MARKET WATCH (SEKER YATIRIM) OUTLOOK: THE BIST100 INDEX STARTED THURSDAY FLAT, THEN TRADED POSITIVELY THROUGHOUT THE DAY TO CLOSE UP BY 1.33% AT 9,961.34. THE INDUSTRIAL INDEX ROSE BY 0.43%, WHILE THE BANKING INDEX OUTPERFORMED WITH A 3.05% INCREASE. WE BELIEVE THE BIST MAY HAVE BEEN SUPPORTED BY OPTIMISTIC EXPECTATIONS REGARDING INFLATION DATA TO BE ANNOUNCED TODAY BY TURKSTAT, FOLLOWING THE ITO INFLATION FIGURES RELEASED YESTERDAY, WHICH WERE 2% BELOW EXPECTATIONS. RATE CUT EXPECTATIONS REMAIN PRICED IN AT THE BIST LED BY BANKING STOCKS. SINCE RATE CUTS DIRECTLY BENEFIT THE BANKS, WE EXPECT BANKING STOCKS TO MAINTAIN THEIR POSITIVE DIVERGENCE AS LONG AS RELATED EXPECTATIONS PERSIST. OVERALL, WE ANTICIPATE A POSITIVE OUTLOOK FOR THE BIST, LED BY THE BANKS. WHILE OCCASIONAL PROFIT-TAKING MAY OCCUR, WE EXPECT THIS TO BE SHORT-TERM IN NATURE, AND WE MAINTAIN OUR VIEW THAT SHARP PULLBACKS WILL PRESENT BUYING OPPORTUNITIES. ON THE GLOBAL FRONT, THE U.S. MARKETS TRADED LOWER YESTERDAY FOLLOWING THE ATTACKS IN THE U.S. EARLIER THIS YEAR, WHILE EUROPEAN MARKETS MAINTAINED A POSITIVE TREND. THIS MORNING, THE U.S. FUTURES AND GERMAN DAX ARE TRADING POSITIVELY, WHILE MIXED SENTIMENT PREVAILS IN ASIAN MARKETS, WHERE THE JAPANESE STOCK MARKET IS CLOSED DUE TO A PUBLIC HOLIDAY. DOMESTICALLY, THE VIOP30 INDEX ENDED THE EVENING SESSION WITH A 0.16% GAIN. ON THE MACROECONOMIC DATA FRONT DECEMBER INFLATION FIGURES WILL BE ANNOUNCED TODAY. THE MARKET CONSENSUS IS FOR MONTHLY CPI TO RISE BY 1.63% IN DECEMBER AND ANNUAL CPI TO INCREASE BY 45.25%. WE FORECAST DECEMBER CPI PRINTING AT 1.6% MONTHLY AND 45.2% ANNUALLY. GIVEN ITS IMPACT ON RATE CUT EXPECTATIONS, THE INFLATION DATA IS LIKELY TO INFLUENCE TL-BASED ASSETS. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START FRIDAY ON A POSITIVE NOTE AND AIM TO MAINTAIN ITS UPTREND THEREAFTER. SUPPORT: 9,850 - 9,750 RESISTANCE: 10,000 - 10,150. SEKER YATIRIM MENKUL DEGERLER A.S. WWW.SEKERYATIRIM.COM.TR *** YASAL UYARI BURADA YER ALAN YATIRIM BILGI, YORUM VE TAVSIYELER YATIRIM DANISMANLIGI KAPSAMINDA DEGILDIR.YATIRIM DANISMANLIGI HIZMETI ARACI KURUMLAR, PORTFOY YONETIM SIRKETLERI, MEVDUAT KABUL ETMEYEN BANKALAR ILE MUSTERI ARASINDA IMZALANACAK YATIRIM DANISMANLIGI SOZLESMESI CERCEVESINDE SUNULMAKTADIR.BURADA YER ALAN YORUM VE TAVSIYELER, YORUM VE TAVSIYEDE BULUNANLARIN KISISEL GORUSLERINE DAYANMAKTADIR.BU GORUSLER MALI DURUMUNUZ ILE RISK VE GETIRI TERCIHLERINIZE UYGUN OLMAYABILIR.BU NEDENLE, SADECE BURADA YER ALAN BILGILERE DAYANILARAK YATIRIM KARARI VERILMESI BEKLENTILERINIZE UYGUN SONUCLAR DOGURMAYABILIR. 03.01.2025 09:29:33