\n+<\/a><\/p>\n
—<\/p>\n
Telekom<\/strong><\/p>\n Oktar Cerit, Beyrut b\u00fcy\u00fckel\u00e7ili\u011fimizin katibiydi, \u015fehrin en kalabal\u0131k b\u00f6lgesi olan Hamra caddesinde bir kafede \u00e7ay\u0131n\u0131 yudumluyor, gazete okuyordu, ellerini kollar\u0131n\u0131 sallaya sallaya geldiler, tak\u0131r tak\u0131r bast\u0131lar teti\u011fe, iman tahtas\u0131na \u015farj\u00f6r\u00fc bo\u015faltt\u0131lar\u2026 Katillerin kim oldu\u011fu alenen belliydi ama asla yakalanmad\u0131lar, L\u00fcbnan devleti korudu. https:\/\/www.sozcu.com.tr\/2018\/yazarlar\/yilmaz-ozdil\/telekom-2602517\/?utm_source=yazarlar&utm_campaign=diger_yazilar&utm_medium=diger<\/p>\n \u201cFinans\u201d\u0131 s\u0131f\u0131rland\u0131 \u201cMerkez\u201di elimizde kald\u0131!<\/strong><\/p>\n G\u00fcn g\u00fcne uymuyor. https:\/\/www.sozcu.com.tr\/2018\/yazarlar\/necati-dogru\/finansi-sifirlandi-merkezi-elimizde-kaldi-2602423\/?utm_source=yazarlar&utm_campaign=diger_yazilar&utm_medium=diger<\/p>\n","protected":false},"excerpt":{"rendered":" Uyuyamad\u0131m\u2026 \u00d6nce bunu oku, tamam\u0131n\u0131 sonra di\u011ferlerini: + — Telekom Oktar Cerit, Beyrut b\u00fcy\u00fckel\u00e7ili\u011fimizin katibiydi, \u015fehrin en kalabal\u0131k b\u00f6lgesi olan Hamra caddesinde bir kafede \u00e7ay\u0131n\u0131 yudumluyor, gazete okuyordu, ellerini kollar\u0131n\u0131 sallaya sallaya geldiler, tak\u0131r tak\u0131r bast\u0131lar teti\u011fe, iman tahtas\u0131na \u015farj\u00f6r\u00fc bo\u015faltt\u0131lar\u2026 Katillerin kim oldu\u011fu alenen belliydi ama asla yakalanmad\u0131lar, L\u00fcbnan devleti korudu. \u2605 L\u00fcbnan B\u00fcy\u00fckel\u00e7ili\u011fimiz … <\/p>\n
\n\u2605
\nL\u00fcbnan B\u00fcy\u00fckel\u00e7ili\u011fimiz tarand\u0131 m\u0131? Tarand\u0131.
\nL\u00fcbnan B\u00fcy\u00fckel\u00e7ili\u011fimize f\u00fcze f\u0131rlat\u0131ld\u0131 m\u0131? F\u0131rlat\u0131ld\u0131.
\nL\u00fcbnan B\u00fcy\u00fckel\u00e7ili\u011fimiz bombaland\u0131 m\u0131? Bombaland\u0131.
\nL\u00fcbnan’da THY b\u00fcromuz bombaland\u0131 m\u0131? Bombaland\u0131.
\nL\u00fcbnan’da turizm b\u00fcromuz bombaland\u0131 m\u0131? Bombaland\u0131.
\nHem Pkk’n\u0131n hem Asala’n\u0131n yuvas\u0131 neresiydi? L\u00fcbnan’d\u0131.
\nT\u00fcrkiye’nin Paris Ba\u015fkonsoloslu\u011funu silahlarla i\u015fgal edip, 56 T\u00fcrk vatanda\u015f\u0131n\u0131 rehin alan, konsolomuz Kaya \u0130nal’\u0131 a\u011f\u0131r yaralayan, g\u00fcvenlik g\u00f6revlimiz Cemal \u00d6zen’i \u015fehit eden ter\u00f6ristler nereliydi? L\u00fcbnanl\u0131’yd\u0131.
\n\u0130stanbul’da Topkap\u0131 Saray\u0131’n\u0131 otomobilin bagaj\u0131na yerle\u015ftirdikleri bombayla havaya u\u00e7urmay\u0131 planlarken, yanl\u0131\u015fl\u0131kla erken patlama sonucu havaya u\u00e7an ter\u00f6ristler nereliydi? L\u00fcbnanl\u0131’yd\u0131.
\nAsala ilk radyo yay\u0131n\u0131n\u0131 nerede ba\u015flatt\u0131? L\u00fcbnan’da ba\u015flatt\u0131.
\n\u2605
\nBu L\u00fcbnan, L\u00fcbnan kaynakl\u0131 bunca vah\u015fete ra\u011fmen, hi\u00e7 utanmadan s\u00f6zde soyk\u0131r\u0131m\u0131 tan\u0131d\u0131 m\u0131? Hi\u00e7 utanmadan tan\u0131d\u0131.
\n\u2605
\nBu L\u00fcbnan’dan ba\u015fka s\u00f6zde soyk\u0131r\u0131m\u0131 tan\u0131yan m\u00fcsl\u00fcman \u00fclke var m\u0131? Yok.
\nBu L\u00fcbnan’dan ba\u015fka bizi bebek katili ilan eden m\u00fcsl\u00fcman \u00fclke yok mu? Yok.
\n\u2605
\nAkp ne yapt\u0131?
\nT\u00fcrk Telekom’u bu L\u00fcbnan’\u0131n ba\u015fbakan\u0131na verdi.
\n\u2605
\nTelekom’un abone say\u0131s\u0131 ne?
\n43 milyon.
\nL\u00fcbnan’\u0131n komple n\u00fcfusu ne?
\nSadece 5 milyon.
\n\u2605
\nBu arkada\u015f g\u00fcya T\u00fcrk Telekom’a 6.5 milyar dolar verece\u011fini s\u00f6ylerken, ki\u015fisel serveti ne kadard\u0131? Sadece 1.2 milyar dolard\u0131.
\nT\u00fcrk Telekom’un de\u011feri kadar paras\u0131 bile yoktu \u00f6yle mi? \u00d6yle.
\n\u2605
\nNetice karde\u015fim\u2026
\n\u2605
\nBe\u015f kuru\u015f \u00f6demedi.
\nVergi de \u00f6demedi.
\n\u00dcst\u00fcne 4.7 milyar dolar bor\u00e7 ald\u0131.
\nT\u00fcrk Telekom’un mal\u0131n\u0131 m\u00fclk\u00fcn\u00fc, kablolar\u0131na kadar satt\u0131.
\n15 milyar dolar hortumlad\u0131.
\nD\u00fcn itibariyle, p\u0131rrr.
\n\u2605
\nE m\u00fcstehakt\u0131r.
\n\u2605
\nPara elbette \u00f6nemlidir ama\u2026
\nParadan \u00f6nce devletlerin milletlerin izzetinefisi olur.
\nBirazc\u0131k haysiyeti olur.
\nAz\u0131c\u0131k onuru olur.
\nOlmazsa, i\u015fte b\u00f6yle olur.<\/p>\n
\nKur s\u00fcrekli \u00e7\u0131k\u0131yor.
\nFaiz artmakta.
\nMerkez Bankas\u0131 uyu\u015ftu.
\nHep ge\u00e7 kalmakta.
\nUtanga\u00e7 istifalar ba\u015flad\u0131.
\n\u0130stifa eden konu\u015fmuyor.
\nEttiren de susuyor.
\nPiyasa faizi yukar\u0131da.
\nG\u00f6sterge faizi a\u015fa\u011f\u0131da.
\nAralar\u0131ndaki fark a\u00e7\u0131l\u0131yor.
\n\u2605\u2605\u2605
\n\u00dcreticinin morali bozuk.
\nT\u00fcketici korkular i\u00e7inde.
\nG\u00fcvensizlik tavan yapt\u0131.
\nG\u00fcven endeksleri \u00e7\u00f6kt\u00fc.
\nHizmet sekt\u00f6r\u00fcnde:
\n88.0’a.
\nPerakende sekt\u00f6r\u00fcnde:
\n93.4’e.
\n\u0130n\u015faat sekt\u00f6r\u00fcnde:
\n68.8’e geriledi.
\nT\u00fcketici g\u00fcven endeksi:
\n68.3’e dayan\u0131p dip yapt\u0131.
\nGramaj indiriyorlar.
\nGizli zam yap\u0131l\u0131yor.
\nTicaret Bakan\u0131 \u00e7aresiz.
\n\u201cStok\u00e7uluk\u201d diye \u00e7\u0131rp\u0131n\u0131yor.
\n\u2605\u2605\u2605
\nMusluk kurumak \u00fczere.
\nDo\u011frudan yat\u0131r\u0131m s\u0131f\u0131rland\u0131.
\n2017 y\u0131l\u0131 ilk 6 ay\u0131nda:
\n17.5 milyar dolar 2018’in ilk 6 ay\u0131nda:
\n79 milyon dolar.
\nDo\u011frudan yat\u0131r\u0131m geldi.
\nYani s\u0131f\u0131ra yakla\u015ft\u0131.
\n\u2605\u2605\u2605
\nCari a\u00e7\u0131k bela oldu.
\nS\u00fcrd\u00fcr\u00fcl\u00fcr diyorlard\u0131.
\nS\u00fcrd\u00fcr\u00fclemiyor.
\n2017 y\u0131l\u0131 ilk 6 ay\u0131nda:
\n21.3 milyar dolar idi.
\n2018 y\u0131l\u0131 ilk 6 ay\u0131nda:
\n31.2 milyar dolar oldu.
\n2018 y\u0131l\u0131 bitti, bitiyor.
\nY\u0131l sonuna gelece\u011fiz.
\nCari a\u00e7\u0131\u011f\u0131n milli gelire oran\u0131 y\u00fczde 7’nin \u00fcst\u00fcnde ger\u00e7ekle\u015fecek.
\nBu oran acizlik i\u015fareti.
\n\u00c7\u00fcnk\u00fc krizin dibine batt\u0131\u011f\u0131 i\u00e7in IMF’ye gidip el a\u00e7m\u0131\u015f olan Arjantin’de bile cari a\u00e7\u0131\u011f\u0131n milli gelire oran\u0131 y\u00fczde 4.8. Yani cari a\u00e7\u0131k konusunda Arjantin’den bile k\u00f6t\u00fc durumday\u0131z.
\n\u2605\u2605\u2605
\n\u00d6nceleri \u00e7ok vefal\u0131yd\u0131lar.
\n\u201cNotcular\u201d vefas\u0131zla\u015ft\u0131.
\nMoody’s. Fitch.
\nStandard and Poor’s.
\nGe\u00e7mi\u015f y\u0131llarda T\u00fcrkiye’nin notunu y\u00fckseltirken iktidarlar, ba\u015fbakanlar, ekonomi bakanlar\u0131 onlar\u0131 \u00f6v\u00fcyordu. \u201cNot\u00e7u\u201dlar\u0131n verdi\u011fi notlarla gurur duyuyorlar, notlar\u0131 ger\u00e7ek\u00e7i buluyorlard\u0131. Ayn\u0131 ki\u015filer \u015fimdi notculara \u201csahtekar\u201d diyor. \u201cNot\u00e7ular\u201d, CDS’ye bak\u0131yorlar. CDS dedikleri D\u0131\u015f Bor\u00e7 Sigorta Risk Primi’nin ad\u0131. T\u00fcrkiye’nin CDS’si baz puan 507.08’e \u00e7\u0131kt\u0131. Batm\u0131\u015f Arjantin’in bile CDS’si 434 baz puanda. Not\u00e7ular, T\u00fcrkiye’ye Arjantin ile birlikte en k\u00f6t\u00fc durumda \u00fclke notu veriyorlar. D\u0131\u015f bor\u00e7 bulma muslu\u011fu bu y\u00fczden kuruyor.
\n\u2605\u2605\u2605
\nBankalar zorlan\u0131yor.
\nBat\u0131k kredileri \u015fi\u015fiyor.
\n2018 y\u0131l\u0131 ilk 6 ayda:
\nBat\u0131k kredi 74 milyar TL oldu.
\n\u015eirketler, kredileri i\u00e7in yeniden yap\u0131land\u0131rma s\u00fcreci ba\u015flatt\u0131. \u0130flas isteyenler artt\u0131. Bankalar, para toplar, kredi a\u00e7arlar fakat zorunlu \u201cKonut A\u011fas\u0131\u201d oldular. Bu y\u0131l\u0131n ilk 6 ay\u0131nda ald\u0131\u011f\u0131 ipotekli krediyi \u00f6deyemeyen in\u015faat \u015firketlerinin 13 bin 500 konutu bankalar\u0131n eline ge\u00e7ti.
\n\u0130n\u015faatta balon olu\u015ftu.
\nL\u00fcks konutlar yap\u0131ld\u0131.
\nElde kald\u0131, sat\u0131lm\u0131yor.
\nKonut fiyatlar\u0131 iniyor.
\nKiralar da d\u00fc\u015f\u00fcyor.
\n\u2605\u2605\u2605
\nKonut d\u0131\u015f\u0131nda her \u015feyin fiyat\u0131 art\u0131yor. Sal\u00e7adan pirince, beyaz peynirden makarnaya kadar market raflar\u0131ndaki 700 \u00fcr\u00fcnden 385’inin fiyat\u0131 son 2 hafta i\u00e7inde y\u00fczde 10 ile 40 aras\u0131 zam g\u00f6rd\u00fc.
\nEnflasyon t\u0131rman\u0131yor.
\nY\u00fczde 15’e y\u00fckseldi.
\nTL y\u00fczde 40 de\u011fer yitirdi.
\n\u2605\u2605\u2605
\nBunlar\u0131 ni\u00e7in s\u0131ralad\u0131m?
\nB\u00fcy\u00fck bol harcamal\u0131 yat\u0131r\u0131mlar yap\u0131ld\u0131. \u0130stanbul Finans Merkezi, d\u00fcnyan\u0131n en b\u00fcy\u00fckleri; Londra, New York, Hong Kong’dan daha b\u00fcy\u00fck olacak \u015fekilde 690 bin metrekare alan \u00fczerinde \u201cmega proje\u201d olarak yap\u0131ld\u0131, y\u00fckseldi. Ortado\u011fu’nun ve d\u00fcnyan\u0131n finans\u0131n\u0131 \u0130stanbul’dan biz y\u00f6netecektik. Kuru\u015fa kur\u015fun atar duruma d\u00fc\u015ft\u00fck.
\n\u201cFinans\u201d\u0131 s\u0131f\u0131rland\u0131.
\n\u201cMerkez\u201di elimizde kald\u0131.<\/p>\n