{"id":35457,"date":"2014-08-29T08:37:45","date_gmt":"2014-08-29T05:37:45","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=35457"},"modified":"2014-08-29T08:47:08","modified_gmt":"2014-08-29T05:47:08","slug":"kabine-bekleniyor","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/kabine-bekleniyor\/","title":{"rendered":"Kabine Bekleniyor&#8230;"},"content":{"rendered":"<p><em><strong>D\u00fcn borsa bekledi\u011fimiz gibi 80 bin ile 81 bin aral\u0131\u011f\u0131nda dalgaland\u0131. En d\u00fc\u015f\u00fck 80.254 seviyesi g\u00f6r\u00fcl\u00fcrken, en y\u00fcksek 80.869 seviyesi g\u00f6r\u00fcld\u00fc. Bir \u00f6nceki g\u00fcn faiz karar\u0131n\u0131 realize eden borsa&#8230;<\/strong><\/em><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1746023097\"><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><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/08\/bist-100-29-agustos-2014.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-35458\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/08\/bist-100-29-agustos-2014.png\" alt=\"bist-100-29-agustos 2014\" width=\"510\" height=\"317\" srcset=\"https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/08\/bist-100-29-agustos-2014.png 510w, https:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2014\/08\/bist-100-29-agustos-2014-300x186.png 300w\" sizes=\"auto, (max-width: 510px) 100vw, 510px\" \/><\/a><\/p>\n<p>D\u00fcn borsa bekledi\u011fimiz gibi 80 bin ile 81 bin aral\u0131\u011f\u0131nda dalgaland\u0131. En d\u00fc\u015f\u00fck 80.254 seviyesi g\u00f6r\u00fcl\u00fcrken, en y\u00fcksek 80.869 seviyesi g\u00f6r\u00fcld\u00fc. Bir \u00f6nceki g\u00fcn faiz karar\u0131n\u0131 realize eden borsa, d\u00fcn seans sonuna do\u011fru kabineyi yeniden sat\u0131n almaya ba\u015flad\u0131. Seans aras\u0131nda, Avrupa&#8217;dan gelen g\u00fcven endeksi verilerinin beklentinin \u00e7ok alt\u0131nda kalmas\u0131 ikinci seansa d\u00fc\u015f\u00fc\u015fle ba\u015flan\u0131lmas\u0131na neden oldu. Ayr\u0131ca ABD&#8217;de ikinci \u00e7eyrek b\u00fcy\u00fcme verisi y\u00fczde 3.9 veya 4 \u00a0beklenirken y\u00fczde 4.2 olarak a\u00e7\u0131kland\u0131. ABD&#8217;de i\u015fler yolunda giderken, Avrupa&#8217;da durum ger\u00e7ektenten vahim. Gelecek hafta Avrupa Merkez BAnkas\u0131 (AMB) bakal\u0131m geni\u015f \u00e7apl\u0131 tahvil al\u0131m program\u0131 i\u00e7in bir\u015feyler yapacak m\u0131? Bu konuda ad\u0131m at\u0131laca\u011f\u0131n\u0131 zannetmiyorum ama piyasaya verilecek mesajlarda sanki hemen ba\u015flanabilece\u011fi izlenimi verilecektir.<\/p>\n<p>Bug\u00fcn piyasalar kabineyi bekliyor ve d\u00fcn de bunu fiyatlayarak kapan\u0131\u015f oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyorum. \u00a0Kabinedeki isimlerin bug\u00fcn a\u00e7\u0131klanmas\u0131 bekleniyor. En \u00f6nemli konu Babacan ve \u015eim\u015fek&#8217;in kabinede olup olmayaca\u011f\u0131. \u00a0Mehmet \u015eim\u015fek olmayabilir ama Babacan i\u00e7in piyasalar neredeyse emin. Fakat her zaman s\u00fcrprizlere de haz\u0131rl\u0131kl\u0131 olmakta fayda var. Babacan kalabilir ama etkinli\u011fini azaltacak atamalar da olabilir. Piyasalar kabineyi g\u00f6rd\u00fckten sonra fiyatlama yapacakt\u0131r. Bu \u015fartlar alt\u0131nda kabine beklentisiyle al\u0131m yapmay\u0131 riskli buluyorum. Normal \u015fartlarda, endeksin yukar\u0131 y\u00f6nl\u00fc hareketlerinde hisseler azalt\u0131lmal\u0131. \u00c7\u00fcnk\u00fc 81-82 bin aral\u0131\u011f\u0131ndaki direncin yukar\u0131 ge\u00e7ilmesi i\u00e7in \u015fartlar pek yeterli de\u011fil. Beklenmedik olumlu geli\u015fmeler olmas\u0131 laz\u0131m. D\u00fcn JP Morgan T\u00fcrkiye i\u00e7in tavsiyesini AL&#8217;dan (owerveight) TUT&#8217;a (Neutral) d\u00fc\u015f\u00fcrd\u00fc. Piyasa ilk anda olumsuz reaksiyon verse de, sonras\u0131nda kendi i\u00e7 dinamiklerine g\u00f6re hareket etti.<\/p>\n<p>D\u0131\u015f piyasalarda sesli bir \u015fekilde ABD borslaar\u0131nda balon oldu\u011fu konu\u015fulmaya ba\u015fland\u0131. Japonya b\u00fcy\u00fcmede zorlan\u0131yor. Asya cephesinde borsalar ortalama y\u00fczde 0.20 a\u015fa\u011f\u0131da bulunurken, ABD vdelileri y\u00fczde 0.07 civar\u0131nda yukar\u0131dalar. DOlar\/TL kuru ise 2.1618 seviyesinde bulunuyor. \u00c7ar\u015famba g\u00fcn\u00fc\u00a02.15 seviyeleri g\u00f6r\u00fcld\u00fckten sonra al\u0131mlar\u0131n geldi\u011fini g\u00f6rd\u00fck. Bu a\u015famada dolar\/TL kurunun yeniden 2.10 seviyelerine gerilemesi olas\u0131l\u0131\u011f\u0131 zay\u0131f. B\u00fcy\u00fck olas\u0131l\u0131kla 2.15-2.1850 band\u0131nda dalgalanmaya devam edecektir. Kabine a\u00e7\u0131kland\u0131ktan sonra sat\u0131\u015f bask\u0131s\u0131 g\u00f6rebiliriz. ENdeks 80.250&#8217;nin alt\u0131nda kapan\u0131\u015f yapacak olursa yeniden 79 bin seviyelerine kadar geri \u00e7ekilme olas\u0131l\u0131\u011f\u0131 artaca\u011f\u0131 i\u00e7in yat\u0131r\u0131mc\u0131lar stop seviyelerini buna g\u00f6re belirlemeliler. Aksine 81 bin seviyesi yukar\u0131 ge\u00e7ilirse, hareket 81.500-82 \u00a0bin aral\u0131\u011f\u0131na devam edebilir ama bu seviyeler karl\u0131 sat\u0131\u015f yapmak i\u00e7in bir f\u0131rsat olur diye d\u00fc\u015f\u00fcn\u00fcyorum. \u00a0Herkese bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131 dile\u011fiyle&#8230;<\/p>\n<p>NOT: Bug\u00fcn gazetesindeki yaz\u0131m\u0131 bug\u00fcn okursan\u0131z ve elinizden ufak ta olsa bir yard\u0131m yapma imkan\u0131n\u0131z varsa \u00a0\u00e7ok makbule ge\u00e7er&#8230; Ad\u0131 Salih \u00c7etin&#8230; (<a href=\"http:\/\/www.bugun.com.tr\/ya-biz-ve-cocuklarimiz-ayni-durumda-olsaydik-yazisi-1237870\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">yaz\u0131n\u0131n devam\u0131n\u0131 okumak i\u00e7in t\u0131klay\u0131n\u0131z<\/a>)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcn borsa bekledi\u011fimiz gibi 80 bin ile 81 bin aral\u0131\u011f\u0131nda dalgaland\u0131. En d\u00fc\u015f\u00fck 80.254 seviyesi g\u00f6r\u00fcl\u00fcrken, en y\u00fcksek 80.869 seviyesi g\u00f6r\u00fcld\u00fc. Bir \u00f6nceki g\u00fcn faiz&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-35457","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\/35457","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=35457"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/35457\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=35457"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=35457"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=35457"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}