Borsa \u0130stanbul\u2019da yabanc\u0131 \u00e7\u0131k\u0131\u015flar\u0131 ve siyasi at\u0131l\u0131mlarla ba\u015flayan \u00e7\u00f6k\u00fc\u015f, ka\u011f\u0131tlar\u0131 dolar bazl\u0131 olarak tarihin en d\u00fc\u015f\u00fck d\u00fczeylerine getirdi. \u015eirketler ise bu kadar ucuz olmay\u0131 hak etmedi\u011fini d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fc ka\u011f\u0131tlar\u0131 kendi topluyor.<\/p>\n
Cumhurba\u015fkan\u0131 Tayyip Erdo\u011fan\u2019\u0131n iktisat idaresine m\u00fcdahaleleri, T\u00fcrkiye\u2019nin y\u00fcksek risk primi, \u00e7ift haneli enflasyon, swaplar hari\u00e7 tutuldu\u011funda rezervlerin \u00f6nemli manada zahmetli olu\u015fu, ABD ile S-400 krizi ve Avrupa Birli\u011fi ile s\u0131k s\u0131k y\u00fckselen tansiyon; T\u00fcrk varl\u0131klar\u0131na olan talebi her ge\u00e7en g\u00fcn daha da a\u015f\u0131\u011f\u0131 \u00e7ekiyor.<\/p>\n
Bilhassa Erdo\u011fan\u2019\u0131n Merkez Bankas\u0131 Lideri Naci A\u011fbal\u2019\u0131 misyondan almas\u0131ndan sonra sert kay\u0131plar\u0131n ya\u015fand\u0131\u011f\u0131 Borsa \u0130stanbul\u2019da istenilen toparlanma bir t\u00fcrl\u00fc sa\u011flanam\u0131yor. Borsa \u0130stanbul\u2019da s\u00fcre\u00e7 g\u00f6ren ka\u011f\u0131tlar dolar bazl\u0131 olarak tarihin en d\u00fc\u015f\u00fck d\u00fczeylerinde durmaya devam ederken, beklenen al\u0131c\u0131 \u00e7\u0131km\u0131yor.<\/p>\n
5 milyar dolar \u00fczeri \u015firket say\u0131s\u0131 4\u2019e d\u00fc\u015ft\u00fc<\/b><\/p>\n
Endekste \u015fu an s\u00fcre\u00e7 g\u00f6ren 400 \u00fczerindeki \u015firketten yaln\u0131zca 31 tanesi 1 milyar dolar \u00fczerinde piyasa pahas\u0131na sahip. 5 milyar dolar \u00fczeri piyasa k\u0131ymeti bulunan \u015firket say\u0131s\u0131 ise d\u00f6rde kadar d\u00fc\u015ft\u00fc.<\/p>\n
Endeksin dolar baz\u0131nda rekor d\u00fczeyde oldu\u011fu Mart 2013\u2019te ise 41 \u015firketin piyasa k\u0131ymeti 1 milyar dolar\u0131n \u00fczerindeydi. Bu devirde 5 milyar dolar \u00fczerinde piyasa k\u0131ymeti bulunan \u015firket say\u0131s\u0131 15\u2019ti.<\/p>\n
Yabanc\u0131lardan rekor seviyelerde sat\u0131\u015flar<\/b><\/p>\n
Y\u0131lba\u015f\u0131ndan bu yana Borsa \u0130stanbul\u2019dan yabanc\u0131 \u00e7\u0131k\u0131\u015f\u0131 1,7 milyar dolara ula\u015f\u0131rken, yaln\u0131zca Mart ay\u0131nda 881 milyon dolarl\u0131k \u00e7\u0131k\u0131\u015f ya\u015fand\u0131. 2020 y\u0131l\u0131nda ise yabanc\u0131n\u0131n toplam \u00e7\u0131k\u0131\u015f\u0131 4,3 milyar dolar d\u00fczeyindeydi. Endekste yabanc\u0131lar\u0131n istikameti ise hala \u00e7\u0131k\u0131\u015ftan yana.<\/p>\n
Borsa \u0130stanbul\u2019da s\u00fcre\u00e7 g\u00f6ren ka\u011f\u0131tlar\u0131n\u0131n ger\u00e7ek bedellerinden \u00e7ok uzak oldu\u011funu d\u00fc\u015f\u00fcnen \u015firketler ise devay\u0131 kendi paylar\u0131n\u0131 toplamakta buluyor. \u015eirketlerin \u2018net faal paha iskontosu<\/strong>\u2019 ortalama olarak y\u00fczde 30\u2019lara ula\u015ft\u0131.<\/p>\n Ko\u00e7 Holding tarihinde birinci defa buyback yapt\u0131<\/b><\/p>\n Cuma g\u00fcn\u00fc Ko\u00e7 Holding tarihinde birinci defa geri al\u0131m program\u0131 yaparak (buyback) pay senetlerindeki d\u00fc\u015f\u00fc\u015f\u00fcn \u00f6n\u00fcne ge\u00e7ti. Ko\u00e7 Holding ka\u011f\u0131tlar\u0131 y\u00fczde 5, i\u015ftiraki Ar\u00e7elik\u2019in paylar\u0131 ise y\u00fczde 8,5 k\u0131ymet kazand\u0131.<\/p>\n Borsa \u0130stanbul\u2019da s\u00fcre\u00e7 g\u00f6ren Vak\u0131fbank, Halkbank, Turkcell, Erdemir, THY, Ko\u00e7 Holding, \u0130\u015f Bankas\u0131, Emlak Konut, B\u0130M ve TAV da paylar\u0131n\u0131 toplayan \u015firketler ortas\u0131nda.<\/p>\n \u015eirketler, paylar\u0131n\u0131 toplamak i\u00e7in kendi kaynaklar\u0131n\u0131 kullan\u0131rken, yeni gereksinimler durumunda y\u00fcksek devam eden faizlerle bor\u00e7lanmak durumunda kalabilir. G\u00f6rece daha az g\u00fc\u00e7l\u00fc sermaye yap\u0131s\u0131na sahip \u015firketlerin ise bu t\u00fcrl\u00fc bir ad\u0131m atarak ka\u011f\u0131tlar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn \u00f6n\u00fcne ge\u00e7mesi ise \u00e7ok da m\u00fcmk\u00fcn g\u00f6r\u00fcnm\u00fcyor.<\/p>\n Kaynak: diken.com.tr<\/p>\n<\/p>\n Para Tahlil<\/span><\/p>\n Borsa \u0130stanbul\u2019da yabanc\u0131 \u00e7\u0131k\u0131\u015flar\u0131 ve siyasi at\u0131l\u0131mlarla ba\u015flayan \u00e7\u00f6k\u00fc\u015f, ka\u011f\u0131tlar\u0131 dolar bazl\u0131 olarak tarihin en d\u00fc\u015f\u00fck d\u00fczeylerine getirdi …<\/p>\n","protected":false},"author":1,"featured_media":12359,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[1500,72,10,164,2229],"class_list":["post-12358","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-borsa","tag-cikis","tag-hisse","tag-is","tag-sirketler","tag-uzeri"],"yoast_head":"\n