{"id":37460,"date":"2025-01-01T18:58:05","date_gmt":"2025-01-01T18:58:05","guid":{"rendered":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/01\/01\/holding-sektoru-hisseleri-icin-2025-yili-beklentileri-aciklandi\/"},"modified":"2025-01-01T18:58:05","modified_gmt":"2025-01-01T18:58:05","slug":"holding-sektoru-hisseleri-icin-2025-yili-beklentileri-aciklandi","status":"publish","type":"post","link":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/2025\/01\/01\/holding-sektoru-hisseleri-icin-2025-yili-beklentileri-aciklandi\/","title":{"rendered":"Holding sekt\u00f6r\u00fc hisseleri i\u00e7in 2025 y\u0131l\u0131 beklentileri a\u00e7\u0131kland\u0131"},"content":{"rendered":"<p>2024 y\u0131l\u0131n\u0131 BIST 100 endeksinden hisse baz\u0131nda pozitif ayr\u0131\u015farak ge\u00e7iren Holding sekt\u00f6r\u00fc hisselerine dair beklentiler a\u00e7\u0131klanmaya devam ediyor. 2025 y\u0131l\u0131 strateji raporunu yay\u0131nlayan \u0130nfo Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e., Holding sekt\u00f6r\u00fc beklentilerini a\u00e7\u0131klad\u0131. \u0130\u015fte detaylar\u2026<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"576\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2024\/12\/borsa-4-1024x576.jpg\" alt=\"Havac\u0131l\u0131k sekt\u00f6r\u00fc hisseleri i\u00e7in 2025 y\u0131l\u0131 beklentileri a\u00e7\u0131kland\u0131 HABERLER, G\u00fcndemdekiler, Piyasa Haberleri, \u015eirket Haberleri Rota Borsa\" class=\"wp-image-257454\" title=\"2025 Bankac\u0131l\u0131k sekt\u00f6r\u00fc beklentileri ve hedef fiyatlar\u0131 12 HABERLER, G\u00fcndemdekiler, Piyasa Haberleri Rota Borsa\" \/><\/figure>\n<h2 class=\"wp-block-heading\">Halka a\u00e7\u0131k \u015firket haberleri<\/h2>\n<p>\u0130nfo Yat\u0131r\u0131m\u2019\u0131n Holding sekt\u00f6r\u00fc de\u011ferlendirmesi \u015fu \u015fekilde oldu;<\/p>\n<h3 class=\"wp-block-heading\">Holding Sekt\u00f6r\u00fc<\/h3>\n<p>\uf071 Riski da\u011f\u0131tan \u00e7e\u015fitlendirilmi\u015f portf\u00f6y da\u011f\u0131l\u0131mlar\u0131, piyasa de\u011ferlerinin net aktif de\u011ferlerini yans\u0131tmamas\u0131 ve 2025 y\u0131l\u0131nda i\u015ftiraklerinin sekt\u00f6rlerinde \u00f6ng\u00f6rd\u00fc\u011f\u00fcm\u00fcz potansiyel toparlanmalar ile holdinglerin se\u00e7ici olmak kayd\u0131yla \u00f6ne \u00e7\u0131kabilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. Konsens\u00fcs beklentilerin 2024 y\u0131l\u0131 Aral\u0131k ay\u0131nda yo\u011funla\u015ft\u0131\u011f\u0131 ilk faiz indirimi ile ba\u015flamas\u0131 beklenen faiz indirim d\u00f6ng\u00fcs\u00fc ile Holding i\u015ftiraklerinin faaliyet g\u00f6sterdi\u011fi sekt\u00f6rlerde taleplerde toparlanmalar takip edilebilir. \u00d6zellikle y\u00fcksek faiz ortam\u0131 ve krediye eri\u015fimdeki zorluklarla talebi zay\u0131f seyreden otomotiv ve beyaz e\u015fya gibi sekt\u00f6rler hem yurt i\u00e7i tarafta ba\u015flayacak faiz indirim s\u00fcreci hem de global tarafta halihaz\u0131rda ba\u015flam\u0131\u015f s\u00fcre\u00e7 ile 2025 y\u0131l\u0131nda iyile\u015fme g\u00f6sterebilir. <\/p>\n<div class=\"kanews-banner kanews-banner-single\">\n<div style=\"min-height:280px\" data-empower-zone=\"159899\" class=\"empower-ad\"><\/div>\n<\/div>\n<p>\uf071 \u00d6zellikle euro b\u00f6lgesinde enflasyonda kat edilen yol ve faiz indirimlerinin ba\u015flamas\u0131, holdinglerin ihracat\u0131 y\u00fcksek i\u015ftirakleri ve Avrupa\u2019n\u0131n \u00fclkemizin en \u00f6nemli ihracat pazar\u0131 olmas\u0131 nedeniyle \u00f6nem kazan\u0131yor. Bunlara ek olarak banka sahibi holdinglerin faiz indirim s\u00fcrecinin ba\u015flamas\u0131yla bankac\u0131l\u0131k sekt\u00f6r\u00fcne etkisiyle de 2025 y\u0131l\u0131nda olumlu etkilenmesi beklenebilir. \u00d6zetle 2025 y\u0131l\u0131nda holdinglerin i\u015ftiraklerinin finansallar\u0131ndaki toparlanma beklentileriyle \u00f6n plana \u00e7\u0131kabilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"576\" data-id=\"217755\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2024\/09\/kchol-2-1024x576.jpg\" alt=\"| Rota Borsa\" class=\"wp-image-217755\" title=\"Havac\u0131l\u0131k sekt\u00f6r\u00fc hisseleri i\u00e7in 2025 y\u0131l\u0131 beklentileri a\u00e7\u0131kland\u0131 13 HABERLER, G\u00fcndemdekiler, Piyasa Haberleri Rota Borsa\" \/><\/figure>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1280\" height=\"720\" data-id=\"209687\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2024\/09\/aghol.jpg\" alt=\"| Rota Borsa\" class=\"wp-image-209687\" title=\"| Rota Borsa\"><\/figure>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"576\" data-id=\"213164\" src=\"https:\/\/rotaborsa.com\/wp-content\/uploads\/2024\/09\/sahol-1024x576.jpg\" alt=\"| Rota Borsa\" class=\"wp-image-213164\" title=\"| Rota Borsa\" \/><\/figure>\n<\/figure>\n<p>\uf071 2025 y\u0131l\u0131nda holdinglerden, g\u00fc\u00e7l\u00fc ve \u015feffaf y\u00f6netim yap\u0131s\u0131, i\u015ftiraklerinden gelen finansallardaki toparlanma, \u00e7e\u015fitlendirilmi\u015f portf\u00f6y da\u011f\u0131l\u0131m\u0131 ile Ko\u00e7 Holding A.\u015e. (KCHOL)\u2019\u00fc, i\u015ftiraklerinden gelen finansallardaki iyile\u015fme ile Hac\u0131 \u00d6mer Sabanc\u0131 Holding A.\u015e. (SAHOL)\u2019\u00fc ve faaliyet g\u00f6sterdikleri sekt\u00f6rlerde 2025 y\u0131l\u0131nda da potansiyelli g\u00f6rd\u00fc\u011f\u00fcm\u00fcz ve talep esnekli\u011finden \u00e7ok fazla etkilenmeyen perakende ve i\u00e7ecek gibi sekt\u00f6rlerdeki g\u00fc\u00e7l\u00fc i\u015ftirakleriyle AG Anadolu Grubu Holding A.\u015e. (AGHOL)\u2019\u00fc takip ediyoruz.<\/p>\n<p>Kaynak: \u0130nfo Yat\u0131r\u0131m<\/p>\n<h3 class=\"wp-block-heading\">\u0130nfo Yat\u0131r\u0131m \u00c7ekincesi:<\/h3>\n<p><strong>Bu raporda yer alan her t\u00fcrl\u00fc bilgi, de\u011ferlendirme, yorum, istatistiki \u015fekil ve bilgiler haz\u0131rland\u0131\u011f\u0131 tarih itibari ile mevcut piyasa ko\u015fullar\u0131 ve g\u00fcvenirli\u011fine inan\u0131lan kaynaklardan elde edilerek derlenmi\u015ftir ve \u0130nfo Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e. taraf\u0131ndan genel bilgilendirme amac\u0131 ile haz\u0131rlanm\u0131\u015ft\u0131r. Sunulan bilgilerin do\u011frulu\u011fu ve bunlar\u0131n yat\u0131r\u0131m kararlar\u0131na uygunlu\u011fu taraf\u0131m\u0131zca garanti edilmemektedir. Bu bilgiler belli bir getirinin sa\u011flanmas\u0131na y\u00f6nelik olarak verilmemekte olup al\u0131m sat\u0131m karar\u0131n\u0131 destekleyebilecek yeterli bilgiler burada bulunmayabilir. Burada yer alan yorum ve tavsiyeler, yorum ve tavsiyede bulunanlar\u0131n ki\u015fisel g\u00f6r\u00fc\u015flerine dayanmaktad\u0131r. Herhangi bir yat\u0131r\u0131m arac\u0131n\u0131n al\u0131m-sat\u0131m \u00f6nerisi ya da getiri vaadi olarak yorumlanmamal\u0131d\u0131r. Bu g\u00f6r\u00fc\u015fler mali durumunuz ile risk ve getiri tercihlerinize uygun olmayabilir. Sadece burada yer alan bilgilere dayanarak yat\u0131r\u0131m karar\u0131 verilmesi beklentilerinize uygun sonu\u00e7lar do\u011furmayabilir. Bu nedenle bu sayfalarda yer alan bilgilerdeki hatalardan, eksikliklerden ya da bu bilgilere dayan\u0131larak yap\u0131lan i\u015flemlerden, yorum ve bilgilerin kullan\u0131lmas\u0131ndan do\u011facak her t\u00fcrl\u00fc maddi\/manevi zararlardan ve her ne \u015fekilde olursa olsun \u00fc\u00e7\u00fcnc\u00fc ki\u015filerin u\u011frayabilece\u011fi her t\u00fcrl\u00fc do\u011frudan ve\/veya dolayl\u0131 zararlardan dolay\u0131 \u0130nfo Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e. ile ba\u011fl\u0131 kurulu\u015flar\u0131, \u00e7al\u0131\u015fanlar\u0131, y\u00f6neticileri ve ortaklar\u0131 sorumlu tutulamaz. Burada yer alan yat\u0131r\u0131m bilgi, yorum ve tavsiyeleri yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 kapsam\u0131nda de\u011fildir.<\/strong><\/p>\n<h3 class=\"wp-block-heading\">Rota Borsa Yasal Uyar\u0131s\u0131<\/h3>\n<p><strong>Burada yer alan yat\u0131r\u0131m bilgi, yorum ve tavsiyeleri yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 kapsam\u0131nda de\u011fildir. Yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 hizmeti, arac\u0131 kurumlar, portf\u00f6y y\u00f6netim \u015firketleri, mevduat kabul etmeyen bankalar ile m\u00fc\u015fteri aras\u0131nda imzalanacak yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 s\u00f6zle\u015fmesi \u00e7er\u00e7evesinde sunulmaktad\u0131r. Burada yer alan yorum ve tavsiyeler, yorum ve tavsiyede bulunanlar\u0131n ki\u015fisel g\u00f6r\u00fc\u015flerine dayanmaktad\u0131r. Bu g\u00f6r\u00fc\u015fler, mali durumunuz ile risk ve getiri tercihlerinize uygun olmayabilir. Bu nedenle sadece burada yer alan bilgilere dayan\u0131larak yat\u0131r\u0131m karar\u0131 verilmesi beklentilerinize uygun sonu\u00e7lar do\u011furmayabilir<\/strong>.<\/p>\n<p><a href=\"https:\/\/t.me\/rotaborsa_halkaarz\" target=\"_blank\" rel=\"noreferrer noopener\"><strong><mark><mark style=\"background-color:#ffffff\" class=\"has-inline-color has-vivid-red-color\">Borsa ve halka arzlar ile ilgili geli\u015fmeleri en h\u0131zl\u0131 \u015fekilde \u00f6\u011frenmek ve Rotaborsa telegram hesab\u0131n\u0131 takip etmek i\u00e7in t\u0131klay\u0131n\u0131z<\/mark><\/mark><\/strong><\/a><\/p>\n<p><strong><em><a href=\"https:\/\/rotaborsa.com\/forum\/\" target=\"_blank\" rel=\"noreferrer noopener\"><mark><mark style=\"background-color:#ffffff\" class=\"has-inline-color has-vivid-cyan-blue-color\">ROTA BORSA FORUM \u00fczerinden t\u00fcm hisse senetlerinin hedef fiyat, haber, analiz ve yorumlar\u0131n\u0131 takip etmek ve yorumlar\u0131n\u0131z ile katk\u0131da bulunmak i\u00e7in t\u0131klay\u0131n\u0131z.<\/mark><\/mark><\/a><\/em><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>2024 y\u0131l\u0131n\u0131 BIST 100 endeksinden hisse baz\u0131nda pozitif ayr\u0131\u015farak ge\u00e7iren Holding sekt\u00f6r\u00fc hisselerine dair beklentiler a\u00e7\u0131klanmaya devam ediyor. 2025 y\u0131l\u0131 strateji raporunu yay\u0131nlayan \u0130nfo Yat\u0131r\u0131m Menkul De\u011ferler A.\u015e., Holding sekt\u00f6r\u00fc beklentilerini a\u00e7\u0131klad\u0131. \u0130\u015fte detaylar\u2026 Halka a\u00e7\u0131k \u015firket haberleri \u0130nfo Yat\u0131r\u0131m\u2019\u0131n Holding sekt\u00f6r\u00fc de\u011ferlendirmesi \u015fu \u015fekilde oldu; Holding Sekt\u00f6r\u00fc \uf071 Riski da\u011f\u0131tan \u00e7e\u015fitlendirilmi\u015f portf\u00f6y da\u011f\u0131l\u0131mlar\u0131, piyasa [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":37461,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-37460","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-borsa-haberleri"],"_links":{"self":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/37460","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/comments?post=37460"}],"version-history":[{"count":0,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/posts\/37460\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media\/37461"}],"wp:attachment":[{"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/media?parent=37460"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/categories?post=37460"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amazing-banzai.188-132-230-163.plesk.page\/index.php\/wp-json\/wp\/v2\/tags?post=37460"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}