\u00dclkenin en b\u00fcy\u00fck alt\u0131 bankas\u0131 art arda \u00fc\u00e7 \u00e7eyreklik d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan 15 analistin kat\u0131ld\u0131\u011f\u0131 Bloomberg anketinden \u00e7\u0131kan medyan tahminine g\u00f6re ilk \u00e7eyreklik kar art\u0131\u015f\u0131n\u0131 a\u00e7\u0131klayacak. Bununla da kalmayarak 2020\u2019de hisse ba\u015f\u0131na d\u00fc\u015fen kar art\u0131\u015f\u0131 muhtemelen Rusya\u2019dan G\u00fcney Afrika\u2019ya kadar di\u011fer geli\u015fen piyasalar\u0131 geride b\u0131rakacak.<\/p>\n

Bloomberg Intelligence analisti Tomasz Noetzel, e-posta notunda \u201cNet marj art\u0131\u015f\u0131, kredi talebindeki s\u0131\u00e7rama ve d\u00fc\u015f\u00fck kar\u015f\u0131l\u0131klar g\u00fc\u00e7l\u00fc ivmenin arkas\u0131ndaki unsurlar. Riskler var ve toparlanman\u0131n derecesi i\u00e7 siyasete ve jeopolitik gerginliklere ba\u011fl\u0131 olacak.\u201d dedi.<\/p>\n

Geriye d\u00f6n\u00fc\u015f, g\u00f6sterge faizi enflasyonun alt\u0131na \u00e7eken faiz indirimleri serisinin ard\u0131ndan geldi. Merkez Bankas\u0131, 2019\u2019un ba\u015flar\u0131nda kredilerde ya\u015fanan daralman\u0131n ard\u0131ndan kredi ak\u0131\u015f\u0131n\u0131 sa\u011flamak i\u00e7in ba\u015fka tedbirler de ald\u0131. S\u00f6z konusu \u00f6nlemler i\u015fe yarad\u0131. BDDK verilerine g\u00f6re t\u00fcketici bor\u00e7lanmas\u0131 d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte y\u00fczde 10, ticari bor\u00e7lar y\u00fczde 4 artt\u0131.<\/p>\n

\u0130yimser g\u00f6r\u00fcn\u00fcm bankac\u0131l\u0131k hisselerine de yans\u0131d\u0131. 12 bankan\u0131n bulundu\u011fu\u00a0Borsa\u00a0\u0130stanbul (BIST) Bankac\u0131l\u0131k Endeksi bu y\u0131l y\u00fczde 14 artt\u0131. BIST 100 Endeksi\u2018<\/a>yse y\u00fczde 7.9 y\u00fckselerek Nijerya\u2019dan sonra en iyi performans\u0131 g\u00f6sterdi.<\/p>\n

\u00dclkenin \u00fc\u00e7 b\u00fcy\u00fck \u00f6zel bankas\u0131 olan Garanti Bankas\u0131, Akbank ve \u0130\u015f Bankas\u0131\u2019nda TL kredilerindeki art\u0131\u015f\u0131n bu y\u0131l y\u00fczde 15ten fazla olmas\u0131 bekleniyor. Tahsili gecikmi\u015f alacaklar\u0131n da dengelenmesi bekleniyor.<\/p>\n

Garanti Bankas\u0131 30 Ocak\u2019ta bilan\u00e7o a\u00e7\u0131klayacak. Bir sonraki g\u00fcn ise Akbank\u2019\u0131n finansallar\u0131 gelecek. Yap\u0131 Kredi Bankas\u0131, Vak\u0131flar Bankas\u0131 ve Halk Bankas\u0131 da takip edecek.<\/p>\n

BGC Partners bankac\u0131l\u0131k analisti \u00c7a\u011fda\u015f Do\u011fan, \u201cHalkbank, Vak\u0131fbank ve \u0130\u015f Bankas\u0131\u2019n\u0131n sonu\u00e7lar\u0131 bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re g\u00fc\u00e7l\u00fc kar art\u0131\u015f\u0131yla iyi y\u00f6nde dikkat \u00e7ekecek. Bunda g\u00fc\u00e7l\u00fc net faiz marj\u0131 art\u0131\u015f\u0131 ve g\u00f6rece d\u00fc\u015f\u00fck risk maliyeti etkili olacak. Ancak \u0130\u015f Bankas\u0131 i\u00e7in kar art\u0131\u015f\u0131 esas olarak daha d\u00fc\u015f\u00fck kar\u015f\u0131lama oran\u0131 kaynakl\u0131 olacak.\u201d dedi.<\/p>\n

Yap\u0131 Kredi\u2019nin negatif olarak \u00f6ne \u00e7\u0131kaca\u011f\u0131n\u0131 s\u00f6yleyen Do\u011fan, \u201c\u00f6nemli miktarda TGA temizleme ve kar\u015f\u0131l\u0131k art\u0131r\u0131m\u0131n\u0131\u201d i\u015faret etse de bankan\u0131n kilit \u00f6nemdeki di\u011fer g\u00f6stergelerinin di\u011ferlerine paralel olaca\u011f\u0131n\u0131 ifade etti.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u00dclkenin en b\u00fcy\u00fck alt\u0131 bankas\u0131 art arda \u00fc\u00e7 \u00e7eyreklik d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan 15 analistin kat\u0131ld\u0131\u011f\u0131 Bloomberg anketinden \u00e7\u0131kan medyan tahminine g\u00f6re…<\/p>\n","protected":false},"author":2,"featured_media":27289,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4595],"tags":[67],"yoast_head":"\n