{"id":5414,"date":"2011-09-22T09:48:14","date_gmt":"2011-09-22T06:48:14","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=5414"},"modified":"2011-09-22T09:48:14","modified_gmt":"2011-09-22T06:48:14","slug":"kurlar-risk-olusturmaya-basladi-dikkatimizi-oraya-yonlendiriyoruz","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/kurlar-risk-olusturmaya-basladi-dikkatimizi-oraya-yonlendiriyoruz\/","title":{"rendered":"Kurlar risk olu\u015fturmaya ba\u015flad\u0131, dikkatimizi oraya y\u00f6nlendiriyoruz!"},"content":{"rendered":"<h1 style=\"text-align: center\" align=\"center\"><strong><span style=\"color: #ff0000\">Kurlar risk olu\u015fturmaya ba\u015flad\u0131, dikkatimizi oraya y\u00f6nlendiriyoruz!\u00a0<\/span><\/strong><\/h1>\n<p style=\"text-align: justify\" align=\"center\">G\u00fcn i\u00e7i k\u0131sa yorumlar\u0131m i\u00e7in Twitter adresim: <strong><span style=\"color: #0000ff\">@uzeyir_dogan\u00a0<\/span><\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2551141048\"><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 style=\"text-align: justify\">\u00a0 \u00a0 \u00a0 \u00a0\u00d6nceki g\u00fcn S&amp;P karar\u0131yla sert bir \u00e7\u0131k\u0131\u015f ger\u00e7ekle\u015ftiren \u0130MKB\u2019de d\u00fcn bu h\u0131zl\u0131 \u00e7\u0131k\u0131\u015f sindirilmeye \u00e7al\u0131\u015f\u0131ld\u0131. D\u00fcn ak\u015fam \u0130MKB kapal\u0131yken ABD\u2019den gelen haberler piyasalar\u0131n ne\u015fesini ka\u00e7\u0131rd\u0131. Haftal\u0131k b\u00fcltende bahsetti\u011fimiz FED\u2019in Operation Twist karar\u0131 d\u00fcn a\u00e7\u0131kland\u0131. FED k\u0131sa vadeli tahvilleri satarak yerlerine uzun vadeli tahvilleri alacak. Bu operasyonun b\u00fcy\u00fckl\u00fc\u011f\u00fc de 400 milyar dolar olarak a\u00e7\u0131kland\u0131. Karar sonras\u0131 k\u0131sa vadeli tahvil faizlerde yukar\u0131 y\u00f6nl\u00fc, uzun vadeli faizlerde de a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketler ya\u015fand\u0131. Piyasan\u0131n ilk tepkisinin negatif olmas\u0131na kar\u015f\u0131n biz bu karar\u0131n uzun vadede ba\u015fta ipotek kredileri \u00fczerinde olmak \u00fczere piyasalara olumlu katk\u0131s\u0131n\u0131n olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. Bu nedenle d\u00fcn ve bug\u00fcn FED\u2019in ekonomik geli\u015fmelerle ilgili karamsar tahminlerinin getirdi\u011fi sat\u0131\u015f bask\u0131s\u0131n\u0131n \u00e7ok uzun soluklu olmayaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n<p style=\"text-align: justify\">\u00a0 \u00a0 \u00a0 \u00a0 D\u0131\u015far\u0131da ya\u015fanan bu geli\u015fmelerin etkilerini \u0130MKB \u00fczerinde de hissediyoruz. Fakat S&amp;P\u2019nin \u00f6nceki g\u00fcnk\u00fc karar\u0131n\u0131 yeterli bulmamakla birlikte yabanc\u0131 para cinsinden not art\u0131r\u0131m\u0131na da \u0131\u015f\u0131k yak\u0131lmas\u0131 nedeniyle olu\u015fan beklentinin \u0130MKB\u2019yi bir s\u00fcre daha pozitif ayr\u0131\u015ft\u0131raca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. Fakat i\u00e7eride as\u0131l sorunun kurlar oldu\u011funu ve \u00f6n\u00fcm\u00fczdeki g\u00fcnlerde dolar\/TL kurunda 1,80 \u00fczerindeki hareketlerin devam etmesinin \u0130MKB i\u00e7in negatif bir durum olu\u015fturaca\u011f\u0131n\u0131 ve \u0130MKB\u2019yi a\u015fa\u011f\u0131ya \u00e7ekebilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Bu nedenle \u0130MKB\u2019de birka\u00e7 haftal\u0131k vadede kurlarda \u00f6nemli bir gerileme ya\u015fanmazsa \u0130MKB\u2019nin bir d\u00fczeltme ya\u015fama olas\u0131l\u0131\u011f\u0131n\u0131 y\u00fcksek g\u00f6r\u00fcyoruz. Bu nedenle de bir s\u00fcre i\u00e7in kurlar\u0131 takibe alman\u0131n do\u011fru olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. \u0130MKB 30 analizinin yan\u0131nda bug\u00fcnden itibaren \u00f6nemli geli\u015fmelerin ya\u015fanmas\u0131 durumunda kurlar konusunu \u00f6n planda tutmaya ve de\u011ferlendirmeye \u00e7al\u0131\u015faca\u011f\u0131z.<\/p>\n<p style=\"text-align: justify\">\u00a0 \u00a0 \u00a0 \u00a0 \u0130MKB 30\u2019da teknik olarak d\u00fcnk\u00fc yorumumuzdaki g\u00f6r\u00fc\u015flerimizde \u00e7ok fazla bir de\u011fi\u015fiklik olmamakla birlikte bug\u00fcn 73,400 seviyesinin izlenmesi gerekti\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Bug\u00fcn bu seviye \u00fczerinde tutunulabilmesi yukar\u0131 y\u00f6nl\u00fc hareket potansiyelini devam ettirecektir. Fakat bu seviye alt\u0131nda kalma s\u00fcresi uzayacak olursa 71,500 hedefli yeni bir sat\u0131\u015f dalgas\u0131 ba\u015flayabilir. Yukar\u0131 y\u00f6nl\u00fc hareketin h\u0131z kazanaca\u011f\u0131 seviye ise 74,000 \u00fczeri olacakt\u0131r. Bu seviye \u00fczerinde olacak saatlik kapan\u0131\u015flar al\u0131mlar\u0131 h\u0131zland\u0131rabilir.<\/p>\n<p style=\"text-align: justify\"><strong>\u00dczeyir DO\u011eAN<\/strong><strong><br \/>\n<strong>Kapital Menkul De\u011ferler A.\u015e.<\/strong><\/strong><strong><br \/>\n<strong>T\u00fcrev Ara\u00e7lar Birimi \/ Uzman<\/strong><\/strong><br \/>\n<strong>Tel: 0212 330 04 70<\/strong><strong><br \/>\nFax<strong>: 0212 330 0 369<\/strong><\/strong><strong><br \/>\n<strong><a title=\"blocked::http:\/\/www.kapitalmenkul.com.trudogan@kapitalmenkul.com.tr\/\nhttp:\/\/www.kapitalmenkul.com.tr\/\" href=\"http:\/\/www.kapitalmenkul.com.trudogan@kapitalmenkul.com.tr\/\" data-wpel-link=\"external\" target=\"_blank\" rel=\"nofollow external noopener\">www.kapitalmenkul.com.tr<br \/> <\/a><\/strong><\/strong><a title=\"blocked::mailto:udogan@kapitalmenkul.com.tr\nblocked::http:\/\/www.kapitalmenkul.com.trudogan@kapitalmenkul.com.tr\/\nblocked::mailto:udogan@kapitalmenkul.com.tr\nblocked::http:\/\/www.kapitalmenkul.com.trudogan@kapitalmenkul.com.tr\/\" href=\"mailto:udogan@kapitalmenkul.com.tr\"><strong>udogan@kapitalmenkul.com.tr<\/strong><\/a><\/p>\n<p style=\"text-align: justify\">\n<strong>UYARI: <\/strong>Burada yer alan yat\u0131r\u0131m bilgi, yorum ve tavsiyeleri yat\u0131r\u0131m dan\u0131smanl\u0131g\u0131 kapsam\u0131nda degildir. Yat\u0131r\u0131m dan\u0131smanl\u0131g\u0131 hizmeti; Arac\u0131 kurumlar, portf\u00f6y y\u00f6netim sirketleri, mevduat kabul etmeyen bankalar ile m\u00fcsteri aras\u0131nda imzalanacak yat\u0131r\u0131m dan\u0131smanl\u0131g\u0131 s\u00f6zlesmesi \u00e7er\u00e7evesinde sunulmaktad\u0131r. Burada yer alan yorum ve tavsiyeler, yorum ve tavsiyede bulunanlar\u0131n kisisel g\u00f6r\u00fcslerine dayanmaktad\u0131r. Bu g\u00f6r\u00fcsler, mali durumunuz ile risk ve getiri tercihlerinize uygun olmayabilir. Bu nedenle, sadece burada yer alan bilgilere dayanarak yat\u0131r\u0131m karar\u0131 verilmesi beklentilerinize uygun sonu\u00e7lar dogurmayabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Kurlar risk olu\u015fturmaya ba\u015flad\u0131, dikkatimizi oraya y\u00f6nlendiriyoruz!\u00a0 G\u00fcn i\u00e7i k\u0131sa yorumlar\u0131m i\u00e7in Twitter adresim: @uzeyir_dogan\u00a0 \u00a0 \u00a0 \u00a0 \u00a0\u00d6nceki g\u00fcn S&amp;P karar\u0131yla sert bir \u00e7\u0131k\u0131\u015f&hellip;<\/p>\n","protected":false},"author":1,"featured_media":4711,"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":[],"class_list":["post-5414","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tumyazilar"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/5414","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=5414"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/5414\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/4711"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=5414"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=5414"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=5414"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}