Piramit Menkul K\u0131ymetler\u2019in haftal\u0131k b\u00fclteninde, k\u00fcresel ve yurt i\u00e7i piyasalarda \u00f6n\u00fcm\u00fczdeki haftan\u0131n kritik g\u00fcndem maddeleri de\u011ferlendirilirken, BIST 100 i\u00e7in \u00f6nemli teknik seviyelere dikkat \u00e7ekildi.<\/p>\n
Raporda Amerika Birle\u015fik Devletleri (ABD) enflasyon verileri, T\u00fcrkiye Cumhuriyeti Merkez Bankas\u0131 (TCMB) Enflasyon Raporu ve \u015firket bilan\u00e7olar\u0131n\u0131n piyasalar\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan belirleyici olabilece\u011fi belirtildi.<\/p>\n
Piramit Menkul K\u0131ymetler, haftal\u0131k piyasa b\u00fclteninde 10-14 A\u011fustos haftas\u0131nda yurt i\u00e7i ve k\u00fcresel piyasalarda takip edilecek geli\u015fmeleri de\u011ferlendirdi.<\/p>\n
Raporda \u00f6zellikle ABD\u2019nin temmuz ay\u0131 enflasyon verileri, T\u00fcrkiye\u2019de sanayi \u00fcretimi, perakende sat\u0131\u015flar, cari denge ve T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) Enflasyon Raporu\u2019nun piyasalar\u0131n y\u00f6n\u00fc a\u00e7\u0131s\u0131ndan \u00f6ne \u00e7\u0131kaca\u011f\u0131 belirtildi.<\/p>\n
K\u00fcresel piyasalarda y\u00fcksek risk i\u015ftah\u0131n\u0131n s\u00fcrd\u00fc\u011f\u00fcne dikkat \u00e7ekilen raporda, Orta Do\u011fu\u2019daki jeopolitik risklerin, ABD-\u0130ran hatt\u0131ndaki belirsizli\u011fin ve H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019na ili\u015fkin geli\u015fmelerin petrol piyasas\u0131nda oynakl\u0131\u011f\u0131 art\u0131rmaya devam etti\u011fi ifade edildi.<\/p>\n
Haftan\u0131n en \u00f6nemli g\u00fcndem maddesi olarak ABD\u2019nin temmuz ay\u0131 T\u00dcFE verisi \u00f6ne \u00e7\u0131k\u0131yor. Verinin 12 A\u011fustos \u00c7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klanmas\u0131 beklenirken, piyasa beklentisi ayl\u0131k T\u00dcFE art\u0131\u015f\u0131n\u0131n y\u00fczde 0,1, y\u0131ll\u0131k enflasyonun y\u00fczde 3,4 olmas\u0131 y\u00f6n\u00fcnde.<\/p>\n
\u00c7ekirdek T\u00dcFE i\u00e7in ise ayl\u0131k y\u00fczde 0,2 ve y\u0131ll\u0131k y\u00fczde 2,5 art\u0131\u015f \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
13 A\u011fustos\u2019ta a\u00e7\u0131klanacak ABD \u00dcFE verisinin de Fed\u2019in para politikas\u0131 beklentileri a\u00e7\u0131s\u0131ndan yak\u0131ndan izlenece\u011fi belirtilirken, enflasyon g\u00f6stergelerinin y\u0131l\u0131n geri kalan\u0131ndaki faiz patikas\u0131na ili\u015fkin beklentileri etkileyebilece\u011fi kaydedildi.<\/p>\n
ABD\u2019de ge\u00e7ti\u011fimiz hafta a\u00e7\u0131klanan istihdam verilerinin ise i\u015f g\u00fcc\u00fc piyasas\u0131nda yava\u015flama sinyalleri verdi\u011fi belirtildi. Temmuz ay\u0131nda tar\u0131m d\u0131\u015f\u0131 istihdam 23 bin ki\u015fi azal\u0131rken, piyasa 80 bin ki\u015filik art\u0131\u015f bekliyordu. \u0130\u015fsizlik oran\u0131 y\u00fczde 4,2\u2019den y\u00fczde 4,1\u2019e geriledi.<\/p>\n
Yurt i\u00e7inde haftan\u0131n ilk \u00f6nemli verisi 10 A\u011fustos Pazartesi g\u00fcn\u00fc a\u00e7\u0131klanacak haziran ay\u0131 sanayi \u00fcretimi olacak. May\u0131s ay\u0131nda sanayi \u00fcretimi ayl\u0131k y\u00fczde 2,9 gerilerken y\u0131ll\u0131k bazda yatay seyretmi\u015fti.<\/p>\n
11 A\u011fustos\u2019ta ise haziran ay\u0131 perakende sat\u0131\u015f hacmi verisi a\u00e7\u0131klanacak. May\u0131sta perakende sat\u0131\u015f hacmi ayl\u0131k y\u00fczde 2,4, y\u0131ll\u0131k y\u00fczde 13,7 art\u0131\u015f g\u00f6stermi\u015fti.<\/p>\n
Piramit Menkul, s\u00f6z konusu iki verinin ikinci \u00e7eyre\u011fin son ay\u0131nda ekonomik aktivitenin nas\u0131l bir ivme sergiledi\u011fine ili\u015fkin \u00f6nemli sinyaller verece\u011fini belirtti.<\/p>\n
13 A\u011fustos Per\u015fembe g\u00fcn\u00fc ise piyasalar\u0131n oda\u011f\u0131nda TCMB\u2019nin 2026 y\u0131l\u0131 \u00fc\u00e7\u00fcnc\u00fc Enflasyon Raporu olacak. Bunun yan\u0131nda haziran ay\u0131 cari i\u015flemler dengesi, temmuz ay\u0131 konut sat\u0131\u015flar\u0131 ve Tar\u0131m-\u00dcFE verileri de takip edilecek.<\/p>\n
TCMB\u2019nin bir \u00f6nceki Enflasyon Raporu\u2019nda 2026 ve 2027 y\u0131l sonu enflasyon tahminlerini s\u0131ras\u0131yla y\u00fczde 26 ve y\u00fczde 15 seviyesinde korudu\u011fu hat\u0131rlat\u0131ld\u0131.<\/p>\n
14 A\u011fustos Cuma g\u00fcn\u00fc a\u00e7\u0131klanacak TCMB Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi de piyasalar a\u00e7\u0131s\u0131ndan \u00f6nemli olacak. Temmuz anketinde 2026 y\u0131l sonu T\u00dcFE beklentisi y\u00fczde 29,21 seviyesinde bulunuyordu.<\/p>\n
Piramit Menkul\u2019\u00fcn teknik de\u011ferlendirmesine g\u00f6re BIST 100 Endeksi ge\u00e7ti\u011fimiz haftay\u0131 y\u00fczde 2,39 y\u00fckseli\u015fle 13.779 puandan tamamlad\u0131. Endeks hafta boyunca 13.376-13.956 puan aral\u0131\u011f\u0131nda hareket etti.<\/p>\n
Raporda yukar\u0131 y\u00f6nl\u00fc hareketlerde 14.620 seviyesinin ilk \u00f6nemli diren\u00e7 olarak takip edilece\u011fi belirtildi. Bu seviyenin a\u015f\u0131lmas\u0131 halinde ise 15.700 puandaki y\u00fckselen kanal direncinin g\u00fcndeme gelebilece\u011fi ifade edildi.<\/p>\n
A\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerde ise 13.440 seviyesi y\u00fckselen trend deste\u011fi olarak \u00f6ne \u00e7\u0131k\u0131yor. Bu deste\u011fin k\u0131r\u0131lmas\u0131 halinde 12.600 puan seviyesinin takip edilebilece\u011fi kaydedildi.<\/p>\n
Borsa \u0130stanbul\u2019da ge\u00e7ti\u011fimiz hafta sekt\u00f6r baz\u0131nda en g\u00fc\u00e7l\u00fc performans\u0131 madencilik endeksi g\u00f6sterdi. BIST 100 y\u00fczde 2,39 y\u00fckselirken, XMADN endeksi y\u00fczde 14,21 de\u011fer kazanarak belirgin \u015fekilde pozitif ayr\u0131\u015ft\u0131.<\/p>\n
Tekstil ve orman-k\u00e2\u011f\u0131t-bask\u0131 sekt\u00f6r endeksleri ise haftay\u0131 negatif tamamlayan sekt\u00f6rler aras\u0131nda yer ald\u0131.<\/p>\n
3-7 A\u011fustos haftas\u0131nda ilk 5 kurum verilerine g\u00f6re en y\u00fcksek net para giri\u015fi TEHOL hissesinde ger\u00e7ekle\u015fti. TEHOL\u2019de yakla\u015f\u0131k 1,17 milyar TL net para giri\u015fi kaydedildi.<\/p>\n
TEHOL\u2019\u00fc yakla\u015f\u0131k 1,14 milyar TL ile TUPRS, 1,09 milyar TL ile ASELS, 1,06 milyar TL ile TRALT ve 881,5 milyon TL ile KARCL izledi.<\/p>\n
Para giri\u015finin y\u00fcksek oldu\u011fu di\u011fer hisseler aras\u0131nda TCELL, SAHOL, TERA, CWENE ve PEKGY de yer ald\u0131.<\/p>\n
Buna kar\u015f\u0131l\u0131k en y\u00fcksek para \u00e7\u0131k\u0131\u015f\u0131 THYAO hissesinde ger\u00e7ekle\u015fti. THYAO\u2019da yakla\u015f\u0131k 1,44 milyar TL net para \u00e7\u0131k\u0131\u015f\u0131 g\u00f6r\u00fcl\u00fcrken, EREGL\u2019deki \u00e7\u0131k\u0131\u015f yakla\u015f\u0131k 1,24 milyar TL oldu. SKBNK, CVKMD ve ISCTR de para \u00e7\u0131k\u0131\u015f\u0131 ya\u015fanan hisseler aras\u0131nda \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
\u00d6n\u00fcm\u00fczdeki hafta \u015firketlerin 2026 y\u0131l\u0131 ikinci \u00e7eyrek finansal sonu\u00e7lar\u0131 da yak\u0131ndan izlenecek.<\/p>\n
10 A\u011fustos\u2019ta ADEL, BASGZ, CCOLA, ENJSA, GWIND, KLYPV, OZYSR, TRENJ, TRMET ve TRALT\u2019\u0131n finansal sonu\u00e7lar\u0131n\u0131n a\u00e7\u0131klanmas\u0131 bekleniyor.<\/p>\n
11 A\u011fustos\u2019ta AEFES, DOHOL ve MGROS; 12 A\u011fustos\u2019ta SAHOL ve PGSUS; 13 A\u011fustos\u2019ta ise AKSA, KLSER, RGYAS ve TCELL bilan\u00e7olar\u0131 takip edilecek.<\/p>\n
14 A\u011fustos\u2019ta AGHOL ve SISE\u2019nin ikinci \u00e7eyrek sonu\u00e7lar\u0131 yat\u0131r\u0131mc\u0131lar\u0131n g\u00fcndeminde olacak.<\/p>\n
Piramit Menkul, yo\u011fun veri ve bilan\u00e7o takviminin yan\u0131 s\u0131ra ABD enflasyonu ve jeopolitik geli\u015fmelerin k\u00fcresel risk i\u015ftah\u0131 \u00fczerinde belirleyici olabilece\u011fine dikkat \u00e7ekti.<\/p>\n
<\/strong> \u0130stanbul, 10 A\u011fustos (Hibya) \u2013 Piramit Menkul K\u0131ymetler\u2019in haftal\u0131k b\u00fclteninde, k\u00fcresel ve yurt i\u00e7i piyasalarda \u00f6n\u00fcm\u00fczdeki haftan\u0131n kritik g\u00fcndem maddeleri de\u011ferlendirilirken, BIST 100 i\u00e7in \u00f6nemli teknik seviyelere dikkat \u00e7ekildi.<\/p>\n","protected":false},"author":1,"featured_media":129663,"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-129662","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\/129662","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=129662"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/129662\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/129663"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=129662"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=129662"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=129662"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"