Alnus Yat\u0131r\u0131m, g\u00fcnl\u00fck b\u00fclteninde k\u00fcresel piyasalarda jeopolitik geli\u015fmelerin fiyatlamalar \u00fczerindeki etkisinin s\u00fcrd\u00fc\u011f\u00fcn\u00fc belirterek, \u0130ran-Amerika Birle\u015fik Devletleri (ABD) g\u00f6r\u00fc\u015fmelerine ili\u015fkin belirsizliklerin ve Orta Do\u011fu’daki \u00e7at\u0131\u015fma risklerinin petrol fiyatlar\u0131n\u0131 yeniden yukar\u0131 ta\u015f\u0131d\u0131\u011f\u0131na dikkat \u00e7ekti.\u00a0<\/p>\n
Kurum, BIST 100 endeksinin g\u00fcne yatay ba\u015flamas\u0131n\u0131 beklerken, endekste 13.750-13.600 destek, 13.900-14.000 diren\u00e7 seviyelerinin takip edilece\u011fini bildirdi.<\/p>\n
Alnus Yat\u0131r\u0131m’\u0131n de\u011ferlendirmesine g\u00f6re BIST 100, haftan\u0131n ilk i\u015flem g\u00fcn\u00fcne 45,68 puanl\u0131k y\u00fckseli\u015fle ba\u015flad\u0131. G\u00fcn i\u00e7erisinde 13.910,91 seviyesini test eden endeks, g\u00fcn\u00fc y\u00fczde 0,23 art\u0131\u015fla 13.811,60 puandan tamamlad\u0131. \u0130\u015flem hacmi ise \u00f6nceki g\u00fcnk\u00fc 189,33 milyar TL seviyesinden 187,55 milyar TL’ye s\u0131n\u0131rl\u0131 geriledi.<\/p>\n
Endekse puan baz\u0131nda en fazla pozitif katk\u0131y\u0131 TUPRS 46,31 puanla, ODINE 26,49 puanla, KCHOL 8,96 puanla, ASELS 8,81 puanla ve GUNDG 5,67 puanla yapt\u0131. Negatif tarafta ise EREGL 17,98 puan, SASA 17,17 puan, HEDEF 16,64 puan, AKSEN 6,97 puan ve THYAO 6,67 puan ile \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
BIST 100’de en fazla y\u00fckselen hisseler ENDAE, MCARD ve OFSYM olurken, bu hisselerde g\u00fcnl\u00fck art\u0131\u015f y\u00fczde 10’a ula\u015ft\u0131. ISGSY y\u00fczde 9,99, ALCAR y\u00fczde 9,98 y\u00fckseldi. En fazla gerileyen hisselerde ise ALCTL ve ISATR y\u00fczde 10, BALSU y\u00fczde 9,98, ARFYE y\u00fczde 9,98 ve BARMA y\u00fczde 9,97 d\u00fc\u015f\u00fc\u015f kaydetti.<\/p>\n
Yurt i\u00e7i ekonomik takvimde sanayi \u00fcretimi ve in\u015faat maliyet endeksinin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 belirten Alnus Yat\u0131r\u0131m, Haziran ay\u0131nda sanayi \u00fcretiminin ayl\u0131k bazda y\u00fczde 0,1 artt\u0131\u011f\u0131n\u0131, y\u0131ll\u0131k bazda ise y\u00fczde 1,4 geriledi\u011fini aktard\u0131.<\/p>\n
\u0130n\u015faat maliyet endeksi ise haziranda ayl\u0131k y\u00fczde 0,45 y\u00fckselirken, y\u0131ll\u0131k art\u0131\u015f oran\u0131 may\u0131s ay\u0131ndaki y\u00fczde 29,84 seviyesinden y\u00fczde 28,66’ya geriledi.<\/p>\n
K\u00fcresel piyasalarda ise \u0130ran ile ABD aras\u0131ndaki g\u00f6r\u00fc\u015fmelere ili\u015fkin a\u00e7\u0131klamalar g\u00fcndemin merkezinde yer ald\u0131. ABD Ba\u015fkan\u0131 Donald Trump’\u0131n \u0130ran ile g\u00f6r\u00fc\u015fmelerin s\u00fcrd\u00fc\u011f\u00fcne y\u00f6nelik a\u00e7\u0131klamalar\u0131na kar\u015f\u0131n \u0130ran D\u0131\u015fi\u015fleri Bakanl\u0131\u011f\u0131 S\u00f6zc\u00fcs\u00fc \u0130smail Bekayi, ABD ile halen do\u011frudan m\u00fczakere y\u00fcr\u00fctmediklerini belirtti.<\/p>\n
Bekayi ayr\u0131ca Umman’la var\u0131lan yol haritas\u0131n\u0131n denizcilik hizmetleri i\u00e7in \u00fccret al\u0131nmas\u0131n\u0131 da kapsad\u0131\u011f\u0131n\u0131 ve g\u00f6r\u00fc\u015fmelerin oda\u011f\u0131nda ge\u00e7i\u015f plan\u0131n\u0131n bulundu\u011funu ifade etti.<\/p>\n
\u0130ran taraf\u0131, ABD y\u00f6netiminin ablukay\u0131 kald\u0131rmas\u0131 ve y\u0131k\u0131c\u0131 eylemlerin bedelini \u00f6demesi halinde H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n a\u00e7\u0131labilece\u011fini, aksi durumda ise bo\u011faz\u0131n g\u00fcvenli bir ge\u00e7i\u015f g\u00fczergah\u0131 olmayaca\u011f\u0131n\u0131 vurgulad\u0131.<\/p>\n
Yemen’de Husiler ile h\u00fck\u00fcmet g\u00fc\u00e7leri aras\u0131ndaki \u00e7at\u0131\u015fmalar\u0131n da Bab el-Mandeb Bo\u011faz\u0131’na ili\u015fkin endi\u015feleri art\u0131rd\u0131\u011f\u0131na i\u015faret eden Alnus Yat\u0131r\u0131m, b\u00f6lgedeki geli\u015fmelerin enerji fiyatlar\u0131 a\u00e7\u0131s\u0131ndan yak\u0131ndan izlenmeye devam edece\u011fini belirtti.<\/p>\n
Trump’\u0131n \u0130ran ile g\u00f6r\u00fc\u015fmelere ili\u015fkin “Biz de onlardan tazminat istiyoruz” a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan ate\u015fkes beklentilerine y\u00f6nelik soru i\u015faretlerinin artt\u0131\u011f\u0131n\u0131 kaydeden kurum, iki \u00fclke aras\u0131ndaki olas\u0131 anla\u015fman\u0131n maddelerinin hen\u00fcz olgunla\u015fmad\u0131\u011f\u0131 y\u00f6n\u00fcndeki beklentilerin g\u00fc\u00e7lendi\u011fini bildirdi.<\/p>\n
Bu geli\u015fmelerin ard\u0131ndan Brent petrol\u00fcn 84 dolar seviyelerinin \u00fczerine \u00e7\u0131karak 87 dolar seviyelerine kadar y\u00fckseldi\u011fi belirtildi. Alnus Yat\u0131r\u0131m, petroldeki y\u00fckseli\u015fin piyasalardaki jeopolitik tedirginli\u011fi art\u0131rd\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n
Alnus Yat\u0131r\u0131m’\u0131n teknik analizinde, BIST 100’\u00fcn 13.811 seviyesinden al\u0131c\u0131l\u0131 kapan\u0131\u015f yapt\u0131\u011f\u0131 belirtilirken, 13.750 civar\u0131ndaki 21 g\u00fcnl\u00fck \u00fcssel hareketli ortalama ilk destek b\u00f6lgesi olarak g\u00f6sterildi.<\/p>\n
Endeksin 13.750’nin alt\u0131na gerilemesi halinde 13.600 seviyesinin takip edilece\u011fi ifade edilirken, yukar\u0131 y\u00f6nl\u00fc hareketlerde 13.900 ve 14.000 diren\u00e7leri yeniden g\u00fcndeme gelecek.<\/p>\n
Kurumun teknik seviyeleri \u015f\u00f6yle s\u0131raland\u0131:<\/p>\n
BIST 100 destek: 13.750 \u2013 13.600
BIST 100 diren\u00e7: 13.900 \u2013 14.000<\/p>\n
BIST 30 yak\u0131n vadeli kontrat\u0131n\u0131n son i\u015flem g\u00fcn\u00fcn\u00fc 15.851 seviyesinden sat\u0131c\u0131l\u0131 tamamlad\u0131\u011f\u0131n\u0131 belirten Alnus Yat\u0131r\u0131m, sat\u0131\u015flar\u0131n devam etmesi halinde 15.800 ve 15.490 seviyelerinin destek olarak izlenece\u011fini bildirdi.<\/p>\n
Al\u0131c\u0131l\u0131 g\u00f6r\u00fcn\u00fcm olu\u015fmas\u0131 halinde ise 16.000 ve 16.250 seviyeleri diren\u00e7 konumunda bulunuyor.<\/p>\n
V\u0130OP destek: 15.800 \u2013 15.490
V\u0130OP diren\u00e7: 16.000 \u2013 16.250<\/p>\n
Dolar\/TL taraf\u0131nda ise kurun son i\u015flem g\u00fcn\u00fcn\u00fc 47,73 civar\u0131nda tamamlad\u0131\u011f\u0131, yeni g\u00fcne 47,74 seviyesinden yatay ba\u015flad\u0131\u011f\u0131 belirtildi. Kurun rekor seviyelere yak\u0131n seyretmesi nedeniyle teknik diren\u00e7 seviyesinin verilemedi\u011fi ifade edilirken, a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerde 47,70 seviyesinin alt\u0131nda kal\u0131c\u0131l\u0131k olu\u015fup olu\u015fmayaca\u011f\u0131 izlenecek.<\/p>\n
Alnus Yat\u0131r\u0131m verilerine g\u00f6re son i\u015flem g\u00fcn\u00fcnde S&P 500 y\u00fczde 0,62, DAX y\u00fczde 0,69, Nasdaq 100 y\u00fczde 1,19 ve Nikkei 225 y\u00fczde 2,01 y\u00fckseldi. Ons alt\u0131n y\u00fczde 0,14 gerileyerek 4.335,67 seviyesine inerken, Brent petrol y\u00fczde 2,29 art\u0131\u015fla 84,27 dolara y\u00fckseldi. Dolar Endeksi ise y\u00fczde 0,18 art\u0131\u015fla 99,71 seviyesinde ger\u00e7ekle\u015fti.<\/p>\n
Yurt i\u00e7inde BIST 30 y\u00fczde 0,06 art\u0131\u015fla 15.605,61, BIST T\u00fcm y\u00fczde 0,11 art\u0131\u015fla 17.960,59 ve BIST S\u0131nai y\u00fczde 0,48 art\u0131\u015fla 19.107,86 puandan g\u00fcn\u00fc tamamlad\u0131. BIST Banka y\u00fczde 1,28, BIST Hizmet ise y\u00fczde 0,76 geriledi.<\/p>\n
\u015eirketlerden \u00f6nemli geli\u015fmeler<\/p>\n
Alnus Yat\u0131r\u0131m’\u0131n \u015firket haberleri b\u00f6l\u00fcm\u00fcnde \u00e7ok say\u0131da KAP geli\u015fmesi de \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
TURSG, 1 Ocak-31 Temmuz 2026 d\u00f6neminde ba\u011f\u0131ms\u0131z denetimden ge\u00e7memi\u015f br\u00fct prim \u00fcretiminin 107,11 milyar TL’ye ula\u015ft\u0131\u011f\u0131n\u0131 ve y\u0131ll\u0131k bazda y\u00fczde 30 artt\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n
LINK, Ziraat Kat\u0131l\u0131m Bankas\u0131 ile y\u00fcr\u00fctt\u00fc\u011f\u00fc i\u015f birli\u011fi kapsam\u0131nda Link Cloud \u00fczerinden vergi ve SGK \u00f6demelerinin Ziraat Kat\u0131l\u0131m altyap\u0131s\u0131 kullan\u0131larak ger\u00e7ekle\u015ftirilebilmesine y\u00f6nelik entegrasyonun tamamland\u0131\u011f\u0131n\u0131 duyurdu. \u015eirket, bu \u00e7al\u0131\u015fmay\u0131 “G\u00f6m\u00fcl\u00fc Finans” vizyonunun \u00f6nemli bile\u015fenlerinden biri olarak de\u011ferlendiriyor.<\/p>\n
ASTOR, TE\u0130A\u015e taraf\u0131ndan ger\u00e7ekle\u015ftirilen 11 adet Mobil Hibrit Mod\u00fcl\u00fc Temini ihalesinde 351,1 milyon TL bedelle en avantajl\u0131 teklifi vererek birinci oldu ve s\u00f6zle\u015fme imzalad\u0131.<\/p>\n
FORTE, Devlet Malzeme Ofisi’nin bir kamu kurumunun siber g\u00fcvenlik kapsam\u0131nda veri depolama \u00fcnitesi al\u0131m ihalesini 124,5 milyon TL bedelle kazand\u0131.<\/p>\n
EMNIS, Tunus, Fas, Cezayir ve Libya’y\u0131 kapsayan Kuzey Afrika pazar\u0131nda sat\u0131\u015f ve pazar pay\u0131n\u0131 art\u0131rmak amac\u0131yla b\u00f6lgedeki bir firmayla m\u00fcnhas\u0131r ticari temsilcilik s\u00f6zle\u015fmesi imzalad\u0131.<\/p>\n
BFREN, Robert Bosch GmbH ile Ticari Ara\u00e7 Sistemleri alan\u0131nda T\u00fcrkiye’de yeni \u00fcr\u00fcn \u00fcretimine y\u00f6nelik proje kapsam\u0131nda 267,83 milyon TL tutar\u0131nda yeni Yat\u0131r\u0131m Te\u015fvik Belgesi ald\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. \u015eirket, yat\u0131r\u0131mlar\u0131n tamamlanmas\u0131n\u0131n ard\u0131ndan 2027 y\u0131l\u0131nda s\u00fcre\u00e7 bazl\u0131 seri \u00fcretime ge\u00e7meyi planl\u0131yor.<\/p>\n
TKFEN ve Fernas \u0130n\u015faat i\u015f ortakl\u0131\u011f\u0131, Pursaklar-Esenbo\u011fa rayl\u0131 sistem hatt\u0131 i\u015fi ihalesinde KDV hari\u00e7 54,41 milyar TL tutar\u0131ndaki teklifiyle ekonomik a\u00e7\u0131dan en avantajl\u0131 teklif olarak de\u011ferlendirildi.<\/p>\n
HKTM, savunma sanayii kurulu\u015flar\u0131ndan biriyle y\u00fcr\u00fctt\u00fc\u011f\u00fc sualt\u0131 denizcilik sisteminin yerlile\u015ftirilmesi projesi kapsam\u0131nda 956 bin avroluk ilave sipari\u015f ald\u0131. B\u00f6ylece \u015firketin sualt\u0131 sistemlerine y\u00f6nelik toplam sipari\u015f tutar\u0131 3,216 milyon avroya ula\u015ft\u0131.<\/p>\n
ENJSA, 2026 y\u0131l\u0131 faaliyet gelirleri beklentisini 80-85 milyar TL, baz al\u0131nan net k\u00e2r beklentisini ise 13-15 milyar TL seviyesine y\u00fckseltti. \u015eirket yat\u0131r\u0131mlar\u0131n\u0131 30-35 milyar TL, d\u00fczenlemeye tabi varl\u0131k taban\u0131n\u0131 110-120 milyar TL olarak \u00f6ng\u00f6rd\u00fc.<\/p>\n
CRFSA’da Yeni Ma\u011fazac\u0131l\u0131k taraf\u0131ndan 7,128 milyar TL tutar\u0131nda sermaye avans\u0131 \u00f6demesi ger\u00e7ekle\u015ftirildi. B\u00f6ylece \u015firket taraf\u0131ndan sa\u011flanan toplam sermaye avans\u0131 15,92 milyar TL’ye ula\u015ft\u0131.<\/p>\n
CELHA, ekonomik ve sekt\u00f6rel ko\u015fullar nedeniyle \u00fcretim faaliyetlerinin 10 A\u011fustos itibar\u0131yla \u00fc\u00e7 vardiya yerine iki vardiya d\u00fczeninde s\u00fcrd\u00fcr\u00fclmesine karar verdi. Personel say\u0131s\u0131 331’den 294’e inerken y\u0131ll\u0131k efektif \u00fcretim kapasitesinin yakla\u015f\u0131k 45 bin tondan 40 bin ton seviyesine gerilemesi bekleniyor.<\/p>\n
OZATD, yurt d\u0131\u015f\u0131nda mukim d\u00f6rt firma ile toplam 4,565 milyon dolar tutar\u0131nda d\u00f6rt gemi tamir, bak\u0131m ve onar\u0131m s\u00f6zle\u015fmesi imzalad\u0131.<\/p>\n
NTHOL, pay geri al\u0131m program\u0131 kapsam\u0131nda 750 bin TL nominal de\u011ferli NET HOLD\u0130NG pay\u0131n\u0131 43,52-43,82 TL fiyat aral\u0131\u011f\u0131ndan toplam 32,71 milyon TL bedelle geri ald\u0131. \u0130\u015flem sonras\u0131nda \u015firketin NET HOLD\u0130NG sermayesindeki pay\u0131 y\u00fczde 9,50’ye ula\u015ft\u0131.<\/p>\n
SEKUR ise ba\u011fl\u0131 ortakl\u0131\u011f\u0131 Polifilm Ambalaj’\u0131n sermayesinin y\u00fczde 99,82’sini temsil eden 20,105 milyon adet pay\u0131n 4,25 milyon dolar bedelle devrine ili\u015fkin s\u00f6zle\u015fmenin imzaland\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Ayr\u0131ca Sekuro’nun maddi ve maddi olmayan duran varl\u0131klar\u0131n\u0131n 7 milyon dolar + KDV bedelle Polifilm Ambalaj’a sat\u0131lmas\u0131na ili\u015fkin karar al\u0131nd\u0131. \u015eirket hissedar\u0131 Murat Hakan \u00c7il’in sahip oldu\u011fu 51 milyon adet halka kapal\u0131 pay\u0131n tamam\u0131n\u0131n Bulls Giri\u015fim Sermayesi Yat\u0131r\u0131m Ortakl\u0131\u011f\u0131’na devrine ili\u015fkin de s\u00f6zle\u015fme imzaland\u0131.<\/p>\n
ALVES ise Y\u00f6netim Kurulu Ba\u015fkan\u0131 Deniz Karamercan hakk\u0131nda adli soru\u015fturma kapsam\u0131nda g\u00f6zalt\u0131 karar\u0131 verildi\u011fini a\u00e7\u0131klad\u0131. \u015eirket, soru\u015fturman\u0131n gizlilik kapsam\u0131nda y\u00fcr\u00fct\u00fcld\u00fc\u011f\u00fcn\u00fc belirterek yat\u0131r\u0131mc\u0131lar\u0131n yaln\u0131zca KAP ve resmi ileti\u015fim kanallar\u0131ndaki a\u00e7\u0131klamalar\u0131 dikkate almalar\u0131 gerekti\u011fini vurgulad\u0131.<\/p>\n
Alnus Yat\u0131r\u0131m, g\u00fcn\u00fcn yurt i\u00e7i veri g\u00fcndeminde haziran ay\u0131 perakende sat\u0131\u015flar, ABD taraf\u0131nda ise temmuz ikinci el konut sat\u0131\u015flar\u0131 ve haftal\u0131k API ham petrol stoklar\u0131n\u0131n takip edilece\u011fini bildirdi.<\/p>\n
Kuruma g\u00f6re k\u00fcresel piyasalarda ekonomik veri ak\u0131\u015f\u0131 g\u00f6rece sakin olsa da jeopolitik g\u00fcndem fiyatlamalarda ana belirleyici olmaya devam edecek.<\/p>\n
<\/strong> \u0130stanbul, 11 A\u011fustos (Hibya) \u2013 Alnus Yat\u0131r\u0131m, g\u00fcnl\u00fck b\u00fclteninde k\u00fcresel piyasalarda jeopolitik geli\u015fmelerin fiyatlamalar \u00fczerindeki etkisinin s\u00fcrd\u00fc\u011f\u00fcn\u00fc belirterek, \u0130ran-Amerika Birle\u015fik Devletleri (ABD) g\u00f6r\u00fc\u015fmelerine ili\u015fkin belirsizliklerin ve Orta Do\u011fu’daki \u00e7at\u0131\u015fma risklerinin petrol fiyatlar\u0131n\u0131 yeniden yukar\u0131 ta\u015f\u0131d\u0131\u011f\u0131na dikkat \u00e7ekti.\u00a0<\/p>\n","protected":false},"author":1,"featured_media":130295,"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-130294","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\/130294","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=130294"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/130294\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/130295"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=130294"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=130294"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=130294"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"