{"id":654,"date":"2023-07-28T16:11:43","date_gmt":"2023-07-28T13:11:43","guid":{"rendered":"https:\/\/egemhabertv.com\/?p=654"},"modified":"2023-07-28T16:11:43","modified_gmt":"2023-07-28T13:11:43","slug":"secimden-bu-yana-%50-prim-yapti-yeni-zirve-neresi","status":"publish","type":"post","link":"https:\/\/egemhabertv.com\/?p=654","title":{"rendered":"Se\u00e7imden bu yana %50 prim yapt\u0131, yeni zirve neresi?"},"content":{"rendered":"

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\u015eenay ZEREN<\/strong><\/p>\n

Se\u00e7im sonras\u0131 yeni ekonomi y\u00f6netimiyle beraber, ortodoks politikalara ge\u00e7i\u015f mesajlar\u0131 bankac\u0131l\u0131k endeksine pozitif yans\u0131d\u0131. Banka k\u00e2rl\u0131l\u0131klar\u0131 \u00fczerinde bask\u0131 yaratan reg\u00fclasyonlar\u0131n hafifletilece\u011fine y\u00f6nelik beklentiler ve o g\u00fcnden bug\u00fcne at\u0131lan ad\u0131mlarla banka hisselerinde h\u0131zl\u0131 y\u00fckseli\u015fler g\u00f6zlendi.<\/p>\n

D\u00fcn Merkez Bankas\u0131 ba\u015fkan yard\u0131mc\u0131l\u0131klar\u0131na atanan Cevdet Ak\u00e7ay, Fatih Karahan ve Hatice Karahan, piyasalar taraf\u0131nda olumlu kar\u015f\u0131lan\u0131rken; reg\u00fclasyonlar\u0131n kald\u0131r\u0131lmas\u0131na y\u00f6nelik beklentileri de kuvvetlendirdi.<\/p>\n

Bilan\u00e7olar beklenenden iyi geliyor<\/h2>\n

Yan\u0131 s\u0131ra bankalardan beklentilerin \u00fczerinde gelmeye devam eden ikinci \u00e7eyrek k\u00e2r rakamlar\u0131 da y\u00fckseli\u015fi destekliyor. Akbank, ikinci \u00e7eyrekte 17,2 milyar TL beklentisine kar\u015f\u0131n, 20,3 milyar TL net k\u00e2r elde ederken,\u00a0 Garanti BBVA, ikinci \u00e7eyrekte 15,9 milyar TL olan piyasa beklentisini a\u015farak, 18,47 milyar TL net k\u00e2r a\u00e7\u0131klad\u0131. Yap\u0131 Kredi\u2019nin ikinci \u00e7eyrek k\u00e2r\u0131 ise 11,5 milyar TL ile piyasa beklentilerine paralel geldi.<\/p>\n

9 haftan\u0131n 8\u2019inde y\u00fckseldi<\/h2>\n

Bankac\u0131l\u0131k endeksi, y\u0131lba\u015f\u0131ndan bu yana y\u00fczde 25 y\u00fckselirken; ikinci tur se\u00e7imlerin bitmesinden d\u00fcnk\u00fc kapan\u0131\u015fa g\u00f6re y\u00fczde 52 art\u0131\u015f ortaya koydu ve endeks haftay\u0131 da y\u00fczde 10 primle kapatmaya haz\u0131rlan\u0131yor. Bankac\u0131l\u0131k endeksi, bug\u00fcn zirvesini 6362 puana \u00e7ekti.\u00a0Ayr\u0131ca endeks, se\u00e7im belirsizli\u011finin ortadan kalkmas\u0131ndan sonra ge\u00e7en 9 haftan\u0131n 8’ini y\u00fckseli\u015fle tamamlad\u0131.\u00a0<\/p>\n

Uzmanlar, bankac\u0131l\u0131k endeksinde 6600 puan\u0131n yukar\u0131 y\u00f6nl\u00fc e\u011filimin devam\u0131 i\u00e7in kritik oldu\u011funa dikkat \u00e7ekerken, yeni ekonomi<\/a> y\u00f6netiminin ad\u0131mlar\u0131yla borsaya yabanc\u0131 giri\u015finin de devam edece\u011fini \u00f6ng\u00f6r\u00fcs\u00fcnde bulunuyor.<\/p>\n

\u00a0UZMANLAR NE BEKL\u0130YOR?\u00a0<\/span><\/h2>\n

“Bankac\u0131l\u0131k endeksinde 6600 puan kritik”<\/span><\/strong><\/p>\n

Galata Menkul Ara\u015ft\u0131rma M\u00fcd\u00fcr\u00fc\u00a0Yusuf Kavak:\u00a0<\/strong><\/span>Akbank’\u0131n ard\u0131ndan Garanti Bankas\u0131\u2019n\u0131n net k\u00e2r\u0131n\u0131n da piyasa beklentilerini a\u015fmas\u0131; bug\u00fcnk\u00fc i\u015flem g\u00fcn\u00fcnde Bankac\u0131l\u0131k endeksine (XBANK) olumlu yans\u0131d\u0131. Borsa<\/a> \u0130stanbul Ulusal 100 endeksine etkisi a\u00e7\u0131s\u0131ndan da kritik olan ve bundan sonra a\u00e7\u0131klanacak olan banka finansallar\u0131n\u0131 da bu kapsamda dikkatle takip edece\u011fimiz Bankac\u0131l\u0131k Endeksi i\u00e7in ayr\u0131ca; \u00fc\u00e7 \u00f6nemli ekonomistin TCMB ba\u015fkan yard\u0131mc\u0131l\u0131\u011f\u0131na atanm\u0131\u015f olmas\u0131, sekt\u00f6r\u00fc zora sokan reg\u00fclasyonlar\u0131n kald\u0131r\u0131lmas\u0131 a\u00e7\u0131s\u0131ndan umutlar\u0131 g\u00fc\u00e7lendirmi\u015fe benziyor.<\/p>\n

\u015euan i\u00e7in 6320 civar\u0131nda fiyatlanan bankac\u0131l\u0131k endeksine teknik olarak bakt\u0131\u011f\u0131m\u0131zda ise, son iki g\u00fcndeki y\u00fckseli\u015fin devam etmesi halinde; 2022 Ekim ay\u0131ndan ba\u015flayan y\u00fckselen kanal\u0131n \u00fcst band\u0131 kritik olacak. Mevcut g\u00f6r\u00fcn\u00fcmde 6600 seviyesine denk gelen kanal \u00fcst band\u0131 kal\u0131c\u0131l\u0131kla ge\u00e7ilecek olursa; y\u00fckseli\u015f hareketi ivme kazanabilir. 6600 alt\u0131nda kal\u0131c\u0131l\u0131kta ise; teknik olarak 5600 seviyesine do\u011fru d\u00fczeltme hareketi olu\u015fma ihtimalini d\u0131\u015flamamak laz\u0131m.<\/p>\n

“\u0130yi gelen bilan\u00e7olar performansta en \u00f6nemli sebep”<\/span><\/strong>

Ata Yat\u0131r\u0131m Stratejisti\u00a0Batuhan \u00d6z\u015fahin:<\/strong>\u00a0<\/span>Bankac\u0131l\u0131k sekt\u00f6r\u00fcnde bu hafta ba\u015flayan k\u00e2rlar\u0131n beklenenden daha iyi oldu\u011funu g\u00f6zlemliyoruz. \u00d6zellikle Akbank’\u0131n kar\u0131 piyasa beklentisinin olduk\u00e7a \u00fczerinde geldi. Bir ay \u00f6ncesine kadar asl\u0131nda bankac\u0131l\u0131k sekt\u00f6r\u00fcn\u00fcn ikinci \u00e7eyre\u011fe geldi\u011fini, birinci \u00e7eyre\u011fe g\u00f6re biraz daha zay\u0131f gelmesi bekleniyordu. Ama sebep, ikinci \u00e7eyrekte \u00f6zellikle y\u00fckselen TL mevduat faizlerinin karl\u0131l\u0131\u011f\u0131 negatif etkilemesi olacakt\u0131. Ancak may\u0131s ve haziran aylar\u0131nda d\u00f6vizde ya\u015fanan rutinde bankalar\u0131n hazine departmanlar\u0131 taraf\u0131ndan iyi de\u011ferlendirilmi\u015f ve bankalar buradan \u00f6nemli trading k\u00e2rlar\u0131 sa\u011flam\u0131\u015flar. O y\u00fczden bankalar\u0131n iyi gelen bilan\u00e7olar\u0131n\u0131n bu haftaki performansta en \u00f6nemli sebep oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n

Ama onun d\u0131\u015f\u0131nda da bakt\u0131\u011f\u0131m\u0131zda d\u00fcn yeni Merkez Bankas\u0131 Ba\u015fkan\u0131 Gaye Erkan’\u0131n enflasyon raporu sunumu piyasa taraf\u0131ndan olduk\u00e7a be\u011fenildi ve piyasaya g\u00fcven verdi. Enflasyon beklentilerinin daha piyasa tahminleriyle \u00f6rt\u00fc\u015f\u00fcr olmas\u0131 uzun zamand\u0131r g\u00f6rmedi\u011fimiz bir olayd\u0131. O y\u00fczden bu pozitif bir mesaj verdi. Bununla birlikte merkez bankas\u0131 para piyasas\u0131 kurulundaki de\u011fi\u015fiklikler de piyasa taraf\u0131ndan olumlu alg\u0131land\u0131. Bakt\u0131\u011f\u0131m\u0131zda T\u00fcrkiye CDS\u2019lerinin d\u00fcnden beri d\u00fc\u015f\u00fc\u015fe devam etti\u011fini g\u00f6r\u00fcyoruz. \u015eu an itibar\u0131yla 406, d\u00fcn toplant\u0131 \u00f6ncesinde 440 idi. May\u0131s ay\u0131nda 700\u2019e kadar y\u00fckselmi\u015fti. Bu da genel olarak T\u00fcrk varl\u0131klar\u0131na kar\u015f\u0131 riskli i\u015ftah\u0131n artt\u0131\u011f\u0131n\u0131 g\u00f6steren \u00f6nemli bir g\u00f6sterge.<\/p>\n

“Bankac\u0131l\u0131k hisselerine neler olumlu yans\u0131d\u0131?”<\/span><\/strong>

Dinamik Yat\u0131r\u0131m Ara\u015ft\u0131rma Uzman\u0131 Ceyhun Yava\u015f:\u00a0<\/span><\/strong>Bankac\u0131l\u0131k hisseleri uzun bir d\u00f6nem uygulanan reg\u00fclasyonlar\u0131n etkisiyle \u00e7arpanlar baz\u0131nda ucuz denilebilecek rakamlarda i\u015flem g\u00f6rd\u00fcler. Se\u00e7imlerin ard\u0131ndan ortodoks politikalara yava\u015f da olsa ge\u00e7isin dile getirilmesi, bunun i\u00e7in gerekli ad\u0131mlar\u0131n at\u0131lmaya ba\u015flanmas\u0131, i\u00e7inde bulundu\u011fumuz bilan\u00e7o d\u00f6nemiyle de birlikte beklenti \u00fczerinde gelen rakamlar, kredi faizlerinde g\u00f6r\u00fclen gev\u015femeyle birlikte bankac\u0131l\u0131k hisselerine olumlu yans\u0131d\u0131.<\/p>\n<\/p><\/div>\n

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[ad_1] \u015eenay ZEREN Se\u00e7im sonras\u0131 yeni ekonomi y\u00f6netimiyle beraber, ortodoks politikalara ge\u00e7i\u015f mesajlar\u0131 bankac\u0131l\u0131k endeksine<\/p>\n","protected":false},"author":1,"featured_media":655,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-654","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/posts\/654","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=654"}],"version-history":[{"count":0,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/posts\/654\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/media\/655"}],"wp:attachment":[{"href":"https:\/\/egemhabertv.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=654"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=654"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=654"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}