{"status":true,"post":{"id":76908,"user_id":23,"status":1,"type":1,"orde":null,"notification_type":0,"static_post":0,"published_at":"2025-10-24 08:50:00","created_at":"2025-10-24T05:50:00.000000Z","updated_at":"2025-10-24T05:50:00.000000Z","edited_at":"2025-10-24 08:50:00","source_id":null,"post_id":76908,"is_featured":0,"title":"Reel sekt\u00f6r d\u00f6vizde ne yap\u0131yor?","slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"home_title":"Reel sekt\u00f6r d\u00f6vizde ne yap\u0131yor?","sub_title":null,"category_id":73,"description":"T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB), Temmuz 2025 ay\u0131 finansal kesim d\u0131\u015f\u0131ndaki firmalar\u0131n d\u00f6viz varl\u0131k ve y\u00fck\u00fcml\u00fcl\u00fckleri b\u00fcltenini yay\u0131nlad\u0131. Bu sayede finansal kesim d\u0131\u015f\u0131ndaki firmalar, d\u00f6viz varl\u0131\u011f\u0131n\u0131 ve bor\u00e7lar\u0131n\u0131 azalt\u0131yor mu yoksa art\u0131r\u0131yor mu sorular\u0131n\u0131n cevaplar\u0131n\u0131 rahatl\u0131kla g\u00f6rebiliyoruz. Birka\u00e7 ay gecikmeli de olsa kesin ve g\u00fcvenilir bir kaynak olmas\u0131 a\u00e7\u0131s\u0131ndan son derece \u00f6nemli.","content":"<p id=\"isPasted\"><strong>T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB), Temmuz 2025 ay\u0131 finansal kesim d\u0131\u015f\u0131ndaki firmalar\u0131n d\u00f6viz varl\u0131k ve y\u00fck\u00fcml\u00fcl\u00fckleri b\u00fcltenini yay\u0131nlad\u0131. Bu sayede finansal kesim d\u0131\u015f\u0131ndaki firmalar, d\u00f6viz varl\u0131\u011f\u0131n\u0131 ve bor\u00e7lar\u0131n\u0131 azalt\u0131yor mu yoksa art\u0131r\u0131yor mu sorular\u0131n\u0131n cevaplar\u0131n\u0131 rahatl\u0131kla g\u00f6rebiliyoruz. Birka\u00e7 ay gecikmeli de olsa kesin ve g\u00fcvenilir bir kaynak olmas\u0131 a\u00e7\u0131s\u0131ndan son derece \u00f6nemli.<\/strong><\/p><p><br><\/p><p><span style=\"background-color: transparent; letter-spacing: 0.01rem;\">S\u00f6z konusu b\u00fcltene g\u00f6re; haziran ay\u0131na g\u00f6re finansal kesim d\u0131\u015f\u0131ndaki firmalar\u0131n varl\u0131klar\u0131nda 3.796 milyon dolar art\u0131\u015f olurken, y\u00fck\u00fcml\u00fcl\u00fcklerinde yani bor\u00e7lar\u0131ndaki art\u0131\u015f sadece 17 milyon dolar olmu\u015ftur. B\u00f6ylece net d\u00f6viz pozisyon a\u00e7\u0131\u011f\u0131 bir \u00f6nceki aya g\u00f6re 3.779 milyon dolar azalarak 182.629 milyon dolara gerilemi\u015ftir. Y\u00fck\u00fcml\u00fcl\u00fcklerin detay\u0131nda ise ilgin\u00e7 bir durum g\u00f6z\u00fcm\u00fcze \u00e7arp\u0131yor. \u0130thalat bor\u00e7lar\u0131 artarken yurt d\u0131\u015f\u0131ndan sa\u011flanan kredilerde 1.020 milyon dolar azalma olmas\u0131 dikkat \u00e7ekicidir. \u0130thalat yap\u0131lan firmalar vade uzatarak ithalat\u00e7\u0131ya destek verirken, kredilerdeki azalma bir \u015fekilde tolere edilmi\u015f durumda.<\/span><\/p><p><br><\/p><p><strong>KISA VADEDE KUR SI\u00c7RAMALARINA HAZIRLIKLI<\/strong><\/p><p>Finansal kesim d\u0131\u015f\u0131ndaki firmalar\u0131n finansal s\u00fcrd\u00fcr\u00fclebilirlik a\u00e7\u0131s\u0131ndan detayl\u0131 bir \u015fekilde d\u00f6viz pozisyonlar\u0131na bakt\u0131\u011f\u0131m\u0131zda \u015funlar\u0131 g\u00f6r\u00fcyoruz: K\u0131sa vadeli varl\u0131klar\u0131 137.759 milyon dolar iken, k\u0131sa vadeli y\u00fck\u00fcml\u00fcl\u00fckleri sadece 131.106 milyon dolar olarak kar\u015f\u0131m\u0131za \u00e7\u0131k\u0131yor. K\u0131sa vadeli pozisyon fazlas\u0131 2.240 milyon dolar artarak 6.654 milyon dolara y\u00fckselmi\u015ftir.\u00a0<\/p><p><br><\/p><p>K\u0131sa vadeli y\u00fck\u00fcml\u00fcl\u00fcklerin toplam y\u00fck\u00fcml\u00fcl\u00fckler i\u00e7erisindeki pay\u0131 y\u00fczde 37 olan finansal kesim d\u0131\u015f\u0131ndaki firmalar, burada uzun vadeli bor\u00e7lanmaya gitmi\u015flerdir. K\u0131sa vadede ise d\u00f6viz pozisyon fazlal\u0131\u011f\u0131 nedeniyle herhangi bir risk alm\u0131yorlar.<\/p><p><br><\/p><p>B\u00f6ylece \u015funu net olarak g\u00f6rebiliyoruz: Reel sekt\u00f6r, k\u0131sa vadede kur s\u0131\u00e7ramalar\u0131na kar\u015f\u0131 haz\u0131rl\u0131kl\u0131. Uzun vadeli krediler ise gelecekteki \u00fcretim art\u0131\u015f\u0131 ve cirolarla desteklenece\u011fi i\u00e7in uzun vadeli y\u00fck\u00fcml\u00fcl\u00fc\u011f\u00fcn getirece\u011fi varl\u0131klar bug\u00fcnden varl\u0131klar aras\u0131nda bulunmad\u0131\u011f\u0131ndan net d\u00f6viz pozisyon a\u00e7\u0131\u011f\u0131 \u015feklinde g\u00f6r\u00fcn\u00fcyor.<\/p><p><br><\/p><p><strong>TEDAR\u0130K\u00c7\u0130LER \u0130THALAT\u00c7IMIZIN NOTUNU \u00c7OKTAN Y\u00dcKSELTM\u0130\u015e<\/strong><\/p><p>Burada en \u00f6nemli husus, reel sekt\u00f6r\u00fcn k\u0131sa vadeli d\u00f6viz likiditesi s\u0131k\u0131nt\u0131s\u0131 ya\u015famayacak \u015fekilde aya\u011f\u0131n\u0131 sa\u011flam basmas\u0131, yurt d\u0131\u015f\u0131ndan kredi yerine tedarik\u00e7iden vadeli alarak kredi riskini tedarik\u00e7iye y\u0131kmas\u0131d\u0131r. Bunun yap\u0131labilmesi i\u00e7in kredibilitenin y\u00fcksek olmas\u0131 ve s\u00fcrd\u00fcr\u00fclebilirlik konusunda tedarik\u00e7inin kafas\u0131nda soru i\u015faretinin olmamas\u0131 gerekir.\u00a0<\/p><p><br><\/p><p>Sonu\u00e7 olarak her ne kadar rating kurulu\u015flar\u0131 bizi h\u00e2l\u00e2 yat\u0131r\u0131m yap\u0131labilir seviyenin 3 kademe alt\u0131nda tutmaya \u00e7al\u0131\u015fsalar da piyasa ve tedarik\u00e7iler, ithalat\u00e7\u0131m\u0131z\u0131n notunu \u00e7oktan y\u00fckseltmi\u015fler bile\u2026 Tebrikler T\u00fcrkiye\u2026<\/p><p><br><\/p>","slug":"reel-sektor-dovizde-ne-yapiyor","tags":null,"meta_title":"Reel sekt\u00f6r d\u00f6vizde ne yap\u0131yor?","meta_description":"T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB), Temmuz 2025 ay\u0131 finansal kesim d\u0131\u015f\u0131ndaki firmalar\u0131n d\u00f6viz varl\u0131k ve y\u00fck\u00fcml\u00fcl\u00fckleri b\u00fcltenini yay\u0131nlad\u0131. Bu sayede finansal kesim d\u0131\u015f\u0131ndaki firmalar, d\u00f6viz varl\u0131\u011f\u0131n\u0131 ve bor\u00e7lar\u0131n\u0131 azalt\u0131yor mu yoksa art\u0131r\u0131yor mu sorular\u0131n\u0131n cevaplar\u0131n\u0131 rahatl\u0131kla g\u00f6rebiliyoruz. Birka\u00e7 ay gecikmeli de olsa kesin ve g\u00fcvenilir bir kaynak olmas\u0131 a\u00e7\u0131s\u0131ndan son derece \u00f6nemli.","meta_keywords":null,"news_cover_min":"\/front\/uploads\/blog\/thumbnail\/1761253200J1EMP3teFE0W8oa.webp","news_cover":null,"news_video_min":null,"news_video":null,"view_count":0,"cropped_1200x675":"\/front\/uploads\/haber\/1200x675\/reel-sektor-dovizde-ne-yapiyor_1200x675_CsOpOjnmrm.webp","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":77040,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":76908,"locale":"tr","category_id":73,"title":"Reel sekt\u00f6r d\u00f6vizde ne yap\u0131yor?","home_title":"Reel sekt\u00f6r d\u00f6vizde ne yap\u0131yor?","sub_title":null,"slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"subtitleuse":0,"description":"T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB), Temmuz 2025 ay\u0131 finansal kesim d\u0131\u015f\u0131ndaki firmalar\u0131n d\u00f6viz varl\u0131k ve y\u00fck\u00fcml\u00fcl\u00fckleri b\u00fcltenini yay\u0131nlad\u0131. Bu sayede finansal kesim d\u0131\u015f\u0131ndaki firmalar, d\u00f6viz varl\u0131\u011f\u0131n\u0131 ve bor\u00e7lar\u0131n\u0131 azalt\u0131yor mu yoksa art\u0131r\u0131yor mu sorular\u0131n\u0131n cevaplar\u0131n\u0131 rahatl\u0131kla g\u00f6rebiliyoruz. Birka\u00e7 ay gecikmeli de olsa kesin ve g\u00fcvenilir bir kaynak olmas\u0131 a\u00e7\u0131s\u0131ndan son derece \u00f6nemli.","content":"<p id=\"isPasted\"><strong>T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB), Temmuz 2025 ay\u0131 finansal kesim d\u0131\u015f\u0131ndaki firmalar\u0131n d\u00f6viz varl\u0131k ve y\u00fck\u00fcml\u00fcl\u00fckleri b\u00fcltenini yay\u0131nlad\u0131. Bu sayede finansal kesim d\u0131\u015f\u0131ndaki firmalar, d\u00f6viz varl\u0131\u011f\u0131n\u0131 ve bor\u00e7lar\u0131n\u0131 azalt\u0131yor mu yoksa art\u0131r\u0131yor mu sorular\u0131n\u0131n cevaplar\u0131n\u0131 rahatl\u0131kla g\u00f6rebiliyoruz. Birka\u00e7 ay gecikmeli de olsa kesin ve g\u00fcvenilir bir kaynak olmas\u0131 a\u00e7\u0131s\u0131ndan son derece \u00f6nemli.<\/strong><\/p><p><br><\/p><p><span style=\"background-color: transparent; letter-spacing: 0.01rem;\">S\u00f6z konusu b\u00fcltene g\u00f6re; haziran ay\u0131na g\u00f6re finansal kesim d\u0131\u015f\u0131ndaki firmalar\u0131n varl\u0131klar\u0131nda 3.796 milyon dolar art\u0131\u015f olurken, y\u00fck\u00fcml\u00fcl\u00fcklerinde yani bor\u00e7lar\u0131ndaki art\u0131\u015f sadece 17 milyon dolar olmu\u015ftur. B\u00f6ylece net d\u00f6viz pozisyon a\u00e7\u0131\u011f\u0131 bir \u00f6nceki aya g\u00f6re 3.779 milyon dolar azalarak 182.629 milyon dolara gerilemi\u015ftir. Y\u00fck\u00fcml\u00fcl\u00fcklerin detay\u0131nda ise ilgin\u00e7 bir durum g\u00f6z\u00fcm\u00fcze \u00e7arp\u0131yor. \u0130thalat bor\u00e7lar\u0131 artarken yurt d\u0131\u015f\u0131ndan sa\u011flanan kredilerde 1.020 milyon dolar azalma olmas\u0131 dikkat \u00e7ekicidir. \u0130thalat yap\u0131lan firmalar vade uzatarak ithalat\u00e7\u0131ya destek verirken, kredilerdeki azalma bir \u015fekilde tolere edilmi\u015f durumda.<\/span><\/p><p><br><\/p><p><strong>KISA VADEDE KUR SI\u00c7RAMALARINA HAZIRLIKLI<\/strong><\/p><p>Finansal kesim d\u0131\u015f\u0131ndaki firmalar\u0131n finansal s\u00fcrd\u00fcr\u00fclebilirlik a\u00e7\u0131s\u0131ndan detayl\u0131 bir \u015fekilde d\u00f6viz pozisyonlar\u0131na bakt\u0131\u011f\u0131m\u0131zda \u015funlar\u0131 g\u00f6r\u00fcyoruz: K\u0131sa vadeli varl\u0131klar\u0131 137.759 milyon dolar iken, k\u0131sa vadeli y\u00fck\u00fcml\u00fcl\u00fckleri sadece 131.106 milyon dolar olarak kar\u015f\u0131m\u0131za \u00e7\u0131k\u0131yor. K\u0131sa vadeli pozisyon fazlas\u0131 2.240 milyon dolar artarak 6.654 milyon dolara y\u00fckselmi\u015ftir.\u00a0<\/p><p><br><\/p><p>K\u0131sa vadeli y\u00fck\u00fcml\u00fcl\u00fcklerin toplam y\u00fck\u00fcml\u00fcl\u00fckler i\u00e7erisindeki pay\u0131 y\u00fczde 37 olan finansal kesim d\u0131\u015f\u0131ndaki firmalar, burada uzun vadeli bor\u00e7lanmaya gitmi\u015flerdir. K\u0131sa vadede ise d\u00f6viz pozisyon fazlal\u0131\u011f\u0131 nedeniyle herhangi bir risk alm\u0131yorlar.<\/p><p><br><\/p><p>B\u00f6ylece \u015funu net olarak g\u00f6rebiliyoruz: Reel sekt\u00f6r, k\u0131sa vadede kur s\u0131\u00e7ramalar\u0131na kar\u015f\u0131 haz\u0131rl\u0131kl\u0131. Uzun vadeli krediler ise gelecekteki \u00fcretim art\u0131\u015f\u0131 ve cirolarla desteklenece\u011fi i\u00e7in uzun vadeli y\u00fck\u00fcml\u00fcl\u00fc\u011f\u00fcn getirece\u011fi varl\u0131klar bug\u00fcnden varl\u0131klar aras\u0131nda bulunmad\u0131\u011f\u0131ndan net d\u00f6viz pozisyon a\u00e7\u0131\u011f\u0131 \u015feklinde g\u00f6r\u00fcn\u00fcyor.<\/p><p><br><\/p><p><strong>TEDAR\u0130K\u00c7\u0130LER \u0130THALAT\u00c7IMIZIN NOTUNU \u00c7OKTAN Y\u00dcKSELTM\u0130\u015e<\/strong><\/p><p>Burada en \u00f6nemli husus, reel sekt\u00f6r\u00fcn k\u0131sa vadeli d\u00f6viz likiditesi s\u0131k\u0131nt\u0131s\u0131 ya\u015famayacak \u015fekilde aya\u011f\u0131n\u0131 sa\u011flam basmas\u0131, yurt d\u0131\u015f\u0131ndan kredi yerine tedarik\u00e7iden vadeli alarak kredi riskini tedarik\u00e7iye y\u0131kmas\u0131d\u0131r. Bunun yap\u0131labilmesi i\u00e7in kredibilitenin y\u00fcksek olmas\u0131 ve s\u00fcrd\u00fcr\u00fclebilirlik konusunda tedarik\u00e7inin kafas\u0131nda soru i\u015faretinin olmamas\u0131 gerekir.\u00a0<\/p><p><br><\/p><p>Sonu\u00e7 olarak her ne kadar rating kurulu\u015flar\u0131 bizi h\u00e2l\u00e2 yat\u0131r\u0131m yap\u0131labilir seviyenin 3 kademe alt\u0131nda tutmaya \u00e7al\u0131\u015fsalar da piyasa ve tedarik\u00e7iler, ithalat\u00e7\u0131m\u0131z\u0131n notunu \u00e7oktan y\u00fckseltmi\u015fler bile\u2026 Tebrikler T\u00fcrkiye\u2026<\/p><p><br><\/p>","slug":"reel-sektor-dovizde-ne-yapiyor","orjinalimage":"\/front\/uploads\/blog\/thumbnail\/1761253200J1EMP3teFE0W8oa.webp","news_cover_min":"\/front\/uploads\/blog\/thumbnail\/1761253200J1EMP3teFE0W8oa.webp","news_cover":null,"news_video_min":null,"news_video":null,"cropped_638x552":"\/front\/uploads\/haber\/638x552\/reel-sektor-dovizde-ne-yapiyor_638x552_Jx9TaTIqy3.webp","cropped_310x208":"\/front\/uploads\/haber\/310x208\/reel-sektor-dovizde-ne-yapiyor_310x208_eRnk1RaHPe.webp","cropped_416x247":"\/front\/uploads\/haber\/416x247\/reel-sektor-dovizde-ne-yapiyor_416x247_gzdEEemoKe.webp","cropped_197x247":"\/front\/uploads\/haber\/197x247\/reel-sektor-dovizde-ne-yapiyor_197x247_ruvKm5Rjm3.webp","cropped_416x600":"\/front\/uploads\/haber\/416x600\/reel-sektor-dovizde-ne-yapiyor_416x600_HLOl5HyGij.webp","cropped_1200x675":"\/front\/uploads\/haber\/1200x675\/reel-sektor-dovizde-ne-yapiyor_1200x675_CsOpOjnmrm.webp","tags":null,"meta_title":"Reel sekt\u00f6r d\u00f6vizde ne yap\u0131yor?","meta_description":"T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131 (TCMB), Temmuz 2025 ay\u0131 finansal kesim d\u0131\u015f\u0131ndaki firmalar\u0131n d\u00f6viz varl\u0131k ve y\u00fck\u00fcml\u00fcl\u00fckleri b\u00fcltenini yay\u0131nlad\u0131. Bu sayede finansal kesim d\u0131\u015f\u0131ndaki firmalar, d\u00f6viz varl\u0131\u011f\u0131n\u0131 ve bor\u00e7lar\u0131n\u0131 azalt\u0131yor mu yoksa art\u0131r\u0131yor mu sorular\u0131n\u0131n cevaplar\u0131n\u0131 rahatl\u0131kla g\u00f6rebiliyoruz. Birka\u00e7 ay gecikmeli de olsa kesin ve g\u00fcvenilir bir kaynak olmas\u0131 a\u00e7\u0131s\u0131ndan son derece \u00f6nemli.","meta_keywords":null,"view_count":0,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":"\/front\/uploads\/haber\/358x214\/reel-sektor-dovizde-ne-yapiyor_358x214_XhStIMg0EK.webp","cropped_842x474":"\/front\/uploads\/haber\/842x474\/reel-sektor-dovizde-ne-yapiyor_842x474_zwclBkMw5M.webp"}]}}