Gedik Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re, \u0130ran\u2019da baz\u0131 kaynaklar taraf\u0131ndan ABD\u2019nin b\u00f6lge \u00fclkelerinin onay\u0131yla \u0130ran\u2019a yeniden sald\u0131r\u0131 karar\u0131 ald\u0131\u011f\u0131na ili\u015fkin bilgiler g\u00fcndeme getirilirken, jeopolitik geli\u015fmeler \u00f6nemini koruyor. ABD\u2019nin H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan petrol ve t\u00fcrev \u00fcr\u00fcnler sevkiyat\u0131n\u0131n 6 ay\u0131n zirvesine \u00e7\u0131kt\u0131\u011f\u0131 y\u00f6n\u00fcndeki a\u00e7\u0131klamalar\u0131n\u0131 \u0130ran\u2019\u0131n yalanlad\u0131\u011f\u0131 ve \u015fartlar\u0131 kar\u015f\u0131lanana kadar H\u00fcrm\u00fcz\u2019\u00fcn kapal\u0131 tutulaca\u011f\u0131n\u0131 belirtti\u011fi aktar\u0131ld\u0131.<\/p>\n
Petrol fiyatlar\u0131n\u0131n ise son haftalardaki y\u00fckseli\u015f e\u011filiminin ard\u0131ndan Suudi Arabistan\u2019\u0131n ek arz hamlesi ve Birle\u015fmi\u015f Milletler toplant\u0131lar\u0131 kapsam\u0131nda bu hafta \u0130ran sava\u015f\u0131nda diplomasiye \u015fans verilebilece\u011fine y\u00f6nelik beklentilerle 100 dolar seviyesinin alt\u0131nda i\u015flem g\u00f6rd\u00fc\u011f\u00fc ifade edildi. K\u00fcresel merkez bankalar\u0131n\u0131n s\u0131k\u0131 ve temkinli para politikas\u0131 duru\u015funu s\u00fcrd\u00fcrd\u00fc\u011f\u00fc, jeopolitik geli\u015fmeler ile enerji fiyatlar\u0131n\u0131n merkez bankalar\u0131n\u0131n kararlar\u0131 ve k\u00fcresel risk i\u015ftah\u0131 \u00fczerinde belirleyici olmaya devam edece\u011fi belirtildi.<\/p>\n
Yurt i\u00e7inde ge\u00e7en hafta fon kaynakl\u0131 geli\u015fmelerin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 aktar\u0131l\u0131rken, Sermaye Piyasas\u0131 Kurulu\u2019nun (SPK) son a\u00e7\u0131klamas\u0131yla tasfiye konusu fonlar\u0131n portf\u00f6y yap\u0131lar\u0131 ve piyasa geli\u015fmeleri dikkate al\u0131narak \u00fc\u00e7 ayl\u0131k s\u00fcrenin alt\u0131 aya \u00e7\u0131kar\u0131lmas\u0131na karar verdi\u011fi kaydedildi.<\/p>\n
Gedik Yat\u0131r\u0131m, g\u00fcn\u00fcn ekonomik veri g\u00fcndeminde saat 10.00\u2019da T\u00fcrkiye Reel Kesim G\u00fcven Endeksi ve saat 15.30\u2019da ABD Chicago Fed Ulusal Aktivite Endeksi verilerinin a\u00e7\u0131klanaca\u011f\u0131n\u0131 belirtti.<\/p>\n
BIST 100 de\u011ferlendirmesi<\/p>\n
Gedik Yat\u0131r\u0131m\u2019\u0131n analizinde, BIST 100 Endeksi\u2019nin cuma g\u00fcn\u00fc 13.199-13.427 seviyeleri aras\u0131nda hareket ederek g\u00fcn\u00fc y\u00fczde 1,67 d\u00fc\u015f\u00fc\u015fle 13.284 puandan tamamlad\u0131\u011f\u0131, i\u015flem hacminin ise 170,6 milyar TL olarak ger\u00e7ekle\u015fti\u011fi ifade edildi.<\/p>\n
Ge\u00e7en hafta serbest fonlara y\u00f6nelik geli\u015fmelerin ard\u0131ndan endekste y\u00fcksek volatilitenin hakim oldu\u011fu, haftan\u0131n son i\u015flem g\u00fcn\u00fcnde ise volatilitenin azald\u0131\u011f\u0131 aktar\u0131ld\u0131. Yeni haftada dalgal\u0131 seyrin devam edebilece\u011fi de\u011ferlendirildi.<\/p>\n
Teknik g\u00f6r\u00fcn\u00fcmde 200 g\u00fcnl\u00fck basit hareketli ortalaman\u0131n bug\u00fcn itibar\u0131yla 13.502 seviyesinden ge\u00e7ti\u011fi belirtilerek, 13.360, 13.427, 13.502 ve 13.580 seviyeleri diren\u00e7 olarak s\u0131raland\u0131. 200 g\u00fcnl\u00fck hareketli ortalama \u00fczerinde tutunma ve 13.580 seviyesinin a\u015f\u0131lmas\u0131 halinde 13.875 seviyesinin yeniden g\u00fcndeme gelebilece\u011fi ifade edildi.<\/p>\n
D\u00fc\u015f\u00fc\u015f e\u011filiminin devam etmesi halinde ise 13.200 seviyesinin destek oldu\u011fu, bu seviyenin alt\u0131nda 13.095, 12.912 ve 12.817 seviyelerinin destek olarak takip edilebilece\u011fi aktar\u0131ld\u0131. Gedik Yat\u0131r\u0131m, BIST 100 Endeksi\u2019nin g\u00fcne dalgal\u0131 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekledi\u011fini bildirdi.<\/p>\n
\u00d6nemli makro ve \u015firket haberleri<\/p>\n
Gedik Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesinde, ASELSAN\u2019\u0131n artan sipari\u015f hacmini kar\u015f\u0131lamak ve \u00fcretim altyap\u0131s\u0131n\u0131 g\u00fc\u00e7lendirmek amac\u0131yla toplam 56 milyon dolar yat\u0131r\u0131m tutar\u0131na sahip ve 17.865 metrekare kapal\u0131 alana sahip G\u00fcd\u00fcm Sistemleri \u00dcretim Merkezi\u2019ni devreye ald\u0131\u011f\u0131 belirtildi. Yeni yat\u0131r\u0131mla g\u00fcd\u00fcm sistemleri \u00fcretiminde robotik ve otomasyon altyap\u0131s\u0131n\u0131n g\u00fc\u00e7lendirildi\u011fi, teslimat kapasitesi ile h\u0131z ve kalite kabiliyetinin art\u0131r\u0131ld\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
ORGE Enerji\u2019nin Pendik-Fevzi \u00c7akmak Metro Projesi kapsam\u0131nda 863 bin avro art\u0131 KDV tutar\u0131nda ilave sipari\u015f ald\u0131\u011f\u0131 ve fiyat fark\u0131 anla\u015fmas\u0131 kapsam\u0131nda 44,6 milyon TL art\u0131 KDV tutar\u0131nda fiyat fark\u0131 al\u0131naca\u011f\u0131 bildirildi. Projenin s\u00f6zle\u015fme b\u00fcy\u00fckl\u00fc\u011f\u00fcn\u00fcn 9,98 milyon avro art\u0131 KDV ve 133,8 milyon TL art\u0131 KDV\u2019den s\u0131ras\u0131yla 10,84 milyon avro art\u0131 KDV ve 178,4 milyon TL art\u0131 KDV\u2019ye revize edildi\u011fi, s\u00f6zle\u015fme bedelinde avro baz\u0131nda yakla\u015f\u0131k y\u00fczde 8,6, TL baz\u0131nda ise yakla\u015f\u0131k y\u00fczde 33,4 art\u0131\u015f ger\u00e7ekle\u015fti\u011fi kaydedildi. \u0130\u015fin 31 May\u0131s 2027\u2019ye kadar tamamlanmas\u0131n\u0131n planland\u0131\u011f\u0131 belirtildi.<\/p>\n
Gedik Yat\u0131r\u0131m\u2019\u0131n Y\u00f6netim Kurulu\u2019nun azami 100 milyon adet pay\u0131n geri al\u0131ma konu olaca\u011f\u0131 ve 700 milyon TL\u2019ye kadar fon ayr\u0131laca\u011f\u0131 yeni bir pay geri al\u0131m program\u0131 ba\u015flatma karar\u0131 ald\u0131\u011f\u0131, program s\u00fcresinin ise \u00fc\u00e7 y\u0131l olarak belirlendi\u011fi aktar\u0131ld\u0131.<\/p>\n
Migros\u2019un 2026 y\u0131l\u0131 \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek konsolide finansal sonu\u00e7lar\u0131n\u0131 5 Kas\u0131m 2026 tarihinde Kamuyu Ayd\u0131nlatma Platformu\u2019nda (KAP) yay\u0131mlamay\u0131 planlad\u0131\u011f\u0131 bildirildi.<\/p>\n
CW Enerji\u2019nin ABD\u2019de planlanan y\u0131ll\u0131k 1 gigavat kapasiteli g\u00fcne\u015f paneli \u00fcretim tesisi yat\u0131r\u0131m\u0131 kapsam\u0131nda, federal, eyalet ve yerel d\u00fczeydeki vergi kredileri, te\u015fvik, hibe ve muafiyetlerden yararlan\u0131lmas\u0131 amac\u0131yla ABD\u2019de faaliyet g\u00f6steren bir hukuk b\u00fcrosuyla dan\u0131\u015fmanl\u0131k hizmet s\u00f6zle\u015fmesi imzalad\u0131\u011f\u0131 aktar\u0131ld\u0131. Mevcut de\u011ferlendirmelere g\u00f6re yararlan\u0131labilecek toplam te\u015fvik ve destek tutar\u0131n\u0131n yakla\u015f\u0131k 250-300 milyon dolar olabilece\u011fi, bunun yakla\u015f\u0131k 245 milyon dolarl\u0131k b\u00f6l\u00fcm\u00fcn\u00fcn nakit destekten olu\u015fmas\u0131n\u0131n \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc, nihai tutarlar\u0131n ba\u015fvuru ve onay s\u00fcre\u00e7leriyle kesinle\u015fece\u011fi belirtildi.<\/p>\n
Giri\u015fim Elektrik\u2019in T\u00fcrkiye Elektrik \u0130letim A\u015e (TE\u0130A\u015e) taraf\u0131ndan d\u00fczenlenen yakla\u015f\u0131k 52,4 kilometre uzunlu\u011fundaki 154 kV 1272 MCM iletkenli Korkuteli-Varsak E\u0130H yenileme ihalesine kat\u0131larak en avantajl\u0131 teklifi verdi\u011fi ve ihalede birinci oldu\u011fu bildirildi. \u0130haleye konu i\u015fin baz bedelinin 497,8 milyon TL oldu\u011fu aktar\u0131ld\u0131.<\/p>\n
Tera Yat\u0131r\u0131m Holding\u2019in Peker Gayrimenkul Yat\u0131r\u0131m Ortakl\u0131\u011f\u0131 (PEKGY) paylar\u0131na y\u00f6nelik 16-29 Eyl\u00fcl 2026 tarihleri aras\u0131nda ger\u00e7ekle\u015ftirilmesi \u00f6ng\u00f6r\u00fclen zorunlu pay al\u0131m teklifi s\u00fcrecinin ertelendi\u011fi belirtildi. Erteleme gerek\u00e7eleri aras\u0131nda Borsa \u0130stanbul\u2019daki a\u015fa\u011f\u0131 y\u00f6nl\u00fc fiyat hareketleri, likidite daralmas\u0131 ve baz\u0131 yat\u0131r\u0131m fonlar\u0131n\u0131n kat\u0131lma pay\u0131 iade \u00f6demelerinde ya\u015fanan temerr\u00fctlerin piyasa genelindeki etkilerinin g\u00f6sterildi\u011fi aktar\u0131ld\u0131. Tera Yat\u0131r\u0131m Holding\u2019in ayr\u0131ca teklif fiyat\u0131na esas al\u0131nan fon i\u015fleminin kendisine atfedilmesine itiraz ederek 17 Eyl\u00fcl 2026 tarihinde teklif takviminin yeniden belirlenmesi ve fiyat\u0131n yeniden de\u011ferlendirilmesi talebiyle SPK\u2019ya ba\u015fvurdu\u011fu kaydedildi.<\/p>\n
De\u011ferlendirmenin, 21 Eyl\u00fcl 2026 saat 08.00\u2019e kadar KAP\u2019a gelen haberleri kapsad\u0131\u011f\u0131 bildirildi.<\/p>\n
Kur ve faiz g\u00f6r\u00fcn\u00fcm\u00fc<\/p>\n
Gedik Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesinde, ge\u00e7en hafta kurda d\u00fc\u015f\u00fck volatilitede s\u0131n\u0131rl\u0131 ve kademeli y\u00fckseli\u015f e\u011filiminin devam etti\u011fi, a\u00e7\u0131klanan veri ve haber ak\u0131\u015flar\u0131n\u0131n fiyatlamalar \u00fczerindeki etkisinin s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131 ifade edildi.<\/p>\n
Yurt i\u00e7inde ya\u015fanan geli\u015fmeler nedeniyle hafta ortas\u0131nda k\u0131sa ve uzun vadeli tahvil faizlerinde bir miktar y\u00fckseli\u015f e\u011filimi g\u00f6r\u00fcld\u00fc\u011f\u00fc, ancak Finansal \u0130stikrar Komitesi sonras\u0131nda T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) ve SPK taraf\u0131ndan a\u00e7\u0131klanan kararlar\u0131n ard\u0131ndan haftan\u0131n son iki i\u015flem g\u00fcn\u00fcnde tahvil faizlerinin yeniden d\u00fc\u015f\u00fc\u015f e\u011filimine girdi\u011fi aktar\u0131ld\u0131.<\/p>\n
ABD taraf\u0131nda ise Fed\u2019in faiz art\u0131r\u0131m karar\u0131 ve \u015fahin tonlu g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn dolar endeksinde de\u011fer kazan\u00e7lar\u0131n\u0131 beraberinde getirdi\u011fi belirtildi. ABD\u2019de uzun vadeli tahvil faizlerinin Fed karar\u0131yla gerilemesine kar\u015f\u0131n jeopolitik gerilimlerin d\u00fc\u015f\u00fc\u015fleri s\u0131n\u0131rlad\u0131\u011f\u0131 kaydedildi.<\/p>\n
Bug\u00fcn ikincil d\u00fczeyde verilerin a\u00e7\u0131klanaca\u011f\u0131 ve jeopolitik geli\u015fmelerin takip edilece\u011fi ifade edilirken, Dolar\/TL\u2019nin saat 08.00 itibar\u0131yla 48,80 civar\u0131nda haftaya hafif y\u00fckseli\u015f e\u011filimiyle ba\u015flad\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
T\u00fcrkiye\u2019nin 10 y\u0131ll\u0131k uzun vadeli hazine tahvil faizinin haftay\u0131 15 baz puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 35,13, 2 y\u0131ll\u0131k k\u0131sa vadeli tahvil faizinin ise 50 baz puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 40,11 seviyesinde tamamlad\u0131\u011f\u0131 belirtildi. ABD Hazine tahvillerinde 2 y\u0131ll\u0131k faizin y\u00fczde 4,74, 5 y\u0131ll\u0131k faizin y\u00fczde 4,86 ve 10 y\u0131ll\u0131k faizin y\u00fczde 5 seviyelerinde seyretti\u011fi aktar\u0131ld\u0131.<\/p>\n
T\u00fcrkiye\u2019nin uluslararas\u0131 y\u00fck\u00fcml\u00fcl\u00fcklerinin temmuz ay\u0131nda bir \u00f6nceki aya g\u00f6re y\u00fczde 1 art\u0131\u015fla 818,3 milyar dolara y\u00fckseldi\u011fi ifade edildi.<\/p>\n
2026\u2019n\u0131n ilk sekiz ay\u0131nda 2025\u2019in ayn\u0131 d\u00f6nemine g\u00f6re kurulan \u015firket say\u0131s\u0131n\u0131n y\u00fczde 6,4, ger\u00e7ek ki\u015fi ticari i\u015fletme say\u0131s\u0131n\u0131n y\u00fczde 2,1 artt\u0131\u011f\u0131; kurulan kooperatif say\u0131s\u0131n\u0131n ise y\u00fczde 22,5 azald\u0131\u011f\u0131 aktar\u0131ld\u0131. Ayn\u0131 d\u00f6nemde kapanan \u015firket say\u0131s\u0131n\u0131n y\u00fczde 1,1, kapanan kooperatif say\u0131s\u0131n\u0131n y\u00fczde 9,3 azald\u0131\u011f\u0131, kapanan ger\u00e7ek ki\u015fi ticari i\u015fletme say\u0131s\u0131n\u0131n ise y\u00fczde 9,6 artt\u0131\u011f\u0131 belirtildi.<\/p>\n
FTSE Russell\u2019\u0131n 6 Ekim\u2019de ger\u00e7ekle\u015ftirece\u011fi y\u0131ll\u0131k \u00fclke s\u0131n\u0131fland\u0131rmas\u0131 g\u00f6zden ge\u00e7irmesi kapsam\u0131nda t\u00fcm hisse senedi piyasalar\u0131n\u0131n durumuna ili\u015fkin bir g\u00fcncelleme yay\u0131mlayaca\u011f\u0131 da de\u011ferlendirmede yer ald\u0131.<\/p>\n
<\/strong> \u0130stanbul, 21 Eyl\u00fcl (Hibya) – Gedik Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesinde, \u0130ran-ABD hatt\u0131ndaki geli\u015fmelerin ve enerji fiyatlar\u0131n\u0131n k\u00fcresel piyasalar\u0131n seyri a\u00e7\u0131s\u0131ndan \u00f6nemini korudu\u011fu, yurt i\u00e7inde ise fon kaynakl\u0131 geli\u015fmelerin \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n","protected":false},"author":1,"featured_media":153324,"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-153323","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\/153323","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=153323"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/153323\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/153324"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=153323"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=153323"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=153323"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"