Marba\u015f Menkul De\u011ferler Ara\u015ft\u0131rma Departman\u0131 olarak Fitch T\u00fcrkiye Konferans\u0131\u2019na kat\u0131l\u0131m g\u00f6sterildi\u011fi bildirildi.<\/p>\n
Raporda ana paneller bak\u0131m\u0131ndan de\u011ferlendirmek gerekirse \u015firketin, son de\u011ferlendirmesi itibariyle BB-\/Dura\u011fan kredi notunun gereksinimlerini anlatt\u0131\u011f\u0131 belirtildi. Raporda \u015funlar kaydedildi:<\/p>\n
\u201cBu do\u011frultuda: T\u00fcrkiye\u2019nin y\u00f6neti\u015fim, 3 y\u0131ll\u0131k reel b\u00fcy\u00fcme, rezervlerin ayl\u0131k bazda elde edinimi ve likidite rasyolar\u0131n\u0131n, enflasyon (y\u00fckseklik olarak) BB akranlar\u0131n\u0131n alt\u0131nda oldu\u011fu g\u00f6r\u00fclmektedir. \u00d6nceki y\u0131l not art\u0131\u015f\u0131 ortam\u0131nda rezerv art\u0131\u015flar\u0131 etkili olsa da rezervlerin d\u0131\u015f finansmana ihtiyac\u0131na g\u00f6re konforlu olmad\u0131\u011f\u0131n\u0131 vurgulad\u0131lar.<\/p>\n
Fitch, T\u00fcrkiye \u00f6zelinde makro tahminlerini de payla\u015ft\u0131. Bu do\u011frultuda: Bu do\u011frultuda makro tahminlerinin genel piyasa ile uyumlu seyretti\u011fini s\u00f6ylemek m\u00fcmk\u00fcn olacakt\u0131r. Bu sene \u00f6zelinde tahminlerin tutturulma olas\u0131l\u0131\u011f\u0131 net nette y\u00fcksek g\u00f6r\u00fcn\u00fcyor.<\/p>\n
Bankac\u0131l\u0131k sekt\u00f6r\u00fc \u00f6zelinde de de\u011ferlendirmeler yap\u0131l\u0131rken olumlu i\u015ftah\u0131n korundu\u011funu belirtmek isteriz. K\u0131saca \u00f6zetlemek gerekirse: YP fonlama i\u015ftah\u0131 y\u00fcksek, sermaye tamponlar\u0131 g\u00fc\u00e7l\u00fc, 2026 nezdinde daha s\u00fcrd\u00fcr\u00fclebilir ve iyimser karl\u0131l\u0131klar beklenebilir.<\/p>\n
S\u00fcrd\u00fcr\u00fclebilirlik \u00f6zelinde ise T\u00fcrkiye\u2019nin hen\u00fcz gitmesi gereken yolu oldu\u011fu, s\u00fcrd\u00fcr\u00fclebilirli\u011fin 5 y\u0131l i\u00e7erisinde bir \u00f6nem kazanma sa\u011flayaca\u011f\u0131n\u0131 anlat\u0131ld\u0131. Genel yap\u0131 bak\u0131m\u0131ndan \u00f6zellikle T\u00fcrkiye\u2019deki \u015firketlerinde i\u015ftah\u0131n\u0131n her ge\u00e7en g\u00fcn artt\u0131\u011f\u0131 belirtildi.<\/p>\n
\u015eirketler baz\u0131nda kredi derecelendirmeleri ise genel not ortalamas\u0131n\u0131n alt\u0131nda kalmakta olup burada makroekonomik ko\u015fullar do\u011fal olarak \u015firketlerin kredi ortalamalar\u0131n\u0131 destekledi. Sermaye tamponlar\u0131 olu\u015ftuk\u00e7a toparlanman\u0131n kademeli olmas\u0131 ve net bor\u00e7\/FAV\u00d6K rasyosu taraf\u0131nda normalize olmas\u0131 beklenebilir.<\/p>\n
Toplant\u0131y\u0131 riskli varl\u0131klar i\u00e7in olumlu de\u011ferlendirmekle birlikte ger\u00e7ek\u00e7i bir ortam yarat\u0131m\u0131 nedeniyle Fitch\u2019i ayr\u0131ca takdir etmek gerekiyor. \u00d6n\u00fcm\u00fczdeki d\u00f6nemde not art\u0131r\u0131m\u0131ndan daha \u00e7ok belki g\u00f6r\u00fcn\u00fcm izlemede \u2013ko\u015fullar olu\u015ftuk\u00e7a- iyimser ortam yarat\u0131m\u0131 takip edilebilir. Not art\u0131\u015f\u0131 i\u00e7in en az 1 senelik bir yap\u0131 beklemekle birlikte bir sonraki de\u011ferlendirme \u015eubat 2026\u2019da olacakt\u0131r.\u201d<\/p>\n
<\/strong> \u0130stanbul, 4 Kas\u0131m (Hibya) – Marba\u015f Menkul De\u011ferler, Fitch T\u00fcrkiye Konferans\u0131\u2019na ili\u015fkin de\u011ferlendirme yapt\u0131.<\/p>\n","protected":false},"author":1,"featured_media":5213,"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-5212","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\/5212","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=5212"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/5212\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/5213"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=5212"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=5212"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=5212"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"