{"id":6947,"date":"2024-07-23T13:12:05","date_gmt":"2024-07-23T13:12:05","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=6947"},"modified":"2024-07-23T13:12:05","modified_gmt":"2024-07-23T13:12:05","slug":"morgan-turk-bankalarinda-hedef-dusurdu","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2024\/07\/23\/morgan-turk-bankalarinda-hedef-dusurdu\/","title":{"rendered":"Morgan, T\u00fcrk bankalar\u0131nda hedef d\u00fc\u015f\u00fcrd\u00fc"},"content":{"rendered":"
\n

Morgan Stanley, d\u00f6rt T\u00fcrk bankas\u0131nda hedef fiyatlar\u0131 a\u015fa\u011f\u0131 \u00e7ekerken, iki bankada da tavsiyelerini d\u00fc\u015f\u00fcrd\u00fc.<\/p>\n

Nida \u0130qbal, Weronika Lurka ve Fredrik N. Nyh imzal\u0131 22 Temmuz tarihli analizde T\u00fcrk bankalar\u0131nda ikinci \u00e7eyrek bilan\u00e7olar\u0131n\u0131n Mart ay\u0131nda gelen 500 baz puanl\u0131k faiz art\u0131\u015f\u0131n\u0131n etkisiyle y\u00fcksek fonlama maliyetleri dolay\u0131s\u0131yla bask\u0131lanaca\u011f\u0131n\u0131 s\u00f6yleyen kurum banka y\u00f6netimlerinin ikinci \u00e7eyrekte marjlara ili\u015fkin y\u00f6nlendirmelerinin de kritik olaca\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n

Kurum, Akbank’ta hedef fiyat\u0131n\u0131 96 TL’den 95 TL’ye indirdi. Garanti BBVA i\u00e7in hedef fiyat 160 TL’den 157 TL’ye \u00e7ekilirken, tavsiye de a\u011f\u0131rl\u0131k \u00fcst\u00fc seviyesinden e\u015fit a\u011f\u0131rl\u0131k seviyesine indirildi. Kurum, \u0130\u015f Bankas\u0131’n\u0131n hedef fiyat\u0131n\u0131 23,70’den 21 TL’ye, tavsiyesini e\u015fit a\u011f\u0131rl\u0131k seviyesinden a\u011f\u0131rl\u0131k azalt seviyesine d\u00fc\u015f\u00fcrd\u00fc. Yap\u0131 Kredi’de hedef fiyat ise 48,50 TL’den 44 TL’ye revize edildi.<\/p>\n<\/div>\n

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Kurumun raporunda \u00f6ne \u00e7\u0131kan saptamalar aras\u0131nda Mart ay\u0131ndaki 500 baz puanl\u0131k art\u0131\u015f sonras\u0131nda daha y\u00fcksek fonlama maliyetleri dolay\u0131s\u0131yla swap maliyetleri dahil net faiz marj\u0131n\u0131n \u00e7eyreklik olarak 107 baz puan d\u00fc\u015fmesi y\u00f6n\u00fcndeki beklenti \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n

Kurum, bu \u00e7eyrekte swaplara daha \u00e7ok maruziyeti olan Yap\u0131 kredi ve \u0130\u015f Bankas\u0131 gibi bankalar\u0131n ikinci \u00e7eyrekte daha y\u00fcksek marj bask\u0131lar\u0131yla kar\u015f\u0131 kar\u015f\u0131ya kalabilece\u011fini s\u00f6yledi.<\/p>\n

\u00dccretlerin g\u00fc\u00e7l\u00fc oldu\u011funu ve net provizyonlar\u0131n toparlanmalarla desteklendi\u011fini s\u00f6yleyen Morgan Stanley analistleri Garanti ve Akbank’\u0131n net gelirlerinde ortalama y\u00fczde 18’lik, Yap\u0131 Kredi ve \u0130\u015f Bankas\u0131’nda ise y\u00fczde 28’lik d\u00fc\u015f\u00fc\u015f \u00f6ng\u00f6rd\u00fc.<\/p>\n<\/div>\n

\n
\n\n\n\n\n\n\n\n
Banka<\/strong><\/td>\nEski hedef fiyat (TL)<\/strong><\/td>\nYeni hedef fiyat (TL)<\/strong><\/td>\n<\/tr>\n
Akbank<\/td>\n96<\/td>\n95<\/td>\n<\/tr>\n
Garanti BBVA<\/td>\n160<\/td>\n157<\/td>\n<\/tr>\n
\u0130\u015f Bankas\u0131<\/td>\n23,70<\/td>\n21<\/td>\n<\/tr>\n
Yap\u0131 Kredi<\/td>\n48,50<\/td>\n44<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div><\/div>\n<\/p>\n

<\/p>\n

Kaynak :\u00a0https:\/\/www.bloomberght.com\/morgan-turk-bankalarinda-hedef-dusurdu-2357038<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Morgan Stanley, analiz etti\u011fi d\u00f6rt T\u00fcrk bankas\u0131nda hedef fiyatlar\u0131 d\u00fc\u015f\u00fcrd\u00fc. Kurum, Garanti BBVA pozisyonunda k\u00e2r al\u0131m\u0131 yapt\u0131\u011f\u0131n\u0131 s\u00f6ylerken, \u0130\u015f Bankas\u0131 i\u00e7in tavsiyesini de a\u011f\u0131rl\u0131k azalt seviyesine indirdi.<\/p>\n","protected":false},"author":1,"featured_media":6948,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[206,218,944,534],"manset":[],"class_list":["post-6947","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-banka","tag-ceyrek","tag-hedef-fiyat","tag-kurum"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/6947","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=6947"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/6947\/revisions"}],"predecessor-version":[{"id":6949,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/6947\/revisions\/6949"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/6948"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=6947"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=6947"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=6947"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=6947"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}