A1 Capital\u2019in haftal\u0131k b\u00fclteninde, hanehalk\u0131n\u0131n yat\u0131r\u0131m tercihlerindeki de\u011fi\u015fim ile haftal\u0131k teknik \u00f6neriler, model portf\u00f6y performans\u0131 ve piyasa beklentileri de\u011ferlendirildi.<\/p>\n
Raporda, \u00f6zellikle Haziran-Temmuz d\u00f6neminde alt\u0131n ile gayrimenkul tercihleri aras\u0131ndaki fark\u0131n \u00f6nemli \u00f6l\u00e7\u00fcde darald\u0131\u011f\u0131na dikkat \u00e7ekildi.<\/p>\n
A1 Capital\u2019in de\u011ferlendirmesine g\u00f6re, hanehalk\u0131n\u0131n son iki ayl\u0131k yat\u0131r\u0131m davran\u0131\u015f\u0131nda belirgin bir portf\u00f6y rotasyonu g\u00f6r\u00fcl\u00fcyor. T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n Hanehalk\u0131 Beklenti Anketi verilerine g\u00f6re, haziranda y\u00fczde 44,3 olan alt\u0131n tercihi temmuzda y\u00fczde 40,3\u2019e geriledi.<\/p>\n
Ayn\u0131 d\u00f6nemde ev, d\u00fckkan ve arsa tercihinin y\u00fczde 37,1\u2019den y\u00fczde 38,5\u2019e y\u00fckseldi\u011fi belirtildi. B\u00f6ylece alt\u0131n ile gayrimenkul aras\u0131ndaki fark 7,2 puandan 1,8 puana geriledi.<\/p>\n
Raporda bu de\u011fi\u015fimin hanehalk\u0131n\u0131n risk i\u015ftah\u0131ndaki art\u0131\u015ftan ziyade, korumac\u0131 yat\u0131r\u0131m davran\u0131\u015f\u0131n\u0131n kompozisyonundaki de\u011fi\u015fime i\u015faret etti\u011fi de\u011ferlendirildi. Alt\u0131ndan \u00e7\u0131kan tercihin a\u011f\u0131rl\u0131kl\u0131 olarak hisse senedi veya yat\u0131r\u0131m fonlar\u0131na de\u011fil, gayrimenkule y\u00f6neldi\u011fi ifade edildi.<\/p>\n
Vadeli mevduat tercihinin de haziranda y\u00fczde 5,5 iken temmuzda y\u00fczde 6,8\u2019e y\u00fckseldi\u011fi belirtildi. Ocak ay\u0131nda y\u00fczde 3,3 seviyesinde bulunan bu orandaki art\u0131\u015f\u0131n, y\u00fcksek TL faizlerinin hanehalk\u0131 davran\u0131\u015f\u0131nda daha fazla kar\u015f\u0131l\u0131k bulmaya ba\u015flad\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fi kaydedildi.<\/p>\n
D\u00f6viz tercihinin y\u00fczde 2,5\u2019ten y\u00fczde 3,5\u2019e y\u00fckseldi\u011fine dikkat \u00e7ekilirken, d\u00f6vize dayal\u0131 yat\u0131r\u0131m fonu tercihinin de y\u00fczde 1,3\u2019ten y\u00fczde 1,4\u2019e \u00e7\u0131kt\u0131\u011f\u0131 belirtildi. Temmuz ay\u0131nda 12 ay sonras\u0131 dolar\/TL beklentisinin 52,98 liraya y\u00fckselmesinin de d\u00f6viz tercihindeki de\u011fi\u015fimin takip edilmesini \u00f6nemli hale getirdi\u011fi ifade edildi.<\/p>\n
Borsa tercihi ise y\u00fczde 2,8\u2019den y\u00fczde 2,7\u2019ye geriledi. A1 Capital, alt\u0131ndaki gerilemenin hisse senedi veya yat\u0131r\u0131m fonlar\u0131na y\u00f6nelmemesini, finansal varl\u0131klara y\u00f6nelik g\u00fc\u00e7l\u00fc bir d\u00f6n\u00fc\u015f\u00fcm\u00fcn hen\u00fcz ger\u00e7ekle\u015fmedi\u011fine i\u015faret eden bir unsur olarak de\u011ferlendirdi.<\/p>\n
Raporda, temmuz itibar\u0131yla alt\u0131n tercihinin y\u00fczde 40,3, gayrimenkul tercihinin ise y\u00fczde 38,5 seviyesinde bulundu\u011fu belirtilerek, a\u011fustos verilerinde gayrimenkul tercihinin alt\u0131n\u0131 ge\u00e7ip ge\u00e7meyece\u011finin \u00f6nemli bir g\u00f6sterge olaca\u011f\u0131 ifade edildi.<\/p>\n
A1 Capital\u2019in de\u011ferlendirmesinde, hanehalk\u0131n\u0131n 12 ay sonras\u0131 enflasyon beklentisinin temmuzda y\u00fczde 44,94\u2019e geriledi\u011fine de dikkat \u00e7ekildi.<\/p>\n
Raporda, enflasyon beklentilerindeki iyile\u015fmeye ra\u011fmen alt\u0131ndan \u00e7\u0131kan tercihin a\u011f\u0131rl\u0131kl\u0131 olarak TL finansal varl\u0131klara de\u011fil gayrimenkule y\u00f6nelmesinin, beklentilerdeki iyile\u015fmenin hen\u00fcz yat\u0131r\u0131m davran\u0131\u015f\u0131nda tam anlam\u0131yla TL a\u011f\u0131rl\u0131kl\u0131 bir d\u00f6n\u00fc\u015f\u00fcme d\u00f6n\u00fc\u015fmedi\u011fini g\u00f6sterdi\u011fi belirtildi.<\/p>\n
A1 Capital\u2019in 7 Eyl\u00fcl haftas\u0131 i\u00e7in haz\u0131rlad\u0131\u011f\u0131 teknik \u00f6nerilerde AEFES, ASELS, AYGAZ, BIMAS, BRSAN, ENKAI, GARAN, KRDMD, MPARK, NTGAZ, PETKM, TABGD, TUPRS ve ULKER hisseleri yer ald\u0131.<\/p>\n
Rapordaki teknik hedeflere g\u00f6re ASELS i\u00e7in 396,02 ve 407,66, BRSAN i\u00e7in 729,81 ve 751,28, TUPRS i\u00e7in 396,27 ve 407,93 seviyeleri ilk ve ikinci hedef olarak \u00f6ne \u00e7\u0131kt\u0131. KRDMD i\u00e7in 44,39 ve 45,70, BIMAS i\u00e7in 424,07 ve 436,54, AYGAZ i\u00e7in ise 332,27 ve 342,04 seviyeleri hedef olarak belirlendi.<\/p>\n
Teknik \u00f6nerilerde her hisse i\u00e7in stop-loss seviyelerine de yer verildi. Raporda yat\u0131r\u0131m bilgi ve yorumlar\u0131n\u0131n genel nitelikte oldu\u011fu ve yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 kapsam\u0131nda de\u011ferlendirilmemesi gerekti\u011fi belirtildi.<\/p>\n
A1 Capital\u2019in model portf\u00f6y\u00fcnde AKFYE, ASELS, BRSAN, CVKMD, DOHOL, ENJSA, TRALT, KRDMD, TOASO ve TUPRS hisseleri bulunuyor.<\/p>\n
Rapora g\u00f6re model portf\u00f6y\u00fcn getirisi y\u00fczde 48,04 olurken, ayn\u0131 d\u00f6nemde BIST 100 endeksinin getirisi y\u00fczde 24,43 olarak ger\u00e7ekle\u015fti.<\/p>\n
Model portf\u00f6yde ASELS\u2019in hedef fiyat\u0131 476 lira, BRSAN\u2019\u0131n 774 lira, KRDMD\u2019nin 61,60 lira ve TUPRS\u2019\u0131n 459 lira olarak verildi. A1 Capital ayr\u0131ca CWENE, TABGD, KCHOL, MGROS, ENKAI, THYAO ve TCELL hisselerini de al\u0131m y\u00f6n\u00fcnde izledi\u011fi hisseler aras\u0131nda g\u00f6sterdi.<\/p>\n
<\/strong> \u0130stanbul, 7 Eyl\u00fcl (Hibya) – A1 Capital\u2019in haftal\u0131k b\u00fclteninde, hanehalk\u0131n\u0131n yat\u0131r\u0131m tercihlerindeki de\u011fi\u015fim ile haftal\u0131k teknik \u00f6neriler, model portf\u00f6y performans\u0131 ve piyasa beklentileri de\u011ferlendirildi.<\/p>\n","protected":false},"author":1,"featured_media":144602,"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-144601","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\/144601","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=144601"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/144601\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/144602"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=144601"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=144601"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=144601"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"