GCM Yat\u0131r\u0131m Menkul De\u011ferler, A\u011fustos ay\u0131nda yurt i\u00e7inde enflasyon verileri ve ikinci \u00e7eyrek bilan\u00e7o d\u00f6neminin, k\u00fcresel piyasalarda ise makroekonomik veriler ve jeopolitik geli\u015fmelerin fiyatlamalar \u00fczerinde belirleyici olaca\u011f\u0131n\u0131 de\u011ferlendirdi.<\/p>\n
Kurumun de\u011ferlendirmesine g\u00f6re, temmuz ay\u0131nda BIST 100 endeksinde yer alan 35 \u015firket ay\u0131 pozitif performansla tamamlarken, sekt\u00f6r baz\u0131nda Kimya Petrol Plastik ve Bili\u015fim endeksleri pozitif ayr\u0131\u015ft\u0131. Finansal Kiralama Faktoring ile Banka sekt\u00f6rleri ise en zay\u0131f performans\u0131 g\u00f6steren sekt\u00f6rler aras\u0131nda yer ald\u0131.<\/p>\n
Raporda, a\u011fustos ay\u0131nda yurt i\u00e7inde ikinci \u00e7eyrek bilan\u00e7o sezonunun yo\u011funla\u015faca\u011f\u0131, enflasyon verileri, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n (TCMB) Enflasyon Raporu ve makroekonomik g\u00f6stergelerin piyasalar\u0131n oda\u011f\u0131nda olaca\u011f\u0131 belirtildi. K\u00fcresel tarafta ise ABD enflasyonu ve istihdam verileri, merkez bankas\u0131 yetkililerinin a\u00e7\u0131klamalar\u0131 ile ABD-\u0130ran hatt\u0131ndaki jeopolitik geli\u015fmelerin yak\u0131ndan izlenece\u011fi ifade edildi.<\/p>\n
GCM Yat\u0131r\u0131m, a\u011fustos ay\u0131nda b\u00fcy\u00fck merkez bankalar\u0131n\u0131n faiz toplant\u0131s\u0131 bulunmamas\u0131na ra\u011fmen a\u00e7\u0131klanacak makroekonomik verilerin ve merkez bankas\u0131 temsilcilerinin mesajlar\u0131n\u0131n piyasa beklentileri a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131yaca\u011f\u0131n\u0131 de\u011ferlendirdi.<\/p>\n
Raporda, ikinci \u00e7eyrek bilan\u00e7o d\u00f6neminde yat\u0131r\u0131mc\u0131lar\u0131n yaln\u0131zca sat\u0131\u015f gelirleri ve net k\u00e2r rakamlar\u0131na de\u011fil, faaliyet k\u00e2rl\u0131l\u0131\u011f\u0131, nakit ak\u0131\u015f\u0131, bor\u00e7luluk yap\u0131s\u0131 ve \u015firket y\u00f6netimlerinin y\u0131l\u0131n geri kalan\u0131na ili\u015fkin beklentilerine odaklanmas\u0131n\u0131n daha sa\u011fl\u0131kl\u0131 olaca\u011f\u0131 ifade edildi.<\/p>\n
Sekt\u00f6rel de\u011ferlendirmede, sanayi ve ihracat\u00e7\u0131 \u015firketlerde y\u00fcksek finansman, enerji ve i\u015f\u00e7ilik maliyetlerinin marjlar \u00fczerinde bask\u0131 olu\u015fturmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fc belirtilirken, g\u00fc\u00e7l\u00fc bilan\u00e7o yap\u0131s\u0131na ve y\u00fcksek katma de\u011ferli \u00fcretime sahip \u015firketlerin daha diren\u00e7li performans g\u00f6sterebilece\u011fi kaydedildi.<\/p>\n
Perakende sekt\u00f6r\u00fcnde temel t\u00fcketim taraf\u0131n\u0131n g\u00f6rece dayan\u0131kl\u0131 g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc korudu\u011fu, g\u0131da d\u0131\u015f\u0131 perakendede ise talepteki yava\u015flaman\u0131n etkilerinin hissedilebilece\u011fi belirtilen raporda; havac\u0131l\u0131k ve turizm sekt\u00f6r\u00fcnde g\u00fc\u00e7l\u00fc yaz sezonuna kar\u015f\u0131n yak\u0131t maliyetleri ve jeopolitik geli\u015fmelerin risk olu\u015fturmaya devam etti\u011fi ifade edildi. Enerji ve petrokimya sekt\u00f6r\u00fcnde emtia fiyatlar\u0131 ile rafineri marjlar\u0131n\u0131n, telekom\u00fcnikasyon sekt\u00f6r\u00fcnde ise abone gelirleri ve yat\u0131r\u0131m maliyetlerinin \u00f6ne \u00e7\u0131kan unsurlar oldu\u011fu aktar\u0131ld\u0131.<\/p>\n
BIST 100 Endeksi’nin teknik g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin de\u011ferlendirmede ise dolar baz\u0131nda 280-293 dolar b\u00f6lgesinin \u00f6nemli destek alan\u0131 oldu\u011fu belirtilirken, bu b\u00f6lgenin \u00fczerinde kal\u0131c\u0131l\u0131k sa\u011flanmas\u0131 halinde orta vadeli y\u00fckseli\u015f e\u011filiminin devam edebilece\u011fi, a\u015fa\u011f\u0131 y\u00f6nl\u00fc k\u0131r\u0131lmalarda ise 260 dolar seviyesinin g\u00fcndeme gelebilece\u011fi ifade edildi.<\/p>\n
Raporda ayr\u0131ca, a\u011fustos ay\u0131n\u0131n son haftas\u0131nda ger\u00e7ekle\u015ftirilecek Jackson Hole Sempozyumu’nun k\u00fcresel piyasalar a\u00e7\u0131s\u0131ndan \u00f6nemli ba\u015fl\u0131klardan biri olaca\u011f\u0131 ve Fed’in gelecek d\u00f6nem para politikas\u0131na ili\u015fkin verilecek mesajlar\u0131n yak\u0131ndan takip edilece\u011fi kaydedildi.<\/p>\n
<\/strong> \u0130stanbul, 3 A\u011fustos (Hibya) – GCM Yat\u0131r\u0131m Menkul De\u011ferler, a\u011fustos ay\u0131na ili\u015fkin strateji raporunda BIST 100 Endeksi’nin temmuz ay\u0131n\u0131 y\u00fczde 4,70 d\u00fc\u015f\u00fc\u015fle 13.458 puandan, BIST 30 Endeksi’nin ise y\u00fczde 6,68 kay\u0131pla 15.248 puandan tamamlad\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":125722,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-125721","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/125721","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=125721"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/125721\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/125722"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=125721"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=125721"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=125721"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"