Trive Yat\u0131r\u0131m\u2019\u0131n Piyasa Notu\u2019nda, Fed\u2019in faiz art\u0131\u015f\u0131na ra\u011fmen ABD hisse piyasalar\u0131nda g\u00f6r\u00fclen y\u00fckseli\u015f, tahvil faizlerindeki gerileme, petrol fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f ve BIST 100\u2019deki toparlanma de\u011ferlendirildi.<\/p>\n
Raporda, Fed\u2019in politika faizini 25 baz puan art\u0131rarak y\u00fczde 3,75-4,00 aral\u0131\u011f\u0131na y\u00fckseltmesine ra\u011fmen ABD 10 y\u0131ll\u0131k tahvil getirisinin y\u00fczde 4,93\u2019e gerilemesinin hisse senetlerine y\u00f6nelik risk i\u015ftah\u0131n\u0131 destekledi\u011fi belirtildi. S&P 500 y\u00fczde 1,1, Nasdaq y\u00fczde 1,7 ve Dow Jones y\u00fczde 0,61 y\u00fckseldi.<\/p>\n
Trive Yat\u0131r\u0131m, hisse piyasalar\u0131ndaki rahatlama a\u00e7\u0131s\u0131ndan ABD 10 y\u0131ll\u0131k tahvil getirisinin y\u00fczde 5 seviyesinin alt\u0131nda kalmas\u0131n\u0131n \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131n\u0131 belirterek, ABD sanayi \u00fcretimi verisinin ard\u0131ndan tahvil faizlerinde yeniden y\u00fckseli\u015f g\u00f6r\u00fclmesinin teknoloji hisseleri ve geli\u015fmekte olan \u00fclke varl\u0131klar\u0131ndaki toparlanmay\u0131 s\u0131n\u0131rlayabilece\u011fini kaydetti.<\/p>\n
Raporda, Brent petrol\u00fcn \u00fc\u00e7\u00fcnc\u00fc g\u00fcnl\u00fck d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc s\u00fcrd\u00fcrerek 104 dolar\u0131n alt\u0131na geriledi\u011fi belirtildi. Suudi Arabistan\u2019\u0131n hasar g\u00f6ren Do\u011fu-Bat\u0131 petrol hatt\u0131n\u0131n kapasitesinin bir b\u00f6l\u00fcm\u00fcn\u00fc yeniden devreye alma \u00e7al\u0131\u015fmalar\u0131 ve Asya sevkiyatlar\u0131nda alternatif g\u00fczerg\u00e2hlar\u0131n kullan\u0131lmas\u0131, k\u0131sa vadeli arz kesintisi beklentilerini hafifleten geli\u015fmeler aras\u0131nda g\u00f6sterildi.<\/p>\n
Buna kar\u015f\u0131n petrol\u00fcn 100 dolar\u0131n \u00fczerinde seyretmesinin risk priminin tamamen ortadan kalkmad\u0131\u011f\u0131na i\u015faret etti\u011fi ifade edildi.<\/p>\n
H\u00fcrm\u00fcz ve K\u0131z\u0131ldeniz\u2019de yeni bir aksama ya\u015fanmamas\u0131 halinde enerji kaynakl\u0131 enflasyon bask\u0131s\u0131n\u0131n s\u0131n\u0131rlanabilece\u011fi belirtilirken, T\u00fcrkiye a\u00e7\u0131s\u0131ndan petrol fiyatlar\u0131nda 100 dolar\u0131n alt\u0131nda kal\u0131c\u0131 bir seyir g\u00f6r\u00fclmeden cari denge ve akaryak\u0131t maliyetlerinde belirgin bir rahatlama beklemenin erken oldu\u011fu de\u011ferlendirildi.<\/p>\n
Japonya Merkez Bankas\u0131, politika faizini y\u00fczde 1,00\u2019den y\u00fczde 1,25\u2019e y\u00fckseltti. Karara iki \u00fcyenin kar\u015f\u0131 \u00e7\u0131kt\u0131\u011f\u0131 belirtilirken, karar sonras\u0131nda yen dolar kar\u015f\u0131s\u0131nda 157 seviyesine geriledi.<\/p>\n
Asya piyasalar\u0131nda ise Nikkei y\u00fczde 1,9, Kospi y\u00fczde 2,3, Hang Seng y\u00fczde 0,7 ve \u015eanghay y\u00fczde 1 y\u00fckseldi. Trive Yat\u0131r\u0131m, petrol fiyatlar\u0131ndaki gerileme ve ABD teknoloji hisselerindeki toparlanman\u0131n b\u00f6lge borsalar\u0131n\u0131 destekledi\u011fini belirtti.<\/p>\n
BIST 100 endeksi son i\u015flem g\u00fcn\u00fcn\u00fc y\u00fczde 2,95 art\u0131\u015fla 13.509,76 puandan tamamlarken, BIST 30 endeksi y\u00fczde 4,16 y\u00fckseli\u015fle 16.369,79 puana ula\u015ft\u0131. Her iki endekste i\u015flem hacminin \u00f6nceki seans\u0131n \u00fczerinde ger\u00e7ekle\u015fti\u011fi belirtildi.<\/p>\n
Bankac\u0131l\u0131k endeksinin \u00f6nc\u00fcl\u00fck etti\u011fi y\u00fckseli\u015fe ileti\u015fim, madencilik, ula\u015ft\u0131rma ve ticaret hisselerinin de e\u015flik etti\u011fi aktar\u0131ld\u0131.<\/p>\n
Raporda, BDDK\u2019n\u0131n halka a\u00e7\u0131k bankalar\u0131n 16 Eyl\u00fcl sonras\u0131nda piyasadan geri ald\u0131\u011f\u0131 kendi paylar\u0131n\u0131n 31 Aral\u0131k 2026\u2019ya kadar \u00e7ekirdek sermayeden indirilmemesine y\u00f6nelik d\u00fczenlemesine de yer verildi. S\u00f6z konusu paylar\u0131n ayn\u0131 d\u00f6nemde kredi ve piyasa riskine esas tutar hesaplamalar\u0131na dahil edilmeyece\u011fi belirtildi.<\/p>\n
Fon piyasas\u0131ndaki tasfiye s\u00fcrecinin \u00e7er\u00e7evesinin belirginle\u015fti\u011fi ifade edilen raporda, yat\u0131r\u0131mc\u0131 \u00f6demelerinin portf\u00f6y varl\u0131klar\u0131n\u0131n nakde \u00e7evrilmesiyle elde edilecek tutar \u00fczerinden kat\u0131lma pay\u0131 oran\u0131nda yap\u0131lmas\u0131n\u0131n beklendi\u011fi kaydedildi.<\/p>\n
\u00d6deme takviminin fon varl\u0131klar\u0131n\u0131n likiditesine ba\u011fl\u0131 olaca\u011f\u0131 belirtilirken, tasfiye kapsam\u0131ndaki sat\u0131\u015flar\u0131n hangi hisselerde yo\u011funla\u015faca\u011f\u0131n\u0131n ve iade \u00f6demelerinin normalle\u015fip normalle\u015fmeyece\u011finin takip edilece\u011fi aktar\u0131ld\u0131.<\/p>\n
Trive Yat\u0131r\u0131m, Hekta\u015f\u2019\u0131n 2 Temmuz tarihli y\u00f6netim kurulu karar\u0131 kapsam\u0131nda planlanan tahsisli sermaye art\u0131r\u0131m\u0131ndan sa\u011flanacak fonun kullan\u0131m raporunu yay\u0131mlad\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
\u0130\u015flemin hen\u00fcz tamamlanmad\u0131\u011f\u0131 ifade edilen raporda, pay adedi, fiyat ve nihai fon b\u00fcy\u00fckl\u00fc\u011f\u00fc kesinle\u015fmeden sermaye yap\u0131s\u0131na ili\u015fkin etkinin say\u0131salla\u015ft\u0131r\u0131lamayaca\u011f\u0131 kaydedildi.<\/p>\n
Tahsisli sermaye art\u0131r\u0131m\u0131n\u0131n \u015firketin finansman ihtiyac\u0131n\u0131 kar\u015f\u0131layabilece\u011fi belirtilirken, mevcut ortaklar a\u00e7\u0131s\u0131ndan sulanma etkisinin ve yeni paylar\u0131n arz dengesi \u00fczerindeki olas\u0131 sonu\u00e7lar\u0131n izlenmesi gerekti\u011fi aktar\u0131ld\u0131.<\/p>\n
Rapora g\u00f6re ABD\u2019de A\u011fustos ay\u0131na ili\u015fkin sanayi \u00fcretimi verisi bug\u00fcn TS\u0130 16.15\u2019te a\u00e7\u0131klanacak. Sanayi \u00fcretiminde ayl\u0131k y\u00fczde 0,3, imalat \u00fcretiminde y\u00fczde 0,3 art\u0131\u015f beklenirken, kapasite kullan\u0131m oran\u0131n\u0131n y\u00fczde 76,4 seviyesinde ger\u00e7ekle\u015fmesi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Trive Yat\u0131r\u0131m, verilerin beklentilerin \u00fczerinde gelmesi halinde ABD tahvil getirilerinin yeniden y\u00fckselebilece\u011fini, zay\u0131f verilerin ise Fed sonras\u0131nda hisse piyasalar\u0131nda g\u00f6r\u00fclen toparlanmay\u0131 destekleyebilece\u011fini belirtti.<\/p>\n
Raporda, Fed faiz art\u0131\u015f\u0131na ra\u011fmen ABD 10 y\u0131ll\u0131k tahvil getirisinin y\u00fczde 5\u2019in alt\u0131nda kalmas\u0131n\u0131n k\u00fcresel hisse talebini destekledi\u011fi, Brent petrol\u00fcn 104 dolar\u0131n alt\u0131na gerilemesinin enerji bask\u0131s\u0131n\u0131 hafifletti\u011fi ancak petrol fiyatlar\u0131n\u0131n T\u00fcrkiye a\u00e7\u0131s\u0131ndan h\u00e2l\u00e2 y\u00fcksek seviyede bulundu\u011fu ifade edildi.<\/p>\n
BIST 100\u2019deki y\u00fczde 2,95\u2019lik y\u00fckseli\u015fin kal\u0131c\u0131l\u0131\u011f\u0131nda ise fon iade \u00f6demelerinin normalle\u015fmesinin \u00f6nemli bir geli\u015fme olarak izlenece\u011fi kaydedildi.<\/p>\n
<\/strong> \u0130stanbul, 18 Eyl\u00fcl (Hibya) \u2013 Trive Yat\u0131r\u0131m\u2019\u0131n Piyasa Notu\u2019nda, Fed\u2019in faiz art\u0131\u015f\u0131na ra\u011fmen ABD hisse piyasalar\u0131nda g\u00f6r\u00fclen y\u00fckseli\u015f, tahvil faizlerindeki gerileme, petrol fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f ve BIST 100\u2019deki toparlanma de\u011ferlendirildi.<\/p>\n","protected":false},"author":1,"featured_media":151871,"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-151870","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\/151870","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=151870"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/151870\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/151871"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=151870"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=151870"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=151870"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"