{"id":6222,"date":"2011-10-10T09:55:22","date_gmt":"2011-10-10T06:55:22","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=6222"},"modified":"2011-10-10T09:55:30","modified_gmt":"2011-10-10T06:55:30","slug":"disarisi-toparlanacak-mi","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/disarisi-toparlanacak-mi\/","title":{"rendered":"D\u0131\u015far\u0131s\u0131 Toparlanacak m\u0131?"},"content":{"rendered":"<p>Yunanistan\u2019\u0131n durumu h\u00e2l\u00e2 netle\u015fmedi. Fransa ve Bel\u00e7ika h\u00fck\u00fcmetleri Dexia\u2019y\u0131 kurtarmak i\u00e7in el s\u0131k\u0131\u015ft\u0131. T\u00fcm\u00a0<span><strong>bu<\/strong><\/span>geli\u015fmeler sadece hikayeyi uzatacak. Bu uzatma asl\u0131nda piyasalara biraz nefes ald\u0131rabilir. K\u0131sa vadede hisse senedi piyasalar\u0131nda toparlanma ya\u015fanabilir.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-3046051210\"><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>Ge\u00e7ti\u011fimiz haftan\u0131n sonunda AB \u00fclkelerinden gelen haberler piyasalardaki volatiliteyi daha da artt\u0131rd\u0131. AB\u2019nin 3\u2019\u00fcnc\u00fc b\u00fcy\u00fck ekonomisi \u0130talya ve 4\u2019\u00fcnc\u00fc b\u00fcy\u00fck ekonomisi \u0130spanya\u2019n\u0131n notlar\u0131n\u0131n Fitch taraf\u0131ndan d\u00fc\u015f\u00fcr\u00fclmesi, Cuma g\u00fcn\u00fc piyasalar kapand\u0131ktan sonra Moody\u2019s\u2019in Bel\u00e7ika\u2019n\u0131n notunu olas\u0131\u00a0<span><strong>bir<\/strong><\/span>\u00a0d\u00fc\u015f\u00fc\u015f i\u00e7in izlemeye ald\u0131\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131 moralleri bozdu.<\/p>\n<p>Moralleri ge\u00e7ti\u011fimiz hafta ba\u015f\u0131nda y\u00fckselten neydi? Avrupa bankalar\u0131n\u0131n sermayelerinin artt\u0131r\u0131laca\u011f\u0131 haberiydi. Her ne kadar Financial Times\u2019\u0131n haberine dayand\u0131r\u0131lan ve piyasalar\u0131n da ho\u015funa giden bir\u00a0<span><strong>haber<\/strong><\/span>\u00a0olarak arkas\u0131 \u00e7ok da sorgulanmasa da piyasalar\u0131n toparlanmas\u0131na yetmi\u015fti. Hafta i\u00e7inde Merkel\u2019in de buna itiraz etmeyen s\u00f6ylemleriyle bu ihtimal herkesin kafas\u0131na yatm\u0131\u015f, adeta g\u00fcnah ke\u00e7isi haline getirilen Dexia ile ilgili k\u00f6t\u00fc haberler de s\u00fcmen alt\u0131 edilmeye \u00e7al\u0131\u015f\u0131lm\u0131\u015ft\u0131.<\/p>\n<p><img decoding=\"async\" src=\"http:\/\/fotograf.gazetevatan.com\/newpics\/news\/091020112133174895228_3.jpg\" alt=\"\" align=\"right\" \/><\/p>\n<p>Halen daha kom\u015funun\u00a0<span><strong>durumu<\/strong><\/span>\u00a0netle\u015fmi\u015f de\u011fil. Zira kom\u015funun bor\u00e7lar\u0131nda bir tenzilat yap\u0131lmadan bankalar\u0131n sermayeleri artt\u0131r\u0131lacak olur ise bu bir i\u015fe yaramayacakt\u0131r. Zira Yunanistan\u2019\u0131n bor\u00e7lar\u0131ndaki bir indirim sonras\u0131nda banka bilan\u00e7olar\u0131nda yeniden yaralar a\u00e7\u0131lacakt\u0131r. Peki AB o zaman ne yapacak?<\/p>\n<p>Yeniden sermayelendirme mi?<\/p>\n<p>Nereye kadar?<\/p>\n<p>Yeniden stres testi, yeniden sermayelendirme, yine stres testi, yine&#8230; Bitmez bu hikaye&#8230; Hele ki bu hafta sonu toplanan (bu yaz\u0131 yaz\u0131ld\u0131\u011f\u0131 s\u0131rada karar netle\u015fmemi\u015fti) Dexia Y\u00f6netim Kurulu\u2019nun ald\u0131\u011f\u0131 kararlar\u0131n Fransa\u00a0<span><strong>ve<\/strong><\/span>\u00a0(notu d\u00fc\u015f\u00fcr\u00fclecek olan) Bel\u00e7ika taraf\u0131ndan (bu arada 1.5 y\u0131ld\u0131r h\u00fck\u00fcmet kuramayan ve Valon-Flaman diye ikiye ayr\u0131lmay\u0131 tart\u0131\u015fan bir \u00fclke) \u201ckurtar\u0131l\u0131p kurtar\u0131lmayaca\u011f\u0131\u201d hikayeyi sadece uzatacak.<\/p>\n<p>Bu uzatma asl\u0131nda piyasalara biraz nefes ald\u0131rabilir ve k\u0131sa vadede ba\u015fta Avrupa piyasalar\u0131 olmak \u00fczere hisse senedi piyasalar\u0131nda k\u0131sa vadeli de olsa bir toparlanmay\u0131 sa\u011flayabilir!<\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2371384996\"><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>Ge\u00e7ti\u011fimiz haftay\u0131 50 g\u00fcnl\u00fck HO\u2019s\u0131n\u0131n \u00fczerinde kapatmay\u0131 ba\u015faran Dow Jones endeksi de bunu az \u00e7ok destekler nitelikte!<\/p>\n<p>\u00d6nceki Cuma g\u00fcn\u00fc 5.650\u2019den ge\u00e7en 50 g\u00fcnl\u00fck HO\u2019n\u0131n \u00fczerine \u00e7\u0131karak 5.675\u2019ten kapatan Alman DAX Endeksi \u00f6n\u00fcm\u00fczdeki g\u00fcnlerde ilk a\u015famada 5.940 ard\u0131ndan da 6.250 seviyelerine kadar y\u00fckselebilir!<\/p>\n<p>\u00d6nemli bir d\u00fczeltme DAX\u2019\u0131 bekliyor. Zira en az iki kez dip g\u00f6ren ve bunun alt\u0131na inemeyen Alman DAX endeksindeki b\u00f6ylesi bir toparlanma d\u00fc\u015f\u00fc\u015fe direnen ve di\u011fer piyasalardan \u2018pozitif ayr\u0131\u015fan\u2019 \u0130MKB\u2019nin de 50 g\u00fcnl\u00fck HO\u2019n\u0131n alt\u0131na d\u00fc\u015fmemek i\u00e7in g\u00f6sterdi\u011fi \u201cdireni\u015fine g\u00fc\u00e7 verecektir\u201d.<\/p>\n<p>Ge\u00e7ti\u011fimiz haftan\u0131n kapan\u0131\u015f\u0131nda ABD\u2019den gelen ve beklentilerin (50.5) iyi gelen ISM (51.6 a\u00e7\u0131kland\u0131) verisi de bu hafta AB cephesindeki \u2018umut veren\u2019 a\u00e7\u0131klamalarla birle\u015fince ABD piyasalar\u0131nda da bir toparlanma yaratacakt\u0131r.<\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-1898568151\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"1818807385\"\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>\u00d6n\u00fcm\u00fczdeki aylarda yeni d\u00fc\u015f\u00fckler g\u00f6r\u00fclecek mi? Cevab\u0131 evet, ancak k\u0131sa vadede \u00f6nemli bir toparlanma piyasalar\u0131 bekliyor gibi. Uzun s\u00fcrmese de keyfini \u00e7\u0131karmakta fayda var!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Yunanistan\u2019\u0131n durumu h\u00e2l\u00e2 netle\u015fmedi. Fransa ve Bel\u00e7ika h\u00fck\u00fcmetleri Dexia\u2019y\u0131 kurtarmak i\u00e7in el s\u0131k\u0131\u015ft\u0131. T\u00fcm\u00a0bugeli\u015fmeler sadece hikayeyi uzatacak. Bu uzatma asl\u0131nda piyasalara biraz nefes ald\u0131rabilir. K\u0131sa&hellip;<\/p>\n","protected":false},"author":19,"featured_media":910,"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-6222","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\/6222","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\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=6222"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/6222\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/910"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=6222"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=6222"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=6222"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}