MARKET WATCH (SEKER YATIRIM) OUTLOOK: THE BIST 100 INDEX STARTED MONDAY ON A POSITIVE TREND, BUT FELL 1.14% IN THE AFTERNOON DUE TO INCREASING SELLING PRESSURE, CLOSING AT 10,734.87. THE BANKING INDEX FELL 2.50%, WHILE THE INDUSTRIAL INDEX LOST 0.97%. UPON NEWS THAT THE U.S. SUPREME COURT HAD REJECTED HALKBANK`S REQUEST TO END THE TRIAL, LOSSES IN THE BANKING INDEX DEEPENED. GLOBALLY, THE U.S. STOCK MARKETS EXCEPT THE DOW JONES INDUSTRIAL AVERAGE ENDED THE DAY HIGHER, WHILE EUROPEAN STOCK MARKETS GENERALLY CLOSED NEGATIVELY. IN ASIA, WHILE CHINESE STOCK MARKETS WERE CLOSED FOR A PUBLIC HOLIDAY, JAPANESE AND SOUTH KOREAN BOURSES POSTED STRONG GAINS. OTHER ASIAN STOCK MARKETS FOLLOWED A MIXED TREND. THE NEAR-TERM VIOP INDEX CONTRACT CLOSED THE EVENING SESSION WITH A LIMITED GAIN OF 0.04%. AT THE START OF THE NEW DAY, THE U.S. FUTURES SHOWED LIMITED LOSSES. FLAT POSITIVE PRICING DOMINATED EUROPEAN FUTURES. ON THE ASIAN SIDE, THE CHINESE, SOUTH KOREAN, AND HONG KONG STOCK MARKETS WERE CLOSED FOR A PUBLIC HOLIDAY. THE JAPANESE STOCK MARKET, HOWEVER, CONTINUED TO SHOW POSITIVE PRICING. WHILE NO MAJOR DATA FEATURES ON TODAY`S MACROECONOMIC AGENDA, CBRT GOVERNOR FATIH KARAHAN`S SPEECH TO THE PLANNING AND BUDGET COMMITTEE WILL BE WATCHED. GLOBALLY, GERMAN FACTORY ORDERS DATA IS THE HIGHLIGHT TODAY. ECB PRESIDENT LAGARDE`S SPEECH, ALONG WITH SPEECHES BY FOMC MEMBERS BOSTIC, BOWMAN, AND KASHKARI, WILL BE FOLLOWED. MEANWHILE, INDIRECT NEGOTIATIONS BETWEEN ISRAELI AND HAMAS DELEGATIONS REGARDING PRESIDENT TRUMP`S GAZA PLAN CONTINUE IN SHARM EL-SHEIKH, EGYPT. ACCORDING TO ISRAELI STATE TELEVISION, KAN, IT WAS REPORTED THAT `A POSITIVE ATMOSPHERE PREVAILS IN BOTH ISRAEL AND THE U.S., AND AN AGREEMENT COULD BE REACHED BY NEXT SUNDAY.` LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START TUESDAY FLAT AND FLUCTUATE THEREAFTER. SUPPORT: 10,650 - 10,550 RESISTANCE: 10,850 - 10,950. MONEY MARKET: THE LIRA WAS NEGATIVE YESTERDAY, WEAKENING 0.01% AGAINST THE USD TO CLOSE AT 41.6863. THE CURRENCY ALSO APPRECIATED BY 0.17% AGAINST A BASKET OF $0.50 AND €0.50. MEANWHILE, THE LOCAL FIXED INCOME MARKETS WERE NEGATIVE. THE TEN-YEAR BENCHMARK BOND WAS ENDING AT 31.92%, 13 BPS ABOVE ITS PREVIOUS CLOSING. COMPANY NEWS: EMLAK KONUT REIT (EKGYO.TI N/C) HAS ANNOUNCED THAT WITHIN THE SCOPE OF THE ISTANBUL BASAKSEHIR DAMLA KENT PROJECT REAL ESTATE CERTIFICATE (DMLKT.TI) ISSUANCE, THE TENDER PROCESSES RELATED TO THE COMMENCEMENT OF THE CONSTRUCTION PHASE FOR THE “ISTANBUL BASAKSEHIR DAMLA KENT PROJECT,” HAVE BEEN COMPLETED AS SCHEDULED. WITHIN THIS SCOPE, THE COMPANY STATED THAT TURNKEY TENDERS FOR THE CONSTRUCTION OF RESIDENTIAL AND COMMERCIAL UNITS IN STAGES A AND B OF THE PROJECT — ALONG WITH RELATED INFRASTRUCTURE AND LANDSCAPING WORKS — HAVE BEEN FINALIZED, AND THAT CONSTRUCTION ACTIVITIES WILL COMMENCE PROMPTLY FOLLOWING THE SIGNING OF CONTRACTS WITH THE CONTRACTORS. HALKBANK (HALKB.TI MP): ACCORDING TO THE BANK’S STATEMENT, ON OCTOBER 6, 2025, THE UNITED STATES SUPREME COURT REJECTED HALKBANK’S APPEAL FOLLOWING THE DECISION OF THE SECOND CIRCUIT COURT OF APPEALS. THE BANK UNDERLINED THAT THIS DEVELOPMENT DOES NOT MEAN THE LEGAL PROCESS HAS BEEN CONCLUDED, NOTING THAT PROCEEDINGS WILL CONTINUE IN THEIR NORMAL COURSE AND THAT ALL LEGAL RIGHTS WILL BE EXERCISED. IT WAS ALSO STATED THAT EFFORTS TO ESTABLISH A LEGAL SETTLEMENT FRAMEWORK WITHIN THE SCOPE OF AGREEMENTS BETWEEN THE UNITED STATES AND TURKEY ARE PROGRESSING POSITIVELY. MAVI GIYIM (MAVI.TI N/C) HAS ANNOUNCED THAT ON OCTOBER 06, 2025, IT REPURCHASED B GROUP SHARES WITH A NOMINAL VALUE OF TRY250,000 WITHIN A PRICE RANGE OF TRY37.94 – TRY38.08 (WEIGHTED AVERAGE TRY38.0080) ON BORSA ISTANBUL. FOLLOWING THIS TRANSACTION, THE TOTAL NUMBER OF REPURCHASED B GROUP SHARES REACHED 5,925,000, CORRESPONDING TO APPROXIMATELY 0.75% OF THE COMPANY’S CAPITAL. MIGROS (MGROS.TI OP) HAS ANNOUNCED THAT 16 NEW STORES (9 MIGROS, 4 MIGROS JET, 2 MACROCENTER AND 1 MION COSMETIC STORE) AND 2 DISTRIBUTION CENTERS WERE OPENED IN SEPTEMBER, 2025. THE TOTAL NUMBER OF STORES IS 3,730 AS OF 30 SEPTEMBER 2025. THE TOTAL NET SALES AREA REACHED 2,064 THOUSAND SQUARE METERS. AS OF SEPTEMBER 30, 2025, THE NET SALES AREA (SQUARE METERS) GROWTH WAS 3.0% Y-O-Y (NEUTRAL). PETKIM (PETKM.TI MP) HAS REPORTED THAT THE ETHYLENE–NAPHTHA SPREAD INCREASED BY 23.5% WOW TO USD 205 DURING THE WEEK OF SEPTEMBER 26 – OCTOBER 03, 2025, AS NAPHTHA PRICES DECLINED BY 6.9% . THE IMPROVEMENT IN THE SPREAD IS CONSIDERED POSITIVE FOR PETKIM. 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. 07.10.2025 09:25:17