height=\"368\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/05\/endeks-23-Mayis-2014.png 558w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/05\/endeks-23-Mayis-2014-300x197.png 300w\" sizes=\"auto, (max-width: 558px) 100vw, 558px\" \/><\/p>\n<p>D\u00fcn Merkez Bankas\u0131 haftal\u0131k repo faizini 50 baz puan indirince borsada ilk anda k\u00e2r sat\u0131\u015flar\u0131 geldi, fakat ard\u0131ndan, olduk\u00e7a y\u00fckl\u00fc al\u0131mlar g\u00f6rd\u00fck. Merkez Bankas\u0131&#8217;n\u0131n karar\u0131na ili\u015fkin yorum ve analizimi bug\u00fcn gazetesindeki k\u00f6\u015femde verdim (<a href=\"http:\/\/www.bugun.com.tr\/piyasalara-merkez-bankasi-dopingi-yazisi-1115570\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">buradan okuyabilirsiniz<\/a>). \u015eu an yat\u0131r\u0131mc\u0131n\u0131n kafas\u0131ndaki en \u00f6nemli soru i\u015fareti, d\u00fcnk\u00fc h\u0131zl\u0131 y\u00fckseli\u015fin ard\u0131ndan sert bir sat\u0131\u015f dalgas\u0131n\u0131n gelebilece\u011fi korkusudur. Bu konuyu de\u011ferlendirmeden \u00f6nce bu saba S&amp;P isimli derecelendirme kurulu\u015funun yapt\u0131\u011f\u0131 a\u00e7\u0131klamalara de\u011finmekte ve bunun piyasalar \u00fczerindeki etkisini yorumlamakta fayda var.<\/p>\n<p>Kredi derecelendirmesi ve kredi riski ara\u015ft\u0131rmas\u0131 konusunda d\u00fcnyan\u0131n lider kurulu\u015fu Standard &amp; Poor\u2019s, T\u00fcrkiye\u2019nin\u2018\u2018BB+\u2019\u2019 olan uzun d\u00f6nem kredi notunu ve negatif olan kredi notu g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc teyit etti. A\u00e7\u0131klaman\u0131n ana unsurlar\u0131na bakt\u0131\u011f\u0131m\u0131zda ise \u015fu \u015fekilde \u00f6zetlenebilir;<\/p>\n<p>&#8211; T\u00fcrkiye&#8217;de politik ortam\u0131n daha az tahmin edilebilir oldu\u011funu s\u00f6yleyen S&amp;P, bunun d\u0131\u015f \u015foklara kar\u015f\u0131 ekonomiyi k\u0131r\u0131lgan yapabilece\u011fini ve uzun d\u00f6nemli b\u00fcy\u00fcme \u00fczerinde olumsuz etkisi olabilece\u011fini vurgulad\u0131.<\/p>\n<p>&#8211; S&amp;P cari a\u00e7\u0131k seviyesini y\u00fcksek buluyor ve ihracat\u0131n performans\u0131yla cari a\u00e7\u0131kta daralma sinyalleri odlu\u011funu vurguluyor.<\/p>\n<p>&#8211; T\u00fcrkiye hakk\u0131ndaki g\u00f6r\u00fcn\u00fcm\u00fcn negatif kalmaya devam etti\u011fini belirttikten sonra, bu g\u00f6r\u00fcn\u00fcm\u00fcn \u00fc\u00e7te bir olas\u0131l\u0131kla sert ini\u015f olas\u0131l\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fini ve GSYH b\u00fcy\u00fcmesinin 2014 ve 2015 i\u00e7in y\u00fczde 2.6 b\u00fcy\u00fcme beklediklerini s\u00f6yledi. Bu oranda bir b\u00fcy\u00fcmenin finansal sekt\u00f6r performans\u0131n\u0131 ve kamu finansman\u0131n\u0131 zay\u0131flatarak not d\u00fc\u015f\u00fc\u015f\u00fcne sebep olabilece\u011fini vurgulad\u0131.<\/p>\n<p>Sonu\u00e7 olarak S&amp;P&#8217;nin bu a\u00e7\u0131klamalar\u0131 ve raporu piyasa taraf\u0131ndan ne kadar ciddiye al\u0131nacak? Yap\u0131lan a\u00e7\u0131klamalara g\u00f6re gelecek 12 ay i\u00e7inde notumuzun d\u00fc\u015f\u00fcr\u00fclme olas\u0131l\u0131\u011f\u0131 y\u00fczde 33 seviyesinde bulunuyor. Piyasan\u0131n \u015fu anki trendine ve genel ko\u015fullar\u0131na bakt\u0131\u011f\u0131m\u0131zda ise, bu a\u00e7\u0131klamay\u0131 \u00e7ok ciddiye alaca\u011f\u0131n\u0131 zannetmiyoruz. DOlar\/TL kuru 2.0835 seviyesinde bulunuyor ve bu a\u00e7\u0131klamalara olumsuz bir reaksiyon vermedi. B\u00fcy\u00fck olas\u0131l\u0131kla borsa \u00fczerinde de net bir olumsuz etki g\u00f6rmeyece\u011fiz.<\/p>\n<p>BIST-100 endeksi d\u00fcn 78.043 seviyesinden kapanarak g\u00fcnl\u00fck bazda y\u00fczde 2.08 de\u011fer kazand\u0131. Bu sabah hem ABD cephesi hem de Asya cephesinin olumlu oldu\u011funu g\u00f6r\u00fcyoruz. A\u00e7\u0131l\u0131\u015f d\u00fcne g\u00f6re y\u00fcksek bir seviyeden olabilir. Fakat bug\u00fcn 300-400 puan\u0131n \u00fczerinde bir y\u00fckseli\u015fle g\u00fcne ba\u015flan\u0131rsa, seans boyunca daha sonra bir geri \u00e7ekilme genelde yatay bir seyir izleyebiliriz. Fakat ilerleyen saatlerde yer yer gelen al\u0131mlarla d\u00fcn ba\u015flayan rallinin devam\u0131 m\u00fcmk\u00fcn olabilece\u011fi i\u00e7in yat\u0131r\u0131mc\u0131 beklemede kalabilir. Ge\u00e7ti\u011fimiz iki hafta boyunca endeksin artan trendinde bir a\u015fa\u011f\u0131 d\u00f6n\u00fc\u015f sinyali olu\u015fmam\u0131\u015ft\u0131. \u00d6zellikle de enformasyon-formasyon uyumsuzlu\u011fu olu\u015fmam\u0131\u015ft\u0131. Bu nedenle de 78-80 bin aral\u0131\u011f\u0131na kadar bir y\u00fckseli\u015f i\u00e7in beklemede kal\u0131nmas\u0131 gerekti\u011fini vurguluyorduk. Bu a\u015famada, net d\u00f6n\u00fc\u015f sinyali gelene kadar yat\u0131r\u0131mc\u0131lar var olan pozisyonlar\u0131n\u0131 koruyabilirler. Fakat daha \u00f6nce de yazd\u0131\u011f\u0131m\u0131z \u00fczere, b\u00fct\u00fcn ka\u011f\u0131tlar\u0131n y\u00fckseli\u015fe kat\u0131lmas\u0131 beklenmemeli. \u00d6zellikle Mart finansal tablolar\u0131 iyi olan ve Haziran&#8217;da da performans\u0131 iyi olacak ka\u011f\u0131tlarda hareket beklenebilir. \u00a0Endeks i\u00e7in bug\u00fcn \u00f6nemli destek seviyesi 76.450&#8217;dir. Bu seviye a\u015fa\u011f\u0131 ge\u00e7ilmedik\u00e7e y\u00fckselen trendin korunmas\u0131 beklenebilir. \u00a0Bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131 dile\u011fiyle&#8230;<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1140217024\"><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 Merkez Bankas\u0131 haftal\u0131k repo faizini 50 baz puan indirince borsada ilk anda k\u00e2r sat\u0131\u015flar\u0131 geldi, fakat ard\u0131ndan, olduk\u00e7a y\u00fckl\u00fc al\u0131mlar g\u00f6rd\u00fck. Merkez Bankas\u0131&#8217;n\u0131n karar\u0131na&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-33675","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\/33675","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=33675"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/33675\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=33675"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=33675"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=33675"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}