Hisse Senetleri Perşembe Günü Yoğun Satışla Düşüşe Devam Etti: TCS, ITC ve Infosys Öne Çıktı

Kısaca

Piyasalarda Perşembe yoğun satış baskısı sürüyor; endeksler düşüşte. Haber akışında TCS, ITC, Infosys ve Cochin Shipyard ile RIL gibi şirketler öne çıktı. Sonuç olarak yatırımcılar kısa vadeli dalgalanmalara karşı tedbirli hareket edebilir; izlenecek nokta tüccarın risk iştahı ve merkezi bankaların politika yönü olabilir.

Ana mesele

Piyasalar yoğun satış baskısına maruz kaldı ve endeksler yön kaybetti.

Ne değişti?

TCS ve diğer hisselerin haber akışıyla odakta kalması öne çıktı.

Beni nasıl etkiler?

Okuyucu yatırım kararlarını etkileyebilir; volatilite ve değer kayıplarına dikkat edilmesi gerekir.

Ne oldu?

Piyasalar Perşembe günü sürekli satış baskısıyla karşı karşıya kaldı; endeksler yaklaşık %1,5 düştü.

Neden şimdi?

Küresel büyüme endişeleri ve firmaların haber akışı, yatırımcı güvenini baskıladı.

Neden önemli?

Güçlü şirket haberleri bile genel baskının etkisini azaltamadı; kısa vadeli oynaklık artabilir.

Kimler etkileniyor?

• Yatırımcılar
• Konut/kurumsal portföy yöneticileri
• Borsadaki işlem yapan küçük yatırımcılar

Sektör ve piyasa etkisi

IT ve FMCG hisseleri öne çıktı; ancak genel satış baskısı sürüyor.

Riskler

• Piyasa likiditesinin düşmesi
• Haber etkisinin aşırı genelleşmesi

Takip edilmesi gerekenler

• Hisse başlıkları için sonraki haber akışı
• Merkez bankası kararları ve politika yorumları
• Gelecek hafta kazanç raporları

Haberin tamamı

Markets came under heavy selling pressure on Thursday, extending the prevailing corrective trend and declining nearly one and a half percent. After a weak opening, the benchmark indices remained under pressure through most of the session and eventually settled close to the day’s lows, reflecting sustained selling pressure across the board.

Analysts say Nifty has once again retested the April 2026 low of 22,182.55 after the marginal pullback, signalling further weakness in the prevailing structure.

A decisive break below this level could open the door for a move towards the 21,700–22,000 zone.In today's trade, shares of TCS, ITC, Infosys, Cochin Shipyard, RIL among others will be in focus due to various news developments and second quarter results.ITCITC saw a large block deal on Thursday, with a GQG-linked emerging markets fund selling shares worth about Rs 9,395 crore at Rs 257.35 apiece, even as Fidelity, ICICI Prudential Mutual Fund, SBI Mutual Fund and other domestic and foreign investors bought into the FMCG major.

According to block deal data, GQG Partners Emerging Markets Equity Fund sold 36.51 crore ITC shares across multiple tranches.Infosys, WiproAmerican Depository Receipts (ADRs) of Indian IT services companies Infosys and Wipro fell nearly 3% in US trading on Thursday, weighed by fresh concerns about the sector's outlook after Tata Consultancy Services reported its September-quarter earnings and the US government widened its crackdown on employment-based immigration programmes.Read more: RBI rate hike done.

Now what’s ahead for bank stocks? Jefferies, other brokerages weigh inTCSIT services major Tata Consultancy Services (TCS) on Thursday reported 15% year-on-year (YoY) growth in its consolidated net profit at Rs 13,884 crore for the second quarter. The same stood at Rs 12,075 crore a year ago.

The Board has declared a second interim dividend of Rs 12 per share for the financial year 2026-27.Cochin ShipyardState-owned Cochin Shipyard has received orders to build over 40 ships from the US, Germany, Norway and other countries, Shipping Minister Sarbananda Sonowal said on Thursday.Read more: Market Trading Guide: Deepa Jewellers among 2 stock recommendations for FridayReliance IndustriesIPO-bound Jio Platforms, which houses telecom major Reliance Jio, will always remain most affordable while delivering quality service, the company's managing director said on Thursday.Disclosure: This article has been written by Podishetti Akash, who is not a SEBI-registered Research Analyst or an Investment Adviser.

Podishetti Akash and his ‘relative(s)’ (as defined under Section 2(77) of the Companies Act, 2013) do not hold any financial interest in the companies mentioned in this article as of the date of publication. The views/recommendations mentioned in this article, wherever applicable, are those of the respective SEBI-registered Research Analyst/brokerage and have been reproduced/reported with due attribution.

They should not be construed as the views or recommendations of The Economic Times Digital or the journalist. Readers are advised to consider the original research report and make their investment decisions based on their own assessment. Brokerage disclosures here.

Kaynaklar

• Economic Times - Markets