Marba\u015f Menkul De\u011ferler, yay\u0131mlad\u0131\u011f\u0131 g\u00fcnl\u00fck b\u00fcltende, BIST 100 Endeksi’nin d\u00fcn y\u00fczde 2,07 y\u00fckseli\u015fle 13.687 puandan kapand\u0131\u011f\u0131 hat\u0131rlat\u0131ld\u0131. Jeopolitik risklerdeki azalma ile enflasyon verisinin olu\u015fturdu\u011fu olumlu zeminin fiyatlamalara yans\u0131maya ba\u015flad\u0131\u011f\u0131 belirtilirken, bankac\u0131l\u0131k hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde ba\u015flayan al\u0131mlar\u0131n g\u00fcn i\u00e7erisinde genele yay\u0131ld\u0131\u011f\u0131 ifade edildi. Endeksin 13.652 direncinin \u00fczerinde kapan\u0131\u015f ger\u00e7ekle\u015ftirmesinin teknik g\u00f6r\u00fcn\u00fcm a\u00e7\u0131s\u0131ndan olumlu de\u011ferlendirildi\u011fi aktar\u0131ld\u0131.<\/p>\n
Analizde, H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n yeniden a\u00e7\u0131lmas\u0131na y\u00f6nelik somut sinyallerin g\u00fc\u00e7lenmesi ve Brent petrol fiyat\u0131n\u0131n 80 dolar seviyelerine gerilemesinin yurt i\u00e7i piyasalar\u0131 destekleyen temel unsurlar aras\u0131nda yer ald\u0131\u011f\u0131 kaydedildi. Bug\u00fcn bilan\u00e7o takviminin yo\u011funla\u015fmas\u0131yla birlikte hisse bazl\u0131 fiyatlamalar\u0131n \u00f6n plana \u00e7\u0131kmas\u0131n\u0131n beklendi\u011fi ifade edildi. Teknik g\u00f6r\u00fcn\u00fcmde 13.400 puan seviyesinin \u00fczerinde kal\u0131nd\u0131\u011f\u0131 s\u00fcrece pozitif g\u00f6r\u00fcn\u00fcm\u00fcn korunaca\u011f\u0131, yukar\u0131 y\u00f6nl\u00fc hareketlerde ise 13.700 ve 14.000 puan seviyelerinin takip edilece\u011fi belirtildi.<\/p>\n
ABD piyasalar\u0131na ili\u015fkin de\u011ferlendirmede, S&P 500 endeksinin ilk kez 7.700 puan\u0131n \u00fczerinde kapanarak rekor k\u0131rd\u0131\u011f\u0131, Dow Jones endeksinin ise 900 puan\u0131n \u00fczerinde y\u00fckselerek yeni zirveye ula\u015ft\u0131\u011f\u0131 ifade edildi. ABD Hazine Bakan\u0131 Scott Bessent’in ABD ile \u0130ran aras\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n ticari gemilere a\u00e7\u0131lmas\u0131na y\u00f6nelik anla\u015fman\u0131n bug\u00fcn ya da yar\u0131n sa\u011flanabilece\u011fine ili\u015fkin a\u00e7\u0131klamalar\u0131n\u0131n k\u00fcresel rallinin ana tetikleyicisi olarak de\u011ferlendirildi\u011fi aktar\u0131ld\u0131.<\/p>\n
Bessent’in K\u00f6rfez’de mahsur kalan y\u00fczlerce geminin hareket etmeye ba\u015flamas\u0131yla yaln\u0131zca enerji \u00fcr\u00fcnlerinde de\u011fil, g\u00fcbre, rafine \u00fcr\u00fcnler ve sanayi gazlar\u0131nda da fiyatlar\u0131n rahatlayabilece\u011fine y\u00f6nelik de\u011ferlendirmelerinin \u00f6nemli bulundu\u011fu belirtildi. Bu geli\u015fmelerin Brent petrol fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fc h\u0131zland\u0131rd\u0131\u011f\u0131 ve enerji kaynakl\u0131 enflasyon bask\u0131lar\u0131n\u0131n hafiflemesine katk\u0131 sa\u011flayabilece\u011fi ifade edildi.<\/p>\n
\u015eirket bilan\u00e7olar\u0131na ili\u015fkin de\u011ferlendirmede, Palantir hisselerinin yakla\u015f\u0131k y\u00fczde 30 y\u00fckselerek olumlu havay\u0131 destekledi\u011fi, buna kar\u015f\u0131l\u0131k AMD ve SpaceX hisselerinin kapan\u0131\u015f sonras\u0131 i\u015flemlerde y\u00fcksek sermaye harcamalar\u0131n\u0131n etkisiyle geriledi\u011fi aktar\u0131ld\u0131. Bug\u00fcn ABD’de ADP Tar\u0131m D\u0131\u015f\u0131 \u0130stihdam ve ISM \u0130malat D\u0131\u015f\u0131 PMI verilerinin takip edilece\u011fi belirtilirken, H\u00fcrm\u00fcz Bo\u011faz\u0131’na ili\u015fkin geli\u015fmelerin piyasalara destek verdi\u011fi ancak haftan\u0131n en \u00f6nemli g\u00fcndem maddesinin cuma g\u00fcn\u00fc a\u00e7\u0131klanacak istihdam verisi olmaya devam etti\u011fi kaydedildi.<\/p>\n
Asya-Pasifik piyasalar\u0131nda ise Wall Street’teki rekor kapan\u0131\u015flar ve ABD-\u0130ran hatt\u0131ndaki iyimserli\u011fin risk i\u015ftah\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 ifade edildi. Petrol fiyatlar\u0131ndaki gerilemenin etkisiyle Japonya’da Nikkei endeksinin yakla\u015f\u0131k y\u00fczde 3, G\u00fcney Kore’de KOSPI endeksinin ise y\u00fczde 4’\u00fcn \u00fczerinde y\u00fckseldi\u011fi aktar\u0131ld\u0131. Teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde b\u00f6lge genelinde al\u0131mlar\u0131n h\u0131z kazand\u0131\u011f\u0131, petrol fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn enflasyon endi\u015felerini azalt\u0131rken tahvil faizleri \u00fczerinde de a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturdu\u011fu belirtildi.<\/p>\n
G\u00fcney Kore Merkez Bankas\u0131 toplant\u0131 tutanaklar\u0131n\u0131n, enflasyon risklerinin devam etmesi halinde ilave faiz art\u0131\u015flar\u0131na a\u00e7\u0131k olundu\u011funu g\u00f6sterdi\u011fi ve para politikas\u0131ndaki \u015fahin duru\u015fun korundu\u011funa i\u015faret etti\u011fi ifade edildi. \u00c7in taraf\u0131nda ise tahvil piyasas\u0131na y\u00f6nelik yeni d\u00fczenlemeler ve uluslararas\u0131 yat\u0131r\u0131mc\u0131 eri\u015fimini art\u0131rmaya y\u00f6nelik ad\u0131mlar\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131, buna kar\u015f\u0131n b\u00fcy\u00fcme g\u00f6r\u00fcn\u00fcm\u00fcne ili\u015fkin temkinli yakla\u015f\u0131m\u0131n s\u00fcrd\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n
Avrupa piyasalar\u0131na ili\u015fkin de\u011ferlendirmede, g\u00fcne temkinli ancak pozitif ba\u015flang\u0131\u00e7 beklendi\u011fi belirtilirken, Wall Street ve Asya borsalar\u0131ndaki teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcndeki y\u00fckseli\u015flerin Avrupa piyasalar\u0131n\u0131 da desteklemesinin beklendi\u011fi ifade edildi. Yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131nda \u015firket bilan\u00e7olar\u0131 ve makroekonomik verilerin yer ald\u0131\u011f\u0131, yapay zek\u00e2 yat\u0131r\u0131mlar\u0131na ili\u015fkin mesajlar\u0131n teknoloji hisseleri a\u00e7\u0131s\u0131ndan yak\u0131ndan izlendi\u011fi aktar\u0131ld\u0131. Brent petroldeki geri \u00e7ekilmenin de enerji maliyetlerine ili\u015fkin endi\u015feleri azaltarak Avrupa piyasalar\u0131n\u0131 desteklemeye devam etti\u011fi kaydedildi.<\/p>\n
Emtia piyasalar\u0131nda ise H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n a\u00e7\u0131lmas\u0131na y\u00f6nelik anla\u015fma beklentileriyle Brent petrol fiyat\u0131n\u0131n sert d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc s\u00fcrd\u00fcrerek 80 dolar seviyelerine geriledi\u011fi ifade edildi.<\/p>\n
\u015eirket haberleri b\u00f6l\u00fcm\u00fcnde ise K\u0131z\u0131lb\u00fck GYO’nun (KZBGY) K\u0131z\u0131lb\u00fck Thermal Wellness Resort projesi kapsam\u0131nda temmuz ay\u0131nda toplam 283 adet devre m\u00fclk sat\u0131\u015f\u0131 ger\u00e7ekle\u015ftirdi\u011fi ve s\u00f6zle\u015fmelerin KDV hari\u00e7 toplam bedelinin 425,1 milyon TL oldu\u011fu aktar\u0131ld\u0131.<\/p>\n
Genta\u015f’\u0131n (GENTS) Bolu ve Mengen tesislerinde y\u0131ll\u0131k planl\u0131 bak\u0131m \u00e7al\u0131\u015fmalar\u0131 nedeniyle 10-23 A\u011fustos tarihleri aras\u0131nda \u00fcretime ge\u00e7ici olarak ara verece\u011fi belirtildi.<\/p>\n
Kiler Holding’in (KLRHO), Suudi Arabistan’da 500 bin Suudi Arabistan riyali sermayeli y\u00fczde 100 ba\u011fl\u0131 ortakl\u0131\u011f\u0131 Kiler Construction Company’yi kurdu\u011fu ifade edildi.<\/p>\n
Ko\u00e7 Metalurji’nin (KOCMT), Mu\u015f’ta kurulmas\u0131 planlanan 36,96 MWp\/26 MWe g\u00fcc\u00fcndeki g\u00fcne\u015f enerji santrali projesi kapsam\u0131nda sistem ba\u011flant\u0131 g\u00f6r\u00fc\u015f\u00fc ve ba\u011flant\u0131 ko\u015fullar\u0131n\u0131n belirlendi\u011fi bildirildi.<\/p>\n
\u0130ma\u015f Makine’nin (IMASM) y\u00fczde 100 ba\u011fl\u0131 ortakl\u0131\u011f\u0131 Milleral Makine ile Afrika’da faaliyet g\u00f6steren bir m\u00fc\u015fteri aras\u0131nda toplam 1,6 milyon dolar bedelli un de\u011firmeni kurulumu s\u00f6zle\u015fmesi imzaland\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Pasifik Holding’in (PAHOL), azami 500 milyon adet ve 750 milyon TL tutar\u0131nda pay geri al\u0131m program\u0131 ba\u015flatt\u0131\u011f\u0131 belirtildi.<\/p>\n
Ford Otosan’\u0131n (FROTO), Ford Trucks ara\u00e7lar\u0131nda kullan\u0131lacak yeni nesil kabin modellerinin geli\u015ftirilmesi amac\u0131yla “Ford Trucks New-Cab Program\u0131” kapsam\u0131nda 2030 y\u0131l\u0131na kadar kademeli olarak yakla\u015f\u0131k 364 milyon euro net yat\u0131r\u0131m ger\u00e7ekle\u015ftirmeyi planlad\u0131\u011f\u0131 ifade edildi.<\/p>\n
1000 Yat\u0131r\u0131mlar Holding’in (BINHO) yakla\u015f\u0131k y\u00fczde 76,67 oran\u0131nda pay sahibi oldu\u011fu Meta Mobilite Enerji’nin, Balp\u0131nar Enerji \u00dcretim hisselerini 23,754 milyon TL bedelle devralmas\u0131na ili\u015fkin s\u00f6zle\u015fme imzalad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
<\/strong> \u0130stanbul, 5 A\u011fustos (Hibya) – Marba\u015f Menkul De\u011ferler, yay\u0131mlad\u0131\u011f\u0131 g\u00fcnl\u00fck b\u00fcltende H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n yeniden a\u00e7\u0131laca\u011f\u0131na y\u00f6nelik beklentilerin k\u00fcresel risk i\u015ftah\u0131n\u0131 art\u0131rd\u0131\u011f\u0131n\u0131, Borsa \u0130stanbul’da ise pozitif g\u00f6r\u00fcn\u00fcm\u00fcn korundu\u011funu belirtti.<\/p>\n","protected":false},"author":1,"featured_media":127075,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-127074","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\/127074","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=127074"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/127074\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/127075"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=127074"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=127074"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=127074"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"