{"id":6050,"date":"2011-10-05T09:49:41","date_gmt":"2011-10-05T06:49:41","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=6050"},"modified":"2011-10-05T09:49:41","modified_gmt":"2011-10-05T06:49:41","slug":"dexia-ilk-ama-son-olmayabilir%e2%80%a6","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/dexia-ilk-ama-son-olmayabilir%e2%80%a6\/","title":{"rendered":"Dexia ilk ama son olmayabilir\u2026"},"content":{"rendered":"<h1 align=\"center\"><span style=\"color: #ff0000\"><strong>Dexia ilk ama son olmayabilir\u2026<\/strong><\/span><\/h1>\n<p style=\"text-align: left\" align=\"center\"><strong>\u0130MKB 30 ANAL\u0130Z\u0130:<\/strong><\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2993416935\"><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\u00a0\u00a0\u00a0\u00a0 D\u00fcn Yunanistan piyasalardan ilk kurban\u0131n\u0131 resmen ald\u0131. Hat\u0131rlanacak olursa haftal\u0131k strateji raporumuzda \u201cPiyasalar Yunanistan\u2019\u0131 bat\u0131ramazsa Yunanistan piyasalar\u0131 bat\u0131racak\u201d ba\u015fl\u0131kl\u0131 bir b\u00f6l\u00fcm yer alm\u0131\u015ft\u0131. Avrupal\u0131 liderlerin gev\u015fek tutumu Avrupa\u2019n\u0131n bankac\u0131l\u0131k devlerinden Dexia\u2019n\u0131n ipinin \u00e7ekilmesine enden oldu. 180 milyar Euro\u2019luk sorunlu varl\u0131k bulundurdu\u011fu ortaya \u00e7\u0131kan Dexia\u2019n\u0131n bu varl\u0131klar\u0131 Fransa ve Bel\u00e7ika\u2019n\u0131n garant\u00f6rl\u00fc\u011f\u00fcnde kurulacak yeni bir bankaya (k\u00f6t\u00fc banka) aktar\u0131lacak, b\u00f6ylece Dexia\u2019n\u0131n faaliyetlerini s\u00fcrd\u00fcrmesi sa\u011flanacak. Dexia sorunu a\u015f\u0131lm\u0131\u015f gibi g\u00f6r\u00fcnse de AB\u2019de sadece bir bankan\u0131n 180 milyar euroluk sorunlu varl\u0131k \u00e7\u0131kartmas\u0131 di\u011fer bankalar\u0131n durumlar\u0131n\u0131n da sorgulanmas\u0131na neden olacakt\u0131r. Bizler Dexia\u2019n\u0131n buz da\u011f\u0131n\u0131n g\u00f6r\u00fcnen k\u0131sm\u0131 oldu\u011funu ve Avrupa\u2019n\u0131n \u00e7ok yak\u0131n bir zamanda daha \u00f6nce dillendirilen ve tutar\u0131 2 trilyon euroyu bulabilece\u011fi s\u00f6ylenen \u201cAlev Kalkan\u0131\u201d projesini bir an \u00f6nce hayata ge\u00e7irmek zorunda kalaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. Fakat burada bildi\u011fimiz koordinasyon sorunun tekrarlanaca\u011f\u0131ndan maalesef eminiz. Dikkat ederseniz Dexia\u2019y\u0131 Fransa ve Bel\u00e7ika h\u00fck\u00fcmeti ipten ald\u0131, yani AB\u2019nin ortak bir inisiyatifi yok. Ortak \u00e7\u00f6z\u00fcm \u00fcretilmesi gereken konularda AB\u2019nin basiretsiz tutumu devam ediyor. Bu tutum devam etti\u011fi s\u00fcrece de AB\u2019deki sorunlara kal\u0131c\u0131 bir \u00e7\u00f6z\u00fcm \u00fcretilmesi imk\u00e2ns\u0131z.<\/p>\n<p style=\"text-align: justify\">\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u0130MKB\u2019ye gelecek olursak d\u00fcn g\u00fcnlerdir izledi\u011fimiz pozitif ayr\u0131\u015fma senaryosu ilk b\u00fcy\u00fck yaras\u0131n\u0131 ald\u0131. Bu konuda d\u00fcnk\u00fc b\u00fcltenimizde uyar\u0131larda bulunmu\u015ftuk. AB kaynakl\u0131 bor\u00e7 ve g\u00fcven sorunu a\u015f\u0131lmad\u0131\u011f\u0131 s\u00fcrece \u0130MKB\u2019nin pozitif ayr\u0131\u015fmas\u0131n\u0131n da bir s\u0131n\u0131r\u0131 olacakt\u0131r. Bu nedenle yurtd\u0131\u015f\u0131 piyasalar\u0131n negatif seyrinin devam etmesi \u0130MKB\u2019de de yeni sat\u0131\u015flar\u0131 beraberinde getirecektir. Teknik olarak bakt\u0131\u011f\u0131m\u0131zda ise d\u00fcn 72,000 alt\u0131na sark\u0131lmas\u0131yla birlikte a\u015fa\u011f\u0131da 69,000 deste\u011finin test edilme ihtimali artt\u0131. Yeniden 72,000 \u00fczerinde kapan\u0131\u015flar g\u00f6rmedi\u011fimiz s\u00fcrece 69,000 deste\u011fine do\u011fru bir geri \u00e7ekilme beklenebilir. 69,000 endekste en g\u00fc\u00e7l\u00fc deste\u011fin olu\u015fmas\u0131n\u0131 bekledi\u011fimiz seviye. Bu seviyenin k\u0131r\u0131lmas\u0131 durumunda \u00e7ok h\u0131zl\u0131 bir \u015fekilde 65,000\u2019e kadar yeni bir gerileme ya\u015fanabilir. Bu nedenle bizler 72,000 \u00fczerinde kapan\u0131\u015f ihtimali do\u011fmad\u0131\u011f\u0131 s\u00fcrece yukar\u0131 y\u00f6nl\u00fc pozisyon bulundurmay\u0131 \u015fimdilik do\u011fru bulmuyoruz.<\/p>\n<p style=\"text-align: justify\">\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>Dexia ilk ama son olmayabilir\u2026 \u0130MKB 30 ANAL\u0130Z\u0130: \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 D\u00fcn Yunanistan piyasalardan ilk kurban\u0131n\u0131 resmen ald\u0131. Hat\u0131rlanacak olursa haftal\u0131k strateji raporumuzda \u201cPiyasalar Yunanistan\u2019\u0131 bat\u0131ramazsa Yunanistan&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-6050","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\/6050","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=6050"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/6050\/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=6050"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=6050"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=6050"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}