JP Morgan'dan Türk hisse senetleri için tavsiye

25 Ocak 2017 03:20

JP Morgan Türkiye hisse senetleri için "ağırlığı azalt" tavsiyesi verdi. JP Morgan Gelişen Piyasalar stratejisti David Aserkoff, "Zayıflayan büyüme, TL'deki zayıflama ve artan tahvil getirileri henüz şirket karlarında fiyatlanmadı. Merkez Bankası faiz artırsa ve TL'deki düşüşü durdursa da "ağırlığı azalt" tavsiyemizi değiştirmezdik" dedi

BloombergHT'de yer alan habere göre, JP Morgan "Küresel Gelişmekte Olan Piyasalar Hisse Senedi Araştırma" biriminin kaleme aldığı "Gelişmekte Olan Piyasalar Hisse Senedi Stratejisi" notunun Türkiye kısmında, JP Morgan'ın Türkiye görüşünün "ağırlığı azalt" konumunda olduğu belirtildi.

"Türk lirasının istikrar kazanacağından şüpheliyiz"

JPMorgan stratejisti Aserkoff, "Türkiye gelişmekte olan piyasalara (GOP) göre yıl başından bu yana yüzde 6, 2016'nın 3. çeyreğinden bu yana yüzde 15 daha düşük getiri sağladı. Türk lirasında son dönemde yaşanan düşüş, Türkiye'deki yerel endeks yıl başından bu yana yükselmiş olsa dahi, Türkiye'nin GOP'a göre hisse senedi performansını zedeledi. Sabit getirili menkul kıymet piyasaları TCMB'nin sert biçimde faiz artırmasını bekliyor (3 aylık LIBOR oranı yüzde 10.75, haftalık repo faizi yüzde 8). Merkez bunu gerçekleştirene kadar Türk lirasının istikrar kazanacağından şüpheliyiz" yorumunda bulundu.

Aserkoff, "Türk lirasındaki düşüş özel sektörün kısa Döviz pozisyonunu daha da kötüleştiriyor ve 2016'nın 4. çeyreğinde hatta 2017'nin 1. çeyreğinde zarar yazılabilir. Türkiye ekonomisi 2016'nın 3. çeyreğinde yüzde 1.8 küçüldü, bu büyük bir düşüş. Bu düşüşün bir kısmı darbe girişimi ve sonrasında uzatılan dini tatil ile açıklanabilir oılsa da, düşüşün bir kısmının yavaşlayan ivmenin bir fonksiyonu olduğunu düşünüyoruz. JP Morgan Türkiye ekonomisinin 2018 yılında, piyasa beklentisinin oldukça altında, yüzde 1.8 büyüyeceğini tahmin ediyor. Hisse senedi stratejisi olarak, tahvil getirilerinde son dönemde yaşanan artışlar, Dövizdeki yükseliş ve artan enerji fiyatlarıyla risklerin aşağı yönlü olduğunu görüyoruz" dedi.

Raporda şu ifadelere yer verildi:

"Türkiye hisse senetleri piyasasının değerlemelerine baktık ve ilgi çekici biçimde ucuz bulmuyoruz. Zayıflayan büyüme, Türk lirasındaki zayıflama ve artan tahvil getirileri henüz şirket karlarında fiyatlanmadı. TCMB faiz artırsa ve Türk lirasındaki düşüşü durdursa da "ağırlığı azalt" tavsiyemizi değiştirmezdik"

Mahfi Eğilmez: Faizin de, kurun da birlikte arttığı dünyadaki tek ülkeyiz!

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T\u0026uuml;rk lirasında son d\u0026ouml;nemde yaşanan d\u0026uuml;ş\u0026uuml;ş, T\u0026uuml;rkiye\u0026#39;deki yerel endeks yıl başından bu yana y\u0026uuml;kselmiş olsa dahi, T\u0026uuml;rkiye\u0026#39;nin GOP\u0026#39;a g\u0026ouml;re hisse senedi performansını zedeledi. Sabit getirili menkul kıymet piyasaları\u0026nbsp;TCMB\u0026#39;nin sert bi\u0026ccedil;imde faiz artırmasını bekliyor (3 aylık LIBOR oranı y\u0026uuml;zde 10.75, haftalık repo faizi y\u0026uuml;zde 8). Merkez bunu ger\u0026ccedil;ekleştirene kadar T\u0026uuml;rk lirasının istikrar kazanacağından ş\u0026uuml;pheliyiz\u0026quot; yorumunda bulundu.\u003c/p\u003e\r\r\u003cp\u003eAserkoff, \u0026quot;T\u0026uuml;rk lirasındaki d\u0026uuml;ş\u0026uuml;ş \u0026ouml;zel sekt\u0026ouml;r\u0026uuml;n kısa\u0026nbsp;D\u0026ouml;viz\u0026nbsp;pozisyonunu daha da k\u0026ouml;t\u0026uuml;leştiriyor ve 2016\u0026#39;nın 4. \u0026ccedil;eyreğinde hatta 2017\u0026#39;nin 1. \u0026ccedil;eyreğinde zarar yazılabilir. T\u0026uuml;rkiye ekonomisi 2016\u0026#39;nın 3. \u0026ccedil;eyreğinde y\u0026uuml;zde 1.8 k\u0026uuml;\u0026ccedil;\u0026uuml;ld\u0026uuml;, bu b\u0026uuml;y\u0026uuml;k bir d\u0026uuml;ş\u0026uuml;ş. Bu d\u0026uuml;ş\u0026uuml;ş\u0026uuml;n bir kısmı darbe girişimi ve sonrasında uzatılan dini tatil ile a\u0026ccedil;ıklanabilir oılsa da, d\u0026uuml;ş\u0026uuml;ş\u0026uuml;n bir kısmının yavaşlayan ivmenin bir fonksiyonu olduğunu d\u0026uuml;ş\u0026uuml;n\u0026uuml;yoruz. JP Morgan T\u0026uuml;rkiye ekonomisinin 2018 yılında, piyasa beklentisinin olduk\u0026ccedil;a\u0026nbsp;altında, y\u0026uuml;zde 1.8 b\u0026uuml;y\u0026uuml;yeceğini tahmin ediyor. Hisse senedi stratejisi olarak, tahvil getirilerinde son d\u0026ouml;nemde yaşanan artışlar,\u0026nbsp;D\u0026ouml;vizdeki y\u0026uuml;kseliş ve artan enerji fiyatlarıyla risklerin aşağı y\u0026ouml;nl\u0026uuml; olduğunu g\u0026ouml;r\u0026uuml;yoruz\u0026quot; dedi.\u003c/p\u003e\r\r\u003cp\u003e\u003cstrong\u003eRaporda şu ifadelere yer verildi:\u003c/strong\u003e\u003c/p\u003e\r\r\u003cp\u003e\u0026quot;\u003cem\u003eT\u0026uuml;rkiye hisse senetleri piyasasının değerlemelerine baktık ve ilgi \u0026ccedil;ekici bi\u0026ccedil;imde ucuz bulmuyoruz. Zayıflayan b\u0026uuml;y\u0026uuml;me, T\u0026uuml;rk lirasındaki zayıflama ve artan tahvil getirileri hen\u0026uuml;z şirket karlarında fiyatlanmadı.\u0026nbsp;TCMB\u0026nbsp;faiz artırsa ve T\u0026uuml;rk lirasındaki d\u0026uuml;ş\u0026uuml;ş\u0026uuml; durdursa da \u0026quot;ağırlığı azalt\u0026quot; tavsiyemizi değiştirmezdik\u0026quot;\u003c/em\u003e\u003c/p\u003e\r\r\u003cp\u003e\u003cstrong\u003eMahfi Eğilmez: Faizin de, kurun da birlikte arttığı d\u0026uuml;nyadaki tek \u0026uuml;lkeyiz!\u003c/strong\u003e\u003c/p\u003e\r\r\u003cp\u003e\u003ciframe allowfullscreen=\"true\" frameborder=\"0\" height=\"360\" mozallowfullscreen=\"true\" scrolling=\"no\" src=\"https://cdn00.vidyomani.com/c/8/0/0/mahfi-egilmez-faizin-de-kurun-da-birlikte-arttigi-dunyadaki-tek-ulkeyiz/index.html\" webkitallowfullscreen=\"true\" width=\"640\"/\u003e\u003c/p\u003e\r"])</script><script>self.__next_f.push([1,"6:[\"$\",\"div\",null,{\"className\":\"max-w-5xl xl:max-w-7xl mx-auto mb-12 py-4 overflow-hidden 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