{"id":35405,"date":"2014-08-27T08:35:20","date_gmt":"2014-08-27T05:35:20","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=35405"},"modified":"2014-08-27T08:48:00","modified_gmt":"2014-08-27T05:48:00","slug":"gozler-merkezde-2","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/gozler-merkezde-2\/","title":{"rendered":"G\u00f6zler Merkez&#8217;de"},"content":{"rendered":"<p><em><strong>\u00d6nceki g\u00fcn piyasalarda \u00e7ok sakin bir seyir vard\u0131 ve adeta yaprak k\u0131m\u0131ldamam\u0131\u015ft\u0131. O g\u00fcn yazd\u0131\u011f\u0131m yorumda 79-80 bin aral\u0131\u011f\u0131nda bir hareket olabilece\u011fini belirtmi\u015ftim ama 79 bin ile 79.350 aral\u0131\u011f\u0131na&#8230;<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-4165766875\"><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-35406\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/08\/bist-100-27-agustos-2014.png\" alt=\"bist-100-27-agustos 2014\" width=\"510\" height=\"317\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/08\/bist-100-27-agustos-2014.png 510w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/08\/bist-100-27-agustos-2014-300x186.png 300w\" sizes=\"auto, (max-width: 510px) 100vw, 510px\" \/><\/p>\n<p>\u00d6nceki g\u00fcn piyasalarda \u00e7ok sakin bir seyir vard\u0131 ve adeta yaprak k\u0131m\u0131ldamam\u0131\u015ft\u0131. O g\u00fcn yazd\u0131\u011f\u0131m yorumda 79-80 bin aral\u0131\u011f\u0131nda bir hareket olabilece\u011fini belirtmi\u015ftim ama 79 bin ile 79.350 aral\u0131\u011f\u0131na s\u0131k\u0131\u015fan bir hareket g\u00f6rd\u00fck. D\u00fcn borsadaki\u00a0s\u0131k\u0131\u015f\u0131k band\u0131 ve dolar\/TL kurunda da 2.17&#8217;i seviyesini a\u015fa\u011f\u0131 k\u0131rd\u0131ran fakt\u00f6r, Babacan&#8217;\u0131n kabinede yer ald\u0131\u011f\u0131 haberlerinin baz\u0131 \u00f6nemli yazarlar taraf\u0131ndan yaz\u0131lmas\u0131yd\u0131. A\u015fa\u011f\u0131da Taha Akyol&#8217;un H\u00fcrriyet gazetesindeki d\u00fcnk\u00fc yaz\u0131s\u0131n\u0131n ilk paragraf\u0131 yer al\u0131yor.<\/p>\n<p><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/08\/babacan.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-35407\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/08\/babacan.png\" alt=\"babacan\" width=\"591\" height=\"384\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/08\/babacan.png 591w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/08\/babacan-300x194.png 300w\" sizes=\"auto, (max-width: 591px) 100vw, 591px\" \/><\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"http:\/\/sosyal.hurriyet.com.tr\/Yazar\/70\/Taha-Akyol\/49843\/Babacan-faktoru\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">Yaz\u0131n\u0131n devam\u0131 i\u00e7in t\u0131klay\u0131n\u0131z.<\/a><\/p>\n<p style=\"text-align: left;\">Dilerim aynen Taha Akyol&#8217;un dedi\u011fi gibi olur. Ekonomik kararlar siyasi pop\u00fclizme hizmet etmeye ba\u015flad\u0131\u011f\u0131 anda, bozulma \u00e7ok h\u0131zl\u0131 olabilir. \u00dcstelik \u00fclkeniz d\u0131\u015far\u0131dan y\u00fcksek miktarda bor\u00e7lanm\u0131\u015fsa. Bu nedenle piyasalar Babacan fakt\u00f6r\u00fcne \u00e7ok b\u00fcy\u00fck \u00f6nem verdiler. Bunu da \u00e7ok belirgin \u015fekilde g\u00f6sterdiler. Ben Taha Akyol&#8217;dan bu noktada farkl\u0131 d\u00fc\u015f\u00fcn\u00fcyorum. Babacan&#8217;\u0131n \u015fartlar\u0131 kabul edilmi\u015f olsa bile \u00e7ok ge\u00e7meden verilen s\u00f6zlerde fireler olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyorum. Bunun en \u00f6nemli sebebi de Ocak ay\u0131ndan bu yana Cumhurba\u015fkan\u0131 say\u0131n Tayyip Erdo\u011fan&#8217;\u0131n Merkez Bankas\u0131n\u0131 a\u00e7\u0131k bir \u015fekilde uyarmas\u0131d\u0131r. Bu y\u00fczden piyasalar temkinli bir iyimserlik i\u00e7inde olacakt\u0131r.<\/p>\n<p style=\"text-align: left;\">Bug\u00fcn Ak Parti&#8217;nin kongresi var ve \u00f6\u011fleden sonra da PPK&#8217;n\u0131n faiz karar\u0131n\u0131 g\u00f6rece\u011fiz. Yar\u0131n Cumhurba\u015fkanl\u0131\u011f\u0131 t\u00f6reni var. B\u00fcy\u00fck ihtimalle kabine cuma g\u00fcn\u00fc Cumhurba\u015fkan\u0131&#8217;na sunulacak. \u015eu an ekonomi y\u00f6netiminde de\u011fi\u015fiklik olmayaca\u011f\u0131 beklentisini sat\u0131n alan piyasalar i\u00e7in, beklenti realize olmu\u015f olaca\u011f\u0131 i\u00e7in, kabine a\u00e7\u0131kland\u0131ktan sonra Babacan yer alsa da almasa da bir realizasyon gelebilece\u011fi g\u00f6z \u00f6n\u00fcnde bulundurulmal\u0131. PPK karar\u0131n\u0131n faiz indirme y\u00f6n\u00fcnde olmayaca\u011f\u0131 d\u00fc\u015f\u00fcn\u00fcl\u00fcyor. Dolay\u0131s\u0131yla PPK karar\u0131 a\u00e7\u0131kland\u0131ktan sonra da bir realizasyon g\u00f6rebiliriz.<\/p>\n<p style=\"text-align: left;\">D\u00fcn ABD&#8217;de dayan\u0131kl\u0131 t\u00fcketim mallar\u0131 sipari\u015fleri inan\u0131lmaz bir y\u00fckseli\u015f yapt\u0131 ve y\u00fczde 5-6 art\u0131\u015f beklenirken, art\u0131\u015f y\u00fczde 20&#8217;yi ge\u00e7ti. Sebebi de al\u0131nan U\u00e7ak sipari\u015fleriydi ve 328 Airbus sipari\u015f edilmi\u015fti. \u0130lk anda piyasalar \u015fok oldu ama veri ayr\u0131nt\u0131lar\u0131 g\u00f6r\u00fcl\u00fcnce U\u00e7ak sipari\u015fi d\u0131\u015f\u0131ndaki sipari\u015fler normal seviyelerdeydi. Bu nedenle \u015fok \u00e7abuk atlat\u0131ld\u0131. D\u00fcn bizim piyasalar d\u0131\u015f piyasalardan pozitif ayr\u0131\u015ft\u0131 sebebi de Babacan fakt\u00f6r\u00fcyd\u00fc. Art\u0131k bunu sa\u011f\u0131r sultan bile duydu\u011fu i\u00e7in, bug\u00fcn endeks sert bir y\u00fckseli\u015fle a\u00e7\u0131l\u0131rsa h\u0131zl\u0131 artan hisseler pe\u015finden ko\u015fmamak laz\u0131m. Endeksin teknik g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin 60 dk&#8217;.l\u0131k grafi\u011fi yukar\u0131da verilmi\u015ftir. 80.500 direncinin \u00fczerinde bir kapan\u0131\u015f oldu ve 200 barl\u0131k hareketli ortalaman\u0131n \u00fczerine \u00e7\u0131kt\u0131. Bu a\u015famada kabine a\u00e7\u0131klanana kadar 81-82 bin aral\u0131\u011f\u0131 hala hedefte ama bu sabah e\u011fer sert y\u00fckseli\u015fle a\u00e7\u0131l\u0131\u015f yaparsak, endeksin ard\u0131ndan geri \u00e7ekilmeye ba\u015flad\u0131\u011f\u0131n\u0131 ve yeniden 80 bin civar\u0131na do\u011fru gerileyerek g\u00fc\u00e7 toplamaya \u00e7al\u0131\u015ft\u0131\u011f\u0131n\u0131 g\u00f6rebiliriz. Tersine e\u011fer endeks d\u00fcne g\u00f6re gerileyerek a\u00e7\u0131l\u0131rsa beklemede kalmakta fayda var.<\/p>\n<p style=\"text-align: left;\">Bu sabah d\u0131\u015f piyasalar genel olarak olumlu bir resim ortaya koyuyorlar. D\u00fcn ABD endeksleri y\u00fczde 0.15 oran\u0131nda y\u00fckseli\u015fler yapt\u0131lar. ABD vadelileri bu sabah d\u00fcne g\u00f6re y\u00fczde 0.05 yukar\u0131da bulunuyor. Asya cephesinde ise genel olarak havan\u0131n olumlu oldu\u011funu s\u00f6yleyebiliriz. Dolar TL kuru ise 2.1675 seviyesinde olup, bug\u00fcn 2.1750 seviyesi \u00f6nemli bir diren\u00e7 olacakt\u0131r. PPK&#8217;dan faiz indirimi karar\u0131 \u00e7\u0131karsa ani ve sert hareketler olacakt\u0131r. Bu hareketlerin pe\u015finden gitmemek laz\u0131m. Ama beklenen olur da faiz de\u011fi\u015ftirilmezse piyasa \u00fczerinde \u00e7ok g\u00fc\u00e7l\u00fc bir etkisi olmas\u0131n\u0131 bekleyemeyiz. BIST-100 i\u00e7in bug\u00fcn en g\u00fc\u00e7l\u00fc destek 79.600 seviyesinde bulunuyor. A\u00e7\u0131l\u0131\u015ftan sonra 80 bine do\u011fru geri \u00e7ekilme k\u0131sa vadeli (1-2 g\u00fcnl\u00fck) al\u0131m f\u0131rsat\u0131 olabilir ama 81 binin \u00fczerinde a\u00e7\u0131l\u0131\u015f olursa yeni pozisyon a\u00e7may\u0131 sak\u0131ncal\u0131 buluyorum. Cuma g\u00fcn\u00fc kabine a\u00e7\u0131kland\u0131ktan sonra veya a\u00e7\u0131klanmadan \u00f6nce, hisse oranlar\u0131n\u0131 azaltmakta fayda olabilir. \u00a0Gelecek haftaya ba\u015flarken her\u015fey belli olmu\u015f olacak. Dolay\u0131s\u0131yla g\u00fcndem de\u011fi\u015fecek. Yeni olu\u015facak g\u00fcndemde \u00f6ne \u00e7\u0131kacak ba\u015fl\u0131klar\u0131 g\u00f6rmeden\u00a0gelecek haftaya ili\u015fkin yorum yapmak yan\u0131lt\u0131c\u0131 olabilir. Herkese bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131 dile\u011fiyle&#8230;<\/p>\n<p style=\"text-align: left;\"><strong>NOT<\/strong>: \u00a0d\u00fcn yay\u0131nlamay\u0131 d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcm\u00fcz ama yeti\u015ftiremedi\u011fimiz &#8220;2014\/06 Sekt\u00f6rel performans raporunu bug\u00fcn g\u00fcn i\u00e7inde yay\u0131nlayabilece\u011fimizi d\u00fc\u015f\u00fcn\u00fcyorum. Yay\u0131nlad\u0131\u011f\u0131m\u0131zda twitter&#8217;da duyuraca\u011f\u0131m.<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-354320768\"><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>\u00d6nceki g\u00fcn piyasalarda \u00e7ok sakin bir seyir vard\u0131 ve adeta yaprak k\u0131m\u0131ldamam\u0131\u015ft\u0131. O g\u00fcn yazd\u0131\u011f\u0131m yorumda 79-80 bin aral\u0131\u011f\u0131nda bir hareket olabilece\u011fini belirtmi\u015ftim ama 79&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":[769,715],"class_list":["post-35405","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-borsa-yorumlari-gunluk","tag-yasar-erdinc-yazilari"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/35405","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=35405"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/35405\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=35405"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=35405"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=35405"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}