{"status":true,"post":{"id":32997,"user_id":23,"status":1,"type":1,"orde":null,"notification_type":3,"static_post":0,"published_at":"2022-10-24 21:15:39","created_at":"2022-05-19T21:00:00.000000Z","updated_at":"2022-10-24T18:15:39.000000Z","edited_at":"2024-12-17 22:35:21","source_id":null,"post_id":32997,"is_featured":0,"title":"Reel sekt\u00f6r d\u00f6viz pozisyonlar\u0131 geli\u015fimi","slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"home_title":null,"sub_title":null,"category_id":73,"description":null,"content":"  \t\t\t\t\t  \t\t\t\t\t<p style=\"text-align: right;\"><span class=\"large\"><strong>H\u0130KMET BAYDAR<\/strong><\/span><br><span class=\"large\"> <strong><\/strong><\/span><\/p>  <p><span class=\"large\">T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) taraf\u0131ndan a\u00e7\u0131klanan finansal kesim d\u0131\u015f\u0131ndaki firmalar\u0131n d\u00f6viz varl\u0131k ve y\u00fck\u00fcml\u00fcl\u00fckleri tablosuna g\u00f6re, reel sekt\u00f6r\u00fcn 2021 Aral\u0131k ay\u0131 verileriyle, en son a\u00e7\u0131klanan 2022 \u015eubat ay\u0131 verilerini kar\u015f\u0131la\u015ft\u0131rd\u0131k. Yapt\u0131\u011f\u0131m\u0131z analizi de sizlerle payla\u015fmak istedik. Bu sayede reel sekt\u00f6r\u00fcn d\u00f6viz pozisyonlar\u0131nda de\u011fi\u015fiklikleri birlikte g\u00f6rm\u00fc\u015f olaca\u011f\u0131z.<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> S\u00f6z konusu tabloya g\u00f6re, reel sekt\u00f6r\u00fcn 2021 Aral\u0131k ay\u0131nda d\u00f6viz cinsi varl\u0131k toplam\u0131 158.902 milyon dolardan 2022 \u015eubat ay\u0131nda 156.588 milyon dolara geriledi. Bu d\u00fc\u015f\u00fc\u015f\u00fcn sebebi, ihracat alacaklar\u0131n\u0131n 33.734 milyon dolardan 31.226 milyon dolara d\u00fc\u015fmesidir. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> \u015eirketlerin d\u00f6viz cinsi mevduatlar\u0131 s\u00f6z konusu d\u00f6nemin ba\u015f\u0131 ve sonu aras\u0131nda \u00f6nemli bir de\u011fi\u015fim g\u00f6stermedi. D\u00f6nem ba\u015f\u0131nda 100.709 milyon dolarken, d\u00f6nem sonunda 100.519 milyon dolara geriledi.<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Bu veriler \u0131\u015f\u0131\u011f\u0131nda, reel kesimin d\u00f6viz cinsi alacaklar\u0131nda azal\u0131\u015f d\u0131\u015f\u0131nda varl\u0131klar\u0131 hemen hemen ayn\u0131.<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> <strong>KISA VADEL\u0130 NET D\u00d6V\u0130Z POZ\u0130SYONU <\/strong><\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Gelelim reel sekt\u00f6r\u00fcn d\u00f6viz cinsi y\u00fck\u00fcml\u00fcl\u00fcklerindeki de\u011fi\u015fime. D\u00f6nem ba\u015f\u0131nda 273.855 milyon dolar olan d\u00f6viz cinsi y\u00fck\u00fcml\u00fcl\u00fckler d\u00f6nem sonunda 276.513 milyon dolara y\u00fckseldi. Di\u011fer kalemlerde \u00f6nemli bir de\u011fi\u015fiklik olmazken, ithalat bor\u00e7lar\u0131nda 32.226 milyon dolardan 34.931 milyon dolara bir art\u0131\u015f ger\u00e7ekle\u015fti. Nakdi kredilerde de\u011fer hemen hemen ayn\u0131 kald\u0131.<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Bir yandan ihracat alacaklar\u0131 azal\u0131rken, di\u011fer yandan ithalat bor\u00e7lar\u0131 artan reel sekt\u00f6rde net d\u00f6viz pozisyonu -114.953 milyon dolardan -119.924 milyon dolara y\u00fckselerek a\u00e7\u0131k vermeye devam etti.<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> K\u0131sa vadeli varl\u0131klar 135.703 milyon dolardan 132.957 milyon dolara gerilerken, k\u0131sa vadeli y\u00fck\u00fcml\u00fcl\u00fckler 75.290 milyon dolardan 80.327 milyon dolara y\u00fckseldi. Bu nedenle, k\u0131sa vadeli net d\u00f6viz pozisyonu net 60.413 milyon dolardan 52.630 milyon dolara geriledi.<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> <strong>REEL SEKT\u00d6R\u00dcN KANAAT\u0130<\/strong><\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Sonu\u00e7 olarak; 2021 Aral\u0131k ay\u0131na g\u00f6re 2022 \u015eubat ay\u0131nda reel sekt\u00f6r\u00fcn d\u00f6viz a\u00e7\u0131\u011f\u0131 ithalat\/ihracat \u00f6deme tahsilat de\u011fi\u015fimi nedeniyle net d\u00f6viz pozisyonu 5 milyar dolar daha fazla a\u00e7\u0131k verdi. Gerek kredi gerekse mevduat yap\u0131s\u0131nda bir de\u011fi\u015fiklik s\u00f6z konusu de\u011fil. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Ancak 52 milyar dolar k\u0131sa vadeli fazla pozisyon, reel sekt\u00f6r\u00fcn d\u00f6vizin d\u00fc\u015fece\u011fine inanc\u0131n\u0131n olmad\u0131\u011f\u0131n\u0131, y\u00fckseli\u015fin devam edebilece\u011fi kanaatinde oldu\u011funu g\u00f6steriyor. Aksi halde d\u00fc\u015f\u00fck getiriyle d\u00f6viz pozisyonu ta\u015f\u0131mak yerine y\u00fcksek getirili devlet tahvillerini tercih ederlerdi diye d\u00fc\u015f\u00fcn\u00fcyoruz.<\/span><\/p>  \t\t\t\t","slug":"reel-sektor-doviz-pozisyonlari-gelisimi","tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"Reel sekt\u00f6r d\u00f6viz pozisyonlar\u0131 geli\u015fimi","meta_description":"H\u0130KMET BAYDAR","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"view_count":1081,"cropped_1200x675":null,"user":{"id":23,"name":"H\u0130KMET","surname":"BAYDAR","email":"hikmet-baydar@gmail.com","slug":"hikmet-baydar","avatar":"\/front\/uploads\/avatar\/1733691600m8IdzrjJsMVvSMC.webp","status":1,"role":1,"email_verified_at":null,"orde":null,"created_at":"2022-10-19T14:42:06.000000Z","updated_at":"2024-12-18T09:49:02.000000Z","seo_title":null,"seo_description":null},"translations":[{"id":33096,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":32997,"locale":"tr","category_id":73,"title":"Reel sekt\u00f6r d\u00f6viz pozisyonlar\u0131 geli\u015fimi","home_title":null,"sub_title":null,"slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"subtitleuse":0,"description":null,"content":"  \t\t\t\t\t  \t\t\t\t\t<p style=\"text-align: right;\"><span class=\"large\"><strong>H\u0130KMET BAYDAR<\/strong><\/span><br><span class=\"large\"> <strong><\/strong><\/span><\/p>  <p><span class=\"large\">T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB) taraf\u0131ndan a\u00e7\u0131klanan finansal kesim d\u0131\u015f\u0131ndaki firmalar\u0131n d\u00f6viz varl\u0131k ve y\u00fck\u00fcml\u00fcl\u00fckleri tablosuna g\u00f6re, reel sekt\u00f6r\u00fcn 2021 Aral\u0131k ay\u0131 verileriyle, en son a\u00e7\u0131klanan 2022 \u015eubat ay\u0131 verilerini kar\u015f\u0131la\u015ft\u0131rd\u0131k. Yapt\u0131\u011f\u0131m\u0131z analizi de sizlerle payla\u015fmak istedik. Bu sayede reel sekt\u00f6r\u00fcn d\u00f6viz pozisyonlar\u0131nda de\u011fi\u015fiklikleri birlikte g\u00f6rm\u00fc\u015f olaca\u011f\u0131z.<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> S\u00f6z konusu tabloya g\u00f6re, reel sekt\u00f6r\u00fcn 2021 Aral\u0131k ay\u0131nda d\u00f6viz cinsi varl\u0131k toplam\u0131 158.902 milyon dolardan 2022 \u015eubat ay\u0131nda 156.588 milyon dolara geriledi. Bu d\u00fc\u015f\u00fc\u015f\u00fcn sebebi, ihracat alacaklar\u0131n\u0131n 33.734 milyon dolardan 31.226 milyon dolara d\u00fc\u015fmesidir. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> \u015eirketlerin d\u00f6viz cinsi mevduatlar\u0131 s\u00f6z konusu d\u00f6nemin ba\u015f\u0131 ve sonu aras\u0131nda \u00f6nemli bir de\u011fi\u015fim g\u00f6stermedi. D\u00f6nem ba\u015f\u0131nda 100.709 milyon dolarken, d\u00f6nem sonunda 100.519 milyon dolara geriledi.<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Bu veriler \u0131\u015f\u0131\u011f\u0131nda, reel kesimin d\u00f6viz cinsi alacaklar\u0131nda azal\u0131\u015f d\u0131\u015f\u0131nda varl\u0131klar\u0131 hemen hemen ayn\u0131.<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> <strong>KISA VADEL\u0130 NET D\u00d6V\u0130Z POZ\u0130SYONU <\/strong><\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Gelelim reel sekt\u00f6r\u00fcn d\u00f6viz cinsi y\u00fck\u00fcml\u00fcl\u00fcklerindeki de\u011fi\u015fime. D\u00f6nem ba\u015f\u0131nda 273.855 milyon dolar olan d\u00f6viz cinsi y\u00fck\u00fcml\u00fcl\u00fckler d\u00f6nem sonunda 276.513 milyon dolara y\u00fckseldi. Di\u011fer kalemlerde \u00f6nemli bir de\u011fi\u015fiklik olmazken, ithalat bor\u00e7lar\u0131nda 32.226 milyon dolardan 34.931 milyon dolara bir art\u0131\u015f ger\u00e7ekle\u015fti. Nakdi kredilerde de\u011fer hemen hemen ayn\u0131 kald\u0131.<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Bir yandan ihracat alacaklar\u0131 azal\u0131rken, di\u011fer yandan ithalat bor\u00e7lar\u0131 artan reel sekt\u00f6rde net d\u00f6viz pozisyonu -114.953 milyon dolardan -119.924 milyon dolara y\u00fckselerek a\u00e7\u0131k vermeye devam etti.<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> K\u0131sa vadeli varl\u0131klar 135.703 milyon dolardan 132.957 milyon dolara gerilerken, k\u0131sa vadeli y\u00fck\u00fcml\u00fcl\u00fckler 75.290 milyon dolardan 80.327 milyon dolara y\u00fckseldi. Bu nedenle, k\u0131sa vadeli net d\u00f6viz pozisyonu net 60.413 milyon dolardan 52.630 milyon dolara geriledi.<\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> <strong>REEL SEKT\u00d6R\u00dcN KANAAT\u0130<\/strong><\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Sonu\u00e7 olarak; 2021 Aral\u0131k ay\u0131na g\u00f6re 2022 \u015eubat ay\u0131nda reel sekt\u00f6r\u00fcn d\u00f6viz a\u00e7\u0131\u011f\u0131 ithalat\/ihracat \u00f6deme tahsilat de\u011fi\u015fimi nedeniyle net d\u00f6viz pozisyonu 5 milyar dolar daha fazla a\u00e7\u0131k verdi. Gerek kredi gerekse mevduat yap\u0131s\u0131nda bir de\u011fi\u015fiklik s\u00f6z konusu de\u011fil. <\/span><br><span class=\"large\"><\/span><br><span class=\"large\"> Ancak 52 milyar dolar k\u0131sa vadeli fazla pozisyon, reel sekt\u00f6r\u00fcn d\u00f6vizin d\u00fc\u015fece\u011fine inanc\u0131n\u0131n olmad\u0131\u011f\u0131n\u0131, y\u00fckseli\u015fin devam edebilece\u011fi kanaatinde oldu\u011funu g\u00f6steriyor. Aksi halde d\u00fc\u015f\u00fck getiriyle d\u00f6viz pozisyonu ta\u015f\u0131mak yerine y\u00fcksek getirili devlet tahvillerini tercih ederlerdi diye d\u00fc\u015f\u00fcn\u00fcyoruz.<\/span><\/p>  \t\t\t\t","slug":"reel-sektor-doviz-pozisyonlari-gelisimi","orjinalimage":null,"news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"cropped_638x552":null,"cropped_310x208":null,"cropped_416x247":null,"cropped_197x247":null,"cropped_416x600":null,"cropped_1200x675":null,"tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"Reel sekt\u00f6r d\u00f6viz pozisyonlar\u0131 geli\u015fimi","meta_description":"H\u0130KMET BAYDAR","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","view_count":1081,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":null,"cropped_842x474":null}]}}