MARKET WATCH (SEKER YATIRIM) MARKET WATCH - FRIDAY, APRIL 17, 2026 OUTLOOK: THE BIST-100 INDEX STARTED THURSDAY WITH BUYING INTEREST, BUT REVERSED COURSE INTO NEGATIVE TERRITORY IN THE AFTERNOON AMID INCREASING SELLING PRESSURE. THE INDEX TESTED THE 14,124.79 LEVEL ON THE DOWNSIDE AND CLOSED THE DAY AT 14,201.05, DOWN 0.36%. ON THE SECTORAL SIDE, THE INDUSTRIAL INDEX ROSE BY 0.05%, WHILE THE BANKING INDEX DECLINED BY 0.85%. THE SME INDUSTRIAL INDEX WAS THE STRONGEST PERFORMER OF THE DAY WITH A 2.71% INCREASE, WHILE THE MINING INDEX WAS THE WEAKEST WITH A 2.62% DECREASE. ACCORDING TO CBRT DATA, IN THE WEEK ENDING APRIL 10, NON-RESIDENTS WERE NET BUYERS OF EQUITIES BY USD 430.3 MILLION, WHILE THEY ALSO RECORDED A NET PURCHASE OF USD 712.7 MILLION IN GOVERNMENT BONDS. IN THE SAME WEEK, CBRT RESERVES SHOWED A RECOVERY, WITH GROSS RESERVES INCREASING BY USD 9.3 BILLION TO USD 170.9 BILLION, AND NET RESERVES EXCLUDING SWAPS RISING BY USD 12 BILLION TO ABOVE USD 30 BILLION. THE VIOP APRIL NEAR-TERM INDEX FUTURES CONTRACT ROSE BY 0.26% IN THE EVENING SESSION. IN GLOBAL MARKETS, EUROPEAN INDICES GAVE A MIXED PERFORMANCE, WITH THE GERMAN DAX INDEX RISING BY 0.36%, WHILE THE EURO STOXX 50 INDEX DECLINED BY 0.04%. IN THE U.S., MARKETS CLOSED HIGHER, WITH THE DOW JONES INDEX UP 0.24%, THE S&P 500 INDEX RISING 0.26%, AND THE NASDAQ INDEX GAINING 0.36%. PRESIDENT TRUMP ANNOUNCED THAT ISRAEL AND LEBANON HAVE REACHED A 10-DAY CEASEFIRE AGREEMENT. ON THE IRAN FRONT, PAKISTAN`S FOREIGN MINISTRY STATED THAT THE DATE AND VENUE FOR THE PLANNED SECOND ROUND OF U.S.-IRAN NEGOTIATIONS HAVE NOT YET BEEN FINALIZED, WHILE EMPHASIZING THAT DIPLOMATIC CONTACTS BETWEEN THE PARTIES CONTINUE. AS WE START THE LAST TRADING DAY OF THE WEEK, ASIAN MARKETS ARE GIVING A MIXED PERFORMANCE. IN FUTURES MARKETS, U.S. INDEX FUTURES ARE SLIGHTLY POSITIVE, WHILE THE GERMAN DAX FUTURES ARE TRADING NEAR FLAT. TODAY`S MACROECONOMIC DATA AGENDA INCLUDES THE CBRT`S MARKET PARTICIPANTS SURVEY, SHORT-TERM EXTERNAL DEBT STATISTICS, AND HOUSING SALES DOMESTICALLY, WHILE EUROZONE CURRENT ACCOUNT BALANCE AND FOREIGN TRADE BALANCE DATA STAND OUT GLOBALLY. IN ADDITION, THE CREDIT RATING AND OUTLOOK REVIEW FOR TURKIYE BY S&P GLOBAL, EXPECTED TO BE ANNOUNCED IN THE EVENING, REMAINS IN FOCUS FOR DOMESTIC MARKETS. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START FRIDAY WITH A LIMITED POSITIVE BIAS, FOLLOWED BY A VOLATILE INTRADAY COURSE. SUPPORT: 14,100 - 14,000 RESISTANCE: 14,350 - 14,450. MONEY MARKET: THE LIRA WAS NEGATIVE YESTERDAY, WEAKENING 0.03% AGAINST THE USD TO CLOSE AT 44.7647. THE CURRENCY ALSO DEPRECIATED BY 0.03% AGAINST A BASKET OF $0.50 AND €0.50. MEANWHILE, THE LOCAL FIXED INCOME MARKETS WERE RELATIVELY FLAT. THE TEN-YEAR BENCHMARK BOND WAS TRADED WITHIN A RANGE OF 32.15%-32.31%, ENDING THE DAY AT A HIGH OF 32.31%, 9 BPS ABOVE ITS PREVIOUS CLOSING. COMPANY NEWS: KOC HOLDING (KCHOL.TI OP) HAS ANNOUNCED THE RESOLUTION OF THE BOARD OF DIRECTORS OF ENERJI YATIRIMLARI A.S. (EYAS) WHEREIN KOC HOLDING A.S. AND ITS SUBSIDIARY AYGAZ A.S. OWN 77% AND 20% OF THE SHARES RESPECTIVELY, TO DISTRIBUTE A TRY 4,270,000,000 ADVANCE DIVIDEND FROM EYAS`S PROFITS FOR THE FIRST 3 MONTHS OF THE YEAR 2026, WITH PAYMENT HAVING BEEN COMPLETED. (RELATED COMPANIES: AYGAZ.TI NC). TSKB (TSKB. TI MP): A €150 MILLION LOAN AGREEMENT WAS SIGNED ON APRIL 16, 2026, BETWEEN TSKB AND THE FRENCH DEVELOPMENT AGENCY (AGENCE FRANCAISE DE DÉVELOPPEMENT - AFD) TO PROVIDE FINANCING FOR INVESTMENTS DIRECTLY SUPPORTING THE CIRCULAR ECONOMY IN TURKIYE, AS WELL AS FOR COMPANIES AIMING TO DEVELOP AND IMPLEMENT CIRCULAR ECONOMY PRACTICES. 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. 17.04.2026 09:37:25