{"id":158519,"date":"2026-09-29T09:30:03","date_gmt":"2026-09-29T06:30:03","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/29\/mavi-ve-pgsus-model-portfoyden-cikarildi-astor-tavsiyesi-tuta-cekildi"},"modified":"2026-09-29T09:30:03","modified_gmt":"2026-09-29T06:30:03","slug":"mavi-ve-pgsus-model-portfoyden-cikarildi-astor-tavsiyesi-tuta-cekildi","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/29\/mavi-ve-pgsus-model-portfoyden-cikarildi-astor-tavsiyesi-tuta-cekildi\/","title":{"rendered":"MAVI ve PGSUS model portf\u00f6yden \u00e7\u0131kar\u0131ld\u0131, ASTOR tavsiyesi TUT\u2019a \u00e7ekildi"},"content":{"rendered":"

Ahlatc\u0131 Yat\u0131r\u0131m, model portf\u00f6y g\u00fcncellemesinde MAVI ve PGSUS hisselerini model portf\u00f6y\u00fcnden \u00e7\u0131kard\u0131. Kurum ayr\u0131ca SELEC ve TTRAK hisselerini ara\u015ft\u0131rma kapsam\u0131ndan \u00e7\u0131kar\u0131rken, ASTOR hissesindeki tavsiyesini AL\u2019dan TUT\u2019a \u00e7ekti.<\/p>\n

Ahlatc\u0131 Yat\u0131r\u0131m, model portf\u00f6y\u00fcn\u00fc alt\u0131 hisseye indirirken ara\u015ft\u0131rma kaynaklar\u0131n\u0131 yat\u0131r\u0131mc\u0131lara daha y\u00fcksek katma de\u011fer sunaca\u011f\u0131n\u0131 de\u011ferlendirdi\u011fi \u015firketlere yo\u011funla\u015ft\u0131rmay\u0131 hedefledi\u011fini bildirdi.<\/p>\n

Kurum, g\u00fc\u00e7l\u00fc bilan\u00e7o yap\u0131s\u0131na ra\u011fmen haz\u0131r giyim talebindeki belirsizlik nedeniyle Mavi Giyim\u2019i model portf\u00f6y\u00fcnden \u00e7\u0131kard\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. MAVI i\u00e7in AL tavsiyesi ve 62,40 TL hedef fiyat\u0131n ara\u015ft\u0131rma kapsam\u0131nda izlenmeye devam edece\u011fi belirtildi.<\/p>\n

Pegasus\u2019un da 12 May\u0131s 2026 tarihinde tavsiyesinin TUT\u2019a \u00e7ekilmesinin ard\u0131ndan model portf\u00f6yden \u00e7\u0131kar\u0131ld\u0131\u011f\u0131 aktar\u0131ld\u0131. PGSUS i\u00e7in TUT tavsiyesi ve 278,60 TL hedef fiyat korunurken, hissedeki portf\u00f6y a\u011f\u0131rl\u0131\u011f\u0131n\u0131n kalan hisselere aktar\u0131laca\u011f\u0131 ifade edildi.<\/p>\n

Ahlatc\u0131 Yat\u0131r\u0131m, d\u00fc\u015f\u00fck marjl\u0131 da\u011f\u0131t\u0131m modeli nedeniyle k\u00e2r tahminlerindeki oynakl\u0131\u011f\u0131n y\u00fcksek seyretmesinin sa\u011fl\u0131kl\u0131 de\u011ferleme g\u00f6r\u00fcn\u00fcrl\u00fc\u011f\u00fcn\u00fc zorla\u015ft\u0131rd\u0131\u011f\u0131 gerek\u00e7esiyle Sel\u00e7uk Ecza Deposu\u2019nu ara\u015ft\u0131rma kapsam\u0131ndan \u00e7\u0131kard\u0131. SELEC i\u00e7in daha \u00f6nce verilen TUT tavsiyesi ve 131,54 TL hedef fiyat\u0131n rapor itibar\u0131yla ge\u00e7erlili\u011fini yitirdi\u011fi bildirildi.<\/p>\n

T\u00fcrk Trakt\u00f6r de tar\u0131m ekipman\u0131 talebindeki d\u00f6ng\u00fcsel zay\u0131fl\u0131\u011f\u0131n k\u0131sa vadeli g\u00f6r\u00fcn\u00fcrl\u00fc\u011f\u00fc s\u0131n\u0131rlamas\u0131 nedeniyle ara\u015ft\u0131rma kapsam\u0131ndan \u00e7\u0131kar\u0131ld\u0131. TTRAK i\u00e7in son TUT tavsiyesi ve 742,20 TL hedef fiyat\u0131n ge\u00e7erlili\u011fini yitirdi\u011fi belirtildi.<\/p>\n

ASTOR taraf\u0131nda ise hisse fiyat\u0131n\u0131n hedef fiyat\u0131n \u00fczerine \u00e7\u0131kmas\u0131 nedeniyle tavsiye AL\u2019dan TUT\u2019a \u00e7ekildi. Hisse i\u00e7in hedef fiyat 202,38 TL olarak korunurken, raporda kapan\u0131\u015f fiyat\u0131 28 Eyl\u00fcl 2026 itibar\u0131yla 235,00 TL seviyesinde yer ald\u0131.<\/p>\n

Ahlatc\u0131 Yat\u0131r\u0131m\u2019\u0131n 12 ayl\u0131k model portf\u00f6y\u00fcnde AKBNK y\u00fczde 20, ASELS y\u00fczde 15, CIMSA y\u00fczde 10, EKGYO y\u00fczde 15, MGROS y\u00fczde 20 ve TCELL y\u00fczde 20 a\u011f\u0131rl\u0131kla bulunuyor.<\/p>\n

Kurumun hesaplamalar\u0131na g\u00f6re, 12 Ocak 2026 tarihli son g\u00fcncellemeden 28 Eyl\u00fcl 2026 kapan\u0131\u015f\u0131na kadar model portf\u00f6y y\u00fczde 7,0 de\u011fer kaybederken BIST 100 endeksi ayn\u0131 d\u00f6nemde y\u00fczde 3,2 y\u00fckseldi.<\/p>\n

Ahlatc\u0131 Yat\u0131r\u0131m, negatif ayr\u0131\u015fman\u0131n b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcn\u00fcn model portf\u00f6yden \u00e7\u0131kar\u0131lan PGSUS ve MAVI hisselerindeki d\u00fc\u015f\u00fc\u015flerden kaynakland\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n

Rapora g\u00f6re PGSUS\u2019taki y\u00fczde 29,8 ve MAVI\u2019deki y\u00fczde 12,3\u2019l\u00fck geri \u00e7ekilmeler model portf\u00f6y getirisinden toplam 6,3 puan eksiltti. ASELS ise y\u00fczde 31,2 y\u00fckseli\u015fle portf\u00f6ye 2,3 puanl\u0131k pozitif katk\u0131 sa\u011flad\u0131.<\/p>\n

Ahlatc\u0131 Yat\u0131r\u0131m, MAVI ve PGSUS\u2019un \u00e7\u0131kar\u0131lmas\u0131yla serbest kalan y\u00fczde 30\u2019luk portf\u00f6y a\u011f\u0131rl\u0131\u011f\u0131n\u0131n kalan alt\u0131 hisseye da\u011f\u0131t\u0131laca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/p>\n

<\/strong>
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"

\u0130stanbul, 29 Eyl\u00fcl (Hibya) – Ahlatc\u0131 Yat\u0131r\u0131m, model portf\u00f6y g\u00fcncellemesinde MAVI ve PGSUS hisselerini model portf\u00f6y\u00fcnden \u00e7\u0131kard\u0131. Kurum ayr\u0131ca SELEC ve TTRAK hisselerini ara\u015ft\u0131rma kapsam\u0131ndan \u00e7\u0131kar\u0131rken, ASTOR hissesindeki tavsiyesini AL\u2019dan TUT\u2019a \u00e7ekti.<\/p>\n","protected":false},"author":1,"featured_media":158520,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,10,9],"tags":[],"class_list":["post-158519","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-otomobil","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/158519","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=158519"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/158519\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/158520"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=158519"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=158519"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=158519"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}