K\u00fcresel savunma ve havac\u0131l\u0131k sekt\u00f6r\u00fcndeki \u015firketler, jeopolitik risklerin etkisiyle y\u0131l\u0131n ilk yar\u0131s\u0131nda kar\u0131\u015f\u0131k bir borsa performans\u0131 sergiledi. Ancak ASELSAN, bu s\u00fcre\u00e7te d\u00fcnyan\u0131n \u00f6nde gelen savunma \u015firketlerini geride b\u0131rakarak dikkat \u00e7ekti.<\/p>\n
Orta Do\u011fu ba\u015fta olmak \u00fczere \u00e7e\u015fitli b\u00f6lgelerdeki jeopolitik gerilimler, savunma ve havac\u0131l\u0131k \u015firketlerinin hisse performanslar\u0131n\u0131 etkiledi. Rusya ile Ukrayna aras\u0131ndaki sava\u015f\u0131n devam etmesi, ABD-\u0130srail ile \u0130ran aras\u0131ndaki \u00e7at\u0131\u015fmalar ve Japonya ile \u00c7in aras\u0131ndaki gerilimler, global g\u00fcvenlik ihtiyac\u0131n\u0131 art\u0131rarak \u00fclkelerin savunma yat\u0131r\u0131mlar\u0131n\u0131 y\u00fckseltti.<\/p>\n
ASELSAN, T\u00fcrkiye’de savunma teknolojisinin geli\u015fiminde \u00f6nemli bir rol \u00fcstleniyor ve BIST 100 endeksinde en y\u00fcksek piyasa de\u011ferine sahip \u015firket konumunda. Y\u0131l\u0131n ilk yar\u0131s\u0131nda yat\u0131r\u0131mc\u0131lar\u0131na y\u00fczde 48,9 kazan\u00e7 sa\u011flayarak toplam 1 trilyon 630 milyar 200 milyon lira piyasa de\u011feriyle tamamlad\u0131.<\/p>\n
Bu d\u00f6nemde \u0130ngiliz Rolls-Royce y\u00fczde 25,6, Alman Lufthansa y\u00fczde 19, Frans\u0131z Safran y\u00fczde 16, \u0130ngiliz BAE Systems y\u00fczde 7,6 ve G\u00fcney Koreli Hanwha Aerospace gibi baz\u0131 \u015firketler de de\u011fer kazand\u0131. Ancak baz\u0131 k\u00fcresel firmalar, yat\u0131r\u0131mc\u0131lar\u0131n\u0131 hayal k\u0131r\u0131kl\u0131\u011f\u0131na u\u011fratt\u0131; \u00f6rne\u011fin, Boeing ve Airbus gibi \u015firketler hisse kayb\u0131 ya\u015fad\u0131.<\/p>\n
\u00d6zellikle Alman Rheinmetall, y\u0131l\u0131n ilk yar\u0131s\u0131nda y\u00fczde 36,5 de\u011fer kayb\u0131 ile dikkat \u00e7ekti. Jeopolitik geli\u015fmelerin etkisiyle baz\u0131 Avrupa merkezli savunma hisseleri de d\u00fc\u015f\u00fc\u015f g\u00f6sterdi. \u00c7in, 46 ABD savunma sanayi \u015firketini kamu ihalelerinden men ederek, bu \u015firketlerin i\u015f yapma olanaklar\u0131n\u0131 k\u0131s\u0131tlad\u0131.<\/p>\n
Airbus, tedarik zincirindeki sorunlar nedeniyle \u00f6nemli teslimatlar\u0131n\u0131 ertelemek zorunda kald\u0131 ve bu durum piyasa beklentilerinin alt\u0131nda bir performansa neden oldu. Ayr\u0131ca, Almanya’n\u0131n F126 f\u0131rkateyn in\u015fa projesini iptal etmeyi planlad\u0131\u011f\u0131na dair haberler de Rheinmetall hisselerini olumsuz etkiledi.<\/p>\n","protected":false},"excerpt":{"rendered":"
ASELSAN, y\u0131l\u0131n ilk alt\u0131 ay\u0131nda borsa performans\u0131yla \u00f6ne \u00e7\u0131karak, k\u00fcresel savunma firmalar\u0131n\u0131 geride b\u0131rakt\u0131. Jeopolitik riskler, savunma sekt\u00f6r\u00fc \u00fczerinde etkili oldu ve ASELSAN, yat\u0131r\u0131mc\u0131lar\u0131na y\u00fczde 48,9 kazan\u00e7 sa\u011flad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":2713,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"manset":[],"class_list":["post-2712","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finans"],"_links":{"self":[{"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/posts\/2712","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/comments?post=2712"}],"version-history":[{"count":0,"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/posts\/2712\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/media\/2713"}],"wp:attachment":[{"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/media?parent=2712"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/categories?post=2712"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/tags?post=2712"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/gastronomigundemi.com\/index.php\/wp-json\/wp\/v2\/manset?post=2712"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}