A1 Capital analizinde, k\u00fcresel piyasalarda petrol fiyatlar\u0131ndaki y\u00fckseli\u015f, tahvil faizlerindeki art\u0131\u015f ve y\u00fcksek faiz ortam\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 belirtti. Raporda, hisse piyasalar\u0131n\u0131n g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme ve \u015firket k\u00e2rlar\u0131 sayesinde direnmeye \u00e7al\u0131\u015ft\u0131\u011f\u0131 ifade edildi.<\/p>\n
A1 Capital analizinde, \u0130ran\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131 yedi g\u00fcn i\u00e7inde a\u00e7mas\u0131n\u0131 \u00f6ng\u00f6ren plan\u0131n Trump y\u00f6netimi taraf\u0131ndan reddedilmesinin ard\u0131ndan Brent petrol\u00fcn y\u00fckseldi\u011fi, daha sonra \u0130ran\u2019\u0131n n\u00fckleer program\u0131nda somut ve do\u011frulanabilir ilerleme kar\u015f\u0131l\u0131\u011f\u0131nda yapt\u0131r\u0131mlar\u0131n gev\u015fetilebilece\u011fine ili\u015fkin haberlerle petrol kazan\u00e7lar\u0131n\u0131n bir b\u00f6l\u00fcm\u00fcn\u00fcn geri verildi\u011fi aktar\u0131ld\u0131.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n bu y\u00f6ndeki bir teklif haberini reddetmesi sonras\u0131nda ise petrol fiyatlar\u0131n\u0131n yeniden y\u00fckseldi\u011fi belirtildi.<\/p>\n
Raporda, petrol piyasas\u0131n\u0131n \u00f6n\u00fcm\u00fczdeki d\u00f6nemde \u00f6zellikle H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019ndan ge\u00e7en tanker say\u0131s\u0131, \u0130ran\u2019\u0131n n\u00fckleer denetime izin verip vermeyece\u011fi ve ABD\u2019nin yapt\u0131r\u0131m muafiyeti yay\u0131mlay\u0131p yay\u0131mlamayaca\u011f\u0131 gibi geli\u015fmelere odaklanaca\u011f\u0131 kaydedildi. Ayr\u0131ca farkl\u0131 vadeli Brent kontratlar\u0131 aras\u0131ndaki fiyat farklar\u0131n\u0131n grafiklerde yapay hareketlere neden olabilece\u011fi ve petrol fiyatlar\u0131n\u0131n de\u011ferlendirilmesinde kontrat vadesine dikkat edilmesi gerekti\u011fi ifade edildi.<\/p>\n
A1 Capital, Avrupa Merkez Bankas\u0131 Ba\u015fkan\u0131 Christine Lagarde\u2019\u0131n Avrupa Parlamentosu\u2019ndaki a\u00e7\u0131klamalar\u0131nda Euro B\u00f6lgesi enflasyonundaki y\u00fckseli\u015fin temel nedeninin \u00fccretler veya i\u00e7 talep de\u011fil, ABD-\u0130ran \u00e7at\u0131\u015fmas\u0131n\u0131n etkisiyle artan petrol ve do\u011fal gaz fiyatlar\u0131 oldu\u011funu belirtti\u011fini aktard\u0131.<\/p>\n
Raporda, Lagarde\u2019\u0131n enflasyon risklerinin yukar\u0131 y\u00f6nl\u00fc oldu\u011funu kabul etmekle birlikte, fiyat art\u0131\u015flar\u0131n\u0131n hen\u00fcz \u00fccretlere ve kal\u0131c\u0131 fiyatlama davran\u0131\u015flar\u0131na yerle\u015fmedi\u011fi mesaj\u0131n\u0131 verdi\u011fi belirtildi. Enerji s\u00fcbvansiyonlar\u0131 konusunda da h\u00fck\u00fcmetlerin genel ve uzun s\u00fcreli destekler yerine yard\u0131mlar\u0131 ihtiya\u00e7 sahibi kesimlere y\u00f6nlendirmesi gerekti\u011fi ifade edildi.<\/p>\n
A1 Capital, ABD\u2019de 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 5,25-5,27, iki y\u0131ll\u0131k tahvil faizinin ise y\u00fczde 5 seviyesine yak\u0131n seyretti\u011fini belirtti. Raporda, y\u00fcksek faizlerin \u00f6zellikle y\u00fcksek \u00e7arpanl\u0131 teknoloji ve yapay zeka hisseleri \u00fczerinde bask\u0131 olu\u015fturdu\u011fu kaydedildi.<\/p>\n
Ons alt\u0131n\u0131n yakla\u015f\u0131k 4.125 dolar seviyesinde ve son yedi haftan\u0131n en d\u00fc\u015f\u00fck b\u00f6lgesinde bulundu\u011fu belirtilen analizde, dolar\u0131n g\u00fc\u00e7lenmesi ve tahvil faizlerindeki y\u00fckseli\u015fin alt\u0131n \u00fczerinde bask\u0131 olu\u015fturdu\u011fu ifade edildi. Euro\/dolar paritesinin 1,1367 seviyesinde oldu\u011fu, 1,1350 seviyesinin \u00f6nemli destek konumunda bulundu\u011fu aktar\u0131ld\u0131.<\/p>\n
Raporda BIST 100 endeksinin \u00f6nceki g\u00fcn\u00fc y\u00fczde 2,38 d\u00fc\u015f\u00fc\u015fle 12.592 puandan tamamlad\u0131\u011f\u0131 belirtildi. T\u00fcrkiye\u2019nin be\u015f y\u0131ll\u0131k CDS priminin ise 254 baz puana y\u00fckselerek may\u0131s ay\u0131ndan bu yana en y\u00fcksek seviyesine ula\u015ft\u0131\u011f\u0131 kaydedildi.<\/p>\n
A1 Capital, endeksin 52 haftal\u0131k 15.205 puanl\u0131k zirvesinden d\u00fcnk\u00fc en d\u00fc\u015f\u00fck seviyesine kadar kayb\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 18’e ula\u015ft\u0131\u011f\u0131n\u0131 aktard\u0131. Raporda, piyasan\u0131n normalle\u015fmesi a\u00e7\u0131s\u0131ndan taban olan hisse say\u0131s\u0131n\u0131n azalmas\u0131, BIST 100 d\u0131\u015f\u0131ndaki hisselerde piyasa geni\u015fli\u011finin iyile\u015fmesi, bankac\u0131l\u0131k endeksinin BIST 100\u2019den olumlu ayr\u0131\u015fmas\u0131 ve CDS priminin \u00f6nce 250, ard\u0131ndan 240 baz puan\u0131n alt\u0131na gerilemesi gibi g\u00f6stergelerin takip edilmesi gerekti\u011fi belirtildi.<\/p>\n
A1 Capital\u2019in model portf\u00f6y\u00fcnde AKFYE, ASELS, BRSAN, CVKMD, DOHOL, ENJSA, TRALT, KRDMD, TOASO ve TUPRS hisseleri yer ald\u0131. Rapora g\u00f6re model portf\u00f6y\u00fcn getirisi y\u00fczde 40,82 olurken, BIST 100 endeksinin getirisi y\u00fczde 11,82 olarak ger\u00e7ekle\u015fti.<\/p>\n
A1 Capital\u2019in \u015firket haberleri b\u00f6l\u00fcm\u00fcnde Emlak Konut GYO\u2019nun \u0130stanbul Ey\u00fcpsultan Kemerburgaz 3. Etap projesine ili\u015fkin s\u00f6zle\u015fme de\u011ferinin 36,661 milyar TL oldu\u011fu ve \u015firket pay\u0131na d\u00fc\u015fen toplam gelirin 15,397 milyar TL olarak belirlendi\u011fi aktar\u0131ld\u0131.<\/p>\n
Ebebek\u2019in y\u00fczde 100 ba\u011fl\u0131 ortakl\u0131\u011f\u0131 Tuna \u00c7ocuk Gere\u00e7leri A.\u015e.\u2019deki paylar\u0131n\u0131n tamam\u0131n\u0131n 55,421 milyon TL bedelle alt\u0131 ger\u00e7ek ki\u015fiye sat\u0131ld\u0131\u011f\u0131 belirtilirken, \u015firketin bu ortakl\u0131ktaki pay sahipli\u011finin tamamen sona erdi\u011fi bildirildi.<\/p>\n
Kristal Kola\u2019da pay fiyat\u0131nda istikrar\u0131n desteklenmesi amac\u0131yla be\u015f ay s\u00fcreli pay geri al\u0131m program\u0131 ba\u015flat\u0131lmas\u0131 karar\u0131 al\u0131nd\u0131\u011f\u0131, program kapsam\u0131nda azami 5 milyar adet pay\u0131n geri al\u0131nabilece\u011fi ve i\u015flemler i\u00e7in en fazla 50 milyon TL kaynak ayr\u0131laca\u011f\u0131 kaydedildi.<\/p>\n
Polisan Kansai Boya\u2019daki y\u00fczde 50 paylar\u0131n Kansai Paint\u2019e 93 milyon dolar bedelle devrine ili\u015fkin s\u00fcre\u00e7te ise Rekabet Kurulu izninin al\u0131nd\u0131\u011f\u0131 ve ola\u011fan\u00fcst\u00fc genel kurul haz\u0131rl\u0131klar\u0131na ba\u015flanaca\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n
Raporda ayr\u0131ca HEKTS\u2019\u0131n tahsisli sermaye art\u0131r\u0131m\u0131 ba\u015fvurusunun \u00f6ncelikli de\u011ferlendirilmesi amac\u0131yla imtiyaz yarat\u0131lmas\u0131na ili\u015fkin ba\u015fvurusundan bu a\u015famada vazge\u00e7ti\u011fi, KOCMT\u2019nin Osmaniye\u2019de 11.773,02 metrekarelik arsa sat\u0131n ald\u0131\u011f\u0131 ve VSNMD\u2019nin Moritanya\u2019da madencilik faaliyetleri i\u00e7in yeni \u015firket kurdu\u011fu bilgilerine yer verildi.<\/p>\n
<\/strong> \u0130stanbul, 29 Eyl\u00fcl (Hibya) – A1 Capital analizinde, k\u00fcresel piyasalarda petrol fiyatlar\u0131ndaki y\u00fckseli\u015f, tahvil faizlerindeki art\u0131\u015f ve y\u00fcksek faiz ortam\u0131n\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131n\u0131 belirtti. Raporda, hisse piyasalar\u0131n\u0131n g\u00fc\u00e7l\u00fc b\u00fcy\u00fcme ve \u015firket k\u00e2rlar\u0131 sayesinde direnmeye \u00e7al\u0131\u015ft\u0131\u011f\u0131 ifade edildi.<\/p>\n","protected":false},"author":1,"featured_media":158494,"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-158493","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\/158493","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=158493"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/158493\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/158494"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=158493"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=158493"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=158493"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"