Halk Yat\u0131r\u0131m'\u0131n raporunda \u015fu ifadeler yer ald\u0131:<\/p>\n
''Asya-Pasifik piyasalar\u0131, ABD ile Hindistan aras\u0131nda ticaret anla\u015fmas\u0131na var\u0131ld\u0131\u011f\u0131na y\u00f6nelik a\u00e7\u0131klamalar\u0131n ard\u0131ndan al\u0131c\u0131l\u0131 bir seyir izliyor. ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n, iki \u00fclkenin kar\u015f\u0131l\u0131kl\u0131 tarifeleri d\u00fc\u015f\u00fcrme konusunda uzla\u015ft\u0131\u011f\u0131n\u0131 ve Hindistan\u2019\u0131n ABD \u00fcr\u00fcnleri al\u0131m\u0131n\u0131 art\u0131raca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131 risk i\u015ftah\u0131n\u0131 desteklerken; Hindistan\u2019\u0131n Rus petrol\u00fc al\u0131mlar\u0131n\u0131 azaltarak ABD ve potansiyel olarak Venezuela\u2019ya y\u00f6nelme beklentisi de fiyatlamalar\u0131 etkiledi.<\/p>\n
Bu geli\u015fmelerin etkisiyle\u00a0Nikkei 225 endeksi y\u00fczde 3,89,\u00a0Hang Seng y\u00fczde 0,21,\u00a0Kospi y\u00fczde 5,54,\u00a0Nifty 50 endeksi y\u00fczde 2,28\u00a0ve\u00a0Shanghai y\u00fczde 0,38\u00a0y\u00fckseli\u015fle al\u0131c\u0131l\u0131 seyir izliyor.<\/p>\n
ABD vadeli endekslerinde bu sabah al\u0131c\u0131l\u0131 seyir izleniyor. ABD\u2019de bug\u00fcn\u00a0JOLTS a\u00e7\u0131k i\u015f ilan\u0131 verileri\u00a0takip edilecek. Piyasa beklentisine g\u00f6re a\u00e7\u0131k i\u015f say\u0131s\u0131n\u0131n\u00a07,25 milyon\u00a0seviyesinde a\u00e7\u0131klanmas\u0131 bekleniyor. Ayr\u0131ca Fed \u00fcyelerinin yapaca\u011f\u0131 konu\u015fmalar, para politikas\u0131n\u0131n seyrine ili\u015fkin verece\u011fi mesajlar a\u00e7\u0131s\u0131ndan piyasalar\u0131n oda\u011f\u0131nda olacak.<\/p>\n
Gelecek g\u00fcndemde neler var?<\/p>\n
ABD\u2019de yar\u0131n\u00a0S&P Global hizmet PMI,\u00a0MBA mortgage ba\u015fvurular\u0131,\u00a0ADP \u00f6zel istihdam de\u011fi\u015fimi verileri\u00a0ile\u00a0Ocak ay\u0131na ili\u015fkin ISM hizmet endeksi ve alt kalemlerinin\u00a0yay\u0131mlanmas\u0131 bekleniyor.<\/p>\n
Piyasa beklentisine g\u00f6re Ocak ay\u0131\u00a0S&P Global hizmet PMI final verisinin 52,5\u00a0seviyesinde a\u00e7\u0131klanmas\u0131 beklenirken,\u00a0ISM hizmet endeksinin 53,5\u00a0seviyesinde ger\u00e7ekle\u015fmesi \u00f6ng\u00f6r\u00fcl\u00fcyor. \u0130\u015f g\u00fcc\u00fc piyasas\u0131 taraf\u0131nda ise\u00a0ADP \u00f6zel sekt\u00f6r istihdam\u0131n\u0131n Ocak ay\u0131nda 45 bin ki\u015fi artmas\u0131\u00a0bekleniyor.<\/p>\n
Euro B\u00f6lgesi\u2019nde\u00a0enflasyon verileri ve hizmet PMI verileri takip edilecek. Piyasa beklentilerine g\u00f6re Ocak ay\u0131\u00a0hizmet PMI final verisinin 51,9\u00a0seviyesinde ger\u00e7ekle\u015fmesi beklenirken,\u00a0Aral\u0131k ay\u0131 \u00dcFE\u2019nin ayl\u0131k bazda y\u00fczde 0,3, y\u0131ll\u0131k bazda ise\u00a0y\u00fczde 2,2 gerilemesi\u00a0\u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Enflasyon taraf\u0131nda ise\u00a0Ocak ay\u0131 \u00f6nc\u00fc T\u00dcFE\u2019nin ayl\u0131k bazda y\u00fczde 0,5 d\u00fc\u015f\u00fc\u015f, y\u0131ll\u0131k bazda\u00a0y\u00fczde 1,7 art\u0131\u015f\u00a0kaydetmesi;\u00a0\u00e7ekirdek T\u00dcFE\u2019nin ise y\u0131ll\u0131k y\u00fczde 2,3\u00a0seviyesinde a\u00e7\u0131klanmas\u0131 bekleniyor.<\/p>\n
K\u00fcresel piyasalardaki olumlu g\u00f6r\u00fcn\u00fcm\u00fcn deste\u011fiyle endeksin g\u00fcne\u00a0al\u0131c\u0131l\u0131 bir ba\u015flang\u0131\u00e7\u00a0yapabilece\u011fini tahmin ediyoruz.<\/p>\n
Bug\u00fcn yurt i\u00e7inde\u00a0Ocak ay\u0131 enflasyon verisi\u00a0takip edilecek. Ocak ay\u0131\u00a0T\u00dcFE verisinin ayl\u0131k bazda y\u00fczde 4,20 art\u0131\u015fla, y\u0131ll\u0131k bazda\u00a0y\u00fczde 29,90\u00a0seviyesinde ger\u00e7ekle\u015fece\u011fi tahmin ediliyor. Enerji, g\u0131da ve alkols\u00fcz i\u00e7ecekler, alkoll\u00fc i\u00e7kiler ile t\u00fct\u00fcn \u00fcr\u00fcnleri ve alt\u0131n hari\u00e7\u00a0T\u00dcFE C Endeksi\u00a0i\u00e7in Ocak ay\u0131 tahmini; ayl\u0131k bazda\u00a0y\u00fczde 4,22, y\u0131ll\u0131k bazda\u00a0y\u00fczde 29,50seviyesinde hesapland\u0131.<\/p>\n
Yar\u0131n yurt i\u00e7inde\u00a0Ocak ay\u0131 reel efektif d\u00f6viz kuru endeksi\u00a0a\u00e7\u0131klanacak.<\/p>\n
Akbank (AKBNK, S\u0131n\u0131rl\u0131 Pozitif):\u00a0Bankan\u0131n solo net d\u00f6nem kar\u0131 4\u00c725\u2019te \u00e7eyreksel bazda\u00a0y\u00fczde 30 art\u0131\u015fla 18,33 milyar TL\u00a0seviyesinde ger\u00e7ekle\u015ferek piyasa beklentisinin s\u0131n\u0131rl\u0131 \u00fczerinde a\u00e7\u0131kland\u0131. Piyasa beklentisi\u00a018,00 milyar TL\u00a0seviyesindeydi.<\/p>\n
12 ayl\u0131k k\u00fcm\u00fclatif net k\u00e2r, y\u0131ll\u0131k bazda\u00a0y\u00fczde 35 art\u0131\u015fla 57,24 milyar TL\u00a0seviyesinde ger\u00e7ekle\u015fti. Kredi b\u00fcy\u00fcmesi y\u0131ll\u0131k bazda\u00a0y\u00fczde 37 art\u0131\u015fla 1,71 trilyon TL, mevduat b\u00fcy\u00fcmesi ise\u00a0y\u00fczde 32 y\u00fckseli\u015fle 2,07 trilyon TL\u00a0seviyesine ula\u015ft\u0131. B\u00f6ylece 2024\u2019te\u00a0y\u00fczde 82\u00a0olan kredi\/mevduat oran\u0131, 2025\u2019te\u00a0y\u00fczde 91\u00a0seviyesine y\u00fckseldi.<\/p>\n
4\u00c725\u2019te swap maliyetine g\u00f6re d\u00fczeltilmi\u015f net faiz marj\u0131 \u00e7eyreksel bazda\u00a00,4 puan art\u0131\u015fla y\u00fczde 3,1\u00a0seviyesinde ger\u00e7ekle\u015fti. 12 ayl\u0131k k\u00fcm\u00fclatif swap maliyetine g\u00f6re d\u00fczeltilmi\u015f net faiz marj\u0131 ise y\u0131ll\u0131k bazda\u00a00,3 puan art\u0131\u015fla y\u00fczde 2,5seviyesine y\u00fckseldi.<\/p>\n
2024 y\u0131l\u0131nda\u00a0y\u00fczde 19\u00a0seviyesinde ger\u00e7ekle\u015fen \u00f6zkaynak k\u00e2rl\u0131l\u0131\u011f\u0131, 2025\u2019te y\u0131ll\u0131k bazda\u00a02,5 puan artarak y\u00fczde 21,5oldu. Takipteki krediler oran\u0131 ise 2024\u2019te\u00a0y\u00fczde 2,7\u00a0seviyesindeyken, 2025\u2019te\u00a0y\u00fczde 3,4\u00a0seviyesine y\u00fckseldi.<\/p>\n
Banka, 2026 y\u0131l sonu i\u00e7in TL kredi b\u00fcy\u00fcmesinin\u00a0y\u00fczde 30\u2019un \u00fczerinde, YP kredi b\u00fcy\u00fcmesinin ise dolar baz\u0131nda\u00a0y\u00fcksek y\u00fczde 10\u2019lu seviyelerde\u00a0ger\u00e7ekle\u015fmesini bekliyor. Swap maliyetleri dahil net faiz marj\u0131n\u0131n 2026 y\u0131l sonunda\u00a0yakla\u015f\u0131k y\u00fczde 4\u00a0seviyesinde olaca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor. Net \u00fccret ve komisyon gelirlerinde\u00a0y\u00fczde 30\u2019lu, operasyonel giderlerde ise\u00a0d\u00fc\u015f\u00fck y\u00fczde 30\u2019lu seviyelerde\u00a0art\u0131\u015f bekleniyor. Banka, 2026 y\u0131l sonunda takipteki krediler oran\u0131n\u0131n\u00a0y\u00fczde 3,5seviyesinde ger\u00e7ekle\u015fece\u011fini, \u00f6zkaynak k\u00e2rl\u0131l\u0131\u011f\u0131n\u0131n ise\u00a0y\u00fcksek y\u00fczde 20\u2019li seviyelerde\u00a0olaca\u011f\u0131n\u0131 tahmin ediyor.<\/p>\n
\u015eirketin ba\u011fl\u0131 ortakl\u0131\u011f\u0131\u00a0CW Kurumsal Hizmetler ve Pazarlama A.\u015e.\u00a0ile\u00a0Oskay Enerji Anonim \u015eirketi\u00a0aras\u0131nda, \u015firket \u00fcr\u00fcnlerinin yurt i\u00e7i sat\u0131\u015f ve pazarlama faaliyetlerinin etkinli\u011finin art\u0131r\u0131lmas\u0131 amac\u0131yla\u00a030.01.2026\u00a0tarihinde Kayseri\u2019de faaliyet g\u00f6stermek \u00fczere bir bayilik s\u00f6zle\u015fmesi imzaland\u0131. S\u00f6zle\u015fme kapsam\u0131nda Oskay Enerji, belirli \u00fcr\u00fcn gruplar\u0131nda sat\u0131\u015f, pazarlama ve sat\u0131\u015f sonras\u0131 destek hizmetlerini y\u00fcr\u00fctmek \u00fczere\u00a0\u201cCW Enerji Bayisi\u201d\u00a0olarak yetkilendirildi.<\/p>\n
Yeo Teknoloji (YEOTK, Pozitif):\u00a0\u015eirketin daha \u00f6nce\u00a0y\u00fczde 51\u00a0oran\u0131nda pay sahibi oldu\u011fu\u00a0DEFIC Grup \u015firketleri (Defic Globe)\u00a0ile\u00a0RB Solar Energy Srl, Energie Soleil Srl ve Solar World Srl\u00a0aras\u0131nda Romanya\u2019da geli\u015ftirilen iki adet g\u00fcne\u015f enerjisi santraline ili\u015fkin projeler kapsam\u0131nda, finansal kapan\u0131\u015f\u0131n tamamlanmas\u0131n\u0131 takiben y\u00fcr\u00fcrl\u00fc\u011fe girecek bir\u00a0EPC Term Sheet\u00a0imzalanm\u0131\u015ft\u0131.<\/p>\n
Bu kapsamda finansal kapan\u0131\u015f\u0131n uluslararas\u0131 finansman kurulu\u015flar\u0131 arac\u0131l\u0131\u011f\u0131yla tamamlanmas\u0131n\u0131n ard\u0131ndan, g\u00fcne\u015f enerjisi santrallerinin m\u00fchendislik, \u00fcr\u00fcn tedariki, kurulum hizmetleri ile y\u00fcksek gerilim trafo merkezleri ve enerji nakil hatlar\u0131n\u0131n kurulumu dahil olmak \u00fczere\u00a0toplam 111,2 milyon dolar bedelli EPC S\u00f6zle\u015fmesi,\u00a030.01.2026\u00a0tarihinde imzaland\u0131.''<\/p>\n
<\/strong> \u0130stanbul, 3 \u015eubat (Hibya)- Asya-Pasifik piyasalar\u0131, Amerika Birle\u015fik Devletleri (ABD) ile Hindistan aras\u0131nda ticaret anla\u015fmas\u0131na var\u0131ld\u0131\u011f\u0131na y\u00f6nelik a\u00e7\u0131klamalar\u0131n ard\u0131ndan al\u0131c\u0131l\u0131 bir seyir izledi\u011fini belirtti.<\/p>\n","protected":false},"author":1,"featured_media":41752,"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-41751","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\/41751","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=41751"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/41751\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/41752"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=41751"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=41751"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=41751"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"