Pusula Yat\u0131r\u0131m, yay\u0131mlad\u0131\u011f\u0131 g\u00fcnl\u00fck piyasa de\u011ferlendirme raporunda k\u00fcresel piyasalarda makroekonomik verilere y\u00f6nelik duyarl\u0131l\u0131\u011f\u0131n artt\u0131\u011f\u0131n\u0131 ve haziran ay\u0131 ba\u015f\u0131ndan bu yana piyasalarda yeni kataliz\u00f6r aray\u0131\u015f\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc belirtti. Raporda, yeni i\u015flem g\u00fcn\u00fcnde k\u00fcresel piyasalarda genel olarak sat\u0131c\u0131l\u0131 bir g\u00f6r\u00fcn\u00fcm\u00fcn \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi.\u00a0<\/p>\n
Yurt i\u00e7i piyasalarda ise NATO Zirvesi \u00f6ncesinde y\u00f6n aray\u0131\u015f\u0131n\u0131n devam etti\u011fi belirtilirken, siyasi haber ak\u0131\u015f\u0131 beklentileri ile \u00e7e\u015fitli raporlardan gelen olumsuz g\u00f6r\u00fcn\u00fcm\u00fcn etkisiyle Borsa \u0130stanbul’da yatay bir kapan\u0131\u015f ger\u00e7ekle\u015fti\u011fi aktar\u0131ld\u0131. Hafta boyunca NATO Zirvesi’nin ana g\u00fcndem maddelerinden biri olaca\u011f\u0131 belirtilirken, i\u00e7 siyasi geli\u015fmelerin zaman zaman zirve g\u00fcndeminin de \u00f6n\u00fcne ge\u00e7ebilece\u011fi de\u011ferlendirmesi payla\u015f\u0131ld\u0131.<\/p>\n
Raporda, MSCI’\u0131n son d\u00f6nemde yap\u0131lan \u00e7e\u015fitli tahmin ve de\u011ferlendirmelerin ard\u0131ndan \u015firket bazl\u0131 de\u011ferlendirme yap\u0131laca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131\u011f\u0131 ifade edildi. Bunun yeni bir uygulama olmad\u0131\u011f\u0131, 2025 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finden bu yana uygulanmas\u0131 gereken bir standart oldu\u011fu belirtilirken, 2026 y\u0131l\u0131n\u0131n d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011finde \u00f6nce Borsa \u0130stanbul, ard\u0131ndan MSCI taraf\u0131nda at\u0131lacak ad\u0131mlar\u0131n piyasalardaki y\u00f6n a\u00e7\u0131s\u0131ndan belirleyici olaca\u011f\u0131 kaydedildi.<\/p>\n
Takasbank’\u0131n T\u00fcrkiye Elektronik Fon Al\u0131m Sat\u0131m Platformu’na (TEFAS) y\u00f6nelik yeni d\u00fczenlemelerini de de\u011ferlendirdi. Raporda, 20 Temmuz 2026 tarihinde y\u00fcr\u00fcrl\u00fc\u011fe girecek yeni TEFAS mimarisiyle birlikte netle\u015ftirme ve otomatik kredi mekanizmalar\u0131n\u0131n kald\u0131r\u0131laca\u011f\u0131, takas, nakit ve teminat y\u00f6netiminin br\u00fct bazda ger\u00e7ekle\u015ftirilece\u011fi ifade edildi. B\u00f6ylece takas riskinin Takasbank \u00fczerinden \u00fcye kurulu\u015flara aktar\u0131laca\u011f\u0131 belirtildi.<\/p>\n
Yeni d\u00fczenleme kapsam\u0131nda al\u0131\u015f talimatlar\u0131nda limit i\u00e7i i\u015flemler i\u00e7in y\u00fczde 25, limit d\u0131\u015f\u0131 i\u015flemler i\u00e7in ise y\u00fczde 100 teminat \u015fart\u0131 getirildi\u011fi aktar\u0131ld\u0131. Ayr\u0131ca VDMK’n\u0131n teminat t\u00fcrleri aras\u0131ndan \u00e7\u0131kar\u0131ld\u0131\u011f\u0131, fon kabul ve \u00e7\u0131k\u0131\u015f s\u00fcre\u00e7leri ile yabanc\u0131 para takas saatlerinin yeniden d\u00fczenlendi\u011fi kaydedildi.<\/p>\n
Raporda, FDK ve operat\u00f6r vas\u0131flar\u0131n\u0131n ayr\u0131 takip edilmesi ile a\u011f\u0131rla\u015ft\u0131r\u0131lm\u0131\u015f temerr\u00fct yapt\u0131r\u0131mlar\u0131n\u0131n \u00f6zellikle y\u00fcksek i\u015flem hacmine sahip da\u011f\u0131t\u0131c\u0131lar ve likidite g\u00fcc\u00fc s\u0131n\u0131rl\u0131 kurumlar a\u00e7\u0131s\u0131ndan g\u00fcn i\u00e7i nakit ve teminat maliyetlerini art\u0131rabilece\u011fi ifade edildi. Bu durumun yat\u0131r\u0131mc\u0131 taraf\u0131nda ise \u00f6zellikle para piyasas\u0131 fonlar\u0131nda marjinal fiyatlama daralmalar\u0131, operasyonel aksakl\u0131klar ve sekt\u00f6rde konsolidasyon bask\u0131s\u0131 \u015feklinde yans\u0131malar\u0131n\u0131n olabilece\u011fi de\u011ferlendirildi.<\/p>\n
Teknik g\u00f6r\u00fcn\u00fcmde BIST 100 endeksi i\u00e7in 14.252 seviyesinin destek, 14.600 seviyesinin ise diren\u00e7 olarak takip edilece\u011fi belirtildi. K\u0131sa vadede 13.800-14.700 puan aral\u0131\u011f\u0131nda dar bir bant olu\u015ftu\u011fu ifade edilirken, siyasi takvimin yak\u0131ndan izlenmesi gerekti\u011fi vurguland\u0131. ABD Ba\u015fkan\u0131 Donald Trump ile Cumhurba\u015fkan\u0131 Recep Tayyip Erdo\u011fan g\u00f6r\u00fc\u015fmesine ili\u015fkin F-35 ve CAATSA ba\u015fl\u0131klar\u0131nda gelebilecek haber ak\u0131\u015f\u0131n\u0131n endeks ve sekt\u00f6r baz\u0131nda iki g\u00fcn boyunca volatilite olu\u015fturabilece\u011fi de\u011ferlendirmesi payla\u015f\u0131ld\u0131.<\/p>\n
BIST 100 endeksinin teknik g\u00f6r\u00fcn\u00fcm\u00fcnde haftan\u0131n 14 bin puan \u00fczerinde tamamlanmas\u0131n\u0131n hedeflendi\u011fi belirtilirken, diren\u00e7 seviyeleri 14.600, 15.050 ve 15.555; destek seviyeleri ise 13.800, 14.000 ve 14.252 olarak a\u00e7\u0131kland\u0131.<\/p>\n
V\u0130OP taraf\u0131nda ise haftan\u0131n 17 bin puan \u00fczerinde tamamlanmas\u0131n\u0131n \u00f6nemine dikkat \u00e7ekildi. Diren\u00e7 seviyeleri 17.777, 18.190 ve 18.300 puan olarak s\u0131ralan\u0131rken, destek seviyeleri 16.500, 17.007 ve 17.400 puan olarak payla\u015f\u0131ld\u0131.<\/p>\n
\u015eirket haberleri b\u00f6l\u00fcm\u00fcnde DURKN’nin y\u00fczde 666,03773 oran\u0131nda bedelsiz sermaye art\u0131r\u0131m\u0131 karar\u0131 ald\u0131\u011f\u0131 belirtilirken, geli\u015fmenin hisse a\u00e7\u0131s\u0131ndan s\u0131n\u0131rl\u0131 olumlu olarak de\u011ferlendirildi\u011fi ifade edildi.<\/p>\n
UNLU’da y\u00fczde 100 ba\u011fl\u0131 ortakl\u0131k \u00dcnl\u00fc Menkul De\u011ferler’in 100 milyon TL olan \u00f6denmi\u015f sermayesinin 200 milyon TL’ye \u00e7\u0131kar\u0131lmas\u0131na y\u00f6nelik sermaye art\u0131r\u0131m\u0131na yeni pay alma hakk\u0131n\u0131n tamam\u0131 kullan\u0131larak kat\u0131l\u0131m karar\u0131 al\u0131nd\u0131\u011f\u0131 belirtilirken, geli\u015fme n\u00f6tr olarak de\u011ferlendirildi.<\/p>\n
GOLDA paylar\u0131n\u0131n 8 Temmuz, EKIM paylar\u0131n\u0131n 9 Temmuz ve ISVEA paylar\u0131n\u0131n ise 10 Temmuz itibar\u0131yla i\u015flem g\u00f6rmeye ba\u015flayaca\u011f\u0131 bildirildi.<\/p>\n
CIMSA ve ENJSA a\u00e7\u0131s\u0131ndan Eski\u015fehir fabrikas\u0131nda 5.500 kWp DC kurulu g\u00fcce sahip At\u0131k Is\u0131dan Elektrik \u00dcretimi Tesisi’nin devreye al\u0131nd\u0131\u011f\u0131 belirtilirken, \u00fcretilecek elektri\u011fin fabrikan\u0131n y\u0131ll\u0131k t\u00fcketiminin yakla\u015f\u0131k y\u00fczde 25’ini kar\u015f\u0131lamas\u0131n\u0131n beklendi\u011fi ifade edildi. Geli\u015fme n\u00f6tr olarak de\u011ferlendirildi.<\/p>\n
KLNMA’n\u0131n y\u00fczde 100 ba\u011fl\u0131 ortakl\u0131\u011f\u0131 Kalk\u0131nma Giri\u015fim Sermayesi Portf\u00f6y Y\u00f6netimi’nin sermayesinin tamam\u0131 nakden kar\u015f\u0131lanmak \u00fczere 50 milyon TL art\u0131r\u0131larak 100 milyon TL’ye y\u00fckseltilmesine karar verildi\u011fi aktar\u0131l\u0131rken, haber n\u00f6tr olarak de\u011ferlendirildi.<\/p>\n
TGSAS’\u0131n 25 A\u011fustos tarihinde hisse ba\u015f\u0131na net 0,255 TL temett\u00fc \u00f6deme karar\u0131 ald\u0131\u011f\u0131 belirtilirken, geli\u015fme olumlu olarak de\u011ferlendirildi.<\/p>\n
EMPAE’nin Dubai merkezli ve y\u00fczde 100 pay sahipli\u011finde EMPA Electronics \u015firketini kurdu\u011fu belirtilirken, yeni \u015firket arac\u0131l\u0131\u011f\u0131yla Orta Do\u011fu ve Kuzey Afrika sat\u0131\u015flar\u0131n\u0131n art\u0131r\u0131lmas\u0131n\u0131n planland\u0131\u011f\u0131 ifade edildi. Haber s\u0131n\u0131rl\u0131 olumlu olarak de\u011ferlendirildi.<\/p>\n
TRMET’te y\u00fczde 99,04 oran\u0131nda ba\u011fl\u0131 ortakl\u0131k olan TR Anadolu \u0130n\u015faat’\u0131n, sermayeleri T\u00fcrkiye Varl\u0131k Fonu’na ait \u0130pek Online Bili\u015fim, Rek-Tur Reklam Pazarlama ve Koza Prod\u00fcksiyon Ticaret \u015firketlerinin paylar\u0131n\u0131n tamam\u0131n\u0131 devrald\u0131\u011f\u0131 bildirildi. Geli\u015fme s\u0131n\u0131rl\u0131 olumlu olarak de\u011ferlendirildi.<\/p>\n
RGYAS’\u0131n y\u00fczde 100 ba\u011fl\u0131 ortakl\u0131\u011f\u0131 Cevizli Gayrimenkul’\u00fc b\u00fct\u00fcn aktif ve pasifleriyle birlikte kolayla\u015ft\u0131r\u0131lm\u0131\u015f usulde b\u00fcnyesine katma karar\u0131 ald\u0131\u011f\u0131 belirtilirken, geli\u015fmenin s\u0131n\u0131rl\u0131 olumlu oldu\u011fu ifade edildi.<\/p>\n
CASA hakk\u0131nda \u015firketin faaliyet ve finansal durumu dikkate al\u0131narak Kotasyon Y\u00f6nergesi’nin 23’\u00fcnc\u00fc maddesinin birinci f\u0131kras\u0131n\u0131n (c) ve (d) bentleri kapsam\u0131nda uyar\u0131 karar\u0131 verildi\u011fi belirtilirken, geli\u015fme olumsuz olarak de\u011ferlendirildi.<\/p>\n
YUNSA’n\u0131n \u0130plik Haz\u0131rlama Hatt\u0131, Ring\/Lycra\/Gezer Temizleyici Grubu, Dokuma Tezgahlar\u0131 ve Ram\u00f6z yat\u0131r\u0131mlar\u0131n\u0131 kapsayan yakla\u015f\u0131k 6,5 milyon euro tutar\u0131ndaki yat\u0131r\u0131m karar\u0131n\u0131n olumlu de\u011ferlendirildi\u011fi aktar\u0131ld\u0131. Raporda, Ring\/Lycra\/Gezer Temizleyici Grubu, Dokuma Tezgahlar\u0131 ve Ram\u00f6z yat\u0131r\u0131mlar\u0131n\u0131n y\u0131l sonuna kadar, \u0130plik Haz\u0131rlama Hatt\u0131 yat\u0131r\u0131m\u0131n\u0131n ise 2027 y\u0131l\u0131 ortas\u0131na kadar tamamlanmas\u0131n\u0131n planland\u0131\u011f\u0131 ifade edildi.<\/p>\n
AGESA’n\u0131n 1 Ocak-30 Haziran d\u00f6neminde hayat bran\u015f\u0131nda 15 milyar 448 milyon 697 bin 576 TL, hayat d\u0131\u015f\u0131 bran\u015fta ise 252 milyon 655 bin 184 TL olmak \u00fczere toplam 15 milyar 701 milyon 352 bin 760 TL prim \u00fcretimi ger\u00e7ekle\u015ftirdi\u011fi belirtildi. Toplam prim \u00fcretiminin ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 48 artt\u0131\u011f\u0131 kaydedilirken, geli\u015fme olumlu olarak de\u011ferlendirildi.<\/p>\n
DESA’n\u0131n Beyo\u011flu Ma\u011fazas\u0131 \u015eubesi unvanl\u0131 ma\u011fazas\u0131n\u0131n 5 Temmuz itibar\u0131yla kapat\u0131ld\u0131\u011f\u0131 bildirildi. S\u00f6z konusu geli\u015fmenin hisse a\u00e7\u0131s\u0131ndan olumsuz de\u011ferlendirildi\u011fi ifade edildi.<\/p>\n
DIRIT hakk\u0131nda ise \u015firketin faaliyet ve finansal durumu dikkate al\u0131narak Kotasyon Y\u00f6nergesi’nin 23’\u00fcnc\u00fc maddesinin birinci f\u0131kras\u0131n\u0131n (c) ve (d) bentleri kapsam\u0131nda, ayr\u0131ca kamuyu ayd\u0131nlatma y\u00fck\u00fcml\u00fcl\u00fcklerine gerekli hassasiyetin g\u00f6sterilmesi konusunda ayn\u0131 maddenin (a) bendi uyar\u0131nca uyar\u0131 karar\u0131 verildi\u011fi aktar\u0131ld\u0131. Geli\u015fme olumsuz olarak de\u011ferlendirildi.<\/p>\n
KGYO’nun QNB Bank’tan kulland\u0131\u011f\u0131 ve kullanaca\u011f\u0131 krediler ile t\u00fcrev i\u015flem \u00e7er\u00e7eve s\u00f6zle\u015fmeleri kapsam\u0131ndaki mevcut ve do\u011facak bor\u00e7lar\u0131n\u0131n teminat\u0131 amac\u0131yla G\u00f6kt\u00fcrk’te bulunan 8 ba\u011f\u0131ms\u0131z b\u00f6l\u00fcm \u00fczerine QNB Bank lehine birinci dereceden 500 milyon 900 bin TL tutar\u0131nda ipotek tesis etti\u011fi bildirildi. Geli\u015fme n\u00f6tr olarak de\u011ferlendirildi.<\/p>\n
POLTK’nin ana orta\u011f\u0131 Element Solutions Inc. taraf\u0131ndan, \u015firketin Solstice Advanced Materials Inc. ile birle\u015fmesine y\u00f6nelik kamuoyuna a\u00e7\u0131klama yap\u0131ld\u0131\u011f\u0131 belirtildi. S\u00f6z konusu i\u015flemin ilgili d\u00fczenleyici otoritelerin onaylar\u0131n\u0131n al\u0131nmas\u0131 ve di\u011fer kapan\u0131\u015f ko\u015fullar\u0131n\u0131n yerine getirilmesine ba\u011fl\u0131 olarak 2027 y\u0131l\u0131n\u0131n ilk yar\u0131s\u0131nda tamamlanmas\u0131n\u0131n beklendi\u011fi ifade edilirken, geli\u015fme n\u00f6tr olarak de\u011ferlendirildi.<\/p>\n
<\/strong> \u0130stanbul, 7 Temmuz (Hibya) – Pusula Yat\u0131r\u0131m, k\u00fcresel piyasalarda makro verilere duyarl\u0131l\u0131\u011f\u0131n artt\u0131\u011f\u0131n\u0131, yurt i\u00e7inde ise NATO Zirvesi ve siyasi geli\u015fmelerin piyasalar\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan belirleyici olmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":110643,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1,9],"tags":[],"class_list":["post-110642","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\/110642","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=110642"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/110642\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/110643"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=110642"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=110642"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=110642"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"