Goldman Sachs taraf\u0131ndan bug\u00fcn yay\u0131nlanan raporda, TCMB’nin faiz indirim s\u00fcrecine girmesi ve di\u011fer makro ekonomik geli\u015fmelerin etkisinde, T\u00fcrk bankalar\u0131 i\u00e7in yat\u0131r\u0131m tavsiyeleri ve hedef fiyatlar\u0131nda de\u011fi\u015fikli\u011fe gidildi.<\/p>\n
“Aral\u0131k 2024, T\u00fcrk bankalar\u0131 i\u00e7in makro kataliz\u00f6rler a\u00e7\u0131s\u0131ndan hareketli bir ay oldu” denilen raporda, ve faiz indirimi d\u00f6ng\u00fcs\u00fcn\u00fcn ba\u015flang\u0131c\u0131, 2025 i\u00e7in yakla\u015f\u0131k y\u00fczde 30’luk bir kamu \u00fccret art\u0131\u015f\u0131n\u0131n duyurulmas\u0131 ve Kas\u0131m-Aral\u0131k 2024’te devam eden enflasyon d\u00fc\u015f\u00fcrme e\u011filiminin ard\u0131ndan T\u00fcrk bankalar\u0131 i\u00e7in yap\u0131lan de\u011fi\u015fiklikler \u015f\u00f6yle s\u0131raland\u0131; Yap\u0131 ve Kredi Bankas\u0131 hisseleri i\u00e7in yat\u0131r\u0131m tavsiyesi N\u00f6tr’den Al’a y\u00fckseltildi, Akbank i\u00e7in Al, Garanti Bankas\u0131 i\u00e7in N\u00f6tr, Vak\u0131f Bank ve Halk Bankas\u0131 i\u00e7in SAT tavsiyesi yinelendi. Kurum \u0130\u015f Bankas\u0131 i\u00e7in yat\u0131r\u0131m tavsiyesini ise Al’dan N\u00f6tr’e d\u00fc\u015f\u00fcrd\u00fc\u011f\u00fcn\u00fc duyurdu.<\/p>\n
\u00d6zkaynak karl\u0131l\u0131\u011f\u0131 beklentisi <\/b><\/p>\n
Goldman, Garanti, Akbank ve Yap\u0131’n\u0131n 2025-26’da T\u00fcrk bankalar\u0131 aras\u0131nda en y\u00fcksek “\u00f6zkaynak karl\u0131l\u0131\u011f\u0131” kaydetmesini ve faiz indirimlerinden nispeten daha fazla yararlanmas\u0131n\u0131 bekledi\u011fini dile getirdi. Kurumun belirledi\u011fi hedef fiyatlar Yap\u0131\/Akbank i\u00e7in en y\u00fcksek art\u0131\u015f\u0131 (s\u0131ras\u0131yla TL cinsinden yakla\u015f\u0131k y\u00fczde 53\/y\u00fczde 50) ifade ediyor. Bunlar\u0131n ard\u0131ndan Garanti\/\u0130\u015f Bankas\u0131 (s\u0131ras\u0131yla TL cinsinden yakla\u015f\u0131k y\u00fczde 28\/y\u00fczde 20) geliyor. Halk Bank hisselerinde yakla\u015f\u0131k y\u00fczde 12 ve Vak\u0131f Bank hisselerinde yakla\u015f\u0131k y\u00fczde 24 d\u00fc\u015f\u00fc\u015f bekleniyor.<\/p>\n
Yay\u0131nlanan raporda Goldman Sachcs ekonomistleri ile Bloomberg konsens\u00fcs tahminleri, da kar\u015f\u0131la\u015ft\u0131r\u0131ld\u0131. T\u00fcrkiye’de politika faizi i\u00e7in 2025 sonu tahmini Goldman Sachs y\u00fczde 31\/ Bloomberg konsens\u00fcs y\u00fczde 29 olurken, ortalama enflasyon i\u00e7in 2025 sonu tahnmini s\u0131ras\u0131lyla y\u00fczde 31\/y\u00fczde 32 oldu.<\/p>\n
Hedef fiyat de\u011fi\u015fimleri <\/b><\/p>\n
Goldman Sachs, Akbank hisseleri i\u00e7in hedef fiyat\u0131n\u0131 77 TL’den 94 TL’ye, Yap\u0131 Kredi hisseleri i\u00e7in 37 TL’den 46 TL’ye, Garanti Bankas\u0131’nda 119 TL’den 163 TL’ye, Vak\u0131f Bank’ta 17 TL’den 18 TL’ye, Halk Bank’ta 13,8 TL’den 15 TL’ye y\u00fckseltirken, \u0130\u015f Bankas\u0131 C hisseleri i\u00e7in 18 TL’den 17 TL’ye d\u00fc\u015f\u00fcrd\u00fc.<\/p>\n\n
<\/p>\n
Kaynak :\u00a0https:\/\/www.bloomberght.com\/goldman-sachs-turk-bankacilik-hisselerinde-yatirim-tavsiyesini-guncelledi-3739344<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" Goldman Sachs taraf\u0131ndan bug\u00fcn yay\u0131nlanan raporda, T\u00fcrk bankalar\u0131 i\u00e7in yat\u0131r\u0131m tavsiyeleri ve hedef fiyatlar\u0131nda de\u011fi\u015fikli\u011fe gidildi.<\/p>\n","protected":false},"author":1,"featured_media":24092,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[198,1770,1103,905,1544],"manset":[],"class_list":["post-24091","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-bank","tag-bankasi","tag-hisseleri","tag-tlye","tag-tlden"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/24091","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/comments?post=24091"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/24091\/revisions"}],"predecessor-version":[{"id":24093,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/24091\/revisions\/24093"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/24092"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=24091"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=24091"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=24091"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=24091"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}