{"status":true,"post":{"id":12686,"user_id":23,"status":1,"type":1,"orde":null,"notification_type":3,"static_post":0,"published_at":"2022-10-21 09:18:45","created_at":"2015-10-11T21:00:00.000000Z","updated_at":"2022-10-21T06:18:45.000000Z","edited_at":"2024-12-17 22:35:21","source_id":null,"post_id":12686,"is_featured":0,"title":"Reel kesim kur riski hakk\u0131nda son veriler","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><span class=\"large\">TCMB \u0130statistik Genel M\u00fcd\u00fcrl\u00fc\u011f\u00fc taraf\u0131ndan a\u00e7\u0131klananfinansal kesim d\u0131\u015f\u0131ndaki firmalar\u0131n d\u00f6viz varl\u0131k ve y\u00fck\u00fcml\u00fclerini Temmuz 2015 ay\u0131 itibariyle g\u00f6steren tabloyu inceledi\u011fimizde; reel sekt\u00f6r\u00fcn 108.156.000 USD d\u00f6viz cinsi varl\u0131klar\u0131n\u0131n bulundu\u011fu, buna kar\u015f\u0131l\u0131k d\u00f6viz cinsi y\u00fck\u00fcml\u00fcl\u00fcklerinin ise 282.949.000 USD seviyesinde oldu\u011funu g\u00f6r\u00fcyoruz. \u0130lk bak\u0131\u015fta reel sekt\u00f6r\u00fcn ciddi kur riski ald\u0131\u011f\u0131 izlenimine kat\u0131labiliriz. Ancak bu tam olarak do\u011fru de\u011fil.<\/span><\/p>  <p><span class=\"large\"><strong>KISA VADEDE R\u0130SK YOK<\/strong><\/span><\/p>  <p><span class=\"large\">\u015e\u00f6yle ki; reel sekt\u00f6r\u00fcn k\u0131sa vadeli varl\u0131klar\u0131 83.284.000 USD iken k\u0131sa vadeli y\u00fck\u00fcml\u00fcl\u00fckleri sadece 76.914.000 USD civar\u0131ndad\u0131r. Yani reel sekt\u00f6r\u00fcn k\u0131sa vadeli dengesine g\u00f6re 6.370.000 USD fazlal\u0131\u011f\u0131 oldu\u011funu g\u00f6r\u00fcyoruz. Di\u011fer bir deyi\u015fle; reel sekt\u00f6r k\u0131sa vadedeki y\u00fck\u00fcml\u00fcl\u00fcklerini kar\u015f\u0131layacak d\u00f6vizden fazlas\u0131na sahip durumda. B\u00f6ylece k\u0131sa vadede, reel sekt\u00f6r\u00fcn kur y\u00fckseli\u015fi durumunda d\u00f6vizden kaynaklanacak bir riske sahip olmad\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz.<\/span><\/p>  <p><strong style=\"font-size: 15.6000003814697px;\">YATIRIM KRED\u0130S\u0130<\/strong><\/p>  <p><span class=\"large\">Gelelim uzun vadeli pozisyonlara\u2026 Bu pozisyona g\u00f6re reel sekt\u00f6r\u00fcn 174.793.000 USD a\u00e7\u0131\u011f\u0131 oldu\u011funu g\u00f6r\u00fcyoruz. Yani ilk bak\u0131\u015fta reel sekt\u00f6r bu kadar risk alm\u0131\u015f g\u00f6r\u00fcn\u00fcyor.<\/span><\/p>  <p><span class=\"large\">Reel sekt\u00f6rneden uzun vadeli d\u00f6viz kredisi kullan\u0131r?<\/span><\/p>  <p><span class=\"large\">En \u00f6nemli sebep yat\u0131r\u0131m kredisi olmas\u0131d\u0131r. Bu kredilerle reel sekt\u00f6r makine park\u0131n\u0131 yeniler ve daha rekabet\u00e7i \u00fcretim yapar. Bu tarz krediler hem \u00fcretim potansiyelinin artmas\u0131n\u0131 hem de \u00fcretim maliyetlerinin d\u00fc\u015fmesini sa\u011flad\u0131\u011f\u0131ndan fiili maliyetlerin azalmas\u0131, gelecekte olu\u015facak daha y\u00fcksek cirolar\u0131n sa\u011flanabilmesi i\u00e7in kullan\u0131l\u0131r. Dolay\u0131s\u0131yla bu krediler otomatik olarak kendi nakit ak\u0131\u015f\u0131n\u0131 da sa\u011flar.<\/span><\/p>  <p><strong style=\"font-size: 15.6000003814697px;\">1 YILLIK \u0130HRACAT BEDEL\u0130<\/strong><\/p>  <p><span class=\"large\">T\u00fcrkiye \u0130hracat\u00e7\u0131lar Merkezi taraf\u0131ndan a\u00e7\u0131klanan ihracat verilerine g\u00f6re son 12 ayda 146 milyar USD\u2019ye yak\u0131n bir ihracat yapan reel sekt\u00f6r\u00fcn yakla\u015f\u0131k 175 milyar USD uzun vadeli d\u00f6viz borcu a\u00e7\u0131\u011f\u0131n\u0131n olmas\u0131 son derece do\u011fald\u0131r. Neredeyse bir y\u0131ll\u0131k ihracat bedeline yak\u0131n bir uzun vadeli a\u00e7\u0131k rakam\u0131 bizleri korkutmamal\u0131d\u0131r.<\/span><\/p>  <p><span class=\"large\">Bunun yan\u0131nda kur dalgalanmalar\u0131na kar\u015f\u0131, sat\u0131n al\u0131nan\/sat\u0131lan \u00fcr\u00fcn\u00fcn para cinsi, \u00f6deme \u015fekli gibi konular \u00fczerinde hakimiyetini art\u0131ran firmalar\u0131n kur riskini hemen hemen tamamen kald\u0131rmalar\u0131 da m\u00fcmk\u00fcnd\u00fcr. Yeter ki varl\u0131k ve y\u00fck\u00fcml\u00fcl\u00fcklerine iyi hakim olsunlar\u2026<\/span><\/p>  \t\t\t\t","slug":"reel-kesim-kur-riski-hakkinda-son-veriler","tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"Reel kesim kur riski hakk\u0131nda son veriler","meta_description":"Hikmet 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":1072,"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":12785,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":12686,"locale":"tr","category_id":73,"title":"Reel kesim kur riski hakk\u0131nda son veriler","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><span class=\"large\">TCMB \u0130statistik Genel M\u00fcd\u00fcrl\u00fc\u011f\u00fc taraf\u0131ndan a\u00e7\u0131klananfinansal kesim d\u0131\u015f\u0131ndaki firmalar\u0131n d\u00f6viz varl\u0131k ve y\u00fck\u00fcml\u00fclerini Temmuz 2015 ay\u0131 itibariyle g\u00f6steren tabloyu inceledi\u011fimizde; reel sekt\u00f6r\u00fcn 108.156.000 USD d\u00f6viz cinsi varl\u0131klar\u0131n\u0131n bulundu\u011fu, buna kar\u015f\u0131l\u0131k d\u00f6viz cinsi y\u00fck\u00fcml\u00fcl\u00fcklerinin ise 282.949.000 USD seviyesinde oldu\u011funu g\u00f6r\u00fcyoruz. \u0130lk bak\u0131\u015fta reel sekt\u00f6r\u00fcn ciddi kur riski ald\u0131\u011f\u0131 izlenimine kat\u0131labiliriz. Ancak bu tam olarak do\u011fru de\u011fil.<\/span><\/p>  <p><span class=\"large\"><strong>KISA VADEDE R\u0130SK YOK<\/strong><\/span><\/p>  <p><span class=\"large\">\u015e\u00f6yle ki; reel sekt\u00f6r\u00fcn k\u0131sa vadeli varl\u0131klar\u0131 83.284.000 USD iken k\u0131sa vadeli y\u00fck\u00fcml\u00fcl\u00fckleri sadece 76.914.000 USD civar\u0131ndad\u0131r. Yani reel sekt\u00f6r\u00fcn k\u0131sa vadeli dengesine g\u00f6re 6.370.000 USD fazlal\u0131\u011f\u0131 oldu\u011funu g\u00f6r\u00fcyoruz. Di\u011fer bir deyi\u015fle; reel sekt\u00f6r k\u0131sa vadedeki y\u00fck\u00fcml\u00fcl\u00fcklerini kar\u015f\u0131layacak d\u00f6vizden fazlas\u0131na sahip durumda. B\u00f6ylece k\u0131sa vadede, reel sekt\u00f6r\u00fcn kur y\u00fckseli\u015fi durumunda d\u00f6vizden kaynaklanacak bir riske sahip olmad\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz.<\/span><\/p>  <p><strong style=\"font-size: 15.6000003814697px;\">YATIRIM KRED\u0130S\u0130<\/strong><\/p>  <p><span class=\"large\">Gelelim uzun vadeli pozisyonlara\u2026 Bu pozisyona g\u00f6re reel sekt\u00f6r\u00fcn 174.793.000 USD a\u00e7\u0131\u011f\u0131 oldu\u011funu g\u00f6r\u00fcyoruz. Yani ilk bak\u0131\u015fta reel sekt\u00f6r bu kadar risk alm\u0131\u015f g\u00f6r\u00fcn\u00fcyor.<\/span><\/p>  <p><span class=\"large\">Reel sekt\u00f6rneden uzun vadeli d\u00f6viz kredisi kullan\u0131r?<\/span><\/p>  <p><span class=\"large\">En \u00f6nemli sebep yat\u0131r\u0131m kredisi olmas\u0131d\u0131r. Bu kredilerle reel sekt\u00f6r makine park\u0131n\u0131 yeniler ve daha rekabet\u00e7i \u00fcretim yapar. Bu tarz krediler hem \u00fcretim potansiyelinin artmas\u0131n\u0131 hem de \u00fcretim maliyetlerinin d\u00fc\u015fmesini sa\u011flad\u0131\u011f\u0131ndan fiili maliyetlerin azalmas\u0131, gelecekte olu\u015facak daha y\u00fcksek cirolar\u0131n sa\u011flanabilmesi i\u00e7in kullan\u0131l\u0131r. Dolay\u0131s\u0131yla bu krediler otomatik olarak kendi nakit ak\u0131\u015f\u0131n\u0131 da sa\u011flar.<\/span><\/p>  <p><strong style=\"font-size: 15.6000003814697px;\">1 YILLIK \u0130HRACAT BEDEL\u0130<\/strong><\/p>  <p><span class=\"large\">T\u00fcrkiye \u0130hracat\u00e7\u0131lar Merkezi taraf\u0131ndan a\u00e7\u0131klanan ihracat verilerine g\u00f6re son 12 ayda 146 milyar USD\u2019ye yak\u0131n bir ihracat yapan reel sekt\u00f6r\u00fcn yakla\u015f\u0131k 175 milyar USD uzun vadeli d\u00f6viz borcu a\u00e7\u0131\u011f\u0131n\u0131n olmas\u0131 son derece do\u011fald\u0131r. Neredeyse bir y\u0131ll\u0131k ihracat bedeline yak\u0131n bir uzun vadeli a\u00e7\u0131k rakam\u0131 bizleri korkutmamal\u0131d\u0131r.<\/span><\/p>  <p><span class=\"large\">Bunun yan\u0131nda kur dalgalanmalar\u0131na kar\u015f\u0131, sat\u0131n al\u0131nan\/sat\u0131lan \u00fcr\u00fcn\u00fcn para cinsi, \u00f6deme \u015fekli gibi konular \u00fczerinde hakimiyetini art\u0131ran firmalar\u0131n kur riskini hemen hemen tamamen kald\u0131rmalar\u0131 da m\u00fcmk\u00fcnd\u00fcr. Yeter ki varl\u0131k ve y\u00fck\u00fcml\u00fcl\u00fcklerine iyi hakim olsunlar\u2026<\/span><\/p>  \t\t\t\t","slug":"reel-kesim-kur-riski-hakkinda-son-veriler","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 kesim kur riski hakk\u0131nda son veriler","meta_description":"Hikmet Baydar","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","view_count":1072,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":null,"cropped_842x474":null}]}}