{"id":21879,"date":"2025-12-18T09:15:02","date_gmt":"2025-12-18T06:15:02","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/18\/gedik-yatirim-bist100un-gune-yatay-bir-acilisla-baslamasini-bekliyoruz-2"},"modified":"2025-12-18T09:15:02","modified_gmt":"2025-12-18T06:15:02","slug":"gedik-yatirim-bist100un-gune-yatay-bir-acilisla-baslamasini-bekliyoruz-2","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/18\/gedik-yatirim-bist100un-gune-yatay-bir-acilisla-baslamasini-bekliyoruz-2\/","title":{"rendered":"Gedik Yat\u0131r\u0131m: BIST100&#8217;\u00fcn g\u00fcne yatay bir a\u00e7\u0131l\u0131\u015fla ba\u015flamas\u0131n\u0131 bekliyoruz"},"content":{"rendered":"<p>Gedik Yat\u0131r\u0131m\u2019\u0131n raporunda k\u00fcresel piyasalarda, takvimin yo\u011fun oldu\u011fu ifade edildi.\u00a0Bug\u00fcn \u0130ngiltere ve Avrupa Merkez Bankalar\u0131n\u0131n faiz kararlar\u0131n\u0131n takip edilece\u011fi belirtilen raporda \u015funlar kaydedildi:<\/p>\n<p>\u201c\u0130ngiltere i\u00e7in faiz indirimi beklenirken, Avrupa i\u00e7inse faizlerde de\u011fi\u015fiklik beklenmiyor. Her iki Bankan\u0131n faiz kararlar\u0131, Ba\u015fkanlar\u0131n\u0131n konu\u015fmalar\u0131, 2026 y\u0131l\u0131na y\u00f6nelik beklentileri \u015fekillendirmesi ad\u0131na \u00f6nemli olacakt\u0131r. ABD&#039;de bug\u00fcn enflasyon g\u00fcn\u00fc ve kas\u0131m ay\u0131 enflasyonu a\u00e7\u0131klanacak. Fed \u00fcyelerinin konu\u015fmalar\u0131 da izleniyor. Yurt i\u00e7inde, bug\u00fcn TCMB&#039;nin 11 Aral\u0131k tarihinde yapm\u0131\u015f oldu\u011fu toplant\u0131s\u0131n\u0131n \u00f6zeti yay\u0131nlanacak. Asgari \u00fccret tespit komisyonunun bug\u00fcn ikinci toplant\u0131 i\u00e7in bir araya gelmesi bekleniyor.<\/p>\n<p>BIST-100 Endeksi d\u00fcn g\u00fcn\u00fc y\u00fczde 0,55 oran\u0131nda bir d\u00fc\u015f\u00fc\u015fle 11.287 puandan tamamlad\u0131. Hafta ba\u015f\u0131ndaki y\u00fckseli\u015fin ard\u0131ndan son iki g\u00fcnd\u00fcr sat\u0131\u015flar\u0131n g\u00f6zlendi\u011fi endekste, 11.250 seviyesini g\u00fc\u00e7l\u00fc bir destek olarak izleyece\u011fiz. Bu seviye alt\u0131na sarkmalarda d\u00fczeltme e\u011filiminin devam edebilece\u011fi endekste, 11.200 &#8211; 11.160 \u2013 11.120 ve 11.090 seviyelerine do\u011fru kademeli geri \u00e7ekilmeler g\u00fcndeme gelebilir. Ge\u00e7en hafta g\u00fc\u00e7l\u00fc bir diren\u00e7 olarak \u00e7al\u0131\u015fan ve a\u015f\u0131lmas\u0131yla birlikte g\u00fc\u00e7l\u00fc bir destek konumuna ge\u00e7en 11.250 \u00fczerinde tutunman\u0131n korunmas\u0131 \u00f6nem ta\u015f\u0131maktad\u0131r. 11.250 \u00fczerinde tepki al\u0131mlar\u0131nda ise 11.310 \u2013 11.365 ve 11.400 seviyeleri diren\u00e7 noktalar\u0131 olarak izlenecektir. 11.400 \u00fczeri kapan\u0131\u015flarda 11.500 ve 11.605 tarihi zirve seviyesi diren\u00e7 olarak takip edilebilir. BIST-100 Endeksi\u2019nin g\u00fcne yatay bir a\u00e7\u0131l\u0131\u015fla ba\u015flamas\u0131n\u0131 bekliyoruz.<\/p>\n<p>T.C. Enerji Piyasas\u0131 D\u00fczenleme Kurumu (EPDK), elektrik da\u011f\u0131t\u0131m \u015firketleri i\u00e7in be\u015finci tarife d\u00f6neminde (2026-2030) uygulanacak D\u00fczenlemeye Tabi Varl\u0131k Taban\u0131 (DVT) \u00fczerinden hesaplanan vergi \u00f6ncesi A\u011f\u0131rl\u0131kl\u0131 Ortalama Sermaye Maliyeti (WACC) oran\u0131n\u0131 ve yat\u0131r\u0131m harcamalar\u0131n\u0131n (Capex) geri \u00f6deme s\u00fcresini a\u00e7\u0131klam\u0131\u015ft\u0131r. Vergi \u00f6ncesi WACC oran\u0131 y\u00fczde 14,46 olarak belirlenmi\u015ftir (2021-2025: y\u00fczde 13,11) ve Yat\u0131r\u0131m Harcamalar\u0131 (Capex) geri \u00f6deme s\u00fcresi 10 y\u0131l olarak korunmu\u015ftur (2021- 2025: 10 y\u0131l). Da\u011f\u0131t\u0131m \u015firketleri i\u00e7in y\u00fcksek WACC y\u00fcksek faaliyet kar\u0131 anlam\u0131na geliyor. WACC&#039;da hafif art\u0131\u015f olmas\u0131 nedeniyle geli\u015fmeyi hafif olumlu olarak de\u011ferlendirebiliriz. (ENJSA i\u00e7in s\u0131n\u0131rl\u0131 pozitif)<\/p>\n<p>AR\u00c7EL\u0130K \/ ARCLK 17.12.2025 18:27:38 \u015eirketin Grundig markas\u0131 alt\u0131nda y\u00fcr\u00fct\u00fclen faaliyetlerde daha verimli b\u00f6lgelere odaklan\u0131lmas\u0131na y\u00f6nelik optimizasyon \u00e7al\u0131\u015fmalar\u0131 kapsam\u0131nda Grundig markas\u0131n\u0131n sahibi olan ba\u011fl\u0131 ortakl\u0131k Grundig Multimedia ile Hong Kong merkezli t\u00fcketici elektroni\u011fi, beyaz e\u015fya ve iklimlendirme \u00fcr\u00fcnleri \u015firketi Changhong aras\u0131nda, yurtd\u0131\u015f\u0131nda Grundig markas\u0131 alt\u0131nda y\u00fcr\u00fct\u00fclen faaliyetlere y\u00f6nelik 1 Ocak 2026&#039;dan itibaren 3 y\u0131l ge\u00e7erli olmak \u00fczere m\u00fcnhas\u0131r bir lisans s\u00f6zle\u015fmesi imzalanm\u0131\u015ft\u0131r. Lisans S\u00f6zle\u015fmesi kapsam\u0131nda Changhong; Avrupa1, CIS2 ve APAC3 b\u00f6lgelerinde k\u00fc\u00e7\u00fck ev aletleri hari\u00e7 beyaz e\u015fya, iklimlendirme ve t\u00fcketici elektroni\u011fi kategorilerindeki se\u00e7ili \u00fcr\u00fcn gruplar\u0131n\u0131; \u00c7in ve Rusya b\u00f6lgelerinde ise k\u00fc\u00e7\u00fck ev aletleri dahil t\u00fcm kategorilerdeki se\u00e7ili \u00fcr\u00fcn gruplar\u0131n\u0131, Grundig markalar\u0131n\u0131 kullanarak \u00fcretilebilecek, sat\u0131labilecek ve sat\u0131\u015f sonras\u0131 hizmet sunma hakk\u0131na sahip olacakt\u0131r. (n\u00f6tr)\u201d<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 18 Aral\u0131k (Hibya) \u2013 Gedik Yat\u0131r\u0131m, BIST100 Endeksi\u2019nin g\u00fcne yatay bir a\u00e7\u0131l\u0131\u015fla ba\u015flamas\u0131n\u0131 beklendi\u011fini a\u00e7\u0131klad\u0131. <\/p>\n","protected":false},"author":1,"featured_media":21880,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-21879","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/21879","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=21879"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/21879\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/21880"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=21879"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=21879"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=21879"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}