Citigroup analistlerine g\u00f6re g\u00f6sterge endekslerde bu y\u0131l \u015fimdiye kadar ya\u015fanan yakla\u015f\u0131k %20’lik d\u00fc\u015f\u00fc\u015fe ra\u011fmen Avrupal\u0131 analistler yerel hisse senetlerine kar\u015f\u0131 \u00e7ok fazla bo\u011fa olma e\u011filiminde.<\/p>\n
Per\u015fembe g\u00fcn\u00fc m\u00fc\u015fterilerine g\u00f6nderdikleri bir notta Citi’nin Avrupa hisse senedi stratejistleri ekibi, kendi mevcut tavsiyelerinin Avrupa hisse senetlerinde dibi sat\u0131n almak oldu\u011funu ancak sat\u0131\u015f tarafl\u0131 analistlerin, neredeyse oy birli\u011fiyle bo\u011fa y\u00f6nl\u00fc olmas\u0131ndan endi\u015fe duyduklar\u0131n\u0131 s\u00f6yledi.<\/p>\n
Notta, “Sat\u0131\u015flara kar\u015f\u0131 konsens\u00fcs al\u0131mlar\u0131n\u0131n bu \u00f6l\u00e7\u00fcs\u00fc, y\u00fckseli\u015fin zirvesine yak\u0131n.” denildi. “Ge\u00e7mi\u015fte a\u015f\u0131r\u0131 bo\u011fa yakla\u015f\u0131m\u0131n piyasadaki \u00f6nemli d\u00fc\u015f\u00fc\u015flerden \u00f6nce gelmesiyle birlikte bu ayk\u0131r\u0131 bir sat\u0131\u015f sinyali olmu\u015ftur.”<\/p>\n
Citi, Avrupal\u0131 analistlerin kazan\u00e7 tahminlerindeki a\u015fa\u011f\u0131 y\u00f6nl\u00fc revizyonlar\u0131 yat\u0131r\u0131m tavsiyesi notunda d\u00fc\u015f\u00fc\u015fe d\u00f6n\u00fc\u015ft\u00fcrmelerinin alt\u0131 ay gibi olduk\u00e7a uzun bir zaman ald\u0131\u011f\u0131n\u0131 belirtiyor. Tahminlerini d\u00fc\u015f\u00fcrmeye ba\u015flam\u0131\u015f olsalar da tavsiyeler, ta\u015f\u0131mac\u0131l\u0131k hari\u00e7, h\u00e2l\u00e2 b\u00fcy\u00fck \u00f6l\u00e7\u00fcde bo\u011fa y\u00f6n\u00fcnde.<\/p>\n
Citi, Rusya’n\u0131n Ukrayna’y\u0131 i\u015fgali nedeniyle Avrupa’n\u0131n ekonomik g\u00f6r\u00fcn\u00fcm\u00fcndeki ciddi bozulmay\u0131 takip etmesi muhtemel g\u00f6r\u00fcnen kazan\u00e7lardaki d\u00fc\u015f\u00fc\u015fleri hesaba katmadan, Avrupa’daki rakiplerinin bu y\u0131l de\u011ferlemelerdeki d\u00fc\u015f\u00fc\u015f nedeniyle yanl\u0131\u015f bir iyimserlik duygusuna kap\u0131ld\u0131klar\u0131na inan\u0131yor. Bu durum \u00f6zellikle Infineon (OTC:IFNNY) ve BE Semiconductor (OTC:BESIY) gibi \u015firketlerin bu y\u0131l %40’\u0131n \u00fczerinde, STMicroelectronics’in (NYSE:STM) ise %30’un \u00fczerinde de\u011fer kaybetti\u011fi yar\u0131 iletken sekt\u00f6r\u00fc i\u00e7in ge\u00e7erli.<\/p>\n
Enerji ve perakende, sat\u0131\u015f taraf\u0131ndaki bo\u011fa yakla\u015f\u0131m\u0131n en belirgin oldu\u011fu di\u011fer iki sekt\u00f6r \u2013 perakende, \u00f6zellikle y\u0131l\u0131n ikinci yar\u0131s\u0131nda tavan yapacak enerji faturalar\u0131 ile hanehalk\u0131 finansman\u0131 i\u00e7in k\u00f6t\u00fc g\u00f6r\u00fcn\u00fcm\u00fc d\u00fc\u015f\u00fcn\u00fcnce \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
Citi ekibinin a\u015fa\u011f\u0131 y\u00f6nl\u00fc kazan\u00e7 revizyonlar\u0131 nedeniyle en fazla risk alt\u0131nda g\u00f6rd\u00fc\u011f\u00fc bireysel hisseler aras\u0131nda \u0130ngiltere merkezli bahis \u015firketi Entain (OTC:GMVHY), ev in\u015faat\u00e7\u0131s\u0131 Persimmon (LON:PSN) ve Alman moda ve atletik giyim grubu Puma (ETR:PUMG) yer al\u0131yor. Carrefour (OTC:CRRFY) ve HelloFresh (OTC:HLFFF) de \u201criskli al\u0131mlar\u201d listesinde yer al\u0131yor.<\/p>\n","protected":false},"excerpt":{"rendered":"
Yazar \u2013 Geoffrey Smith\u00a0 Investing.com \u2013 Citigroup analistlerine g\u00f6re g\u00f6sterge endekslerde bu y\u0131l \u015fimdiye kadar ya\u015fanan yakla\u015f\u0131k %20’lik d\u00fc\u015f\u00fc\u015fe …<\/p>\n","protected":false},"author":4,"featured_media":55285,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[792],"class_list":["post-55284","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-borsalar","tag-boga"],"yoast_head":"\n