Pusula Yat\u0131r\u0131m, Amerika Birle\u015fik Devletleri (ABD)-\u0130ran geriliminin k\u00fcresel piyasalardaki fiyatlamalarda k\u0131smen ikincil plana ge\u00e7ti\u011fini ve yat\u0131r\u0131mc\u0131lar\u0131n makroekonomik verilere y\u00f6nelmeye ba\u015flad\u0131\u011f\u0131n\u0131 belirtti.\u00a0<\/p>\n
Kurum, yurt i\u00e7inde ise siyasi belirsizlikteki azal\u0131\u015f ve TCMB\u2019nin faiz indirim d\u00f6ng\u00fcs\u00fcne y\u00f6nelik y\u00f6nlendirmelerinin BIST 100 Endeksi\u2019nin 14 bin puan\u0131n \u00fczerinde kalmas\u0131n\u0131 destekledi\u011fini ifade etti. 2026 y\u0131l\u0131n\u0131n ikinci \u00e7eyrek finansallar\u0131nda sona yakla\u015f\u0131l\u0131rken, baz\u0131 \u015firketler i\u00e7in olumlu ve olumsuz beklentiler de payla\u015f\u0131ld\u0131.<\/p>\n
Pusula Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesinde, k\u00fcresel piyasalarda ABD-\u0130ran gerginli\u011fini k\u0131smen ikinci plana atma senaryosunun \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 belirtildi.<\/p>\n
Sava\u015fa ili\u015fkin sonu\u00e7lanma beklentisinin Ukrayna-Rusya sava\u015f\u0131nda oldu\u011fu gibi azalmaya ba\u015flamas\u0131 ve nihai sonucun \u00f6nceki anla\u015fmalarda oldu\u011fu \u00fczere y\u00fcksek dalgalanma riski ta\u015f\u0131mas\u0131 nedeniyle piyasalarda makroekonomik verilere y\u00f6nelimin artt\u0131\u011f\u0131 kaydedildi.<\/p>\n
ABD\u2019nin may\u0131s ay\u0131 ortalar\u0131nda \u0130ranl\u0131 m\u00fczakerecileri devre d\u0131\u015f\u0131 b\u0131rakarak \u0130slam Devrim Muhaf\u0131zlar\u0131 Ordusu\u2019na do\u011frudan ula\u015ft\u0131\u011f\u0131 belirtildi. Axios\u2019un konuya do\u011frudan bilgisi bulunan \u00fc\u00e7 kayna\u011fa dayand\u0131rd\u0131\u011f\u0131 haberin bu al\u0131\u015f\u0131lmad\u0131k diplomatik hamleyi g\u00fcndeme getirdi\u011fi aktar\u0131ld\u0131.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n T\u00fcrkiye, Suudi Arabistan ve Pakistan taraf\u0131ndan imzalanan Mekke Ortak Savunma Anla\u015fmas\u0131\u2019ndan duydu\u011fu memnuniyeti dile getirdi\u011fi belirtilirken, Trump\u2019\u0131n s\u00f6z konusu anla\u015fmay\u0131 \u201cb\u00fcy\u00fck, cesur ve \u00f6nemli bir ilk ad\u0131m\u201d olarak nitelendirdi\u011fi ifade edildi.<\/p>\n
\u0130ran Meclisi Ulusal G\u00fcvenlik ve D\u0131\u015f Politika Komisyonu Ba\u015fkan\u0131 Azizi\u2019nin ise H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019na y\u00f6nelik a\u00e7\u0131klamalar\u0131 nedeniyle Trump\u2019a tepki g\u00f6sterdi\u011fi belirtildi. Azizi, Trump\u2019\u0131n \u201cbitmek bilmeyen bl\u00f6fler\u201d yerine kendi g\u00fcvenli\u011fi konusunda endi\u015felenmesi gerekti\u011fini s\u00f6yledi.<\/p>\n
\u0130ran Ordusu Genel Komutan\u0131 T\u00fcmgeneral Hatemi\u2019nin de \u0130ran topraklar\u0131na sald\u0131ran ABD\u2019li bir askeri yakalayan veya \u00f6ld\u00fcren \u0130ran vatanda\u015f\u0131na 30 bin dolar \u00f6d\u00fcl verilece\u011fini a\u00e7\u0131klad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Pusula Yat\u0131r\u0131m, yeni g\u00fcnde k\u00fcresel piyasalarda genele yay\u0131lan karma\u015f\u0131k seyrin takip edildi\u011fini belirtti.<\/p>\n
Makroekonomik verilerin piyasalar\u0131n g\u00fcndeminde daha fazla a\u011f\u0131rl\u0131k kazanmaya ba\u015flad\u0131\u011f\u0131na dikkat \u00e7eken kurum, Japonya ekonomisinin ikinci \u00e7eyrekte beklentilerin olduk\u00e7a alt\u0131nda b\u00fcy\u00fcd\u00fc\u011f\u00fcn\u00fc aktard\u0131.<\/p>\n
Japonya\u2019da zay\u0131f \u00f6zel harcamalar ve sermaye yat\u0131r\u0131mlar\u0131ndaki sert d\u00fc\u015f\u00fc\u015f\u00fcn, ihracattaki g\u00fc\u00e7l\u00fc performans\u0131 b\u00fcy\u00fck \u00f6l\u00e7\u00fcde dengeledi\u011fi belirtildi. 30 Haziran\u2019da sona eren \u00fc\u00e7 ayl\u0131k d\u00f6nemde Japonya\u2019n\u0131n gayrisafi yurt i\u00e7i has\u0131las\u0131n\u0131n y\u0131ll\u0131k bazda y\u00fczde 1,1 artt\u0131\u011f\u0131 kaydedildi. Bu oran, y\u00fczde 2,0 seviyesindeki piyasa beklentisinin olduk\u00e7a alt\u0131nda kal\u0131rken, \u00f6nceki \u00e7eyrekte kaydedilen y\u00fczde 1,9\u2019luk b\u00fcy\u00fcmeye g\u00f6re de belirgin bir yava\u015flamaya i\u015faret etti.<\/p>\n
GSY\u0130H\u2019nin \u00e7eyreklik bazda ise y\u00fczde 0,3 b\u00fcy\u00fcd\u00fc\u011f\u00fc ve bu oran\u0131n y\u00fczde 0,5\u2019lik piyasa beklentisinin alt\u0131nda kald\u0131\u011f\u0131 belirtildi.<\/p>\n
Yurt i\u00e7i piyasalara ili\u015fkin de\u011ferlendirmede ise siyasi belirsizlikteki k\u0131smi azal\u0131\u015f\u0131n yan\u0131 s\u0131ra TCMB\u2019nin enflasyon raporunda faiz indirim d\u00f6ng\u00fcs\u00fcne y\u00f6nelik verdi\u011fi mesajlar\u0131n BIST 100 Endeksi\u2019nin 14 bin puan\u0131n \u00fczerinde kalmas\u0131n\u0131 destekledi\u011fi ifade edildi.<\/p>\n
2026 y\u0131l\u0131n\u0131n ikinci \u00e7eyrek finansallar\u0131nda bilan\u00e7o d\u00f6neminin sona yakla\u015fmas\u0131na dikkat \u00e7eken Pusula Yat\u0131r\u0131m, kapsam d\u0131\u015f\u0131 \u015firketlerde net zarar oran\u0131n\u0131n \u00f6nceki \u00e7eyre\u011fe g\u00f6re 11 puan artarak y\u00fczde 62\u2019ye y\u00fckseldi\u011fini belirtti. Kapsama dahil \u015firketlerde ise ertelenmi\u015f vergi muafiyeti ve tevsi etkileri nedeniyle net zarar oran\u0131n\u0131n 3 puan azalarak y\u00fczde 48\u2019e geriledi\u011fi aktar\u0131ld\u0131.<\/p>\n
Pusula Yat\u0131r\u0131m, 2026 y\u0131l\u0131 ikinci \u00e7eyrek finansallar\u0131na ili\u015fkin \u015firket bazl\u0131 de\u011ferlendirmelerini de payla\u015ft\u0131.<\/p>\n
Kurumun de\u011ferlendirmesine g\u00f6re ARDYZ, CVKMD, DEVA, ENKAI, HEKTS, HLGYO, KRDMA, KRDMB, KRDMD, PAGYO ve YUNSA i\u00e7in olumlu g\u00f6r\u00fc\u015f \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
AYEN, AZTEK, EKGYO, KZBGY, MEDTR ve SISE i\u00e7in olumsuz de\u011ferlendirme yap\u0131l\u0131rken, KARSN i\u00e7in s\u0131n\u0131rl\u0131 olumsuz g\u00f6r\u00fc\u015f belirtildi.<\/p>\n
BOBET ve ISMEN i\u00e7in n\u00f6tr de\u011ferlendirme yap\u0131l\u0131rken, RYGYO ve RYSAS i\u00e7in de n\u00f6tr g\u00f6r\u00fcn\u00fcm payla\u015f\u0131ld\u0131.<\/p>\n
MOPAS i\u00e7in ise s\u0131n\u0131rl\u0131 olumlu beklenti ifade edildi.<\/p>\n
Pusula Yat\u0131r\u0131m, \u015firketlere ili\u015fkin ayr\u0131nt\u0131l\u0131 de\u011ferlendirmelerin seans \u00f6ncesinde payla\u015f\u0131laca\u011f\u0131n\u0131 belirtti.<\/p>\n
BIST 100 Endeksi a\u00e7\u0131s\u0131ndan yeni g\u00fcnde 13.555 seviyesinin destek, 14.252 seviyesinin ise diren\u00e7 olarak takip edilece\u011fi bildirildi. Kurum, siyasi takvimin mutlaka yak\u0131ndan izlenmesi gerekti\u011fine dikkat \u00e7ekerek, \u00e7eyrek d\u00f6nem beklentilerine ili\u015fkin fiyatlamalar\u0131n da yak\u0131ndan takip edilece\u011fini vurgulad\u0131.<\/p>\n
K\u00fcresel endekslerde ay sonu de\u011fi\u015fimlerinin \u00f6nemine de dikkat \u00e7eken Pusula Yat\u0131r\u0131m, a\u00e7\u0131klamalar\u0131n yap\u0131lmas\u0131na kar\u015f\u0131n i\u015flemlerin 31 A\u011fustos sonras\u0131nda ger\u00e7ekle\u015fece\u011fini hat\u0131rlatt\u0131.<\/p>\n
Bu nedenle endekslerdeki a\u011f\u0131rl\u0131k art\u0131r\u0131m\u0131 ve azalt\u0131m\u0131 s\u00fcre\u00e7lerinin yak\u0131ndan takip edilmesi gerekti\u011fi ifade edildi.<\/p>\n
<\/strong> \u0130stanbul, 17 A\u011fustos (Hibya) \u2013 Pusula Yat\u0131r\u0131m, Amerika Birle\u015fik Devletleri (ABD)-\u0130ran geriliminin k\u00fcresel piyasalardaki fiyatlamalarda k\u0131smen ikincil plana ge\u00e7ti\u011fini ve yat\u0131r\u0131mc\u0131lar\u0131n makroekonomik verilere y\u00f6nelmeye ba\u015flad\u0131\u011f\u0131n\u0131 belirtti.\u00a0<\/p>\n","protected":false},"author":1,"featured_media":133408,"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-133407","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\/133407","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=133407"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/133407\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/133408"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=133407"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=133407"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=133407"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"