{"id":44879,"date":"2016-04-06T11:33:08","date_gmt":"2016-04-06T08:33:08","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=44879"},"modified":"2016-04-06T11:46:49","modified_gmt":"2016-04-06T08:46:49","slug":"piyasalarda-bekleyis","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/piyasalarda-bekleyis\/","title":{"rendered":"Piyasalarda Bekleyi\u015f ve Moodys&#8217;ten Haberler"},"content":{"rendered":"<p><strong><em>Bug\u00fcn \u00e7ok k\u0131sa bir yorum vermek zorunday\u0131m. Borsa ve dolarda d\u00fcnden bu yana \u00a0ters y\u00f6nde hareket var. D\u00fcnk\u00fc yorumumda belirtti\u011fim \u00fczere, genel olarak dolar di\u011fer paralara kar\u015f\u0131 de\u011fer kazanmaya ba\u015flad\u0131.<\/em> <\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-94456326\"><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>D\u00fcn ABD endeksleri d\u00fc\u015f\u00fc\u015fler yap\u0131nca bu sabah borsalarda genel olarak a\u015fa\u011f\u0131 e\u011fimli bir hareket var. Endeks az \u00f6nce 82.500 seviyesinin alt\u0131na indi. D\u00fcn e\u011fer 82.500 alt\u0131nda kapan\u0131\u015f olsayd\u0131, sinyal olumsuz olacakt\u0131 ama bug\u00fcn 82.500 \u00fczerinde bir kapan\u0131\u015f yeniden olumu bir bak\u0131\u015f a\u00e7\u0131s\u0131 getirebilir. Fakat, genelde borsalar zay\u0131f durdu\u011fu i\u00e7in 82.500 alt\u0131nda bir kapan\u0131\u015f durumunda endeks 81 bine kadar gev\u015feyebilir.<\/p>\n<p>Dolar\/TL kuru ise 2.8050 seviyelerini g\u00f6rd\u00fckten sonra bug\u00fcn 2.83 seviyelerinden 2.85 seviyelerine kadar y\u00fckseldi. Sebebi de az \u00f6nce Moodys&#8217;ten gelen haberlerdi. \u0130DEAL&#8217;de \u00e7\u0131kan Haberler \u015f\u00f6yle<\/p>\n<p>278 : (Yenileme) Moody&#8217;s: T\u00fcrkiye bankac\u0131l\u0131k sekt\u00f6r\u00fcn\u00fcn g\u00f6r\u00fcn\u00fcm\u00fc yava\u015flayan ekonomi ve artan fonlama maliyetleri nedeniyle negatif<\/p>\n<p>Moody&#8217;s taraf\u0131ndan haz\u0131rlanan raporda, &#8220;T\u00fcrkiye bankac\u0131l\u0131k sekt\u00f6r\u00fcn\u00fcn g\u00f6r\u00fcn\u00fcm\u00fc<br \/>\nyava\u015flayan ekonomi ve artan fonlama maliyetleri nedeniyle negatif&#8221; denildi.<\/p>\n<p><strong>Raporda \u00f6n plana \u00e7\u0131kan baz\u0131 detaylar \u015f\u00f6yle:<\/strong><\/p>\n<p>&#8211; T\u00fcrkiye bankac\u0131l\u0131k sekt\u00f6r\u00fcn\u00fcn g\u00f6r\u00fcn\u00fcm\u00fc yava\u015flayan ekonomi ve artan fonlama<br \/>\nmaliyetleri nedeniyle negatif<br \/>\n&#8211; T\u00fcrkiye bankac\u0131l\u0131k sekt\u00f6r\u00fcn\u00fcn d\u0131\u015f toptan piyasalara ba\u011f\u0131ml\u0131l\u0131\u011f\u0131 y\u00fcksek<br \/>\nmaliyetlere katk\u0131 yapabilir<br \/>\n&#8211; T\u00fcrkiye bankalar\u0131 yava\u015flayan ekonomi, y\u00fck\u00fcml\u00fcl\u00fcklerin artan dolarizasyonu<br \/>\nve geli\u015fen piyasalara y\u00f6nelik volatil g\u00fcven ortam\u0131 ile kar\u015f\u0131 kar\u015f\u0131ya<br \/>\n&#8211; T\u00fcrkiye bankalar\u0131n\u0131n sorunlu kredilerinin 2015 sonunda %3.1 gibi d\u00fc\u015f\u00fck<br \/>\nolan seviyesinde 40-60 baz puan artmas\u0131 bekleniyor<br \/>\n&#8211; T\u00fcrkiye bankalar\u0131n\u0131n KOB\u0130 ve t\u00fcketici kredilerindeki sorunlu oran\u0131 ge\u00e7en<br \/>\ny\u0131l boyunca kayda de\u011fer seviyede artt\u0131<br \/>\n&#8211; T\u00fcrkiye bankalar\u0131n\u0131n \u015firket kredileri \u015fimdiye kadar ekonomideki yava\u015flamaya<br \/>\nkar\u015f\u0131 diren\u00e7 g\u00f6sterdi<br \/>\n&#8211; T\u00fcrkiye bankac\u0131l\u0131k sekt\u00f6r\u00fc yat\u0131r\u0131mc\u0131 g\u00fcvenindeki de\u011fi\u015fimlere kar\u015f\u0131 k\u0131r\u0131lgan<br \/>\n&#8211; T\u00fcrkiye bankalar\u0131n\u0131n sermaye tamponlar\u0131 sorunlu kredilerdeki art\u0131\u015f ile<br \/>\nba\u015fa \u00e7\u0131kmaya yetecek oranda g\u00fc\u00e7l\u00fc<br \/>\n&#8211; T\u00fcrkiye bankalar\u0131n\u0131n sermaye oranlar\u0131n\u0131n stabil kalmas\u0131 bekleniyor<br \/>\n&#8211; T\u00fcrkiye&#8217;de h\u00fck\u00fcmetin sorunlu bankalara destek ihtimalinin planlanan<br \/>\nd\u00fczenlemeler ile kademeli olarak azalaca\u011f\u0131n\u0131 tahmin ediyoruz<br \/>\n&#8211; T\u00fcrkiye&#8217;de bankalar\u0131n sermaye piyasalar\u0131ndan bor\u00e7lanma ba\u011f\u0131ml\u0131l\u0131klar\u0131<br \/>\ns\u00fcrer<\/p>\n<p>KAYNAK-DirectFN Haberler (haber@directfn.com, www.directfn.com.tr)-<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1855864940\"><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<p>Moodys&#8217;ten gelen bu a\u00e7\u0131klamalar, cuma g\u00fcn\u00fc beklenen not g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin olarak negatif beklenti yaratm\u0131\u015f olabilir. \u00a0Normalde piyasalar Moodys&#8217;ten g\u00f6r\u00fcn\u00fcm\u00fc de\u011fi\u015ftirmesini veya not d\u00fc\u015f\u00fcrmesini beklemiyorlar. \u00a0CUma g\u00fcn\u00fc piyasalar a\u00e7\u0131kken bir a\u00e7\u0131klama yapmas\u0131n\u0131 beklemiyorum. Bu konuda daha \u00f6nceki yaz\u0131lar\u0131mda vurgulad\u0131\u011f\u0131m g\u00f6r\u00fc\u015flerimde bir de\u011fi\u015fiklik yok. Moodys&#8217;in ekonomik verilere bakarak bir de\u011ferlendirme yapmas\u0131 durumunda not d\u00fc\u015f\u00fcrmesini beklemem. Ama siyasi konular\u0131 \u00f6n plana \u00e7\u0131kar\u0131rlarsa ve not d\u00fc\u015f\u00fcr\u00fcrlerse siyasi bir karar olarak alg\u0131lanacakt\u0131r. Bekleyip g\u00f6rece\u011fiz. Dolarda beklenilmesini, borsada da 80 bin 84 bin aral\u0131\u011f\u0131nda kald\u0131\u011f\u0131m\u0131z s\u00fcrece izlemede kal\u0131nmal\u0131 diye d\u00fc\u015f\u00fcn\u00fcyorum. Borsada yeni al\u0131m \u015fu an i\u00e7in riskli olabilir.<\/p>\n<p>Bug\u00fcnl\u00fck bu kadar bol kazan\u00e7l\u0131 bir g\u00fcn olmas\u0131 dile\u011fiyle&#8230;<\/p>\n<p><strong>NOT<\/strong>: \u0130Stanbul e\u011fitimimiz 16-17 Nisan&#8217;dan 23-24 Nisan tarihlerine al\u0131nm\u0131\u015ft\u0131r.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bug\u00fcn \u00e7ok k\u0131sa bir yorum vermek zorunday\u0131m. Borsa ve dolarda d\u00fcnden bu yana \u00a0ters y\u00f6nde hareket var. D\u00fcnk\u00fc yorumumda belirtti\u011fim \u00fczere, genel olarak dolar di\u011fer&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":[1464,1465,769,715],"class_list":["post-44879","post","type-post","status-publish","format-standard","hentry","category-tumyazilar","tag-borsa-tahminleri","tag-borsa-tuyolari","tag-borsa-yorumlari-gunluk","tag-yasar-erdinc-yazilari"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/44879","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=44879"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/44879\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=44879"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=44879"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=44879"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}