{"id":151858,"date":"2026-09-18T09:15:08","date_gmt":"2026-09-18T06:15:08","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/18\/kuresel-piyasalarda-pozitif-seyir-surerken-bist-100de-toparlanma-cabasi-bekleniyor"},"modified":"2026-09-18T09:15:08","modified_gmt":"2026-09-18T06:15:08","slug":"kuresel-piyasalarda-pozitif-seyir-surerken-bist-100de-toparlanma-cabasi-bekleniyor","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/18\/kuresel-piyasalarda-pozitif-seyir-surerken-bist-100de-toparlanma-cabasi-bekleniyor\/","title":{"rendered":"K\u00fcresel piyasalarda pozitif seyir s\u00fcrerken BIST 100\u2019de toparlanma \u00e7abas\u0131 bekleniyor"},"content":{"rendered":"<p>Halk Yat\u0131r\u0131m\u2019\u0131n analizine g\u00f6re, k\u00fcresel piyasalarda petrol fiyatlar\u0131ndaki geri \u00e7ekilme ve ABD tahvil faizlerindeki d\u00fc\u015f\u00fc\u015f\u00fcn risk i\u015ftah\u0131n\u0131 destekledi\u011fi belirtildi.<\/p>\n<p>Raporda, BIST 100 endeksinde ise son d\u00f6nemdeki volatilitenin devam edebilece\u011fi, Sermaye Piyasas\u0131 Kurulu\u2019nun (SPK) ald\u0131\u011f\u0131 kararlar\u0131n etkisiyle toparlanma \u00e7abalar\u0131n\u0131n \u00f6ne \u00e7\u0131kabilece\u011fi de\u011ferlendirildi.<\/p>\n<p>ABD borsalar\u0131, petrol fiyatlar\u0131ndaki geri \u00e7ekilme ve tahvil faizlerindeki d\u00fc\u015f\u00fc\u015f\u00fcn etkisiyle g\u00fcn\u00fc y\u00fckseli\u015fle tamamlad\u0131. Teknoloji hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde ger\u00e7ekle\u015fen al\u0131mlarda yar\u0131 iletken ve de\u011ferli metal madencili\u011fi hisselerinde y\u00fczde 3\u2019\u00fc a\u015fan y\u00fckseli\u015fler g\u00f6r\u00fcld\u00fc.<\/p>\n<p>S&amp;P 500 endeksi y\u00fczde 1,14 art\u0131\u015fla 7.637,76 puana, Dow Jones y\u00fczde 0,61 y\u00fckseli\u015fle 51.778,04 puana, Nasdaq ise y\u00fczde 1,69 art\u0131\u015fla 26.418,30 puana ula\u015ft\u0131.<\/p>\n<p>ABD\u2019de A\u011fustos ay\u0131 konut ba\u015flang\u0131\u00e7lar\u0131 ayl\u0131k y\u00fczde 2,6 gerileyerek 1,28 milyon adede d\u00fc\u015ferken, in\u015faat izinleri de y\u00fczde 2,7 azal\u0131\u015fla 1,394 milyon seviyesinde ger\u00e7ekle\u015fti. Ask\u0131daki konut sat\u0131\u015flar\u0131 ise ayl\u0131k y\u00fczde 0,3 artt\u0131. Philadelphia Fed imalat endeksi 47,4\u2019ten 37,8\u2019e gerilerken, \u00f6denen ve al\u0131nan fiyat endekslerindeki y\u00fckseli\u015f \u00fcretici fiyat bask\u0131lar\u0131n\u0131n artt\u0131\u011f\u0131na i\u015faret etti.<\/p>\n<p>Avrupa piyasalar\u0131nda da pozitif seyir izlendi. Euro Stoxx 50 y\u00fczde 0,94, DAX y\u00fczde 0,70, CAC 40 y\u00fczde 0,57 ve FTSE 100 y\u00fczde 1,19 de\u011fer kazand\u0131.<\/p>\n<p>Euro B\u00f6lgesi\u2019nde A\u011fustos ay\u0131 y\u0131ll\u0131k T\u00dcFE art\u0131\u015f\u0131 y\u00fczde 3,2\u2019ye revize edilirken, \u00e7ekirdek enflasyon y\u00fczde 2,4 olarak a\u00e7\u0131kland\u0131. Hizmet enflasyonundaki yava\u015flama dezenflasyon g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc desteklerken, enerji fiyatlar\u0131ndaki y\u0131ll\u0131k art\u0131\u015f\u0131n y\u00fczde 14,3\u2019e y\u00fckselmesi yukar\u0131 y\u00f6nl\u00fc risklerin devam etti\u011fine i\u015faret etti.<\/p>\n<p>Japonya Merkez Bankas\u0131, politika faizini 25 baz puan art\u0131rarak y\u00fczde 1,25\u2019e \u00e7\u0131kard\u0131. Karar 7\u2019ye kar\u015f\u0131 2 oyla al\u0131n\u0131rken, faiz oran\u0131 1995\u2019ten bu yana en y\u00fcksek seviyeye ula\u015ft\u0131.<\/p>\n<p>Halk Yat\u0131r\u0131m, karar\u0131n b\u00fcy\u00fck \u00f6l\u00e7\u00fcde fiyatlanm\u0131\u015f olmas\u0131 nedeniyle yenin dolar kar\u015f\u0131s\u0131nda de\u011fer kaybetti\u011fini ve piyasan\u0131n BoJ Ba\u015fkan\u0131 Kazuo Ueda\u2019n\u0131n para politikas\u0131ndaki normalle\u015fmenin zamanlamas\u0131na ili\u015fkin mesajlar\u0131na odakland\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n<p>BIST 100 endeksi g\u00fcne y\u00fczde 1,32 d\u00fc\u015f\u00fc\u015fle 12.948,83 puandan ba\u015flamas\u0131n\u0131n ard\u0131ndan gelen al\u0131mlarla y\u00fckseldi ve g\u00fcn\u00fc y\u00fczde 2,95 art\u0131\u015fla 13.509,76 puandan tamamlad\u0131. Bankac\u0131l\u0131k endeksi y\u00fczde 8,88, sanayi endeksi ise y\u00fczde 0,83 y\u00fckseldi. Endekste i\u015flem hacmi 266,5 milyar TL oldu.<\/p>\n<p>Halk Yat\u0131r\u0131m, Finansal \u0130stikrar Komitesi\u2019nin fon piyasas\u0131ndaki sorunlar\u0131n ge\u00e7ici ve y\u00f6netilebilir oldu\u011funa y\u00f6nelik a\u00e7\u0131klamalar\u0131n\u0131n yan\u0131 s\u0131ra TCMB, BDDK ve SPK taraf\u0131ndan al\u0131nan likidite ve piyasa i\u015fleyi\u015fini destekleyici tedbirlerin al\u0131mlarda etkili oldu\u011funu belirtti.<\/p>\n<p>SPK\u2019n\u0131n tasfiye edilmesine karar verilen yat\u0131r\u0131m fonlar\u0131na ili\u015fkin usul ve esaslar\u0131 belirledi\u011fi aktar\u0131lan raporda, Tera Portf\u00f6y fonlar\u0131n\u0131n tasfiye s\u00fcrecini T\u00fcrkiye \u0130\u015f Bankas\u0131\u2019n\u0131n, di\u011fer alt\u0131 portf\u00f6y \u015firketine ait fonlar\u0131n tasfiye s\u00fcrecini ise Ziraat Bankas\u0131\u2019n\u0131n y\u00fcr\u00fctece\u011fi ifade edildi. Tasfiye s\u00fcrecinin en fazla \u00fc\u00e7 ay i\u00e7erisinde tamamlanmas\u0131n\u0131n \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc kaydedildi.<\/p>\n<p>Raporda, BIST 100\u2019de volatil seyrin devam etmesinin beklendi\u011fi, SPK kararlar\u0131n\u0131n etkisiyle toparlanma \u00e7abalar\u0131n\u0131n \u00f6ne \u00e7\u0131kabilece\u011fi de\u011ferlendirildi.<\/p>\n<p>T\u00dc\u0130K verilerine g\u00f6re T\u00fcrkiye genelinde konut sat\u0131\u015flar\u0131 A\u011fustos ay\u0131nda y\u0131ll\u0131k y\u00fczde 14,7 azalarak 127 bin 410 adet oldu. \u0130lk el konut sat\u0131\u015flar\u0131 y\u00fczde 4,5 d\u00fc\u015f\u00fc\u015fle 44 bin 378, ikinci el sat\u0131\u015flar ise y\u00fczde 19,4 gerilemeyle 83 bin 32 olarak ger\u00e7ekle\u015fti.<\/p>\n<p>\u0130potekli konut sat\u0131\u015flar\u0131 ise y\u0131ll\u0131k y\u00fczde 7,2 artarak 22 bin 131 adede y\u00fckseldi. Halk Yat\u0131r\u0131m, mevsimsel d\u00fczeltilmi\u015f verilerde ilk el ve ikinci el konut sat\u0131\u015flar\u0131n\u0131n ayl\u0131k bazda artmas\u0131n\u0131n s\u0131n\u0131rl\u0131 bir toparlanmaya i\u015faret etti\u011fini belirtti.<\/p>\n<p>Orta Do\u011fu\u2019daki gerilimin y\u00fcksek seyrini korudu\u011fu belirtilen raporda, petrol fiyatlar\u0131nda son \u00fc\u00e7 g\u00fcnd\u00fcr geri \u00e7ekilme ya\u015fand\u0131\u011f\u0131 ifade edildi. Suudi Arabistan\u2019\u0131n petrol boru hatt\u0131 kapasitesinin bir b\u00f6l\u00fcm\u00fcn\u00fc yeniden devreye alabilece\u011fine ve Umman \u00fczerinden Asya\u2019ya ilave ham petrol sevkiyat\u0131 sa\u011flad\u0131\u011f\u0131na y\u00f6nelik haberlerin arz endi\u015felerini k\u0131smen hafifletti\u011fi aktar\u0131ld\u0131.<\/p>\n<p>Bununla birlikte H\u00fcrm\u00fcz ve Bab el-Mandeb\u2019deki ta\u015f\u0131mac\u0131l\u0131k risklerinin s\u00fcrd\u00fc\u011f\u00fc, bu nedenle jeopolitik risk priminin tamamen ortadan kalkmad\u0131\u011f\u0131 kaydedildi.<\/p>\n<p>Halk Yat\u0131r\u0131m, bug\u00fcn ABD\u2019de A\u011fustos ay\u0131na ili\u015fkin sanayi ve imalat \u00fcretimi ile kapasite kullan\u0131m oran\u0131 verilerinin takip edilece\u011fini belirtti. Piyasa beklentisine g\u00f6re sanayi ve imalat \u00fcretiminin ayl\u0131k y\u00fczde 0,3, kapasite kullan\u0131m oran\u0131n\u0131n ise y\u00fczde 76,4 seviyesinde a\u00e7\u0131klanmas\u0131 bekleniyor.<\/p>\n<p>Raporda ayr\u0131ca k\u00fcresel piyasalarda sabah saatlerinde a\u011f\u0131rl\u0131kl\u0131 olarak pozitif g\u00f6r\u00fcn\u00fcm\u00fcn izlendi\u011fi, ABD vadeli endekslerinde yatay-s\u0131n\u0131rl\u0131 pozitif seyrin, Asya piyasalar\u0131nda ise al\u0131c\u0131l\u0131 g\u00f6r\u00fcn\u00fcm\u00fcn \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 ifade edildi.<\/p>\n<p>Halk Yat\u0131r\u0131m\u2019\u0131n raporunda \u015firket geli\u015fmelerine de yer verildi. G\u00fcbre Fabrikalar\u0131\u2019n\u0131n (GUBRF), \u0130skenderun G\u00fcbreta\u015f Liman\u0131\u2019n\u0131n 35 y\u0131ll\u0131k i\u015fletme hakk\u0131n\u0131n Alport Liman \u0130\u015fletmecili\u011fi\u2019ne devredilmesine ili\u015fkin s\u00f6zle\u015fme imzalad\u0131\u011f\u0131 belirtildi.<\/p>\n<p>S\u00f6zle\u015fme kapsam\u0131nda yakla\u015f\u0131k 190 milyon dolarl\u0131k yat\u0131r\u0131m yap\u0131lmas\u0131 ve G\u00fcbreta\u015f\u2019\u0131n s\u00f6zle\u015fme s\u00fcresince yakla\u015f\u0131k 350 milyon dolar gelir elde etmesinin \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc aktar\u0131ld\u0131.<\/p>\n<p>T\u00fcrk Alt\u0131n \u0130\u015fletmeleri\u2019nin (TRALT) ise pay geri al\u0131m program\u0131 kapsam\u0131nda 17 Eyl\u00fcl\u2019de ortalama 48,82 TL fiyattan 1,14 milyon adet pay geri ald\u0131\u011f\u0131 ve toplam geri al\u0131nan paylar\u0131n sermayeye oran\u0131n\u0131n y\u00fczde 4,1783\u2019e ula\u015ft\u0131\u011f\u0131 bildirildi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 18 Eyl\u00fcl (Hibya) &#8211; Halk Yat\u0131r\u0131m\u2019\u0131n analizine g\u00f6re, k\u00fcresel piyasalarda petrol fiyatlar\u0131ndaki geri \u00e7ekilme ve ABD tahvil faizlerindeki d\u00fc\u015f\u00fc\u015f\u00fcn risk i\u015ftah\u0131n\u0131 destekledi\u011fi belirtildi.<\/p>\n","protected":false},"author":1,"featured_media":151859,"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-151858","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\/151858","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=151858"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/151858\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/151859"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=151858"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=151858"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=151858"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}