Bizim Menkul De\u011ferler (BMD) analizine g\u00f6re BIST 100 Endeksi, 20 A\u011fustos 2026 Per\u015fembe g\u00fcn\u00fc g\u00fcne y\u00fczde 0,07 y\u00fckseli\u015fle 14.469,07 puandan ba\u015flamas\u0131na ra\u011fmen g\u00fcn i\u00e7inde sat\u0131\u015f bask\u0131s\u0131yla kar\u015f\u0131la\u015ft\u0131.<\/p>\n
Seans i\u00e7erisinde 14.268,76 seviyesine kadar gerileyen endeks, g\u00fcn\u00fc y\u00fczde 0,43 de\u011fer kayb\u0131yla 14.396,54 puandan tamamlad\u0131.<\/p>\n
Bankac\u0131l\u0131k Endeksi y\u00fczde 1,70 gerilerken, S\u0131nai Endeks y\u00fczde 0,25 de\u011fer kazand\u0131. BIST 100’\u00fcn piyasa de\u011feri 13 trilyon 915,3 milyar lira, i\u015flem hacmi ise 174 milyar lira olarak ger\u00e7ekle\u015fti. Endeksin cari F\/K oran\u0131 13,80 olurken yabanc\u0131 yat\u0131r\u0131mc\u0131 pay\u0131 y\u00fczde 32,8 seviyesinde bulundu.<\/p>\n
BMD verilerine g\u00f6re BIST 30 Endeksi g\u00fcn\u00fc y\u00fczde 0,44 d\u00fc\u015f\u00fc\u015fle 16.509,05 puandan tamamlarken, BIST-T\u00fcm Endeksi y\u00fczde 0,03 geriledi. Hizmet Endeksi y\u00fczde 0,05, Mali Endeks y\u00fczde 0,16 ve S\u0131nai Endeks y\u00fczde 0,25 y\u00fckseldi.<\/p>\n
G\u00fcn\u00fcn en y\u00fcksek i\u015flem hacmine sahip hisseleri 11,6 milyar lira ile TUPRS, 10,8 milyar lira ile ASELS, 10,7 milyar lira ile THYAO, 9,4 milyar lira ile EREGL ve 9,3 milyar lira ile AKBNK oldu.<\/p>\n
BIST 100’de y\u0131l ba\u015f\u0131ndan bu yana y\u00fckseli\u015f y\u00fczde 27,84 olarak kaydedilirken, endeksin son bir y\u0131ll\u0131k getirisi y\u00fczde 31,33 seviyesinde ger\u00e7ekle\u015fti. S\u0131nai Endeks y\u0131l ba\u015f\u0131ndan bu yana y\u00fczde 42,56 y\u00fckselirken, Banka Endeksi ayn\u0131 d\u00f6nemde y\u00fczde 5,20 geriledi.<\/p>\n
TCMB verilerine g\u00f6re, 14 A\u011fustos haftas\u0131nda br\u00fct rezervler 5,1 milyar dolar artarak 183,5 milyar dolara y\u00fckseldi. Net rezervler 4,2 milyar dolar art\u0131\u015fla 67,1 milyar dolara \u00e7\u0131karken, swap hari\u00e7 net rezervler 54,3 milyar dolar seviyesine ula\u015ft\u0131.<\/p>\n
T\u00fcrkiye’nin dolar bazl\u0131 5 y\u0131ll\u0131k CDS primi ise 221,2 seviyesinde ger\u00e7ekle\u015fti. BMD verilerinde cari CDS’in 221, medyan seviyenin ise 284 oldu\u011fu g\u00f6r\u00fcld\u00fc.<\/p>\n
Tahvil piyasas\u0131nda 2 y\u0131ll\u0131k tahvil faizi y\u00fczde 40,85, 10 y\u0131ll\u0131k tahvil faizi ise y\u00fczde 34,77 seviyesinde i\u015flem g\u00f6rd\u00fc.<\/p>\n
ABD borsalar\u0131nda da 20 A\u011fustos’ta sat\u0131c\u0131l\u0131 bir g\u00f6r\u00fcn\u00fcm hakim oldu. Dow Jones Endeksi y\u00fczde 1,32 d\u00fc\u015f\u00fc\u015fle 52.759 puana, S&P 500 y\u00fczde 0,87 kay\u0131pla 7.641 puana, Nasdaq ise y\u00fczde 1 d\u00fc\u015f\u00fc\u015fle 26.067 puana geriledi. Avrupa borsalar\u0131 ise g\u00fcn\u00fc kar\u0131\u015f\u0131k seyirle tamamlad\u0131.<\/p>\n
ABD’de 15 A\u011fustos ile biten haftada ilk kez i\u015fsizlik maa\u015f\u0131 ba\u015fvurusunda bulunanlar\u0131n say\u0131s\u0131 6 bin ki\u015fi azalarak 206 bine geriledi. Philadelphia Fed imalat endeksi de a\u011fustosta 47,4’e y\u00fckseldi.<\/p>\n
St. Louis Fed Ba\u015fkan\u0131 Alberto Musalem, enflasyonun 18 ay i\u00e7inde y\u00fczde 2’nin alt\u0131na inmesini istedi\u011fini belirtirken, temmuz toplant\u0131s\u0131nda faiz art\u0131r\u0131lmas\u0131n\u0131 \u00f6nerdi\u011fini a\u00e7\u0131klad\u0131. Musalem, para politikas\u0131n\u0131n mevcut durumda n\u00f6tr ve destekleyici oldu\u011funu, en \u00f6nemli endi\u015fenin ise enflasyon oldu\u011funu ifade etti.<\/p>\n
ABD ile \u0130ran aras\u0131ndaki gerilim de k\u00fcresel piyasalar\u0131n g\u00fcndemindeki yerini korudu. ABD Hazine Bakan\u0131 Scott Bessent, \u0130ran’a y\u00f6nelik yapt\u0131r\u0131mlar\u0131n sertle\u015ftirilece\u011fini ve ekonomik bask\u0131n\u0131n art\u0131r\u0131laca\u011f\u0131n\u0131 a\u00e7\u0131klarken, ABD Ba\u015fkan Yard\u0131mc\u0131s\u0131 JD Vance, \u0130ran ile sava\u015f\u0131n yeni bir safhaya girdi\u011fini s\u00f6yledi.<\/p>\n
\u0130ran D\u0131\u015fi\u015fleri Bakan\u0131 Abbas Erak\u00e7i ise ABD’nin \u0130ran’a y\u00f6nelik ekonomik bask\u0131 politikas\u0131n\u0131 ele\u015ftirerek Washington’un ekonomik sorunlar\u0131n\u0131 \u00f6rtmeye \u00e7al\u0131\u015ft\u0131\u011f\u0131n\u0131 savundu. \u0130ran D\u0131\u015fi\u015fleri Bakanl\u0131\u011f\u0131 da ABD’nin yeni yapt\u0131r\u0131mlar\u0131n\u0131 “ekonomik ter\u00f6rizm” olarak nitelendirdi.<\/p>\n
BMD’nin 21 A\u011fustos tarihli de\u011ferlendirmesinde dolar\/TL 48,06, Euro\/TL 56,27 seviyesinde bulunuyor. Euro\/dolar paritesi 1,1699 seviyesinde i\u015flem g\u00f6r\u00fcrken, dolar endeksi 98,8 seviyesinde ger\u00e7ekle\u015fti.<\/p>\n
Alt\u0131n\u0131n ons fiyat\u0131 4.554 dolar, gram alt\u0131n 7.038 lira seviyesinde bulunurken, g\u00fcm\u00fc\u015f\u00fcn ons fiyat\u0131 69,2 dolar oldu. Brent petrol ise y\u00fczde 0,6 d\u00fc\u015f\u00fc\u015fle 93,2 dolar seviyesinde i\u015flem g\u00f6rd\u00fc.<\/p>\n
A\u011fustos 2026 tarihli TCMB Piyasa Kat\u0131l\u0131mc\u0131lar\u0131 Anketi’ne g\u00f6re, t\u00fcketici fiyatlar\u0131n\u0131n a\u011fustosta y\u00fczde 1,67, eyl\u00fclde y\u00fczde 2,08 artmas\u0131 bekleniyor. Y\u0131l sonu T\u00dcFE beklentisi y\u00fczde 29,43, 2027 sonu beklentisi ise y\u00fczde 21,94 olarak a\u00e7\u0131kland\u0131.<\/p>\n
Ankete g\u00f6re dolar\/TL’nin 2026 sonunda 51,66, 12 ay sonras\u0131nda ise 57,43 seviyesinde olmas\u0131 bekleniyor. 2026 sonunda cari a\u00e7\u0131\u011f\u0131n 50,2 milyar dolar, 2027 sonunda 44,4 milyar dolar olmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
GSYH b\u00fcy\u00fcme beklentisi 2026 i\u00e7in y\u00fczde 3,1, 2027 i\u00e7in y\u00fczde 4,0 olurken, TCMB’nin politika faizinin 2026 sonunda y\u00fczde 35,25 seviyesine gerilemesi bekleniyor.<\/p>\n
BMD analizinde BIST 100 Endeksi’nin 13,80 seviyesindeki cari F\/K oran\u0131yla, 6,8x olan 5 y\u0131ll\u0131k ortalama F\/K’s\u0131na g\u00f6re y\u00fczde 104,4 primli i\u015flem g\u00f6rd\u00fc\u011f\u00fc belirtildi.<\/p>\n
Dolar baz\u0131nda BIST 100’\u00fcn cari F\/K oran\u0131 12,40 olurken, 6,2x olan 5 y\u0131ll\u0131k ortalamaya g\u00f6re y\u00fczde 99,7 primli oldu\u011fu hesapland\u0131.<\/p>\n
S\u0131nai Endeksi’nde ise cari F\/K oran\u0131 39,88 seviyesinde bulunuyor. Endeks, 10,9x olan 5 y\u0131ll\u0131k ortalama F\/K’s\u0131na g\u00f6re y\u00fczde 265,2 primli i\u015flem g\u00f6r\u00fcyor. Dolar baz\u0131nda cari F\/K 37,65 seviyesinde bulunurken, 10,0x olan 5 y\u0131ll\u0131k ortalamaya g\u00f6re prim y\u00fczde 274,9 seviyesinde.<\/p>\n
S\u0131nai Endeksi’nin cari FD\/FAV\u00d6K oran\u0131 TL baz\u0131nda 12,03 olurken, 7,3x olan 5 y\u0131ll\u0131k ortalamaya g\u00f6re y\u00fczde 64,2 primli i\u015flem g\u00f6rd\u00fc\u011f\u00fc belirtildi. Dolar baz\u0131nda FD\/FAV\u00d6K oran\u0131 ise 10,90 seviyesinde ve 8,7x olan ortalamaya g\u00f6re y\u00fczde 25,9 primli.<\/p>\n
BMD’nin 21 A\u011fustos 2026 tarihli teknik takip listesinde MARBL ve BYDNR hisseleri yer ald\u0131.<\/p>\n
BMD Ara\u015ft\u0131rma’n\u0131n model portf\u00f6y\u00fcnde ise BIMAS, CIMSA, EREGL, PETKM ve TUPRS bulunuyor. Bu hisselerin hedef fiyat ve potansiyel getiri alanlar\u0131 ise “G\u00f6zden Ge\u00e7iriliyor” olarak belirtiliyor.<\/p>\n
BMD’nin de\u011ferlendirmesine g\u00f6re bug\u00fcn yurt i\u00e7inde t\u00fcketici g\u00fcven endeksi ile kapasite kullan\u0131m oran\u0131 ve reel kesim g\u00fcven endeksi takip edilecek. Yurt d\u0131\u015f\u0131nda ise Almanya, Euro B\u00f6lgesi ve ABD’de a\u00e7\u0131klanacak imalat PMI verileri piyasalar\u0131n g\u00fcndeminde olacak.<\/p>\n
<\/strong> \u0130stanbul, 21 A\u011fustos (Hibya) – Bizim Menkul De\u011ferler (BMD) analizine g\u00f6re BIST 100 Endeksi, 20 A\u011fustos 2026 Per\u015fembe g\u00fcn\u00fc g\u00fcne y\u00fczde 0,07 y\u00fckseli\u015fle 14.469,07 puandan ba\u015flamas\u0131na ra\u011fmen g\u00fcn i\u00e7inde sat\u0131\u015f bask\u0131s\u0131yla kar\u015f\u0131la\u015ft\u0131.<\/p>\n","protected":false},"author":1,"featured_media":136145,"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-136144","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\/136144","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=136144"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/136144\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/136145"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=136144"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=136144"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=136144"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"