MARKET WATCH (SEKER YATIRIM) OUTLOOK: THE BIST100 INDEX STARTED FRIDAY ON A POSITIVE TREND, ENDING THE DAY AT 10,507.11, UP 0.46%. THE INDUSTRIAL INDEX AND THE BANKING INDEX GAINED 1.46% & 1.06%, RESPECTIVELY. ON A WEEKLY BASIS, THE BIST100 INDEX INCREASED BY 8.78%, THE INDUSTRIAL INDEX ROSE BY 7.13% AND THE BANKING INDEX GAINED 8.58%. THE POSITIVE MOMENTUM FOLLOWING THE INFLATION DATA, WHICH PRINTED WELL BELOW EXPECTATIONS LAST WEEK, CONTINUED AFTER THE CBRT`S INTEREST RATE CUT. WE BELIEVE THAT BANKING STOCKS MAY DIFFERENTIATE POSITIVELY OVER THE COMING PERIOD AND THAT RECOVERY AMONG INDUSTRIAL SECTOR STOCKS WILL CONTINUE GRADUALLY AS THE INTEREST RATE CUTS BEGIN TO BE REFLECTED. IN THIS RESPECT, MACROECONOMIC DATA AND COMPANY BALANCE SHEETS WILL MAINTAIN THEIR IMPORTANCE IN TERMS OF STOCK/SECTOR-BASED DIFFERENTIATIONS. ON THE GLOBAL FRONT, FRIDAY`S NON-FARM PAYROLLS DATA IN THE U.S. REVEALED AN INCREASE OF 151K, SLIGHTLY BELOW THE EXPECTATION OF A 159K RISE, WHILE THE DATA FOR THE PREVIOUS MONTH WAS REVISED FROM 143K TO 125K. THE UNEMPLOYMENT RATE ROSE FROM 4% TO 4.1%. ON FRIDAY, THE U.S. STOCK MARKETS ROSE WHILE EUROPEAN BOURSES FELL. ON A WEEKLY BASIS, ASIAN STOCK MARKETS WERE MIXED, WHILE EUROPEAN MARKETS GENERALLY ROSE. THE U.S. STOCK MARKETS DIVERGED NEGATIVELY DUE TO THE SALE OF THE MAGNIFICENT 7 STOCKS. THIS MORNING, THE U.S. FUTURES ARE NEGATIVE, GERMAN DAX FUTURES ARE BULLISH, AND ASIAN STOCK MARKETS ARE MIXED. DOMESTICALLY, THE VIOP30 INDEX CLOSED THE FRIDAY EVENING SESSION UP 0.20%. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START MONDAY FLAT AND CONTINUE TO RISE IF INTRADAY PROFIT TAKING IS ENCOUNTERED. SUPPORT: 10,350 - 10,250 RESISTANCE: 10,565 - 10,685. 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. 10.03.2025 09:42:26