Frans\u0131z l\u00fcks devi LVMH’in toparlanma beklentileri, Orta Do\u011fu’da devam eden krizin nas\u0131l geli\u015fece\u011fine b\u00fcy\u00fck \u00f6l\u00e7\u00fcde ba\u011fl\u0131, Per\u015fembe g\u00fcn\u00fc CEO ve kontrol eden hissedar Bernard Arnault taraf\u0131ndan belirtildi.<\/p>\n
\u015eirketin Paris’teki y\u0131ll\u0131k hissedarlar toplant\u0131s\u0131nda konu\u015fan Arnault, jeopolitik durumun ciddiyetini ve bunun k\u00fcresel piyasalar \u00fczerindeki etkilerini vurgulad\u0131.<\/p>\n
Reuters’\u0131n bildirdi\u011fine g\u00f6re Arnault, “D\u00fcnyan\u0131n \u015fu anda Orta Do\u011fu’da \u00e7ok ciddi bir kriz i\u00e7inde oldu\u011funu fark etmi\u015fsinizdir,” dedi.<\/p>\n
S\u00f6zlerine ekledi: “Her \u015fey bu krizin nas\u0131l geli\u015fece\u011fine ba\u011fl\u0131.”<\/p>\n
Devam Eden Gerilimler L\u00fcks Sekt\u00f6r\u00fcn Toparlanmas\u0131n\u0131 Engelliyor
\nBu a\u00e7\u0131klamalar, l\u00fcks sekt\u00f6r\u00fcn yakla\u015f\u0131k \u00fc\u00e7 y\u0131ll\u0131k durgunlu\u011fun ard\u0131ndan yeniden ivme kazanmakta zorland\u0131\u011f\u0131 bir d\u00f6neme denk geliyor.<\/p>\n
Devam eden \u00e7at\u0131\u015fma, yak\u0131n vadeli bir toparlanma beklentilerini azaltarak, LVMH hissedarlar\u0131 aras\u0131nda \u00f6n\u00fcm\u00fczdeki y\u0131l\u0131n da dalgal\u0131 ge\u00e7ece\u011fine dair endi\u015feleri art\u0131rd\u0131.<\/p>\n
Bu ay\u0131n ba\u015flar\u0131nda LVMH, \u0130ran’la ilgili \u00e7at\u0131\u015fman\u0131n i\u015f performans\u0131n\u0131 \u015fimdiden etkilemeye ba\u015flad\u0131\u011f\u0131n\u0131 belirtmi\u015fti.<\/p>\n
Reuters raporunda belirtildi\u011fi \u00fczere \u015firket, durumun ilk \u00e7eyrekteki toplam grup sat\u0131\u015flar\u0131ndan en az %1’lik bir d\u00fc\u015f\u00fc\u015fe neden oldu\u011funu s\u00f6yledi.<\/p>\n
Ayn\u0131 zamanda, l\u00fcks mallara olan talebin \u00f6nemli bir itici g\u00fcc\u00fc olan Avrupa’ya turist ak\u0131\u015f\u0131n\u0131 da sekteye u\u011fratt\u0131.<\/p>\n
Turizm, \u00f6zellikle Paris ve di\u011fer b\u00fcy\u00fck Avrupa \u015fehirleri gibi amiral gemisi pazarlarda LVMH’in gelirlerinde kritik bir rol oynamaktad\u0131r.<\/p>\n
Herhangi bir uzun s\u00fcreli jeopolitik istikrars\u0131zl\u0131k, uluslararas\u0131 seyahatleri cayd\u0131rma e\u011filimindedir ve bu da \u00fcst d\u00fczey perakende harcamalar\u0131n\u0131 etkiler.<\/p>\n
B\u00fcy\u00fcme H\u0131zl\u0131 \u00c7\u00f6z\u00fcme Ba\u011fl\u0131
\nArnault, hissedarlara, \u00e7at\u0131\u015fman\u0131n h\u0131zl\u0131 bir \u015fekilde \u00e7\u00f6z\u00fclmesi halinde LVMH’in t\u00fcm b\u00f6l\u00fcmlerinde b\u00fcy\u00fcmeye geri d\u00f6nebilece\u011fini s\u00f6yledi.<\/p>\n
Ancak, t\u0131rmanma risklerine kar\u015f\u0131 da uyard\u0131.<\/p>\n
Yorumlar\u0131, sadece LVMH’i de\u011fil, k\u00fcresel ekonomik istikrar ve t\u00fcketici g\u00fcveniyle yak\u0131ndan ba\u011flant\u0131l\u0131 olan daha geni\u015f l\u00fcks end\u00fcstrisini de bekleyen belirsizli\u011fin alt\u0131n\u0131 \u00e7iziyor.<\/p>\n
Per\u015fembe itibar\u0131yla iki haftal\u0131k ate\u015fkesin durumu belirsizli\u011fini koruyordu ve bu da belirsizli\u011fi art\u0131r\u0131yordu.<\/p>\n
ABD Ba\u015fkan\u0131 Donald Trump’\u0131n sald\u0131r\u0131lar\u0131n s\u00fcresiz olarak durdurulaca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan \u0130ran’\u0131n stratejik H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerindeki kontrol\u00fcn\u00fc s\u0131k\u0131la\u015ft\u0131rmas\u0131yla gerilim daha da t\u0131rmand\u0131 ve bar\u0131\u015f g\u00f6r\u00fc\u015fmelerinin yeniden ba\u015flayaca\u011f\u0131na dair acil bir i\u015faret yoktu.<\/p>\n
Piyasa Performans\u0131 Belirsizli\u011fi Yans\u0131t\u0131yor
\nBu geli\u015fmelerin ortas\u0131nda LVMH’e y\u00f6nelik yat\u0131r\u0131mc\u0131 duyarl\u0131l\u0131\u011f\u0131 \u00f6nemli \u00f6l\u00e7\u00fcde zay\u0131flad\u0131.<\/p>\n
Sat\u0131\u015flara g\u00f6re d\u00fcnyan\u0131n en b\u00fcy\u00fck l\u00fcks grubu olan \u015firketin hisseleri bu y\u0131l keskin bir d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131.<\/p>\n
LVMH hisseleri y\u0131lba\u015f\u0131ndan bu yana %26 d\u00fc\u015ferken, \u015firketin bir y\u0131l \u00f6nceki son hissedarlar toplant\u0131s\u0131 s\u0131ras\u0131ndaki seviyesine k\u0131yasla da %3 daha d\u00fc\u015f\u00fck.<\/p>\n
Bu d\u00fc\u015f\u00fc\u015f, yava\u015flayan talep, jeopolitik riskler ve l\u00fcks sekt\u00f6rdeki gecikmi\u015f toparlanmaya ili\u015fkin daha geni\u015f endi\u015feleri yans\u0131t\u0131yor.<\/p>\n
Analistler ve yat\u0131r\u0131mc\u0131lar \u015fu anda Orta Do\u011fu’daki geli\u015fmeleri yak\u0131ndan takip ediyor, zira herhangi bir \u00e7\u00f6z\u00fcm veya daha fazla t\u0131rmanma, LVMH’in \u00f6n\u00fcm\u00fczdeki \u00e7eyreklerdeki performans\u0131 \u00fczerinde do\u011frudan bir etkiye sahip olabilir.<\/p>\n
#LVMH #BernardArnault #OrtaDo\u011fuKrizi #L\u00fcksSekt\u00f6r #EkonomikEtki #JeopolitikRisk #Turizm #K\u00fcreselPiyasalar #B\u00fcy\u00fcmeBeklentisi #HisseSenedi<\/p>\n","protected":false},"excerpt":{"rendered":"
Frans\u0131z l\u00fcks devi LVMH’in toparlanma beklentileri, Orta Do\u011fu’da devam eden krizin nas\u0131l geli\u015fece\u011fine b\u00fcy\u00fck \u00f6l\u00e7\u00fcde ba\u011fl\u0131, Per\u015fembe g\u00fcn\u00fc CEO ve kontrol eden hissedar Bernard Arnault taraf\u0131ndan belirtildi. \u015eirketin Paris’teki y\u0131ll\u0131k hissedarlar toplant\u0131s\u0131nda konu\u015fan Arnault, jeopolitik durumun ciddiyetini ve bunun k\u00fcresel piyasalar \u00fczerindeki etkilerini vurgulad\u0131. Reuters’\u0131n bildirdi\u011fine g\u00f6re Arnault, “D\u00fcnyan\u0131n \u015fu anda Orta Do\u011fu’da \u00e7ok ciddi […]<\/p>\n","protected":false},"author":2,"featured_media":7210,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-7209","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-orta-dogu-haberleri"],"_links":{"self":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/7209","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=7209"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/7209\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/7210"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=7209"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=7209"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=7209"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}