{"id":302741,"date":"2025-07-12T16:57:26","date_gmt":"2025-07-12T16:57:26","guid":{"rendered":"https:\/\/pocketoption.com\/blog\/news-events\/data\/which-stock-should-i-buy-2\/"},"modified":"2025-07-12T16:57:26","modified_gmt":"2025-07-12T16:57:26","slug":"which-stock-should-i-buy","status":"publish","type":"post","link":"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/","title":{"rendered":"Hangi Hisseyi Sat\u0131n Almal\u0131y\u0131m? | Pocket Option Rehberi"},"content":{"rendered":"<div id=\"root\"><div id=\"wrap-img-root\"><\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":50,"featured_media":213700,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[17],"tags":[28,39,45],"class_list":["post-302741","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-learning","tag-investment","tag-platform","tag-stock"],"acf":{"h1":"Pocket Option 2023 y\u0131l\u0131 i\u00e7in Vietnaml\u0131 yat\u0131r\u0131mc\u0131lar i\u00e7in hangi hisselerin al\u0131naca\u011f\u0131na dair detayl\u0131 analiz","h1_source":{"label":"H1","type":"text","formatted_value":"Pocket Option 2023 y\u0131l\u0131 i\u00e7in Vietnaml\u0131 yat\u0131r\u0131mc\u0131lar i\u00e7in hangi hisselerin al\u0131naca\u011f\u0131na dair detayl\u0131 analiz"},"description":"Pocket Option ile hangi hisse senedini alaca\u011f\u0131n\u0131 \u00f6\u011frenin. Bu k\u0131lavuz, ba\u015far\u0131l\u0131 ticaret i\u00e7in stratejiler ve ipu\u00e7lar\u0131 sunar.","description_source":{"label":"Description","type":"textarea","formatted_value":"Pocket Option ile hangi hisse senedini alaca\u011f\u0131n\u0131 \u00f6\u011frenin. Bu k\u0131lavuz, ba\u015far\u0131l\u0131 ticaret i\u00e7in stratejiler ve ipu\u00e7lar\u0131 sunar."},"intro":"Makale, 2023'\u00fcn 4. \u00e7eyre\u011finde Vietnam pazar\u0131nda %20-30 b\u00fcy\u00fcme potansiyeline sahip 10 hisse senedinin detayl\u0131 bir analizini sunmakta, 30 Eyl\u00fcl 2023 itibar\u0131yla do\u011fru finansal veriler, en son teknik sinyaller ve her hisse senedi i\u00e7in \u00f6zel al\u0131m\/sat\u0131m stratejileri i\u00e7ermektedir. Ger\u00e7ek de\u011fere sahip hisse senetlerini taramak i\u00e7in 7 nicel kriter uygulayacak, etkili d\u00f6ng\u00fcsel ticaret modelleri ve 2022-2023 istatistiklerine g\u00f6re %78 do\u011frulukla derinlemesine analitik ara\u00e7lar kullanacaks\u0131n\u0131z.","intro_source":{"label":"Intro","type":"text","formatted_value":"Makale, 2023'\u00fcn 4. \u00e7eyre\u011finde Vietnam pazar\u0131nda %20-30 b\u00fcy\u00fcme potansiyeline sahip 10 hisse senedinin detayl\u0131 bir analizini sunmakta, 30 Eyl\u00fcl 2023 itibar\u0131yla do\u011fru finansal veriler, en son teknik sinyaller ve her hisse senedi i\u00e7in \u00f6zel al\u0131m\/sat\u0131m stratejileri i\u00e7ermektedir. Ger\u00e7ek de\u011fere sahip hisse senetlerini taramak i\u00e7in 7 nicel kriter uygulayacak, etkili d\u00f6ng\u00fcsel ticaret modelleri ve 2022-2023 istatistiklerine g\u00f6re %78 do\u011frulukla derinlemesine analitik ara\u00e7lar kullanacaks\u0131n\u0131z."},"body_html":"<div class=\"po-container po-container_width_article-sm\">\n<h2 class=\"po-article-page__title\">Vietnam Hisse Senedi Piyasas\u0131 Analizi 2023 4. \u00c7eyrek: Birikim A\u015famas\u0131nda Yat\u0131r\u0131m F\u0131rsatlar\u0131<\/h2>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Hangi hisseleri alaca\u011f\u0131n\u0131za karar verirken, piyasa ba\u011flam\u0131n\u0131 anlamak ilk ve en \u00f6nemli ad\u0131md\u0131r. Vietnam hisse senedi piyasas\u0131 2023 3. \u00c7eyrekte s\u0131k\u0131 bir birikim a\u015famas\u0131na girmi\u015ftir ve VN-Index 1.050-1.250 puan aral\u0131\u011f\u0131nda dalgalanmakta, ortalama likidite 15.200 milyar VND\/oturum (2023 2. \u00c7eyre\u011fe g\u00f6re %18,2 art\u0131\u015f) ve yabanc\u0131 yat\u0131r\u0131mc\u0131lar net 8.735 milyar VND al\u0131m\u0131 yapm\u0131\u015ft\u0131r (2022'nin ayn\u0131 d\u00f6nemine g\u00f6re %42,3 art\u0131\u015f).<\/p>\n\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">30 Eyl\u00fcl 2023 itibar\u0131yla VN-Index 1.162,55 puana ula\u015fm\u0131\u015f, y\u0131l ba\u015f\u0131na g\u00f6re %7,5 art\u0131\u015f g\u00f6stermi\u015ftir - b\u00f6lgesel piyasalar\u0131n ortalama b\u00fcy\u00fcmesinden daha d\u00fc\u015f\u00fck (+%12,3). Ancak dikkat \u00e7ekici nokta, mevcut F\/K de\u011ferlemesinin sadece 13,5 kat olmas\u0131, 5 y\u0131ll\u0131k ortalaman\u0131n %11,2 alt\u0131nda (15,2 kat) ve b\u00f6lgedeki geli\u015fmekte olan piyasalardan %18,7 daha d\u00fc\u015f\u00fck (16,6 kat).<\/p>\n\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Makroekonomik fakt\u00f6rler, 2023 4. \u00c7eyrekte Vietnam hisse senedi piyasas\u0131 i\u00e7in elveri\u015fli bir ortam yaratmakta ve hangi hisselerin al\u0131naca\u011f\u0131n\u0131 do\u011frudan etkilemektedir:<\/p>\n\n<\/div>\n<div class=\"po-container po-container_width_article po-article-page__table\">\n<div class=\"po-table\">\n<table>\n<thead>\n<tr>\n<th>Makroekonomik Fakt\u00f6r<\/th>\n<th>Mevcut Durum (30\/9\/2023)<\/th>\n<th>\u00d6ng\u00f6r\u00fc (2023 4. \u00c7eyrek-2024 1. \u00c7eyrek)<\/th>\n<th>Hisse Senedi Piyasas\u0131na Etkisi<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>GSY\u0130H B\u00fcy\u00fcmesi<\/td>\n<td>%5,33 (ilk 9 ay), 2023 3. \u00c7eyrek %5,85<\/td>\n<td>%6,0-6,5 (2023 4. \u00c7eyrek), %6,5-7 (2024 tam y\u0131l)<\/td>\n<td>Bankac\u0131l\u0131k hisseleri i\u00e7in olumlu (+%15-20), perakende (+%20-25), t\u00fcketici \u00fcr\u00fcnleri (+%12-15)<\/td>\n<\/tr>\n<tr>\n<td>Enflasyon<\/td>\n<td>%3,16 (9 ay), Eyl\u00fcl T\u00dcFE A\u011fustos'a g\u00f6re %0,8 artt\u0131<\/td>\n<td>%3,5-4,0 (2023 4. \u00c7eyrek), 2024'te %4'\u00fcn alt\u0131nda kalacak<\/td>\n<td>Kontrol alt\u0131nda, SBV'nin gev\u015fek para politikas\u0131n\u0131 s\u00fcrd\u00fcrmesine olanak tan\u0131yor<\/td>\n<\/tr>\n<tr>\n<td>Faiz Oran\u0131<\/td>\n<td>Y\u0131l ba\u015f\u0131na g\u00f6re %1,5-2 azald\u0131, gecelik bankalar aras\u0131 faiz oran\u0131: %3,8<\/td>\n<td>2023 4. \u00c7eyrekte %0,25-0,5 daha d\u00fc\u015fecek ve 2024'\u00fcn ilk yar\u0131s\u0131nda istikrar kazanacak<\/td>\n<td>Hisse senedi de\u011ferlemesini destekler (F\/K hedefi: 14,5-15,0x), \u00f6zellikle gayrimenkul ve menkul k\u0131ymetler i\u00e7in olumlu<\/td>\n<\/tr>\n<tr>\n<td>USD\/VND D\u00f6viz Kuru<\/td>\n<td>Y\u0131l ba\u015f\u0131ndan bu yana %3,2 artt\u0131, \u015fu anda 24.085 VND\/USD<\/td>\n<td>Bask\u0131 devam ediyor ancak kontrol alt\u0131nda, 24.000-24.500 aral\u0131\u011f\u0131nda dalgalan\u0131yor<\/td>\n<td>USD borcu olan i\u015fletmeler i\u00e7in zorlu (%5-8 kar azalmas\u0131), ihracat i\u00e7in faydal\u0131 (+%10-15 gelir)<\/td>\n<\/tr>\n<tr>\n<td>Kamu Yat\u0131r\u0131m\u0131 Harcamalar\u0131<\/td>\n<td>Y\u0131ll\u0131k plan\u0131n %51,38'i (307.628 milyar VND), A\u011fustos-Eyl\u00fcl'de h\u0131zland\u0131<\/td>\n<td>Plan\u0131n %90-95'ine ula\u015facak (2023 4. \u00c7eyrekte 230.000 milyar VND'ye e\u015fde\u011fer)<\/td>\n<td>\u0130n\u015faat malzemeleri (+%25-30), in\u015faat (+%18-22), \u00e7elik (+%20-25) i\u00e7in b\u00fcy\u00fck f\u0131rsat<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Pocket Option'\u0131n veri analizine g\u00f6re, Vietnam piyasas\u0131 bir birikim d\u00f6ng\u00fcs\u00fcn\u00fcn son a\u015famas\u0131nda (2023 1. \u00c7eyrek-3. \u00c7eyrek aras\u0131 7-9 ay s\u00fcren) ve 2023 4. \u00c7eyrekten 2024 2. \u00c7eyre\u011fe kadar yeni bir y\u00fckseli\u015f trendine girme olas\u0131l\u0131\u011f\u0131 %78,5. Son 10 piyasa d\u00f6ng\u00fcs\u00fcnde (2010-2023), VN-Index genellikle uzun bir birikim a\u015famas\u0131n\u0131n sona ermesinden sonraki ilk 6 ayda %18-25 artt\u0131.<\/p>\n\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Dragon Capital'de (Vietnam'da 3,8 milyar dolarl\u0131k varl\u0131k y\u00f6neten fon) Yat\u0131r\u0131m Direkt\u00f6r\u00fc Nguyen Duc Hung, \"Piyasa, son 3 y\u0131l\u0131n en \u00e7ekici de\u011ferlemesiyle uzun vadeli yat\u0131r\u0131mc\u0131lar i\u00e7in f\u0131rsatlar yarat\u0131yor. Kazan\u00e7 getirisi ile 10 y\u0131ll\u0131k tahvil getirisi aras\u0131ndaki fark \u015fu anda %2,7, 2020'den bu yana en y\u00fcksek seviyede, bu da VN-Index'in 2024'\u00fcn ilk yar\u0131s\u0131nda 1.350-1.400 puana ula\u015fma potansiyelini g\u00f6steriyor.\" dedi.<\/p>\n\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<h2 class=\"po-article-page__title\">Mevcut Piyasa A\u015famas\u0131nda Potansiyel Hisseleri Se\u00e7mek \u0130\u00e7in 7 Kantitatif Kriter<\/h2>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">\"\u015eu anda hangi hisseleri almal\u0131y\u0131m\" sorusu, k\u0131sa vadeli \u00f6nerileri takip etmek yerine bilimsel bir de\u011ferlendirme y\u00f6ntemi gerektirir. Pocket Option'\u0131n Vietnam'daki 2.580 ba\u015far\u0131l\u0131 yat\u0131r\u0131mc\u0131yla yapt\u0131\u011f\u0131 ara\u015ft\u0131rmaya dayanarak, 2023 4. \u00c7eyrekte potansiyel hisseleri belirlemenize yard\u0131mc\u0131 olacak 7 spesifik kantitatif kriter:<\/p>\n\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<h3 class=\"po-article-page__title\">1. 5 Temel Finansal G\u00f6stergelerle \u0130\u015fletme Temelleri Analizi<\/h3>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Sa\u011flam i\u015fletme temelleri, orta ve uzun vadeli yat\u0131r\u0131mda ba\u015far\u0131n\u0131n bir numaral\u0131 fakt\u00f6r\u00fcd\u00fcr. \u00d6zellikle, en \u00f6nemli 5 finansal g\u00f6stergeye odaklan\u0131n:<\/p>\n\n<\/div>\n<div class=\"po-container po-container_width_article-sm article-content po-article-page__text\">\n<ul class=\"po-article-page-list\">\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">\u00d6zsermaye Getirisi (ROE):\u00a0\u00dcst \u00fcste 3 y\u0131l boyunca ROE &gt; %15 olan ve sekt\u00f6r ortalamas\u0131ndan %20-30 daha y\u00fcksek olan i\u015fletmelere \u00f6ncelik verin. Bu g\u00f6sterge, y\u00f6netimin sermaye kullan\u0131m verimlili\u011fini yans\u0131t\u0131r.<\/li>\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Kar Marj\u0131:\u00a0Br\u00fct kar marj\u0131 &gt; %25 ve net kar marj\u0131 &gt; %10, i\u015fletmenin s\u00fcrd\u00fcr\u00fclebilir rekabet avantajlar\u0131na sahip oldu\u011funu g\u00f6sterir. Daha da \u00f6nemlisi, son 4-6 \u00e7eyrekte kar marjlar\u0131n\u0131n iyile\u015fme e\u011filimi son derece olumlu bir i\u015farettir.<\/li>\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Bor\u00e7-\u00d6zsermaye Oran\u0131 (D\/E):\u00a0D\/E oran\u0131 &lt; 1 olan i\u015fletmeler, dalgal\u0131 faiz oran\u0131 ortam\u0131nda iyi bir dayan\u0131kl\u0131l\u0131\u011fa sahiptir. \u00d6zellikle 2023-2024 ba\u011flam\u0131nda sermaye maliyetinin y\u00fcksek oldu\u011fu d\u00f6nemde \u00f6nemlidir.<\/li>\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Faaliyet Nakit Ak\u0131\u015f\u0131:\u00a04-6 \u00e7eyrek boyunca pozitif faaliyet nakit ak\u0131\u015f\u0131 (OCF) ve vergi sonras\u0131 net kardan (NPAT) daha b\u00fcy\u00fck olan i\u015fletmeler, kar kalitesini ve s\u00fcrd\u00fcr\u00fclebilir b\u00fcy\u00fcme potansiyelini garanti eder.<\/li>\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Temett\u00fc \u00d6deme Yetene\u011fi:\u00a0Y\u0131ll\u0131k %4-7 oran\u0131nda d\u00fczenli temett\u00fc \u00f6demeleri ge\u00e7mi\u015fi ve makul bir \u00f6deme oran\u0131 (kar\u0131n %40-60'\u0131) olan i\u015fletmeler, b\u00fcy\u00fcme ve hissedar getirileri aras\u0131nda iyi bir denge kurar.<\/li>\n<\/ul>\n<\/div>\n<div class=\"po-container po-container_width_article po-article-page__table\">\n<div class=\"po-table\">\n<table>\n<thead>\n<tr>\n<th>G\u00f6sterge<\/th>\n<th>Harika (A)<\/th>\n<th>\u0130yi (B)<\/th>\n<th>Ortalama (C)<\/th>\n<th>Dikkatli (D)<\/th>\n<th>Harika \u0130\u015fletme \u00d6rnekleri<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>ROE<\/td>\n<td>&gt;%20<\/td>\n<td>%15-20<\/td>\n<td>%10-15<\/td>\n<td>&lt;%10<\/td>\n<td>FPT (%22,6), VNM (%24,5), PNJ (%25,8)<\/td>\n<\/tr>\n<tr>\n<td>Net Kar Marj\u0131<\/td>\n<td>&gt;%15<\/td>\n<td>%10-15<\/td>\n<td>%5-10<\/td>\n<td>&lt;%5<\/td>\n<td>VNM (%17,3), DGC (%30,2), FPT (%15,8)<\/td>\n<\/tr>\n<tr>\n<td>Bor\u00e7\/\u00d6zsermaye Oran\u0131<\/td>\n<td>&lt;0,5<\/td>\n<td>0,5-1<\/td>\n<td>1-1,5<\/td>\n<td>&gt;1,5<\/td>\n<td>MWG (0,35), VNM (0,31), FPT (0,47)<\/td>\n<\/tr>\n<tr>\n<td>OCF\/NPAT<\/td>\n<td>&gt;1,2<\/td>\n<td>1,0-1,2<\/td>\n<td>0,8-1,0<\/td>\n<td>&lt;0,8<\/td>\n<td>VCB (1,4), PNJ (1,3), VNM (1,25)<\/td>\n<\/tr>\n<tr>\n<td>Temett\u00fc Verimi<\/td>\n<td>&gt;%6<\/td>\n<td>%4-6<\/td>\n<td>%2-4<\/td>\n<td>&lt;%2<\/td>\n<td>REE (%6,8), POW (%6,5), VNM (%6,2)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<h3 class=\"po-article-page__title\">2. 4 En \u00d6nemli G\u00f6sterge ile \u00c7ekici De\u011ferleme<\/h3>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">\u0130yi hisseleri \u00e7ok y\u00fcksek fiyatlarla almak, b\u00fcy\u00fcme potansiyelini s\u0131n\u0131rlayacakt\u0131r. 2023 4. \u00c7eyrek piyasa ba\u011flam\u0131nda, 4 ana de\u011ferleme g\u00f6stergesine odaklan\u0131n:<\/p>\n\n<\/div>\n<div class=\"po-container po-container_width_article-sm article-content po-article-page__text\">\n<ul class=\"po-article-page-list\">\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">F\/K (Fiyat Kazan\u00e7 Oran\u0131):\u00a0Sekt\u00f6r ortalamas\u0131ndan %20-30 daha d\u00fc\u015f\u00fck ve \u015firketin kendi 5 y\u0131ll\u0131k ortalamas\u0131ndan %15-20 daha d\u00fc\u015f\u00fck F\/K oran\u0131na sahip hisselere \u00f6ncelik verin. \u00d6zellikle \u00e7ekici olan, ileriye d\u00f6n\u00fck F\/K (\u00f6n\u00fcm\u00fczdeki 4 \u00e7eyrek i\u00e7in tahmin edilen EPS'ye dayal\u0131) ge\u00e7mi\u015f F\/K'dan (son 4 \u00e7eyrek) daha d\u00fc\u015f\u00fck oldu\u011funda.<\/li>\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">F\/\u00d6 (Fiyat Defter De\u011feri Oran\u0131):\u00a0Genel olarak F\/\u00d6 &lt; 1,5 \u00e7ekici kabul edilir, \u00f6zellikle ROE &gt; %15 oldu\u011funda. F\/\u00d6\/ROE oran\u0131 &lt; 0,1 genellikle iyi bir al\u0131m noktas\u0131d\u0131r.<\/li>\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">EV\/EBITDA:\u00a0EV\/EBITDA seviyesi &lt; 7x genellikle \u00e7ekici bir de\u011ferlemeyi g\u00f6sterir, \u00f6zellikle b\u00fcy\u00fck sabit varl\u0131klara sahip i\u015fletmeler i\u00e7in. Do\u011fru de\u011ferlendirme i\u00e7in sekt\u00f6r ortalamalar\u0131 ile kar\u015f\u0131la\u015ft\u0131r\u0131n.<\/li>\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">PEG (F\/K B\u00fcy\u00fcme Oran\u0131):\u00a0PEG &lt; 1, hissenin beklenen b\u00fcy\u00fcme oran\u0131ndan daha d\u00fc\u015f\u00fck de\u011ferlendi\u011fini g\u00f6sterir. Form\u00fcl: PEG = F\/K \u00f7 Beklenen EPS B\u00fcy\u00fcmesi (%\/y\u0131l).<\/li>\n<\/ul>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Pocket Option'\u0131n \u00f6zel \"De\u011fer B\u00f6lgesi Bulucu\" arac\u0131, Vietnam'da listelenen 1.685 hisseyi analiz etti ve yukar\u0131daki kriterlere g\u00f6re \u00e7ekici de\u011ferlemelerde i\u015flem g\u00f6ren 128 hisse belirledi. Bunlar aras\u0131nda dikkat \u00e7eken, 42 hisse ROE &gt; %15 ve sekt\u00f6r ortalamas\u0131ndan %20 daha d\u00fc\u015f\u00fck F\/K oran\u0131na sahip.<\/p>\n\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<h3 class=\"po-article-page__title\">3. Sekt\u00f6r Beklentileri ve Kantitatif Rekabet Pozisyonu<\/h3>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Hangi hisseleri alaca\u011f\u0131n\u0131z\u0131 se\u00e7mek, sekt\u00f6r beklentileri ve i\u015fletmenin spesifik rekabet pozisyonu ba\u011flam\u0131nda ele al\u0131nmal\u0131d\u0131r. Kantitatif olarak de\u011ferlendirilecek \u00f6nemli fakt\u00f6rler:<\/p>\n\n<\/div>\n<div class=\"po-container po-container_width_article-sm article-content po-article-page__text\">\n<ul class=\"po-article-page-list\">\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Sekt\u00f6r B\u00fcy\u00fcme Oran\u0131:\u00a0D\u00fcnya Bankas\u0131, GSO ve pazar ara\u015ft\u0131rma \u015firketleri gibi kurulu\u015flardan al\u0131nan verilere ve tahminlere dayanarak, \u00f6n\u00fcm\u00fczdeki 5 y\u0131lda gelir YBBO &gt; %10\/y\u0131l olan sekt\u00f6rlere \u00f6ncelik verin.<\/li>\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Pazar Pay\u0131:\u00a0Pazar pay\u0131 &gt;%20 olan ve son 2-3 y\u0131lda art\u0131\u015f e\u011filiminde olan lider i\u015fletmeler, \u00f6l\u00e7ek etkilerinden faydalanacakt\u0131r. Pocket Option'\u0131n ara\u015ft\u0131rmas\u0131na g\u00f6re, s\u00fcrekli artan pazar pay\u0131na sahip i\u015fletmeler, ayn\u0131 sekt\u00f6rdeki rakiplerine g\u00f6re %25-30 daha y\u00fcksek ROE'ye sahiptir.<\/li>\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Giri\u015f Engelleri:\u00a0Son 3 y\u0131lda yeni rakip say\u0131s\u0131 ve sekt\u00f6re giren yeni i\u015fletmelerin ba\u015far\u0131s\u0131zl\u0131k oran\u0131 \u00fczerinden kantitatif de\u011ferlendirme. Yeni rakiplerin y\u0131lda %10 azald\u0131\u011f\u0131 sekt\u00f6rler genellikle daha istikrarl\u0131 kar marjlar\u0131na sahiptir.<\/li>\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Yenilik Seviyesi:\u00a0Ar-Ge'ye harcanan gelir y\u00fczdesi ve y\u0131ll\u0131k olarak piyasaya s\u00fcr\u00fclen yeni \u00fcr\u00fcn\/hizmet say\u0131s\u0131 \u00fczerinden kantitatif de\u011ferlendirme. Gelirinin &gt;%5'ini Ar-Ge'ye harcayan i\u015fletmeler genellikle uzun vadeli rekabet avantajlar\u0131n\u0131 korur.<\/li>\n<\/ul>\n<\/div>\n<div class=\"po-container po-container_width_article po-article-page__table\">\n<div class=\"po-table\">\n<table>\n<thead>\n<tr>\n<th>Sekt\u00f6r<\/th>\n<th>2023-2026 YBBO Tahmini<\/th>\n<th>Ana Etki Fakt\u00f6rleri<\/th>\n<th>Lider \u0130\u015fletmeler (Pazar Pay\u0131)<\/th>\n<th>\u00c7ekici De\u011ferleme Seviyesi (F\/K)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Bankac\u0131l\u0131k<\/td>\n<td>+%14,2<\/td>\n<td>Geli\u015fmi\u015f NIM (+%0,3-0,5), kredi b\u00fcy\u00fcmesi %14-15\/y\u0131l, NPL %2'nin alt\u0131nda kontrol ediliyor<\/td>\n<td>VCB (%14,8), BID (%13,2), CTG (%12,5)<\/td>\n<td>&lt;9x (mevcut: 7,5-8,5x)<\/td>\n<\/tr>\n<tr>\n<td>Perakende<\/td>\n<td>+%11,8<\/td>\n<td>Harcamalar\u0131n toparlanmas\u0131 (+%8 Y\u0131ll\u0131k), 2023'te 5,1 milyar dolarl\u0131k pazar, zincir geni\u015flemesi (+150-200 ma\u011faza\/y\u0131l)<\/td>\n<td>MWG (%45 elektronik, %23 bakkal), PNJ (%60 m\u00fccevher)<\/td>\n<td>&lt;16x (mevcut: 13-15x)<\/td>\n<\/tr>\n<tr>\n<td>Bilgi Teknolojisi<\/td>\n<td>+%18,5<\/td>\n<td>Dijital d\u00f6n\u00fc\u015f\u00fcm (+%25 IT harcamas\u0131), yaz\u0131l\u0131m ihracat\u0131 (+%28 Y\u0131ll\u0131k), AI pazar\u0131 250-300 milyon dolar<\/td>\n<td>FPT (%52 yaz\u0131l\u0131m ihracat\u0131), CMG (%18 IT \u00e7\u00f6z\u00fcmleri), VGI (%12)<\/td>\n<td>&lt;18x (mevcut: 16-17x)<\/td>\n<\/tr>\n<tr>\n<td>Gayrimenkul<\/td>\n<td>+%8,2<\/td>\n<td>2024 Arazi Kanunu de\u011fi\u015fikli\u011fi, projelerin %70-80'inin yasal t\u0131kan\u0131kl\u0131klar\u0131 \u00e7\u00f6z\u00fcld\u00fc, faiz oranlar\u0131 zirveden %1,5-2 d\u00fc\u015ft\u00fc<\/td>\n<td>VHM (%23 konut), NLG (%5,2 konut), KDH (%4,8 konut)<\/td>\n<td>&lt;12x (mevcut: 8-10x)<\/td>\n<\/tr>\n<tr>\n<td>\u0130n\u015faat Malzemeleri<\/td>\n<td>+%15,3<\/td>\n<td>Kamu yat\u0131r\u0131m\u0131 600.000 milyar VND (2023), \u00e7elik t\u00fcketimi +%10 Y\u0131ll\u0131k, \u00e7elik fiyat\u0131 +%5-8 2023 4. \u00c7eyrek<\/td>\n<td>HPG (%32,5 in\u015faat \u00e7eli\u011fi), HSG (%36 kaplamal\u0131 \u00e7elik), VGS (%8,2)<\/td>\n<td>&lt;10x (mevcut: 8-9x)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<h2 class=\"po-article-page__title\">2023 4. \u00c7eyrek-2024 1. \u00c7eyrek D\u00f6neminde %20-30 Getiri Beklenen 10 Potansiyel Hisse<\/h2>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Belirtilen 7 de\u011ferlendirme kriterine ve teknik analize dayanarak, Pocket Option taraf\u0131ndan 2023 4. \u00c7eyrek-2024 1. \u00c7eyrek d\u00f6nemi i\u00e7in y\u00fcksek puan alan 10 potansiyel hisse listesi a\u015fa\u011f\u0131da verilmi\u015ftir. Bu analiz, 30 Eyl\u00fcl 2023'e kadar g\u00fcncellenmi\u015f finansal verilere ve her sekt\u00f6r i\u00e7in ilgili a\u011f\u0131rl\u0131kl\u0131 ortalama sermaye maliyeti (WACC) ile DCF (\u0130skontolu Nakit Ak\u0131\u015f\u0131) de\u011ferleme modeline dayanmaktad\u0131r.<\/p>\n\n<\/div>\n<div class=\"po-container po-container_width_article po-article-page__table\">\n<div class=\"po-table\">\n<table>\n<thead>\n<tr>\n<th>Hisse Kodu<\/th>\n<th>Sekt\u00f6r<\/th>\n<th>Mevcut Fiyat (VND)<\/th>\n<th>F\/K<\/th>\n<th>ROE (%)<\/th>\n<th>Yat\u0131r\u0131m Tezi<\/th>\n<th>Hedef Fiyat (Y\u00fckseli\u015f)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>FPT<\/td>\n<td>Teknoloji<\/td>\n<td>88.500<\/td>\n<td>17,2<\/td>\n<td>22,6<\/td>\n<td>- Yaz\u0131l\u0131m ihracat geliri 2023 9A'da %28,3 artt\u0131 (1,1 milyar $)- 2023 2. \u00c7eyrek-3. \u00c7eyrek'te 5 milyon $'dan b\u00fcy\u00fck 15 s\u00f6zle\u015fme imzaland\u0131- 2023-2025 d\u00f6neminde AI ve dijital d\u00f6n\u00fc\u015f\u00fcme 100 milyon $ yat\u0131r\u0131m- Y\u00fcksek de\u011ferli hizmetler sayesinde kar marj\u0131 %13,4'ten %15,8'e y\u00fckseldi<\/td>\n<td>107.000 (+%20,9)<\/td>\n<\/tr>\n<tr>\n<td>MWG<\/td>\n<td>Perakende<\/td>\n<td>45.200<\/td>\n<td>15,8<\/td>\n<td>16,3<\/td>\n<td>- TGDD &amp; DMX i\u00e7in gelir toparlanmas\u0131 (2023 3. \u00c7eyrek'te %12 \u00c7eyrekten \u00c7eyre\u011fe)- BHX, A\u011fustos 2023'te EBITDA ba\u015fa ba\u015f noktas\u0131na ula\u015ft\u0131, 2023 4. \u00c7eyrek'te karl\u0131 olmas\u0131 bekleniyor- Sistem genelinde i\u015fletme maliyetlerinde %15 azalma- 2023 4. \u00c7eyrek-2024 1. \u00c7eyrek'te 225 yeni ma\u011faza a\u00e7\u0131lmas\u0131 bekleniyor<\/td>\n<td>58.500 (+%29,4)<\/td>\n<\/tr>\n<tr>\n<td>ACB<\/td>\n<td>Bankac\u0131l\u0131k<\/td>\n<td>23.800<\/td>\n<td>6,1<\/td>\n<td>21,8<\/td>\n<td>- Sekt\u00f6rdeki en y\u00fcksek NIM (%3,94), CASA %25,2 (2023 3. \u00c7eyrek)- Sistemdeki en d\u00fc\u015f\u00fck NPL (%0,74)- 2024 1. \u00c7eyrek'te \u00f6zel yerle\u015ftirme yoluyla sermayeyi %30 art\u0131rmas\u0131 bekleniyor- B\u00fcy\u00fck kalan kredi alan\u0131 (%8-10 2023 4. \u00c7eyrek)<\/td>\n<td>29.600 (+%24,4)<\/td>\n<\/tr>\n<tr>\n<td>HPG<\/td>\n<td>\u00c7elik<\/td>\n<td>24.500<\/td>\n<td>14,3<\/td>\n<td>12,7<\/td>\n<td>- \u0130n\u015faat \u00e7eli\u011fi hacmi y\u0131ll\u0131k %40 artt\u0131 (Eyl\u00fcl 2023)- Br\u00fct kar marj\u0131 %9,8'den %14,2'ye iyile\u015fti (2023 2. \u00c7eyrek-3. \u00c7eyrek)- 2023 4. \u00c7eyrek'te 230.000 milyar VND kamu yat\u0131r\u0131m\u0131 harcamas\u0131ndan faydalan\u0131yor- Uygun HRC ve demir cevheri fiyatlar\u0131 (zirveden %5-8 d\u00fc\u015ft\u00fc)<\/td>\n<td>30.200 (+%23,3)<\/td>\n<\/tr>\n<tr>\n<td>VNM<\/td>\n<td>G\u0131da<\/td>\n<td>75.600<\/td>\n<td>16,2<\/td>\n<td>24,5<\/td>\n<td>- 2 y\u0131l sonra ilk \u00fcr\u00fcn fiyat art\u0131\u015f\u0131 (%3-5, 15 Eyl\u00fcl 2023'ten itibaren)- Hammadde s\u00fct fiyatlar\u0131ndaki %15-20 d\u00fc\u015f\u00fc\u015f nedeniyle kar marj\u0131 iyile\u015fti- G\u00fc\u00e7l\u00fc ihracat toparlanmas\u0131 (+%18,5 Y\u0131ll\u0131k), \u00f6zellikle \u00c7in pazar\u0131- \u00c7ekici temett\u00fc verimi (%6-7\/y\u0131l), Kas\u0131m 2023'te \u00f6deme bekleniyor<\/td>\n<td>92.000 (+%21,7)<\/td>\n<\/tr>\n<tr>\n<td>POW<\/td>\n<td>Elektrik<\/td>\n<td>12.300<\/td>\n<td>12,7<\/td>\n<td>9,5<\/td>\n<td>- Elektrik talebi y\u0131ll\u0131k %9,2 artt\u0131 (2023 9A)- EVN, 9 May\u0131s 2023'ten itibaren elektrik fiyat\u0131n\u0131 %3 art\u0131rd\u0131, 2024'te %3-5 daha art\u0131rmas\u0131 bekleniyor- Gazla \u00e7al\u0131\u015fan elektrik hacmi 2023 3. \u00c7eyrek'te %22 artt\u0131- Gaz fiyatlar\u0131ndaki %8-10 d\u00fc\u015f\u00fc\u015f nedeniyle kar marj\u0131 iyile\u015fti<\/td>\n<td>15.800 (+%28,5)<\/td>\n<\/tr>\n<tr>\n<td>DGC<\/td>\n<td>Kimyasallar<\/td>\n<td>79.800<\/td>\n<td>8,6<\/td>\n<td>30,2<\/td>\n<td>- Sar\u0131 fosfor fiyat\u0131 3.800-4.000 $\/ton seviyesinde sabitlendi (2023 3. \u00c7eyrek)- Y\u0131lda 30.000 ton sar\u0131 fosfor tesisi %100 kapasiteyle \u00e7al\u0131\u015f\u0131yor- Y\u00fcksek safl\u0131kta fosforik asit projesi (60.000 ton) 2023 4. \u00c7eyrek'ten itibaren \u00e7al\u0131\u015f\u0131yor- Elektrikli ara\u00e7lar i\u00e7in LFP pil trendinden b\u00fcy\u00fck faydalar (+%35 talep\/y\u0131l)<\/td>\n<td>105.000 (+%31,6)<\/td>\n<\/tr>\n<tr>\n<td>VHM<\/td>\n<td>Gayrimenkul<\/td>\n<td>48.500<\/td>\n<td>8,3<\/td>\n<td>13,8<\/td>\n<td>- Ocean City, Grand Park'ta 4.800 birimin teslimat\u0131 2023 4. \u00c7eyrek-2024 1. \u00c7eyrek- 3 b\u00fcy\u00fck proje i\u00e7in yasal t\u0131kan\u0131kl\u0131klar \u00e7\u00f6z\u00fcld\u00fc (Vinhomes Dream City, Green Halong, Smart City)- 2023 4. \u00c7eyrek'te 14.000-15.000 milyar kar kaydedilmesi bekleniyor- \u00c7ekici de\u011ferleme (F\/\u00d6: 1,2), 5 y\u0131ll\u0131k ortalamadan %25 daha d\u00fc\u015f\u00fck<\/td>\n<td>60.000 (+%23,7)<\/td>\n<\/tr>\n<tr>\n<td>PNJ<\/td>\n<td>M\u00fccevher Perakendecili\u011fi<\/td>\n<td>92.700<\/td>\n<td>16,5<\/td>\n<td>25,8<\/td>\n<td>- 2023 9A geliri 26.420 milyar VND'ye ula\u015ft\u0131 (+%5,7 Y\u0131ll\u0131k)- Y\u0131l ba\u015f\u0131ndan bu yana 22 yeni ma\u011faza a\u00e7\u0131ld\u0131, \u00fclke genelinde toplam 385 ma\u011faza- Y\u00fcksek kaliteli m\u00fccevher oran\u0131 %35'ten %42'ye y\u00fckseldi (kar marj\u0131: %30-32)- Y\u00fcksek enflasyon d\u00f6neminde g\u00fcvenli liman varl\u0131k olarak m\u00fccevher trendinden faydalar<\/td>\n<td>115.000 (+%24,1)<\/td>\n<\/tr>\n<tr>\n<td>CTG<\/td>\n<td>Bankac\u0131l\u0131k<\/td>\n<td>29.400<\/td>\n<td>7,8<\/td>\n<td>15,6<\/td>\n<td>- NPL, %1,47'den %1,25'e \u00f6nemli \u00f6l\u00e7\u00fcde azald\u0131 (2023 2. \u00c7eyrek-3. \u00c7eyrek)- Eyl\u00fcl 2023'te 10.000 milyar VND sermaye art\u0131\u015f\u0131 tamamland\u0131, CAR &gt;%11'e y\u00fckseldi- 2023 i\u00e7in %12-14 kredi b\u00fcy\u00fcmesi bekleniyor- D\u00fc\u015f\u00fck de\u011ferleme (F\/\u00d6: 1,4), sekt\u00f6r ortalamas\u0131na g\u00f6re (1,9)<\/td>\n<td>36.500 (+%24,1)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">HCMC'de 12 milyar VND portf\u00f6y y\u00f6neten Ki\u015fisel Yat\u0131r\u0131m Ba\u015fkan\u0131 Tran Minh Tuan, pratik deneyimini payla\u015f\u0131yor: \"2023 ba\u015f\u0131ndan beri FPT'ye ortalama 75.200 VND ve MWG'ye 39.500 VND fiyatla yat\u0131r\u0131m yapt\u0131m, 2023 1. \u00c7eyrek i\u015f sonu\u00e7lar\u0131nda tersine d\u00f6n\u00fc\u015f i\u015faretlerini analiz etti\u011fimde. Stratejim, %20'nin \u00fczerinde ROE'ye sahip, toparlanma d\u00f6ng\u00fcs\u00fcn\u00fcn erken a\u015famas\u0131nda ve b\u00fcy\u00fck b\u00fcy\u00fcme potansiyeline sahip sekt\u00f6r lideri \u015firketleri aramak. Sonu\u00e7 olarak, portf\u00f6y\u00fcm y\u0131l\u0131n ilk 9 ay\u0131nda %22,7 artt\u0131, VN-Index ise sadece %7,5 artt\u0131.\"<\/p>\n\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<h2 class=\"po-article-page__title\">Her Piyasa A\u015famas\u0131 \u0130\u00e7in \u00d6zel Yat\u0131r\u0131m Stratejileri ve Etkili Ticaret Modelleri<\/h2>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Hangi hisseleri alaca\u011f\u0131n\u0131za karar verirken, piyasa a\u015famas\u0131na ve ki\u015fisel yat\u0131r\u0131m tarz\u0131na uygun stratejiler uygulamak ba\u015far\u0131 i\u00e7in kilit bir fakt\u00f6rd\u00fcr. Son 5 y\u0131l\u0131n verilerinin analizi temelinde, Pocket Option her piyasa a\u015famas\u0131 i\u00e7in belirli giri\u015f\/\u00e7\u0131k\u0131\u015f noktalar\u0131 ile detayl\u0131 bir strateji seti geli\u015ftirmi\u015ftir.<\/p>\n\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<h3 class=\"po-article-page__title\">4 Ana Piyasa A\u015famas\u0131 \u0130\u00e7in Ticaret Stratejileri<\/h3>\n<\/div>\n<div class=\"po-container po-container_width_article po-article-page__table\">\n<div class=\"po-table\">\n<table>\n<thead>\n<tr>\n<th>Piyasa A\u015famas\u0131<\/th>\n<th>Kantitatif \u00d6zellikler<\/th>\n<th>Uygun Hisse Gruplar\u0131<\/th>\n<th>\u00d6zel Da\u011f\u0131t\u0131m ve Ticaret Stratejileri<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Derin D\u00fc\u015f\u00fc\u015f (Ay\u0131 Piyasas\u0131)<\/td>\n<td>- VN-Index zirveden &gt;%20 d\u00fc\u015ft\u00fc- Haftal\u0131k RSI(14) &lt; 30- Likidite 20 haftal\u0131k ortalaman\u0131n &lt;%50'si- D\u00fc\u015fen hisselerin\/toplam\u0131n oran\u0131 &gt;%80<\/td>\n<td>- Savunma hisseleri: Elektrik (POW, REE), su (BWE), ila\u00e7 (DHG)- G\u00fc\u00e7l\u00fc temellere sahip, d\u00fc\u015f\u00fck bor\u00e7 oran\u0131 olan hisseler- \u00d6zel \u00f6rnekler: VNM, REE, NT2, TLG<\/td>\n<td>- Sermayeyi 5 par\u00e7aya b\u00f6l\u00fcn, VN-Index %5-7 daha d\u00fc\u015ft\u00fc\u011f\u00fcnde kademeli olarak yat\u0131r\u0131m yap\u0131n- Piyasa derin d\u00fc\u015ft\u00fc\u011f\u00fcnde sadece %50-60 sat\u0131n al\u0131n, %40-50 nakit tutun- Etkili ticaret modeli: \"\u00c7ift Dip Yakalama\" - g\u00fcnl\u00fck RSI(14) &lt; 30 oldu\u011funda hacmin 1\/3'\u00fcn\u00fc sat\u0131n al\u0131n, daha y\u00fcksek dip olu\u015ftu\u011funda ve MACD tersine d\u00f6nmeye ba\u015flad\u0131\u011f\u0131nda ek 2\/3 sat\u0131n al\u0131n- Portf\u00f6yde y\u00fcksek temett\u00fcleri koruyun (&gt;%6\/y\u0131l)<\/td>\n<\/tr>\n<tr>\n<td>Birikim Piyasas\u0131<\/td>\n<td>- VN-Index \u00b1%7-10 aral\u0131\u011f\u0131nda dalgalan\u0131yor- Haftal\u0131k RSI(14) 40-60 b\u00f6lgesinde- 20 haftal\u0131k ortalamaya e\u015fde\u011fer stabil likidite- Y\u00fckselen\/d\u00fc\u015fen hisse oran\u0131 dengeli (%40-60)<\/td>\n<td>- \u00c7ekici de\u011ferlemeye sahip mavi \u00e7ipler: F\/K &lt; 12x, F\/\u00d6 &lt; 1,5x- \u00d6n\u00fcm\u00fczdeki 1-2 \u00e7eyrekte kar iyile\u015ftirme potansiyeline sahip hisseler- \u00d6zel \u00f6rnekler: ACB, VPB, HPG, DGC, MSN<\/td>\n<td>- Hisselere %60-70, nakite %30-40 tahsis edin- Dalgalanma aral\u0131\u011f\u0131nda \"destekte al, diren\u00e7te sat\" stratejisini kullan\u0131n- Etkili ticaret modeli: \"Onaylanm\u0131\u015f K\u0131r\u0131lma\" - fiyat direnci k\u0131rd\u0131\u011f\u0131nda ve hacim 20 seans ortalamas\u0131n\u0131n &gt;%50'si artt\u0131\u011f\u0131nda sat\u0131n al\u0131n- Karlar\u0131 korumak i\u00e7in %7-10 takip eden durdurma ayarlay\u0131n<\/td>\n<\/tr>\n<tr>\n<td>B\u00fcy\u00fcme Piyasas\u0131 (Bo\u011fa Piyasas\u0131)<\/td>\n<td>- VN-Index dipten &gt;%20 artt\u0131- Haftal\u0131k RSI(14) &gt; 60- Likidite 20 haftal\u0131k ortalamaya g\u00f6re &gt;%30 artt\u0131- Haftal\u0131k grafikte MA20 \u00e7izgisi MA50'nin \u00fczerine \u00e7\u0131kt\u0131<\/td>\n<td>- Y\u00fcksek beta'ya sahip sekt\u00f6r lideri hisseler: Bankac\u0131l\u0131k, menkul k\u0131ymetler, gayrimenkul- Ekonomik b\u00fcy\u00fcme d\u00f6ng\u00fcs\u00fcnden faydalanan hisseler- \u00d6zel \u00f6rnekler: VCB, CTG, HDB, VND, SSI, VHM<\/td>\n<td>- Hisselere %80-90, nakite %10-20 tahsis edin- \"Al ve tut\" stratejisini \"trend takibi\" ile birle\u015ftirin- Etkili ticaret modeli: \"K\u0131r\u0131lma sonras\u0131 geri \u00e7ekilme\" - fiyat k\u0131rd\u0131\u011f\u0131 diren\u00e7 seviyesini test etmek i\u00e7in d\u00fczeltme yapt\u0131\u011f\u0131nda sat\u0131n al\u0131n- Y\u00fckseli\u015f trendinde karlar\u0131 maksimize etmek i\u00e7in daha geni\u015f takip eden durdurma (12-15%) koruyun<\/td>\n<\/tr>\n<tr>\n<td>A\u015f\u0131r\u0131 Is\u0131nm\u0131\u015f Piyasa (Balon)<\/td>\n<td>- VN-Index 6-12 ayda &gt;%50 artt\u0131- Haftal\u0131k RSI(14) &gt; 75 (a\u015f\u0131r\u0131 al\u0131m b\u00f6lgesi)- Piyasa F\/K &gt;18-20x- Anormal likidite, 20 haftal\u0131k ortalaman\u0131n 2-3 kat\u0131<\/td>\n<td>- Spek\u00fclatif hisseleri kademeli olarak azalt\u0131n, y\u00fcksek likidite- Makul de\u011ferlemeye sahip savunma hisselerinin oran\u0131n\u0131 art\u0131r\u0131n- \u00d6zel \u00f6rnekler: FPT, VNM ve F\/K &lt; 15x olan hisseleri tutun<\/td>\n<td>- Piyasa a\u015f\u0131r\u0131 \u0131s\u0131nma belirtileri g\u00f6sterdi\u011finde sermayeyi \u00e7ekmeye ba\u015flay\u0131n- Hisse oran\u0131n\u0131 kademeli olarak %30-40'a d\u00fc\u015f\u00fcr\u00fcn, nakiti %60-70'e art\u0131r\u0131n- Etkili ticaret modeli: \"Par\u00e7a par\u00e7a sat\" - g\u00fcnl\u00fck RSI(14) &gt; 80 oldu\u011funda hacmin 1\/3'\u00fcn\u00fc sat\u0131n, tersine d\u00f6n\u00fc\u015f mumlar\u0131 g\u00f6r\u00fcnd\u00fc\u011f\u00fcnde 1\/3 daha sat\u0131n, fiyat y\u00fckseli\u015f trendini k\u0131rd\u0131\u011f\u0131nda kalan\u0131n\u0131 sat\u0131n- Kalan pozisyonlar i\u00e7in s\u0131k\u0131 durdurma (5-7%) ayarlay\u0131n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Pocket Option'\u0131n teknik analizine g\u00f6re, Vietnam hisse senedi piyasas\u0131 \u015fu anda birikim d\u00f6ng\u00fcs\u00fcn\u00fcn son a\u015famas\u0131nda ve b\u00fcy\u00fcme piyasas\u0131n\u0131n erken a\u015famas\u0131na ge\u00e7i\u015f belirtileri g\u00f6steriyor, do\u011frulay\u0131c\u0131 sinyaller:<\/p>\n\n<\/div>\n<div class=\"po-container po-container_width_article-sm article-content po-article-page__text\">\n<ul class=\"po-article-page-list\">\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">VN-Index:\u00a0911 puan (11\/2022) dibine k\u0131yasla 1.042 puanda (8\/2023) daha y\u00fcksek bir dip olu\u015fturdu<\/li>\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Likidite:\u00a0\u00d6nceki \u00e7eyre\u011fe g\u00f6re %18,2 artt\u0131, 15.200 milyar VND\/oturum seviyesine ula\u015ft\u0131<\/li>\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Teknik g\u00f6stergeler:\u00a0Haftal\u0131k MACD pozitif b\u00f6lgede, haftal\u0131k RSI(14) 55,8'e ula\u015ft\u0131 (&gt;50), olumlu bir trend g\u00f6steriyor<\/li>\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Yabanc\u0131 yat\u0131r\u0131mc\u0131lar:\u00a02023 3. \u00c7eyrekte 8.735 milyar VND net al\u0131m yapt\u0131, mavi \u00e7iplere odakland\u0131<\/li>\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">De\u011ferleme:\u00a0Piyasa F\/K 13,5x, 5 y\u0131ll\u0131k ortalaman\u0131n alt\u0131nda (15,2x), fiyat art\u0131\u015flar\u0131 i\u00e7in alan g\u00f6steriyor<\/li>\n<\/ul>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">SSI Securities'te Analiz Ba\u015fkan\u0131 Nguyen Hoang Long, \"Piyasa \u015fu anda VN-Index'in bir y\u0131l boyunca yatay hareket ettikten sonra ba\u015far\u0131l\u0131 bir \u015fekilde birikti\u011fi ve 2018'e kadar s\u00fcren yeni bir y\u00fckseli\u015f d\u00f6ng\u00fcs\u00fcne ba\u015flad\u0131\u011f\u0131 2016 3. \u00c7eyrek d\u00f6nemiyle bir\u00e7ok benzerlik g\u00f6steriyor. \u00d6zellikle, kazan\u00e7 getirisi (%7,4) ile 10 y\u0131ll\u0131k devlet tahvili getirisi (%4,7) aras\u0131ndaki fark, son 3 y\u0131l\u0131n en y\u00fcksek seviyesi olan %2,7'de. Yat\u0131r\u0131mc\u0131lar, 2023 3. \u00c7eyrek i\u015f sonu\u00e7lar\u0131 %15'in \u00fczerinde b\u00fcy\u00fcyen, makul F\/K de\u011ferlemesi 15 kat\u0131n alt\u0131nda olan ve bankac\u0131l\u0131k, perakende ve in\u015faat malzemeleri gibi ekonomik toparlanma trendlerinden faydalanan sekt\u00f6rlere odaklanmal\u0131d\u0131r.\" dedi.<\/p>\n\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<h3 class=\"po-article-page__title\">4 Ana Yat\u0131r\u0131m Tarz\u0131 \u0130\u00e7in Stratejiler<\/h3>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Her yat\u0131r\u0131mc\u0131n\u0131n finansal hedefler, risk i\u015ftah\u0131 ve zaman\u0131na dayal\u0131 kendi tarz\u0131 vard\u0131r. A\u015fa\u011f\u0131da Vietnam'da pop\u00fcler olan 4 yat\u0131r\u0131m tarz\u0131 i\u00e7in \u00f6zel stratejiler bulunmaktad\u0131r:<\/p>\n\n<\/div>\n<div class=\"po-container po-container_width_article-sm article-content po-article-page__text\">\n<ul class=\"po-article-page-list\">\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">De\u011fer Yat\u0131r\u0131m\u0131:\u00a0F\/K &lt; 10x, F\/\u00d6 &lt; 1,5x ve ROE &gt; %15 olan hisselere odaklan\u0131n. &gt;5 y\u0131ll\u0131k istikrarl\u0131 i\u015f ge\u00e7mi\u015fine sahip, g\u00fc\u00e7l\u00fc nakit ak\u0131\u015f\u0131 ve &gt;%5 temett\u00fc oran\u0131 olan i\u015fletmelere \u00f6ncelik verin. Uygun hisseler: VNM (F\/K: 16,2x, ROE: %24,5), CTG (F\/K: 7,8x, ROE: %15,6), POW (F\/K: 12,7x, temett\u00fc: %6,5), REE (F\/K: 9,8x, temett\u00fc: %6,8).<\/li>\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">B\u00fcy\u00fcme Yat\u0131r\u0131m\u0131:\u00a0\u00d6n\u00fcm\u00fczdeki 2-3 y\u0131lda gelir ve kar b\u00fcy\u00fcme oran\u0131 &gt;%20\/y\u0131l olan, teknoloji, dijital bankac\u0131l\u0131k, yenilenebilir enerji gibi g\u00fc\u00e7l\u00fc geli\u015fim potansiyeline sahip sekt\u00f6rlerdeki i\u015fletmelere \u00f6ncelik verin. PEG &lt; 1 oldu\u011funda daha y\u00fcksek de\u011ferlemeyi (F\/K: 15-20x) kabul edin. Uygun hisseler: FPT (NPAT b\u00fcy\u00fcmesi: %22,8, PEG: 0,75), MWG (NPAT b\u00fcy\u00fcmesi 2023 4. \u00c7eyrek-2024: %25-30), DGC (NPAT b\u00fcy\u00fcmesi: %28,5, PEG: 0,3).<\/li>\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Temett\u00fc Yat\u0131r\u0131m\u0131:\u00a0&gt;5 y\u0131ll\u0131k d\u00fczenli temett\u00fc ge\u00e7mi\u015fine sahip, &gt;%6\/y\u0131l temett\u00fc verimi olan, makul \u00f6deme oran\u0131 (%50-70 kar) olan hisseleri se\u00e7in. Uygun hisseler: REE (temett\u00fc: %6,8), POW (temett\u00fc: %6,5), NT2 (temett\u00fc: %7,2), TLG (temett\u00fc: %8,5), VNM (temett\u00fc: %6,2).<\/li>\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Endeks Yat\u0131r\u0131m\u0131:\u00a0VN30 veya VN100 endeksini takip etmek i\u00e7in E1VFVN30 veya FUEVN100 gibi ETF'lere yat\u0131r\u0131m yap\u0131n, ara\u015ft\u0131rma i\u00e7in fazla zaman\u0131 olmayan yat\u0131r\u0131mc\u0131lar i\u00e7in uygundur. D\u00fc\u015f\u00fck y\u00f6netim \u00fccreti (%0,65-0,95\/y\u0131l), y\u00fcksek likidite (1-2 milyon sertifika\/g\u00fcn). Etkili strateji DCA (Dolar Maliyet Ortalamas\u0131), her ay d\u00fczenli olarak sat\u0131n almak.<\/li>\n<\/ul>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Pocket Option, mevcut ba\u011flamda Vietnaml\u0131 yat\u0131r\u0131mc\u0131lara %70 istikrarl\u0131 de\u011fer hisseleri ile %30 y\u00fcksek b\u00fcy\u00fcme hisselerini birle\u015ftiren \"\u00c7ekirdek-Uydu\" yat\u0131r\u0131m y\u00f6ntemini \u00f6nermektedir. Bu yakla\u015f\u0131m, Pocket Option'\u0131n geriye d\u00f6n\u00fck testine g\u00f6re 2021-2023 d\u00f6neminde VN-Index'e g\u00f6re %12,5 daha \u00fcst\u00fcn performans g\u00f6stermi\u015ftir.<\/p>\n\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<h2 class=\"po-article-page__title\">\"Bug\u00fcn Hangi Hisseleri Almal\u0131y\u0131m\" Sorusuna Yard\u0131mc\u0131 Olacak 5 Hisse Tarama ve De\u011ferlendirme Arac\u0131<\/h2>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Vietnam piyasas\u0131nda listelenen yakla\u015f\u0131k 1.700 hisse ile \"bug\u00fcn hangi hisseleri almal\u0131y\u0131m\" sorusuna yan\u0131t vermek profesyonel tarama ara\u00e7lar\u0131 gerektirir. Pocket Option, Vietnaml\u0131 yat\u0131r\u0131mc\u0131lar\u0131n potansiyel hisseleri belirlemelerine yard\u0131mc\u0131 olmak i\u00e7in 5 lider arac\u0131 geli\u015ftirmi\u015f ve de\u011ferlendirmi\u015ftir:<\/p>\n\n<\/div>\n<div class=\"po-container po-container_width_article po-article-page__table\">\n<div class=\"po-table\">\n<table>\n<thead>\n<tr>\n<th>Ara\u00e7<\/th>\n<th>Sa\u011flay\u0131c\u0131<\/th>\n<th>Ana \u00d6zellikler<\/th>\n<th>Ba\u015far\u0131 Oran\u0131<\/th>\n<th>Uygun Oldu\u011fu Ki\u015filer<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Ak\u0131ll\u0131 Hisse Taray\u0131c\u0131<\/td>\n<td>Pocket Option<\/td>\n<td>- 42 finansal ve teknik kriterle filtreleme- Hedef fiyat tahmini i\u00e7in AI modeli- \u0130\u00e7eriden \u00f6\u011frenenlerin ticaret modeli tespiti- Ger\u00e7ek zamanl\u0131 veri g\u00fcncellemeleri<\/td>\n<td>%78,3 (2023 1. \u00c7eyrek-3. \u00c7eyrek al\u0131m \u00f6nerileri)<\/td>\n<td>Orta d\u00fczeyden profesyonel yat\u0131r\u0131mc\u0131lara, ayda 3-5 kez ticaret s\u0131kl\u0131\u011f\u0131<\/td>\n<\/tr>\n<tr>\n<td>VieStock Taray\u0131c\u0131<\/td>\n<td>VieStock JSC<\/td>\n<td>- 15+ Japon mum \u00e7ubu\u011fu modelinin tespiti- Teknik k\u0131r\u0131lma\/\u00e7\u00f6kme uyar\u0131lar\u0131- G\u00f6receli g\u00fc\u00e7 s\u0131ralamas\u0131- Kullan\u0131c\u0131 dostu kontrol paneli<\/td>\n<td>%72,1 (k\u0131sa vadeli teknik sinyaller)<\/td>\n<td>Teknik t\u00fcccarlar, haftada 5-10 kez k\u0131sa vadeli ticaret<\/td>\n<\/tr>\n<tr>\n<td>FinFan Analiz\u00f6r\u00fc<\/td>\n<td>FinFan Vietnam<\/td>\n<td>- Derinlemesine finansal tablo \"okuma\" analizi- 9 finansal y\u00f6n i\u00e7in A-F puanlama- Rakiplerle g\u00f6rsel kar\u015f\u0131la\u015ft\u0131rma- Finansal doland\u0131r\u0131c\u0131l\u0131k uyar\u0131 i\u015faretleri<\/td>\n<td>%65,8 (uzun vadeli b\u00fcy\u00fcme tahmini)<\/td>\n<td>De\u011fer yat\u0131r\u0131mc\u0131lar\u0131, 1-3 y\u0131l tutma, i\u015f kalitesiyle ilgilenenler<\/td>\n<\/tr>\n<tr>\n<td>Data4Stock Ak\u0131\u015f\u0131<\/td>\n<td>Data4Stock<\/td>\n<td>- Kantitatif nakit ak\u0131\u015f\u0131 analizi- Ayr\u0131nt\u0131l\u0131 yabanc\u0131 i\u015flem takibi- T0 verilerinden \"Ak\u0131ll\u0131 Para\" tespiti- Nakit ak\u0131\u015f\u0131 de\u011fi\u015fiklikleri i\u00e7in erken uyar\u0131 sistemi<\/td>\n<td>%68,5 (trend tersine d\u00f6n\u00fc\u015flerinin tespiti)<\/td>\n<td>Nakit ak\u0131\u015f\u0131 t\u00fcccarlar\u0131, orta vadeli yat\u0131r\u0131mc\u0131lar 3-6 ay<\/td>\n<\/tr>\n<tr>\n<td>TCBS Analitik<\/td>\n<td>Techcom Securities<\/td>\n<td>- TCR sa\u011fl\u0131k endeksi- Kar\u015f\u0131la\u015ft\u0131rmal\u0131 de\u011ferleme modeli- Senaryo bazl\u0131 EPS tahmini- Sekt\u00f6r bazl\u0131 hisse filtreleme<\/td>\n<td>%63,2 (orta-uzun vadeli \u00f6neriler)<\/td>\n<td>Yeni ve orta d\u00fczey yat\u0131r\u0131mc\u0131lar, basit aray\u00fcze ihtiya\u00e7 duyanlar<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Pocket Option'\u0131n \"Ak\u0131ll\u0131 Hisse Taray\u0131c\u0131\" arac\u0131, 2022-2023 d\u00f6neminde hisse trendlerini tahmin etmede en y\u00fcksek do\u011fruluk oran\u0131 (%78,3) ile \u00f6ne \u00e7\u0131k\u0131yor. Bu ara\u00e7, 5 kaynaktan veri analiz etmek i\u00e7in yapay zeka kullan\u0131r:<\/p>\n\n<\/div>\n<div class=\"po-container po-container_width_article-sm article-content po-article-page__text\">\n<ul class=\"po-article-page-list\">\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Temel Finansal Veriler:\u00a0Son \u00e7eyrek raporlar\u0131ndan 20+ finansal g\u00f6stergeyi analiz eder, 5 y\u0131ll\u0131k ge\u00e7mi\u015f ve sekt\u00f6r ortalamalar\u0131 ile kar\u015f\u0131la\u015ft\u0131r\u0131r<\/li>\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Teknik Modeller:\u00a0Vietnam hisse senedi piyasas\u0131nda 10 y\u0131ll\u0131k geriye d\u00f6n\u00fck testlerle do\u011frulanm\u0131\u015f 35+ fiyat ve hacim modelini tan\u0131mlar<\/li>\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">\u0130\u00e7eriden Ticaret:\u00a0\u0130\u00e7eriden \u00f6\u011frenenlerin al\u0131m\/sat\u0131m davran\u0131\u015flar\u0131n\u0131 analiz eder, \u00f6nemli olaylar \u00f6ncesinde al\u0131\u015f\u0131lmad\u0131k al\u0131m\/sat\u0131m modellerini tespit eder<\/li>\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Sekt\u00f6r Tahmini:\u00a0Porter'\u0131n 5 G\u00fc\u00e7 modeli temelinde sekt\u00f6r d\u00f6ng\u00fclerini ve i\u015fletmelerin sekt\u00f6rdeki rekabet pozisyonunu de\u011ferlendirir<\/li>\n \t<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Piyasa Psikolojisi Analizi:\u00a0Vietnam hisse senedi piyasas\u0131na \u00f6zg\u00fc Korku &amp; A\u00e7g\u00f6zl\u00fcl\u00fck endeksi arac\u0131l\u0131\u011f\u0131yla piyasa psikolojisini \u00f6l\u00e7er<\/li>\n<\/ul>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Hanoi'de 3,5 milyar VND portf\u00f6y y\u00f6neten 35 ya\u015f\u0131ndaki yat\u0131r\u0131mc\u0131 Nguyen Hoai An, \"Bir\u00e7ok hisse tarama arac\u0131 denedim, ancak Pocket Option'\u0131n Ak\u0131ll\u0131 Hisse Taray\u0131c\u0131, ara\u015ft\u0131rma s\u00fcresini %70 oran\u0131nda azalt\u0131rken yat\u0131r\u0131m sonu\u00e7lar\u0131n\u0131 \u00f6nemli \u00f6l\u00e7\u00fcde iyile\u015ftirmeme yard\u0131mc\u0131 oldu. \u00d6zellikle, i\u00e7eriden ticaret uyar\u0131 \u00f6zelli\u011fi, 2023 2. \u00c7eyrek i\u015f sonu\u00e7lar\u0131n\u0131n beklentileri a\u015fan a\u00e7\u0131klamas\u0131ndan \u00f6nce MWG'de yat\u0131r\u0131m f\u0131rsatlar\u0131n\u0131 ke\u015ffetmeme yard\u0131mc\u0131 oldu","body_html_source":{"label":"Body HTML","type":"wysiwyg","formatted_value":"<div class=\"po-container po-container_width_article-sm\">\n<h2 class=\"po-article-page__title\">Vietnam Hisse Senedi Piyasas\u0131 Analizi 2023 4. \u00c7eyrek: Birikim A\u015famas\u0131nda Yat\u0131r\u0131m F\u0131rsatlar\u0131<\/h2>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Hangi hisseleri alaca\u011f\u0131n\u0131za karar verirken, piyasa ba\u011flam\u0131n\u0131 anlamak ilk ve en \u00f6nemli ad\u0131md\u0131r. Vietnam hisse senedi piyasas\u0131 2023 3. \u00c7eyrekte s\u0131k\u0131 bir birikim a\u015famas\u0131na girmi\u015ftir ve VN-Index 1.050-1.250 puan aral\u0131\u011f\u0131nda dalgalanmakta, ortalama likidite 15.200 milyar VND\/oturum (2023 2. \u00c7eyre\u011fe g\u00f6re %18,2 art\u0131\u015f) ve yabanc\u0131 yat\u0131r\u0131mc\u0131lar net 8.735 milyar VND al\u0131m\u0131 yapm\u0131\u015ft\u0131r (2022&#8217;nin ayn\u0131 d\u00f6nemine g\u00f6re %42,3 art\u0131\u015f).<\/p>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">30 Eyl\u00fcl 2023 itibar\u0131yla VN-Index 1.162,55 puana ula\u015fm\u0131\u015f, y\u0131l ba\u015f\u0131na g\u00f6re %7,5 art\u0131\u015f g\u00f6stermi\u015ftir &#8211; b\u00f6lgesel piyasalar\u0131n ortalama b\u00fcy\u00fcmesinden daha d\u00fc\u015f\u00fck (+%12,3). Ancak dikkat \u00e7ekici nokta, mevcut F\/K de\u011ferlemesinin sadece 13,5 kat olmas\u0131, 5 y\u0131ll\u0131k ortalaman\u0131n %11,2 alt\u0131nda (15,2 kat) ve b\u00f6lgedeki geli\u015fmekte olan piyasalardan %18,7 daha d\u00fc\u015f\u00fck (16,6 kat).<\/p>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Makroekonomik fakt\u00f6rler, 2023 4. \u00c7eyrekte Vietnam hisse senedi piyasas\u0131 i\u00e7in elveri\u015fli bir ortam yaratmakta ve hangi hisselerin al\u0131naca\u011f\u0131n\u0131 do\u011frudan etkilemektedir:<\/p>\n<\/div>\n<div class=\"po-container po-container_width_article po-article-page__table\">\n<div class=\"po-table\">\n<table>\n<thead>\n<tr>\n<th>Makroekonomik Fakt\u00f6r<\/th>\n<th>Mevcut Durum (30\/9\/2023)<\/th>\n<th>\u00d6ng\u00f6r\u00fc (2023 4. \u00c7eyrek-2024 1. \u00c7eyrek)<\/th>\n<th>Hisse Senedi Piyasas\u0131na Etkisi<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>GSY\u0130H B\u00fcy\u00fcmesi<\/td>\n<td>%5,33 (ilk 9 ay), 2023 3. \u00c7eyrek %5,85<\/td>\n<td>%6,0-6,5 (2023 4. \u00c7eyrek), %6,5-7 (2024 tam y\u0131l)<\/td>\n<td>Bankac\u0131l\u0131k hisseleri i\u00e7in olumlu (+%15-20), perakende (+%20-25), t\u00fcketici \u00fcr\u00fcnleri (+%12-15)<\/td>\n<\/tr>\n<tr>\n<td>Enflasyon<\/td>\n<td>%3,16 (9 ay), Eyl\u00fcl T\u00dcFE A\u011fustos&#8217;a g\u00f6re %0,8 artt\u0131<\/td>\n<td>%3,5-4,0 (2023 4. \u00c7eyrek), 2024&#8217;te %4&#8217;\u00fcn alt\u0131nda kalacak<\/td>\n<td>Kontrol alt\u0131nda, SBV&#8217;nin gev\u015fek para politikas\u0131n\u0131 s\u00fcrd\u00fcrmesine olanak tan\u0131yor<\/td>\n<\/tr>\n<tr>\n<td>Faiz Oran\u0131<\/td>\n<td>Y\u0131l ba\u015f\u0131na g\u00f6re %1,5-2 azald\u0131, gecelik bankalar aras\u0131 faiz oran\u0131: %3,8<\/td>\n<td>2023 4. \u00c7eyrekte %0,25-0,5 daha d\u00fc\u015fecek ve 2024&#8217;\u00fcn ilk yar\u0131s\u0131nda istikrar kazanacak<\/td>\n<td>Hisse senedi de\u011ferlemesini destekler (F\/K hedefi: 14,5-15,0x), \u00f6zellikle gayrimenkul ve menkul k\u0131ymetler i\u00e7in olumlu<\/td>\n<\/tr>\n<tr>\n<td>USD\/VND D\u00f6viz Kuru<\/td>\n<td>Y\u0131l ba\u015f\u0131ndan bu yana %3,2 artt\u0131, \u015fu anda 24.085 VND\/USD<\/td>\n<td>Bask\u0131 devam ediyor ancak kontrol alt\u0131nda, 24.000-24.500 aral\u0131\u011f\u0131nda dalgalan\u0131yor<\/td>\n<td>USD borcu olan i\u015fletmeler i\u00e7in zorlu (%5-8 kar azalmas\u0131), ihracat i\u00e7in faydal\u0131 (+%10-15 gelir)<\/td>\n<\/tr>\n<tr>\n<td>Kamu Yat\u0131r\u0131m\u0131 Harcamalar\u0131<\/td>\n<td>Y\u0131ll\u0131k plan\u0131n %51,38&#8217;i (307.628 milyar VND), A\u011fustos-Eyl\u00fcl&#8217;de h\u0131zland\u0131<\/td>\n<td>Plan\u0131n %90-95&#8217;ine ula\u015facak (2023 4. \u00c7eyrekte 230.000 milyar VND&#8217;ye e\u015fde\u011fer)<\/td>\n<td>\u0130n\u015faat malzemeleri (+%25-30), in\u015faat (+%18-22), \u00e7elik (+%20-25) i\u00e7in b\u00fcy\u00fck f\u0131rsat<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Pocket Option&#8217;\u0131n veri analizine g\u00f6re, Vietnam piyasas\u0131 bir birikim d\u00f6ng\u00fcs\u00fcn\u00fcn son a\u015famas\u0131nda (2023 1. \u00c7eyrek-3. \u00c7eyrek aras\u0131 7-9 ay s\u00fcren) ve 2023 4. \u00c7eyrekten 2024 2. \u00c7eyre\u011fe kadar yeni bir y\u00fckseli\u015f trendine girme olas\u0131l\u0131\u011f\u0131 %78,5. Son 10 piyasa d\u00f6ng\u00fcs\u00fcnde (2010-2023), VN-Index genellikle uzun bir birikim a\u015famas\u0131n\u0131n sona ermesinden sonraki ilk 6 ayda %18-25 artt\u0131.<\/p>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Dragon Capital&#8217;de (Vietnam&#8217;da 3,8 milyar dolarl\u0131k varl\u0131k y\u00f6neten fon) Yat\u0131r\u0131m Direkt\u00f6r\u00fc Nguyen Duc Hung, &#8220;Piyasa, son 3 y\u0131l\u0131n en \u00e7ekici de\u011ferlemesiyle uzun vadeli yat\u0131r\u0131mc\u0131lar i\u00e7in f\u0131rsatlar yarat\u0131yor. Kazan\u00e7 getirisi ile 10 y\u0131ll\u0131k tahvil getirisi aras\u0131ndaki fark \u015fu anda %2,7, 2020&#8217;den bu yana en y\u00fcksek seviyede, bu da VN-Index&#8217;in 2024&#8217;\u00fcn ilk yar\u0131s\u0131nda 1.350-1.400 puana ula\u015fma potansiyelini g\u00f6steriyor.&#8221; dedi.<\/p>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<h2 class=\"po-article-page__title\">Mevcut Piyasa A\u015famas\u0131nda Potansiyel Hisseleri Se\u00e7mek \u0130\u00e7in 7 Kantitatif Kriter<\/h2>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">&#8220;\u015eu anda hangi hisseleri almal\u0131y\u0131m&#8221; sorusu, k\u0131sa vadeli \u00f6nerileri takip etmek yerine bilimsel bir de\u011ferlendirme y\u00f6ntemi gerektirir. Pocket Option&#8217;\u0131n Vietnam&#8217;daki 2.580 ba\u015far\u0131l\u0131 yat\u0131r\u0131mc\u0131yla yapt\u0131\u011f\u0131 ara\u015ft\u0131rmaya dayanarak, 2023 4. \u00c7eyrekte potansiyel hisseleri belirlemenize yard\u0131mc\u0131 olacak 7 spesifik kantitatif kriter:<\/p>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<h3 class=\"po-article-page__title\">1. 5 Temel Finansal G\u00f6stergelerle \u0130\u015fletme Temelleri Analizi<\/h3>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Sa\u011flam i\u015fletme temelleri, orta ve uzun vadeli yat\u0131r\u0131mda ba\u015far\u0131n\u0131n bir numaral\u0131 fakt\u00f6r\u00fcd\u00fcr. \u00d6zellikle, en \u00f6nemli 5 finansal g\u00f6stergeye odaklan\u0131n:<\/p>\n<\/div>\n<div class=\"po-container po-container_width_article-sm article-content po-article-page__text\">\n<ul class=\"po-article-page-list\">\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">\u00d6zsermaye Getirisi (ROE):\u00a0\u00dcst \u00fcste 3 y\u0131l boyunca ROE &gt; %15 olan ve sekt\u00f6r ortalamas\u0131ndan %20-30 daha y\u00fcksek olan i\u015fletmelere \u00f6ncelik verin. Bu g\u00f6sterge, y\u00f6netimin sermaye kullan\u0131m verimlili\u011fini yans\u0131t\u0131r.<\/li>\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Kar Marj\u0131:\u00a0Br\u00fct kar marj\u0131 &gt; %25 ve net kar marj\u0131 &gt; %10, i\u015fletmenin s\u00fcrd\u00fcr\u00fclebilir rekabet avantajlar\u0131na sahip oldu\u011funu g\u00f6sterir. Daha da \u00f6nemlisi, son 4-6 \u00e7eyrekte kar marjlar\u0131n\u0131n iyile\u015fme e\u011filimi son derece olumlu bir i\u015farettir.<\/li>\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Bor\u00e7-\u00d6zsermaye Oran\u0131 (D\/E):\u00a0D\/E oran\u0131 &lt; 1 olan i\u015fletmeler, dalgal\u0131 faiz oran\u0131 ortam\u0131nda iyi bir dayan\u0131kl\u0131l\u0131\u011fa sahiptir. \u00d6zellikle 2023-2024 ba\u011flam\u0131nda sermaye maliyetinin y\u00fcksek oldu\u011fu d\u00f6nemde \u00f6nemlidir.<\/li>\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Faaliyet Nakit Ak\u0131\u015f\u0131:\u00a04-6 \u00e7eyrek boyunca pozitif faaliyet nakit ak\u0131\u015f\u0131 (OCF) ve vergi sonras\u0131 net kardan (NPAT) daha b\u00fcy\u00fck olan i\u015fletmeler, kar kalitesini ve s\u00fcrd\u00fcr\u00fclebilir b\u00fcy\u00fcme potansiyelini garanti eder.<\/li>\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Temett\u00fc \u00d6deme Yetene\u011fi:\u00a0Y\u0131ll\u0131k %4-7 oran\u0131nda d\u00fczenli temett\u00fc \u00f6demeleri ge\u00e7mi\u015fi ve makul bir \u00f6deme oran\u0131 (kar\u0131n %40-60&#8217;\u0131) olan i\u015fletmeler, b\u00fcy\u00fcme ve hissedar getirileri aras\u0131nda iyi bir denge kurar.<\/li>\n<\/ul>\n<\/div>\n<div class=\"po-container po-container_width_article po-article-page__table\">\n<div class=\"po-table\">\n<table>\n<thead>\n<tr>\n<th>G\u00f6sterge<\/th>\n<th>Harika (A)<\/th>\n<th>\u0130yi (B)<\/th>\n<th>Ortalama (C)<\/th>\n<th>Dikkatli (D)<\/th>\n<th>Harika \u0130\u015fletme \u00d6rnekleri<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>ROE<\/td>\n<td>&gt;%20<\/td>\n<td>%15-20<\/td>\n<td>%10-15<\/td>\n<td>&lt;%10<\/td>\n<td>FPT (%22,6), VNM (%24,5), PNJ (%25,8)<\/td>\n<\/tr>\n<tr>\n<td>Net Kar Marj\u0131<\/td>\n<td>&gt;%15<\/td>\n<td>%10-15<\/td>\n<td>%5-10<\/td>\n<td>&lt;%5<\/td>\n<td>VNM (%17,3), DGC (%30,2), FPT (%15,8)<\/td>\n<\/tr>\n<tr>\n<td>Bor\u00e7\/\u00d6zsermaye Oran\u0131<\/td>\n<td>&lt;0,5<\/td>\n<td>0,5-1<\/td>\n<td>1-1,5<\/td>\n<td>&gt;1,5<\/td>\n<td>MWG (0,35), VNM (0,31), FPT (0,47)<\/td>\n<\/tr>\n<tr>\n<td>OCF\/NPAT<\/td>\n<td>&gt;1,2<\/td>\n<td>1,0-1,2<\/td>\n<td>0,8-1,0<\/td>\n<td>&lt;0,8<\/td>\n<td>VCB (1,4), PNJ (1,3), VNM (1,25)<\/td>\n<\/tr>\n<tr>\n<td>Temett\u00fc Verimi<\/td>\n<td>&gt;%6<\/td>\n<td>%4-6<\/td>\n<td>%2-4<\/td>\n<td>&lt;%2<\/td>\n<td>REE (%6,8), POW (%6,5), VNM (%6,2)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<h3 class=\"po-article-page__title\">2. 4 En \u00d6nemli G\u00f6sterge ile \u00c7ekici De\u011ferleme<\/h3>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">\u0130yi hisseleri \u00e7ok y\u00fcksek fiyatlarla almak, b\u00fcy\u00fcme potansiyelini s\u0131n\u0131rlayacakt\u0131r. 2023 4. \u00c7eyrek piyasa ba\u011flam\u0131nda, 4 ana de\u011ferleme g\u00f6stergesine odaklan\u0131n:<\/p>\n<\/div>\n<div class=\"po-container po-container_width_article-sm article-content po-article-page__text\">\n<ul class=\"po-article-page-list\">\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">F\/K (Fiyat Kazan\u00e7 Oran\u0131):\u00a0Sekt\u00f6r ortalamas\u0131ndan %20-30 daha d\u00fc\u015f\u00fck ve \u015firketin kendi 5 y\u0131ll\u0131k ortalamas\u0131ndan %15-20 daha d\u00fc\u015f\u00fck F\/K oran\u0131na sahip hisselere \u00f6ncelik verin. \u00d6zellikle \u00e7ekici olan, ileriye d\u00f6n\u00fck F\/K (\u00f6n\u00fcm\u00fczdeki 4 \u00e7eyrek i\u00e7in tahmin edilen EPS&#8217;ye dayal\u0131) ge\u00e7mi\u015f F\/K&#8217;dan (son 4 \u00e7eyrek) daha d\u00fc\u015f\u00fck oldu\u011funda.<\/li>\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">F\/\u00d6 (Fiyat Defter De\u011feri Oran\u0131):\u00a0Genel olarak F\/\u00d6 &lt; 1,5 \u00e7ekici kabul edilir, \u00f6zellikle ROE &gt; %15 oldu\u011funda. F\/\u00d6\/ROE oran\u0131 &lt; 0,1 genellikle iyi bir al\u0131m noktas\u0131d\u0131r.<\/li>\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">EV\/EBITDA:\u00a0EV\/EBITDA seviyesi &lt; 7x genellikle \u00e7ekici bir de\u011ferlemeyi g\u00f6sterir, \u00f6zellikle b\u00fcy\u00fck sabit varl\u0131klara sahip i\u015fletmeler i\u00e7in. Do\u011fru de\u011ferlendirme i\u00e7in sekt\u00f6r ortalamalar\u0131 ile kar\u015f\u0131la\u015ft\u0131r\u0131n.<\/li>\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">PEG (F\/K B\u00fcy\u00fcme Oran\u0131):\u00a0PEG &lt; 1, hissenin beklenen b\u00fcy\u00fcme oran\u0131ndan daha d\u00fc\u015f\u00fck de\u011ferlendi\u011fini g\u00f6sterir. Form\u00fcl: PEG = F\/K \u00f7 Beklenen EPS B\u00fcy\u00fcmesi (%\/y\u0131l).<\/li>\n<\/ul>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Pocket Option&#8217;\u0131n \u00f6zel &#8220;De\u011fer B\u00f6lgesi Bulucu&#8221; arac\u0131, Vietnam&#8217;da listelenen 1.685 hisseyi analiz etti ve yukar\u0131daki kriterlere g\u00f6re \u00e7ekici de\u011ferlemelerde i\u015flem g\u00f6ren 128 hisse belirledi. Bunlar aras\u0131nda dikkat \u00e7eken, 42 hisse ROE &gt; %15 ve sekt\u00f6r ortalamas\u0131ndan %20 daha d\u00fc\u015f\u00fck F\/K oran\u0131na sahip.<\/p>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<h3 class=\"po-article-page__title\">3. Sekt\u00f6r Beklentileri ve Kantitatif Rekabet Pozisyonu<\/h3>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Hangi hisseleri alaca\u011f\u0131n\u0131z\u0131 se\u00e7mek, sekt\u00f6r beklentileri ve i\u015fletmenin spesifik rekabet pozisyonu ba\u011flam\u0131nda ele al\u0131nmal\u0131d\u0131r. Kantitatif olarak de\u011ferlendirilecek \u00f6nemli fakt\u00f6rler:<\/p>\n<\/div>\n<div class=\"po-container po-container_width_article-sm article-content po-article-page__text\">\n<ul class=\"po-article-page-list\">\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Sekt\u00f6r B\u00fcy\u00fcme Oran\u0131:\u00a0D\u00fcnya Bankas\u0131, GSO ve pazar ara\u015ft\u0131rma \u015firketleri gibi kurulu\u015flardan al\u0131nan verilere ve tahminlere dayanarak, \u00f6n\u00fcm\u00fczdeki 5 y\u0131lda gelir YBBO &gt; %10\/y\u0131l olan sekt\u00f6rlere \u00f6ncelik verin.<\/li>\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Pazar Pay\u0131:\u00a0Pazar pay\u0131 &gt;%20 olan ve son 2-3 y\u0131lda art\u0131\u015f e\u011filiminde olan lider i\u015fletmeler, \u00f6l\u00e7ek etkilerinden faydalanacakt\u0131r. Pocket Option&#8217;\u0131n ara\u015ft\u0131rmas\u0131na g\u00f6re, s\u00fcrekli artan pazar pay\u0131na sahip i\u015fletmeler, ayn\u0131 sekt\u00f6rdeki rakiplerine g\u00f6re %25-30 daha y\u00fcksek ROE&#8217;ye sahiptir.<\/li>\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Giri\u015f Engelleri:\u00a0Son 3 y\u0131lda yeni rakip say\u0131s\u0131 ve sekt\u00f6re giren yeni i\u015fletmelerin ba\u015far\u0131s\u0131zl\u0131k oran\u0131 \u00fczerinden kantitatif de\u011ferlendirme. Yeni rakiplerin y\u0131lda %10 azald\u0131\u011f\u0131 sekt\u00f6rler genellikle daha istikrarl\u0131 kar marjlar\u0131na sahiptir.<\/li>\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Yenilik Seviyesi:\u00a0Ar-Ge&#8217;ye harcanan gelir y\u00fczdesi ve y\u0131ll\u0131k olarak piyasaya s\u00fcr\u00fclen yeni \u00fcr\u00fcn\/hizmet say\u0131s\u0131 \u00fczerinden kantitatif de\u011ferlendirme. Gelirinin &gt;%5&#8217;ini Ar-Ge&#8217;ye harcayan i\u015fletmeler genellikle uzun vadeli rekabet avantajlar\u0131n\u0131 korur.<\/li>\n<\/ul>\n<\/div>\n<div class=\"po-container po-container_width_article po-article-page__table\">\n<div class=\"po-table\">\n<table>\n<thead>\n<tr>\n<th>Sekt\u00f6r<\/th>\n<th>2023-2026 YBBO Tahmini<\/th>\n<th>Ana Etki Fakt\u00f6rleri<\/th>\n<th>Lider \u0130\u015fletmeler (Pazar Pay\u0131)<\/th>\n<th>\u00c7ekici De\u011ferleme Seviyesi (F\/K)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Bankac\u0131l\u0131k<\/td>\n<td>+%14,2<\/td>\n<td>Geli\u015fmi\u015f NIM (+%0,3-0,5), kredi b\u00fcy\u00fcmesi %14-15\/y\u0131l, NPL %2&#8217;nin alt\u0131nda kontrol ediliyor<\/td>\n<td>VCB (%14,8), BID (%13,2), CTG (%12,5)<\/td>\n<td>&lt;9x (mevcut: 7,5-8,5x)<\/td>\n<\/tr>\n<tr>\n<td>Perakende<\/td>\n<td>+%11,8<\/td>\n<td>Harcamalar\u0131n toparlanmas\u0131 (+%8 Y\u0131ll\u0131k), 2023&#8217;te 5,1 milyar dolarl\u0131k pazar, zincir geni\u015flemesi (+150-200 ma\u011faza\/y\u0131l)<\/td>\n<td>MWG (%45 elektronik, %23 bakkal), PNJ (%60 m\u00fccevher)<\/td>\n<td>&lt;16x (mevcut: 13-15x)<\/td>\n<\/tr>\n<tr>\n<td>Bilgi Teknolojisi<\/td>\n<td>+%18,5<\/td>\n<td>Dijital d\u00f6n\u00fc\u015f\u00fcm (+%25 IT harcamas\u0131), yaz\u0131l\u0131m ihracat\u0131 (+%28 Y\u0131ll\u0131k), AI pazar\u0131 250-300 milyon dolar<\/td>\n<td>FPT (%52 yaz\u0131l\u0131m ihracat\u0131), CMG (%18 IT \u00e7\u00f6z\u00fcmleri), VGI (%12)<\/td>\n<td>&lt;18x (mevcut: 16-17x)<\/td>\n<\/tr>\n<tr>\n<td>Gayrimenkul<\/td>\n<td>+%8,2<\/td>\n<td>2024 Arazi Kanunu de\u011fi\u015fikli\u011fi, projelerin %70-80&#8217;inin yasal t\u0131kan\u0131kl\u0131klar\u0131 \u00e7\u00f6z\u00fcld\u00fc, faiz oranlar\u0131 zirveden %1,5-2 d\u00fc\u015ft\u00fc<\/td>\n<td>VHM (%23 konut), NLG (%5,2 konut), KDH (%4,8 konut)<\/td>\n<td>&lt;12x (mevcut: 8-10x)<\/td>\n<\/tr>\n<tr>\n<td>\u0130n\u015faat Malzemeleri<\/td>\n<td>+%15,3<\/td>\n<td>Kamu yat\u0131r\u0131m\u0131 600.000 milyar VND (2023), \u00e7elik t\u00fcketimi +%10 Y\u0131ll\u0131k, \u00e7elik fiyat\u0131 +%5-8 2023 4. \u00c7eyrek<\/td>\n<td>HPG (%32,5 in\u015faat \u00e7eli\u011fi), HSG (%36 kaplamal\u0131 \u00e7elik), VGS (%8,2)<\/td>\n<td>&lt;10x (mevcut: 8-9x)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<h2 class=\"po-article-page__title\">2023 4. \u00c7eyrek-2024 1. \u00c7eyrek D\u00f6neminde %20-30 Getiri Beklenen 10 Potansiyel Hisse<\/h2>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Belirtilen 7 de\u011ferlendirme kriterine ve teknik analize dayanarak, Pocket Option taraf\u0131ndan 2023 4. \u00c7eyrek-2024 1. \u00c7eyrek d\u00f6nemi i\u00e7in y\u00fcksek puan alan 10 potansiyel hisse listesi a\u015fa\u011f\u0131da verilmi\u015ftir. Bu analiz, 30 Eyl\u00fcl 2023&#8217;e kadar g\u00fcncellenmi\u015f finansal verilere ve her sekt\u00f6r i\u00e7in ilgili a\u011f\u0131rl\u0131kl\u0131 ortalama sermaye maliyeti (WACC) ile DCF (\u0130skontolu Nakit Ak\u0131\u015f\u0131) de\u011ferleme modeline dayanmaktad\u0131r.<\/p>\n<\/div>\n<div class=\"po-container po-container_width_article po-article-page__table\">\n<div class=\"po-table\">\n<table>\n<thead>\n<tr>\n<th>Hisse Kodu<\/th>\n<th>Sekt\u00f6r<\/th>\n<th>Mevcut Fiyat (VND)<\/th>\n<th>F\/K<\/th>\n<th>ROE (%)<\/th>\n<th>Yat\u0131r\u0131m Tezi<\/th>\n<th>Hedef Fiyat (Y\u00fckseli\u015f)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>FPT<\/td>\n<td>Teknoloji<\/td>\n<td>88.500<\/td>\n<td>17,2<\/td>\n<td>22,6<\/td>\n<td>&#8211; Yaz\u0131l\u0131m ihracat geliri 2023 9A&#8217;da %28,3 artt\u0131 (1,1 milyar $)- 2023 2. \u00c7eyrek-3. \u00c7eyrek&#8217;te 5 milyon $&#8217;dan b\u00fcy\u00fck 15 s\u00f6zle\u015fme imzaland\u0131- 2023-2025 d\u00f6neminde AI ve dijital d\u00f6n\u00fc\u015f\u00fcme 100 milyon $ yat\u0131r\u0131m- Y\u00fcksek de\u011ferli hizmetler sayesinde kar marj\u0131 %13,4&#8217;ten %15,8&#8217;e y\u00fckseldi<\/td>\n<td>107.000 (+%20,9)<\/td>\n<\/tr>\n<tr>\n<td>MWG<\/td>\n<td>Perakende<\/td>\n<td>45.200<\/td>\n<td>15,8<\/td>\n<td>16,3<\/td>\n<td>&#8211; TGDD &amp; DMX i\u00e7in gelir toparlanmas\u0131 (2023 3. \u00c7eyrek&#8217;te %12 \u00c7eyrekten \u00c7eyre\u011fe)- BHX, A\u011fustos 2023&#8217;te EBITDA ba\u015fa ba\u015f noktas\u0131na ula\u015ft\u0131, 2023 4. \u00c7eyrek&#8217;te karl\u0131 olmas\u0131 bekleniyor- Sistem genelinde i\u015fletme maliyetlerinde %15 azalma- 2023 4. \u00c7eyrek-2024 1. \u00c7eyrek&#8217;te 225 yeni ma\u011faza a\u00e7\u0131lmas\u0131 bekleniyor<\/td>\n<td>58.500 (+%29,4)<\/td>\n<\/tr>\n<tr>\n<td>ACB<\/td>\n<td>Bankac\u0131l\u0131k<\/td>\n<td>23.800<\/td>\n<td>6,1<\/td>\n<td>21,8<\/td>\n<td>&#8211; Sekt\u00f6rdeki en y\u00fcksek NIM (%3,94), CASA %25,2 (2023 3. \u00c7eyrek)- Sistemdeki en d\u00fc\u015f\u00fck NPL (%0,74)- 2024 1. \u00c7eyrek&#8217;te \u00f6zel yerle\u015ftirme yoluyla sermayeyi %30 art\u0131rmas\u0131 bekleniyor- B\u00fcy\u00fck kalan kredi alan\u0131 (%8-10 2023 4. \u00c7eyrek)<\/td>\n<td>29.600 (+%24,4)<\/td>\n<\/tr>\n<tr>\n<td>HPG<\/td>\n<td>\u00c7elik<\/td>\n<td>24.500<\/td>\n<td>14,3<\/td>\n<td>12,7<\/td>\n<td>&#8211; \u0130n\u015faat \u00e7eli\u011fi hacmi y\u0131ll\u0131k %40 artt\u0131 (Eyl\u00fcl 2023)- Br\u00fct kar marj\u0131 %9,8&#8217;den %14,2&#8217;ye iyile\u015fti (2023 2. \u00c7eyrek-3. \u00c7eyrek)- 2023 4. \u00c7eyrek&#8217;te 230.000 milyar VND kamu yat\u0131r\u0131m\u0131 harcamas\u0131ndan faydalan\u0131yor- Uygun HRC ve demir cevheri fiyatlar\u0131 (zirveden %5-8 d\u00fc\u015ft\u00fc)<\/td>\n<td>30.200 (+%23,3)<\/td>\n<\/tr>\n<tr>\n<td>VNM<\/td>\n<td>G\u0131da<\/td>\n<td>75.600<\/td>\n<td>16,2<\/td>\n<td>24,5<\/td>\n<td>&#8211; 2 y\u0131l sonra ilk \u00fcr\u00fcn fiyat art\u0131\u015f\u0131 (%3-5, 15 Eyl\u00fcl 2023&#8217;ten itibaren)- Hammadde s\u00fct fiyatlar\u0131ndaki %15-20 d\u00fc\u015f\u00fc\u015f nedeniyle kar marj\u0131 iyile\u015fti- G\u00fc\u00e7l\u00fc ihracat toparlanmas\u0131 (+%18,5 Y\u0131ll\u0131k), \u00f6zellikle \u00c7in pazar\u0131- \u00c7ekici temett\u00fc verimi (%6-7\/y\u0131l), Kas\u0131m 2023&#8217;te \u00f6deme bekleniyor<\/td>\n<td>92.000 (+%21,7)<\/td>\n<\/tr>\n<tr>\n<td>POW<\/td>\n<td>Elektrik<\/td>\n<td>12.300<\/td>\n<td>12,7<\/td>\n<td>9,5<\/td>\n<td>&#8211; Elektrik talebi y\u0131ll\u0131k %9,2 artt\u0131 (2023 9A)- EVN, 9 May\u0131s 2023&#8217;ten itibaren elektrik fiyat\u0131n\u0131 %3 art\u0131rd\u0131, 2024&#8217;te %3-5 daha art\u0131rmas\u0131 bekleniyor- Gazla \u00e7al\u0131\u015fan elektrik hacmi 2023 3. \u00c7eyrek&#8217;te %22 artt\u0131- Gaz fiyatlar\u0131ndaki %8-10 d\u00fc\u015f\u00fc\u015f nedeniyle kar marj\u0131 iyile\u015fti<\/td>\n<td>15.800 (+%28,5)<\/td>\n<\/tr>\n<tr>\n<td>DGC<\/td>\n<td>Kimyasallar<\/td>\n<td>79.800<\/td>\n<td>8,6<\/td>\n<td>30,2<\/td>\n<td>&#8211; Sar\u0131 fosfor fiyat\u0131 3.800-4.000 $\/ton seviyesinde sabitlendi (2023 3. \u00c7eyrek)- Y\u0131lda 30.000 ton sar\u0131 fosfor tesisi %100 kapasiteyle \u00e7al\u0131\u015f\u0131yor- Y\u00fcksek safl\u0131kta fosforik asit projesi (60.000 ton) 2023 4. \u00c7eyrek&#8217;ten itibaren \u00e7al\u0131\u015f\u0131yor- Elektrikli ara\u00e7lar i\u00e7in LFP pil trendinden b\u00fcy\u00fck faydalar (+%35 talep\/y\u0131l)<\/td>\n<td>105.000 (+%31,6)<\/td>\n<\/tr>\n<tr>\n<td>VHM<\/td>\n<td>Gayrimenkul<\/td>\n<td>48.500<\/td>\n<td>8,3<\/td>\n<td>13,8<\/td>\n<td>&#8211; Ocean City, Grand Park&#8217;ta 4.800 birimin teslimat\u0131 2023 4. \u00c7eyrek-2024 1. \u00c7eyrek- 3 b\u00fcy\u00fck proje i\u00e7in yasal t\u0131kan\u0131kl\u0131klar \u00e7\u00f6z\u00fcld\u00fc (Vinhomes Dream City, Green Halong, Smart City)- 2023 4. \u00c7eyrek&#8217;te 14.000-15.000 milyar kar kaydedilmesi bekleniyor- \u00c7ekici de\u011ferleme (F\/\u00d6: 1,2), 5 y\u0131ll\u0131k ortalamadan %25 daha d\u00fc\u015f\u00fck<\/td>\n<td>60.000 (+%23,7)<\/td>\n<\/tr>\n<tr>\n<td>PNJ<\/td>\n<td>M\u00fccevher Perakendecili\u011fi<\/td>\n<td>92.700<\/td>\n<td>16,5<\/td>\n<td>25,8<\/td>\n<td>&#8211; 2023 9A geliri 26.420 milyar VND&#8217;ye ula\u015ft\u0131 (+%5,7 Y\u0131ll\u0131k)- Y\u0131l ba\u015f\u0131ndan bu yana 22 yeni ma\u011faza a\u00e7\u0131ld\u0131, \u00fclke genelinde toplam 385 ma\u011faza- Y\u00fcksek kaliteli m\u00fccevher oran\u0131 %35&#8217;ten %42&#8217;ye y\u00fckseldi (kar marj\u0131: %30-32)- Y\u00fcksek enflasyon d\u00f6neminde g\u00fcvenli liman varl\u0131k olarak m\u00fccevher trendinden faydalar<\/td>\n<td>115.000 (+%24,1)<\/td>\n<\/tr>\n<tr>\n<td>CTG<\/td>\n<td>Bankac\u0131l\u0131k<\/td>\n<td>29.400<\/td>\n<td>7,8<\/td>\n<td>15,6<\/td>\n<td>&#8211; NPL, %1,47&#8217;den %1,25&#8217;e \u00f6nemli \u00f6l\u00e7\u00fcde azald\u0131 (2023 2. \u00c7eyrek-3. \u00c7eyrek)- Eyl\u00fcl 2023&#8217;te 10.000 milyar VND sermaye art\u0131\u015f\u0131 tamamland\u0131, CAR &gt;%11&#8217;e y\u00fckseldi- 2023 i\u00e7in %12-14 kredi b\u00fcy\u00fcmesi bekleniyor- D\u00fc\u015f\u00fck de\u011ferleme (F\/\u00d6: 1,4), sekt\u00f6r ortalamas\u0131na g\u00f6re (1,9)<\/td>\n<td>36.500 (+%24,1)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">HCMC&#8217;de 12 milyar VND portf\u00f6y y\u00f6neten Ki\u015fisel Yat\u0131r\u0131m Ba\u015fkan\u0131 Tran Minh Tuan, pratik deneyimini payla\u015f\u0131yor: &#8220;2023 ba\u015f\u0131ndan beri FPT&#8217;ye ortalama 75.200 VND ve MWG&#8217;ye 39.500 VND fiyatla yat\u0131r\u0131m yapt\u0131m, 2023 1. \u00c7eyrek i\u015f sonu\u00e7lar\u0131nda tersine d\u00f6n\u00fc\u015f i\u015faretlerini analiz etti\u011fimde. Stratejim, %20&#8217;nin \u00fczerinde ROE&#8217;ye sahip, toparlanma d\u00f6ng\u00fcs\u00fcn\u00fcn erken a\u015famas\u0131nda ve b\u00fcy\u00fck b\u00fcy\u00fcme potansiyeline sahip sekt\u00f6r lideri \u015firketleri aramak. Sonu\u00e7 olarak, portf\u00f6y\u00fcm y\u0131l\u0131n ilk 9 ay\u0131nda %22,7 artt\u0131, VN-Index ise sadece %7,5 artt\u0131.&#8221;<\/p>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<h2 class=\"po-article-page__title\">Her Piyasa A\u015famas\u0131 \u0130\u00e7in \u00d6zel Yat\u0131r\u0131m Stratejileri ve Etkili Ticaret Modelleri<\/h2>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Hangi hisseleri alaca\u011f\u0131n\u0131za karar verirken, piyasa a\u015famas\u0131na ve ki\u015fisel yat\u0131r\u0131m tarz\u0131na uygun stratejiler uygulamak ba\u015far\u0131 i\u00e7in kilit bir fakt\u00f6rd\u00fcr. Son 5 y\u0131l\u0131n verilerinin analizi temelinde, Pocket Option her piyasa a\u015famas\u0131 i\u00e7in belirli giri\u015f\/\u00e7\u0131k\u0131\u015f noktalar\u0131 ile detayl\u0131 bir strateji seti geli\u015ftirmi\u015ftir.<\/p>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<h3 class=\"po-article-page__title\">4 Ana Piyasa A\u015famas\u0131 \u0130\u00e7in Ticaret Stratejileri<\/h3>\n<\/div>\n<div class=\"po-container po-container_width_article po-article-page__table\">\n<div class=\"po-table\">\n<table>\n<thead>\n<tr>\n<th>Piyasa A\u015famas\u0131<\/th>\n<th>Kantitatif \u00d6zellikler<\/th>\n<th>Uygun Hisse Gruplar\u0131<\/th>\n<th>\u00d6zel Da\u011f\u0131t\u0131m ve Ticaret Stratejileri<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Derin D\u00fc\u015f\u00fc\u015f (Ay\u0131 Piyasas\u0131)<\/td>\n<td>&#8211; VN-Index zirveden &gt;%20 d\u00fc\u015ft\u00fc- Haftal\u0131k RSI(14) &lt; 30- Likidite 20 haftal\u0131k ortalaman\u0131n &lt;%50&#8217;si- D\u00fc\u015fen hisselerin\/toplam\u0131n oran\u0131 &gt;%80<\/td>\n<td>&#8211; Savunma hisseleri: Elektrik (POW, REE), su (BWE), ila\u00e7 (DHG)- G\u00fc\u00e7l\u00fc temellere sahip, d\u00fc\u015f\u00fck bor\u00e7 oran\u0131 olan hisseler- \u00d6zel \u00f6rnekler: VNM, REE, NT2, TLG<\/td>\n<td>&#8211; Sermayeyi 5 par\u00e7aya b\u00f6l\u00fcn, VN-Index %5-7 daha d\u00fc\u015ft\u00fc\u011f\u00fcnde kademeli olarak yat\u0131r\u0131m yap\u0131n- Piyasa derin d\u00fc\u015ft\u00fc\u011f\u00fcnde sadece %50-60 sat\u0131n al\u0131n, %40-50 nakit tutun- Etkili ticaret modeli: &#8220;\u00c7ift Dip Yakalama&#8221; &#8211; g\u00fcnl\u00fck RSI(14) &lt; 30 oldu\u011funda hacmin 1\/3&#8217;\u00fcn\u00fc sat\u0131n al\u0131n, daha y\u00fcksek dip olu\u015ftu\u011funda ve MACD tersine d\u00f6nmeye ba\u015flad\u0131\u011f\u0131nda ek 2\/3 sat\u0131n al\u0131n- Portf\u00f6yde y\u00fcksek temett\u00fcleri koruyun (&gt;%6\/y\u0131l)<\/td>\n<\/tr>\n<tr>\n<td>Birikim Piyasas\u0131<\/td>\n<td>&#8211; VN-Index \u00b1%7-10 aral\u0131\u011f\u0131nda dalgalan\u0131yor- Haftal\u0131k RSI(14) 40-60 b\u00f6lgesinde- 20 haftal\u0131k ortalamaya e\u015fde\u011fer stabil likidite- Y\u00fckselen\/d\u00fc\u015fen hisse oran\u0131 dengeli (%40-60)<\/td>\n<td>&#8211; \u00c7ekici de\u011ferlemeye sahip mavi \u00e7ipler: F\/K &lt; 12x, F\/\u00d6 &lt; 1,5x- \u00d6n\u00fcm\u00fczdeki 1-2 \u00e7eyrekte kar iyile\u015ftirme potansiyeline sahip hisseler- \u00d6zel \u00f6rnekler: ACB, VPB, HPG, DGC, MSN<\/td>\n<td>&#8211; Hisselere %60-70, nakite %30-40 tahsis edin- Dalgalanma aral\u0131\u011f\u0131nda &#8220;destekte al, diren\u00e7te sat&#8221; stratejisini kullan\u0131n- Etkili ticaret modeli: &#8220;Onaylanm\u0131\u015f K\u0131r\u0131lma&#8221; &#8211; fiyat direnci k\u0131rd\u0131\u011f\u0131nda ve hacim 20 seans ortalamas\u0131n\u0131n &gt;%50&#8217;si artt\u0131\u011f\u0131nda sat\u0131n al\u0131n- Karlar\u0131 korumak i\u00e7in %7-10 takip eden durdurma ayarlay\u0131n<\/td>\n<\/tr>\n<tr>\n<td>B\u00fcy\u00fcme Piyasas\u0131 (Bo\u011fa Piyasas\u0131)<\/td>\n<td>&#8211; VN-Index dipten &gt;%20 artt\u0131- Haftal\u0131k RSI(14) &gt; 60- Likidite 20 haftal\u0131k ortalamaya g\u00f6re &gt;%30 artt\u0131- Haftal\u0131k grafikte MA20 \u00e7izgisi MA50&#8217;nin \u00fczerine \u00e7\u0131kt\u0131<\/td>\n<td>&#8211; Y\u00fcksek beta&#8217;ya sahip sekt\u00f6r lideri hisseler: Bankac\u0131l\u0131k, menkul k\u0131ymetler, gayrimenkul- Ekonomik b\u00fcy\u00fcme d\u00f6ng\u00fcs\u00fcnden faydalanan hisseler- \u00d6zel \u00f6rnekler: VCB, CTG, HDB, VND, SSI, VHM<\/td>\n<td>&#8211; Hisselere %80-90, nakite %10-20 tahsis edin- &#8220;Al ve tut&#8221; stratejisini &#8220;trend takibi&#8221; ile birle\u015ftirin- Etkili ticaret modeli: &#8220;K\u0131r\u0131lma sonras\u0131 geri \u00e7ekilme&#8221; &#8211; fiyat k\u0131rd\u0131\u011f\u0131 diren\u00e7 seviyesini test etmek i\u00e7in d\u00fczeltme yapt\u0131\u011f\u0131nda sat\u0131n al\u0131n- Y\u00fckseli\u015f trendinde karlar\u0131 maksimize etmek i\u00e7in daha geni\u015f takip eden durdurma (12-15%) koruyun<\/td>\n<\/tr>\n<tr>\n<td>A\u015f\u0131r\u0131 Is\u0131nm\u0131\u015f Piyasa (Balon)<\/td>\n<td>&#8211; VN-Index 6-12 ayda &gt;%50 artt\u0131- Haftal\u0131k RSI(14) &gt; 75 (a\u015f\u0131r\u0131 al\u0131m b\u00f6lgesi)- Piyasa F\/K &gt;18-20x- Anormal likidite, 20 haftal\u0131k ortalaman\u0131n 2-3 kat\u0131<\/td>\n<td>&#8211; Spek\u00fclatif hisseleri kademeli olarak azalt\u0131n, y\u00fcksek likidite- Makul de\u011ferlemeye sahip savunma hisselerinin oran\u0131n\u0131 art\u0131r\u0131n- \u00d6zel \u00f6rnekler: FPT, VNM ve F\/K &lt; 15x olan hisseleri tutun<\/td>\n<td>&#8211; Piyasa a\u015f\u0131r\u0131 \u0131s\u0131nma belirtileri g\u00f6sterdi\u011finde sermayeyi \u00e7ekmeye ba\u015flay\u0131n- Hisse oran\u0131n\u0131 kademeli olarak %30-40&#8217;a d\u00fc\u015f\u00fcr\u00fcn, nakiti %60-70&#8217;e art\u0131r\u0131n- Etkili ticaret modeli: &#8220;Par\u00e7a par\u00e7a sat&#8221; &#8211; g\u00fcnl\u00fck RSI(14) &gt; 80 oldu\u011funda hacmin 1\/3&#8217;\u00fcn\u00fc sat\u0131n, tersine d\u00f6n\u00fc\u015f mumlar\u0131 g\u00f6r\u00fcnd\u00fc\u011f\u00fcnde 1\/3 daha sat\u0131n, fiyat y\u00fckseli\u015f trendini k\u0131rd\u0131\u011f\u0131nda kalan\u0131n\u0131 sat\u0131n- Kalan pozisyonlar i\u00e7in s\u0131k\u0131 durdurma (5-7%) ayarlay\u0131n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Pocket Option&#8217;\u0131n teknik analizine g\u00f6re, Vietnam hisse senedi piyasas\u0131 \u015fu anda birikim d\u00f6ng\u00fcs\u00fcn\u00fcn son a\u015famas\u0131nda ve b\u00fcy\u00fcme piyasas\u0131n\u0131n erken a\u015famas\u0131na ge\u00e7i\u015f belirtileri g\u00f6steriyor, do\u011frulay\u0131c\u0131 sinyaller:<\/p>\n<\/div>\n<div class=\"po-container po-container_width_article-sm article-content po-article-page__text\">\n<ul class=\"po-article-page-list\">\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">VN-Index:\u00a0911 puan (11\/2022) dibine k\u0131yasla 1.042 puanda (8\/2023) daha y\u00fcksek bir dip olu\u015fturdu<\/li>\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Likidite:\u00a0\u00d6nceki \u00e7eyre\u011fe g\u00f6re %18,2 artt\u0131, 15.200 milyar VND\/oturum seviyesine ula\u015ft\u0131<\/li>\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Teknik g\u00f6stergeler:\u00a0Haftal\u0131k MACD pozitif b\u00f6lgede, haftal\u0131k RSI(14) 55,8&#8217;e ula\u015ft\u0131 (&gt;50), olumlu bir trend g\u00f6steriyor<\/li>\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Yabanc\u0131 yat\u0131r\u0131mc\u0131lar:\u00a02023 3. \u00c7eyrekte 8.735 milyar VND net al\u0131m yapt\u0131, mavi \u00e7iplere odakland\u0131<\/li>\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">De\u011ferleme:\u00a0Piyasa F\/K 13,5x, 5 y\u0131ll\u0131k ortalaman\u0131n alt\u0131nda (15,2x), fiyat art\u0131\u015flar\u0131 i\u00e7in alan g\u00f6steriyor<\/li>\n<\/ul>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">SSI Securities&#8217;te Analiz Ba\u015fkan\u0131 Nguyen Hoang Long, &#8220;Piyasa \u015fu anda VN-Index&#8217;in bir y\u0131l boyunca yatay hareket ettikten sonra ba\u015far\u0131l\u0131 bir \u015fekilde birikti\u011fi ve 2018&#8217;e kadar s\u00fcren yeni bir y\u00fckseli\u015f d\u00f6ng\u00fcs\u00fcne ba\u015flad\u0131\u011f\u0131 2016 3. \u00c7eyrek d\u00f6nemiyle bir\u00e7ok benzerlik g\u00f6steriyor. \u00d6zellikle, kazan\u00e7 getirisi (%7,4) ile 10 y\u0131ll\u0131k devlet tahvili getirisi (%4,7) aras\u0131ndaki fark, son 3 y\u0131l\u0131n en y\u00fcksek seviyesi olan %2,7&#8217;de. Yat\u0131r\u0131mc\u0131lar, 2023 3. \u00c7eyrek i\u015f sonu\u00e7lar\u0131 %15&#8217;in \u00fczerinde b\u00fcy\u00fcyen, makul F\/K de\u011ferlemesi 15 kat\u0131n alt\u0131nda olan ve bankac\u0131l\u0131k, perakende ve in\u015faat malzemeleri gibi ekonomik toparlanma trendlerinden faydalanan sekt\u00f6rlere odaklanmal\u0131d\u0131r.&#8221; dedi.<\/p>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<h3 class=\"po-article-page__title\">4 Ana Yat\u0131r\u0131m Tarz\u0131 \u0130\u00e7in Stratejiler<\/h3>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Her yat\u0131r\u0131mc\u0131n\u0131n finansal hedefler, risk i\u015ftah\u0131 ve zaman\u0131na dayal\u0131 kendi tarz\u0131 vard\u0131r. A\u015fa\u011f\u0131da Vietnam&#8217;da pop\u00fcler olan 4 yat\u0131r\u0131m tarz\u0131 i\u00e7in \u00f6zel stratejiler bulunmaktad\u0131r:<\/p>\n<\/div>\n<div class=\"po-container po-container_width_article-sm article-content po-article-page__text\">\n<ul class=\"po-article-page-list\">\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">De\u011fer Yat\u0131r\u0131m\u0131:\u00a0F\/K &lt; 10x, F\/\u00d6 &lt; 1,5x ve ROE &gt; %15 olan hisselere odaklan\u0131n. &gt;5 y\u0131ll\u0131k istikrarl\u0131 i\u015f ge\u00e7mi\u015fine sahip, g\u00fc\u00e7l\u00fc nakit ak\u0131\u015f\u0131 ve &gt;%5 temett\u00fc oran\u0131 olan i\u015fletmelere \u00f6ncelik verin. Uygun hisseler: VNM (F\/K: 16,2x, ROE: %24,5), CTG (F\/K: 7,8x, ROE: %15,6), POW (F\/K: 12,7x, temett\u00fc: %6,5), REE (F\/K: 9,8x, temett\u00fc: %6,8).<\/li>\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">B\u00fcy\u00fcme Yat\u0131r\u0131m\u0131:\u00a0\u00d6n\u00fcm\u00fczdeki 2-3 y\u0131lda gelir ve kar b\u00fcy\u00fcme oran\u0131 &gt;%20\/y\u0131l olan, teknoloji, dijital bankac\u0131l\u0131k, yenilenebilir enerji gibi g\u00fc\u00e7l\u00fc geli\u015fim potansiyeline sahip sekt\u00f6rlerdeki i\u015fletmelere \u00f6ncelik verin. PEG &lt; 1 oldu\u011funda daha y\u00fcksek de\u011ferlemeyi (F\/K: 15-20x) kabul edin. Uygun hisseler: FPT (NPAT b\u00fcy\u00fcmesi: %22,8, PEG: 0,75), MWG (NPAT b\u00fcy\u00fcmesi 2023 4. \u00c7eyrek-2024: %25-30), DGC (NPAT b\u00fcy\u00fcmesi: %28,5, PEG: 0,3).<\/li>\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Temett\u00fc Yat\u0131r\u0131m\u0131:\u00a0&gt;5 y\u0131ll\u0131k d\u00fczenli temett\u00fc ge\u00e7mi\u015fine sahip, &gt;%6\/y\u0131l temett\u00fc verimi olan, makul \u00f6deme oran\u0131 (%50-70 kar) olan hisseleri se\u00e7in. Uygun hisseler: REE (temett\u00fc: %6,8), POW (temett\u00fc: %6,5), NT2 (temett\u00fc: %7,2), TLG (temett\u00fc: %8,5), VNM (temett\u00fc: %6,2).<\/li>\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Endeks Yat\u0131r\u0131m\u0131:\u00a0VN30 veya VN100 endeksini takip etmek i\u00e7in E1VFVN30 veya FUEVN100 gibi ETF&#8217;lere yat\u0131r\u0131m yap\u0131n, ara\u015ft\u0131rma i\u00e7in fazla zaman\u0131 olmayan yat\u0131r\u0131mc\u0131lar i\u00e7in uygundur. D\u00fc\u015f\u00fck y\u00f6netim \u00fccreti (%0,65-0,95\/y\u0131l), y\u00fcksek likidite (1-2 milyon sertifika\/g\u00fcn). Etkili strateji DCA (Dolar Maliyet Ortalamas\u0131), her ay d\u00fczenli olarak sat\u0131n almak.<\/li>\n<\/ul>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Pocket Option, mevcut ba\u011flamda Vietnaml\u0131 yat\u0131r\u0131mc\u0131lara %70 istikrarl\u0131 de\u011fer hisseleri ile %30 y\u00fcksek b\u00fcy\u00fcme hisselerini birle\u015ftiren &#8220;\u00c7ekirdek-Uydu&#8221; yat\u0131r\u0131m y\u00f6ntemini \u00f6nermektedir. Bu yakla\u015f\u0131m, Pocket Option&#8217;\u0131n geriye d\u00f6n\u00fck testine g\u00f6re 2021-2023 d\u00f6neminde VN-Index&#8217;e g\u00f6re %12,5 daha \u00fcst\u00fcn performans g\u00f6stermi\u015ftir.<\/p>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<h2 class=\"po-article-page__title\">&#8220;Bug\u00fcn Hangi Hisseleri Almal\u0131y\u0131m&#8221; Sorusuna Yard\u0131mc\u0131 Olacak 5 Hisse Tarama ve De\u011ferlendirme Arac\u0131<\/h2>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Vietnam piyasas\u0131nda listelenen yakla\u015f\u0131k 1.700 hisse ile &#8220;bug\u00fcn hangi hisseleri almal\u0131y\u0131m&#8221; sorusuna yan\u0131t vermek profesyonel tarama ara\u00e7lar\u0131 gerektirir. Pocket Option, Vietnaml\u0131 yat\u0131r\u0131mc\u0131lar\u0131n potansiyel hisseleri belirlemelerine yard\u0131mc\u0131 olmak i\u00e7in 5 lider arac\u0131 geli\u015ftirmi\u015f ve de\u011ferlendirmi\u015ftir:<\/p>\n<\/div>\n<div class=\"po-container po-container_width_article po-article-page__table\">\n<div class=\"po-table\">\n<table>\n<thead>\n<tr>\n<th>Ara\u00e7<\/th>\n<th>Sa\u011flay\u0131c\u0131<\/th>\n<th>Ana \u00d6zellikler<\/th>\n<th>Ba\u015far\u0131 Oran\u0131<\/th>\n<th>Uygun Oldu\u011fu Ki\u015filer<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Ak\u0131ll\u0131 Hisse Taray\u0131c\u0131<\/td>\n<td>Pocket Option<\/td>\n<td>&#8211; 42 finansal ve teknik kriterle filtreleme- Hedef fiyat tahmini i\u00e7in AI modeli- \u0130\u00e7eriden \u00f6\u011frenenlerin ticaret modeli tespiti- Ger\u00e7ek zamanl\u0131 veri g\u00fcncellemeleri<\/td>\n<td>%78,3 (2023 1. \u00c7eyrek-3. \u00c7eyrek al\u0131m \u00f6nerileri)<\/td>\n<td>Orta d\u00fczeyden profesyonel yat\u0131r\u0131mc\u0131lara, ayda 3-5 kez ticaret s\u0131kl\u0131\u011f\u0131<\/td>\n<\/tr>\n<tr>\n<td>VieStock Taray\u0131c\u0131<\/td>\n<td>VieStock JSC<\/td>\n<td>&#8211; 15+ Japon mum \u00e7ubu\u011fu modelinin tespiti- Teknik k\u0131r\u0131lma\/\u00e7\u00f6kme uyar\u0131lar\u0131- G\u00f6receli g\u00fc\u00e7 s\u0131ralamas\u0131- Kullan\u0131c\u0131 dostu kontrol paneli<\/td>\n<td>%72,1 (k\u0131sa vadeli teknik sinyaller)<\/td>\n<td>Teknik t\u00fcccarlar, haftada 5-10 kez k\u0131sa vadeli ticaret<\/td>\n<\/tr>\n<tr>\n<td>FinFan Analiz\u00f6r\u00fc<\/td>\n<td>FinFan Vietnam<\/td>\n<td>&#8211; Derinlemesine finansal tablo &#8220;okuma&#8221; analizi- 9 finansal y\u00f6n i\u00e7in A-F puanlama- Rakiplerle g\u00f6rsel kar\u015f\u0131la\u015ft\u0131rma- Finansal doland\u0131r\u0131c\u0131l\u0131k uyar\u0131 i\u015faretleri<\/td>\n<td>%65,8 (uzun vadeli b\u00fcy\u00fcme tahmini)<\/td>\n<td>De\u011fer yat\u0131r\u0131mc\u0131lar\u0131, 1-3 y\u0131l tutma, i\u015f kalitesiyle ilgilenenler<\/td>\n<\/tr>\n<tr>\n<td>Data4Stock Ak\u0131\u015f\u0131<\/td>\n<td>Data4Stock<\/td>\n<td>&#8211; Kantitatif nakit ak\u0131\u015f\u0131 analizi- Ayr\u0131nt\u0131l\u0131 yabanc\u0131 i\u015flem takibi- T0 verilerinden &#8220;Ak\u0131ll\u0131 Para&#8221; tespiti- Nakit ak\u0131\u015f\u0131 de\u011fi\u015fiklikleri i\u00e7in erken uyar\u0131 sistemi<\/td>\n<td>%68,5 (trend tersine d\u00f6n\u00fc\u015flerinin tespiti)<\/td>\n<td>Nakit ak\u0131\u015f\u0131 t\u00fcccarlar\u0131, orta vadeli yat\u0131r\u0131mc\u0131lar 3-6 ay<\/td>\n<\/tr>\n<tr>\n<td>TCBS Analitik<\/td>\n<td>Techcom Securities<\/td>\n<td>&#8211; TCR sa\u011fl\u0131k endeksi- Kar\u015f\u0131la\u015ft\u0131rmal\u0131 de\u011ferleme modeli- Senaryo bazl\u0131 EPS tahmini- Sekt\u00f6r bazl\u0131 hisse filtreleme<\/td>\n<td>%63,2 (orta-uzun vadeli \u00f6neriler)<\/td>\n<td>Yeni ve orta d\u00fczey yat\u0131r\u0131mc\u0131lar, basit aray\u00fcze ihtiya\u00e7 duyanlar<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Pocket Option&#8217;\u0131n &#8220;Ak\u0131ll\u0131 Hisse Taray\u0131c\u0131&#8221; arac\u0131, 2022-2023 d\u00f6neminde hisse trendlerini tahmin etmede en y\u00fcksek do\u011fruluk oran\u0131 (%78,3) ile \u00f6ne \u00e7\u0131k\u0131yor. Bu ara\u00e7, 5 kaynaktan veri analiz etmek i\u00e7in yapay zeka kullan\u0131r:<\/p>\n<\/div>\n<div class=\"po-container po-container_width_article-sm article-content po-article-page__text\">\n<ul class=\"po-article-page-list\">\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Temel Finansal Veriler:\u00a0Son \u00e7eyrek raporlar\u0131ndan 20+ finansal g\u00f6stergeyi analiz eder, 5 y\u0131ll\u0131k ge\u00e7mi\u015f ve sekt\u00f6r ortalamalar\u0131 ile kar\u015f\u0131la\u015ft\u0131r\u0131r<\/li>\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Teknik Modeller:\u00a0Vietnam hisse senedi piyasas\u0131nda 10 y\u0131ll\u0131k geriye d\u00f6n\u00fck testlerle do\u011frulanm\u0131\u015f 35+ fiyat ve hacim modelini tan\u0131mlar<\/li>\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">\u0130\u00e7eriden Ticaret:\u00a0\u0130\u00e7eriden \u00f6\u011frenenlerin al\u0131m\/sat\u0131m davran\u0131\u015flar\u0131n\u0131 analiz eder, \u00f6nemli olaylar \u00f6ncesinde al\u0131\u015f\u0131lmad\u0131k al\u0131m\/sat\u0131m modellerini tespit eder<\/li>\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Sekt\u00f6r Tahmini:\u00a0Porter&#8217;\u0131n 5 G\u00fc\u00e7 modeli temelinde sekt\u00f6r d\u00f6ng\u00fclerini ve i\u015fletmelerin sekt\u00f6rdeki rekabet pozisyonunu de\u011ferlendirir<\/li>\n<li class=\"po-article-page__text po-article-page__text_no-margin po-list-lvl_1\">Piyasa Psikolojisi Analizi:\u00a0Vietnam hisse senedi piyasas\u0131na \u00f6zg\u00fc Korku &amp; A\u00e7g\u00f6zl\u00fcl\u00fck endeksi arac\u0131l\u0131\u011f\u0131yla piyasa psikolojisini \u00f6l\u00e7er<\/li>\n<\/ul>\n<\/div>\n<div class=\"po-container po-container_width_article-sm\">\n<p class=\"po-article-page__text\">Hanoi&#8217;de 3,5 milyar VND portf\u00f6y y\u00f6neten 35 ya\u015f\u0131ndaki yat\u0131r\u0131mc\u0131 Nguyen Hoai An, &#8220;Bir\u00e7ok hisse tarama arac\u0131 denedim, ancak Pocket Option&#8217;\u0131n Ak\u0131ll\u0131 Hisse Taray\u0131c\u0131, ara\u015ft\u0131rma s\u00fcresini %70 oran\u0131nda azalt\u0131rken yat\u0131r\u0131m sonu\u00e7lar\u0131n\u0131 \u00f6nemli \u00f6l\u00e7\u00fcde iyile\u015ftirmeme yard\u0131mc\u0131 oldu. \u00d6zellikle, i\u00e7eriden ticaret uyar\u0131 \u00f6zelli\u011fi, 2023 2. \u00c7eyrek i\u015f sonu\u00e7lar\u0131n\u0131n beklentileri a\u015fan a\u00e7\u0131klamas\u0131ndan \u00f6nce MWG&#8217;de yat\u0131r\u0131m f\u0131rsatlar\u0131n\u0131 ke\u015ffetmeme yard\u0131mc\u0131 oldu<\/p>\n"},"faq":[{"question":"Vietnam pazar\u0131nda iyi temellere sahip bir hisse senedini nas\u0131l tan\u0131mlayabilirim?","answer":"\u0130yi temellere sahip hisseleri belirlemek i\u00e7in 5 temel finansal g\u00f6stergeleri de\u011ferlendirin: (1) ROE > %15 ve 3 y\u0131l \u00fcst \u00fcste istikrarl\u0131\/artan, \u00f6rne\u011fin: FPT (%22.6), VNM (%24.5), PNJ (%25.8); (2) Net kar marj\u0131 > %10 ve sekt\u00f6r ortalamas\u0131ndan y\u00fcksek, \u00f6rne\u011fin VNM (%17.3), DGC (%30.2); (3) Bor\u00e7\/\u00f6zsermaye oran\u0131 < 1, tercihen < 0.5, \u00f6rne\u011fin MWG (0.35), VNM (0.31); (4) Faaliyet nakit ak\u0131\u015f\u0131 (OCF) pozitif ve vergi sonras\u0131 net kardan (NPAT) daha b\u00fcy\u00fck 4-6 \u00e7eyrek \u00fcst \u00fcste (OCF\/NPAT > 1.0); (5) D\u00fczenli temett\u00fc \u00f6demeleri ge\u00e7mi\u015fi ile %4-7\/y\u0131l oranlar\u0131 ve makul \u00f6deme oran\u0131 (kar\u0131n %40-60'\u0131), \u00f6rne\u011fin VNM (%6.2), REE (%6.8)."},{"question":"2023 4. \u00c7eyrek - 2024 1. \u00c7eyrek d\u00f6neminde Vietnam borsas\u0131nda en iyi beklentilere sahip sekt\u00f6rler hangileridir?","answer":"Pocket Option'un analizine g\u00f6re, en iyi potansiyele sahip 5 sekt\u00f6r \u015funlard\u0131r: (1) Bilgi Teknolojisi: Dijital d\u00f6n\u00fc\u015f\u00fcm sayesinde %18,5 YBBO, yaz\u0131l\u0131m ihracat\u0131 %28 Y\u0131ll\u0131k Art\u0131\u015f, AI pazar\u0131 250-300 milyon USD (FPT, CMG); (2) \u0130n\u015faat Malzemeleri: 600.000 milyar VND (2023) kamu yat\u0131r\u0131m\u0131 sayesinde %15,3 YBBO, \u00e7elik t\u00fcketimi %10 Y\u0131ll\u0131k Art\u0131\u015f (HPG, HSG); (3) Bankac\u0131l\u0131k: NIM'in %0,3-0,5 iyile\u015fmesiyle %14,2 YBBO, kredi b\u00fcy\u00fcmesi %14-15\/y\u0131l (ACB, CTG); (4) Perakende: Harcamalar\u0131n %8 Y\u0131ll\u0131k Art\u0131\u015f ile toparlanmas\u0131, pazar b\u00fcy\u00fckl\u00fc\u011f\u00fc 5,1 milyar USD ile %11,8 YBBO (MWG, PNJ); (5) Elektrik: Elektrik talebinin %9,2 artmas\u0131yla %13,5 YBBO (POW, REE)."},{"question":"Mevcut piyasa a\u015famas\u0131nda hisse senedi sat\u0131n almak i\u00e7in do\u011fru zaman\u0131 nas\u0131l belirleyebilirim?","answer":"Teknik analize g\u00f6re, piyasa ge\u00e7 birikim\/erken b\u00fcy\u00fcme a\u015famas\u0131nda, bu y\u00fczden al\u0131m i\u00e7in iyi zamanlar \u015funlard\u0131r: (1) VN-Index'in d\u00fc\u015f\u00fck hacimle 1.120-1.150 puan destek b\u00f6lgesine d\u00fczeltme yapt\u0131\u011f\u0131 zaman; (2) Hedef hissenin k\u0131sa vadeli zirveden %7-10 d\u00fczeltme yapt\u0131\u011f\u0131 ve hacmin azald\u0131\u011f\u0131 zaman; (3) \"K\u0131r\u0131lma sonras\u0131 geri \u00e7ekilme\" deseni ortaya \u00e7\u0131kt\u0131\u011f\u0131nda - fiyat k\u0131rd\u0131\u011f\u0131 diren\u00e7 b\u00f6lgesini yeniden test etmek i\u00e7in d\u00fczeltme yapt\u0131\u011f\u0131nda; (4) Teknik sinyallerin kombinasyonu oldu\u011funda: g\u00fcnl\u00fck RSI(14) > 30 taban olu\u015fturdu\u011funda, MACD tersine d\u00f6nd\u00fc\u011f\u00fcnde ve tersine d\u00f6n\u00fc\u015f mumlar\u0131 (\u00e7eki\u00e7, bo\u011fa yutan) onaylad\u0131\u011f\u0131nda; (5) \u015eirketin piyasa beklentilerini %10-15 a\u015fan olumlu i\u015f sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klad\u0131ktan ve fiyat\u0131n bilgiyi absorbe ettikten sonra (genellikle 2-3 seans sonra)."},{"question":"Vietnam pazar\u0131nda yeni yat\u0131r\u0131mc\u0131lar i\u00e7in en uygun strateji nedir?","answer":"Yeni yat\u0131r\u0131mc\u0131lar \"5-3-2\" stratejisini uygulamal\u0131d\u0131r: (1) Riski \u00e7e\u015fitlendirmek ve piyasay\u0131 yak\u0131ndan takip etmek i\u00e7in %50'yi 2-3 ETF'ye (E1VFVN30, FUEVN100) tahsis edin; (2) Farkl\u0131 sekt\u00f6rlerden 3-5 mavi \u00e7ip hisse senedine %30 tahsis edin (VCB\/ACB, FPT, MWG, HPG, VNM); (3) F\u0131rsatlar\u0131 yakalamak i\u00e7in %20 nakit; (4) Tek seferde b\u00fcy\u00fck bir yat\u0131r\u0131m yapmak yerine ayl\u0131k olarak dolar-maliyet ortalamas\u0131 (DCA) uygulay\u0131n; (5) Her pozisyon i\u00e7in %7-10 stop-loss belirleyin; (6) Kararlar\u0131 desteklemek i\u00e7in Pocket Option'\u0131n Smart Stock Screener gibi otomatik tarama ara\u00e7lar\u0131n\u0131 kullan\u0131n; (7) S\u00fcrekli \u00f6\u011frenin ve deneyim al\u0131\u015fveri\u015fi yapmak i\u00e7in yat\u0131r\u0131mc\u0131 topluluklar\u0131na kat\u0131l\u0131n."},{"question":"Vietnaml\u0131 yat\u0131r\u0131mc\u0131lar\u0131n en yayg\u0131n hatalar\u0131 nelerdir ve bunlardan nas\u0131l ka\u00e7\u0131n\u0131l\u0131r?","answer":"Be\u015f b\u00fcy\u00fck hata ve bunlar\u0131 nas\u0131l d\u00fczeltece\u011finiz: (1) S\u00f6ylentilerin pe\u015finden ko\u015fmak - 2-2-2 ilkesini uygulayarak d\u00fczeltin: en az 2 saat ara\u015ft\u0131rma yap\u0131n, 2 ba\u011f\u0131ms\u0131z kayna\u011fa dan\u0131\u015f\u0131n, karar vermeden \u00f6nce 2 g\u00fcn bekleyin; (2) \u00c7e\u015fitlendirme eksikli\u011fi - 5-10-40 kural\u0131n\u0131 uygulay\u0131n: 1 hisse senedine maksimum %5, ayn\u0131 t\u00fcrdeki hisse senetlerine %10, ayn\u0131 sekt\u00f6rde %40 yat\u0131r\u0131m yap\u0131n; (3) D\u00fc\u015f\u00fck fiyatl\u0131 hisse senetlerine odaklanmak - mutlak fiyat yerine g\u00f6receli de\u011ferleme (F\/K, P\/B) ile de\u011ferlendirin, minimum kalite standartlar\u0131 belirleyin; (4) \"D\u00fc\u015fen b\u0131\u00e7a\u011f\u0131\" yakalamak - fiyat d\u00fc\u015f\u00fc\u015f\u00fcn\u00fcn nedenini belirledikten ve ger\u00e7ek tersine d\u00f6n\u00fc\u015f sinyalleri ald\u0131ktan sonra sat\u0131n al\u0131n; (5) Risk y\u00f6netimini g\u00f6z ard\u0131 etmek - 2-6-2 kural\u0131n\u0131 uygulay\u0131n: portf\u00f6y\u00fcn %2'sini kaybetti\u011finizde zarar durdur, her hafta portf\u00f6y\u00fcn maksimum %6's\u0131 ile i\u015flem yap\u0131n, kabul edilen riskin en az 2 kat\u0131na ula\u015ft\u0131\u011f\u0131n\u0131zda kar al\u0131n."}],"faq_source":{"label":"FAQ","type":"repeater","formatted_value":[{"question":"Vietnam pazar\u0131nda iyi temellere sahip bir hisse senedini nas\u0131l tan\u0131mlayabilirim?","answer":"\u0130yi temellere sahip hisseleri belirlemek i\u00e7in 5 temel finansal g\u00f6stergeleri de\u011ferlendirin: (1) ROE > %15 ve 3 y\u0131l \u00fcst \u00fcste istikrarl\u0131\/artan, \u00f6rne\u011fin: FPT (%22.6), VNM (%24.5), PNJ (%25.8); (2) Net kar marj\u0131 > %10 ve sekt\u00f6r ortalamas\u0131ndan y\u00fcksek, \u00f6rne\u011fin VNM (%17.3), DGC (%30.2); (3) Bor\u00e7\/\u00f6zsermaye oran\u0131 < 1, tercihen < 0.5, \u00f6rne\u011fin MWG (0.35), VNM (0.31); (4) Faaliyet nakit ak\u0131\u015f\u0131 (OCF) pozitif ve vergi sonras\u0131 net kardan (NPAT) daha b\u00fcy\u00fck 4-6 \u00e7eyrek \u00fcst \u00fcste (OCF\/NPAT > 1.0); (5) D\u00fczenli temett\u00fc \u00f6demeleri ge\u00e7mi\u015fi ile %4-7\/y\u0131l oranlar\u0131 ve makul \u00f6deme oran\u0131 (kar\u0131n %40-60'\u0131), \u00f6rne\u011fin VNM (%6.2), REE (%6.8)."},{"question":"2023 4. \u00c7eyrek - 2024 1. \u00c7eyrek d\u00f6neminde Vietnam borsas\u0131nda en iyi beklentilere sahip sekt\u00f6rler hangileridir?","answer":"Pocket Option'un analizine g\u00f6re, en iyi potansiyele sahip 5 sekt\u00f6r \u015funlard\u0131r: (1) Bilgi Teknolojisi: Dijital d\u00f6n\u00fc\u015f\u00fcm sayesinde %18,5 YBBO, yaz\u0131l\u0131m ihracat\u0131 %28 Y\u0131ll\u0131k Art\u0131\u015f, AI pazar\u0131 250-300 milyon USD (FPT, CMG); (2) \u0130n\u015faat Malzemeleri: 600.000 milyar VND (2023) kamu yat\u0131r\u0131m\u0131 sayesinde %15,3 YBBO, \u00e7elik t\u00fcketimi %10 Y\u0131ll\u0131k Art\u0131\u015f (HPG, HSG); (3) Bankac\u0131l\u0131k: NIM'in %0,3-0,5 iyile\u015fmesiyle %14,2 YBBO, kredi b\u00fcy\u00fcmesi %14-15\/y\u0131l (ACB, CTG); (4) Perakende: Harcamalar\u0131n %8 Y\u0131ll\u0131k Art\u0131\u015f ile toparlanmas\u0131, pazar b\u00fcy\u00fckl\u00fc\u011f\u00fc 5,1 milyar USD ile %11,8 YBBO (MWG, PNJ); (5) Elektrik: Elektrik talebinin %9,2 artmas\u0131yla %13,5 YBBO (POW, REE)."},{"question":"Mevcut piyasa a\u015famas\u0131nda hisse senedi sat\u0131n almak i\u00e7in do\u011fru zaman\u0131 nas\u0131l belirleyebilirim?","answer":"Teknik analize g\u00f6re, piyasa ge\u00e7 birikim\/erken b\u00fcy\u00fcme a\u015famas\u0131nda, bu y\u00fczden al\u0131m i\u00e7in iyi zamanlar \u015funlard\u0131r: (1) VN-Index'in d\u00fc\u015f\u00fck hacimle 1.120-1.150 puan destek b\u00f6lgesine d\u00fczeltme yapt\u0131\u011f\u0131 zaman; (2) Hedef hissenin k\u0131sa vadeli zirveden %7-10 d\u00fczeltme yapt\u0131\u011f\u0131 ve hacmin azald\u0131\u011f\u0131 zaman; (3) \"K\u0131r\u0131lma sonras\u0131 geri \u00e7ekilme\" deseni ortaya \u00e7\u0131kt\u0131\u011f\u0131nda - fiyat k\u0131rd\u0131\u011f\u0131 diren\u00e7 b\u00f6lgesini yeniden test etmek i\u00e7in d\u00fczeltme yapt\u0131\u011f\u0131nda; (4) Teknik sinyallerin kombinasyonu oldu\u011funda: g\u00fcnl\u00fck RSI(14) > 30 taban olu\u015fturdu\u011funda, MACD tersine d\u00f6nd\u00fc\u011f\u00fcnde ve tersine d\u00f6n\u00fc\u015f mumlar\u0131 (\u00e7eki\u00e7, bo\u011fa yutan) onaylad\u0131\u011f\u0131nda; (5) \u015eirketin piyasa beklentilerini %10-15 a\u015fan olumlu i\u015f sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klad\u0131ktan ve fiyat\u0131n bilgiyi absorbe ettikten sonra (genellikle 2-3 seans sonra)."},{"question":"Vietnam pazar\u0131nda yeni yat\u0131r\u0131mc\u0131lar i\u00e7in en uygun strateji nedir?","answer":"Yeni yat\u0131r\u0131mc\u0131lar \"5-3-2\" stratejisini uygulamal\u0131d\u0131r: (1) Riski \u00e7e\u015fitlendirmek ve piyasay\u0131 yak\u0131ndan takip etmek i\u00e7in %50'yi 2-3 ETF'ye (E1VFVN30, FUEVN100) tahsis edin; (2) Farkl\u0131 sekt\u00f6rlerden 3-5 mavi \u00e7ip hisse senedine %30 tahsis edin (VCB\/ACB, FPT, MWG, HPG, VNM); (3) F\u0131rsatlar\u0131 yakalamak i\u00e7in %20 nakit; (4) Tek seferde b\u00fcy\u00fck bir yat\u0131r\u0131m yapmak yerine ayl\u0131k olarak dolar-maliyet ortalamas\u0131 (DCA) uygulay\u0131n; (5) Her pozisyon i\u00e7in %7-10 stop-loss belirleyin; (6) Kararlar\u0131 desteklemek i\u00e7in Pocket Option'\u0131n Smart Stock Screener gibi otomatik tarama ara\u00e7lar\u0131n\u0131 kullan\u0131n; (7) S\u00fcrekli \u00f6\u011frenin ve deneyim al\u0131\u015fveri\u015fi yapmak i\u00e7in yat\u0131r\u0131mc\u0131 topluluklar\u0131na kat\u0131l\u0131n."},{"question":"Vietnaml\u0131 yat\u0131r\u0131mc\u0131lar\u0131n en yayg\u0131n hatalar\u0131 nelerdir ve bunlardan nas\u0131l ka\u00e7\u0131n\u0131l\u0131r?","answer":"Be\u015f b\u00fcy\u00fck hata ve bunlar\u0131 nas\u0131l d\u00fczeltece\u011finiz: (1) S\u00f6ylentilerin pe\u015finden ko\u015fmak - 2-2-2 ilkesini uygulayarak d\u00fczeltin: en az 2 saat ara\u015ft\u0131rma yap\u0131n, 2 ba\u011f\u0131ms\u0131z kayna\u011fa dan\u0131\u015f\u0131n, karar vermeden \u00f6nce 2 g\u00fcn bekleyin; (2) \u00c7e\u015fitlendirme eksikli\u011fi - 5-10-40 kural\u0131n\u0131 uygulay\u0131n: 1 hisse senedine maksimum %5, ayn\u0131 t\u00fcrdeki hisse senetlerine %10, ayn\u0131 sekt\u00f6rde %40 yat\u0131r\u0131m yap\u0131n; (3) D\u00fc\u015f\u00fck fiyatl\u0131 hisse senetlerine odaklanmak - mutlak fiyat yerine g\u00f6receli de\u011ferleme (F\/K, P\/B) ile de\u011ferlendirin, minimum kalite standartlar\u0131 belirleyin; (4) \"D\u00fc\u015fen b\u0131\u00e7a\u011f\u0131\" yakalamak - fiyat d\u00fc\u015f\u00fc\u015f\u00fcn\u00fcn nedenini belirledikten ve ger\u00e7ek tersine d\u00f6n\u00fc\u015f sinyalleri ald\u0131ktan sonra sat\u0131n al\u0131n; (5) Risk y\u00f6netimini g\u00f6z ard\u0131 etmek - 2-6-2 kural\u0131n\u0131 uygulay\u0131n: portf\u00f6y\u00fcn %2'sini kaybetti\u011finizde zarar durdur, her hafta portf\u00f6y\u00fcn maksimum %6's\u0131 ile i\u015flem yap\u0131n, kabul edilen riskin en az 2 kat\u0131na ula\u015ft\u0131\u011f\u0131n\u0131zda kar al\u0131n."}]}},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.8 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Hangi Hisseyi Sat\u0131n Almal\u0131y\u0131m? | Pocket Option Rehberi<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/\" \/>\n<meta property=\"og:locale\" content=\"tr_TR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Hangi Hisseyi Sat\u0131n Almal\u0131y\u0131m? | Pocket Option Rehberi\" \/>\n<meta property=\"og:url\" content=\"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/\" \/>\n<meta property=\"og:site_name\" content=\"Pocket Option blog\" \/>\n<meta property=\"article:published_time\" content=\"2025-07-12T16:57:26+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/04\/1742026429236-814486530-14.webp\" \/>\n\t<meta property=\"og:image:width\" content=\"1840\" \/>\n\t<meta property=\"og:image:height\" content=\"700\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/webp\" \/>\n<meta name=\"author\" content=\"Igor OK\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Yazan:\" \/>\n\t<meta name=\"twitter:data1\" content=\"Igor OK\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/\"},\"author\":{\"name\":\"Igor OK\",\"@id\":\"https:\/\/pocketoption.com\/blog\/tr\/#\/schema\/person\/05fda70241a3f566579f07d29b86abe1\"},\"headline\":\"Hangi Hisseyi Sat\u0131n Almal\u0131y\u0131m? | Pocket Option Rehberi\",\"datePublished\":\"2025-07-12T16:57:26+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/\"},\"wordCount\":10,\"commentCount\":0,\"image\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/04\/1742026429236-814486530-14.webp\",\"keywords\":[\"investment\",\"platform\",\"stock\"],\"articleSection\":[\"Learning\"],\"inLanguage\":\"tr\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/\",\"url\":\"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/\",\"name\":\"Hangi Hisseyi Sat\u0131n Almal\u0131y\u0131m? | Pocket Option Rehberi\",\"isPartOf\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/tr\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/04\/1742026429236-814486530-14.webp\",\"datePublished\":\"2025-07-12T16:57:26+00:00\",\"author\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/tr\/#\/schema\/person\/05fda70241a3f566579f07d29b86abe1\"},\"breadcrumb\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/#breadcrumb\"},\"inLanguage\":\"tr\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"tr\",\"@id\":\"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/#primaryimage\",\"url\":\"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/04\/1742026429236-814486530-14.webp\",\"contentUrl\":\"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/04\/1742026429236-814486530-14.webp\",\"width\":1840,\"height\":700},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/pocketoption.com\/blog\/tr\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Hangi Hisseyi Sat\u0131n Almal\u0131y\u0131m? | Pocket Option Rehberi\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/pocketoption.com\/blog\/tr\/#website\",\"url\":\"https:\/\/pocketoption.com\/blog\/tr\/\",\"name\":\"Pocket Option blog\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/pocketoption.com\/blog\/tr\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"tr\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/pocketoption.com\/blog\/tr\/#\/schema\/person\/05fda70241a3f566579f07d29b86abe1\",\"name\":\"Igor OK\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"tr\",\"@id\":\"https:\/\/secure.gravatar.com\/avatar\/e5fbed1dc1da2ff83979b615e4828e7df0c88fac5b639802fd2584529c335ede?s=96&d=mm&r=g\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/e5fbed1dc1da2ff83979b615e4828e7df0c88fac5b639802fd2584529c335ede?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/e5fbed1dc1da2ff83979b615e4828e7df0c88fac5b639802fd2584529c335ede?s=96&d=mm&r=g\",\"caption\":\"Igor OK\"},\"url\":\"https:\/\/pocketoption.com\/blog\/tr\/author\/igor-ok\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Hangi Hisseyi Sat\u0131n Almal\u0131y\u0131m? | Pocket Option Rehberi","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/","og_locale":"tr_TR","og_type":"article","og_title":"Hangi Hisseyi Sat\u0131n Almal\u0131y\u0131m? | Pocket Option Rehberi","og_url":"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/","og_site_name":"Pocket Option blog","article_published_time":"2025-07-12T16:57:26+00:00","og_image":[{"width":1840,"height":700,"url":"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/04\/1742026429236-814486530-14.webp","type":"image\/webp"}],"author":"Igor OK","twitter_card":"summary_large_image","twitter_misc":{"Yazan:":"Igor OK"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/#article","isPartOf":{"@id":"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/"},"author":{"name":"Igor OK","@id":"https:\/\/pocketoption.com\/blog\/tr\/#\/schema\/person\/05fda70241a3f566579f07d29b86abe1"},"headline":"Hangi Hisseyi Sat\u0131n Almal\u0131y\u0131m? | Pocket Option Rehberi","datePublished":"2025-07-12T16:57:26+00:00","mainEntityOfPage":{"@id":"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/"},"wordCount":10,"commentCount":0,"image":{"@id":"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/#primaryimage"},"thumbnailUrl":"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/04\/1742026429236-814486530-14.webp","keywords":["investment","platform","stock"],"articleSection":["Learning"],"inLanguage":"tr","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/","url":"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/","name":"Hangi Hisseyi Sat\u0131n Almal\u0131y\u0131m? | Pocket Option Rehberi","isPartOf":{"@id":"https:\/\/pocketoption.com\/blog\/tr\/#website"},"primaryImageOfPage":{"@id":"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/#primaryimage"},"image":{"@id":"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/#primaryimage"},"thumbnailUrl":"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/04\/1742026429236-814486530-14.webp","datePublished":"2025-07-12T16:57:26+00:00","author":{"@id":"https:\/\/pocketoption.com\/blog\/tr\/#\/schema\/person\/05fda70241a3f566579f07d29b86abe1"},"breadcrumb":{"@id":"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/#breadcrumb"},"inLanguage":"tr","potentialAction":[{"@type":"ReadAction","target":["https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/"]}]},{"@type":"ImageObject","inLanguage":"tr","@id":"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/#primaryimage","url":"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/04\/1742026429236-814486530-14.webp","contentUrl":"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/04\/1742026429236-814486530-14.webp","width":1840,"height":700},{"@type":"BreadcrumbList","@id":"https:\/\/pocketoption.com\/blog\/tr\/knowledge-base\/learning\/which-stock-should-i-buy\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/pocketoption.com\/blog\/tr\/"},{"@type":"ListItem","position":2,"name":"Hangi Hisseyi Sat\u0131n Almal\u0131y\u0131m? | Pocket Option Rehberi"}]},{"@type":"WebSite","@id":"https:\/\/pocketoption.com\/blog\/tr\/#website","url":"https:\/\/pocketoption.com\/blog\/tr\/","name":"Pocket Option blog","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/pocketoption.com\/blog\/tr\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"tr"},{"@type":"Person","@id":"https:\/\/pocketoption.com\/blog\/tr\/#\/schema\/person\/05fda70241a3f566579f07d29b86abe1","name":"Igor OK","image":{"@type":"ImageObject","inLanguage":"tr","@id":"https:\/\/secure.gravatar.com\/avatar\/e5fbed1dc1da2ff83979b615e4828e7df0c88fac5b639802fd2584529c335ede?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/e5fbed1dc1da2ff83979b615e4828e7df0c88fac5b639802fd2584529c335ede?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/e5fbed1dc1da2ff83979b615e4828e7df0c88fac5b639802fd2584529c335ede?s=96&d=mm&r=g","caption":"Igor OK"},"url":"https:\/\/pocketoption.com\/blog\/tr\/author\/igor-ok\/"}]}},"po_author":null,"po__editor":null,"po_last_edited":null,"wpml_current_locale":"tr_TR","wpml_translations":{"vt_VT":{"locale":"vt_VT","id":302743,"slug":"which-stock-should-i-buy","post_title":"N\u00ean Mua C\u1ed5 Phi\u1ebfu N\u00e0o? | H\u01b0\u1edbng D\u1eabn Pocket Option","href":"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/learning\/which-stock-should-i-buy\/"},"pt_AA":{"locale":"pt_AA","id":302738,"slug":"which-stock-should-i-buy","post_title":"Qual A\u00e7\u00e3o Devo Comprar? | Guia Pocket Option","href":"https:\/\/pocketoption.com\/blog\/pt\/knowledge-base\/learning\/which-stock-should-i-buy\/"}},"_links":{"self":[{"href":"https:\/\/pocketoption.com\/blog\/tr\/wp-json\/wp\/v2\/posts\/302741","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pocketoption.com\/blog\/tr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/pocketoption.com\/blog\/tr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/pocketoption.com\/blog\/tr\/wp-json\/wp\/v2\/users\/50"}],"replies":[{"embeddable":true,"href":"https:\/\/pocketoption.com\/blog\/tr\/wp-json\/wp\/v2\/comments?post=302741"}],"version-history":[{"count":0,"href":"https:\/\/pocketoption.com\/blog\/tr\/wp-json\/wp\/v2\/posts\/302741\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/pocketoption.com\/blog\/tr\/wp-json\/wp\/v2\/media\/213700"}],"wp:attachment":[{"href":"https:\/\/pocketoption.com\/blog\/tr\/wp-json\/wp\/v2\/media?parent=302741"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/pocketoption.com\/blog\/tr\/wp-json\/wp\/v2\/categories?post=302741"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/pocketoption.com\/blog\/tr\/wp-json\/wp\/v2\/tags?post=302741"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}