A1 Capital taraf\u0131ndan yay\u0131mlanan analizde,k\u00fcresel piyasalarda ABD\u2013\u0130ran hatt\u0131ndaki yumu\u015fama, PMI verileri ve Fed beklentilerinin fiyatlamalar \u00fczerinde belirleyici oldu\u011fu ifade edildi.<\/p>\n
Piyasalarda ABD\u2013\u0130ran hatt\u0131ndaki yumu\u015famaya olumlu tepki verildi\u011fi ancak PMI verileri ve Fed beklentileri nedeniyle \u201ctam rahatlama\u201d moduna ge\u00e7ilemedi\u011fi aktar\u0131ld\u0131. Petrol taraf\u0131nda jeopolitik risk priminin \u00e7\u00f6z\u00fclmeye ba\u015flad\u0131\u011f\u0131, Avrupa i\u00e7in enerji maliyet bask\u0131s\u0131n\u0131n azald\u0131\u011f\u0131 ifade edilirken; dolar\u0131n g\u00fc\u00e7lenmesi, Fed faiz art\u0131r\u0131m\u0131 beklentisinin y\u00fckselmesi ve teknoloji hisselerindeki sat\u0131\u015flar\u0131n risk i\u015ftah\u0131n\u0131 s\u0131n\u0131rlad\u0131\u011f\u0131 belirtildi.<\/p>\n
ABD\u2013\u0130ran s\u00fcrecinde ABD\u2019nin \u0130ran\u2019a y\u00f6nelik baz\u0131 petrol yapt\u0131r\u0131mlar\u0131n\u0131 60 g\u00fcnl\u00fc\u011f\u00fcne gev\u015fetti\u011fi ve \u0130ran petrol sat\u0131\u015flar\u0131na ge\u00e7ici izin verildi\u011fi ifade edildi. Bu durumun \u0130ran petrol\u00fcn\u00fcn yeniden piyasaya d\u00f6nebilece\u011fi ve H\u00fcrm\u00fcz riskinin azalabilece\u011fi alg\u0131s\u0131n\u0131 destekledi\u011fi aktar\u0131l\u0131rken, \u0130ran\u2019\u0131n dondurulmu\u015f varl\u0131klar\u0131 ve n\u00fckleer denetimler konusunda taraflar aras\u0131nda g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fc belirtildi. \u0130ran\u2019\u0131n yakla\u015f\u0131k 12 milyar dolarl\u0131k dondurulmu\u015f varl\u0131k \u00fczerinde tek ba\u015f\u0131na tasarruf yetkisi talep etti\u011fi, ABD\u2019nin ise bunun belirli kanallar ve ama\u00e7lar do\u011frultusunda kullan\u0131lmas\u0131n\u0131 istedi\u011fi ifade edilerek m\u00fczakerelerde detay pazarl\u0131klar\u0131n devam etti\u011fi aktar\u0131ld\u0131.<\/p>\n
PMI verilerinde ABD ekonomisinin g\u00fc\u00e7l\u00fc seyrini korudu\u011fu, Avrupa\u2019n\u0131n ise zay\u0131f kald\u0131\u011f\u0131 ifade edildi. ABD imalat PMI\u2019\u0131n 55,7 ile May\u0131s 2022\u2019den bu yana en y\u00fcksek seviyeye \u00e7\u0131kt\u0131\u011f\u0131 ancak bunun tamamen sa\u011fl\u0131kl\u0131 talep kaynakl\u0131 olmad\u0131\u011f\u0131, sipari\u015flerin \u00f6ne \u00e7ekilmesinden kaynaklanabilece\u011fi aktar\u0131ld\u0131. Avrupa\u2019da bile\u015fik PMI\u2019\u0131n 49,5 ile 50\u2019nin alt\u0131nda kald\u0131\u011f\u0131, Almanya\u2019n\u0131n 48,0 ile 18 ay\u0131n en zay\u0131f seviyesine geriledi\u011fi, \u0130ngiltere hizmet PMI\u2019\u0131n 48,7 ile sert daralma g\u00f6sterdi\u011fi ifade edildi.<\/p>\n
Bu verilerin piyasa yans\u0131mas\u0131nda ABD\u2019nin Fed\u2019i rahats\u0131z edecek kadar diren\u00e7li oldu\u011fu, Avrupa\u2019n\u0131n ise ECB\u2019ye ileride daha fazla gev\u015feme alan\u0131 a\u00e7t\u0131\u011f\u0131 aktar\u0131ld\u0131. Bu nedenle dolar endeksinin 101,4 ile 13 ay\u0131n zirvesine yak\u0131n seyretti\u011fi, euro ve sterlinin bask\u0131 alt\u0131nda kald\u0131\u011f\u0131, Japon yeninin ise 161,5 seviyelerine kadar zay\u0131flad\u0131\u011f\u0131 ifade edildi.<\/p>\n
Tahvil piyasalar\u0131nda k\u0131sa vadede Fed s\u0131k\u0131la\u015fma beklentilerinin, uzun vadede ise b\u00fcy\u00fcme ve risk i\u015ftah\u0131 endi\u015felerinin etkili oldu\u011fu belirtilerek kar\u0131\u015f\u0131k bir g\u00f6r\u00fcn\u00fcm olu\u015ftu\u011fu aktar\u0131ld\u0131. Hisse senetlerinde ABD\u2019de teknoloji \u00f6nc\u00fcl\u00fc\u011f\u00fcnde sat\u0131\u015flar g\u00f6r\u00fcld\u00fc\u011f\u00fc, S&P 500\u2019\u00fcn y\u00fczde 1,4, Nasdaq\u2019\u0131n y\u00fczde 2,2 geriledi\u011fi ifade edildi. Asya ve Avrupa piyasalar\u0131nda da dalgal\u0131 ve zay\u0131f risk i\u015ftah\u0131 g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn s\u00fcrd\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n
Emtia taraf\u0131nda petrol fiyatlar\u0131n\u0131n d\u00f6rt ay\u0131n dip seviyelerine yak\u0131n seyretti\u011fi, ABD\u2013\u0130ran g\u00f6r\u00fc\u015fmelerinin ilerlemesi halinde arz art\u0131\u015f\u0131 beklentisinin fiyatlar\u0131 bask\u0131lad\u0131\u011f\u0131 ifade edildi. Alt\u0131n ve g\u00fcm\u00fc\u015fte ise g\u00fc\u00e7l\u00fc dolar ve Fed beklentileri nedeniyle sat\u0131\u015f bask\u0131s\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fc, alt\u0131n\u0131n 4.067 dolar\/ons seviyesine geriledi\u011fi aktar\u0131ld\u0131.<\/p>\n
Genel de\u011ferlendirmede k\u00fcresel piyasalar\u0131n jeopolitik riskten \u00e7\u0131karak yeniden \u201cFed, dolar ve b\u00fcy\u00fcme\u201d eksenine d\u00f6nd\u00fc\u011f\u00fc ifade edildi.<\/p>\n
Ayr\u0131ca ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n benzin fiyatlar\u0131n\u0131n d\u00fc\u015f\u00fcr\u00fclmesi i\u00e7in Adalet Bakanl\u0131\u011f\u0131\u2019n\u0131 harekete ge\u00e7irdi\u011fini ifade etti\u011fi, petrol \u015firketlerinin fiyatlar\u0131 d\u00fc\u015f\u00fcrmemesi halinde soru\u015fturma talimat\u0131 verdi\u011fini s\u00f6yledi\u011fi aktar\u0131ld\u0131. Trump\u2019\u0131n \u0130ran\u2019\u0131n n\u00fckleer s\u00fcre\u00e7te taviz verdi\u011fine dair a\u00e7\u0131klamalar yapt\u0131\u011f\u0131 ancak \u0130ran taraf\u0131n\u0131n bunu reddetti\u011fi belirtildi. ABD Senatosu\u2019nun \u0130ran\u2019a y\u00f6nelik sava\u015f yetkileri konusunda karar ald\u0131\u011f\u0131, H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n uluslararas\u0131 stat\u00fcs\u00fcne ili\u015fkin tart\u0131\u015fmalar\u0131n s\u00fcrd\u00fc\u011f\u00fc ifade edildi. ABD Enerji Bakanl\u0131\u011f\u0131\u2019n\u0131n n\u00fckleer reakt\u00f6r projelerine 17,5 milyar dolar kredi deste\u011fi sa\u011flayaca\u011f\u0131 aktar\u0131ld\u0131. \u00c7inli Alibaba\u2019n\u0131n Pentagon\u2019a dava a\u00e7t\u0131\u011f\u0131, BOJ tutanaklar\u0131nda daha h\u0131zl\u0131 faiz art\u0131\u015f\u0131 \u00e7a\u011fr\u0131lar\u0131n\u0131n yer ald\u0131\u011f\u0131 ve Japonya\u2019da enflasyon bask\u0131lar\u0131n\u0131n artt\u0131\u011f\u0131 ifade edildi.<\/p>\n
ARCLK, \u015firket ile Whirlpool EMEA Holdings LLC aras\u0131nda 40.000.000 EUR \u00f6deme kar\u015f\u0131l\u0131\u011f\u0131nda Rusya\u2019daki Indesit International JSC ve Whirlpool RUS LLC\u2019nin sat\u0131n al\u0131m\u0131na ili\u015fkin y\u00fck\u00fcml\u00fcl\u00fcklerin sona erdirilmesine y\u00f6nelik s\u00f6zle\u015fme imzaland\u0131\u011f\u0131 ve \u00f6demenin yap\u0131larak i\u015flemin tamamland\u0131\u011f\u0131 ifade edildi, ayr\u0131ca Whirlpool\u2019un Beko Europe B.V. sermayesindeki y\u00fczde 25 hissesinin 71,45 milyon EUR kar\u015f\u0131l\u0131\u011f\u0131nda devral\u0131nd\u0131\u011f\u0131 ve ortakl\u0131k yap\u0131s\u0131n\u0131n de\u011fi\u015fti\u011fi aktar\u0131ld\u0131, \u015firketin geri al\u0131nan paylar\u0131n\u0131n Whirlpool EMEA Holdings LLC\u2019ye sat\u0131ld\u0131\u011f\u0131 ve bu i\u015flemlerin \u00f6zkaynaklar ve ge\u00e7mi\u015f y\u0131l k\u00e2rlar\u0131 \u00fczerinde etkiler olu\u015fturdu\u011fu belirtildi.<\/p>\n
BLUME, in\u015faat ve \u00fcretim alan\u0131nda yap\u0131lan stratejik yat\u0131r\u0131mlarla faaliyetlerin geni\u015fletildi\u011fi, ABD\u2019ye ilk ihracat\u0131n ger\u00e7ekle\u015ftirildi\u011fi ve 2026\u20132027 d\u00f6neminde ABD, Avrupa Birli\u011fi ve \u0130ngiltere pazarlar\u0131nda b\u00fcy\u00fcme hedeflendi\u011fi aktar\u0131ld\u0131.<\/p>\n
BRISA, \u0130zmit fabrikas\u0131nda planl\u0131 bak\u0131m nedeniyle 28.06.2026\u201307.07.2026 tarihleri aras\u0131nda \u00fcretime ara verilece\u011fi, Aksaray fabrikas\u0131nda \u00fcretimin devam edece\u011fi ifade edildi.<\/p>\n
EUPWR, Europower Enerji paylar\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 8\u2019ine denk gelen 52.800.000 adet B grubu pay\u0131n sat\u0131\u015f\u0131na ili\u015fkin takas i\u015fleminin tamamland\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
HATSN, yurt d\u0131\u015f\u0131 gemi tamir bak\u0131m s\u00f6zle\u015fmesinin ba\u015far\u0131yla teslim edildi\u011fi ve toplam bedelin 3.343.600 USD oldu\u011fu ifade edildi.<\/p>\n
HEKTS, OYAK taraf\u0131ndan Hekta\u015f sermayesinin y\u00fczde 7 ve ard\u0131ndan y\u00fczde 8,5\u2019ine denk gelen pay sat\u0131\u015flar\u0131n\u0131n ger\u00e7ekle\u015ftirildi\u011fi, i\u015flemlerin h\u0131zland\u0131r\u0131lm\u0131\u015f talep toplama y\u00f6ntemiyle fiyatland\u0131r\u0131ld\u0131\u011f\u0131 ve HSBC\u2019nin koordinat\u00f6r olarak yer ald\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
ISCTR, takipteki kredi portf\u00f6y\u00fcn\u00fcn 727,1 milyon TL bedelle varl\u0131k y\u00f6netim \u015firketlerine devredildi\u011fi ifade edildi.<\/p>\n
KAPLM, ortaklar taraf\u0131ndan 160 milyon TL sermaye avans\u0131 aktar\u0131ld\u0131\u011f\u0131 ve toplam tutar\u0131n 1,13 milyar TL\u2019ye ula\u015ft\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
KRDMA, KRDMB, KRDMD, Amsted Rail ile k\u00fcresel tedarik ve yeniden sat\u0131\u015f s\u00f6zle\u015fmesi imzaland\u0131\u011f\u0131, Kuzey, Orta ve G\u00fcney Amerika\u2019da m\u00fcnhas\u0131r da\u011f\u0131t\u0131m yetkisi verildi\u011fi ifade edildi.<\/p>\n
MARBL, Bal\u0131kesir\u2019deki maden oca\u011f\u0131 ruhsat\u0131n\u0131n maliyet ve verimlilik gerek\u00e7eleriyle terk edilmesine karar verildi\u011fi, \u00fcretim kapasitesine olumsuz etkisinin beklenmedi\u011fi aktar\u0131ld\u0131.<\/p>\n
OZKGY, Antalya Kemer\u2019deki proje alan\u0131n\u0131n y\u00fczde 100 ba\u011fl\u0131 ortakl\u0131\u011fa ayni sermaye olarak devredilmesine karar verildi\u011fi ifade edildi.<\/p>\n
RUBNS, y\u00f6netim kurulu ba\u015fkan\u0131 taraf\u0131ndan 677,7 milyon TL sermaye avans\u0131 aktar\u0131ld\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
BERA, pay al\u0131m-sat\u0131m i\u015flemleri sonucunda \u015firket sermayesindeki pay oran\u0131n\u0131n y\u00fczde 4,34\u2019e ula\u015ft\u0131\u011f\u0131 ifade edildi.<\/p>\n
BIGCH, yat\u0131r\u0131m fonu i\u015flemleri sonucunda \u015firketteki pay oran\u0131n\u0131n y\u00fczde 6,691 seviyesine \u00e7\u0131kt\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
BINHO, yat\u0131r\u0131mc\u0131lar\u0131n farkl\u0131 al\u0131m-sat\u0131m i\u015flemleri ger\u00e7ekle\u015ftirdi\u011fi, baz\u0131 yat\u0131r\u0131mc\u0131lar\u0131n pay oranlar\u0131n\u0131 art\u0131rd\u0131\u011f\u0131, baz\u0131 yat\u0131r\u0131mc\u0131lar\u0131n ise paylar\u0131n\u0131 tamamen devretti\u011fi ifade edildi.<\/p>\n
DAPGM, pay sat\u0131\u015flar\u0131 sonucunda ortakl\u0131k oranlar\u0131nda d\u00fc\u015f\u00fc\u015f ger\u00e7ekle\u015fti\u011fi aktar\u0131ld\u0131.<\/p>\n
DMRGD, fon portf\u00f6y\u00fcndeki pay sat\u0131\u015flar\u0131 sonucunda \u015firket sermayesindeki pay oran\u0131n\u0131n y\u00fczde 0\u2019a d\u00fc\u015ft\u00fc\u011f\u00fc ifade edildi.<\/p>\n
GOKNR, k\u00fc\u00e7\u00fck \u00f6l\u00e7ekli pay sat\u0131\u015f\u0131yla ortakl\u0131k oran\u0131nda de\u011fi\u015fim oldu\u011fu aktar\u0131ld\u0131.<\/p>\n
MACKO, Mediazz ve Matchzone taraf\u0131ndan Mackolik hisselerinde al\u0131m yap\u0131ld\u0131\u011f\u0131 ve pay oranlar\u0131n\u0131n artt\u0131\u011f\u0131 ifade edildi.<\/p>\n
MAGEN, k\u00fc\u00e7\u00fck \u00f6l\u00e7ekli pay al\u0131m\u0131yla sermayedeki pay oran\u0131n\u0131n y\u00fczde 0,322\u2019ye y\u00fckseldi\u011fi aktar\u0131ld\u0131.<\/p>\n
SEKUR, pay sat\u0131\u015f i\u015flemiyle \u015firket sermayesindeki pay oran\u0131n\u0131n y\u00fczde 27,18\u2019e ula\u015ft\u0131\u011f\u0131 ifade edildi.<\/p>\n
FLAP, \u015firket sermayesinin y\u00fczde 326,666 oran\u0131nda art\u0131r\u0131larak 93,75 milyon TL\u2019den 400 milyon TL\u2019ye \u00e7\u0131kar\u0131lmas\u0131na karar verildi\u011fi aktar\u0131ld\u0131.<\/p>\n
\u00a0<\/p>\n
<\/strong> \u0130stanbul, 24 Haziran (Hibya) – A1 Capital yay\u0131mlad\u0131\u011f\u0131 de\u011ferlendirmede, k\u00fcresel piyasalarda ABD\u2013\u0130ran hatt\u0131ndaki yumu\u015faman\u0131n petrol fiyatlar\u0131nda bask\u0131y\u0131 art\u0131r\u0131rken risk i\u015ftah\u0131n\u0131 k\u0131smen destekledi\u011fini ancak PMI verileri ve Fed beklentilerinin \u201ctam rahatlama\u201d s\u00fcrecini engelledi\u011fini ifade etti.<\/p>\n","protected":false},"author":1,"featured_media":103967,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-103966","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/103966","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=103966"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/103966\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/103967"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=103966"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=103966"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=103966"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"