MARKET WATCH (SEKER YATIRIM) OUTLOOK: THE BIST100 INDEX STARTED MONDAY ON A POSITIVE TREND, YET FAILED TO MAINTAIN ITS STRENGTH, CLOSING AT 9,626.56, DOWN 1.01%. THE DECLINE CAME FROM RISING SALES THROUGHOUT THE DAY. THE INDUSTRIAL INDEX LOST 0.83% AND THE BANKING INDEX FELL 1.56%, WHEREBY THE CORRECTION AT THE BIST, WHICH STARTED NEAR 10,250, CONTINUES. INTEREST RATE CUT EXPECTATIONS FROM THE CBRT MEETING THIS THURSDAY, VARYING BETWEEN 100-250 BPS, AND THE POSSIBILITY THAT THERE WILL NOT BE A 250 BPS DISCOUNT AS PREVIOUSLY PRICED-IN AT BIST, PROMPT CONTINUED SALES AT THE BOURSE. DEPENDING ON INTEREST RATE CUT EXPECTATIONS, THE POSSIBILITY OF RECOVERY COMING LATER THAN EXPECTED BOTH GLOBALLY AND DOMESTICALLY CURBS RISK APPETITE AND INCREASES SALES PRESSURE ON THE BIST. ON THE GLOBAL FRONT YESTERDAY, AHEAD OF THE CHRISTMAS HOLIDAY, U.S. STOCK MARKETS WERE BULLISH AND EUROPEAN COUNTERPARTS WERE MIXED. TODAY, THE U.S. STOCK MARKETS AND SOME EUROPEAN BOURSES WILL SEE HALF-DAY TRADING, WHILE OTHER EUROPEAN BOURSES WILL BE CLOSED FOR A FULL DAY FOR CHRISTMAS. ASIAN STOCK MARKETS ARE MIXED THIS MORNING, AND WE OBSERVE NEGATIVE U.S. FUTURES AND GERMAN DAX FUTURES. WE EXPECT TRANSACTIONS ON FUTURES EXCHANGES TO HAVE LIMITED VOLUME AND SOME VOLATILITY DUE TO THE 3-DAY CHRISTMAS HOLIDAY. THE VIOP30 INDEX COMPLETED THE EVENING SESSION UP 0.03%. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START TUESDAY WITH REACTION BUYING, AND CONTINUE ITS FLUCTUATING COURSE THEREAFTER IF SELLING PRESSURE CONTINUES. SUPPORT: 9,500 - 9,400 RESISTANCE: 9,750 - 9,850. SEKER YATIRIM MENKUL DEGERLER A.S. WWW.SEKERYATIRIM.COM.TR *** YASAL UYARI BURADA YER ALAN YATIRIM BILGI, YORUM VE TAVSIYELER YATIRIM DANISMANLIGI KAPSAMINDA DEGILDIR.YATIRIM DANISMANLIGI HIZMETI ARACI KURUMLAR, PORTFOY YONETIM SIRKETLERI, MEVDUAT KABUL ETMEYEN BANKALAR ILE MUSTERI ARASINDA IMZALANACAK YATIRIM DANISMANLIGI SOZLESMESI CERCEVESINDE SUNULMAKTADIR.BURADA YER ALAN YORUM VE TAVSIYELER, YORUM VE TAVSIYEDE BULUNANLARIN KISISEL GORUSLERINE DAYANMAKTADIR.BU GORUSLER MALI DURUMUNUZ ILE RISK VE GETIRI TERCIHLERINIZE UYGUN OLMAYABILIR.BU NEDENLE, SADECE BURADA YER ALAN BILGILERE DAYANILARAK YATIRIM KARARI VERILMESI BEKLENTILERINIZE UYGUN SONUCLAR DOGURMAYABILIR. 24.12.2024 09:32:54