Pusula Yat\u0131r\u0131m'\u0131n raporunda, BDDK verilerine g\u00f6re Ocak ay\u0131nda 87,25 milyar TL net kar ger\u00e7ekle\u015fti\u011fi belirtildi. Raporda \u015fu veriler aktar\u0131ld\u0131:<\/p>\n
“2025 4. \u00e7eyrekte hat\u0131rlatmak gerekirse \u00f6ncelikle kat\u0131l\u0131m ve kamu bankac\u0131l\u0131\u011f\u0131nda olumlu (ALBRK, HALKB ve VAKBN) oldu\u011fumuzu beyan etmi\u015ftik. Akabinde de dalgalanmalar olsa dahi \u00f6zel bankac\u0131l\u0131k taraf\u0131nda AKBNK, YKBNK ve sonras\u0131nda ISCTR nezdinde de olumlu g\u00f6r\u00fc\u015f\u00fcm\u00fcz\u00fc s\u00fcrd\u00fcrd\u00fc\u011f\u00fcm\u00fcz\u00fc vurgulam\u0131\u015ft\u0131k. Bunu teyit etmeye devam eden bir yap\u0131 var.<\/p>\n
Kat\u0131l\u0131m taraf\u0131nda ge\u00e7ti\u011fimiz y\u0131l 1.\u00e7eyrekte yap\u0131lan 7 milyar TL\u2019lik serbest kar\u015f\u0131l\u0131k iptali kaynakl\u0131 y\u00fcksek bazdan \u00f6nemli \u00f6l\u00e7\u00fctte etkilendi\u011fini de\u011ferlendiriyoruz. Onun d\u0131\u015f\u0131nda genel bir bozulma yok.<\/p>\n
Mevduat-kamu ve mevduat-yerli \u00f6zel d\u00fc\u015f\u00fck baz\u0131n yan\u0131 s\u0131ra geni\u015fleyen karl\u0131l\u0131k ve artan \u00f6zsermaye karl\u0131l\u0131\u011f\u0131 \u00e7er\u00e7evesinde pozitif etkileniyor. Geli\u015fimleri pozitif kar\u015f\u0131l\u0131yoruz.<\/p>\n
Kalk\u0131nma ve yat\u0131r\u0131m bankac\u0131l\u0131\u011f\u0131 ise tahmin etti\u011fimiz \u00e7er\u00e7evede zay\u0131flayan net faiz marjlar\u0131 d\u00f6nemine k\u0131smen de olsa girmi\u015f g\u00f6r\u00fcn\u00fcyor. S\u00fcreci yak\u0131ndan takip ediyor olaca\u011f\u0131z.<\/p>\n
Mevduat-yabanc\u0131 tarafta \u00f6zellikle d\u00f6nemsel artan operasyonel giderler karl\u0131l\u0131\u011f\u0131 bask\u0131lam\u0131\u015f ve sekt\u00f6r alt\u0131nda b\u0131rakm\u0131\u015f g\u00f6r\u00fcn\u00fcyor.<\/p>\n
Verileri inceledi\u011fimizde AKBNK, ISCTR, YKBNK, HALKB ve VAKBN i\u00e7in a\u00e7\u0131k\u00e7a olumlu g\u00f6r\u00fcn\u00fcrken ALBRK, GARAN, QNBTR, SKBNK i\u00e7in n\u00f6tr, TSKB i\u00e7in olumsuz g\u00f6r\u00fcn\u00fcyor.<\/p>\n
Hedef fiyatlar\u0131m\u0131z nezdinde herhangi bir de\u011fi\u015fiklik gerektiren bir durum yok. Modellemelerimizin tamam\u0131yla 2026 y\u0131l\u0131 ile uyumlu oldu\u011funu de\u011ferlendiriyoruz. Gerekti\u011finde mutlaka de\u011fi\u015fim ger\u00e7ekle\u015ftiriyor olaca\u011f\u0131z.<\/p>\n
XBANK i\u00e7in ise veriyi olumlu buluyoruz.”<\/p>\n
<\/strong> \u0130stanbul, 2 Mart (Hibya) – Pusula Yat\u0131r\u0131m, Ocak ay\u0131nda bankac\u0131l\u0131k sekt\u00f6r\u00fcn\u00fcn 87,25 milyar TL net kar elde etti\u011fini, buna g\u00f6re olumlu g\u00f6r\u00fcn\u00fcm\u00fcn s\u00fcrd\u00fc\u011f\u00fcn\u00fc bildirdi.<\/p>\n","protected":false},"author":1,"featured_media":55018,"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-55017","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\/55017","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=55017"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/55017\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/55018"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=55017"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=55017"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=55017"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"