Alnus Yat\u0131r\u0131m\u2019\u0131n g\u00fcnl\u00fck b\u00fcltenine g\u00f6re Borsa \u0130stanbul\u2019da yeni haftaya jeopolitik risklerin g\u00f6lgesinde ba\u015flan\u0131rken, piyasalar\u0131n oda\u011f\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki geli\u015fmeler, petrol fiyatlar\u0131 ve yurt i\u00e7i b\u00fct\u00e7e dengesi verisi olacak.<\/p>\n
BIST 100 endeksi haftan\u0131n son i\u015flem g\u00fcn\u00fcn\u00fc y\u00fczde 0,28 y\u00fckseli\u015fle 14.172,26 puandan tamamlad\u0131. G\u00fcn i\u00e7inde 14.160 seviyeleri test edilirken, i\u015flem hacmi 184,80 milyar TL\u2019ye geriledi. Endekse puan baz\u0131nda en fazla katk\u0131y\u0131 TUPRS, KTLEV ve ODINE sa\u011flad\u0131.<\/p>\n
Alnus Yat\u0131r\u0131m, teknik g\u00f6r\u00fcn\u00fcmde 14.160 seviyesinin \u00fczerinde kal\u0131c\u0131l\u0131\u011f\u0131n \u00f6nemine dikkat \u00e7ekiyor. Bu seviyenin korunmas\u0131 halinde endekste 14.340 ve 14.400 diren\u00e7leri g\u00fcndeme gelebilir. Olas\u0131 geri \u00e7ekilmelerde ise 14.100 ve 14.000 seviyeleri destek olarak izlenecek. 14.000\u2019in alt\u0131nda ise 13.800 b\u00f6lgesinin yeniden test edilme riski bulunuyor.<\/p>\n
K\u00fcresel piyasalarda haftan\u0131n ana g\u00fcndem maddesi H\u00fcrm\u00fcz Bo\u011faz\u0131 olmaya devam ediyor. Kpler verilerine g\u00f6re 13 A\u011fustos\u2019ta bo\u011fazdaki gemi trafi\u011finde bir \u00f6nceki g\u00fcne k\u0131yasla y\u00fczde 44 art\u0131\u015f ya\u015fanmas\u0131, krizin fiilen yumu\u015famaya ba\u015flad\u0131\u011f\u0131na y\u00f6nelik olumlu bir sinyal verdi.<\/p>\n
Ancak \u0130ran\u2019\u0131n H\u00fcrm\u00fcz yak\u0131nlar\u0131nda ABD\u2019ye ait MQ-9 tipi bir \u0130HA\u2019y\u0131 d\u00fc\u015f\u00fcrd\u00fc\u011f\u00fcn\u00fc a\u00e7\u0131klamas\u0131, b\u00f6lgedeki gerilimin tamamen sona ermedi\u011fini g\u00f6sterdi. Petrol fiyatlar\u0131 bu geli\u015fmelerin etkisiyle yeniden 88-89 dolar band\u0131na y\u00fckseldi.<\/p>\n
ABD Ba\u015fkan Yard\u0131mc\u0131s\u0131 J.D. Vance\u2019in, Washington\u2019\u0131n \u0130ran sava\u015f\u0131ndaki \u00f6nceli\u011finin Amerikal\u0131lar i\u00e7in petrol ve benzin fiyatlar\u0131n\u0131 d\u00fc\u015f\u00fck tutmak oldu\u011funu s\u00f6ylemesi ise piyasalarda diplomatik \u00e7\u00f6z\u00fcm beklentilerini destekleyen bir unsur olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Yeni haftada ise ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019na ili\u015fkin sert a\u00e7\u0131klamalar\u0131na \u0130ran\u2019dan gelen kar\u015f\u0131l\u0131klar takip ediliyor. \u0130ran D\u0131\u015fi\u015fleri Bakan Yard\u0131mc\u0131s\u0131 Kaz\u0131m Garibabadi, bo\u011faz\u0131n \u0130ran\u2019\u0131n kontrol\u00fcnde oldu\u011funu belirtirken, \u0130ranl\u0131 yetkililer ABD\u2019nin a\u00e7\u0131klamalar\u0131n\u0131 \u201cbl\u00f6f\u201d olarak nitelendirdi.<\/p>\n
Yurt i\u00e7inde TCMB\u2019nin Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi \u00f6ne \u00e7\u0131kt\u0131. Ankette A\u011fustos sonu T\u00dcFE beklentisi y\u00fczde 1,67 olurken, 2026 y\u0131l sonu enflasyon beklentisi y\u00fczde 29,21\u2019den y\u00fczde 29,43\u2019e y\u00fckseldi.<\/p>\n
Politika faizine ili\u015fkin y\u0131l sonu beklentisi de y\u00fczde 34,70\u2019ten y\u00fczde 35,25\u2019e \u00e7\u0131kt\u0131. Piyasa kat\u0131l\u0131mc\u0131lar\u0131 Eyl\u00fcl ay\u0131ndaki ilk PPK toplant\u0131s\u0131nda politika faizinin y\u00fczde 37 seviyesinde sabit b\u0131rak\u0131lmas\u0131n\u0131 bekliyor.<\/p>\n
Yeni haftada yurt i\u00e7i ekonomik takvimde Temmuz ay\u0131 Merkezi Y\u00f6netim B\u00fct\u00e7e Dengesi takip edilecek. K\u00fcresel tarafta ise Japonya\u2019n\u0131n b\u00fcy\u00fcme verileri ile \u00c7in\u2019in sanayi \u00fcretimi, perakende sat\u0131\u015flar\u0131, sabit varl\u0131k yat\u0131r\u0131mlar\u0131 ve i\u015fsizlik oran\u0131 piyasalar\u0131n g\u00fcndeminde olacak.<\/p>\n
Alnus Yat\u0131r\u0131m\u2019\u0131n derledi\u011fi \u015firket haberleri aras\u0131nda \u00f6zellikle enerji, yenilenebilir enerji ve sermaye art\u0131r\u0131m\u0131 geli\u015fmeleri dikkat \u00e7ekti.<\/p>\n
MAGEN, Denizli ve Manisa\u2019daki 9 jeotermal kaynak ruhsat\u0131na y\u00f6nelik yat\u0131r\u0131mlar\u0131 kapsam\u0131nda Denizli Buldan\u2019da 83 bin metrekarelik arazi sat\u0131n ald\u0131. \u015eirket, sahalarda sondaj \u00e7al\u0131\u015fmalar\u0131na ba\u015flamay\u0131 planl\u0131yor. Projenin tamamlanmas\u0131 halinde y\u0131ll\u0131k yakla\u015f\u0131k 3,86 milyar kWh elektrik \u00fcretimi hedefleniyor.<\/p>\n
BRLSM, 15,78 MWp b\u00fcy\u00fckl\u00fc\u011f\u00fcndeki g\u00fcne\u015f enerjisi santrali projesi i\u00e7in 3,625 milyon dolarl\u0131k s\u00f6zle\u015fme imzalad\u0131.<\/p>\n
EUPWR ba\u011fl\u0131 ortakl\u0131\u011f\u0131 arac\u0131l\u0131\u011f\u0131yla Konya \u00c7umra\u2019da enerji depolama yat\u0131r\u0131mlar\u0131nda kullan\u0131lmak \u00fczere 34.454 metrekarelik arsa sat\u0131n ald\u0131.<\/p>\n
SKYLP, Borsa \u0130stanbul ile merkezi veri depolama \u00fcr\u00fcn\u00fc al\u0131m\u0131na ili\u015fkin 1,75 milyon dolar + KDV tutar\u0131nda s\u00f6zle\u015fme imzalad\u0131.<\/p>\n
SMRTG\u2019de tahsisli sermaye art\u0131r\u0131m\u0131 s\u00fcreci kapsam\u0131nda \u015firkete aktar\u0131lan sermaye avans\u0131 toplam 866,8 milyon TL\u2019ye ula\u015ft\u0131.<\/p>\n
ORGE\u2019nin 80 milyon TL olan \u00e7\u0131kar\u0131lm\u0131\u015f sermayesinin 400 milyon TL\u2019ye y\u00fckseltilmesine ili\u015fkin ba\u015fvurusu SPK taraf\u0131ndan olumlu kar\u015f\u0131land\u0131.<\/p>\n
RYSAS ise daha \u00f6nce yapt\u0131\u011f\u0131 bedelli ve bedelsiz sermaye art\u0131r\u0131m\u0131 ba\u015fvurular\u0131ndan vazge\u00e7me karar\u0131 ald\u0131 ve SPK\u2019ya yap\u0131lan ba\u015fvurunun geri \u00e7ekilmesi i\u00e7in i\u015flem ba\u015flatt\u0131.<\/p>\n
ENERY taraf\u0131nda ise Yozgat Sar\u0131kaya\u2019daki alt\u0131n ruhsat sahas\u0131na ili\u015fkin revize edilen UMREK-2023 kodlu \u00e7al\u0131\u015fman\u0131n sonu\u00e7lar\u0131 a\u00e7\u0131kland\u0131. \u00c7al\u0131\u015fmada minimum modelde 13,3-18,1 milyon ton cevher ve yakla\u015f\u0131k 420-450 bin ons alt\u0131n i\u00e7eri\u011fi, maksimum modelde ise 21,2-41,2 milyon ton cevher ve yakla\u015f\u0131k 654-927 bin ons alt\u0131n potansiyeli \u00f6ng\u00f6r\u00fcld\u00fc.<\/p>\n
Ancak \u015firket, s\u00f6z konusu rakamlar\u0131n hen\u00fcz \u201cmaden kayna\u011f\u0131\u201d veya \u201cmaden rezervi\u201d olarak s\u0131n\u0131fland\u0131r\u0131lamayaca\u011f\u0131n\u0131 ve ilave sondaj \u00e7al\u0131\u015fmalar\u0131n\u0131n sonu\u00e7lar\u0131n\u0131n beklenmesi gerekti\u011fini vurgulad\u0131.<\/p>\n
Alnus Yat\u0131r\u0131m\u2019a g\u00f6re BIST 100\u2019de 14.160 seviyesi k\u0131sa vadeli y\u00f6n a\u00e7\u0131s\u0131ndan kritik e\u015fik konumunda. Endeksin bu seviyenin \u00fczerinde tutunmas\u0131 halinde 14.340 ve 14.400 diren\u00e7leri takip edilecek.<\/p>\n
A\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketlerde ise 14.100 \u2013 14.000 \u2013 13.800 seviyeleri destek olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
V\u0130OP BIST 30 yak\u0131n vadeli kontrat\u0131nda 16.226 seviyesinden kapan\u0131\u015f ger\u00e7ekle\u015firken, yukar\u0131da 16.300 ve 16.500, a\u015fa\u011f\u0131da ise 16.150 ve 16.000 seviyeleri izlenecek.<\/p>\n
Dolar\/TL ise 47,87 civar\u0131nda kapan\u0131rken yeni g\u00fcne 47,90 seviyesinde yatay-yukar\u0131 y\u00f6nl\u00fc ba\u015flad\u0131. Kurda rekor seviyelere yak\u0131n seyir nedeniyle belirgin bir teknik diren\u00e7 seviyesi verilmiyor.<\/p>\n
Alnus Yat\u0131r\u0131m, yeni haftada BIST 100\u2019de 14.160 \u00fczerindeki seyrin korunmas\u0131n\u0131 pozitif g\u00f6r\u00fcn\u00fcm a\u00e7\u0131s\u0131ndan \u00f6nemli buluyor. Buna kar\u015f\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131 kaynakl\u0131 jeopolitik riskler, 88-89 dolar band\u0131ndaki petrol fiyatlar\u0131 ve merkez bankalar\u0131n\u0131n para politikalar\u0131na ili\u015fkin beklentiler piyasada oynakl\u0131\u011f\u0131n devam etmesine neden olabilir.<\/p>\n
Yurt i\u00e7inde ise b\u00fct\u00e7e dengesi verisi ve \u015firketlerin ikinci \u00e7eyrek finansal sonu\u00e7lar\u0131 fiyatlamalar\u0131n ana ba\u015fl\u0131klar\u0131 aras\u0131nda yer alacak.<\/p>\n
<\/strong> \u0130stanbul, 17 A\u011fustos (Hibya) \u2013 Alnus Yat\u0131r\u0131m\u2019\u0131n g\u00fcnl\u00fck b\u00fcltenine g\u00f6re Borsa \u0130stanbul\u2019da yeni haftaya jeopolitik risklerin g\u00f6lgesinde ba\u015flan\u0131rken, piyasalar\u0131n oda\u011f\u0131nda H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndaki geli\u015fmeler, petrol fiyatlar\u0131 ve yurt i\u00e7i b\u00fct\u00e7e dengesi verisi olacak.<\/p>\n","protected":false},"author":1,"featured_media":133404,"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-133403","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\/133403","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=133403"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/133403\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/133404"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=133403"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=133403"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=133403"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"