Halk Yat\u0131r\u0131m, k\u00fcresel piyasalarda ABD\u2019de temmuz ay\u0131na ili\u015fkin \u00dcFE verilerinin beklentilerin alt\u0131nda kalmas\u0131yla tahvil piyasalar\u0131nda al\u0131c\u0131l\u0131 seyrin izlendi\u011fini bildirdi.<\/p>\n
Halk Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re ABD\u2019de temmuz ay\u0131nda \u00e7ekirdek \u00dcFE ayl\u0131k y\u00fczde 0,2, y\u0131ll\u0131k y\u00fczde 4,2 artt\u0131. \u00dcFE ise ayl\u0131k bazda de\u011fi\u015fim g\u00f6stermezken y\u0131ll\u0131k y\u00fczde 4,7 y\u00fckseldi. Verilerin ard\u0131ndan ABD\u2019nin 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi 7 baz puan azal\u0131\u015fla y\u00fczde 4,62\u2019ye, Almanya\u2019n\u0131n 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi ise 4 baz puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 3,12\u2019ye geriledi.<\/p>\n
T\u00fcrkiye\u2019nin 5 y\u0131ll\u0131k dolar cinsi CDS risk priminin 221 baz puan seviyesinde bulundu\u011funu aktaran Halk Yat\u0131r\u0131m, Kas\u0131m 2036 vadeli 10 y\u0131ll\u0131k Eurobond faizinin de 4 baz puan azal\u0131\u015fla y\u00fczde 7,12 seviyesine geriledi\u011fini belirtti.<\/p>\n
D\u00f6viz piyasas\u0131nda maj\u00f6r para birimlerinin ABD dolar\u0131 kar\u015f\u0131s\u0131nda kar\u0131\u015f\u0131k seyir izledi\u011fini kaydeden kurum, Dolar Endeksi\u2019nin 99,831 seviyesine geriledi\u011fini, Euro\/Dolar paritesinin 1,1540 seviyesine y\u00fckseldi\u011fini ve Dolar\/TL spot kurunun 47,77 seviyesinde i\u015flem g\u00f6rd\u00fc\u011f\u00fcn\u00fc bildirdi.<\/p>\n
Yurt i\u00e7inde T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n 2026 y\u0131l sonu enflasyon tahminini y\u00fczde 26\u2019dan y\u00fczde 28\u2019e y\u00fckseltti\u011fini belirten Halk Yat\u0131r\u0131m, TCMB\u2019nin parasal duru\u015fun s\u0131k\u0131la\u015ft\u0131r\u0131laca\u011f\u0131n\u0131 ve dezenflasyon s\u00fcrecinin beklentilenden biraz daha uzun s\u00fcrebilece\u011fini vurgulad\u0131\u011f\u0131n\u0131 aktard\u0131. 2027 ve 2028 y\u0131l sonu tahminlerinin ise s\u0131ras\u0131yla y\u00fczde 15 ve y\u00fczde 9 seviyelerinde korundu\u011fu belirtildi.<\/p>\n
Verilerin ard\u0131ndan yurt i\u00e7i tahvil piyasas\u0131nda al\u0131c\u0131l\u0131 seyrin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 bildiren Halk Yat\u0131r\u0131m, 2 y\u0131ll\u0131k g\u00f6sterge tahvilin bile\u015fik faizinin 45 baz puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 41,15\u2019e, 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizinin ise 17 baz puan azal\u0131\u015fla y\u00fczde 34,80\u2019e geriledi\u011fini kaydetti. BIST Kesin Al\u0131m Sat\u0131m Pazar\u0131 i\u015flem hacminin ise 25,1 milyar TL\u2019ye d\u00fc\u015ft\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n
7 A\u011fustos ile sona eren haftada yurt d\u0131\u015f\u0131 yerle\u015fiklerin D\u0130BS stokunda piyasa ve kur hareketlerinden ar\u0131nd\u0131r\u0131lm\u0131\u015f olarak 545,8 milyon dolarl\u0131k art\u0131\u015f ger\u00e7ekle\u015fti\u011fini belirten Halk Yat\u0131r\u0131m, \u00f6zel sekt\u00f6r bor\u00e7lanma ara\u00e7lar\u0131 stokunun ise 13,6 milyon dolar azald\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n
\u0130lgili haftada D\u0130BS stokunun 56,9 milyar TL art\u0131\u015fla 9,4 trilyon TL nominal de\u011fere ula\u015ft\u0131\u011f\u0131n\u0131 aktaran kurum, yurt d\u0131\u015f\u0131 yerle\u015fiklerin D\u0130BS stokunun da 20,3 milyar TL artarak 844,4 milyar TL seviyesine y\u00fckseldi\u011fini belirtti. B\u00f6ylece yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n D\u0130BS stoku i\u00e7erisindeki pay\u0131n\u0131n y\u00fczde 8,99\u2019a \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi.<\/p>\n
Halk Yat\u0131r\u0131m, yurt i\u00e7i yerle\u015fiklerin d\u00f6viz mevduatlar\u0131nda parite etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f olarak toplam 1 milyar 770 milyon dolarl\u0131k art\u0131\u015f g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc aktard\u0131. Bu art\u0131\u015f\u0131n 1 milyar 403 milyon dolarl\u0131k b\u00f6l\u00fcm\u00fcn\u00fcn ger\u00e7ek ki\u015filerden, 368 milyon dolarl\u0131k b\u00f6l\u00fcm\u00fcn\u00fcn ise t\u00fczel ki\u015filerden kaynakland\u0131\u011f\u0131 belirtildi.<\/p>\n
T\u00dc\u0130K taraf\u0131ndan a\u00e7\u0131klanan Tar\u0131m \u00dcr\u00fcnleri \u00dcretici Fiyat Endeksi verilerine de de\u011finen Halk Yat\u0131r\u0131m, Tar\u0131m-\u00dcFE\u2019nin temmuz ay\u0131nda ayl\u0131k y\u00fczde 2,31, y\u0131l\u0131n ba\u015f\u0131na g\u00f6re y\u00fczde 10,22, y\u0131ll\u0131k y\u00fczde 18,81 ve 12 ayl\u0131k ortalamalara g\u00f6re y\u00fczde 35,12 artt\u0131\u011f\u0131n\u0131 bildirdi. Tar\u0131m ve avc\u0131l\u0131k \u00fcr\u00fcnleri ile ilgili hizmetlerde ayl\u0131k art\u0131\u015f y\u00fczde 2,52 olurken bal\u0131k\u00e7\u0131l\u0131k ve su \u00fcr\u00fcnlerinde y\u00fczde 0,82 art\u0131\u015f, ormanc\u0131l\u0131k \u00fcr\u00fcnleri ve ilgili hizmetlerde ise y\u00fczde 1,66 d\u00fc\u015f\u00fc\u015f kaydedildi.<\/p>\n
Commerzbank\u2019\u0131n T\u00fcrk liras\u0131na ili\u015fkin de\u011ferlendirmesine de yer veren Halk Yat\u0131r\u0131m, bankan\u0131n kur y\u00f6netiminin zorla\u015fmas\u0131n\u0131 ve TL\u2019nin y\u0131l sonuna kadar daha fazla de\u011fer kaybetmesini bekledi\u011fini aktard\u0131. Commerzbank stratejisti Tatha Ghose, swaplar hari\u00e7 net d\u00f6viz rezervlerinin m\u00fctevaz\u0131 seviyelerde bulundu\u011funu ve Merkez Bankas\u0131 ile kamu bankalar\u0131n\u0131n TL\u2019deki de\u011fer kayb\u0131n\u0131 s\u0131n\u0131rlamak i\u00e7in d\u00f6viz m\u00fcdahalelerinde \u00f6nemli bir y\u00fck ta\u015f\u0131d\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
Halk Yat\u0131r\u0131m, Sermaye Piyasas\u0131 Kurulu\u2019nun 1 Ekim\u2019den itibaren paylar\u0131 borsada i\u015flem g\u00f6ren halka a\u00e7\u0131k ortakl\u0131klar\u0131n \u00f6zel durum a\u00e7\u0131klamalar\u0131n\u0131 T\u00fcrk\u00e7enin yan\u0131 s\u0131ra e\u015f zamanl\u0131 olarak \u0130ngilizce yay\u0131mlamas\u0131n\u0131 zorunlu hale getirdi\u011fini aktard\u0131.<\/p>\n
Yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n 7 A\u011fustos haftas\u0131nda hisse senetlerinde s\u0131n\u0131rl\u0131 al\u0131m yaparken tahvillerde daha g\u00fc\u00e7l\u00fc al\u0131m ger\u00e7ekle\u015ftirdi\u011fini belirten Halk Yat\u0131r\u0131m, TCMB verilerine g\u00f6re yabanc\u0131lar\u0131n bir \u00f6nceki haftaki 185,9 milyon dolarl\u0131k hisse sat\u0131\u015f\u0131n\u0131n ard\u0131ndan 7 A\u011fustos haftas\u0131nda 1,5 milyon dolarl\u0131k net hisse al\u0131m\u0131 yapt\u0131\u011f\u0131n\u0131 bildirdi. Yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n tahvil al\u0131m\u0131n\u0131n ise 505 milyon dolara y\u00fckseldi\u011fi aktar\u0131ld\u0131.<\/p>\n
TCMB rezervlerinin 7 A\u011fustos haftas\u0131nda y\u00fckseldi\u011fini belirten Halk Yat\u0131r\u0131m, br\u00fct rezervlerin \u00f6nceki ay sonuna g\u00f6re y\u00fczde 8,5 artarak 178,4 milyar dolara \u00e7\u0131kt\u0131\u011f\u0131n\u0131 kaydetti. Net rezervlerin 54,2 milyar dolardan 63 milyar dolara y\u00fckseldi\u011fi, swap hari\u00e7 net rezervlerin ise 40,8 milyar dolardan 50,6 milyar dolara \u00e7\u0131kt\u0131\u011f\u0131 belirtildi.<\/p>\n
TCMB verilerine g\u00f6re d\u00f6viz mevduatlar\u0131n\u0131n parite etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f olarak 7 A\u011fustos haftas\u0131nda 1 milyar 770 milyon dolar artt\u0131\u011f\u0131n\u0131 aktaran kurum, ger\u00e7ek ki\u015filerin d\u00f6viz mevduatlar\u0131n\u0131n 1 milyar 403 milyon dolar, t\u00fczel ki\u015filerin mevduatlar\u0131n\u0131n ise 368 milyon dolar y\u00fckseldi\u011fini bildirdi. Kur korumal\u0131 T\u00fcrk liras\u0131 mevduat ve kat\u0131lma hesaplar\u0131n\u0131n bakiyesinin de 106 milyon lira azalarak 51 milyon liraya geriledi\u011fi kaydedildi.<\/p>\n
K\u00fcresel \u015firket haberleri taraf\u0131nda veri analiti\u011fi ve yapay zeka \u015firketi Databricks\u2019in 190 milyar dolar de\u011ferleme \u00fczerinden 5 milyar dolar finansman sa\u011flad\u0131\u011f\u0131n\u0131 aktaran Halk Yat\u0131r\u0131m, \u015firketin bu y\u0131l ger\u00e7ekle\u015ftirdi\u011fi ikinci finansman turunun Coatue Management liderli\u011finde tamamland\u0131\u011f\u0131n\u0131 belirtti. \u015eirketin y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f gelirinin 7 milyar dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131 ve ikinci \u00e7eyrekte y\u0131ll\u0131k bazda y\u00fczde 80\u2019in \u00fczerinde b\u00fcy\u00fcd\u00fc\u011f\u00fc ifade edildi.<\/p>\n
BlackRock\u2019\u0131n k\u00fcresel sabit getirili varl\u0131klar ba\u015f yat\u0131r\u0131m direkt\u00f6r\u00fc Rick Rieder\u2019\u0131n Japonya Merkez Bankas\u0131\u2019ndan daha \u015fahin sinyaller gelmesi gerekti\u011fini belirtti\u011fini aktaran Halk Yat\u0131r\u0131m, Japon yeninin dolar kar\u015f\u0131s\u0131nda yeniden 160 seviyesine yakla\u015farak son 40 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyelerine geriledi\u011fini bildirdi.<\/p>\n
\u0130ngiltere ekonomisinin ikinci \u00e7eyrekte \u00e7eyreklik bazda y\u00fczde 0,4, y\u0131ll\u0131k bazda y\u00fczde 1,2 b\u00fcy\u00fcd\u00fc\u011f\u00fcn\u00fc aktaran Halk Yat\u0131r\u0131m, b\u00fcy\u00fcmenin temel unsurunun hizmet sekt\u00f6r\u00fc oldu\u011funu belirtti.<\/p>\n
Stellantis\u2019in ise \u00c7inli rakipleri kar\u015f\u0131s\u0131nda G\u00fcney Amerika\u2019da pazar pay\u0131 kaybetmesi nedeniyle b\u00f6lgeye y\u00f6nelik teknoloji ve elektrifikasyon stratejisini yeniden de\u011ferlendirdi\u011fi aktar\u0131ld\u0131.<\/p>\n
\u015eirket haberlerinde Turkcell\u2019in 2026 y\u0131l\u0131 ikinci \u00e7eyre\u011finde konsolide cirosunun y\u0131ll\u0131k y\u00fczde 2,5 art\u0131\u015fla 71,77 milyar TL\u2019ye y\u00fckseldi\u011fi belirtildi. Faaliyet kar\u0131n\u0131n y\u00fczde 18,9 d\u00fc\u015f\u00fc\u015fle 9,45 milyar TL\u2019ye geriledi\u011fi, FAV\u00d6K\u2019\u00fcn y\u00fczde 1,6 azal\u0131\u015fla 30 milyar TL, net kar\u0131n ise y\u00fczde 5,7 d\u00fc\u015f\u00fc\u015fle 5,23 milyar TL oldu\u011fu aktar\u0131ld\u0131. Halk Yat\u0131r\u0131m, beklentilerle uyumlu operasyonel k\u00e2rl\u0131l\u0131k ve 1x seviyesinin alt\u0131nda kalan net bor\u00e7\/FAV\u00d6K oran\u0131 nedeniyle sonu\u00e7lar\u0131n hisse performans\u0131na etkisini s\u0131n\u0131rl\u0131 pozitif olarak de\u011ferlendirdi.<\/p>\n
Ekim Turizm\u2019in pay geri al\u0131m program\u0131 kapsam\u0131nda 13 A\u011fustos\u2019ta 150 bin adet pay geri ald\u0131\u011f\u0131, toplam geri al\u0131nan pay say\u0131s\u0131n\u0131n 2,4 milyona ula\u015ft\u0131\u011f\u0131 ve geri al\u0131nan paylar\u0131n sermayeye oran\u0131n\u0131n y\u00fczde 0,28\u2019e y\u00fckseldi\u011fi aktar\u0131ld\u0131.<\/p>\n
Aksa Enerji\u2019nin ikinci \u00e7eyrek sat\u0131\u015f gelirlerinin y\u0131ll\u0131k y\u00fczde 28,3 d\u00fc\u015f\u00fc\u015fle 9,34 milyar TL\u2019ye geriledi\u011fini belirten Halk Yat\u0131r\u0131m, FAV\u00d6K\u2019\u00fcn y\u00fczde 16,2 art\u0131\u015fla 3,86 milyar TL\u2019ye y\u00fckseldi\u011fini ve FAV\u00d6K marj\u0131n\u0131n y\u00fczde 41,3 seviyesine \u00e7\u0131kt\u0131\u011f\u0131n\u0131 bildirdi. \u015eirketin net kar\u0131n\u0131n ise y\u00fczde 53,7 d\u00fc\u015f\u00fc\u015fle 568 milyon TL olarak ger\u00e7ekle\u015fti\u011fi kaydedildi.<\/p>\n
Europower Enerji\u2019nin do\u011frudan, Giri\u015fim Elektrik\u2019in dolayl\u0131 ba\u011fl\u0131 ortakl\u0131\u011f\u0131 Peak PV Solar Teknolojileri\u2019nin TE\u0130A\u015e taraf\u0131ndan ger\u00e7ekle\u015ftirilen Malatya-1-Ad\u0131yaman enerji iletim hatt\u0131 yenileme ihalesinde en avantajl\u0131 teklifi vererek birinci oldu\u011funu aktaran Halk Yat\u0131r\u0131m, ihalenin \u015firket \u00fczerinde kald\u0131\u011f\u0131n\u0131n kesinle\u015fti\u011fini ve i\u015fin baz bedelinin 584,2 milyon TL oldu\u011funu belirtti.<\/p>\n
<\/strong> \u0130stanbul, 14 A\u011fustos (Hibya) – Halk Yat\u0131r\u0131m, k\u00fcresel piyasalarda ABD \u00dcFE verileri ve tahvil faizlerindeki gerilemenin, yurt i\u00e7inde ise TCMB\u2019nin enflasyon tahminindeki revizyon ile yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n tahvil al\u0131mlar\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n","protected":false},"author":1,"featured_media":132268,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1],"tags":[],"class_list":["post-132267","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/132267","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=132267"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/132267\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/132268"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=132267"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=132267"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=132267"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"