{"id":69970,"date":"2026-10-21T02:55:00","date_gmt":"2026-10-21T02:55:00","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/spacex-lock-up-expiry-puts-1-3-billion-shares-in-play-as-index-funds-brace-for-supply\/"},"modified":"2026-10-21T02:55:00","modified_gmt":"2026-10-21T02:55:00","slug":"spacex-lock-up-expiry-puts-1-3-billion-shares-in-play-as-index-funds-brace-for-supply","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/spacex-lock-up-expiry-puts-1-3-billion-shares-in-play-as-index-funds-brace-for-supply\/","title":{"rendered":"Lock-Up S\u00fcresinin Dolmas\u0131 SpaceX\u2019te 1,3 Milyar Hisseyi Piyasaya Getiriyor, Endeks Fonlar\u0131 Arz Bask\u0131s\u0131na Kar\u015f\u0131 Haz\u0131rlan\u0131yor"},"content":{"rendered":"

SpaceX, sal\u0131 g\u00fcnk\u00fc seans\u0131n ard\u0131ndan \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klamaya haz\u0131rlan\u0131yor; ancak piyasada k\u0131sa vadeli odak gelir tablosundan ziyade \u201clock-up\u201d (sat\u0131\u015f k\u0131s\u0131t\u0131) takvimi. Per\u015fembe g\u00fcn\u00fc, yani bilan\u00e7odan sonraki ikinci tam i\u015flem g\u00fcn\u00fcnde, \u00e7al\u0131\u015fanlar ve erken d\u00f6nem yat\u0131r\u0131mc\u0131lar\u0131n elindeki 1,3 milyara kadar hisse sat\u0131\u015fa konu olabilecek. Bu, 12 Haziran\u2019daki halka arzdan bu yana tek seferdeki en b\u00fcy\u00fck kilit a\u00e7\u0131l\u0131m\u0131. Hisse, 135 dolarl\u0131k halka arz fiyat\u0131ndan 225 dolar\u0131n \u00fczerine \u00e7\u0131k\u0131p ard\u0131ndan 105 dolar civar\u0131na geriledi ve d\u00f6rt ay i\u00e7inde yeniden 140\u2019l\u0131 dolar seviyelerine d\u00f6nd\u00fc. Daha \u00f6nce toplamda 2,27 milyara kadar hisseyi kapsayan alt\u0131 kilit a\u00e7\u0131l\u0131m\u0131 i\u015flemlerde belirgin bir bozulma yaratmadan geride kalsa da, per\u015fembe g\u00fcnk\u00fc dilim bu alt\u0131 a\u00e7\u0131l\u0131m\u0131n toplam\u0131ndan daha b\u00fcy\u00fck. Temmuz ay\u0131nda NASDAQ-100\u2019e dahil edilmesiyle hisseyi eklemek zorunda kalan endeks fonlar\u0131 ise \u201cdo\u011fal\u201d ana al\u0131c\u0131 aday\u0131 olarak g\u00f6r\u00fcl\u00fcyor.<\/p>\n\n

Lock-Up Timetable and Share Release Structure<\/h3>\n\n

Lock-up s\u00fcresi 180 g\u00fcnle 8 Aral\u0131k\u2019a kadar uzan\u0131yor; ancak sonu\u00e7lara ba\u011fl\u0131 a\u015famalar halinde a\u00e7\u0131l\u0131yor: ilk rapor sonras\u0131 %20 (912 milyon hisse) serbest kald\u0131, fiyat tetiklemeli %10\u2019luk dilim ise hi\u00e7 a\u00e7\u0131lmad\u0131 ve bunu %7\u2019lik d\u00f6rt tranche (319 milyon ile 328 milyon hisse) izledi. Per\u015fembe g\u00fcnk\u00fc %28\u2019lik a\u00e7\u0131l\u0131m\u0131n ard\u0131ndan 26 Ekim\u2019de ilave %7 daha serbest kalacak; 8 Aral\u0131k\u2019ta ise yakla\u015f\u0131k 798 milyon hissenin kilidi a\u00e7\u0131lacak. Musk\u2019\u0131n 6,4 milyara kadar hissesi ise 12 Haziran 2027\u2019ye kadar kilitli kalmaya devam ediyor. \u0130zahname verilerine g\u00f6re, 13,2 milyar hissenin yakla\u015f\u0131k %22\u2019si \u015fu anda i\u015flem g\u00f6rebilir durumda; bu oran per\u015fembe sonras\u0131 yakla\u015f\u0131k %32\u2019ye, 26 Ekim sonras\u0131 %34\u2019e ve 8 Aral\u0131k sonras\u0131 %40\u2019a y\u00fckseliyor. \u00d6nceki a\u00e7\u0131lma g\u00fcnlerindeki fiyat hareketleri s\u0131ras\u0131yla +%6,1, -%4,0, -%3,9, +%0,4, -%0,2 ve +%1,2 oldu. Bildirimler tek bir i\u00e7eriden sat\u0131\u015fa i\u015faret ediyor: Ba\u015fkan Gwynne Shotwell taraf\u0131ndan 342 bin hisse sat\u0131\u015f\u0131. Bu arada NASDAQ-100 mekanikleri, 21 Eyl\u00fcl yeniden dengelemesinde \u00f6ng\u00f6r\u00fclen a\u011f\u0131rl\u0131\u011f\u0131 %2,8\u2019e ta\u015f\u0131rken, JPMorgan endeks kaynakl\u0131 al\u0131m\u0131 15,5 milyar dolar olarak tahmin ediyor. Per\u015fembe ve 26 Ekim\u2019de serbest kalacak hisseler, 21 Aral\u0131k yeniden dengelemesine y\u00f6nelik 30 Kas\u0131m referans tarihine yans\u0131yacak.<\/p>\n\n

Financial Performance and Operational Updates<\/h3>\n\n

Operasyonel tarafta, ikinci \u00e7eyrek geliri 7,8 milyar dolar ile y\u0131ll\u0131k bazda %92 artt\u0131. Buna kar\u015f\u0131l\u0131k capex 18,4 milyar dolar olurken, bunun 15,8 milyar dolar\u0131 yapay zek\u00e2 veri merkezlerine ayr\u0131ld\u0131. \u015eirketin nakit ve menkul k\u0131ymetleri, 86 milyar dolarl\u0131k fonlama sonras\u0131 100 milyar dolar seviyesinde bulunuyor. \u00dc\u00e7\u00fcnc\u00fc \u00e7eyrek i\u00e7in beklentiler yakla\u015f\u0131k 12,9 milyar dolar gelir ve yakla\u015f\u0131k 19,6 milyar dolar harcamaya i\u015faret ediyor; a\u011fustos ay\u0131ndaki bir raporda capex\u2019in tahminlerin yakla\u015f\u0131k %40 \u00fczerinde ger\u00e7ekle\u015fti\u011fi belirtilmi\u015fti.<\/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":"

Bilan\u00e7o de\u011fil, kilit a\u00e7\u0131l\u0131m\u0131 g\u00fcndemde: SpaceX\u2019te per\u015fembe 1,3 milyara kadar hisse serbest kal\u0131yor\u2014IPO\u2019dan beri en b\u00fcy\u00fck dilim. Endeks fonlar\u0131 olas\u0131 al\u0131c\u0131; likidite pay\u0131 y\u0131l sonuna dek artacak.<\/p>\n","protected":false},"author":87,"featured_media":69969,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-69970","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