Pusula Yat\u0131r\u0131m taraf\u0131ndan yay\u0131mlanan “G\u00fcn\u00fcn Pusulas\u0131” b\u00fclteninde k\u00fcresel piyasalardaki jeopolitik geli\u015fmeler, Borsa \u0130stanbul’a ili\u015fkin teknik g\u00f6r\u00fcn\u00fcm ve \u015firket haberleri de\u011ferlendirildi.<\/p>\n
De\u011ferlendirmede, NATO Zirvesi s\u0131ras\u0131nda \u0130ran’\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131’na y\u00f6nelik sald\u0131r\u0131lar\u0131n\u0131n ard\u0131ndan ABD’nin \u0130ran’\u0131n petrol lisans\u0131n\u0131 iptal etmesi ve adalara y\u00f6nelik sald\u0131r\u0131lar ger\u00e7ekle\u015ftirmesinin k\u00fcresel piyasalarda dalgalanmaya neden oldu\u011fu belirtildi. \u0130nce bir denge \u00fczerinde s\u00fcrd\u00fc\u011f\u00fc ifade edilen anla\u015fma s\u00fcrecine ili\u015fkin gerginli\u011fin canl\u0131 kalmaya devam etti\u011fi aktar\u0131ld\u0131. Riskli varl\u0131klarda etkinin s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131, ancak emtia taraf\u0131nda Brent petrol\u00fcn yeni g\u00fcne 76 dolar seviyesinden ba\u015flad\u0131\u011f\u0131 kaydedildi. Avrupa ve Asya-Pasifik piyasalar\u0131nda sat\u0131c\u0131l\u0131, ABD piyasalar\u0131nda ise al\u0131c\u0131l\u0131 bir g\u00f6r\u00fcn\u00fcm\u00fcn \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Raporda, yurt i\u00e7inde ABD Ba\u015fkan\u0131 Donald Trump’\u0131n CAATSA yapt\u0131r\u0131mlar\u0131n\u0131n kald\u0131r\u0131lmas\u0131na ili\u015fkin a\u00e7\u0131klamalar\u0131, T\u00fcrkiye’ye 5 adet F-35 sava\u015f u\u00e7a\u011f\u0131 verilmesine y\u00f6nelik mesajlar\u0131 ve KAAN motorlu u\u00e7aklar\u0131na ili\u015fkin de\u011ferlendirmelerinin savunma sanayi hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde BIST 100 endeksinin 14.600 puan seviyesine kadar y\u00fckselmesini destekledi\u011fi belirtildi. Ancak savunma sanayi hisselerinde iki haftal\u0131k beklentilerin fiyatlanmas\u0131n\u0131n ard\u0131ndan “beklentiyi al, ger\u00e7ekle\u015fmeyi sat” yakla\u015f\u0131m\u0131n\u0131n etkili oldu\u011fu ve NATO Savunma Sanayii Forumu’nda 50 milyar dolarl\u0131k s\u00f6zle\u015fme imzalanmas\u0131na ra\u011fmen kazan\u0131mlar\u0131n \u00f6nemli \u00f6l\u00e7\u00fcde geri verildi\u011fi aktar\u0131ld\u0131.<\/p>\n
B\u00fcltende, NATO Zirvesi’nin savunma sanayii a\u00e7\u0131s\u0131ndan \u00f6nemli geli\u015fmelere sahne oldu\u011fu ifade edildi. Savunma Sanayii Ba\u015fkan\u0131 Haluk G\u00f6rg\u00fcn’\u00fcn gelecekte NATO tarihi yaz\u0131ld\u0131\u011f\u0131nda Ankara Zirvesi’ne \u00f6zel bir b\u00f6l\u00fcm ayr\u0131laca\u011f\u0131n\u0131 belirterek, “Savunma Sanayii Forumu, NATO i\u00e7in yeni bir d\u00f6nemin ba\u015flang\u0131c\u0131n\u0131 simgeleyecek.” de\u011ferlendirmesinde bulundu\u011fu hat\u0131rlat\u0131ld\u0131. ROKETSAN Genel M\u00fcd\u00fcr\u00fc Murat \u0130kinci’nin de \u015firketin 2026 NATO Savunma Sanayii Forumu kapsam\u0131nda y\u00fcr\u00fct\u00fclecek \u00e7e\u015fitli savunma kabiliyeti projelerinde y\u00fckleniciler aras\u0131nda yer ald\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131\u011f\u0131 aktar\u0131ld\u0131. Forum kapsam\u0131nda toplam 50 milyar dolarl\u0131k s\u00f6zle\u015fme imzaland\u0131\u011f\u0131 belirtilirken, Estonya Ba\u015fbakan\u0131 Kristen Michal’\u0131n T\u00fcrkiye ile savunma sanayisi alan\u0131ndaki i\u015f birli\u011finin giderek g\u00fc\u00e7lendi\u011fini ve Estonya’n\u0131n \u0130skandinav ile Balt\u0131k b\u00f6lgesinde T\u00fcrkiye’nin en g\u00fc\u00e7l\u00fc ortaklar\u0131ndan biri oldu\u011funu s\u00f6yledi\u011fi ifade edildi.<\/p>\n
De\u011ferlendirmede ayr\u0131ca uluslararas\u0131 endeks sa\u011flay\u0131c\u0131lar\u0131n\u0131n T\u00fcrkiye’ye y\u00f6nelik uyar\u0131lar\u0131na da yer verildi. MSCI taraf\u0131ndan daha \u00f6nce yap\u0131lan iki uyar\u0131 ve bir d\u00fczenleme \u00e7er\u00e7evesi bilgilendirmesinin ard\u0131ndan S&P Dow Jones Indices’in (S&P DJI) hem uyar\u0131 hem de uygulama karar\u0131 ald\u0131\u011f\u0131 belirtildi. Piyasa eri\u015filebilirli\u011fi ve hisse senedi sahipli\u011fi \u015feffafl\u0131\u011f\u0131na ili\u015fkin yap\u0131sal endi\u015feler nedeniyle T\u00fcrkiye’nin geli\u015fmekte olan piyasa stat\u00fcs\u00fcnden s\u0131n\u0131r piyasa stat\u00fcs\u00fcne d\u00fc\u015f\u00fcr\u00fclme riski ta\u015f\u0131yan \u00fclkeler listesine eklendi\u011fi aktar\u0131ld\u0131. Bu geli\u015fmenin yakla\u015f\u0131k 4,7 milyar dolarl\u0131k pozisyonu etkileyebilece\u011fi de\u011ferlendirilirken, MSCI taraf\u0131nda ise yakla\u015f\u0131k 14,9 milyar dolarl\u0131k fon b\u00fcy\u00fckl\u00fc\u011f\u00fc bulundu\u011fu, iki endeks sa\u011flay\u0131c\u0131s\u0131ndaki toplam fon b\u00fcy\u00fckl\u00fc\u011f\u00fcn\u00fcn 19,6 milyar dolar\u0131 a\u015farak Bank of America’n\u0131n pozisyonlar\u0131n\u0131n y\u00fczde 25’inden fazlas\u0131na kar\u015f\u0131l\u0131k geldi\u011fi ifade edildi.<\/p>\n
Teknik g\u00f6r\u00fcn\u00fcme ili\u015fkin de\u011ferlendirmede, yeni g\u00fcnde BIST 100 endeksi i\u00e7in 14.252 puan destek, 14.600 puan ise diren\u00e7 seviyesi 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. NATO Zirvesi kapsam\u0131nda savunma sanayii \u015firketlerine y\u00f6nelik haber ak\u0131\u015flar\u0131n\u0131n \u00f6nemini korudu\u011fu, MSCI ve S&P DJI uyar\u0131lar\u0131n\u0131n ise geri planda b\u0131rak\u0131lmamas\u0131 gerekti\u011fi kaydedildi.<\/p>\n
B\u00fcltende, BIST 100 endeksinin haftay\u0131 14 bin puan\u0131n \u00fczerinde tamamlama \u00e7abas\u0131nda oldu\u011fu belirtilirken, 14.600, 15.050 ve 15.555 puan seviyeleri diren\u00e7; 13.800, 14.000 ve 14.252 puan seviyeleri ise destek olarak payla\u015f\u0131ld\u0131.<\/p>\n
V\u0130OP taraf\u0131nda ise haftan\u0131n 17 bin puan\u0131n \u00fczerinde tamamlanmas\u0131n\u0131n hedeflendi\u011fi ifade edildi. Vadeli piyasada 17.777, 18.190 ve 18.300 puan seviyeleri diren\u00e7; 16.500, 17.007 ve 17.400 puan seviyeleri ise destek olarak \u00f6ne \u00e7\u0131kar\u0131ld\u0131.<\/p>\n
\u015eirket haberleri b\u00f6l\u00fcm\u00fcnde, ANHYT’nin 2026 y\u0131l\u0131n\u0131n ilk alt\u0131 ay\u0131nda toplam br\u00fct prim \u00fcretiminin 11,86 milyar TL’ye ula\u015fmas\u0131n\u0131n olumlu de\u011ferlendirildi\u011fi belirtildi.<\/p>\n
SMRVA i\u00e7in DenizBank’\u0131n tahsili gecikmi\u015f alacak ihalesinde kazan\u0131lan iki bireysel portf\u00f6ye ili\u015fkin devir ve temlik i\u015flemlerinin tamamland\u0131\u011f\u0131, alacaklar\u0131n 7 Temmuz itibar\u0131yla tahsilat s\u00fcrecine dahil edildi\u011fi aktar\u0131l\u0131rken geli\u015fmenin s\u0131n\u0131rl\u0131 olumlu oldu\u011fu ifade edildi.<\/p>\n
ZOREN’in Tekkehamam II Jeotermal Enerji Santrali Projesi kapsam\u0131nda al\u0131nan idari karar\u0131n iptali istemiyle Ankara 18. \u0130dare Mahkemesi’ne ba\u015fvurdu\u011fu belirtilirken, geli\u015fmenin n\u00f6tr olarak de\u011ferlendirildi\u011fi kaydedildi.<\/p>\n
QNBFK’n\u0131n Societe Generale koordinasyonunda uluslararas\u0131 finansal kurulu\u015flardan 117 milyon ABD dolar\u0131 ve 53 milyon avro tutar\u0131nda sendikasyon kredisi sa\u011flamak \u00fczere anla\u015fma imzalad\u0131\u011f\u0131, geli\u015fmenin n\u00f6tr oldu\u011fu ifade edildi.<\/p>\n
ANSGR’nin y\u0131l\u0131n ilk alt\u0131 ay\u0131nda br\u00fct prim \u00fcretimini ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 21,9 art\u0131rarak 54,19 milyar TL’ye \u00e7\u0131karmas\u0131na ra\u011fmen geli\u015fmenin s\u0131n\u0131rl\u0131 olumsuz olarak de\u011ferlendirildi\u011fi aktar\u0131ld\u0131.<\/p>\n
ASTOR’un 15 Ekim tarihinde hisse ba\u015f\u0131na 2,19 TL br\u00fct temett\u00fc \u00f6demesi planlad\u0131\u011f\u0131 belirtilirken, geli\u015fmenin olumlu oldu\u011fu kaydedildi.<\/p>\n
BALSU’nun tahsisli sermaye art\u0131r\u0131m\u0131 i\u00e7in Sermaye Piyasas\u0131 Kuruluna (SPK) ba\u015fvuruda bulundu\u011fu ve geli\u015fmenin n\u00f6tr oldu\u011fu ifade edildi.<\/p>\n
EBEBK’nin haziran ay\u0131nda ma\u011fazalar\u0131 ve e-ticaret kanal\u0131nda satt\u0131\u011f\u0131 \u00fcr\u00fcn adedinin ge\u00e7en y\u0131l\u0131n ayn\u0131 ay\u0131na g\u00f6re 9,15 milyondan 10,71 milyona y\u00fckseldi\u011fi, ilk alt\u0131 ayl\u0131k d\u00f6nemde ise sat\u0131\u015f adedinin 50,12 milyondan 60,75 milyona \u00e7\u0131kt\u0131\u011f\u0131 belirtilirken, geli\u015fmenin olumlu oldu\u011fu kaydedildi.<\/p>\n
Son olarak AKGRT’nin y\u0131l\u0131n ilk alt\u0131 ay\u0131nda prim \u00fcretimini y\u00fczde 44 art\u0131rarak 22,1 milyar TL’ye y\u00fckseltti\u011fi ve bu geli\u015fmenin olumlu de\u011ferlendirildi\u011fi aktar\u0131ld\u0131.<\/p>\n
<\/strong> \u0130stanbul, 8 Temmuz (Hibya) – Pusula Yat\u0131r\u0131m, NATO Zirvesi’nde savunma sanayi alan\u0131nda imzalanan 50 milyar dolarl\u0131k s\u00f6zle\u015fmeler ile S&P DJI’\u0131n T\u00fcrkiye’yi s\u0131n\u0131r piyasa stat\u00fcs\u00fcne d\u00fc\u015f\u00fcrme riski ta\u015f\u0131yan \u00fclkeler listesine eklemesinin piyasalar\u0131n g\u00fcndemindeki ba\u015fl\u0131ca geli\u015fmeler oldu\u011funu de\u011ferlendirdi.<\/p>\n","protected":false},"author":1,"featured_media":111209,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-111208","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\/111208","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=111208"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/111208\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/111209"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=111208"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=111208"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=111208"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"