Piramit Menkul K\u0131ymetler\u2019in G\u00fcnl\u00fck B\u00fclteni\u2019nde, k\u00fcresel piyasalarda Fed\u2019in faiz politikas\u0131na ili\u015fkin beklentiler, yurt i\u00e7i ekonomik veriler ve Borsa \u0130stanbul\u2019daki geli\u015fmeler de\u011ferlendirildi.\u00a0<\/p>\n
Raporda ayr\u0131ca \u015firket haberleri ve haftan\u0131n ekonomik takvimi payla\u015f\u0131ld\u0131.<\/p>\n
Piyasalarda haftan\u0131n ana g\u00fcndemini ABD\u2019de Fed\u2019in faiz politikas\u0131na ili\u015fkin beklentiler olu\u015ftururken, yurt i\u00e7inde ikinci \u00e7eyrek b\u00fcy\u00fcme verisi, i\u015fsizlik oran\u0131 ve imalat PMI takip edilecek.<\/p>\n
Piramit Menkul K\u0131ymetler, Jackson Hole Sempozyumu sonras\u0131nda Fed\u2019in faiz art\u0131r\u0131m\u0131 ihtimaline ili\u015fkin fiyatlamalar\u0131n belirginle\u015fti\u011fine dikkat \u00e7ekti.<\/p>\n
Cuma g\u00fcn\u00fc Borsa \u0130stanbul\u2019da pozitif seyir izlendi. BIST 100 Endeksi y\u00fczde 0,45 y\u00fckselerek 14.641,56 puandan g\u00fcn\u00fc tamamlarken, BIST 30 Endeksi y\u00fczde 0,17 art\u0131\u015fla 16.789,13 puana \u00e7\u0131kt\u0131. BIST Banka Endeksi y\u00fczde 1,25, BIST S\u0131nai Endeksi ise y\u00fczde 1,09 y\u00fckseldi. BIST T\u00fcm i\u015flem hacmi de y\u00fczde 3,97 art\u0131\u015fla 279,38 milyar TL oldu.<\/p>\n
V\u0130OP 30 yak\u0131n vadeli kontrat\u0131 ise y\u00fczde 0,52 d\u00fc\u015f\u00fc\u015fle 16.646 puandan kapand\u0131.<\/p>\n
Piramit Menkul\u2019\u00fcn de\u011ferlendirmesine g\u00f6re, ABD-\u0130ran geriliminin t\u0131rmanmas\u0131 ve Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n Jackson Hole Sempozyumu\u2019ndaki a\u00e7\u0131klamalar\u0131n\u0131n ard\u0131ndan k\u00fcresel piyasalarda risk i\u015ftah\u0131 zay\u0131flad\u0131.<\/p>\n
Warsh\u2019\u0131n enflasyonun y\u00fczde 2 hedefine kal\u0131c\u0131 bi\u00e7imde gerilemedi\u011fine y\u00f6nelik a\u00e7\u0131klamalar\u0131 ve mevcut finansal ko\u015fullar\u0131n yeterince s\u0131k\u0131 olmad\u0131\u011f\u0131na ili\u015fkin de\u011ferlendirmeleri \u015fahin olarak yorumland\u0131. A\u00e7\u0131klamalar\u0131n ard\u0131ndan Fed\u2019in eyl\u00fcl toplant\u0131s\u0131nda faiz art\u0131rabilece\u011fine y\u00f6nelik beklentilerin g\u00fc\u00e7lendi\u011fi belirtildi.<\/p>\n
ABD\u2019nin iki y\u0131ll\u0131k tahvil faizlerinde y\u00fckseli\u015f g\u00f6r\u00fcl\u00fcrken, Fed\u2019in eyl\u00fcl toplant\u0131s\u0131na ili\u015fkin fiyatlamalar\u0131n \u00f6n\u00fcm\u00fczdeki d\u00f6nemde a\u00e7\u0131klanacak istihdam ve enflasyon verilerine ba\u011fl\u0131 \u015fekillenmesi bekleniyor.<\/p>\n
Asya piyasalar\u0131nda ise Japonya Nikkei 225 y\u00fczde 0,38 gerilerken, Topix y\u00fczde 0,20 y\u00fckseldi. \u015eanghay Bile\u015fik Endeksi y\u00fczde 0,25 de\u011fer kazan\u0131rken Shenzhen Bile\u015fik Endeksi y\u00fczde 0,30 d\u00fc\u015ft\u00fc. Hong Kong Hang Seng Endeksi y\u00fczde 0,49 geriledi.<\/p>\n
T\u00fcrkiye\u2019de haftan\u0131n ilk i\u015flem g\u00fcn\u00fcnde ikinci \u00e7eyrek b\u00fcy\u00fcme verisi, temmuz ay\u0131 i\u015f g\u00fcc\u00fc istatistikleri ve \u0130SO T\u00fcrkiye \u0130malat PMI verisi takip edilecek.<\/p>\n
Matriks Haber\u2019in GSYH beklenti anketine g\u00f6re piyasa kat\u0131l\u0131mc\u0131lar\u0131 T\u00fcrkiye ekonomisinin 2026 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde \u00e7eyreklik bazda y\u00fczde 0,9, y\u0131ll\u0131k bazda ise y\u00fczde 2,9 b\u00fcy\u00fcmesini bekliyor. T\u00fcrkiye ekonomisi ilk \u00e7eyrekte y\u0131ll\u0131k y\u00fczde 2,5 b\u00fcy\u00fcm\u00fc\u015ft\u00fc.<\/p>\n
Ankete g\u00f6re 2026 y\u0131l\u0131 b\u00fcy\u00fcme beklentisi y\u00fczde 3,3\u2019ten y\u00fczde 3\u2019e, 2027 y\u0131l\u0131 beklentisi ise y\u00fczde 4,4\u2019ten y\u00fczde 4\u2019e revize edildi.<\/p>\n
Haziran ay\u0131nda i\u015fsizlik oran\u0131 y\u00fczde 7,6 seviyesinde ger\u00e7ekle\u015firken, gen\u00e7 n\u00fcfusta i\u015fsizlik oran\u0131 y\u00fczde 12,8, at\u0131l i\u015f g\u00fcc\u00fc oran\u0131 ise y\u00fczde 28,8 olmu\u015ftu.<\/p>\n
\u0130SO T\u00fcrkiye \u0130malat PMI ise haziranda 47,1 seviyesinde ger\u00e7ekle\u015ferek imalat sekt\u00f6r\u00fcndeki daralman\u0131n s\u00fcrd\u00fc\u011f\u00fcne i\u015faret etmi\u015fti.<\/p>\n
Cuma g\u00fcn\u00fc Borsa \u0130stanbul\u2019da i\u015flem hacmi a\u00e7\u0131s\u0131ndan TEHOL, THYAO, ASTOR, TUPRS ve ASELS \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
En y\u00fcksek i\u015flem hacmine sahip hisseler aras\u0131nda TEHOL 17,02 milyar TL, THYAO 12,89 milyar TL, ASTOR 11,48 milyar TL, TUPRS 10,96 milyar TL ve ASELS 10,91 milyar TL i\u015flem hacmine ula\u015ft\u0131.<\/p>\n
G\u00fcn\u00fcn en fazla y\u00fckselen hisseleri PRZMA, PSDTC ve MAALT olurken, en fazla gerileyen hisseler HEDEF, DSTKF ve KPEKS olarak s\u0131raland\u0131.<\/p>\n
Piramit Menkul\u2019\u00fcn b\u00fclteninde \u015firketlere ili\u015fkin geli\u015fmeler de yer ald\u0131.<\/p>\n
Bak\u0131rc\u0131 GYO (BKRGY): Halka arz edilen 167 milyon TL nominal de\u011ferli paylar\u0131n 2 Eyl\u00fcl 2026\u2019dan itibaren Y\u0131ld\u0131z Pazar\u2019da 12,93 TL baz fiyatla i\u015flem g\u00f6rmesi bekleniyor.<\/p>\n
Birle\u015fim M\u00fchendislik (BRLSM): \u015eirket ve ba\u011fl\u0131 ortakl\u0131\u011f\u0131 Erde M\u00fchendislik ile Cevahir Yap\u0131 aras\u0131nda, \u0130stanbul Uluslararas\u0131 Finans Merkezi Borsa Binas\u0131 Projesi kapsam\u0131nda 333,89 milyon TL tutar\u0131nda yeni s\u00f6zle\u015fme imzaland\u0131. B\u00f6ylece proje kapsam\u0131ndaki toplam s\u00f6zle\u015fme bedeli KDV dahil 1,05 milyar TL\u2019ye ula\u015ft\u0131.<\/p>\n
G\u00fcbreta\u015f (GUBRF): G\u00fcbreta\u015f Maden Yat\u0131r\u0131mlar\u0131 A.\u015e., y\u00fczde 100 i\u015ftiraki olacak 8,5 milyar TL ba\u015flang\u0131\u00e7 sermayeli Stratejik Sekt\u00f6r Yat\u0131r\u0131mlar\u0131 A.\u015e. kurulmas\u0131na karar verdi.<\/p>\n
Kat\u0131l\u0131mevim (KTLEV): \u015eirketin t\u00fczel ki\u015fi orta\u011f\u0131 Pusula Finans Holding, Kat\u0131l\u0131mevim paylar\u0131nda toplam al\u0131m tutar\u0131 10 milyar TL\u2019yi a\u015fmayacak \u015fekilde al\u0131m yap\u0131lmas\u0131na karar verdi.<\/p>\n
\u0130ntetra Teknoloji (INTET): Halka arzda 1 TL nominal de\u011ferli pay i\u00e7in 53,60 TL fiyattan toplam 2,14 milyar TL b\u00fcy\u00fckl\u00fc\u011f\u00fcnde sat\u0131\u015f ger\u00e7ekle\u015ftirildi. Paylar\u0131n 1 Eyl\u00fcl 2026\u2019dan itibaren Y\u0131ld\u0131z Pazar\u2019da i\u015flem g\u00f6rmesi planlan\u0131yor.<\/p>\n
Yeo Teknoloji (YEOTK): \u015eirket, Azerbaycan’\u0131n enerji \u015febeke i\u015fletmecisi Azerenerji ile Nah\u00e7\u0131van\u2019da kurulacak 40 MWh kapasiteli Batarya Enerji Depolama Sistemi i\u00e7in 9,54 milyon dolar tutar\u0131nda s\u00f6zle\u015fme imzalad\u0131.<\/p>\n
Haftan\u0131n ilerleyen g\u00fcnlerinde T\u00fcrkiye\u2019de \u0130SO \u0130malat PMI ve a\u011fustos ay\u0131 enflasyon verileri \u00f6ne \u00e7\u0131kacak. ABD taraf\u0131nda ise ISM imalat PMI, JOLTS a\u00e7\u0131k i\u015f say\u0131s\u0131, i\u015fsizlik ba\u015fvurular\u0131 ve tar\u0131m d\u0131\u015f\u0131 istihdam verileri takip edilecek.<\/p>\n
\u00d6zellikle 4 Eyl\u00fcl Cuma g\u00fcn\u00fc a\u00e7\u0131klanacak ABD tar\u0131m d\u0131\u015f\u0131 istihdam verisi, Fed\u2019in faiz politikas\u0131na ili\u015fkin beklentiler a\u00e7\u0131s\u0131ndan haftan\u0131n en \u00f6nemli verilerinden biri olacak.<\/p>\n
<\/strong> \u0130stanbul, 31 A\u011fustos (Hibya) – Piramit Menkul K\u0131ymetler\u2019in G\u00fcnl\u00fck B\u00fclteni\u2019nde, k\u00fcresel piyasalarda Fed\u2019in faiz politikas\u0131na ili\u015fkin beklentiler, yurt i\u00e7i ekonomik veriler ve Borsa \u0130stanbul\u2019daki geli\u015fmeler de\u011ferlendirildi.\u00a0<\/p>\n","protected":false},"author":1,"featured_media":141130,"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-141129","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\/141129","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=141129"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/141129\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/141130"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=141129"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=141129"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=141129"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"