Halk Yat\u0131r\u0131m'\u0131n raporunda \u015fu ifadeler yer ald\u0131:<\/p>\n
''BIST 30 Endeksi son i\u015flem g\u00fcn\u00fcnde y\u00fczde 0,96 y\u00fckseli\u015f ile 15,587 seviyesinden g\u00fcn\u00fc tamamlad\u0131. G\u00fcn i\u00e7i en d\u00fc\u015f\u00fck 15,296 seviyesini g\u00f6ren BIST 30 Endeksi, en y\u00fcksek 15,637 seviyesini g\u00f6rd\u00fc.<\/p>\n
Son i\u015flem g\u00fcn\u00fcnde endeks genelinde art\u0131\u015flar\u0131n \u00e7o\u011funlukta oldu\u011funu izledik. DSTKF (50,47 puan) ve ASELS (28,66 puan) endekse en \u00e7ok pozitif katk\u0131 sa\u011flayan \u015firketler konumunda bulunurken, BIMAS (-12,46 puan) ve ASTOR (-11,28 puan) endekse negatif katk\u0131 sa\u011flayan \u015firketler oldu.<\/p>\n
BIST 30 hisselerinin 1. b\u00f6lgede yer alan \u015firketlerden en y\u00fcksek puana sahip olan EREGL, YKBNK ve GARAN hisseleri i\u00e7in AL\/Pozitif \u00f6nerisi, BIST 30 hisselerinin 3. b\u00f6lgede yer alan \u015firketlerden en y\u00fcksek puana sahip olan AEFES, EKGYO ve TCELL hisseleri i\u00e7in SAT\/Negatif \u00f6nerisi verilmesinin uygun oldu\u011funu de\u011ferlendiriyoruz.<\/p>\n
BIST 30 Endeksi'nde i\u015flem hacminin son bir ayl\u0131k ortalamas\u0131n\u0131n alt\u0131nda oldu\u011funu g\u00f6r\u00fcyoruz. BIST 30 Endeksi'nde 4 hissenin i\u015flem hacmi son 1 ayl\u0131k ortalamas\u0131n\u0131n \u00fczerine y\u00fckselirken, geriye kalan 26 hissenin i\u015flem hacmi son 1 ayl\u0131k ortalamas\u0131na k\u0131yasla ortalama y\u00fczde 28 azald\u0131. Di\u011fer yandan hacmi art\u0131\u015f g\u00f6steren hisselerin son i\u015flem g\u00fcn\u00fcndeki ortalama performans\u0131 y\u00fczde 1,77 seviyesindeyken, hacmi azal\u0131\u015f g\u00f6steren hisselerin son i\u015flem g\u00fcn\u00fcndeki ortalama performans\u0131 y\u00fczde 0,78 seviyesinde ger\u00e7ekle\u015fti.<\/p>\n
RSI g\u00f6stergesini inceledi\u011fimizde BIST 30 Endeksi hisselerinin 19 tanesinin yukar\u0131 y\u00f6nl\u00fc trend b\u00f6lgesi olan 50 ile 70 seviyesi aral\u0131\u011f\u0131nda yer ald\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. Hisseler \u00f6zelinde ise DSTKF ve EREGL hisselerinin en y\u00fcksek RSI g\u00f6stergesine sahip oldu\u011funu g\u00f6r\u00fcyoruz.<\/p>\n
Ak\u0131ll\u0131 grafikleri inceledi\u011fimizde pozitif tarafta ASELS, EREGL ve GARAN \u00f6ne \u00e7\u0131k\u0131yor. Negatif tarafta ise ASTOR, BIMAS ve TUPRS dikkat \u00e7ekiyor.<\/p>\n
Jeopolitik geli\u015fmelerin etkisi ve Nvidia\u2019n\u0131n g\u00fc\u00e7l\u00fc finansallar\u0131na ra\u011fmen ABD borsalar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan, Asya-Pasifik piyasalar\u0131 bu sabah a\u011f\u0131rl\u0131kl\u0131 negatif seyir izliyor.<\/p>\n
Japonya\u2019da bu sabah veri ak\u0131\u015f\u0131 yo\u011fundu. \u00dclkede Tokyo T\u00dcFE, perakende sat\u0131\u015flar ve sanayi \u00fcretim verileri a\u00e7\u0131kland\u0131. Beklentinin y\u00fczde 1,4 oldu\u011fu Tokyo T\u00dcFE \u015eubat ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 1,5\u2019ten y\u00fczde 1,6\u2019ya y\u00fckseldi. Ocak\u2019ta perakende sat\u0131\u015flar ayl\u0131k bazda beklentinin \u00fczerinde y\u00fczde 4,1, sanayi \u00fcretimi beklentinin alt\u0131nda y\u00fczde 2,2 art\u0131\u015f kaydetti. Y\u0131ll\u0131k veriler ise s\u0131ras\u0131yla y\u00fczde 1,8 ve y\u00fczde 2,3 art\u0131\u015fa i\u015faret etti.<\/p>\n
Di\u011fer yandan Ba\u015fbakan Takai\u00e7i Sanae, erken genel se\u00e7im sonras\u0131 iktidardaki Liberal Demokrat Parti\u2019nin yeni se\u00e7ilen milletvekillerine hediye verilmesi i\u00e7in siyasi fonlar\u0131n kullan\u0131ld\u0131\u011f\u0131n\u0131 kabul etti. Takai\u00e7i, ki\u015fi ba\u015f\u0131na yakla\u015f\u0131k 30 bin yen tutar\u0131nda b\u00fct\u00e7e ayr\u0131ld\u0131\u011f\u0131n\u0131 belirtirken, uygulaman\u0131n yasa d\u0131\u015f\u0131 olmad\u0131\u011f\u0131n\u0131 savundu. Kabine yetkilileri de s\u00f6z konusu hediyelerin parti i\u00e7i ba\u011f\u0131\u015f kapsam\u0131nda de\u011ferlendirildi\u011fini ifade etti. \u00d6te yandan muhalefet partileri, siyasi fonlar\u0131n bu \u015fekilde kullan\u0131lmas\u0131n\u0131n kamuoyunda siyasete olan g\u00fcveni zedeleyebilece\u011fini belirterek uygulamay\u0131 ele\u015ftirdi.<\/p>\n
ABD vadeli endekslerinde ise bu sabah hafif negatif seyir izleniyor.<\/p>\n
Bug\u00fcn ABD\u2019de \u00dcFE, Chicago PMI, Euro B\u00f6lgesi\u2019nde AMB t\u00fcketici beklentileri anketi yay\u0131mlanacak. \u00dcFE\u2019nin Ocak\u2019ta ayl\u0131k y\u00fczde 0,3 art\u0131\u015fla y\u0131ll\u0131k bazda y\u00fczde 3,0\u2019dan y\u00fczde 2,6\u2019ya gerilemesi bekleniyor.<\/p>\n
\u00d6n\u00fcm\u00fczdeki hafta ABD\u2019de Sal\u0131 ve \u00c7ar\u015famba g\u00fcn\u00fc PMI verilerinin yan\u0131 s\u0131ra MBA mortgage ba\u015fvurular\u0131, ADP istihdam de\u011fi\u015fimi ve Fed Bej kitap yay\u0131mlanacak. ISM imalat PMI\u2019\u0131n \u015eubat\u2019ta 52,6\u2019dan 51,8\u2019e gerilemesi, hizmet PMI\u2019\u0131n 53,8\u2019den 53,9\u2019a y\u00fckselmesi bekleniyor.<\/p>\n
Euro B\u00f6lgesi\u2019nde Sal\u0131 g\u00fcn\u00fc \u015eubat ay\u0131 \u00f6nc\u00fc T\u00dcFE, \u00c7ar\u015famba g\u00fcn\u00fc PMI ve \u00dcFE verileri yay\u0131mlanacak. Hat\u0131rlanaca\u011f\u0131 \u00fczere Ocak\u2019ta T\u00dcFE ayl\u0131k y\u00fczde 0,6 d\u00fc\u015f\u00fc\u015fle y\u0131ll\u0131k bazda y\u00fczde 1,7 seviyesinde ger\u00e7ekle\u015fmi\u015fti.<\/p>\n
Japonya\u2019da Sal\u0131 g\u00fcn\u00fc i\u015fsizlik oran\u0131 takip edilecek. \u00c7ar\u015famba g\u00fcn\u00fc ise hem Japonya\u2019da hem de \u00c7in\u2019de PMI verileri izlenecek. \u00c7in\u2019de \u015eubat\u2019ta imalat PMI\u2019\u0131n 49,3\u2019ten 49,0\u2019a gerilemesi, imalat d\u0131\u015f\u0131 PMI\u2019\u0131n ise 49,4\u2019ten 49,6\u2019ya y\u00fckselmesi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
K\u00fcresel piyasalardaki zay\u0131f seyrin etkisiyle endeksin g\u00fcne temkinli ba\u015flang\u0131\u00e7 yapabilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Jeopolitik geli\u015fmelere ili\u015fkin haber ak\u0131\u015f\u0131 ve \u00f6n\u00fcm\u00fczdeki hafta a\u00e7\u0131klanacak enflasyon ve b\u00fcy\u00fcme verileri \u00f6ncesinde, dalgal\u0131 seyir devam edebilir.<\/p>\n
Yurt i\u00e7inde bug\u00fcn i\u015fsizlik verileri takip edilecek. \u0130\u015fsizlik oran\u0131 Aral\u0131k ay\u0131nda ayl\u0131k bazda 0,8 puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 7,7 seviyesine gerilemi\u015fti.<\/p>\n
\u00d6n\u00fcm\u00fczdeki hafta Pazartesi g\u00fcn\u00fc yurt i\u00e7inde \u0130SO imalat PMI ve 4\u00c725 b\u00fcy\u00fcme verisi, Sal\u0131 g\u00fcn\u00fc \u015eubat ay\u0131 enflasyon verisi takip edilecek. Matriks Haber\u2019in beklenti anketinde medyan sonu\u00e7lara g\u00f6re T\u00fcrkiye ekonomisinin son \u00e7eyrekte y\u0131ll\u0131k bazda y\u00fczde 3,60, \u00e7eyreklik bazda y\u00fczde 0,50 b\u00fcy\u00fcyece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor. T\u00dcFE\u2019nin ise ayl\u0131k y\u00fczde 3 art\u0131\u015fla y\u0131ll\u0131k bazda y\u00fczde 31,51 seviyesinde ger\u00e7ekle\u015fmesi bekleniyor.<\/p>\n
K\u00fcresel piyasalarda, ABD\u2019de ge\u00e7en hafta i\u015fsizlik maa\u015f\u0131 ba\u015fvurular\u0131 212.000 ki\u015fi ger\u00e7ekle\u015ferek beklentilerin alt\u0131nda a\u00e7\u0131kland\u0131. G\u00fcn i\u00e7inde tahvil piyasalar\u0131nda al\u0131c\u0131l\u0131 seyir izlendi. ABD 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi 2 bp azal\u0131\u015fla y\u00fczde 4,03, Almanya 10 y\u0131ll\u0131k g\u00f6sterge tahvil faizi 1 bp azal\u0131\u015fla y\u00fczde 2,70 seviyesinden i\u015flem g\u00f6rd\u00fc.<\/p>\n
T\u00fcrkiye\u2019nin 5 y\u0131ll\u0131k Dolar cinsi CDS risk primi 2 bp art\u0131\u015fla 225 bp seviyesinden i\u015flem g\u00f6r\u00fcrken, Kas\u0131m 2036 vadeli 10 y\u0131ll\u0131k Eurobond y\u00fczde 6,68 seviyesinden i\u015flem g\u00f6rd\u00fc.<\/p>\n
D\u00f6viz taraf\u0131nda, maj\u00f6r para birimlerinin \u00e7o\u011funlu\u011fu ABD Dolar\u0131 kar\u015f\u0131s\u0131nda de\u011fer kaybetti. Dolar Endeksi 97,704 seviyesine y\u00fckselirken, Euro \/ Dolar paritesi 1,1809 seviyesine geriledi. Dolar \/ TL spot kuru ise 43,88 seviyesinden i\u015flem g\u00f6rd\u00fc.<\/p>\n
Yurt i\u00e7i piyasalarda, TL tahvilerde al\u0131c\u0131l\u0131 seyir izlendi. 2 y\u0131ll\u0131k g\u00f6sterge tahvilin bile\u015fik faizi 2 bp azal\u0131\u015fla y\u00fczde 36,26, 10 y\u0131ll\u0131k g\u00f6sterge tahvilin faizi 11 bp azal\u0131\u015fla y\u00fczde 30,07 seviyesinden i\u015flem g\u00f6rd\u00fc. B\u0130ST Kesin Al\u0131m Sat\u0131m Pazar\u0131\u2019nda i\u015flem hacmi 22,8 milyar TL\u2019ye y\u00fckseldi.<\/p>\n
20 \u015eubat ile biten haftada yurt d\u0131\u015f\u0131 yerle\u015fiklerin D\u0130BS stokunda, piyasa ve kur hareketlerinden ar\u0131nd\u0131r\u0131lm\u0131\u015f haftal\u0131k de\u011fi\u015fimlere g\u00f6re 991,4 Milyon Dolar azal\u0131\u015f olurken, \u00f6zel sekt\u00f6r bor\u00e7lanma arac\u0131 stokunda 590,3 Milyon Dolar azal\u0131\u015f ger\u00e7ekle\u015fti. \u0130lgili haftada D\u0130BS stoku 152,9 Milyar TL azalarak 8,72 Trilyon TL nominal olurken, ayn\u0131 hafta YD yerle\u015fiklerin D\u0130BS stoku ise 94,8 Milyar TL azalarak 1 Trilyon 922,8 Milyon TL seviyesine geriledi. B\u00f6ylece YD yerle\u015fiklerin D\u0130BS stoku i\u00e7indeki pay\u0131 y\u00fczde 10,58\u2019e geriledi.<\/p>\n
Yurt i\u00e7i yerle\u015fiklerin d\u00f6viz mevduatlar\u0131nda ise parite etkisinden ar\u0131nd\u0131r\u0131lm\u0131\u015f olarak toplamda yakla\u015f\u0131k 907 Milyon Dolar art\u0131\u015f izlenirken, ger\u00e7ek ki\u015filerde 756 Milyon Dolar art\u0131\u015f, t\u00fczel ki\u015filerde ise 150 Milyon Dolar art\u0131\u015f g\u00f6r\u00fcld\u00fc.''<\/p>\n
<\/strong> \u0130stanbul, 27 \u015eubat (Hibya)-Halk Yat\u0131r\u0131m, BIST 30 Endeksinin son i\u015flem g\u00fcn\u00fcnde y\u00fczde 0,96 y\u00fckseli\u015f ile 15,587 seviyesinden g\u00fcn\u00fc tamamlad\u0131\u011f\u0131n\u0131 G\u00fcn i\u00e7i en d\u00fc\u015f\u00fck 15,296 seviyesini g\u00f6ren BIST 30 Endeksi, en y\u00fcksek 15,637 seviyesini g\u00f6rd\u00fc\u011f\u00fcn ve son i\u015flem g\u00fcn\u00fcnde endeks genelinde art\u0131\u015flar\u0131n \u00e7o\u011funlukta oldu\u011funu aktard\u0131.<\/p>\n","protected":false},"author":1,"featured_media":53574,"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-53573","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\/53573","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=53573"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/53573\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/53574"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=53573"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=53573"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=53573"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"