{"id":25777,"date":"2025-10-12T21:48:13","date_gmt":"2025-10-12T21:48:13","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=25777"},"modified":"2025-10-12T21:48:13","modified_gmt":"2025-10-12T21:48:13","slug":"ata-yatirim-takibindeki-sirketlerde-yuzde-612-net-kar-buyumesi-bekliyor","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2025\/10\/12\/ata-yatirim-takibindeki-sirketlerde-yuzde-612-net-kar-buyumesi-bekliyor\/","title":{"rendered":"Ata Yat\u0131r\u0131m, takibindeki \u015firketlerde y\u00fczde 61,2 net k\u00e2r b\u00fcy\u00fcmesi bekliyor"},"content":{"rendered":"

Ata Yat\u0131r\u0131m\u2019\u0131n, 2025 y\u0131l\u0131 i\u00e7in hakk\u0131nda olumlu d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fc sekt\u00f6rler, g\u0131da perakendecili\u011fi, g\u0131da, telekom, enerji, (enerji ve bankac\u0131l\u0131k a\u011f\u0131rl\u0131\u011f\u0131 olan) holdingler ve havac\u0131l\u0131k olarak \u015fekillendi.<\/p>\n

Ata Yat\u0131r\u0131m, en be\u011fendi\u011fi \u015firketler listesinde de\u011fi\u015fikli\u011fe gitmeyerek Migros, Sabanc\u0131 Holding, \u015eok Marketler, T\u00fcpra\u015f, Turkcell, \u00dclker, Aksa Enerji, Alarko Holding, Bim, Tav Havalimanlar\u0131 ve Tofa\u015f\u2019a yer verdi.<\/p>\n

\u015eirket Ocak 2025 Strateji Raporu\u2019nda BIST-100 i\u00e7in 1 y\u0131ll\u0131k hedefini, y\u00fczde 40 yukar\u0131 y\u00f6nl\u00fc potansiyelle 14.000 seviyesinde korudu.<\/p>\n

Raporda, T\u00fcrkiye ekonomisinde dengelenme s\u00fcrecinin s\u00fcrd\u00fc\u011f\u00fc, cari a\u00e7\u0131ktaki d\u00fc\u015f\u00fc\u015f\u00fcn T\u00fcrk Liras\u0131\u2019n\u0131 destekledi\u011fi ve enflasyonun gerileme e\u011filiminde oldu\u011fu ancak yine de enflasyonun yat\u0131r\u0131mc\u0131 g\u00fcndeminin ilk s\u0131ras\u0131nda olmay\u0131 s\u00fcrd\u00fcrece\u011fi vurguland\u0131. 2025 y\u0131l sonu enflasyon tahmini y\u00fczde 25 olarak belirlenirken, enflasyonun y\u00fczde 30\u2019un alt\u0131na inmesinin zorlu bir s\u00fcre\u00e7 olaca\u011f\u0131n\u0131n da alt\u0131 \u00e7izildi. Bununla beraber, 2025 y\u0131l\u0131 i\u00e7in y\u00fczde 3.5\u2019lik bir GSYH b\u00fcy\u00fcmesi ve 2025 y\u0131l\u0131 sonuna kadar faizlerde y\u00fczde 30\u2019a kadar bir indirim \u00f6ng\u00f6r\u00fcld\u00fc.<\/p>\n

BIST-100\u2019de Hedef 14.000 <\/b><\/p>\n

Ata Yat\u0131r\u0131m Ara\u015ft\u0131rmadan Sorumlu Genel M\u00fcd\u00fcr Yard\u0131mc\u0131s\u0131 Cemal Demirta\u015f, mevduatlarda dolarizasyonun y\u00fczde 35 seviyesinin alt\u0131na geriledi\u011fini ve yabanc\u0131 yat\u0131r\u0131mc\u0131lar\u0131n 2024 y\u0131l\u0131nda 2,7 milyar dolarl\u0131k hisse senedi sat\u0131\u015f\u0131 ger\u00e7ekle\u015ftirmesiyle Borsa \u0130stanbul\u2019daki yabanc\u0131 pay\u0131n\u0131n y\u00fczde 38\u2019den y\u00fczde 37\u2019ye d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc belirtti.<\/p>\n

De\u011ferleme analizleri sonucunda BIST-100 i\u00e7in 1 y\u0131ll\u0131k hedeflerini y\u00fczde 40 yukar\u0131 y\u00f6nl\u00fc potansiyelle 14.000 seviyesinde koruduklar\u0131n\u0131 dile getiren Cemal Demirta\u015f, \u201cEnflasyon muhasebesinin uygulanmaya ba\u015flamas\u0131 analist tahminlerinde belirsizlik yarat\u0131yor, bankalar ve d\u00f6viz fonksiyonel para birimine sahip \u015firketlerin bu uygulamaya tabi olmamas\u0131 nedeniyle piyasa k\u00e2rlar\u0131n\u0131n kar\u015f\u0131la\u015ft\u0131r\u0131labilir olmad\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. BIST-100 endeksinde i\u015flem g\u00f6ren hisseler MSCI Geli\u015fmekte Olan \u00dclkeler Endeksi\u2019ne k\u0131yasla y\u00fczde 44 iskontolu i\u015flem g\u00f6r\u00fcyor\u201d dedi.<\/p>\n

Piyasalara y\u00f6nelik risklere de de\u011finen Cemal Demirta\u015f, g\u00fc\u00e7l\u00fc T\u00fcrk Liras\u0131\u2019na y\u00f6nelik i\u015f d\u00fcnyas\u0131ndan gelen ele\u015ftiriler, rasyonel ekonomi politikalar\u0131n\u0131n terk edilmesi ihtimali, Orta Do\u011fu\u2019daki jeopolitik risklerin devam\u0131, i\u015fsizlik ve \u015firket iflaslar\u0131ndaki art\u0131\u015f ile enflasyon muhasebesinin k\u00e2rl\u0131l\u0131k \u00fczerinde yaratabilece\u011fi belirsizli\u011fin yak\u0131ndan takip edilmesi gereken ba\u015fl\u0131ca risk fakt\u00f6rleri oldu\u011funu vurgulad\u0131.<\/p>\n

\n

Hik\u00e2yesi ve g\u00fc\u00e7l\u00fc bilan\u00e7osu olan \u015firketleri tercih ettiklerini belirten Cemal Demirta\u015f, \u201c2024 y\u0131l\u0131nda takip etti\u011fimiz \u015firketlerde y\u00fczde 36,4 k\u00e2r d\u00fc\u015f\u00fc\u015f\u00fc beklerken, 2025 y\u0131l\u0131nda y\u00fczde 61,2 net k\u00e2r art\u0131\u015f\u0131 \u00f6ng\u00f6r\u00fcyoruz. 2024 y\u0131l\u0131 i\u00e7in banka d\u0131\u015f\u0131 \u015firketlerde y\u00fczde 33 net k\u00e2r daralmas\u0131, bankalarda ise y\u00fczde 19,1 net k\u00e2r d\u00fc\u015f\u00fc\u015f\u00fc tahmin etmekteyiz. 2025 y\u0131l\u0131nda ise banka d\u0131\u015f\u0131 \u015firketlerde y\u00fczde 37,1 net k\u00e2r b\u00fcy\u00fcmesi, bankalar i\u00e7in ise y\u00fczde 64,4 net k\u00e2r art\u0131\u015f\u0131 bekliyoruz\u201d dedi.<\/p>\n

Ata Yat\u0131r\u0131m taraf\u0131ndan \u00f6nerilen hisseler listesinde; Migros , Sabanc\u0131 Holding, \u015eok Marketler, T\u00fcpra\u015f , Turkcell, \u00dclker, Aksa Enerji, Alarko Holding, B\u0130M, Tav Havalimanlar\u0131 ve Tofa\u015f yer al\u0131yor.<\/p>\n<\/div>\n<\/p>\n

<\/p>\n

Kaynak :\u00a0https:\/\/www.bloomberght.com\/ata-yatirim-takibindeki-sirketlerde-yuzde-61-2-net-kr-buyumesi-bekliyor-3740686<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Ata Yat\u0131r\u0131m, Ocak 2025 Strateji Raporu’nda, ekonomideki normalle\u015fmenin devam etti\u011fini belirtti ve 2025’te takibinde olan \u015firketler i\u00e7in y\u00fczde 61,2 net k\u00e2r b\u00fcy\u00fcmesi bekledi\u011fini a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":25778,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[206,227,3048,1153,130],"manset":[],"class_list":["post-25777","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-banka","tag-enflasyon","tag-net-kar","tag-sirketler","tag-yatirim"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/25777","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=25777"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/25777\/revisions"}],"predecessor-version":[{"id":25779,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/25777\/revisions\/25779"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/25778"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=25777"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=25777"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=25777"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=25777"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}