{"id":2835,"date":"2025-10-30T08:30:02","date_gmt":"2025-10-30T05:30:02","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/10\/30\/alnus-yatirim-bist100-endeksinin-gune-pozitif-baslangic-yapmasini-bekliyoruz"},"modified":"2025-10-30T08:30:02","modified_gmt":"2025-10-30T05:30:02","slug":"alnus-yatirim-bist100-endeksinin-gune-pozitif-baslangic-yapmasini-bekliyoruz","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/10\/30\/alnus-yatirim-bist100-endeksinin-gune-pozitif-baslangic-yapmasini-bekliyoruz\/","title":{"rendered":"Alnus Yat\u0131r\u0131m: B\u0130ST100 endeksinin g\u00fcne \u2018pozitif\u2019 ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekliyoruz"},"content":{"rendered":"<p>Alnus Yat\u0131r\u0131m\u2019\u0131n raporunda B\u0130ST-100 endeksi, Sal\u0131 g\u00fcn\u00fcne; 5,24 puanl\u0131k d\u00fc\u015f\u00fc\u015fle ba\u015flad\u0131\u011f\u0131 ifade edildi. raporda \u015fu de\u011ferlendirmeler yer ald\u0131:<\/p>\n<p>\u201cCumhuriyet Bayram\u0131 arefesi nedeniyle yar\u0131m g\u00fcnl\u00fck seans\u0131n yap\u0131ld\u0131\u011f\u0131 g\u00fcnde, a\u00e7\u0131l\u0131\u015f sonras\u0131nda etkili olan al\u0131c\u0131l\u0131 i\u015flemlerle bir ara 10.920,51 puan seviyesinin test edildi\u011fi ulusal-100 endeksinde; seans\u0131n sonunu ise, y\u00fczde 0,16 oran\u0131ndaki s\u0131n\u0131rl\u0131 y\u00fckseli\u015fle 10.871,08 puandan noktalad\u0131k. Endeksin i\u015flem hacmi; 49,2 Milyar TL ile d\u00fczeyinde ger\u00e7ekle\u015fti. Endekse puan baz\u0131nda en fazla pozitif etki eden \u015firket hisseleri ise; 11,38 puan ile TUPRAS, 9,29 puan ile ASELS ve 7,78 puan ile DSTKF oldu.<\/p>\n<p>\u0130\u00e7 tarafta \u00f6nemli bir makro veri ak\u0131\u015f\u0131 bulunmazken, min\u00f6r tarafta T\u00fcrkiye Beyaz E\u015fya Sanayicileri Derne\u011fi (T\u00dcRKBESD) taraf\u0131ndan a\u00e7\u0131klanan veriler takip edildi. 9 ayl\u0131k d\u00f6nemde toplam beyaz e\u015fya sat\u0131\u015flar\u0131 22,22 milyon adet olarak ger\u00e7ekle\u015firken, buna kar\u015f\u0131n sekt\u00f6r\u00fcn 6 ana \u00fcr\u00fcn grubunda i\u00e7 sat\u0131\u015flar\u0131n ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine k\u0131yasla y\u00fczde 6 oran\u0131nda geriledi\u011fi g\u00f6r\u00fcld\u00fc. \u0130hracatta da, \u00fc\u00e7 y\u0131ll\u0131k d\u00fc\u015f\u00fc\u015f e\u011filiminin devam etti\u011fi; ancak \u00f6nceki y\u0131la g\u00f6re gerileme oran\u0131nda bir yava\u015flama ya\u015fand\u0131\u011f\u0131 dikkat \u00e7ekti.<\/p>\n<p>Hazine ve Maliye Bakanl\u0131\u011f\u0131\u2019ndan gelen a\u00e7\u0131klamaya g\u00f6re; d\u0131\u015f finansman program\u0131 \u00e7er\u00e7evesinde kupon\/getiri oran\u0131 y\u00fczde 6,80 olan 2036 vadeli bir tahvil ihrac\u0131 ger\u00e7ekle\u015ftirildi\u011fi, 3 kat\u0131na yak\u0131n gelen talebe kar\u015f\u0131n 2,25 Milyar Dolarl\u0131k sat\u0131\u015f yap\u0131ld\u0131\u011f\u0131 aktar\u0131ld\u0131.<\/p>\n<p>K\u00fcresel tarafta, sal\u0131 g\u00fcn\u00fc a\u00e7\u0131klanan \u00f6nemli verilerde; ABD\u2019nin Ekim ay\u0131 Conference Board T\u00fcketici G\u00fcveni beklentilerin \u00fczerinde gelirken, \u00fclkenin A\u011fustos ay\u0131na ili\u015fkin S&amp;P\/CS 20 \u00d6nemli \u015eehir Konut Fiyat Endeksi de \u00f6ng\u00f6r\u00fcleri a\u015ft\u0131. Haber ak\u0131\u015flar\u0131 taraf\u0131nda; ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n Asya seyahati devam ederken, Malezya\u2019da ger\u00e7ekle\u015ftirilen ASEAN Zirvesi\u2019ndeki temaslar takip edildi. Zirve\u2019nin sona ermesi sonras\u0131nda dikkatler; Cuma g\u00fcn\u00fc ba\u015flayacak olan APEC Zirvesi ve Trump\u2019\u0131n burada \u00c7in Devlet Ba\u015fkan\u0131 Xi Jinping ile g\u00f6r\u00fc\u015fmesine \u00e7evrildi.<\/p>\n<p>Yurt i\u00e7i piyasalar\u0131n, 29 Ekim Cumhuriyet Bayram\u0131 nedeniyle kapal\u0131 oldu\u011fu \u00c7ar\u015famba g\u00fcn\u00fc ise; k\u00fcresel tarafta Fed\u2019in FOMC faiz ve di\u011fer politika kararlar\u0131 takip edildi. Fed, beklentilere paralel olarak 25 baz puanl\u0131k faiz indirimi ger\u00e7ekle\u015ftirirken, iki \u00fcyenin karara farkl\u0131 gerek\u00e7elerle(Stephen Miran 50 bp. indirim talep ederken, Jeffrey Schmid ise faizlerin sabit kalmas\u0131n\u0131 \u00f6nerdi) muhalefet etmesi dikkat \u00e7ekti. Ayr\u0131ca, Ba\u015fkan Powell\u2019\u0131n yapt\u0131\u011f\u0131 bas\u0131n toplant\u0131s\u0131nda: Aral\u0131k ay\u0131nda bir faiz indirimi yap\u0131lmas\u0131 konusunda, federal h\u00fckumetin kapal\u0131l\u0131\u011f\u0131 kapsam\u0131nda a\u00e7\u0131klanamayan verilerin de eksikli\u011fi nedeniyle belirsizlik oldu\u011funu s\u00f6ylemesi kritikti.<\/p>\n<p>Yeni g\u00fcne, 6 y\u0131l aran\u0131n ard\u0131ndan ABD Ba\u015fkan\u0131 Donald Trump ve \u00c7in Devlet Ba\u015fkan\u0131 Xi Jinping\u2019in 6 y\u0131l aran\u0131n ard\u0131ndan ger\u00e7ekle\u015ftirdikleri ilk y\u00fcz y\u00fcze g\u00f6r\u00fc\u015fme ile ba\u015flad\u0131k. Liderler aras\u0131nda, G\u00fcney Kore\u2019nin Busan kentinde ger\u00e7ekle\u015ftirilen toplant\u0131da: ticaret m\u00fczakerelerinin ele al\u0131nmas\u0131 bekleniyor. \u0130lerleyen saatlerde konuya dair gelebilecek a\u00e7\u0131klamalarla, k\u00fcresel \u00e7apta piyasalarda oynakl\u0131klar olu\u015fabilir. ABD ve Avrupa\u2019n\u0131n vadeli endeksleri \u015fu an negatif bir seyir izlerken, Asya borsalar\u0131 ise kar\u0131\u015f\u0131k bir g\u00f6r\u00fcnt\u00fc \u00e7iziyor.<\/p>\n<p>B\u0130ST-100 endeksinin, g\u00fcne \u2018pozitif\u2019 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131 bekliyoruz. Yurt i\u00e7i ekonomik takvimde; \u00f6nemli bir veri ak\u0131\u015f\u0131 bulunmuyor. Asya seans\u0131nda, d\u00fcn ak\u015famki Fed\/FOMC kararlar\u0131n\u0131n piyasalara yans\u0131mas\u0131n\u0131n yan\u0131 s\u0131ra BoJ\u2019un faiz ve di\u011fer politika kararlar\u0131n\u0131(faiz sabit kald\u0131) takip etti\u011fimiz k\u00fcresel tarafta ise; g\u00fcn\u00fcn devam\u0131nda da ECB\u2019nin faiz ve politika kararlar\u0131n\u0131 takip edece\u011fiz.<\/p>\n<p>Ayr\u0131ca, Almanya, Euro B\u00f6lgesi ve ABD\u2019nin 3. \u00e7eyrek GSY\u0130H verileri ile Almanya\u2019n\u0131n Ekim ay\u0131 T\u00dcFE oranlar\u0131 ve ABD\u2019nin haftal\u0131k \u0130\u015fsizlik Maa\u015f\u0131 Ba\u015fvurular\u0131 izlenecek.(ABD verileri, federal h\u00fck\u00fcmetin kapanmas\u0131 nedeniyle a\u00e7\u0131klanmayabilir.) Haber ak\u0131\u015flar\u0131 taraf\u0131nda; ticaret sava\u015flar\u0131, jeopolitik geli\u015fmeler ve ABD\u2019de federal h\u00fck\u00fcmetin kapanma s\u00fcrecine ili\u015fkin haber ak\u0131\u015flar\u0131 ile de k\u00fcresel fiyatlamalar \u00fczerinde etkili olmaya devam edebilir.\u201d<\/p>\n<p> <strong><\/strong><br \/>\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 30 Ekim (Hibya) \u2013 Alnus Yat\u0131r\u0131m, B\u0130ST-100 endeksinin, g\u00fcne \u2018pozitif\u2019 bir ba\u015flang\u0131\u00e7 yapmas\u0131n\u0131n beklendi\u011fini bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":2836,"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-2835","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\/2835","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=2835"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/2835\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/2836"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=2835"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=2835"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=2835"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}