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\u015eebnem TURHAN<\/strong><\/p>\n Yurti\u00e7inde yat\u0131r\u0131mc\u0131lar ve analistler yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n yolunu g\u00f6zl\u00fcyor. Borsa<\/a> \u0130stanbul endekslerinin zincirlerini k\u0131rmas\u0131 i\u00e7in yabanc\u0131 giri\u015finin \u015fart oldu\u011fu dile getirilirken pay\u0131 QNB Finansbank dahil y\u00fczde 35,7 olan yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n bu y\u0131l ve bu ay hangi hisselerde pay artt\u0131rd\u0131\u011f\u0131 ve azaltt\u0131\u011f\u0131n\u0131 derledik.<\/p>\n Yerli yat\u0131r\u0131mc\u0131yla biz bize kald\u0131\u011f\u0131m\u0131z Borsa \u0130stanbul\u2019da son g\u00fcnlerdeki en \u00f6nemli g\u00fcndem jeopolitik ve siyasi risklerin yan\u0131 s\u0131ra yabanc\u0131 yat\u0131r\u0131mc\u0131. Cumhurba\u015fkanl\u0131\u011f\u0131 se\u00e7imleri sonras\u0131nda yeni ekonomi y\u00f6netimi ve yabanc\u0131 yat\u0131r\u0131mc\u0131 ziyaretleriyle heveslenen borsada ilk \u00fc\u00e7 ay co\u015fkulu ge\u00e7ti ard\u0131ndan ise yabanc\u0131 umutlar\u0131 azalmaya ba\u015flay\u0131nca d\u00fc\u015f\u00fc\u015f ba\u015flad\u0131. Haziranda kas\u0131mda gelmesi beklenen yabanc\u0131 umudu 2024 ikinci yar\u0131s\u0131na kald\u0131 ama pay\u0131 az da olsa yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n yo\u011fun i\u015flem yapt\u0131\u011f\u0131 hisseler de bulunuyor. Verilere g\u00f6re bu y\u0131l yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n pay\u0131n\u0131 en \u00e7ok artt\u0131rd\u0131\u011f\u0131 hisse Naturel Enerji<\/a> oldu, ayl\u0131k art\u0131\u015fta ise liderlik Yayla G\u0131da’n\u0131n oldu. Yabanc\u0131 yat\u0131r\u0131mc\u0131 bu y\u0131l en \u00e7ok pay\u0131n\u0131 \u0130ma\u015f Makina’da azalt\u0131rken ayl\u0131k en \u00e7ok pay azaltt\u0131\u011f\u0131 hisse ise \u00dcnl\u00fc Yat\u0131r\u0131m Holding olarak \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n K\u00fcresel piyasalar b\u00fcy\u00fcmeye y\u00f6nelik endi\u015felerle gerilemeye devam etse de yerli yat\u0131r\u0131mc\u0131 pay\u0131n\u0131n y\u00fczde 64,3’e geldi\u011fi Borsa \u0130stanbul’da fiyatlamalar biraz daha i\u00e7eriye ve jeopolitik risklere g\u00f6re yap\u0131l\u0131yor. Borsa \u0130stanbul’da a\u011f\u0131z tad\u0131yla bilan\u00e7o fiyatlamalar\u0131 yap\u0131lamazken tahvil ve mevduat faizlerindeki y\u00fckseli\u015fler de endeksler \u00fczerinde bask\u0131 olu\u015fturmaya devam ediyor. Her g\u00fcn\u00fc volatil ge\u00e7en Borsa \u0130stanbul’un uzmanlara g\u00f6re zincirlerinin k\u0131rmas\u0131n\u0131n yolu ise yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n geli\u015finden ge\u00e7iyor. T\u00fcrkiye\u2019nin 5 y\u0131ll\u0131k ifl as risk priminde 400 baz puan\u0131n alt\u0131nda kal\u0131nmas\u0131 umutlar\u0131 ye\u015fertirken uzmanlar yabanc\u0131n\u0131n \u015fayet d\u00f6nerse ilk y\u00fckl\u00fc giri\u015finin ise borsaya de\u011fil tahvillere olmas\u0131n\u0131 bekliyor. Buna ra\u011fmen olduk\u00e7a d\u00fc\u015f\u00fck seviyelere gerileyen yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n borsaya ad\u0131m atmas\u0131 bile fiyatlamalar\u0131 olduk\u00e7a de\u011fi\u015ftirmeye aday g\u00f6r\u00fcn\u00fcyor. \u015eu anda QNB Finansbank dahil yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n borsadaki pay\u0131 ise y\u00fczde 35,7 seviyesinde.<\/p>\n T\u00fcm bunlar gelecek beklentileri peki geride b\u0131rakt\u0131\u011f\u0131m\u0131z ayl\u0131k ve y\u0131ll\u0131k de\u011fi\u015fimlerde \u015fu anda borsada var olan yabanc\u0131n\u0131n hareketleri nas\u0131l? \u0130\u015f Yat\u0131r\u0131m analistlerinin haz\u0131rlad\u0131\u011f\u0131 tablolar bize bir y\u00f6n sunuyor. 9 Ekim-9 Kas\u0131m aras\u0131 ayl\u0131k de\u011fi\u015fimde yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n en \u00e7ok pay\u0131n\u0131 artt\u0131rd\u0131\u011f\u0131 hisse Yayla G\u0131da, bu d\u00f6nemde Yayla G\u0131da’n\u0131n kayb\u0131 ise y\u00fczde 24,3 oldu. Smart G\u00fcne\u015f Enerjisi hisselerinde de yabanc\u0131 yat\u0131r\u0131mc\u0131 pay\u0131n\u0131 ayl\u0131k olarak 6.61 puan artt\u0131rarak y\u00fczde 14,5’e \u00e7\u0131kard\u0131 ama bu hissenin ayl\u0131k kayb\u0131 y\u00fczde 3,7 oldu. \u00dc\u00e7\u00fcnc\u00fc en \u00e7ok pay art\u0131r\u0131lan hisse ise GSD Holding yabanc\u0131 bu hissedeki pay\u0131n\u0131 6,41 puan artt\u0131rd\u0131 ama bu hisse de ayl\u0131k olarak yat\u0131r\u0131mc\u0131s\u0131na y\u00fczde 9,7 kaybettirdi. Bu d\u00f6nemde y\u00fczde 19 getiri sa\u011flayan Ma\u00e7kolik hisselerinde yabanc\u0131 pay\u0131n\u0131 5 puan\u0131n \u00fczerinde, Adra GYO’da ise 4.58 puan artt\u0131r\u0131rken bu hissenin ayl\u0131k getirisi ise y\u00fczde 21,3 oldu. Yabanc\u0131n\u0131n pay\u0131n\u0131 en \u00e7ok artt\u0131rd\u0131\u011f\u0131 ilk 10 hisse aras\u0131nda ayl\u0131k getirisi y\u00fczde 28,9 ile en y\u00fcksek olan Teknosa’da ise pay art\u0131r\u0131m\u0131 4.53 puan olarak hesapland\u0131. Yabanc\u0131n\u0131n ayl\u0131k olarak pay\u0131n\u0131 en \u00e7ok artt\u0131rd\u0131\u011f\u0131 10 hissenin 6’s\u0131 yat\u0131r\u0131mc\u0131s\u0131na kaybettirirken 4’\u00fc kazand\u0131rmay\u0131 ba\u015fard\u0131.<\/p>\n Yabanc\u0131n\u0131n ayl\u0131k olarak pay\u0131n\u0131 en \u00e7ok azaltt\u0131\u011f\u0131 ilk 10 hisse aras\u0131nda liderlik \u00dcnl\u00fc Yat\u0131r\u0131m Holding’te oldu. Yabanc\u0131 \u00dcnl\u00fc’deki pay\u0131n\u0131 y\u00fczde 30,96’dan y\u00fczde 9,74’e \u00e7ekti. 21.22 puanl\u0131k de\u011fi\u015fim ya\u015fand\u0131 \u00dcnl\u00fc hisselerinde ayl\u0131k kay\u0131p ise y\u00fczde 3,6 oldu. \u0130hlas Haber Ajans\u0131’nda yabanc\u0131lar y\u00fczde 51,96 olan paylar\u0131n\u0131 y\u00fczde 32,11’e \u00e7ekti bu hissenin ayl\u0131k kayb\u0131 y\u00fczde 37,1 oldu. Yabanc\u0131n\u0131n ayl\u0131k olarak pay\u0131n\u0131 en \u00e7ok azaltt\u0131\u011f\u0131 10 hissenin 5’i kaybettirdi 5’i kazand\u0131rd\u0131.<\/p>\n Bu y\u0131l yabanc\u0131n\u0131n pay\u0131n\u0131 en \u00e7ok azaltt\u0131\u011f\u0131 hisse ise \u0130ma\u015f Makina ve bu hisse bu y\u0131l yat\u0131r\u0131mc\u0131s\u0131na y\u00fczde 58,9 kaybettirdi. Yabanc\u0131 da pay\u0131n\u0131 y\u00fczde 23,79’dan y\u00fczde 5.99’a kadar d\u00fc\u015f\u00fcrd\u00fc. Ere\u011fli’de yabanc\u0131 y\u00fczde 44,34 olan pay\u0131n\u0131 y\u00fczde 27,61’e indirirken hissenin bu y\u0131lki kayb\u0131 y\u00fczde 9,1 oldu. Aydem Yenilenebilir’de yabanc\u0131 pay\u0131n\u0131 14.34 puan birden azalt\u0131rken hissenin bu y\u0131lki kayb\u0131 y\u00fczde 25,1 olarak hesapland\u0131. Bu y\u0131l y\u00fczde 101,4 getiri sa\u011flayan Torunlar GYO’da yabanc\u0131 yat\u0131r\u0131mc\u0131 pay\u0131n\u0131 13.73 puan d\u00fc\u015f\u00fcr\u00fcrken y\u00fczde 80,7 getiri sa\u011flayan MYP Sa\u011fl\u0131k’ta pay\u0131n\u0131 y\u00fczde 41’den y\u00fczde 29,25’e \u00e7ekti yabanc\u0131 yat\u0131r\u0131mc\u0131. Ayl\u0131k en fazla pay azaltt\u0131\u011f\u0131 ve son 10 g\u00fcnd\u00fcr s\u00fcrekli pay azalt\u0131m\u0131 ger\u00e7ekle\u015ftirdi\u011fi \u0130hlas Haber<\/a> Ajans\u0131’nda ise 31 Aral\u0131k’ta y\u00fczde 41,01 olan pay\u0131n\u0131 yabanc\u0131 yat\u0131r\u0131mc\u0131 y\u00fczde 32,11’e indirdi. Bu y\u0131l \u0130hlas Haber Ajans\u0131 hisseleri y\u00fczde 57,5 geriledi.<\/p>\n 31 Aral\u0131k 2022’den 9 Kas\u0131m’a kadar yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n pay\u0131n\u0131 en \u00e7ok artt\u0131rd\u0131\u011f\u0131 hisse Naturel Enerji. Yabanc\u0131 bu hissede pay\u0131n\u0131 23.69 puan artt\u0131rd\u0131, hissenin bu y\u0131lki getirisi ise y\u00fczde 82,8 oldu. Zorlu Enerji’de ise yabanc\u0131 pay\u0131n\u0131 22.39 puan birden art\u0131rarak y\u00fczde 28,73’e \u00e7\u0131kar\u0131rken hissenin y\u0131lll\u0131k getirisi y\u00fczde 24,1 oldu. Anel Elektrik’te pay\u0131n\u0131 y\u00fczde 36,03’ten y\u00fczde 57,61’e \u00e7\u0131karan yabanc\u0131 yat\u0131r\u0131mc\u0131ya kar\u015f\u0131l\u0131k hisse bu y\u0131l y\u00fczde 135,6 kazand\u0131rd\u0131. Yabanc\u0131n\u0131n bu y\u0131l pay\u0131n\u0131 en \u00e7ok artt\u0131rd\u0131\u011f\u0131 10 hisse aras\u0131nda getirisi y\u00fczde 840 olan Tetemat G\u0131da’da pay art\u0131\u015f\u0131 17.3 puan oldu ve y\u00fczde 17,95’e kadar ula\u015ft\u0131. \u0130nvesco Holding’in bu y\u0131lki getirisi y\u00fczde 337,8 olurken yabanc\u0131n\u0131n bu hissede pay art\u0131\u015f\u0131 13.69 puana \u00e7\u0131kt\u0131. Kiler Holding’te yabanc\u0131 yat\u0131r\u0131mc\u0131 pay\u0131n\u0131 y\u00fczde 4,52’den y\u00fczde 16,9’a \u00e7\u0131kar\u0131rken hissenin y\u0131ll\u0131k getirisi y\u00fczde 255,1 oldu. Yabanc\u0131 yat\u0131r\u0131mc\u0131n\u0131n bu y\u0131l pay\u0131n\u0131 en \u00e7ok artt\u0131rd\u0131\u011f\u0131 10 hissenin t\u00fcm\u00fc y\u00fckselirken getiride enfl asyonu Zorlu Enerji d\u0131\u015f\u0131nda hepsi yendi.<\/p>\n<\/p><\/div>\nYabanc\u0131 umutlar\u0131 2024 ikinci yar\u0131ya kald\u0131<\/h3>\n
En \u00e7ok pay artt\u0131rd\u0131\u011f\u0131 10 hissenin 4\u2019\u00fc kazand\u0131rd\u0131<\/h3>\n
Yabanc\u0131n\u0131n pay azaltt\u0131\u011f\u0131 \u015firketlerin yar\u0131s\u0131 kaybettirdi<\/h3>\n
Y\u0131ll\u0131k en \u00e7ok azaltt\u0131\u011f\u0131 10 hissenin 6\u2019s\u0131 kaybettirdi<\/h3>\n
10 hisseden 9\u2019u getiride enflasyonu yendi<\/h3>\n