MARKET WATCH (SEKER YATIRIM) OUTLOOK: THE BIST-100 INDEX STARTED FRIDAY WITH A FLAT TO POSITIVE TREND, SUBSEQUENTLY FOLLOWING A BEARISH COURSE TO CLOSE AT 11,294.37, DOWN 0.37%. AMONG THE SECTORAL INDICES, THE INDUSTRIAL INDEX FELL BY 0.48%, WHILE THE BANKING INDEX CONTINUED ITS NEGATIVE DIVERGENCE, DOWN 0.91%. THE REIT INDEX WAS THE MOST POSITIVELY DIVERGING INDEX, UP 1.85%, WHILE THE BROKERAGE FIRMS INDEX WAS THE MOST NEGATIVELY DIVERGING ONE, DOWN 6.48%. THE VIOP DECEMBER FUTURES CONTRACT FOR THE NEAR-TERM INDEX COMPLETED FRIDAY`S EVENING SESSION UP 0.04%. ON A WEEKLY BASIS, THE BIST 100 INDEX RECORDED A 0.42% DECREASE, WHILE THE INDUSTRIAL INDEX SHOWED A POSITIVE INCREASE OF 0.06%, AND THE BANKING INDEX SHOWED A NEGATIVE DIVERGENCE WITH A 3.19% LOSS. THE CBRT HAS PUBLISHED ITS MONETARY POLICY FOR 2026, A ROADMAP OUTLINING THE POLICIES TO BE FOLLOWED OVER THE COMING YEAR. THE POLICY STATEMENT EMPHASIZES THAT PRICE STABILITY IS A PREREQUISITE FOR SUSTAINABLE GROWTH AND INCREASED SOCIAL WELFARE, AND THAT CENTRAL BANKS MAKE THE GREATEST CONTRIBUTION TO INCREASED SOCIAL WELFARE BY ENSURING PRICE STABILITY. THE INFLATION TARGET REMAINS AT 5%. THE BANK HAS SET ITS OPEN MARKET INVESTMENT PORTFOLIO SIZE AT TRY 450BN IN NOMINAL TERMS FOR 2026, WITH THE OPTION OF ADDITIONAL PURCHASES RESERVED. ON THE GLOBAL FRONT, LIMITED LOSSES WERE OBSERVED IN THE U.S. STOCK MARKETS ON FRIDAY, AS EUROPEAN COUNTERPARTS WERE CLOSED FOR THE CHRISTMAS HOLIDAY. THE DOW JONES INDEX FELL 0.04%, THE S&P 500 INDEX DROPPED 0.03%, AND THE NASDAQ INDEX FELL 0.09%. PRESIDENT TRUMP STATED THAT HIS MEETING WITH UKRAINIAN PRESIDENT ZELENSKY WAS VERY PRODUCTIVE, SAYING, `WE HAVE MADE A LOT OF PROGRESS ON ENDING THAT WAR.` TRUMP INDICATED THAT THEY WOULD ESTABLISH A WORKING GROUP, INCLUDING SPECIAL REPRESENTATIVE STEVE WITKOFF, SECRETARY OF STATE MARCO RUBIO, SECRETARY OF DEFENSE PETE HEGSETH, AND FORMER SENIOR ADVISOR JARED KUSHNER, AND THAT THIS GROUP WOULD FIRST DISCUSS THE FINAL DETAILS WITH THE UKRAINIAN SIDE. HE ADDED THAT IF THE WORKING GROUP`S DISCUSSIONS GO VERY WELL, THE REMAINING PARTS OF THE PEACE PLAN COULD BE FINALIZED WITHIN A FEW WEEKS. ASIAN STOCK MARKETS ARE GENERALLY SHOWING LIMITED NEGATIVE PRICE MOVEMENTS THIS MORNING. HOWEVER, THE SOUTH KOREAN KOSPI INDEX IS SHOWING A POSITIVE DIVERGENCE WITH A 1.7% INCREASE. IN FUTURES MARKETS, THE U.S. FUTURES ARE OBSERVING LIMITED NEGATIVE PRICES, WHILE THE GERMAN DAX FUTURES ARE OBSERVING LIMITED POSITIVE PRICES. WHILE THERE ARE NO MAJOR DOMESTIC MACROECONOMIC DATA RELEASES TODAY, THE U.S. PENDING HOME SALES AND DALLAS FED MANUFACTURING INDEX DATA SETS STAND OUT GLOBALLY. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START THE NEW WEEK WITH LIMITED POSITIVE PRICE MOVEMENTS, FOLLOWED BY A VOLATILE COURSE. SUPPORT: 11,250 - 11,150 RESISTANCE: 11,400 - 11,500. 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. 29.12.2025 09:37:42