Borsa<\/a> \u0130stanbul’da Kas\u0131m ay\u0131 son 12 y\u0131l\u0131n en g\u00fc\u00e7l\u00fc rallisine sahne olurken, BIST 100 endeksinde rekor \u00fczerine rekor k\u0131r\u0131ld\u0131.<\/p>\nBIST 100 endeksinde ekimde ba\u015flayan y\u00fckseli\u015f e\u011filimi, kas\u0131mda holding ve banka hisseleri \u00f6nc\u00fcl\u00fc\u011f\u00fcnde rekorlar\u0131 beraberinde getirirken, endeks kas\u0131mda bir \u00f6nceki aya g\u00f6re y\u00fczde 18,90 de\u011fer kazanarak Nisan 2009’dan bu yana en g\u00fc\u00e7l\u00fc ayl\u0131k y\u00fckseli\u015fini ger\u00e7ekle\u015ftirdi.<\/p>\n
Dolar baz\u0131nda bak\u0131ld\u0131\u011f\u0131nda ise, kas\u0131mda gerileyen BIST 100 endeksinin halen tarihi d\u00fc\u015f\u00fck seviyelerde olmas\u0131 dikkati \u00e7ekiyor.<\/p>\n
AA muhabirinin derledi\u011fi bilgilere g\u00f6re, Borsa \u0130stanbul’da BIST 100 endeksi kas\u0131mda tarihte ikinci kez bir ay i\u00e7erisinde sadece \u00fc\u00e7 g\u00fcn gerilerken, menkul k\u0131ymet yat\u0131r\u0131m ortakl\u0131\u011f\u0131 endeksi haricindeki b\u00fct\u00fcn sekt\u00f6r endeksleri ayl\u0131k bazda y\u00fckseli\u015f kaydetti.<\/p>\n
BIST 100 endeksi haftal\u0131k bazda bak\u0131ld\u0131\u011f\u0131nda \u00fcst \u00fcste 7 haftad\u0131r y\u00fckselirken, bu alanda, Kas\u0131m 2020’de ba\u015flay\u0131p Ocak 2021’de biten 10 haftal\u0131k serinin ard\u0131ndan en iyi performans\u0131 sergiledi.<\/p>\n
Kas\u0131m’da bankac\u0131l\u0131k endeksi y\u00fczde 14,04 ve holding endeksi y\u00fczde 21,91 de\u011fer kazand\u0131. Sekt\u00f6r endeksleri aras\u0131nda en fazla kazand\u0131ran y\u00fczde 31,56 ile in\u015faat, tek gerileyen ise y\u00fczde 2,51 ile menkul k\u0131ymet yat\u0131r\u0131m ortakl\u0131\u011f\u0131 oldu.<\/p>\n
Ge\u00e7en ay, Borsa \u0130stanbul’da i\u015flem g\u00f6ren \u015firketlere yabanc\u0131 ilgisi de artarken, hisse senedi taraf\u0131nda \u00fcst \u00fcste son 4 haftad\u0131r net al\u0131c\u0131 olan yurt d\u0131\u015f\u0131nda yerle\u015fik ki\u015filer, bu d\u00f6nemde toplamda net 1 milyar 162,5 milyon dolarl\u0131k hisse senedi al\u0131m\u0131 yapt\u0131.<\/p>\n
\u00d6zellikle, 15 Kas\u0131m’da Garanti BBVA’n\u0131n ana hissedar\u0131 Banco Bilbao Vizcaya Argentaria’n\u0131n (BBVA) Garanti BBVA hisseleri i\u00e7in g\u00f6n\u00fcll\u00fc pay al\u0131m teklifinde bulunmaya karar verdi\u011fini ve al\u0131m fiyat\u0131n\u0131n, gerekli izinlerin al\u0131nmas\u0131 durumunda hisse ba\u015f\u0131 12,20 lira olaca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131 tarihi fiyat hareketlerini beraberinde getirdi.<\/p>\n
\u00d6te yandan, BIST 100 endeksi T\u00fcrk liras\u0131 baz\u0131nda rekor k\u0131rmas\u0131na kar\u015f\u0131n kas\u0131mda dolar baz\u0131nda ise y\u00fczde 12,65 de\u011fer kaybederek 132 puanla Temmuz 2004’ten bu yana en d\u00fc\u015f\u00fck kapan\u0131\u015f\u0131n\u0131 yaparken, ayl\u0131k bazda son 8 ay\u0131n en h\u0131zl\u0131 d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc ger\u00e7ekle\u015ftirdi.<\/p>\n
\u015eubatta 225 puanla y\u0131l\u0131n en y\u00fcksek seviyesini g\u00f6rmesinin ard\u0131ndan d\u00fc\u015f\u00fc\u015f e\u011filiminde hareket eden dolar bazl\u0131 BIST 100 endeksinin tarihi zirvesi, 510 puan ile Kas\u0131m 2010’da g\u00f6r\u00fclm\u00fc\u015ft\u00fc.<\/p>\n
Analistler, borsada y\u00fckseli\u015f e\u011filiminin aral\u0131kta da s\u00fcrebilece\u011fini, ancak yeni tip koronavir\u00fcs (Kovid-19) salg\u0131n\u0131nda Omicron varyant\u0131 ve d\u00fcnya genelinde \u015fahinle\u015fen para politikalar\u0131n\u0131n k\u00fcresel pay piyasalar\u0131nda belirsizlikleri art\u0131rd\u0131\u011f\u0131n\u0131n unutulmamas\u0131 gerekti\u011fini bildirdi.<\/p>\n
“YILI 2.000 PUAN SEV\u0130YES\u0130NDEN TAMAMLAYAB\u0130L\u0130R\u0130Z”<\/strong><\/p>\nA1 Capital Yat\u0131r\u0131m Ara\u015ft\u0131rmadan Sorumlu Genel M\u00fcd\u00fcr Yard\u0131mc\u0131s\u0131 Baki At\u0131lal, konuya ili\u015fkin AA muhabirine yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, “Borsa \u0130stanbul taraf\u0131nda TL\u2019de zay\u0131flama pay piyasalar\u0131n\u0131n itici g\u00fcc\u00fc olmaya devam ediyor. Yat\u0131r\u0131mc\u0131lar\u0131n reel varl\u0131k olarak g\u00f6rd\u00fckleri borsada, hem genele yay\u0131lan hem de halka arzlara yo\u011fun ilginin devam etti\u011fini g\u00f6rmekteyiz.” de\u011ferlendirmesinde bulundu.<\/p>\n
“Nas\u0131l bir Aral\u0131k?” sorusunun cevab\u0131n\u0131n kas\u0131m\u0131n son 5 i\u015flem g\u00fcn\u00fcne s\u0131\u011fd\u0131\u011f\u0131na de\u011finen At\u0131lal, \u015funlar\u0131 kaydetti:<\/p>\n
“Tam Kovid-19 etkisinden \u00e7\u0131k\u0131yoruz, ekonomiler a\u00e7\u0131k, veriler g\u00fc\u00e7l\u00fc, parasal geni\u015flemenin sonuna geliyoruz, ABD ve \u0130ngiltere merkez bankalar\u0131 parasal gev\u015femeyi azalt\u0131yorlar, Avrupa’da enflasyonda tepe g\u00f6r\u00fcnd\u00fc, Sat\u0131nalma Y\u00f6neticileri Endeksi (PMI) verileri ilk defa her yerde beklentilerin \u00fczerinde geliyor, 2022 planlar\u0131n\u0131 aral\u0131kta net g\u00f6r\u00fcr\u00fcz diyorduk ki, Omicron varyant\u0131 \u00e7\u0131kt\u0131 ve her \u015fey yine belirsizli\u011fe d\u00f6nd\u00fc.<\/p>\n
Finansal piyasalar, enflasyonist korkular\u0131n devam etmesi ve beklenenden daha erken bir faiz art\u0131r\u0131m\u0131 beklentileri ile bir mola verdiler diyecekken, ani bir riskten ka\u00e7\u0131nma d\u00f6n\u00fc\u015f\u00fc ya\u015fad\u0131lar. Kovid-19’un potansiyel olarak a\u015f\u0131lara daha diren\u00e7li yeni bir varyant\u0131n\u0131n ke\u015ffedilmesinin ard\u0131ndan endekslerde genel bir d\u00fc\u015f\u00fc\u015f g\u00f6rd\u00fck ve bu durum k\u00fcresel \u00f6l\u00e7ekte bir dizi k\u0131s\u0131tlama korkusuna yol a\u00e7arken, hem volatilitenin hem de korku endeksinin artmas\u0131na neden oldu.”<\/p>\n
At\u0131lal, Omicron varyant\u0131nda h\u0131zl\u0131 ve etkin yay\u0131lma olmas\u0131 halinde ABD Merkez Bankas\u0131’n\u0131n (Fed) piyasa beklentisi olan 2022’de 2 faiz art\u0131\u015f\u0131n\u0131 yapamayaca\u011f\u0131n\u0131 belirterek, Fed’in likitide azalt\u0131m\u0131n\u0131n h\u0131zland\u0131r\u0131lmas\u0131nda bile beklemeye ge\u00e7ebilece\u011fini ifade etti.<\/p>\n
Buna kar\u015f\u0131l\u0131k, yine de 1-2 haftal\u0131k dalgalanma sonras\u0131nda \u00f6nemli merkez bankalar\u0131n\u0131n belirsizlik \u00f6ncesi g\u00fcndemine devam etmesini beklediklerini kaydeden At\u0131lal, Borsa \u0130stanbul taraf\u0131nda ise yat\u0131r\u0131mc\u0131lar\u0131n reel varl\u0131k olarak g\u00f6rd\u00fckleri pay piyasalar\u0131nda hem genele yay\u0131lan hem de halka arzlara yo\u011fun ilginin devam etti\u011fini aktard\u0131.<\/p>\n
At\u0131lal, yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n da son 3 aydaki al\u0131mlar\u0131n\u0131n y\u00fckseli\u015f trendinin devam etmesi a\u00e7\u0131s\u0131ndan en \u00f6nemli g\u00f6stergelerden oldu\u011funu belirterek, \u015fu de\u011ferlendirmelerde bulundu:<\/p>\n
“D\u00fczeltme hareketinin k\u0131smi ve sekt\u00f6rel geli\u015fmelere dayal\u0131 olmas\u0131n\u0131 beklemekteyiz. Zaten petrokimya, teknoloji, savunma sanayi, demir-\u00e7elik ve otomotiv sekt\u00f6rleri g\u00fc\u00e7l\u00fc konumdalar, Omicron etkisinin zay\u0131flamas\u0131 ile buna havac\u0131l\u0131k sekt\u00f6r\u00fcn\u00fcn de e\u015flik etmesini, kurda bir dengelenme band\u0131 yakaland\u0131\u011f\u0131 takdirde ise bankac\u0131l\u0131k sekt\u00f6r\u00fcnde s\u00fcregelen faiz indirimlerinin fiyatlamalara da olumlu yans\u0131mas\u0131n\u0131 bekleyebiliriz. T\u00fcm bunlar\u0131 g\u00f6z \u00f6n\u00fcne ald\u0131\u011f\u0131m\u0131zda BIST 100 endeksinin y\u0131l\u0131 2.000 puan seviyelerinde kapatabilece\u011fini tahmin ediyoruz.”<\/p>\n
“1.770 SEV\u0130YES\u0130 \u00d6NEML\u0130 DESTEK KONUMUNDA BULUNUYOR”<\/strong><\/p>\nAlnus Yat\u0131r\u0131m Ara\u015ft\u0131rma M\u00fcd\u00fcr\u00fc Yunus Kaya da, kas\u0131mda k\u00fcresel pay piyasalar\u0131n\u0131n g\u00fc\u00e7l\u00fc bir \u015fekilde rekorlar\u0131 k\u0131rarak ilerledi\u011fini ve y\u0131ll\u0131k bazda getirilerini y\u00fczde 20’lerin \u00fczerine \u00e7\u0131kard\u0131\u011f\u0131n\u0131 kaydederek, BIST 100 endeksinin de borsaya g\u00fc\u00e7l\u00fc yabanc\u0131 giri\u015fiyle benzer bir performans sergiledi\u011fini belirtti.<\/p>\n
Yabanc\u0131 sermaye giri\u015fi olmasa BIST 100 endeksindeki y\u00fckseli\u015f e\u011filiminin bu kadar g\u00fc\u00e7l\u00fc olmayabilece\u011fini ifade eden Kaya, “Y\u00fckseli\u015fte yabanc\u0131 giri\u015fi kadar TL’nin de\u011fer kayb\u0131 s\u00fcreci, bankalar ba\u015fta olmak \u00fczere \u015firketlerin \u00e7ok iyi gelen 3. \u00e7eyrek karl\u0131l\u0131klar\u0131 etkili oldu.” de\u011ferlendirmesinde bulundu.<\/p>\n
Kaya, Aral\u0131k ay\u0131na ba\u015flarken g\u00fcndemde Kovid-19 salg\u0131n\u0131 nedeniyle yeniden kapanma korkusunun oldu\u011funu aktararak, “Omicron varyant\u0131 nedeniyle kapanmalar art\u0131yor. Noel arifesindeki bat\u0131 \u00fclkelerinin, bu kutlamalar\u0131 iptal etmesi, geleneksel Noel pazarlar\u0131n\u0131 bile kapatmas\u0131 dikkat \u00e7ekiyor.” ifadelerini kulland\u0131.<\/p>\n
Omicron varyant\u0131nda \u00e7ok fazla mutasyon oldu\u011fu i\u00e7in a\u015f\u0131 etkinli\u011finin sorguland\u0131\u011f\u0131n\u0131 belirten Kaya, a\u015f\u0131lar\u0131n etkinli\u011finin netle\u015fme s\u00fcrecinin piyasalarda kar sat\u0131\u015flar\u0131na bahane olabilece\u011fini bildirdi.<\/p>\n
Kaya, 26 Kas\u0131m’da petrol fiyatlar\u0131nda y\u00fczde 10’u a\u015fan d\u00fc\u015f\u00fc\u015fler gibi piyasalarda a\u015f\u0131r\u0131 reaksiyonlar\u0131n g\u00f6r\u00fclebilece\u011fine de\u011finerek, “T\u00fcrkiye’de 16 Aral\u0131k’ta T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131’n\u0131n (TCMB) faizi indirmesi bekleniyor. \u00d6ncesinde di\u011fer \u015fartlar sabit kalmak \u015fart\u0131yla borsadaki y\u00fckseli\u015f e\u011filiminin korunmas\u0131 beklenebilir. Yukar\u0131da 1.900 seviyesi diren\u00e7 noktas\u0131 olarak \u00f6ne \u00e7\u0131kabilecekken, 1.770 seviyesi \u00f6nemli destek konumunda bulunuyor.” dedi.<\/p>\n
Kaynak: AA<\/p>\n","protected":false},"excerpt":{"rendered":"
Borsa \u0130stanbul’da Kas\u0131m ay\u0131 son 12 y\u0131l\u0131n en g\u00fc\u00e7l\u00fc rallisine sahne olurken, BIST 100 endeksinde rekor \u00fczerine rekor k\u0131r\u0131ld\u0131. …<\/p>\n","protected":false},"author":2,"featured_media":28633,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,185],"tags":[],"class_list":["post-28632","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/istanbulchannel.net\/index.php\/wp-json\/wp\/v2\/posts\/28632","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/istanbulchannel.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/istanbulchannel.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/istanbulchannel.net\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/istanbulchannel.net\/index.php\/wp-json\/wp\/v2\/comments?post=28632"}],"version-history":[{"count":0,"href":"https:\/\/istanbulchannel.net\/index.php\/wp-json\/wp\/v2\/posts\/28632\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/istanbulchannel.net\/index.php\/wp-json\/wp\/v2\/media\/28633"}],"wp:attachment":[{"href":"https:\/\/istanbulchannel.net\/index.php\/wp-json\/wp\/v2\/media?parent=28632"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/istanbulchannel.net\/index.php\/wp-json\/wp\/v2\/categories?post=28632"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/istanbulchannel.net\/index.php\/wp-json\/wp\/v2\/tags?post=28632"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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