G\u00fcney Kore\u2019nin S&P Global \u0130malat PMI\u2019\u0131 temmuzda bir \u00f6nceki aydaki 52,1 seviyesinden 53,1\u2019e y\u00fckselerek geni\u015fleme b\u00f6lgesindeki seyrini s\u00fcrd\u00fcrd\u00fc. Son veri, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fin ba\u015f\u0131nda imalat\u00e7\u0131lar i\u00e7in genel faaliyet ko\u015fullar\u0131nda daha g\u00fc\u00e7l\u00fc bir iyile\u015fmeye i\u015faret ediyor.<\/p>\n
S&P Global taraf\u0131ndan derlenen man\u015fet PMI, b\u00fcy\u00fcme ile daralmay\u0131 ay\u0131ran 50,0 e\u015fi\u011finin \u00fczerinde kalmaya devam etti. Temmuzdaki 52,1\u2019den 53,1\u2019e art\u0131\u015f, hazirana k\u0131yasla imalat faaliyetlerinde daha h\u0131zl\u0131 bir toparlanmaya i\u015faret ediyor.<\/p>\n
G\u00fcney Kore’nin S&P Global \u0130malat PMI\u2019\u0131n\u0131n temmuzda 53,1\u2019e s\u0131\u00e7ramas\u0131, \u00f6zellikle teknoloji taraf\u0131nda k\u00fcresel talebin son derece diren\u00e7li kalmaya devam etti\u011fini g\u00f6steriyor. Bu geni\u015flemenin, \u00f6n\u00fcm\u00fczdeki haftalarda Asya ticaret momentumundan faydalanmak isteyen t\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131 i\u00e7in g\u00fc\u00e7l\u00fc bir al\u0131m f\u0131rsat\u0131na i\u015faret etti\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz. G\u00fcney Kore k\u00fcresel ekonomi i\u00e7in bir \u00f6nc\u00fc g\u00f6sterge olarak g\u00f6r\u00fcld\u00fc\u011f\u00fcnden, bu y\u00fckseli\u015f daha geni\u015f imalat tedarik zincirlerinin h\u0131zland\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor.<\/p>\n
Bu hareketi de\u011ferlendirmek i\u00e7in, PMI\u2019\u0131n 53 puan e\u015fi\u011finin \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131 d\u00f6nemlerde genellikle g\u00fc\u00e7l\u00fc yukar\u0131 y\u00f6nl\u00fc ivme ya\u015fayan Kospi 200 endeksi \u00fczerinde k\u0131sa vadeli al\u0131m (call) opsiyonlar\u0131n\u0131 tercih ediyoruz. Tarihsel olarak y\u00fckselen imalat endeksi, Kore Wonu\u2019nun ABD Dolar\u0131 kar\u015f\u0131s\u0131nda g\u00fc\u00e7lenmesine de destek verir. Bu nedenle, USD\/KRW vadeli i\u015flemlerinde k\u0131sa pozisyon almak veya USD\/KRW sat\u0131m (put) opsiyonlar\u0131 sat\u0131n almak \u015fu a\u015famada cazip bir risk-getiri oran\u0131 sunuyor.<\/p>\n
Bu olumlu PMI verisi, devam eden yar\u0131 iletken patlamas\u0131 taraf\u0131ndan g\u00fc\u00e7l\u00fc bi\u00e7imde destekleniyor; son d\u00f6nemlerde G\u00fcney Kore\u2019nin \u00e7ip ihracat\u0131 y\u0131ll\u0131k bazda %50\u2019nin \u00fczerinde art\u0131\u015f g\u00f6sterdi. Ayr\u0131ca, bu momentumu k\u00fcresel yar\u0131 iletken ETF\u2019leri ve kilit teknoloji tedarik\u00e7ileri \u00fczerinde al\u0131m (call) opsiyonlar\u0131 alarak de\u011ferlendirmemiz gerekiyor. Bu strateji, piyasa b\u00fcy\u00fcmeyi tam olarak fiyatlamadan \u00f6nce b\u00f6lgesel imalat r\u00fczg\u00e2r\u0131ndan faydalanmam\u0131z\u0131 sa\u011flar.<\/p>\n\n\n\n
Hemen i\u015flem yapmaya ba\u015flay\u0131n \u2014 ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in buraya<\/a> t\u0131klay\u0131n.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":" S\u00fcrpriz ivme: G\u00fcney Kore imalat PMI\u2019\u0131 temmuzda 52,1\u2019den 53,1\u2019e y\u00fckseldi, geni\u015fleme g\u00fc\u00e7lendi. Teknoloji\/\u00e7ip talebi diren\u00e7li; Kospi 200\u2019de call, USD\/KRW\u2019de short\/put f\u0131rsatlar\u0131 \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":50014,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-52199","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t