{"id":101553,"date":"2026-06-19T08:45:05","date_gmt":"2026-06-19T05:45:05","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/19\/jeopolitik-riskler-ve-sirket-haberleri-borsalarda-yonu-belirliyor"},"modified":"2026-06-19T08:45:05","modified_gmt":"2026-06-19T05:45:05","slug":"jeopolitik-riskler-ve-sirket-haberleri-borsalarda-yonu-belirliyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/06\/19\/jeopolitik-riskler-ve-sirket-haberleri-borsalarda-yonu-belirliyor\/","title":{"rendered":"Jeopolitik riskler ve \u015firket haberleri borsalarda y\u00f6n\u00fc belirliyor"},"content":{"rendered":"<p>Alnus Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan g\u00fcnl\u00fck b\u00fcltende, k\u00fcresel piyasalarda ABD\u2013\u0130ran mutabakat zapt\u0131n\u0131n imzalanmas\u0131n\u0131n risk i\u015ftah\u0131n\u0131 destekledi\u011fi, buna kar\u015f\u0131n \u0130srail\u2019in G\u00fcney L\u00fcbnan\u2019daki askeri varl\u0131\u011f\u0131na ili\u015fkin geli\u015fmelerin ve kar\u015f\u0131l\u0131kl\u0131 sert a\u00e7\u0131klamalar\u0131n jeopolitik riskleri yeniden art\u0131rd\u0131\u011f\u0131 ifade edildi. \u0130srail\u2019in \u00e7ekilmeyece\u011fine y\u00f6nelik s\u00f6ylemleri ile ABD Savunma Bakanl\u0131\u011f\u0131 kanad\u0131ndan gelen a\u00e7\u0131klamalar\u0131n, mutabakat\u0131n s\u00fcrd\u00fcr\u00fclebilirli\u011fine dair endi\u015feleri g\u00fc\u00e7lendirdi\u011fi aktar\u0131ld\u0131.<\/p>\n<p>B\u0130ST100 endeksinin d\u00fcnk\u00fc i\u015flem g\u00fcn\u00fcne 33,16 puanl\u0131k y\u00fckseli\u015fle ba\u015flad\u0131\u011f\u0131, g\u00fcn i\u00e7inde al\u0131mlar\u0131n g\u00fc\u00e7lenmesiyle 14.827,35 seviyesine kadar y\u00fckseldi\u011fi ve seans\u0131 y\u00fczde 2,82 oran\u0131nda art\u0131\u015fla g\u00fcn\u00fcn zirvesinden tamamlad\u0131\u011f\u0131 bildirildi. Endekste i\u015flem hacminin yakla\u015f\u0131k 202,2 milyar TL seviyesinde ger\u00e7ekle\u015fti\u011fi ifade edildi. Endekse en y\u00fcksek pozitif katk\u0131y\u0131 ASELS\u2019in 56,07 puan, DSTKF\u2019nin 50,67 puan ve AKBNK\u2019nin 25,17 puan ile sa\u011flad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p>Yurt i\u00e7i ekonomik veriler taraf\u0131nda may\u0131s ay\u0131 konut sat\u0131\u015flar\u0131n\u0131n 93 bin 333 adet olarak ger\u00e7ekle\u015fti\u011fi, bu rakam\u0131n hem bir \u00f6nceki aya g\u00f6re hem de ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re d\u00fc\u015f\u00fc\u015f g\u00f6sterdi\u011fi ve b\u00f6ylece 2024 Haziran\u2019dan bu yana en d\u00fc\u015f\u00fck seviyenin g\u00f6r\u00fcld\u00fc\u011f\u00fc ifade edildi. T\u00fcrkiye\u2019nin k\u0131sa vadeli d\u0131\u015f bor\u00e7 stokunun Nisan ay\u0131nda 171,6 milyar dolara y\u00fckseldi\u011fi aktar\u0131l\u0131rken, TCMB net rezervlerinin 45,07 milyar dolara geriledi\u011fi ve br\u00fct rezervlerin y\u00fczde 4,6 oran\u0131nda azal\u0131\u015fla 152,1 milyar dolar seviyesine indi\u011fi bildirildi. Ayn\u0131 d\u00f6nemde yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n D\u0130BS taraf\u0131nda 428,8 milyon dolarl\u0131k net al\u0131m yapt\u0131\u011f\u0131, hisse senetlerinde ise 117,8 milyon dolarl\u0131k net \u00e7\u0131k\u0131\u015f ger\u00e7ekle\u015ftirdi\u011fi ifade edildi.<\/p>\n<p>K\u00fcresel tarafta Fed sonras\u0131 olu\u015fan iyimserli\u011fin ABD\u2013\u0130ran mutabakat\u0131 ile g\u00fc\u00e7lendi\u011fi, ancak \u0130srail kaynakl\u0131 gerilimlerin yeniden fiyatlamalara dahil olmas\u0131yla piyasalar\u0131n temkinli seyre ge\u00e7ti\u011fi aktar\u0131ld\u0131. \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n politika faizini y\u00fczde 3,75 seviyesinde sabit b\u0131rakt\u0131\u011f\u0131, buna kar\u015f\u0131l\u0131k para politikas\u0131 komitesinde faiz art\u0131r\u0131m\u0131 y\u00f6n\u00fcnde oy kullanan \u00fcye say\u0131s\u0131n\u0131n artmas\u0131n\u0131n dikkat \u00e7ekti\u011fi ifade edildi. ABD ve Avrupa vadeli endekslerinde negatif g\u00f6r\u00fcn\u00fcm olu\u015furken, Asya-Pasifik piyasalar\u0131n\u0131n kar\u0131\u015f\u0131k bir seyir izledi\u011fi aktar\u0131ld\u0131.<\/p>\n<p>B\u0130ST100 endeksine ili\u015fkin teknik g\u00f6r\u00fcn\u00fcmde 14.915\u201315.000 band\u0131n\u0131n kritik diren\u00e7 b\u00f6lgesi olarak izlendi\u011fi, 15.000 seviyesinin \u00fczerine yerle\u015filmesi durumunda y\u00fckseli\u015f e\u011filiminin devam edebilece\u011fi, buna kar\u015f\u0131l\u0131k 14.915 seviyesi alt\u0131nda kal\u0131c\u0131l\u0131k olu\u015fmas\u0131 halinde d\u00fczeltme hareketlerinin g\u00fcndeme gelebilece\u011fi ifade edildi. 14.600 seviyesinin ise kritik destek konumunda oldu\u011fu aktar\u0131ld\u0131.<\/p>\n<p>V\u0130OP B\u0130ST30 yak\u0131n vadeli kontrat\u0131n 17.180 seviyesinden g\u00fcn\u00fc y\u00fckseli\u015fle tamamlad\u0131\u011f\u0131, yukar\u0131 y\u00f6nl\u00fc hareketlerin devam etmesi halinde 17.315 ve 17.420 seviyelerinin takip edilece\u011fi, olas\u0131 geri \u00e7ekilmelerde ise 17.000, 16.867 ve 16.751 seviyelerinin destek olarak izlenece\u011fi ifade edildi.<\/p>\n<p>Dolar\/TL kurunun 46,43 seviyesinden g\u00fcn\u00fc tamamlad\u0131\u011f\u0131, yeni i\u015flem g\u00fcn\u00fcnde 46,44 seviyelerine yak\u0131n fiyatlamalar\u0131n s\u00fcrd\u00fc\u011f\u00fc ve rekor seviyelere yak\u0131n olunmas\u0131 nedeniyle yukar\u0131 y\u00f6nl\u00fc hareketlerde teknik diren\u00e7lerin net olarak ayr\u0131\u015fmad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p>\u015eirket haberleri taraf\u0131nda MIATK\u2019\u0131n Kuveyt merkezli bir firma ile kamu, savunma ve kritik altyap\u0131 projelerine y\u00f6nelik Mutabakat Zapt\u0131 imzalad\u0131\u011f\u0131, i\u015f birli\u011fi kapsam\u0131nda savunma teknolojileri, siber g\u00fcvenlik, stratejik haberle\u015fme sistemleri ve otonom sistemler gibi alanlarda ortak \u00e7al\u0131\u015fmalar y\u00fcr\u00fct\u00fclmesinin hedeflendi\u011fi ifade edildi.<\/p>\n<p>SAHOL (AKCNS) taraf\u0131nda Ak\u00e7ansa\u2019daki y\u00fczde 39,72 oran\u0131ndaki pay\u0131n Heidelberg Materials AG\u2019ye devrinin 427,88 milyon dolar bedelle tamamland\u0131\u011f\u0131 ve sat\u0131\u015f tutar\u0131n\u0131n pe\u015fin olarak tahsil edildi\u011fi aktar\u0131ld\u0131.<\/p>\n<p>MARKA\u2019da \u015firket aleyhine a\u00e7\u0131lan davada istinaf ba\u015fvurusunun reddedildi\u011fi ve ilk derece mahkemesi karar\u0131n\u0131n hukuken kesinle\u015fti\u011fi ifade edildi. ATEKS\u2019te konkordato talebinin feragat nedeniyle sonland\u0131r\u0131ld\u0131\u011f\u0131 ve komiser heyetinin g\u00f6revine son verildi\u011fi bildirildi.<\/p>\n<p>KBORU taraf\u0131nda Malatya\u2019daki CTP kompozit boru \u00fcretim tesisinde kapasite art\u0131\u015f\u0131n\u0131n tamamland\u0131\u011f\u0131, bu yat\u0131r\u0131m\u0131n y\u0131ll\u0131k yakla\u015f\u0131k 40 milyon dolar ek ciro katk\u0131s\u0131 sa\u011flamas\u0131n\u0131n beklendi\u011fi aktar\u0131ld\u0131. INGRM\u2019nin Veeam ProPartner Summit 2026 etkinli\u011finde \u201cY\u0131l\u0131n En H\u0131zl\u0131 B\u00fcy\u00fcyen Distrib\u00fct\u00f6r\u00fc\u201d \u00f6d\u00fcl\u00fcn\u00fc ald\u0131\u011f\u0131 ifade edildi.<\/p>\n<p>KNFRT\u2019te Konfrut \u00c7ukurova\u2019n\u0131n narenciye i\u015fleme ve so\u011fuk hava deposu yat\u0131r\u0131m\u0131 i\u00e7in yapt\u0131\u011f\u0131 yakla\u015f\u0131k 12 milyon Euro tutar\u0131ndaki te\u015fvik ba\u015fvurusunun onayland\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p>FRIGO taraf\u0131nda sosyal medyada \u015firket hakk\u0131nda yer alan iddialar\u0131n ger\u00e7e\u011fi yans\u0131tmad\u0131\u011f\u0131, t\u00fcm finansal ve operasyonel bilgilerin Kamuyu Ayd\u0131nlatma Platformu \u00fczerinden \u015feffaf \u015fekilde payla\u015f\u0131ld\u0131\u011f\u0131 ve yat\u0131r\u0131mc\u0131lar\u0131n yaln\u0131zca resmi a\u00e7\u0131klamalar\u0131 dikkate almas\u0131 gerekti\u011fi ifade edildi.<\/p>\n<p>GOODY\u2019de \u0130zmit fabrikas\u0131nda 2 Temmuz\u20132 A\u011fustos 2026 tarihleri aras\u0131nda envanter d\u00fczenlemesi nedeniyle \u00fcretime ara verilece\u011fi bildirildi.<\/p>\n<p>EKGYO\u2019nun K\u00fc\u00e7\u00fck\u00e7ekmece Halkal\u0131 projesine ili\u015fkin ihale s\u00fcrecinde ilk oturumun tamamland\u0131\u011f\u0131 ve ikinci oturumun ilerleyen tarihlerde ger\u00e7ekle\u015ftirilece\u011finin bildirildi\u011fi aktar\u0131ld\u0131.<\/p>\n<p>AKFYE taraf\u0131nda TE\u0130A\u015e ile ilgili RES katk\u0131 pay\u0131 davalar\u0131nda \u015firket lehine karar verildi\u011fi, yakla\u015f\u0131k 26 milyon TL ve ek davalarla birlikte toplamda yakla\u015f\u0131k 48 milyon TL tutar\u0131nda iade al\u0131nmas\u0131n\u0131n beklendi\u011fi ifade edildi.<\/p>\n<p>TCELL\u2019de Belarus ba\u011fl\u0131 ortakl\u0131\u011f\u0131n\u0131n sermaye art\u0131r\u0131m\u0131 yap\u0131ld\u0131\u011f\u0131 ve yeni pay alma hakk\u0131n\u0131n tamamen kullan\u0131ld\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p>BINHO\u2019da 1000 \u00d6deme Hizmetleri\u2019nin 15 milyon dolar kar\u015f\u0131l\u0131\u011f\u0131nda sat\u0131\u015f\u0131 tamamland\u0131\u011f\u0131, ayr\u0131ca Mardin\u2019de 10 MWe kapasiteli GES yat\u0131r\u0131m\u0131na ili\u015fkin s\u00f6zle\u015fmenin imzaland\u0131\u011f\u0131 ifade edildi.<\/p>\n<p>KLKIM\u2019de Irak\u2019taki fabrika ve ba\u011fl\u0131 varl\u0131klar\u0131n y\u00fczde 51\u2019inin 12 milyon dolar kar\u015f\u0131l\u0131\u011f\u0131nda devredildi\u011fi, Romanya\u2019da ise \u015firket paylar\u0131n\u0131n sat\u0131n al\u0131nmas\u0131 ve baz\u0131 varl\u0131k sat\u0131\u015flar\u0131n\u0131n tamamland\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p>ASGYO\u2019da Ankara Sincan b\u00f6lgesinde farkl\u0131 parseller i\u00e7in arsa pay\u0131 kar\u015f\u0131l\u0131\u011f\u0131 in\u015faat s\u00f6zle\u015fmelerinin imzaland\u0131\u011f\u0131 ve gelir payla\u015f\u0131m oranlar\u0131n\u0131n \u015firket lehine y\u00fczde 41 olarak belirlendi\u011fi ifade edildi.<\/p>\n<p>BRKVY\u2019de T\u00fcrkiye \u0130\u015f Bankas\u0131 TBB sat\u0131\u015f ihalesinde kazan\u0131lan alacak portf\u00f6y\u00fcne ili\u015fkin devir s\u00fcrecinin tamamland\u0131\u011f\u0131 bildirildi.<\/p>\n<p>SEKUR\u2019da varl\u0131k sat\u0131\u015f\u0131n\u0131 da i\u00e7eren yeniden yap\u0131lanma karar\u0131n\u0131n \u201c\u00f6nemli nitelikte i\u015flem\u201d olarak genel kurul onay\u0131na sunulaca\u011f\u0131 ve ayr\u0131lma hakk\u0131 s\u00fcrecinin g\u00fcndeme gelece\u011fi aktar\u0131ld\u0131.<\/p>\n<p>KGYO\u2019nun veri merkezi yat\u0131r\u0131mlar\u0131na y\u00f6nelik i\u015f geli\u015ftirme \u00e7al\u0131\u015fmalar\u0131na ba\u015flad\u0131\u011f\u0131 ifade edildi.<\/p>\n<p>MEYSU taraf\u0131nda \u015firket ve ortaklar\u0131na y\u00f6nelik iddialara kar\u015f\u0131 su\u00e7 duyurusunda bulunuldu\u011fu ve hukuki s\u00fcrecin ba\u015flat\u0131ld\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p>\u00a0<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 19 Haziran (Hibya) &#8211; Alnus Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan analizde, ABD\u2013\u0130ran mutabakat\u0131na ra\u011fmen \u0130srail kaynakl\u0131 gerilimlerin k\u00fcresel piyasalarda yeniden endi\u015fe yaratt\u0131\u011f\u0131, buna kar\u015f\u0131n risk i\u015ftah\u0131n\u0131n tamamen zay\u0131flamad\u0131\u011f\u0131 ifade edildi.<\/p>\n","protected":false},"author":1,"featured_media":101554,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-101553","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/101553","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=101553"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/101553\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/101554"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=101553"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=101553"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=101553"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}