JPMorgan, T\u00fcrkiye\u2019de ola\u011fanla\u015fan siyasetler ve global talepte art\u0131\u015f beklentisinin tesiriyle banka ve holding paylar\u0131 ile cazip fiyatlamaya sahip t\u00fcketici odakl\u0131 \u015firket paylar\u0131n\u0131 be\u011fendi\u011fini a\u00e7\u0131klad\u0131.<\/p>\n

Kurumun CEEMEA b\u00f6lgesi pay senedi ara\u015ft\u0131rma raporunda global rallide nas\u0131l konum al\u0131nmas\u0131 gerekti\u011fini k\u0131ymetlendiren JPMorgan, ola\u011fanla\u015fan siyasetler ve toparlanan global talep ile makro g\u00f6r\u00fcn\u00fcmdeki iyile\u015fmenin akabinde T\u00fcrk paylar\u0131ndaki f\u0131rsatlara de\u011findi.<\/p>\n

Banka ve holding paylar\u0131n\u0131n m\u00fcmk\u00fcn fon ak\u0131\u015f\u0131ndan kaynaklanacak bir ralliden birinci yarar sa\u011flayacaklar oldu\u011fu belirtilen raporda, kurumun k\u0131sa vadeli rallide cazip oldu\u011funu d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fc ve d\u00fc\u015f\u00fck performans g\u00f6stermesini bekledi\u011fi paylar s\u0131raland\u0131. <\/p>\n

JPMorgan hangi paylar\u0131 radar\u0131na ald\u0131?<\/strong><\/p>\n

Kurumun listesine giren paylar s\u0131ralamas\u0131nda bankalar ba\u015fta geliyor: Garanti Bankas\u0131 ve akabinde Yap\u0131 Kredi Bankas\u0131.<\/p>\n

Garanti Bankas\u0131 i\u00e7in kurumun 2021 sonu i\u00e7in 15.2 TL fiyat gayesi y\u00fczde 68\u2019lik y\u00fckseli\u015f potansiyelini i\u015faret ediyor. Yap\u0131 Kredi\u2019de 5.4 TL fiyat maksad\u0131 y\u00fczde 82 y\u00fckseli\u015f potansiyeli i\u00e7eriyor.<\/p>\n

Sonras\u0131nda gelen Ko\u00e7 Holding\u2019de fiyat maksad\u0131 24.6 TL ile y\u00fczde 29, Sabanc\u0131 Holding ise 15.2 TL ile y\u00fczde 48 y\u00fckseli\u015f potansiyeli bar\u0131nd\u0131r\u0131yor.<\/p>\n

JPMorgan\u2019\u0131n listesinde bulunan Ar\u00e7elik\u2019te fiyat amac\u0131 ise 34.5 TL ile y\u00fczde 19, Anadolu Efes gayesi 31.7 TL ile y\u00fczde 43 \u00fcst tarafl\u0131 potansiyel manas\u0131na geliyor.<\/p>\n

Kurumun Coca-Cola \u0130\u00e7ecek\u2019te 77.0 TL fiyat gayesi (y\u00fczde 24 y\u00fckseli\u015f) ve Migros pay\u0131nda 58.4 TL (y\u00fczde 45 y\u00fckseli\u015f potansiyeli) maksad\u0131 var. <\/p>\n

MSCI Turkey Endeksi\u2019nde y\u00fckseli\u015f beklentisi y\u00fczde 20 – 25<\/strong><\/p>\n

MSCI Turkey Endeksi\u2019nin Kas\u0131m\u2019da y\u00fczde 30 y\u00fckseldi\u011fini lakin g\u00f6stergenin y\u0131lba\u015f\u0131ndan bu yana hala y\u00fczde 19 ekside oldu\u011funu belirten JPMorgan, geli\u015fen piyasalar endeksine nazaran y\u00fczde 30 daha d\u00fc\u015f\u00fck performans g\u00f6sterdi\u011finin alt\u0131n\u0131 \u00e7iziyor. Kuruma nazaran MSCI Turkey Endeksi\u2019ndeki k\u0131sa vadeli y\u00fckseli\u015f potansiyeli y\u00fczde 20 \u2013 25 civar\u0131nda.<\/p>\n

T\u00fcrkiye\u2019de pay senedi sahipli\u011finin k\u0131ymetli \u00f6l\u00e7\u00fcde bir de\u011fi\u015fim ge\u00e7irdi\u011fi belirtilen raporda, \u00f6zg\u00fcr dolan\u0131mdaki paylarda yabanc\u0131 yat\u0131r\u0131mc\u0131 hissesinin 2007\u2019de y\u00fczde 70\u2019in \u00fczerinden iki y\u0131l evvel y\u00fczde 60 \u2013 65 aral\u0131\u011f\u0131na, oradan da y\u00fczde 49\u2019lara kadar geriledi\u011fi tabir ediliyor.<\/p>\n

JPMorgan fon al\u0131mlar\u0131n\u0131n aksine d\u00f6nmesi i\u00e7in gerekli \u00fc\u00e7 ana \u00f6ge say\u0131yor: \u00d6zg\u00fcr piyasa uygulamalar\u0131nda tesiri halihaz\u0131rda hissedilmeye ba\u015flanan destekleyici kural bazl\u0131 piyasa siyasetleri, b\u00fcy\u00fcmenin g\u00fc\u00e7l\u00fc seyri ve y\u00fck\u00fcn t\u00fcketimden ihracata kaymas\u0131, ger\u00e7ekle\u015fmesi vakit alsa da dolarizasyonun dersine d\u00f6nmesi. <\/p>\n<\/p>\n

Bloomberg HT<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

JPMorgan, T\u00fcrkiye\u2019de ola\u011fanla\u015fan siyasetler ve global talepte art\u0131\u015f beklentisinin tesiriyle banka ve holding paylar\u0131 ile cazip fiyatlamaya sahip …<\/p>\n","protected":false},"author":1,"featured_media":14981,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,6],"tags":[78,1281,1920],"class_list":["post-14980","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-son-dakika","tag-banka","tag-jpmorgan","tag-kurumun"],"yoast_head":"\n