{"id":57582,"date":"2024-01-23T18:33:45","date_gmt":"2024-01-23T15:33:45","guid":{"rendered":"https:\/\/www.turkishpost.net\/ar\/?p=57582"},"modified":"2024-01-23T18:33:45","modified_gmt":"2024-01-23T15:33:45","slug":"jpmorgan-4-turk-bankasini-negatif-izlemeye-aldi","status":"publish","type":"post","link":"https:\/\/www.turkishpost.net\/ar\/jpmorgan-4-turk-bankasini-negatif-izlemeye-aldi\/","title":{"rendered":"JPMorgan, 4 T\u00fcrk bankas\u0131n\u0131 negatif izlemeye ald\u0131"},"content":{"rendered":"

(The Turkish Post) –<\/strong> JPMorgan, 29 Ocak’ta ba\u015flayacak olan 2023 d\u00f6rd\u00fcnc\u00fc \u00e7eyrek mali sonu\u00e7 a\u00e7\u0131klama sezonuna temkinli yakla\u015ft\u0131klar\u0131n\u0131 ve Akbank, Garanti, \u0130\u015f Bankas\u0131 ile Yap\u0131 Kredi’yi ‘Negatif Kataliz\u00f6r \u0130zleme’ listesine ald\u0131klar\u0131n\u0131 bildirdi.<\/p>\n

JPMorgan analistleri Mehmet Sevim ve Samuel Goodacre taraf\u0131ndan haz\u0131rlanan raporda \u015fu ifadelere yer verildi:<\/p>\n

“T\u00fcrkiye’deki makroekonomik normalle\u015fme ve bunun sonucunda bankac\u0131l\u0131k sekt\u00f6r\u00fc i\u00e7in ortaya \u00e7\u0131kan olumlu uzun vadeli g\u00f6r\u00fcn\u00fcm bizi heyecanland\u0131r\u0131yor. T\u00fcrk \u00f6zel bankalar\u0131 i\u00e7in 2024 y\u0131l\u0131nda -%30 \u00f6zsermaye karl\u0131l\u0131\u011f\u0131 (ROE) \u00f6ng\u00f6r\u00fcyoruz ve enflasyon d\u00fc\u015fse bile bu seviyenin 2026’ya kadar s\u00fcrd\u00fcr\u00fclebilir kalaca\u011f\u0131n\u0131 bekliyoruz.<\/p>\n

Bununla birlikte, makro yeniden d\u00fczenlemenin maliyetinin banka bilan\u00e7olar\u0131 ve k\u00e2r\/zararlar\u0131n \u00fczerinden akmas\u0131yla, 2023 d\u00f6rd\u00fcnc\u00fc \u00e7eyrek ve 2024 birinci \u00e7eyrekte temel faaliyet e\u011filimlerinin k\u00f6t\u00fcle\u015fti\u011fini g\u00f6r\u00fcyoruz. \u00d6zellikle beklenenden daha y\u00fcksek marj bask\u0131lar\u0131 ve artan risk kar\u015f\u0131l\u0131klar\u0131 nedeniyle k\u0131sa vadede duyarl\u0131l\u0131\u011f\u0131 olumsuz etkileyece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n

Bankac\u0131l\u0131k endeksinin (XBANK) y\u00fczde 12 y\u00fckseldi\u011fi ve CEEMEA Financials’\u0131n yatay seyretti\u011fi g\u00fc\u00e7l\u00fc hisse fiyat\u0131 performans\u0131n\u0131 g\u00f6z \u00f6n\u00fcnde bulundurarak, 29 Ocak’ta ba\u015flayacak olan 2023 d\u00f6rd\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131na temkinli yakla\u015f\u0131yor ve Akbank, Garanti, \u0130\u015f Bankas\u0131 ve Yap\u0131 Kredi’yi ‘Negatif Kataliz\u00f6r \u0130zleme’ye yerle\u015ftiriyoruz”<\/p>\n

Bankalar i\u00e7in ‘hedef fiyat’lar\u0131n\u0131 a\u00e7\u0131klad\u0131<\/h4>\n

JPMorgan, Akbank i\u00e7in hedef fiyat\u0131n\u0131 42 TL’den 45 TL’ye y\u00fckseltti ve tavsiyesini “n\u00f6tr” olarak korudu. Garanti BBVA i\u00e7in ise, hedef fiyat\u0131n\u0131 73.5 TL, tavsiyesini “n\u00f6tr” olarak korurken; \u0130\u015f Bankas\u0131 i\u00e7in hedef fiyat\u0131n\u0131 26,2 TL’den 30 TL’ye y\u00fckseltti ve tavsiyesini “n\u00f6tr” olarak b\u0131rakt\u0131. Kurum, Yap\u0131 Kredi Bankas\u0131 i\u00e7in de hedef fiyat\u0131n\u0131 27 TL olarak a\u00e7\u0131klad\u0131; tavsiyesini n\u00f6tr olarak belirledi.<\/p>\n","protected":false},"excerpt":{"rendered":"

(The Turkish Post) – JPMorgan, 29 Ocak’ta ba\u015flayacak olan 2023 d\u00f6rd\u00fcnc\u00fc \u00e7eyrek mali sonu\u00e7 a\u00e7\u0131klama sezonuna temkinli yakla\u015ft\u0131klar\u0131n\u0131 ve Akbank, Garanti, \u0130\u015f Bankas\u0131 ile Yap\u0131 Kredi’yi ‘Negatif Kataliz\u00f6r \u0130zleme’ listesine ald\u0131klar\u0131n\u0131 bildirdi. JPMorgan analistleri Mehmet Sevim ve Samuel Goodacre taraf\u0131ndan haz\u0131rlanan raporda \u015fu ifadelere yer verildi: “T\u00fcrkiye’deki makroekonomik normalle\u015fme ve bunun sonucunda bankac\u0131l\u0131k sekt\u00f6r\u00fc i\u00e7in […]<\/p>\n","protected":false},"author":2,"featured_media":57584,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"jnews-multi-image_gallery":[],"jnews_single_post":{"source_name":"","source_url":"","via_name":"","via_url":"","override_template":"0","override":[{"template":"1","single_blog_custom":"","parallax":"1","fullscreen":"1","layout":"right-sidebar","sidebar":"default-sidebar","second_sidebar":"default-sidebar","sticky_sidebar":"1","share_position":"topbottom","share_float_style":"share-monocrhome","show_share_counter":"0","show_view_counter":"0","show_featured":"1","show_post_meta":"1","show_post_author":"0","show_post_author_image":"1","show_post_date":"1","post_date_format":"default","post_date_format_custom":"Y\/m\/d","show_post_category":"0","show_post_reading_time":"1","post_reading_time_wpm":"300","show_zoom_button":"1","zoom_button_out_step":"4","zoom_button_in_step":"4","show_post_tag":"1","show_prev_next_post":"0","show_popup_post":"1","number_popup_post":"2","show_author_box":"1","show_post_related":"1","show_inline_post_related":"0"}],"override_image_size":"0","image_override":[{"single_post_thumbnail_size":"crop-715","single_post_gallery_size":"crop-500"}],"trending_post":"0","trending_post_position":"meta","trending_post_label":"Trending","sponsored_post":"0","sponsored_post_label":"Sponsored by","sponsored_post_name":"","sponsored_post_url":"","sponsored_post_logo_enable":"0","sponsored_post_logo":"","sponsored_post_desc":"","disable_ad":"0"},"jnews_primary_category":{"id":"2","hide":""},"jnews_override_bookmark_settings":{"override_bookmark_button":"0","override_show_bookmark_button":"0"},"jnews_social_meta":{"fb_title":"","fb_description":"","fb_image":"","twitter_title":"","twitter_description":"","twitter_image":""},"jnews_override_counter":{"override_view_counter":"0","view_counter_number":"0","override_share_counter":"0","share_counter_number":"0","override_like_counter":"0","like_counter_number":"0","override_dislike_counter":"0","dislike_counter_number":"0"},"footnotes":""},"categories":[2,1],"tags":[13124,82,1422],"class_list":["post-57582","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","category-son-haberler","tag-4-turk-bankasini-negatif-izlemeye-aldi","tag-jpmorgan","tag-slider-manset"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/posts\/57582","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/comments?post=57582"}],"version-history":[{"count":0,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/posts\/57582\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/media\/57584"}],"wp:attachment":[{"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/media?parent=57582"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/categories?post=57582"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.turkishpost.net\/ar\/wp-json\/wp\/v2\/tags?post=57582"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}