Alnus Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan g\u00fcnl\u00fck analizde, yeni haftan\u0131n hem yurt i\u00e7inde hem de k\u00fcresel piyasalarda yo\u011fun bir g\u00fcndemle ba\u015flad\u0131\u011f\u0131 ifade edildi. Raporda, piyasalar\u0131n oda\u011f\u0131nda Ankara’da ger\u00e7ekle\u015ftirilecek NATO Zirvesi ile ABD-\u0130ran teknik m\u00fczakerelerine ili\u015fkin geli\u015fmelerin bulundu\u011fu belirtilirken, BIST 100 endeksinin g\u00fcne al\u0131c\u0131l\u0131 ba\u015flamas\u0131n\u0131n beklendi\u011fi aktar\u0131ld\u0131.<\/p>\n
Raporda, BIST 100 endeksinin ge\u00e7ti\u011fimiz haftan\u0131n son i\u015flem g\u00fcn\u00fcne k\u00fcresel risk i\u015ftah\u0131ndaki art\u0131\u015f\u0131n etkisiyle 56,70 puan y\u00fckseli\u015fle ba\u015flad\u0131\u011f\u0131, g\u00fcn i\u00e7erisinde 14.511,73 seviyesini test etti\u011fi ancak haziran ay\u0131 enflasyon verilerinin ard\u0131ndan \u00f6zellikle bankac\u0131l\u0131k hisselerinde g\u00f6r\u00fclen sat\u0131\u015f bask\u0131s\u0131yla 14.372,14 puana kadar geriledi\u011fi ifade edildi. Endeksin g\u00fcn\u00fc y\u00fczde 0,26 d\u00fc\u015f\u00fc\u015fle 14.417,91 puandan tamamlad\u0131\u011f\u0131, i\u015flem hacminin ise yakla\u015f\u0131k 192,6 milyar TL olarak ger\u00e7ekle\u015fti\u011fi bildirildi. Endekse puan baz\u0131nda en fazla negatif katk\u0131y\u0131 ise AKBNK, ODINE ve YKBNK hisselerinin yapt\u0131\u011f\u0131 kaydedildi.<\/p>\n
Raporda, yurt i\u00e7i veri g\u00fcndeminde haziran ay\u0131 enflasyon rakamlar\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi. T\u00dcFE’nin ayl\u0131k bazda y\u00fczde 0,99 artt\u0131\u011f\u0131, baz etkisiyle y\u0131ll\u0131k enflasyonun y\u00fczde 32,61’den y\u00fczde 32,11’e geriledi\u011fi aktar\u0131ld\u0131. \u00dcretici fiyat endeksinde ise ayl\u0131k y\u00fczde 1,80 art\u0131\u015f ya\u015fan\u0131rken, y\u0131ll\u0131k Y\u0130-\u00dcFE’nin y\u00fczde 28,90’dan y\u00fczde 28,09 seviyesine d\u00fc\u015ft\u00fc\u011f\u00fc ifade edildi.<\/p>\n
Alnus Yat\u0131r\u0131m de\u011ferlendirmesinde, Ticaret Bakan\u0131 \u00d6mer Bolat taraf\u0131ndan a\u00e7\u0131klanan d\u0131\u015f ticaret verilerine de yer verildi. Haziran ay\u0131nda ihracat\u0131n 24,9 milyar dolar, ithalat\u0131n ise 35,3 milyar dolar olarak ger\u00e7ekle\u015fti\u011fi, b\u00f6ylece d\u0131\u015f ticaret a\u00e7\u0131\u011f\u0131n\u0131n 10,4 milyar dolara ula\u015ft\u0131\u011f\u0131 belirtildi.<\/p>\n
K\u00fcresel piyasalara ili\u015fkin de\u011ferlendirmelerde ise ABD Ba\u015fkan\u0131 Donald Trump’\u0131n \u0130ran ile y\u00fcr\u00fct\u00fclen m\u00fczakerelere ili\u015fkin olumlu a\u00e7\u0131klamalar\u0131n\u0131n hafta kapan\u0131\u015f\u0131nda risk i\u015ftah\u0131n\u0131 destekledi\u011fi ifade edildi. Ayr\u0131ca Asya ve Avrupa’dan gelen beklentilerin \u00fczerindeki hizmet PMI verilerinin de riskli varl\u0131klara al\u0131m getirdi\u011fi aktar\u0131ld\u0131.<\/p>\n
Bununla birlikte \u0130ran cephesinden gelen a\u00e7\u0131klamalar\u0131n jeopolitik risklerin tamamen ortadan kalkmad\u0131\u011f\u0131na i\u015faret etti\u011fi vurguland\u0131. \u0130ran Meclis Ba\u015fkan\u0131 Muhammed Bag\u0131r Kalibaf’\u0131n ABD’nin H\u00fcrm\u00fcz Bo\u011faz\u0131’na m\u00fcdahalesine izin vermeyeceklerini s\u00f6yledi\u011fi, ABD ve \u0130srail’in taahh\u00fctlerini yerine getirmemesi halinde \u0130ran’\u0131n gerekli g\u00f6rd\u00fc\u011f\u00fc tedbirleri yeniden uygulamaya koyaca\u011f\u0131n\u0131 ifade etti\u011fi aktar\u0131ld\u0131. \u0130ran Ordu Komutan\u0131 T\u00fcmgeneral Hatemi’nin de eski lider Ali Hamaney’in intikam\u0131n\u0131n al\u0131naca\u011f\u0131 y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131n\u0131n b\u00f6lgedeki gerilimin s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etti\u011fi de\u011ferlendirildi.<\/p>\n
Raporda yeni haftaya ili\u015fkin de\u011ferlendirmelerde ise ABD Ba\u015fkan\u0131 Donald Trump’\u0131n, \u0130ran’\u0131n eski dini lideri Ali Hamaney’in cenaze t\u00f6reni nedeniyle ABD-\u0130ran teknik m\u00fczakerelerinde \u00f6ng\u00f6r\u00fclen 60 g\u00fcnl\u00fck s\u00fcrenin 10 g\u00fcn uzat\u0131ld\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131\u011f\u0131 hat\u0131rlat\u0131ld\u0131. Buna kar\u015f\u0131n \u0130ran Meclis Ba\u015fkan\u0131 Kalibaf’\u0131n ABD ile bar\u0131\u015f i\u00e7inde olmad\u0131klar\u0131n\u0131 ve \u0130srail’i resmen tan\u0131mayacaklar\u0131n\u0131 yineledi\u011fi belirtildi.<\/p>\n
Alnus Yat\u0131r\u0131m, piyasalar\u0131n en \u00f6nemli g\u00fcndem maddesinin Ankara’da ba\u015flayacak NATO Zirvesi oldu\u011funu ifade etti. ABD vadeli endeksleri ile Asya-Pasifik piyasalar\u0131n\u0131n kar\u0131\u015f\u0131k, Avrupa vadeli endekslerinin ise negatif seyir izledi\u011fi belirtilerek BIST 100 endeksinin g\u00fcne al\u0131c\u0131l\u0131 ba\u015flamas\u0131n\u0131n beklendi\u011fi aktar\u0131ld\u0131.<\/p>\n
Raporda, yurt i\u00e7inde makroekonomik veri ak\u0131\u015f\u0131n\u0131n bulunmad\u0131\u011f\u0131 ancak haziran enflasyonunun ard\u0131ndan T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n para politikas\u0131na y\u00f6nelik beklentilerin, ekonomi y\u00f6netiminden gelecek a\u00e7\u0131klamalar\u0131n ve NATO Zirvesi kapsam\u0131nda Cumhurba\u015fkan\u0131 Recep Tayyip Erdo\u011fan ile ABD Ba\u015fkan\u0131 Donald Trump aras\u0131nda yap\u0131lmas\u0131 beklenen g\u00f6r\u00fc\u015fmenin piyasalar a\u00e7\u0131s\u0131ndan yak\u0131ndan takip edilece\u011fi ifade edildi.<\/p>\n
K\u00fcresel tarafta ise Almanya fabrika sipari\u015fleri, Euro B\u00f6lgesi perakende sat\u0131\u015f verileri ile ABD’de a\u00e7\u0131klanacak hizmet ve imalat d\u0131\u015f\u0131 PMI verilerinin takip edilece\u011fi belirtilirken, NATO Zirvesi, ABD-\u0130ran teknik m\u00fczakereleri ve b\u00fcy\u00fck merkez bankalar\u0131n\u0131n para politikalar\u0131na ili\u015fkin beklentilerin fiyatlamalarda belirleyici olabilece\u011fi de\u011ferlendirildi.<\/p>\n
\u015eirket haberleri taraf\u0131nda AKCNS i\u00e7in Heidelberg Materials AG’nin, Sabanc\u0131 Holding’in Ak\u00e7ansa’daki y\u00fczde 39,72 oran\u0131ndaki pay devrine ili\u015fkin SPK ba\u015fvurusunun sonu\u00e7land\u0131\u011f\u0131, Kurulun s\u00f6z konusu i\u015flem nedeniyle zorunlu pay al\u0131m teklifini do\u011furan bir durum olu\u015fmad\u0131\u011f\u0131 y\u00f6n\u00fcnde karar verdi\u011fi, buna kar\u015f\u0131n daha \u00f6nce yap\u0131lan zorunlu pay al\u0131m teklifi ba\u015fvurusunun s\u00fcrd\u00fc\u011f\u00fc ve onay\u0131n ard\u0131ndan teklif fiyat\u0131 ile takvimin a\u00e7\u0131klanaca\u011f\u0131 aktar\u0131ld\u0131. DCTTR i\u00e7in ba\u011fl\u0131 ortakl\u0131k YAKA IKE’nin Yunanistan’daki GES yat\u0131r\u0131m\u0131nda kurulum s\u00f6zle\u015fmesini imzalad\u0131\u011f\u0131 ve \u00e7al\u0131\u015fmalara ba\u015flad\u0131\u011f\u0131, sistemin \u015firketin elektrik ihtiyac\u0131n\u0131n tamam\u0131n\u0131 kar\u015f\u0131lamas\u0131n\u0131n ve y\u0131ll\u0131k yakla\u015f\u0131k 16 bin avro ek gelir sa\u011flamas\u0131n\u0131n hedeflendi\u011fi belirtilirken, ba\u011fl\u0131 ortakl\u0131k Bluefarm Tar\u0131m Teknolojileri’nin Edirne \u0130psala’da yeni \u015fube a\u00e7t\u0131\u011f\u0131 bildirildi. TABGD’nin Usta D\u00f6nerci markas\u0131 i\u00e7in \u00c7in’de franchise anla\u015fmas\u0131 imzalad\u0131\u011f\u0131 ve ilk iki restoran\u0131n faaliyete ge\u00e7ti\u011fi a\u00e7\u0131klan\u0131rken, PNLSN’nin Elaz\u0131\u011f’daki 2.015 kW kapasiteli GES yat\u0131r\u0131m\u0131 kapsam\u0131nda ba\u011flant\u0131 kabul ba\u015fvurusu yapt\u0131\u011f\u0131 ifade edildi. BEYAZ’\u0131n y\u0131l\u0131n ilk yar\u0131s\u0131nda 10 bin 670 adet s\u0131f\u0131r kilometre ara\u00e7 sat\u0131\u015f\u0131 ger\u00e7ekle\u015ftirerek pazar pay\u0131n\u0131 y\u00fczde 1,91’e y\u00fckseltti\u011fi aktar\u0131l\u0131rken, MEYSU’nun yat\u0131r\u0131mc\u0131 haklar\u0131n\u0131n korunmas\u0131 amac\u0131yla SPK’ya ba\u015fvuruda bulundu\u011fu duyuruldu. ASTOR’un TE\u0130A\u015e’\u0131n 816 milyon TL tutar\u0131ndaki mobil trafo merkezi ihalesinde s\u00f6zle\u015fme imzalad\u0131\u011f\u0131 belirtilirken, SAYAS’\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte Ate\u015f Wind Power’a yapaca\u011f\u0131 sat\u0131\u015flardan yakla\u015f\u0131k 3,1 milyon avro has\u0131lat bekledi\u011fi kaydedildi. RYSAS’\u0131n Denizli Sarayk\u00f6y’de yeni sera yat\u0131r\u0131m\u0131 i\u00e7in 57,5 milyon TL bedelle arsa sat\u0131n alma karar\u0131 ald\u0131\u011f\u0131, SUMAS’ta ayr\u0131lma hakk\u0131n\u0131 kullanan pay sahibi bulunmad\u0131\u011f\u0131, BESLR’nin Afyonkarahisar’daki GES yat\u0131r\u0131m\u0131n\u0131 devreye ald\u0131\u011f\u0131 bildirildi. FRIGO’nun vergi incelemesi kapsam\u0131nda d\u00fczenlenen vergi ve ceza ihbarnamelerine kar\u015f\u0131 dava a\u00e7t\u0131\u011f\u0131 aktar\u0131l\u0131rken, ALKLC’nin Bal\u0131kesir Burhaniye’de fabrika sahas\u0131na yak\u0131n ta\u015f\u0131nmaz sat\u0131n alma karar\u0131 ald\u0131\u011f\u0131 ifade edildi. EBEBK haziran ay\u0131nda ma\u011faza ve internet sitesi ziyaret\u00e7i say\u0131lar\u0131nda art\u0131\u015f ya\u015fand\u0131\u011f\u0131n\u0131 a\u00e7\u0131klarken, RGYAS iki ba\u011fl\u0131 ortakl\u0131\u011f\u0131n\u0131 kolayla\u015ft\u0131r\u0131lm\u0131\u015f usulde b\u00fcnyesinde birle\u015ftirmek \u00fczere SPK’ya ba\u015fvurma karar\u0131 ald\u0131. TCKRC, Bulgaristan’daki karayolu ihalesinin yeniden yap\u0131land\u0131r\u0131laca\u011f\u0131n\u0131 ve yeni s\u00fcrece kat\u0131laca\u011f\u0131n\u0131 duyururken, HTTBT’nin Slovak hava yolu \u015firketi SkyAlps Europe’un sistem ge\u00e7i\u015fini tamamlad\u0131\u011f\u0131, HLGYO’nun Arnavutk\u00f6y’deki arsan\u0131n tapu devrini ger\u00e7ekle\u015ftirdi\u011fi, GOLTS’un ikinci f\u0131r\u0131n\u0131n\u0131 yeniden \u00fcretime ald\u0131\u011f\u0131 ve ENSRI’nin planlanan enerji \u015firketi sat\u0131n al\u0131m\u0131ndan vazge\u00e7ti\u011fi a\u00e7\u0131kland\u0131.<\/p>\n
Teknik analiz b\u00f6l\u00fcm\u00fcnde BIST 100 endeksinin 9 g\u00fcnl\u00fck \u00fcssel hareketli ortalamas\u0131n\u0131n \u00fczerinde tutunmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc belirtti. Raporda, yeni g\u00fcnde al\u0131c\u0131l\u0131 a\u00e7\u0131l\u0131\u015f beklendi\u011fi ifade edilirken 14.620 seviyesinin kritik diren\u00e7 oldu\u011fu vurguland\u0131. Bu seviyenin \u00fczerinde kal\u0131c\u0131l\u0131k sa\u011flanmas\u0131 halinde 14.875-14.915 band\u0131n\u0131n g\u00fcndeme gelebilece\u011fi aktar\u0131ld\u0131. Olas\u0131 geri \u00e7ekilmelerde ise 14.350 ve 14.295 seviyelerinin destek olarak izlenece\u011fi belirtildi.<\/p>\n
V\u0130OP BIST-30 yak\u0131n vadeli kontrat\u0131nda ise g\u00fcne pozitif ba\u015flang\u0131\u00e7 beklendi\u011fi ifade edilirken 17.550 ve 17.795 seviyeleri diren\u00e7, 17.420 ve 17.315 seviyeleri ise destek olarak \u00f6ne \u00e7\u0131kar\u0131ld\u0131.<\/p>\n
Dolar\/TL kuruna ili\u015fkin de\u011ferlendirmede ise kurun son i\u015flem g\u00fcn\u00fcn\u00fc 46,80 seviyelerinde tamamlad\u0131\u011f\u0131, yeni g\u00fcnde 46,82 civar\u0131nda yukar\u0131 y\u00f6nl\u00fc hareket etti\u011fi belirtilirken, tarihi zirvelere yak\u0131n seviyelerde bulunulmas\u0131 nedeniyle teknik diren\u00e7 \u00f6ng\u00f6r\u00fclmedi\u011fi kaydedildi. Olas\u0131 geri \u00e7ekilmelerde ise 46,80 seviyesinin alt\u0131nda kal\u0131c\u0131l\u0131\u011f\u0131n teknik g\u00f6r\u00fcn\u00fcm a\u00e7\u0131s\u0131ndan izlenece\u011fi ifade edildi.<\/p>\n
\u00a0<\/p>\n
<\/strong> \u0130stanbul, 6 Temmuz (Hibya) – Alnus Yat\u0131r\u0131m, analizinde BIST 100 endeksinin yeni haftaya al\u0131c\u0131l\u0131 ba\u015flamas\u0131n\u0131n beklendi\u011fini belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":109886,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-109885","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\/109885","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=109885"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/109885\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/109886"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=109885"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=109885"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=109885"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"